0001714678-19-000005.txt : 20191115
0001714678-19-000005.hdr.sgml : 20191115
20191115162631
ACCESSION NUMBER: 0001714678-19-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191115
DATE AS OF CHANGE: 20191115
EFFECTIVENESS DATE: 20191115
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Beaton Management Co. Inc.
CENTRAL INDEX KEY: 0001714678
IRS NUMBER: 042721854
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18141
FILM NUMBER: 191224842
BUSINESS ADDRESS:
STREET 1: 150 SUMMER STREET
CITY: HAVERHILL
STATE: MA
ZIP: 01830
BUSINESS PHONE: 978-372-3008
MAIL ADDRESS:
STREET 1: 150 SUMMER STREET
CITY: HAVERHILL
STATE: MA
ZIP: 01830
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001714678
XXXXXXXX
09-30-2019
09-30-2019
Beaton Management Co. Inc.
150 SUMMER STREET
HAVERHILL
MA
01830
13F HOLDINGS REPORT
028-18141
N
Terrence A Beaton
President
9783723008
Terrence A Beaotn
Haverhill
MA
11-15-2019
0
117
123422
false
INFORMATION TABLE
2
beatonQ32019.xml
3M CO COM
Common
88579Y101
2192
13331
SH
SOLE
13331
0
0
ABBOTT LABS COM
Common
002824100
548
6550
SH
SOLE
6550
0
0
ABBVIE INC COM
Common
00287Y109
557
7360
SH
SOLE
7360
0
0
ADOBE SYS INC COM
Common
00724F101
727
2630
SH
SOLE
2630
0
0
AIR PRODS & CHEMS INC COM
Common
009158106
275
1239
SH
SOLE
1239
0
0
ALIBABA GROUP HLDG LTD SPON
Sponsored ADR
01609W102
887
5305
SH
SOLE
5305
0
0
ALLEGHENY TECHNOLOGIES
Common
01741RAE2
77
75000
SH
SOLE
75000
0
0
ALLERGAN PLC COM SHS
Common
G0177J108
293
1741
SH
SOLE
1741
0
0
ALLSTATE CORP COM
Common
020002101
370
3402
SH
SOLE
3402
0
0
ALPHABET INC CL C
Common
02079K107
210
172
SH
SOLE
172
0
0
ALPHABET INC CL A
Common
02079K305
529
433
SH
SOLE
433
0
0
ALTRIA GROUP INC COM
Common
02209S103
929
22710
SH
SOLE
22710
0
0
AMAZON.COM INC
Common
023135106
2055
1184
SH
SOLE
1184
0
0
AMER ELECTRIC POWER CO
Common
025537101
278
2971
SH
SOLE
2971
0
0
AMER EXPRESS CO
Common
025816109
551
4656
SH
SOLE
4656
0
0
AMERICAN WTR WKS CO INC
Common
030420103
469
3775
SH
SOLE
3775
0
0
AMGEN INC COM
Common
031162100
846
4371
SH
SOLE
4371
0
0
AMPHENOL CORP NEW CL A
Common
032095101
582
6030
SH
SOLE
6030
0
0
APPLE INC COM
Common
037833100
1482
6615
SH
SOLE
6615
0
0
AT&T INC COM
Common
00206R102
2797
73922
SH
SOLE
73922
0
0
BANK OF AMERICA CORP
Common
060505104
2481
85059
SH
SOLE
85059
0
0
BAXTER INTL INC COM
Common
071813109
563
6436
SH
SOLE
6436
0
0
BERKSHIRE HATHAWAY INC
Common
084670108
2183
7
SH
SOLE
7
0
0
BERKSHIRE HATHAWAY INC CL B
Common
084670702
533
2562
SH
SOLE
2562
0
0
BOEING COMPANY
Common
097023105
2209
5805
SH
SOLE
5805
0
0
BRISTOL MYERS SQUIBB CO
Common
110122108
901
17763
SH
SOLE
17763
0
0
CATERPILLAR INC
Common
149123101
661
5233
SH
SOLE
5233
0
0
CBRE GROUP INC CL A
Common
12504L109
223
4200
SH
SOLE
4200
0
0
CHEVRON CORP
Common
166764100
2644
22297
SH
SOLE
22297
0
0
CIGNA CORP
Common
125523100
380
2503
SH
SOLE
2503
0
0
CISCO SYSTEMS INC
Common
17275R102
363
7356
SH
SOLE
7356
0
0
CITIGROUP INC
Common
172967424
281
4071
SH
SOLE
4071
0
0
CLOROX CO
Common
189054109
3669
24158
SH
SOLE
24158
0
0
COCA COLA COMPANY
Common
191216100
964
17710
SH
SOLE
17710
0
0
COLGATE PALMOLIVE CO
Common
194162103
278
5140
SH
SOLE
5140
0
0
COMCAST CORP CL A
Common
20030N101
577
12810
SH
SOLE
12810
0
0
CONOCOPHILLIPS
Common
20825C104
577
10135
SH
SOLE
10135
0
0
CONSOLIDATED EDISON INC
Common
209115104
278
2940
SH
SOLE
2940
0
0
CORTEVA INC
Common
22052L104
282
10073
SH
SOLE
10073
0
0
COSTCO WHOLESALE CORP
Common
22160K105
1292
4483
SH
SOLE
4483
0
0
CVS HEALTH CORP
Common
126650100
982
15566
SH
SOLE
15566
0
0
DEERE AND CO
Common
244199105
1059
6276
SH
SOLE
6276
0
0
WALT DISNEY CO (HOLDING
Common
254687106
3202
24570
SH
SOLE
24570
0
0
DOMINION ENERGY INC
Common
25746U109
227
2800
SH
SOLE
2800
0
0
DOW INC
Common
260557103
480
10073
SH
SOLE
10073
0
0
DUKE ENERGY CORP
Common
26441C204
301
3142
SH
SOLE
3142
0
0
DUPONT DE NEMOURS INC
Common
26614N102
718
10073
SH
SOLE
10073
0
0
EDWARDS LIFESCIENCES
Common
28176E108
220
1000
SH
SOLE
1000
0
0
EMERSON ELECTRIC CO
Common
291011104
270
4045
SH
SOLE
4045
0
0
ESSEX PROPERTY TRUST INC
Common
297178105
234
716
SH
SOLE
716
0
0
EVERSOURCE ENERGY COM
Common
30040W108
354
4142
SH
SOLE
4142
0
0
EXXON MOBIL CORP
Common
30231G102
4591
65016
SH
SOLE
65016
0
0
FACEBOOK INC CL A
Common
30303M102
1711
9609
SH
SOLE
9609
0
0
FEDEX CORP
Common
31428X106
335
2300
SH
SOLE
2300
0
0
FIRST TRUST VALUE LINE
Common
33734H106
261
7480
SH
SOLE
7480
0
0
FORD MOTOR CO
Common
345370860
275
30011
SH
SOLE
30011
0
0
GENL ELECTRIC CO
Common
369604103
742
82994
SH
SOLE
82994
0
0
GENL MILLS INC
Common
370334104
700
12703
SH
SOLE
12703
0
0
GOLDMAN SACHS GROUP INC
Common
38141G104
352
1700
SH
SOLE
1700
0
0
HCA HEALTHCARE INC
Common
40412C101
223
1850
SH
SOLE
1850
0
0
HERSHEY CO
Common
427866108
420
2709
SH
SOLE
2709
0
0
HOME DEPOT INC
Common
437076102
2414
10405
SH
SOLE
10405
0
0
HONEYWELL INTL INC
Common
438516106
2287
13514
SH
SOLE
13514
0
0
SELECT SECTOR SPDR TR INDL
ETF
81369Y704
462
5950
SH
SOLE
5950
0
0
INTEL CORP COM
Common
458140100
1232
23905
SH
SOLE
23905
0
0
INTL BUSINESS MACH
Common
459200101
1121
7710
SH
SOLE
7710
0
0
INVESCO S&P 500 EQUAL
ETF
46137V357
1076
9955
SH
SOLE
9955
0
0
INVESCO QQQ TRUST ETF
ETF
46090E103
1204
6377
SH
SOLE
6377
0
0
ISHARES RUSSELL 1000
ETF
464287614
1054
6600
SH
SOLE
6600
0
0
ISHARES TR RUSSELL 2000 ETF
ETF
464287655
333
2200
SH
SOLE
2200
0
0
JOHNSON & JOHNSON COM
Common
478160104
3082
23825
SH
SOLE
23825
0
0
JPMORGAN CHASE & CO
Common
46625H100
2631
22358
SH
SOLE
22358
0
0
KELLOGG CO COM
Common
487836108
314
4875
SH
SOLE
4875
0
0
KIMBERLY CLARK CORP
Common
494368103
587
4133
SH
SOLE
4133
0
0
LILLY ELI & CO
Common
532457108
502
4493
SH
SOLE
4493
0
0
LINDE PLC EUR
Common
G5494J103
363
1873
SH
SOLE
1873
0
0
LOCKHEED MARTIN CORP
Common
539830109
1267
3247
SH
SOLE
3247
0
0
LOWES COMPANIES INC
Common
548661107
484
4400
SH
SOLE
4400
0
0
MASTERCARD INC CL A
Common
57636Q104
392
1445
SH
SOLE
1445
0
0
MCDONALDS CORP
Common
580135101
735
3423
SH
SOLE
3423
0
0
MEDTRONIC PLC SHS
Common
G5960L103
312
2877
SH
SOLE
2877
0
0
MERCK & CO INC NEW COM
Common
58933Y105
1535
18235
SH
SOLE
18235
0
0
MICROSOFT CORP COM
Common
594918104
2214
15922
SH
SOLE
15922
0
0
MONDELEZ INTL INC CL A
Common
609207105
954
17248
SH
SOLE
17248
0
0
NASDAQ INC COM
Common
631103108
258
2600
SH
SOLE
2600
0
0
NEXTERA ENERGY INC COM
Common
65339F101
1390
5966
SH
SOLE
5966
0
0
NIKE INC CL B
Common
654106103
1773
18880
SH
SOLE
18880
0
0
NORFOLK STHN CORP
Common
655844108
436
2425
SH
SOLE
2425
0
0
NORTHROP GRUMMAN CORP
Common
666807102
1417
3781
SH
SOLE
3781
0
0
NOVARTIS AG SPON ADR
Sponsored ADR
66987V109
831
9563
SH
SOLE
9563
0
0
O REILLY AUTOMOTIVE INC
Common
67103H107
1624
4076
SH
SOLE
4076
0
0
ORACLE CORP COM
Common
68389X105
461
8380
SH
SOLE
8380
0
0
PEPSICO INC
Common
713448108
3783
27591
SH
SOLE
27591
0
0
PFIZER INC
Common
717081103
1739
48400
SH
SOLE
48400
0
0
PHILIP MORRIS INTL INC
Common
718172109
1598
21042
SH
SOLE
21042
0
0
PHILLIPS 66
Common
718546104
365
3560
SH
SOLE
3560
0
0
PROCTER & GAMBLE CO
Common
742718109
4192
33702
SH
SOLE
33702
0
0
PROSHARES ULTRA DOW30
ETF
74347R305
430
8670
SH
SOLE
8670
0
0
RAYTHEON CO NEW
Common
755111507
1176
5993
SH
SOLE
5993
0
0
ROYAL DUTCH SHELL PLC
Sponsored ADR
780259206
364
6181
SH
SOLE
6181
0
0
SCHLUMBERGER LTD
Common
806857108
224
6564
SH
SOLE
6564
0
0
SEACOAST BKG CORP FLA
Common
811707801
467
18450
SH
SOLE
18450
0
0
SPRAGUE RESOURCES LP MLP
Common
849343108
384
21700
SH
SOLE
21700
0
0
STATE STREET CORP
Common
857477103
1117
18870
SH
SOLE
18870
0
0
SYSCO CORP
Common
871829107
775
9763
SH
SOLE
9763
0
0
THERMO FISHER SCIENTIFIC
Common
883556102
1966
6750
SH
SOLE
6750
0
0
TORONTO DOMINION BK ONT
Common
891160509
6238
107070
SH
SOLE
107070
0
0
UGI CORP NEW
Common
902681105
226
4500
SH
SOLE
4500
0
0
UNION PACIFIC CORP
Common
907818108
1830
11300
SH
SOLE
11300
0
0
UNTD TECHNOLOGIES CORP
Common
913017109
855
6266
SH
SOLE
6266
0
0
VERIZON COMMUNICATIONS
Common
92343V104
1808
29957
SH
SOLE
29957
0
0
VISA INC CL A
Common
92826C839
654
3800
SH
SOLE
3800
0
0
WALMART INC
Common
931142103
774
6525
SH
SOLE
6525
0
0
WATERS CORP
Common
941848103
290
1300
SH
SOLE
1300
0
0
WEC ENERGY GROUP INC COM
Common
92939U106
867
9121
SH
SOLE
9121
0
0
WELLS FARGO & CO NEW
Common
949746101
603
11952
SH
SOLE
11952
0
0
ZIMMER BIOMET HOLDINGS
Common
98956P102
302
2200
SH
SOLE
2200
0
0