0001714678-20-000002.txt : 20200515 0001714678-20-000002.hdr.sgml : 20200515 20200514201533 ACCESSION NUMBER: 0001714678-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200514 EFFECTIVENESS DATE: 20200515 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: 20880095 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 03-31-2020 03-31-2020 Beaton Management Co. Inc.

150 SUMMER STREET HAVERHILL MA 01830

13F HOLDINGS REPORT 028-18141 N Terrence A Beaton 9783723008 Terrence A Beaton Haverhill MA 05-14-2020 0 103 99858 false INFORMATION TABLE 2 beatonq12020.xml 3M CO COM Common 88579Y101 1625 11901 SH SOLE 11901 0 0 ABBOTT LABS COM Common 002824100 509 6450 SH SOLE 6450 0 0 ABBVIE INC COM Common 00287Y109 608 7985 SH SOLE 7985 0 0 ADOBE SYS INC COM Common 00724F101 842 2645 SH SOLE 2645 0 0 AIR PRODS & CHEMS INC COM Common 009158106 235 1179 SH SOLE 1179 0 0 ALIBABA GROUP HLDG LTD Sponsored ADR 01609W102 1032 5305 SH SOLE 5305 0 0 ALLERGAN PLC Common G0177J108 308 1741 SH SOLE 1741 0 0 ALLSTATE CORP Common 020002101 299 3258 SH SOLE 3258 0 0 ALPHABET INC CL C Common 02079K107 200 172 SH SOLE 172 0 0 ALPHABET INC CL A Common 02079K305 672 578 SH SOLE 578 0 0 ALTRIA GROUP INC Common 02209S103 815 21085 SH SOLE 21085 0 0 AMAZON.COM INC Common 023135106 2328 1194 SH SOLE 1194 0 0 AMER ELECTRIC POWER CO Common 025537101 224 2797 SH SOLE 2797 0 0 AMER EXPRESS CO Common 025816109 390 4556 SH SOLE 4556 0 0 AMERICAN WATER WORKS CO Common 030420103 451 3775 SH SOLE 3775 0 0 AMGEN INC Common 031162100 866 4271 SH SOLE 4271 0 0 AMPHENOL CORP NEW CL A Common 032095101 432 5930 SH SOLE 5930 0 0 APPLE INC Common 037833100 1772 6970 SH SOLE 6970 0 0 AT&T INC Common 00206R102 2136 73272 SH SOLE 73272 0 0 BANK OF AMER CORP Common 060505104 1793 84459 SH SOLE 84459 0 0 BAXTER INTL INC Common 071813109 519 6396 SH SOLE 6396 0 0 BERKSHIRE HATHAWAY INC Common 084670108 1904 7 SH SOLE 7 0 0 BERKSHIRE HATHAWAY INC Common 084670702 516 2822 SH SOLE 2822 0 0 BOEING COMPANY Common 097023105 960 6434 SH SOLE 6434 0 0 BRISTOL MYERS SQUIBB CO Common 110122108 1065 19113 SH SOLE 19113 0 0 CATERPILLAR INC Common 149123101 671 5783 SH SOLE 5783 0 0 CHEVRON CORP Common 166764100 1732 23909 SH SOLE 23909 0 0 CIGNA CORP Common 125523100 443 2503 SH SOLE 2503 0 0 CISCO SYSTEMS INC Common 17275R102 332 8456 SH SOLE 8456 0 0 CLOROX CO Common 189054109 2129 12291 SH SOLE 12291 0 0 COCA COLA CO COM Common 191216100 751 16975 SH SOLE 16975 0 0 COLGATE PALMOLIVE CO Common 194162103 305 4600 SH SOLE 4600 0 0 COMCAST CORP CL A Common 20030N101 434 12630 SH SOLE 12630 0 0 CONOCOPHILLIPS Common 20825C104 301 9777 SH SOLE 9777 0 0 COSTCO WHOLESALE CORP Common 22160K105 1267 4443 SH SOLE 4443 0 0 CVS HEALTH CORP Common 126650100 899 15151 SH SOLE 15151 0 0 DEERE AND CO Common 244199105 895 6476 SH SOLE 6476 0 0 DISNEY WALT CO DISNEY COM Common 254687106 2465 25515 SH SOLE 25515 0 0 DOW INC Common 260557103 294 10040 SH SOLE 10040 0 0 DUKE ENERGY CORP NEW Common 26441C204 250 3097 SH SOLE 3097 0 0 DUPONT DE NEMOURS INC Common 26614N102 342 10023 SH SOLE 10023 0 0 EVERSOURCE ENERGY COM Common 30040W108 247 3156 SH SOLE 3156 0 0 EXXON MOBIL CORP Common 30231G102 2386 62833 SH SOLE 62833 0 0 FACEBOOK INC CL A Common 30303M102 1559 9349 SH SOLE 9349 0 0 FEDEX CORP Common 31428X106 309 2550 SH SOLE 2550 0 0 GOLDMAN SACHS GROUP INC Common 38141G104 263 1700 SH SOLE 1700 0 0 GENL ELECTRIC CO Common 369604103 639 80498 SH SOLE 80498 0 0 GENL MILLS INC Common 370334104 668 12653 SH SOLE 12653 0 0 HOME DEPOT INC Common 437076102 2031 10880 SH SOLE 10880 0 0 HONEYWELL INTL INC Common 438516106 1768 13214 SH SOLE 13214 0 0 INDUSTRIAL SELECT SECTOR ETF 81369Y704 201 3400 SH SOLE 3400 0 0 INTEL CORP Common 458140100 1306 24130 SH SOLE 24130 0 0 INTL BUSINESS MACH Common 459200101 889 8010 SH SOLE 8010 0 0 INVESCO S&P 500 EQUAL ETF 46137V357 794 9455 SH SOLE 9455 0 0 INVESCO QQQ TRUST ETF ETF 46090E103 1214 6377 SH SOLE 6377 0 0 ISHARES RUSSELL 1000 ETF 464287614 989 6566 SH SOLE 6566 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 252 2200 SH SOLE 2200 0 0 JOHNSON & JOHNSON COM Common 478160104 3124 23825 SH SOLE 23825 0 0 JPMORGAN CHASE & CO Common 46625H100 2022 22458 SH SOLE 22458 0 0 KELLOGG CO Common 487836108 238 3975 SH SOLE 3975 0 0 KIMBERLY CLARK CORP Common 494368103 519 4058 SH SOLE 4058 0 0 LILLY ELI & CO Common 532457108 623 4493 SH SOLE 4493 0 0 LINDE PLC EUR Common G5494J103 324 1873 SH SOLE 1873 0 0 LOCKHEED MARTIN CORP Common 539830109 1101 3247 SH SOLE 3247 0 0 LOWES COS INC COM Common 548661107 419 4875 SH SOLE 4875 0 0 MASTERCARD INC CL A Common 57636Q104 349 1445 SH SOLE 1445 0 0 MCDONALDS CORP Common 580135101 583 3523 SH SOLE 3523 0 0 MEDTRONIC PLC Common G5960L103 287 3177 SH SOLE 3177 0 0 MERCK & CO INC NEW COM Common 58933Y105 1411 18335 SH SOLE 18335 0 0 MICROSOFT CORP Common 594918104 2662 16877 SH SOLE 16877 0 0 MONDELEZ INTL INC Common 609207105 871 17398 SH SOLE 17398 0 0 NASDAQ INC Common 631103108 247 2600 SH SOLE 2600 0 0 NEXTERA ENERGY INC COM Common 65339F101 1424 5916 SH SOLE 5916 0 0 NIKE INC CL B Common 654106103 1624 19630 SH SOLE 19630 0 0 NORFOLK STHN CORP Common 655844108 354 2425 SH SOLE 2425 0 0 NORTHROP GRUMMAN CORP Common 666807102 1144 3781 SH SOLE 3781 0 0 NOVARTIS AG SPON ADR Sponsored ADR 66987V109 800 9699 SH SOLE 9699 0 0 NVIDIA CORP Common 67066G104 336 1250 SH SOLE 1250 0 0 O REILLY AUTOMOTIVE INC Common 67103H107 1227 4076 SH SOLE 4076 0 0 ORACLE CORP Common 68389X105 405 8380 SH SOLE 8380 0 0 PAYPAL HOLDINGS INC Common 70450Y103 201 2100 SH SOLE 2100 0 0 PEPSICO INC Common 713448108 3338 27791 SH SOLE 27791 0 0 PFIZER INC Common 717081103 1540 47183 SH SOLE 47183 0 0 PHILIP MORRIS INTL INC Common 718172109 1431 19609 SH SOLE 19609 0 0 PROCTER & GAMBLE CO Common 742718109 3703 33662 SH SOLE 33662 0 0 PROSHARES ULTRA DOW30 ETF 74347R305 246 8270 SH SOLE 8270 0 0 RAYTHEON CO NEW Common 755111507 786 5993 SH SOLE 5993 0 0 ROYAL DUTCH SHELL PLC Sponsored ADR 780259206 240 6881 SH SOLE 6881 0 0 SEACOAST BKG CORP FLA Common 811707801 256 14000 SH SOLE 14000 0 0 SPRAGUE RESOURCES LP MLP Common 849343108 284 21707 SH SOLE 21707 0 0 STATE STREET CORP Common 857477103 1005 18870 SH SOLE 18870 0 0 SYSCO CORP Common 871829107 445 9763 SH SOLE 9763 0 0 THERMO FISHER SCIENTIFIC Common 883556102 1886 6650 SH SOLE 6650 0 0 TORONTO DOMINION BK NEW Common 891160509 4130 97427 SH SOLE 97427 0 0 UNION PACIFIC CORP Common 907818108 1594 11300 SH SOLE 11300 0 0 UNTD TECHNOLOGIES CORP Common 913017109 582 6166 SH SOLE 6166 0 0 VERIZON COMMUNICATIONS Common 92343V104 1640 30530 SH SOLE 30530 0 0 VISA INC CL A Common 92826C839 624 3875 SH SOLE 3875 0 0 WALMART INC Common 931142103 741 6525 SH SOLE 6525 0 0 WATERS CORP Common 941848103 237 1300 SH SOLE 1300 0 0 WEC ENERGY GROUP INC COM Common 92939U106 777 8821 SH SOLE 8821 0 0 WELLS FARGO & CO NEW Common 949746101 330 11485 SH SOLE 11485 0 0 ZIMMER BIOMET HOLDINGS Common 98956P102 222 2200 SH SOLE 2200 0 0