0001714678-20-000003.txt : 20200814
0001714678-20-000003.hdr.sgml : 20200814
20200813204453
ACCESSION NUMBER: 0001714678-20-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200814
DATE AS OF CHANGE: 20200813
EFFECTIVENESS DATE: 20200814
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: 201100992
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
06-30-2020
06-30-2020
Beaton Management Co. Inc.
150 SUMMER STREET
HAVERHILL
MA
01830
13F HOLDINGS REPORT
028-18141
N
Terrence A Beaton
President
9783723008
Terrence A Beaton
Haverhill
MA
08-13-2020
0
111
112208
false
INFORMATION TABLE
2
beatonq22020.xml
3M CO COM
Common
88579Y101
1840
11801
SH
SOLE
11801
0
0
ABBOTT LABS
Common
002824100
571
6250
SH
SOLE
6250
0
0
ABBVIE INC COM
Common
00287Y109
958
9762
SH
SOLE
9762
0
0
ADOBE SYS INC COM
Common
00724F101
1151
2645
SH
SOLE
2645
0
0
AIR PROD & CHEMICAL INC
Common
009158106
285
1179
SH
SOLE
1179
0
0
ALIBABA GROUP HLDG LTD
Sponsored ADR
01609W102
1144
5305
SH
SOLE
5305
0
0
ALLSTATE CORP
Common
020002101
316
3258
SH
SOLE
3258
0
0
ALPHABET INC CL A
Common
02079K305
820
578
SH
SOLE
578
0
0
ALPHABET INC CL C
Common
02079K107
229
162
SH
SOLE
162
0
0
ALTRIA GROUP INC
Common
02209S103
824
20985
SH
SOLE
20985
0
0
AMAZON COM INC
Common
023135106
3294
1194
SH
SOLE
1194
0
0
AMER EXPRESS CO
Common
025816109
656
7353
SH
SOLE
7353
0
0
AMERICAN WATER WORKS CO
Common
030420103
486
3775
SH
SOLE
3775
0
0
AMGEN INC
Common
031162100
972
4121
SH
SOLE
4121
0
0
AMPHENOL CORP NEW CL A
Common
032095101
559
5830
SH
SOLE
5830
0
0
ANTHEM INC
Common
036752103
210
800
SH
SOLE
800
0
0
APPLE INC
Common
037833100
2543
6970
SH
SOLE
6970
0
0
AT&T INC
Common
00206R102
2226
73629
SH
SOLE
73629
0
0
BANK OF AMER CORP
Common
060505104
2006
84459
SH
SOLE
84459
0
0
BAXTER INTL INC
Common
071813109
527
6120
SH
SOLE
6120
0
0
BERKSHIRE HATHAWAY INC B
Common
084670702
504
2822
SH
SOLE
2822
0
0
BOEING COMPANY
Common
097023105
1207
6584
SH
SOLE
6584
0
0
BRISTOL MYERS SQUIBB CO
Common
110122108
1124
19113
SH
SOLE
19113
0
0
CATERPILLAR INC
Common
149123101
732
5783
SH
SOLE
5783
0
0
CHEVRON CORP
Common
166764100
2153
24134
SH
SOLE
24134
0
0
CIGNA CORP
Common
125523100
470
2503
SH
SOLE
2503
0
0
CISCO SYSTEMS INC
Common
17275R102
394
8456
SH
SOLE
8456
0
0
CITIGROUP INC
Common
172967424
213
4162
SH
SOLE
4162
0
0
CLOROX CO
Common
189054109
2652
12091
SH
SOLE
12091
0
0
COCA COLA CO COM
Common
191216100
750
16775
SH
SOLE
16775
0
0
COLGATE PALMOLIVE CO
Common
194162103
293
4000
SH
SOLE
4000
0
0
COMCAST CORP CL A
Common
20030N101
492
12630
SH
SOLE
12630
0
0
CONOCOPHILLIPS
Common
20825C104
402
9577
SH
SOLE
9577
0
0
CORTEVA INC
Common
22052L104
221
8261
SH
SOLE
8261
0
0
COSTCO WHOLESALE CORP
Common
22160K105
1287
4243
SH
SOLE
4243
0
0
CVS HEALTH CORP
Common
126650100
854
13151
SH
SOLE
13151
0
0
DEERE & CO
Common
244199105
1010
6426
SH
SOLE
6426
0
0
DISNEY WALT CO DISNEY COM
Common
254687106
2884
25865
SH
SOLE
25865
0
0
DOMINION ENERGY INC
Common
25746U109
204
2514
SH
SOLE
2514
0
0
DOW INC
Common
260557103
409
10040
SH
SOLE
10040
0
0
DUKE ENERGY CORP NEW
Common
26441C204
233
2912
SH
SOLE
2912
0
0
DUPONT DE NEMOURS INC
Common
26614N102
641
12057
SH
SOLE
12057
0
0
EDWARDS LIFESCIENCES
Common
28176E108
207
3000
SH
SOLE
3000
0
0
EMERSON ELECTRIC CO
Common
291011104
251
4045
SH
SOLE
4045
0
0
ENTERPRISE PRODUCTS
Common
293792107
243
13400
SH
SOLE
13400
0
0
EVERSOURCE ENERGY COM
Common
30040W108
254
3053
SH
SOLE
3053
0
0
EXXON MOBIL CORP
Common
30231G102
2776
62083
SH
SOLE
62083
0
0
FACEBOOK INC CL A
Common
30303M102
2123
9349
SH
SOLE
9349
0
0
FEDEX CORP
Common
31428X106
386
2750
SH
SOLE
2750
0
0
FIRST TRUST NASDAQ 100
ETF
337345102
202
1850
SH
SOLE
1850
0
0
FIRST TRUST VALUE LINE
ETF
33734H106
228
7530
SH
SOLE
7530
0
0
GENL ELECTRIC CO
Common
369604103
561
82199
SH
SOLE
82199
0
0
GENL MILLS INC
Common
370334104
771
12503
SH
SOLE
12503
0
0
GOLDMAN SACHS GROUP INC
Common
38141G104
346
1750
SH
SOLE
1750
0
0
HOME DEPOT INC
Common
437076102
2675
10680
SH
SOLE
10680
0
0
HONEYWELL INTL INC
Common
438516106
1940
13414
SH
SOLE
13414
0
0
INDUSTRIAL SELECT SECTOR
ETF
81369Y704
203
2950
SH
SOLE
2950
0
0
INVESCO QQQ TRUST ETF
ETF
46090E103
1492
6027
SH
SOLE
6027
0
0
INVESCO S&P 500 EQUAL
ETF
46137V357
962
9455
SH
SOLE
9455
0
0
ISHARES RUSSELL 1000
ETF
464287614
1260
6566
SH
SOLE
6566
0
0
ISHARES RUSSELL 2000 ETF
ETF
464287655
315
2200
SH
SOLE
2200
0
0
JOHNSON & JOHNSON COM
Common
478160104
3358
23875
SH
SOLE
23875
0
0
JPMORGAN CHASE & CO
Common
46625H100
2155
22908
SH
SOLE
22908
0
0
KELLOGG CO
Common
487836108
263
3975
SH
SOLE
3975
0
0
KIMBERLY CLARK CORP
Common
494368103
570
4033
SH
SOLE
4033
0
0
LILLY ELI & CO
Common
532457108
738
4493
SH
SOLE
4493
0
0
LINDE PLC EUR
Common
G5494J103
397
1873
SH
SOLE
1873
0
0
LOCKHEED MARTIN CORP
Common
539830109
1185
3247
SH
SOLE
3247
0
0
LOWES COMPANIES INC
Common
548661107
659
4875
SH
SOLE
4875
0
0
MASTERCARD INC CL A
Common
57636Q104
435
1470
SH
SOLE
1470
0
0
MCDONALDS CORP
Common
580135101
664
3598
SH
SOLE
3598
0
0
MEDTRONIC PLC
Common
G5960L103
301
3277
SH
SOLE
3277
0
0
MERCK & CO INC NEW COM
Common
58933Y105
1410
18235
SH
SOLE
18235
0
0
MICROSOFT CORP
Common
594918104
3292
16177
SH
SOLE
16177
0
0
MONDELEZ INTL INC
Common
609207105
890
17398
SH
SOLE
17398
0
0
NASDAQ INC
Common
631103108
311
2600
SH
SOLE
2600
0
0
NEXTERA ENERGY INC COM
Common
65339F101
1421
5916
SH
SOLE
5916
0
0
NIKE INC CL B
Common
654106103
1886
19230
SH
SOLE
19230
0
0
NORFOLK STHN CORP
Common
655844108
426
2425
SH
SOLE
2425
0
0
NORTHROP GRUMMAN CORP
Common
666807102
1162
3781
SH
SOLE
3781
0
0
NOVARTIS AG SPON ADR
Sponsored ADR
66987V109
860
9849
SH
SOLE
9849
0
0
NVIDIA CORP
Common
67066G104
484
1275
SH
SOLE
1275
0
0
O REILLY AUTOMOTIVE INC
Common
67103H107
1719
4076
SH
SOLE
4076
0
0
ORACLE CORP
Common
68389X105
463
8380
SH
SOLE
8380
0
0
PAYPAL HOLDINGS INC
Common
70450Y103
366
2100
SH
SOLE
2100
0
0
PEPSICO INC
Common
713448108
3676
27791
SH
SOLE
27791
0
0
PFIZER INC
Common
717081103
1520
46483
SH
SOLE
46483
0
0
PHILIP MORRIS INTL INC
Common
718172109
1367
19509
SH
SOLE
19509
0
0
PHILLIPS 66
Common
718546104
254
3531
SH
SOLE
3531
0
0
PROCTER & GAMBLE CO
Common
742718109
3922
32797
SH
SOLE
32797
0
0
PROSHARES ULTRA DOW30
ETF
74347R305
378
9370
SH
SOLE
9370
0
0
RAYTHEON TECHNOLOGIES
Common
75513E101
1241
20146
SH
SOLE
20146
0
0
ROYAL DUTCH SHELL PLC
Sponsored ADR
780259206
267
8181
SH
SOLE
8181
0
0
SEACOAST BKG CORP FLA
Common
811707801
286
14000
SH
SOLE
14000
0
0
SERVICENOW INC
Common
81762P102
375
925
SH
SOLE
925
0
0
SPDR S&P BIOTECH ETF
ETF
78464A870
252
2250
SH
SOLE
2250
0
0
SPRAGUE RESOURCES LP MLP
Common
849343108
331
21007
SH
SOLE
21007
0
0
STATE STREET CORP
Common
857477103
1199
18870
SH
SOLE
18870
0
0
SYSCO CORP
Common
871829107
474
8663
SH
SOLE
8663
0
0
TELEFLEX INC
Common
879369106
291
800
SH
SOLE
800
0
0
THERMO FISHER SCIENTIFIC
Common
883556102
2391
6600
SH
SOLE
6600
0
0
TORONTO DOMINION BK NEW
Common
891160509
3706
83075
SH
SOLE
83075
0
0
UNION PACIFIC CORP
Common
907818108
1910
11300
SH
SOLE
11300
0
0
VERIZON COMMUNICATIONS
Common
92343V104
1687
30595
SH
SOLE
30595
0
0
VISA INC CL A
Common
92826C839
749
3875
SH
SOLE
3875
0
0
WALMART INC
Common
931142103
782
6525
SH
SOLE
6525
0
0
WATERS CORP
Common
941848103
235
1300
SH
SOLE
1300
0
0
WEC ENERGY GROUP INC COM
Common
92939U106
773
8821
SH
SOLE
8821
0
0
WELLS FARGO & CO NEW
Common
949746101
322
12585
SH
SOLE
12585
0
0
YUM! BRANDS INC
Common
988498101
201
2310
SH
SOLE
2310
0
0
ZIMMER BIOMET HOLDINGS
Common
98956P102
263
2200
SH
SOLE
2200
0
0