0001714678-21-000003.txt : 20210521
0001714678-21-000003.hdr.sgml : 20210521
20210521145743
ACCESSION NUMBER: 0001714678-21-000003
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210521
DATE AS OF CHANGE: 20210521
EFFECTIVENESS DATE: 20210521
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/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18141
FILM NUMBER: 21948622
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/A
1
primary_doc.xml
13F-HR/A
LIVE
false
false
false
0001714678
XXXXXXXX
03-31-2021
03-31-2021
true
1
NEW HOLDINGS
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
05-21-2021
0
128
144789
INFORMATION TABLE
2
beatonq12021rev.xml
3M CO
Common
88579Y101
2226
11551
SH
SOLE
11551
0
0
ABBOTT LABS
Common
002824100
580
4840
SH
SOLE
4840
0
0
ABBVIE INC COM
Common
00287Y109
1201
11101
SH
SOLE
11101
0
0
ADOBE SYS INC COM
Common
00724F101
1276
2685
SH
SOLE
2685
0
0
AIR PROD & CHEMICAL INC
Common
009158106
332
1179
SH
SOLE
1179
0
0
ALIBABA GROUP HLDG LTD
Sponsored ADR
01609W102
1218
5370
SH
SOLE
5370
0
0
ALLSTATE CORP
Common
020002101
374
3258
SH
SOLE
3258
0
0
ALPHABET INC CL A
Common
02079K305
1225
594
SH
SOLE
594
0
0
ALTRIA GROUP INC
Common
02209S103
1033
20185
SH
SOLE
20185
0
0
AMAZON COM INC
Common
023135106
3626
1172
SH
SOLE
1172
0
0
AMER ELECTRIC POWER CO
Common
025537101
233
2747
SH
SOLE
2747
0
0
AMER EXPRESS CO
Common
025816109
630
4456
SH
SOLE
4456
0
0
AMERICAN WATER WORKS CO
Common
030420103
566
3775
SH
SOLE
3775
0
0
AMERIPRISE FINANCIAL INC
Common
03076C106
230
991
SH
SOLE
230
0
0
AMGEN INC
Common
031162100
921
3700
SH
SOLE
3700
0
0
AMPHENOL CORP NEW CL A
Common
032095101
769
11660
SH
SOLE
11660
0
0
ANTHEM INC
Common
036752103
287
800
SH
SOLE
800
0
0
APPLE INC
Common
037833100
3432
28098
SH
SOLE
28098
0
0
AT&T INC
Common
00206R102
2091
69082
SH
SOLE
69082
0
0
BANK OF AMER CORP
Common
060505104
3261
84277
SH
SOLE
84277
0
0
BAXTER INTL INC
Common
071813109
506
5995
SH
SOLE
5995
0
0
BERKSHIRE HATHAWAY INC
Common
084670108
270
7
SH
SOLE
7
0
0
BERKSHIRE HATHAWAY INC
Common
084670702
704
2755
SH
SOLE
2755
0
0
BOEING COMPANY
Common
097023105
1760
6909
SH
SOLE
6909
0
0
BRISTOL MYERS SQUIBB CO
Common
110122108
1176
18633
SH
SOLE
18633
0
0
CATERPILLAR INC
Common
149123101
1364
5883
SH
SOLE
5883
0
0
CBRE GROUP INC CL A
Common
12504L109
332
4200
SH
SOLE
332
0
0
CHEVRON CORP
Common
166764100
2496
23815
SH
SOLE
23815
0
0
CIGNA CORP
Common
125523100
605
2503
SH
SOLE
2503
0
0
CISCO SYSTEMS INC
Common
17275R102
422
8156
SH
SOLE
8156
0
0
CITIGROUP INC
Common
172967424
303
4162
SH
SOLE
4162
0
0
CLOROX CO
Common
189054109
2313
11991
SH
SOLE
11991
0
0
COCA COLA CO COM
Common
191216100
916
17375
SH
SOLE
17375
0
0
COLGATE PALMOLIVE CO
Common
194162103
296
3750
SH
SOLE
3750
0
0
COMCAST CORP CL A
Common
20030N101
639
11810
SH
SOLE
11810
0
0
CONOCOPHILLIPS
Common
20825C104
465
8777
SH
SOLE
8777
0
0
CORTEVA INC
Common
22052L104
348
7472
SH
SOLE
7472
0
0
COSTCO WHOLESALE CORP
Common
22160K105
1462
4148
SH
SOLE
4148
0
0
CSX CORP COM
Common
126408103
222
2300
SH
SOLE
2300
0
0
CVS HEALTH CORP
Common
126650100
980
13025
SH
SOLE
13025
0
0
DEERE & CO
Common
244199105
2348
6276
SH
SOLE
6276
0
0
DOW INC
Common
260557103
640
10016
SH
SOLE
10016
0
0
DUKE ENERGY CORP NEW
Common
26441C204
299
3101
SH
SOLE
3101
0
0
DUPONT DE NEMOURS INC
Common
26614N102
891
11533
SH
SOLE
11533
0
0
EDWARDS LIFESCIENCES
Common
28176E108
220
2625
SH
SOLE
2625
0
0
EMERSON ELECTRIC CO
Common
291011104
347
3845
SH
SOLE
3845
0
0
EVERSOURCE ENERGY COM
Common
30040W108
256
2953
SH
SOLE
2953
0
0
EXXON MOBIL CORP
Common
30231G102
3408
61037
SH
SOLE
61037
0
0
FACEBOOK INC CL A
Common
30303M102
2707
9192
SH
SOLE
9192
0
0
FEDEX CORP
Common
31428X106
753
2650
SH
SOLE
2650
0
0
FIRST TRUST NASDAQ 100
ETF
337345102
267
1850
SH
SOLE
1850
0
0
FIRST TRUST VALUE LINE
ETF
33734H106
275
7230
SH
SOLE
7230
0
0
FORD MOTOR CO COM
Common
345370860
292
23833
SH
SOLE
23833
0
0
GENERAL MOTORS CO
Common
37045V100
304
5293
SH
SOLE
304
0
0
GENL ELECTRIC CO
Common
369604103
1134
86398
SH
SOLE
86398
0
0
GENL MILLS INC
Common
370334104
696
11353
SH
SOLE
11353
0
0
GOLDMAN SACHS GROUP INC
Common
38141G104
572
1750
SH
SOLE
1750
0
0
HCA HEALTHCARE INC
Common
40412C101
348
1850
SH
SOLE
1850
0
0
HERSHEY CO
Common
427866108
239
1509
SH
SOLE
1509
0
0
HOME DEPOT INC
Common
437076102
2982
9770
SH
SOLE
9770
0
0
HONEYWELL INTL INC
Common
438516106
3085
14214
SH
SOLE
14214
0
0
INDUSTRIAL SELECT SECTOR
ETF
81369Y704
282
2860
SH
SOLE
2860
0
0
INTL BUSINESS MACH
Common
459200101
1021
7660
SH
SOLE
7660
0
0
INVESCO QQQ TRUST ETF
ETF
46090E103
1869
5857
SH
SOLE
5857
0
0
INVESCO S&P 500 EQUAL
ETF
46137V357
1322
9335
SH
SOLE
9335
0
0
ISHARES EXPANDED
ETF
464287549
253
700
SH
SOLE
700
0
0
ISHARES RUSSELL 1000
ETF
464287614
1596
6566
SH
SOLE
6566
0
0
ISHARES RUSSELL 2000 ETF
ETF
464287655
492
2225
SH
SOLE
2225
0
0
ISHARES S&P SMALLCAP 600
ETF
464287887
254
1980
SH
SOLE
1980
0
0
JOHNSON & JOHNSON COM
Common
478160104
3655
22240
SH
SOLE
22240
0
0
JPMORGAN CHASE & CO
Common
46625H100
3408
22384
SH
SOLE
22384
0
0
KELLOGG CO
Common
487836108
234
3700
SH
SOLE
3700
0
0
KIMBERLY CLARK CORP
Common
494368103
547
3933
SH
SOLE
3933
0
0
LILLY ELI & CO
Common
532457108
839
4493
SH
SOLE
4493
0
0
LINDE PLC EUR
Common
G5494J103
525
1873
SH
SOLE
1873
0
0
LOCKHEED MARTIN CORP
Common
539830109
1200
3247
SH
SOLE
3247
0
0
LOWES COS INC COM
Common
548661107
927
4875
SH
SOLE
4875
0
0
MASTERCARD INC CL A
Common
57636Q104
488
1370
SH
SOLE
1370
0
0
MCDONALDS CORP
Common
580135101
806
3598
SH
SOLE
3598
0
0
MEDTRONIC PLC
Common
G5960L103
375
3177
SH
SOLE
3177
0
0
MERCK & CO INC NEW COM
Common
58933Y105
1527
19810
SH
SOLE
19810
0
0
MICROSOFT CORP
Common
594918104
4026
17076
SH
SOLE
17076
0
0
MONDELEZ INTL INC
Common
609207105
1016
17363
SH
SOLE
17363
0
0
NASDAQ INC
Common
631103108
383
2600
SH
SOLE
2600
0
0
NEXTERA ENERGY INC COM
Common
65339F101
1638
21664
SH
SOLE
21664
0
0
NIKE INC CL B
Common
654106103
2449
18430
SH
SOLE
18430
0
0
NORFOLK STHN CORP
Common
655844108
639
2380
SH
SOLE
2380
0
0
NORTHROP GRUMMAN CORP
Common
666807102
1224
3781
SH
SOLE
3781
0
0
NOVARTIS AG SPON ADR
Sponsored ADR
66987V109
808
9447
SH
SOLE
9447
0
0
NVIDIA CORP
Common
67066G104
836
1565
SH
SOLE
1565
0
0
O REILLY AUTOMOTIVE INC
Common
67103H107
2042
4026
SH
SOLE
4026
0
0
ORACLE CORP
Common
68389X105
528
7530
SH
SOLE
7530
0
0
PAYPAL HOLDINGS INC
Common
70450Y103
534
2200
SH
SOLE
534
0
0
PEPSICO INC
Common
713448108
3881
27438
SH
SOLE
27438
0
0
PFIZER INC
Common
717081103
1668
46038
SH
SOLE
46038
0
0
PHILIP MORRIS INTL INC
Common
718172109
1627
18334
SH
SOLE
18334
0
0
PHILLIPS 66
Common
718546104
255
3131
SH
SOLE
3131
0
0
PROCTER & GAMBLE CO
Common
742718109
4362
32207
SH
SOLE
32207
0
0
PROSHARES ULTRA DOW30
ETF
74347R305
617
9370
SH
SOLE
9370
0
0
PROSHARES ULTRA SEMI
ETF
74347R669
256
2135
SH
SOLE
2135
0
0
RAYTHEON TECHNOLOGIES
Common
75513E101
1514
19598
SH
SOLE
19598
0
0
RELIANCE STEEL &
Common
759509102
305
2000
SH
SOLE
2000
0
0
ROYAL DUTCH SHELL PLC
Sponsored ADR
780259206
277
7063
SH
SOLE
7063
0
0
SEACOAST BKG CORP FLA
Common
811707801
471
13000
SH
SOLE
13000
0
0
SERVICENOW INC
Common
81762P102
475
950
SH
SOLE
950
0
0
SPDR S&P BIOTECH ETF
ETF
78464A870
297
2190
SH
SOLE
2190
0
0
SPRAGUE RESOURCES LP MLP
Common
849343108
458
20900
SH
SOLE
20900
0
0
SQUARE INC CL A
Common
852234103
352
1550
SH
SOLE
1550
0
0
STATE STREET CORP
Common
857477103
1585
18870
SH
SOLE
18870
0
0
SYSCO CORP
Common
871829107
533
6763
SH
SOLE
6763
0
0
TE CONNECTIVITY LTD CHF
Common
H84989104
288
2232
SH
SOLE
2232
0
0
TELEFLEX INC
Common
879369106
332
800
SH
SOLE
800
0
0
TESLA INC
Common
88160R101
516
773
SH
SOLE
773
0
0
THERMO FISHER SCIENTIFIC
Common
883556102
3012
6600
SH
SOLE
6600
0
0
TORONTO DOMINION BK NEW
Common
891160509
5267
80775
SH
SOLE
80775
0
0
UNION PACIFIC CORP
Common
907818108
2491
11300
SH
SOLE
11300
0
0
UNITED PARCEL SERVICE
Common
911312106
353
2078
SH
SOLE
2078
0
0
UNITEDHEALTH GROUP INC
Common
91324P102
223
600
SH
SOLE
600
0
0
VERIZON COMMUNICATIONS
Common
92343V104
1776
30535
SH
SOLE
30535
0
0
VISA INC CL A
Common
92826C839
831
3925
SH
SOLE
3925
0
0
WALMART INC
Common
931142103
852
6275
SH
SOLE
6275
0
0
WALT DISNEY CO (HOLDING
Common
254687106
4512
24455
SH
SOLE
24455
0
0
WATERS CORP
Common
941848103
369
1300
SH
SOLE
1300
0
0
WEC ENERGY GROUP INC COM
Common
92939U106
746
7971
SH
SOLE
7971
0
0
WELLS FARGO & CO NEW
Common
949746101
472
12085
SH
SOLE
12085
0
0
YUM! BRANDS INC
Common
988498101
250
2310
SH
SOLE
2310
0
0
ZILLOW GROUP INC CL C CAP STK
Common
98954M200
337
2600
SH
SOLE
2600
0
0
ZIMMER BIOMET HOLDINGS
Common
98956P102
333
2080
SH
SOLE
2080
0
0