0001714678-24-000002.txt : 20240510
0001714678-24-000002.hdr.sgml : 20240510
20240510140555
ACCESSION NUMBER: 0001714678-24-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240510
DATE AS OF CHANGE: 20240510
EFFECTIVENESS DATE: 20240510
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Beaton Management Co. Inc.
CENTRAL INDEX KEY: 0001714678
ORGANIZATION NAME:
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: 24934116
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
X0202
13F-HR
LIVE
false
false
false
0001714678
XXXXXXXX
03-31-2024
03-31-2024
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
05-10-2024
0
136
183685
false
INFORMATION TABLE
2
beatonq124.xml
3M CO
Common
88579Y101
1164
10975
SH
SOLE
10975
0
0
ABBOTT LABS
Common
002824100
514
4522
SH
SOLE
4522
0
0
ABBVIE INC COM
Common
00287Y109
1982
10885
SH
SOLE
10885
0
0
ADOBE SYS INC COM
Common
00724F101
1347
2670
SH
SOLE
2670
0
0
AIR PROD & CHEMICAL INC
Common
009158106
289
1194
SH
SOLE
1194
0
0
ALLSTATE CORP
Common
020002101
581
3358
SH
SOLE
3358
0
0
ALPHABET INC CL A
Common
02079K305
2330
15439
SH
SOLE
15439
0
0
ALPHABET INC CL C
Common
02079K107
446
2927
SH
SOLE
2927
0
0
AMAZON.COM INC
Common
023135106
4917
27260
SH
SOLE
27260
0
0
AMER ELECTRIC POWER CO
Common
025537101
235
2732
SH
SOLE
2732
0
0
AMERICAN WATER WORKS CO
Common
030420103
431
3525
SH
SOLE
3525
0
0
AMERIPRISE FINANCIAL INC
Common
03076C106
399
910
SH
SOLE
910
0
0
AMGEN INC
Common
031162100
985
3463
SH
SOLE
3463
0
0
AMPHENOL CORP NEW CL A
Common
032095101
1361
11800
SH
SOLE
11800
0
0
ANALOG DEVICES INC
Common
032654105
555
2806
SH
SOLE
2806
0
0
APPLE INC
Common
037833100
5443
31744
SH
SOLE
31744
0
0
AT&T INC
Common
00206R102
911
51754
SH
SOLE
51754
0
0
AUTOMATIC DATA PROCESSNG
Common
053015103
224
896
SH
SOLE
896
0
0
BANK AMER CORP COM
Common
060505104
3138
82759
SH
SOLE
82759
0
0
BAXTER INTL INC
Common
071813109
227
5310
SH
SOLE
5310
0
0
BERKSHIRE HATHAWAY INC
Common
084670108
3807
6
SH
SOLE
6
0
0
BERKSHIRE HATHAWAY INC
Common
084670702
1316
3130
SH
SOLE
3130
0
0
BOEING CO COM
Common
097023105
1600
8293
SH
SOLE
8293
0
0
BRISTOL MYERS SQUIBB CO
Common
110122108
1108
20424
SH
SOLE
20424
0
0
CATERPILLAR INC
Common
149123101
2071
5653
SH
SOLE
5653
0
0
CBRE GROUP INC CL A
Common
12504L109
399
4100
SH
SOLE
4100
0
0
CHEVRON CORP
Common
166764100
3342
21184
SH
SOLE
21184
0
0
CIGNA GROUP COM
Common
125523100
911
2508
SH
SOLE
2508
0
0
CISCO SYS INC COM
Common
17275R102
678
13580
SH
SOLE
13580
0
0
CITIGROUP INC
Common
172967424
246
3892
SH
SOLE
3892
0
0
CLOROX CO
Common
189054109
841
5491
SH
SOLE
5491
0
0
COCA COLA CO COM
Common
191216100
1232
20141
SH
SOLE
20141
0
0
COLGATE PALMOLIVE CO
Common
194162103
268
2979
SH
SOLE
2979
0
0
COMCAST CORP NEW CL A
Common
20030N101
508
11708
SH
SOLE
11708
0
0
CONOCOPHILLIPS
Common
20825C104
1088
8551
SH
SOLE
8551
0
0
CONSOLIDATED EDISON INC COM
Common
209115104
211
2323
SH
SOLE
2323
0
0
CORTEVA INC
Common
22052L104
196
3390
SH
SOLE
3390
0
0
COSTCO WHOLESALE CORP
Common
22160K105
2972
4057
SH
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0
CSX CORP COM
Common
126408103
234
6315
SH
SOLE
6315
0
0
CVS HEALTH CORP
Common
126650100
936
11732
SH
SOLE
11732
0
0
DEERE AND CO
Common
244199105
2579
6279
SH
SOLE
6279
0
0
DOW INC
Common
260557103
527
9091
SH
SOLE
9091
0
0
DUKE ENERGY CORP NEW
Common
26441C204
329
3405
SH
SOLE
3405
0
0
DUPONT DE NEMOURS INC
Common
26614N102
780
10167
SH
SOLE
10167
0
0
EATON CORP PLC
Common
G29183103
330
1054
SH
SOLE
1054
0
0
EMERSON ELEC CO COM
Common
291011104
436
3845
SH
SOLE
3845
0
0
EXTRA SPACE STORAGE INC
Common
30225T102
257
1750
SH
SOLE
1750
0
0
EXXON MOBIL CORP
Common
30231G102
5224
44943
SH
SOLE
44943
0
0
FEDEX CORP
Common
31428X106
961
3317
SH
SOLE
3317
0
0
FIRST TRUST NASDAQ 100
ETF
337345102
410
2150
SH
SOLE
2150
0
0
FIRST TRUST VALUE LINE
ETF
33734H106
310
7335
SH
SOLE
7335
0
0
FORD MOTOR CO COM
Common
345370860
315
23733
SH
SOLE
23733
0
0
GENERAC HLDGS INC
Common
368736104
457
3625
SH
SOLE
3625
0
0
GENL ELEC CO
Common
369604301
1663
9475
SH
SOLE
9475
0
0
GENL MILLS INC
Common
370334104
721
10304
SH
SOLE
10304
0
0
GOLDMAN SACHS GROUP INC
Common
38141G104
731
1750
SH
SOLE
1750
0
0
HCA HEALTHCARE INC
Common
40412C101
617
1850
SH
SOLE
1850
0
0
HERSHEY CO
Common
427866108
294
1509
SH
SOLE
1509
0
0
HOME DEPOT INC
Common
437076102
3729
9720
SH
SOLE
9720
0
0
HONEYWELL INTL INC
Common
438516106
2641
12868
SH
SOLE
12868
0
0
INTEL CORP
Common
458140100
990
22408
SH
SOLE
22408
0
0
INTL BUSINESS MACH
Common
459200101
1019
5334
SH
SOLE
5334
0
0
INVESCO QQQ TRUST ETF
ETF
46090E103
3042
6852
SH
SOLE
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0
INVESCO S&P 500 EQUAL
ETF
46137V357
1442
8514
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SOLE
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0
INVESCO WATER RESOURCES
ETF
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ISHARES CORE S&P
ETF
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242
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0
ISHARES CORE S&P MIDCAP
ETF
464287507
275
4530
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0
ISHARES EXPANDED
ETF
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362
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ETF
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SH
SOLE
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0
ISHARES S&P SMALLCAP 600
ETF
464287887
214
1640
SH
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1640
0
0
ISHARES TR RUSSELL 2000 ETF
ETF
464287655
431
2050
SH
SOLE
2050
0
0
JOHNSON & JOHNSON COM
Common
478160104
3500
22127
SH
SOLE
22127
0
0
JPMORGAN CHASE & CO
Common
46625H100
4415
22043
SH
SOLE
22043
0
0
KIMBERLY CLARK CORP
Common
494368103
471
3641
SH
SOLE
3641
0
0
KKR & CO INC COM
Common
48251W104
211
2100
SH
SOLE
2100
0
0
LANDSTAR SYS INC COM
Common
515098101
200
1040
SH
SOLE
1040
0
0
LILLY ELI & CO
Common
532457108
4455
5727
SH
SOLE
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LINDE PLC NEW EUR
Common
G54950103
874
1883
SH
SOLE
1883
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LOCKHEED MARTIN CORP
Common
539830109
1457
3204
SH
SOLE
3204
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0
LOWES COS INC COM
Common
548661107
1296
5086
SH
SOLE
5086
0
0
MASTERCARD INC CL A
Common
57636Q104
762
1582
SH
SOLE
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0
MCDONALDS CORP
Common
580135101
1352
4796
SH
SOLE
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0
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MEDTRONIC PLC
Common
G5960L103
242
2778
SH
SOLE
2778
0
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MERCK & CO INC COM
Common
58933Y105
2605
19746
SH
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0
0
META PLATFORMS INC CL A
Common
30303M102
4471
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SH
SOLE
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MICROSOFT CORP
Common
594918104
7597
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SH
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0
0
MODERNA INC
Common
60770K107
325
3050
SH
SOLE
3050
0
0
MONDELEZ INTL INC
Common
609207105
1182
16891
SH
SOLE
16891
0
0
NASDAQ INC
Common
631103108
492
7800
SH
SOLE
7800
0
0
NETFLIX INC
Common
64110L106
227
373
SH
SOLE
373
0
0
NEXTERA ENERGY INC COM
Common
65339F101
1259
19700
SH
SOLE
19700
0
0
NIKE INC CL B
Common
654106103
1552
16512
SH
SOLE
16512
0
0
NORFOLK SOUTHN CORP COM
Common
655844108
479
1880
SH
SOLE
1880
0
0
NORTHROP GRUMMAN CORP
Common
666807102
1812
3786
SH
SOLE
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0
0
NOVARTIS AG SPON ADR
Sponsored ADR
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858
8873
SH
SOLE
8873
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0
NUCOR CORP
Common
670346105
366
1850
SH
SOLE
1850
0
0
NVIDIA CORP
Common
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6152
6809
SH
SOLE
6809
0
0
O REILLY AUTOMOTIVE INC
Common
67103H107
4547
4028
SH
SOLE
4028
0
0
ORACLE CORP
Common
68389X105
926
7369
SH
SOLE
7369
0
0
PEPSICO INC
Common
713448108
4760
27198
SH
SOLE
27198
0
0
PFIZER INC
Common
717081103
1278
46054
SH
SOLE
46054
0
0
PHILIP MORRIS INTL INC
Common
718172109
1594
17400
SH
SOLE
17400
0
0
PHILLIPS 66
Common
718546104
511
3131
SH
SOLE
3131
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PROCTER & GAMBLE CO
Common
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4692
28919
SH
SOLE
28919
0
0
PROSHARES ULTRA DOW30
ETF
74347R305
758
8700
SH
SOLE
8700
0
0
RELIANCE INC
Common
759509102
668
2000
SH
SOLE
2000
0
0
ROCKWELL AUTOMATION INC
Common
773903109
821
2818
SH
SOLE
2818
0
0
RTX CORP
Common
75513E101
1897
19446
SH
SOLE
19446
0
0
SALESFORCE INC.
Common
79466L302
461
1531
SH
SOLE
1531
0
0
SCHLUMBERGER LTD
Common
806857108
210
3830
SH
SOLE
3830
0
0
SEACOAST BKG CORP FLA
Common
811707801
254
10000
SH
SOLE
10000
0
0
SELECT SECTOR SPDR TR INDL
ETF
81369Y704
322
2560
SH
SOLE
2560
0
0
SERVICENOW INC
Common
81762P102
759
995
SH
SOLE
995
0
0
SHELL PLC SPON ADR
Sponsored ADR
780259305
432
6450
SH
SOLE
6450
0
0
SPDR S&P 500 ETF TR
ETF
78462F103
944
1804
SH
SOLE
1804
0
0
SPDR S&P HOMEBUILDERS
ETF
78464A888
212
1900
SH
SOLE
1900
0
0
STATE STR CORP COM
Common
857477103
1393
18022
SH
SOLE
18022
0
0
SYSCO CORP
Common
871829107
642
7913
SH
SOLE
7913
0
0
TE CONNECTIVITY LTD CHF
Common
H84989104
354
2436
SH
SOLE
2436
0
0
TESLA INC
Common
88160R101
674
3835
SH
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0
0
TEXAS INSTRUMENTS
Common
882508104
264
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THERMO FISHER SCIENTIFIC
Common
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4132
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7110
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0
TORONTO DOMINION BK NEW
Common
891160509
5037
83427
SH
SOLE
83427
0
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UFP TECHNOLOGIES INC
Common
902673102
778
3085
SH
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0
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ULTRA SEMICONDUCTOR
ETF
74347R669
636
6410
SH
SOLE
6410
0
0
UNITED PARCEL SERVICE
Common
911312106
337
2267
SH
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2267
0
0
UNITEDHEALTH GROUP INC
Common
91324P102
399
806
SH
SOLE
806
0
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VERIZON COMMUNICATIONS
Common
92343V104
1488
35473
SH
SOLE
35473
0
0
VISA INC CL A
Common
92826C839
1483
5314
SH
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5314
0
0
WALMART INC
Common
931142103
1105
18357
SH
SOLE
18357
0
0
WALT DISNEY CO (HOLDING
Common
254687106
2943
24052
SH
SOLE
24052
0
0
WATERS CORP
Common
941848103
483
1402
SH
SOLE
1402
0
0
WEC ENERGY GROUP INC COM
Common
92939U106
646
7988
SH
SOLE
7988
0
0
WELLS FARGO & CO NEW
Common
949746101
580
10000
SH
SOLE
10000
0
0
YUM! BRANDS INC
Common
988498101
308
2219
SH
SOLE
2219
0
0
ZIMMER BIOMET HOLDINGS
Common
98956P102
263
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SH
SOLE
1989
0
0