0001714678-22-000002.txt : 20220513
0001714678-22-000002.hdr.sgml : 20220513
20220513105851
ACCESSION NUMBER: 0001714678-22-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220513
DATE AS OF CHANGE: 20220513
EFFECTIVENESS DATE: 20220513
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: 22920958
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
03-31-2022
03-31-2022
Beaton Management Co. Inc.
150 SUMMER STREET
HAVERHILL
MA
01830
13F HOLDINGS REPORT
028-18141
N
Terrence A Beaton Beaton Mgmt Co Inc
President
9783723008
Terrence A Beaton
Haverhill
MA
05-13-2022
0
141
161979
false
INFORMATION TABLE
2
beatonq122.xml
3M CO
Common
88579Y101
1636
10992
SH
SOLE
10992
0
0
ABBOTT LABS
Common
002824100
551
4656
SH
SOLE
4656
0
0
ABBVIE INC COM
Common
00287Y109
1784
11004
SH
SOLE
11004
0
0
ADOBE SYS INC COM
Common
00724F101
1203
2640
SH
SOLE
2640
0
0
AIR PROD & CHEMICAL INC
Common
009158106
295
1179
SH
SOLE
1179
0
0
ALIBABA GROUP HLDG LTD
Sponsored ADR
01609W102
606
5567
SH
SOLE
5567
0
0
ALLSTATE CORP
Common
020002101
451
3258
SH
SOLE
3258
0
0
ALPHABET INC CL C
Common
02079K107
355
127
SH
SOLE
127
0
0
ALTRIA GROUP INC
Common
02209S103
1052
20135
SH
SOLE
20135
0
0
AMAZON.COM INC
Common
023135106
4026
1235
SH
SOLE
1235
0
0
AMER ELECTRIC POWER CO
Common
025537101
274
2747
SH
SOLE
2747
0
0
AMERICAN WATER WORKS CO
Common
030420103
625
3775
SH
SOLE
3775
0
0
AMERIPRISE FINANCIAL INC
Common
03076C106
298
991
SH
SOLE
991
0
0
AMGEN INC
Common
031162100
781
3230
SH
SOLE
3230
0
0
AMPHENOL CORP NEW CL A
Common
032095101
871
11560
SH
SOLE
11560
0
0
ANTHEM INC
Common
036752103
393
800
SH
SOLE
800
0
0
APPLE INC
Common
037833100
5025
28776
SH
SOLE
28776
0
0
AT&T INC
Common
00206R102
1484
62797
SH
SOLE
62797
0
0
AUTOMATIC DATA PROCESSNG
Common
053015103
201
885
SH
SOLE
885
0
0
BANK OF AMER CORP
Common
060505104
3577
86784
SH
SOLE
86784
0
0
BAXTER INTL INC
Common
071813109
460
5935
SH
SOLE
5935
0
0
BERKSHIRE HATHAWAY INC
Common
084670702
1004
2846
SH
SOLE
2846
0
0
BLOCK INC CL A
Common
852234103
214
1575
SH
SOLE
1575
0
0
BOEING COMPANY
Common
097023105
1554
8116
SH
SOLE
8116
0
0
BRISTOL MYERS SQUIBB CO
Common
110122108
1436
19658
SH
SOLE
19658
0
0
CATERPILLAR INC
Common
149123101
1315
5903
SH
SOLE
5903
0
0
CBRE GROUP INC CL A
Common
12504L109
384
4200
SH
SOLE
4200
0
0
CHEVRON CORP
Common
166764100
3639
22351
SH
SOLE
22351
0
0
CIGNA CORP
Common
125523100
600
2503
SH
SOLE
2503
0
0
CISCO SYS INC COM
Common
17275R102
482
8636
SH
SOLE
8636
0
0
CITIGROUP INC
Common
172967424
222
4162
SH
SOLE
4162
0
0
CLOROX CO
Common
189054109
965
6941
SH
SOLE
6941
0
0
COCA COLA CO COM
Common
191216100
1077
17375
SH
SOLE
17375
0
0
COLGATE PALMOLIVE CO
Common
194162103
271
3570
SH
SOLE
3570
0
0
COMCAST CORP NEW CL A
Common
20030N101
574
12253
SH
SOLE
12253
0
0
CONOCOPHILLIPS
Common
20825C104
905
9051
SH
SOLE
9051
0
0
CONS EDISON CO (HOLDING
Common
209115104
220
2323
SH
SOLE
2323
0
0
CORTEVA INC
Common
22052L104
418
7270
SH
SOLE
7270
0
0
COSTCO WHOLESALE CORP
Common
22160K105
2385
4142
SH
SOLE
4142
0
0
CSX CORPORATION
Common
126408103
258
6900
SH
SOLE
6900
0
0
CVS HEALTH CORP
Common
126650100
1336
13201
SH
SOLE
13201
0
0
DEERE AND CO
Common
244199105
2607
6276
SH
SOLE
6276
0
0
DOMINION ENERGY INC
Common
25746U109
214
2514
SH
SOLE
2514
0
0
DOW INC
Common
260557103
702
11017
SH
SOLE
11017
0
0
DUKE ENERGY CORP NEW
Common
26441C204
357
3202
SH
SOLE
3202
0
0
DUPONT DE NEMOURS INC
Common
26614N102
839
11400
SH
SOLE
11400
0
0
EDWARDS LIFESCIENCES
Common
28176E108
309
2625
SH
SOLE
2625
0
0
EMERSON ELECTRIC CO
Common
291011104
377
3845
SH
SOLE
3845
0
0
ESSEX PPTY TR INC COM
Common
297178105
213
616
SH
SOLE
616
0
0
EVERSOURCE ENERGY COM
Common
30040W108
241
2729
SH
SOLE
2729
0
0
EXTRA SPACE STORAGE INC
Common
30225T102
360
1750
SH
SOLE
1750
0
0
EXXON MOBIL CORP
Common
30231G102
4654
56347
SH
SOLE
56347
0
0
FEDEX CORP
Common
31428X106
908
3925
SH
SOLE
3925
0
0
FIRST TRUST NASDAQ 100
ETF
337345102
343
2250
SH
SOLE
2250
0
0
FIRST TRUST VALUE LINE
ETF
33734H106
327
7720
SH
SOLE
7720
0
0
FORD MOTOR CO COM
Common
345370860
437
25855
SH
SOLE
25855
0
0
GENERAL MOTORS CO
Common
37045V100
285
6513
SH
SOLE
6513
0
0
GENL ELEC CO
Common
369604301
1009
11023
SH
SOLE
11023
0
0
GENL MILLS INC
Common
370334104
760
11223
SH
SOLE
11223
0
0
GOLDMAN SACHS GROUP INC
Common
38141G104
578
1750
SH
SOLE
1750
0
0
HCA HEALTHCARE INC
Common
40412C101
464
1850
SH
SOLE
1850
0
0
HERSHEY CO
Common
427866108
327
1509
SH
SOLE
1509
0
0
HOME DEPOT INC
Common
437076102
2932
9796
SH
SOLE
9796
0
0
HONEYWELL INTL INC
Common
438516106
2703
13890
SH
SOLE
13890
0
0
INDUSTRIAL SELECT SECTOR
ETF
81369Y704
295
2860
SH
SOLE
2860
0
0
INTL BUSINESS MACH
Common
459200101
999
7685
SH
SOLE
7685
0
0
INVESCO QQQ TRUST ETF
ETF
46090E103
2299
6342
SH
SOLE
6342
0
0
INVESCO S&P 500 EQUAL
ETF
46137V357
1464
9283
SH
SOLE
9283
0
0
ISHARES EXPANDED
ETF
464287549
272
700
SH
SOLE
700
0
0
ISHARES RUSSELL 1000
ETF
464287614
1807
6508
SH
SOLE
6508
0
0
ISHARES RUSSELL 2000 ETF
ETF
464287655
375
1825
SH
SOLE
1825
0
0
ISHARES S&P SMALLCAP 600
ETF
464287887
248
1980
SH
SOLE
1980
0
0
ISHARES TR CORE S&P MID-CAP ETF
ETF
464287507
255
950
SH
SOLE
950
0
0
ISHARES TR S&P 500 GROWTH ETF
ETF
464287309
207
2708
SH
SOLE
2708
0
0
JOHNSON & JOHNSON COM
Common
478160104
3927
22160
SH
SOLE
22160
0
0
JPMORGAN CHASE & CO
Common
46625H100
3064
22477
SH
SOLE
22477
0
0
KELLOGG CO
Common
487836108
226
3500
SH
SOLE
3500
0
0
KIMBERLY CLARK CORP
Common
494368103
469
3808
SH
SOLE
3808
0
0
LILLY ELI & CO
Common
532457108
1391
4858
SH
SOLE
4858
0
0
LINDE PLC EUR
Common
G5494J103
598
1873
SH
SOLE
1873
0
0
LOCKHEED MARTIN CORP
Common
539830109
1433
3247
SH
SOLE
3247
0
0
LOWES COS INC COM
Common
548661107
986
4875
SH
SOLE
4875
0
0
LUMENTUM HOLDINGS INC
Common
55024U109
212
2172
SH
SOLE
2172
0
0
MASTERCARD INC CL A
Common
57636Q104
562
1572
SH
SOLE
1572
0
0
MCDONALDS CORP
Common
580135101
927
3748
SH
SOLE
3748
0
0
MEDTRONIC PLC
Common
G5960L103
330
2977
SH
SOLE
2977
0
0
MERCK & CO INC COM
Common
58933Y105
1609
19610
SH
SOLE
19610
0
0
META PLATFORMS INC CL A
Common
30303M102
2117
9522
SH
SOLE
9522
0
0
MICROSOFT CORP
Common
594918104
5764
18696
SH
SOLE
18696
0
0
MONDELEZ INTL INC
Common
609207105
1071
17063
SH
SOLE
17063
0
0
NASDAQ INC
Common
631103108
463
2600
SH
SOLE
2600
0
0
NEXTERA ENERGY INC COM
Common
65339F101
1813
21404
SH
SOLE
21404
0
0
NIKE INC CL B
Common
654106103
2424
18012
SH
SOLE
18012
0
0
NORFOLK STHN CORP
Common
655844108
536
1880
SH
SOLE
1880
0
0
NORTHROP GRUMMAN CORP
Common
666807102
1680
3756
SH
SOLE
3756
0
0
NOVARTIS AG SPON ADR
Sponsored ADR
66987V109
835
9519
SH
SOLE
9519
0
0
NUCOR CORP
Common
670346105
268
1800
SH
SOLE
1800
0
0
NVIDIA CORP
Common
67066G104
1690
6192
SH
SOLE
6192
0
0
O REILLY AUTOMOTIVE INC
Common
67103H107
2758
4026
SH
SOLE
4026
0
0
OCCIDENTAL PETROLEUM CRP
Common
674599105
229
4028
SH
SOLE
4028
0
0
ORACLE CORP
Common
68389X105
615
7430
SH
SOLE
7430
0
0
PAYPAL HOLDINGS INC
Common
70450Y103
240
2075
SH
SOLE
2075
0
0
PEPSICO INC
Common
713448108
4625
27633
SH
SOLE
27633
0
0
PFIZER INC
Common
717081103
2406
46469
SH
SOLE
46469
0
0
PHILIP MORRIS INTL INC
Common
718172109
1709
18194
SH
SOLE
18194
0
0
PHILLIPS 66
Common
718546104
277
3206
SH
SOLE
3206
0
0
PROCTER & GAMBLE CO
Common
742718109
4904
32092
SH
SOLE
32092
0
0
PROLOGIS INC COM
Common
74340W103
224
1390
SH
SOLE
1390
0
0
PROSHARES ULTRA DOW30
ETF
74347R305
681
9370
SH
SOLE
9370
0
0
RAYTHEON TECHNOLOGIES
Common
75513E101
1925
19431
SH
SOLE
19431
0
0
RELIANCE STEEL &
Common
759509102
367
2000
SH
SOLE
2000
0
0
ROCKWELL AUTOMATION INC
Common
773903109
487
1740
SH
SOLE
1740
0
0
SALESFORCE.COM INC
Common
79466L302
223
1048
SH
SOLE
1048
0
0
SCHLUMBERGER LTD
Common
806857108
202
4895
SH
SOLE
4895
0
0
SEACOAST BKG CORP FLA
Common
811707801
45
13000
SH
SOLE
13000
0
0
SERVICENOW INC
Common
81762P102
543
975
SH
SOLE
975
0
0
SHELL PLC SPON ADR
Sponsored ADR
780259305
363
6613
SH
SOLE
6613
0
0
SPDR S&P 500 ETF TR
ETF
78462F103
424
939
SH
SOLE
939
0
0
SPRAGUE RESOURCES LP MLP
Common
849343108
357
21600
SH
SOLE
21600
0
0
STATE STREET CORP
Common
857477103
1657
19022
SH
SOLE
19022
0
0
SYSCO CORP
Common
871829107
646
7913
SH
SOLE
7913
0
0
TE CONNECTIVITY LTD CHF
Common
H84989104
319
2436
SH
SOLE
2436
0
0
TELEFLEX INC COM
Common
879369106
284
800
SH
SOLE
800
0
0
TESLA INC
Common
88160R101
838
778
SH
SOLE
778
0
0
TEXAS INSTRUMENTS
Common
882508104
239
1300
SH
SOLE
1300
0
0
THERMO FISHER SCIENTIFIC
Common
883556102
3898
6600
SH
SOLE
6600
0
0
TORONTO DOMINION BK NEW
Common
891160509
6820
85878
SH
SOLE
85878
0
0
UFP TECHNOLOGIES INC
Common
902673102
204
3085
SH
SOLE
3085
0
0
ULTRA SEMICONDUCTOR
ETF
74347R669
337
8440
SH
SOLE
8440
0
0
UNION PACIFIC CORP
Common
907818108
3135
11473
SH
SOLE
11473
0
0
UNITED PARCEL SERVICE
Common
911312106
438
2043
SH
SOLE
2043
0
0
UNITEDHEALTH GROUP INC
Common
91324P102
404
792
SH
SOLE
792
0
0
VERIZON COMMUNICATIONS
Common
92343V104
1607
31539
SH
SOLE
31539
0
0
VISA INC CL A
Common
92826C839
1092
4922
SH
SOLE
4922
0
0
WALMART INC
Common
931142103
934
6275
SH
SOLE
6275
0
0
WALT DISNEY CO (HOLDING
Common
254687106
3372
24586
SH
SOLE
24586
0
0
WATERS CORP
Common
941848103
404
1300
SH
SOLE
1300
0
0
WEC ENERGY GROUP INC COM
Common
92939U106
796
7971
SH
SOLE
7971
0
0
WELLS FARGO & CO NEW
Common
949746101
542
11193
SH
SOLE
11193
0
0
YUM! BRANDS INC
Common
988498101
374
2310
SH
SOLE
2310
0
0
ZIMMER BIOMET HOLDINGS
Common
98956P102
266
2080
SH
SOLE
2080
0
0