0001714678-22-000003.txt : 20220812 0001714678-22-000003.hdr.sgml : 20220812 20220812145409 ACCESSION NUMBER: 0001714678-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220812 DATE AS OF CHANGE: 20220812 EFFECTIVENESS DATE: 20220812 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: 221159540 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 06-30-2022 06-30-2022 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 08-12-2022 0 128 141014 false INFORMATION TABLE 2 beatonq22022.xml 3M CO Common 88579Y101 1323 10227 SH SOLE 10227 0 0 ABBOTT LABS Common 002824100 506 4656 SH SOLE 4656 0 0 ABBVIE INC COM Common 00287Y109 1660 10840 SH SOLE 10840 0 0 ADOBE SYS INC COM Common 00724F101 966 2640 SH SOLE 2640 0 0 AIR PROD & CHEMICAL INC Common 009158106 284 1179 SH SOLE 1179 0 0 ALIBABA GROUP HLDG LTD Sponsored ADR 01609W102 633 5567 SH SOLE 5567 0 0 ALLSTATE CORP Common 020002101 413 3258 SH SOLE 3258 0 0 ALPHABET INC CL A Common 02079K305 1626 746 SH SOLE 746 0 0 ALPHABET INC CL C Common 02079K107 295 135 SH SOLE 135 0 0 ALTRIA GROUP INC Common 02209S103 829 19835 SH SOLE 19835 0 0 AMAZON.COM INC Common 023135106 2641 24865 SH SOLE 24865 0 0 AMER ELECTRIC POWER CO Common 025537101 264 2747 SH SOLE 2747 0 0 AMERICAN WATER WORKS CO Common 030420103 562 3775 SH SOLE 3775 0 0 AMERIPRISE FINANCIAL INC Common 03076C106 236 991 SH SOLE 991 0 0 AMGEN INC Common 031162100 786 3230 SH SOLE 3230 0 0 AMPHENOL CORP NEW CL A Common 032095101 727 11300 SH SOLE 11300 0 0 APPLE INC Common 037833100 4061 29706 SH SOLE 29706 0 0 AT&T INC Common 00206R102 1309 62448 SH SOLE 62448 0 0 BANK OF AMER CORP Common 060505104 2636 84684 SH SOLE 84684 0 0 BAXTER INTL INC Common 071813109 381 5935 SH SOLE 5935 0 0 BERKSHIRE HATHAWAY INC Common 084670108 2454 6 SH SOLE 6 0 0 BERKSHIRE HATHAWAY INC Common 084670702 810 2966 SH SOLE 2966 0 0 BOEING CO COM Common 097023105 1103 8066 SH SOLE 8066 0 0 BRISTOL MYERS SQUIBB CO Common 110122108 1514 19658 SH SOLE 19658 0 0 CATERPILLAR INC Common 149123101 1055 5903 SH SOLE 5903 0 0 CBRE GROUP INC CL A Common 12504L109 309 4200 SH SOLE 4200 0 0 CHEVRON CORP Common 166764100 3214 22201 SH SOLE 22201 0 0 CIGNA CORP Common 125523100 660 2503 SH SOLE 2503 0 0 CISCO SYSTEMS INC Common 17275R102 361 8456 SH SOLE 8456 0 0 CLOROX CO Common 189054109 964 6841 SH SOLE 6841 0 0 COCA COLA CO COM Common 191216100 1093 17375 SH SOLE 17375 0 0 COLGATE PALMOLIVE CO Common 194162103 286 3570 SH SOLE 3570 0 0 COMCAST CORP NEW CL A Common 20030N101 483 12297 SH SOLE 12297 0 0 CONOCOPHILLIPS Common 20825C104 777 8651 SH SOLE 8651 0 0 CONS EDISON CO (HOLDING Common 209115104 221 2323 SH SOLE 2323 0 0 CORTEVA INC Common 22052L104 351 6482 SH SOLE 6482 0 0 COSTCO WHOLESALE CORP Common 22160K105 1961 4092 SH SOLE 4092 0 0 CSX CORP COM Common 126408103 201 6900 SH SOLE 6900 0 0 CVS HEALTH CORP Common 126650100 1223 13201 SH SOLE 13201 0 0 DEERE AND CO Common 244199105 1879 6276 SH SOLE 6276 0 0 DOMINION ENERGY INC Common 25746U109 201 2514 SH SOLE 2514 0 0 DOW INC Common 260557103 569 11017 SH SOLE 11017 0 0 DUKE ENERGY CORP NEW Common 26441C204 343 3201 SH SOLE 3201 0 0 DUPONT DE NEMOURS INC Common 26614N102 634 11400 SH SOLE 11400 0 0 EDWARDS LIFESCIENCES Common 28176E108 250 2625 SH SOLE 2625 0 0 EMERSON ELECTRIC CO Common 291011104 306 3845 SH SOLE 3845 0 0 EVERSOURCE ENERGY COM Common 30040W108 231 2729 SH SOLE 2729 0 0 EXTRA SPACE STORAGE INC Common 30225T102 298 1750 SH SOLE 1750 0 0 EXXON MOBIL CORP Common 30231G102 4813 56202 SH SOLE 56202 0 0 FEDEX CORP Common 31428X106 890 3925 SH SOLE 3925 0 0 FIRST TRUST NASDAQ 100 ETF 337345102 257 2250 SH SOLE 2250 0 0 FIRST TRUST VALUE LINE ETF 33734H106 300 7720 SH SOLE 7720 0 0 FORD MOTOR CO COM Common 345370860 288 25855 SH SOLE 25855 0 0 GENERAL MOTORS CO Common 37045V100 207 6513 SH SOLE 6513 0 0 GENL ELEC CO Common 369604301 674 10578 SH SOLE 10578 0 0 GENL MILLS INC Common 370334104 818 10838 SH SOLE 10838 0 0 GOLDMAN SACHS GROUP INC Common 38141G104 520 1750 SH SOLE 1750 0 0 HCA HEALTHCARE INC Common 40412C101 311 1850 SH SOLE 1850 0 0 HERSHEY CO Common 427866108 325 1509 SH SOLE 1509 0 0 HOME DEPOT INC Common 437076102 2687 9796 SH SOLE 9796 0 0 HONEYWELL INTL INC Common 438516106 2414 13890 SH SOLE 13890 0 0 INDUSTRIAL SELECT SECTOR ETF 81369Y704 250 2860 SH SOLE 2860 0 0 INTEL CORP Common 458140100 925 24719 SH SOLE 24719 0 0 INTL BUSINESS MACH Common 459200101 1085 7685 SH SOLE 7685 0 0 INVESCO QQQ TRUST ETF ETF 46090E103 1834 6542 SH SOLE 6542 0 0 INVESCO S&P 500 EQUAL ETF 46137V357 1239 9233 SH SOLE 9233 0 0 ISHARES EXPANDED ETF 464287549 206 700 SH SOLE 700 0 0 ISHARES RUSSELL 1000 ETF 464287614 1409 6443 SH SOLE 6443 0 0 ISHARES RUSSELL 2000 ETF ETF 464287655 309 1825 SH SOLE 1825 0 0 ISHARES S&P SMALLCAP 600 ETF 464287887 209 1980 SH SOLE 1980 0 0 ISHARES TR CORE S&P MID-CAP ETF ETF 464287507 215 950 SH SOLE 950 0 0 JOHNSON & JOHNSON COM Common 478160104 3934 22160 SH SOLE 22160 0 0 JPMORGAN CHASE & CO Common 46625H100 2531 22477 SH SOLE 22477 0 0 KELLOGG CO Common 487836108 250 3500 SH SOLE 3500 0 0 KIMBERLY CLARK CORP Common 494368103 515 3808 SH SOLE 3808 0 0 LINDE PLC EUR Common G5494J103 539 1873 SH SOLE 1873 0 0 LOCKHEED MARTIN CORP Common 539830109 1396 3247 SH SOLE 3247 0 0 LOWES COS INC COM Common 548661107 886 5075 SH SOLE 5075 0 0 MASTERCARD INC CL A Common 57636Q104 496 1572 SH SOLE 1572 0 0 MCDONALDS CORP Common 580135101 925 3748 SH SOLE 3748 0 0 MEDTRONIC PLC Common G5960L103 167 2977 SH SOLE 2977 0 0 MERCK & CO INC COM Common 58933Y105 1785 19580 SH SOLE 19580 0 0 META PLATFORMS INC CL A Common 30303M102 1632 10122 SH SOLE 10122 0 0 MICROSOFT CORP Common 594918104 4802 18696 SH SOLE 18696 0 0 MONDELEZ INTL INC Common 609207105 1059 17063 SH SOLE 17063 0 0 NASDAQ INC Common 631103108 397 2600 SH SOLE 2600 0 0 NEXTERA ENERGY INC COM Common 65339F101 304 3932 SH SOLE 3932 0 0 NIKE INC CL B Common 654106103 1841 18012 SH SOLE 18012 0 0 NORFOLK STHN CORP Common 655844108 427 1880 SH SOLE 1880 0 0 NORTHROP GRUMMAN CORP Common 666807102 1798 3756 SH SOLE 3756 0 0 NOVARTIS AG SPON ADR Sponsored ADR 66987V109 805 9519 SH SOLE 9519 0 0 NVIDIA CORP Common 67066G104 954 6292 SH SOLE 6292 0 0 O REILLY AUTOMOTIVE INC Common 67103H107 2543 4026 SH SOLE 4026 0 0 ORACLE CORP Common 68389X105 512 7330 SH SOLE 7330 0 0 PEPSICO INC Common 713448108 4595 27572 SH SOLE 27572 0 0 PFIZER INC Common 717081103 2436 46464 SH SOLE 46464 0 0 PHILIP MORRIS INTL INC Common 718172109 1796 18194 SH SOLE 18194 0 0 PHILLIPS 66 Common 718546104 257 3131 SH SOLE 3131 0 0 PROCTER & GAMBLE CO Common 742718109 4615 32092 SH SOLE 32092 0 0 PROSHARES ULTRA DOW30 ETF 74347R305 530 9370 SH SOLE 9370 0 0 RAYTHEON TECHNOLOGIES Common 75513E101 1868 19431 SH SOLE 19431 0 0 RELIANCE STEEL & Common 759509102 340 2000 SH SOLE 2000 0 0 ROCKWELL AUTOMATION INC Common 773903109 397 1990 SH SOLE 1990 0 0 SEACOAST BKG CORP FLA Common 811707801 430 13000 SH SOLE 13000 0 0 SERVICENOW INC Common 81762P102 464 975 SH SOLE 975 0 0 SHELL PLC SPON ADR Sponsored ADR 780259305 337 6450 SH SOLE 6450 0 0 SPDR S&P 500 ETF TR ETF 78462F103 505 1339 SH SOLE 1339 0 0 SPRAGUE RESOURCES LP MLP Common 849343108 410 21600 SH SOLE 21600 0 0 STATE STREET CORP Common 857477103 1173 19022 SH SOLE 19022 0 0 SYSCO CORP Common 871829107 670 7913 SH SOLE 7913 0 0 TE CONNECTIVITY LTD CHF Common H84989104 276 2436 SH SOLE 2436 0 0 TESLA INC Common 88160R101 527 783 SH SOLE 783 0 0 THERMO FISHER SCIENTIFIC Common 883556102 3586 6600 SH SOLE 6600 0 0 TORONTO DOMINION BK NEW Common 891160509 5763 87878 SH SOLE 87878 0 0 UFP TECHNOLOGIES INC Common 902673102 245 3085 SH SOLE 3085 0 0 UNION PACIFIC CORP Common 907818108 2447 11473 SH SOLE 11473 0 0 UNITED PARCEL SERVICE Common 911312106 373 2043 SH SOLE 2043 0 0 UNITEDHEALTH GROUP INC Common 91324P102 407 792 SH SOLE 792 0 0 VERIZON COMMUNICATIONS Common 92343V104 1593 31389 SH SOLE 31389 0 0 VISA INC CL A Common 92826C839 969 4922 SH SOLE 4922 0 0 WALMART INC Common 931142103 763 6275 SH SOLE 6275 0 0 WALT DISNEY CO (HOLDING Common 254687106 2321 24586 SH SOLE 24586 0 0 WARNER BROS DISCOVERY Common 934423104 220 16408 SH SOLE 16408 0 0 WATERS CORP Common 941848103 430 1300 SH SOLE 1300 0 0 WEC ENERGY GROUP INC COM Common 92939U106 802 7971 SH SOLE 7971 0 0 WELLS FARGO & CO NEW Common 949746101 438 11193 SH SOLE 11193 0 0 YUM! BRANDS INC Common 988498101 251 2210 SH SOLE 2210 0 0 ZIMMER BIOMET HOLDINGS Common 98956P102 208 1980 SH SOLE 1980 0 0