0001714678-22-000004.txt : 20221114
0001714678-22-000004.hdr.sgml : 20221114
20221114081602
ACCESSION NUMBER: 0001714678-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221114
DATE AS OF CHANGE: 20221114
EFFECTIVENESS DATE: 20221114
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: 221380526
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
09-30-2022
09-30-2022
Beaton Management Co. Inc.
150 SUMMER STREET
HAVERHILL
MA
01830
13F HOLDINGS REPORT
028-18141
N
Terrence Beaton
President
9783723008
Terrence A Beaton
Haverhill
MA
11-14-2022
0
123
132256
false
INFORMATION TABLE
2
beatonq32022.xml
3M CO
Common
88579Y101
1105
10002
SH
SOLE
10002
0
0
ABBOTT LABS COM
Common
002824100
441
4556
SH
SOLE
4556
0
0
ABBVIE INC COM
Common
00287Y109
1438
10716
SH
SOLE
10716
0
0
ADOBE SYS INC COM
Common
00724F101
740
2690
SH
SOLE
2690
0
0
AIR PRODS & CHEMS INC COM
Common
009158106
274
1179
SH
SOLE
1179
0
0
ALIBABA GROUP HLDG LTD
Sponsored ADR
01609W102
437
5467
SH
SOLE
5467
0
0
ALLSTATE CORP COM
Common
020002101
406
3258
SH
SOLE
3258
0
0
ALPHABET INC CL A
Common
02079K305
1451
15170
SH
SOLE
15170
0
0
ALPHABET INC CL C
Common
02079K107
268
2790
SH
SOLE
2790
0
0
ALTRIA GROUP INC COM
Common
02209S103
801
19835
SH
SOLE
19835
0
0
AMAZON COM INC COM
Common
023135106
2809
24855
SH
SOLE
24855
0
0
AMER ELECTRIC POWER CO
Common
025537101
237
2747
SH
SOLE
2747
0
0
AMERICAN WTR WKS CO INC NEW COM
Common
030420103
491
3775
SH
SOLE
3775
0
0
AMERIPRISE FINANCIAL INC
Common
03076C106
250
991
SH
SOLE
991
0
0
AMGEN INC COM
Common
031162100
728
3230
SH
SOLE
3230
0
0
AMPHENOL CORP NEW CL A
Common
032095101
757
11300
SH
SOLE
11300
0
0
APPLE INC COM
Common
037833100
4105
29706
SH
SOLE
29706
0
0
AT&T INC
Common
00206R102
953
62098
SH
SOLE
62098
0
0
AUTOMATIC DATA PROCESSING INC COM
Common
053015103
200
885
SH
SOLE
885
0
0
BANK AMER CORP COM
Common
060505104
2587
85659
SH
SOLE
85659
0
0
BAXTER INTL INC COM
Common
071813109
330
6135
SH
SOLE
6135
0
0
BERKSHIRE HATHAWAY INC
Common
084670108
2439
6
SH
SOLE
6
0
0
BERKSHIRE HATHAWAY INC DEL CL B NEW
Common
084670702
813
3046
SH
SOLE
3046
0
0
BOEING CO COM
Common
097023105
1059
8743
SH
SOLE
8743
0
0
BRISTOL MYERS SQUIBB CO COM
Common
110122108
1397
19658
SH
SOLE
19658
0
0
CATERPILLAR INS COM
Common
149123101
969
5903
SH
SOLE
5903
0
0
CBRE GROUP INC CL A
Common
12504L109
284
4200
SH
SOLE
4200
0
0
CHEVRON CORP
Common
166764100
3162
22011
SH
SOLE
22011
0
0
CIGNA CORP
Common
125523100
695
2503
SH
SOLE
2503
0
0
CISCO SYS INC COM
Common
17275R102
338
8456
SH
SOLE
8456
0
0
CLOROX CO
Common
189054109
878
6841
SH
SOLE
6841
0
0
COCA COLA CO COM
Common
191216100
973
17375
SH
SOLE
17375
0
0
COLGATE PALMOLIVE CO COM
Common
194162103
251
3570
SH
SOLE
3570
0
0
COMCAST CORP NEW CL A
Common
20030N101
361
12297
SH
SOLE
12297
0
0
CONOCOPHILLIPS COM
Common
20825C104
885
8651
SH
SOLE
8651
0
0
CORTEVA INC
Common
22052L104
370
6482
SH
SOLE
6482
0
0
COSTCO WHOLESALE CORP
Common
22160K105
1933
4092
SH
SOLE
4092
0
0
CVS HEALTH CORP COM
Common
126650100
1259
13201
SH
SOLE
13201
0
0
DEERE & CO COM
Common
244199105
2095
6276
SH
SOLE
6276
0
0
DISNEY WALT CO DISNEY COM
Common
254687106
2333
24736
SH
SOLE
24736
0
0
DOW INC COM
Common
260557103
471
10729
SH
SOLE
10729
0
0
DUKE ENERGY CORP NEW COM NEW
Common
26441C204
293
3145
SH
SOLE
3145
0
0
DUPONT DE NEMOURS INC COM
Common
26614N102
560
11112
SH
SOLE
11112
0
0
EMERSON ELEC CO COM
Common
291011104
282
3845
SH
SOLE
3845
0
0
EVERSOURCE ENERGY COM
Common
30040W108
213
2729
SH
SOLE
2729
0
0
EXTRA SPACE STORAGE INC
Common
30225T102
302
1750
SH
SOLE
1750
0
0
EXXON MOBIL CORP COM
Common
30231G102
5200
57842
SH
SOLE
57842
0
0
FEDEX CORP COM
Common
31428X106
516
3475
SH
SOLE
3475
0
0
FIRST TRUST NASDAQ 100
ETF
337345102
236
2250
SH
SOLE
2250
0
0
FIRST TRUST VALUE LINE
ETF
33734H106
269
7520
SH
SOLE
7520
0
0
FORD MOTOR CO COM
Common
345370860
290
25855
SH
SOLE
25855
0
0
GENL ELEC CO
Common
369604301
642
10375
SH
SOLE
10375
0
0
GENL MILLS INC
Common
370334104
830
10838
SH
SOLE
10838
0
0
GOLDMAN SACHS GROUP INC COM
Common
38141G104
513
1750
SH
SOLE
1750
0
0
HCA HEALTHCARE INC
Common
40412C101
340
1850
SH
SOLE
1850
0
0
HERSHEY CO
Common
427866108
333
1509
SH
SOLE
1509
0
0
HOME DEPOT INC COM
Common
437076102
2703
9796
SH
SOLE
9796
0
0
HONEYWELL INTL INC COM
Common
438516106
2319
13890
SH
SOLE
13890
0
0
INTEL CORP COM
Common
458140100
627
24319
SH
SOLE
24319
0
0
INTL BUSINESS MACH
Common
459200101
895
7535
SH
SOLE
7535
0
0
INVESCO QQQ TR UNIT SER 1
ETF
46090E103
1767
6612
SH
SOLE
6612
0
0
INVESCO S&P 500 EQUAL
ETF
46137V357
1162
9133
SH
SOLE
9133
0
0
ISHARES RUSSELL 1000
ETF
464287614
1348
6408
SH
SOLE
6408
0
0
ISHARES S&P SMALLCAP 600
ETF
464287887
201
1980
SH
SOLE
1980
0
0
ISHARES TR CORE S&P MID-CAP ETF
ETF
464287507
208
950
SH
SOLE
950
0
0
ISHARES TR RUSSELL 2000 ETF
ETF
464287655
301
1825
SH
SOLE
1825
0
0
JOHNSON & JOHNSON COM
Common
478160104
3667
22446
SH
SOLE
22446
0
0
JPMORGAN CHASE & CO COM
Common
46625H100
2345
22442
SH
SOLE
22442
0
0
KELLOGG CO COM
Common
487836108
244
3500
SH
SOLE
3500
0
0
KIMBERLY-CLARK CORP COM
Common
494368103
429
3808
SH
SOLE
3808
0
0
LINDE PLC EUR
Common
G5494J103
505
1873
SH
SOLE
1873
0
0
LOCKHEED MARTIN CORP COM
Common
539830109
1254
3247
SH
SOLE
3247
0
0
LOWES COS INC COM
Common
548661107
953
5075
SH
SOLE
5075
0
0
MASTERCARD INC CL A
Common
57636Q104
447
1572
SH
SOLE
1572
0
0
MCDONALDS CORP COM
Common
580135101
865
3748
SH
SOLE
3748
0
0
MEDTRONIC PLC
Common
G5960L103
257
3177
SH
SOLE
3177
0
0
MERCK & CO INC NEW COM
Common
58933Y105
1680
19510
SH
SOLE
19510
0
0
META PLATFORMS INC CL A
Common
30303M102
1692
12472
SH
SOLE
12472
0
0
MICROSOFT CORP COM
Common
594918104
4350
18676
SH
SOLE
18676
0
0
MONDELEZ INTL INC CL A
Common
609207105
936
17063
SH
SOLE
17063
0
0
NASDAQ INC COM
Common
631103108
442
7800
SH
SOLE
7800
0
0
NEXTERA ENERGY INC COM
Common
65339F101
307
3932
SH
SOLE
3932
0
0
NIKE INC CL B
Common
654106103
1497
18012
SH
SOLE
18012
0
0
NORFOLK SOUTHN CORP COM
Common
655844108
394
1880
SH
SOLE
1880
0
0
NORTHROP GRUMMAN CORP COM
Common
666807102
1767
3756
SH
SOLE
3756
0
0
NOVARTIS AG SPON ADR
Sponsored ADR
66987V109
687
9043
SH
SOLE
9043
0
0
NVIDIA CORP COM
Common
67066G104
885
7292
SH
SOLE
7292
0
0
O REILLY AUTOMOTIVE INC
Common
67103H107
2832
4026
SH
SOLE
4026
0
0
ORACLE CORP COM
Common
68389X105
448
7330
SH
SOLE
7330
0
0
PEPSICO INC COM
Common
713448108
4501
27572
SH
SOLE
27572
0
0
PFIZER INC COM
Common
717081103
2033
46466
SH
SOLE
46466
0
0
PHILIP MORRIS INTL INC COM
Common
718172109
1510
18194
SH
SOLE
18194
0
0
PHILLIPS 66
Common
718546104
253
3131
SH
SOLE
3131
0
0
PROCTER & GAMBLE CO COM
Common
742718109
4045
32042
SH
SOLE
32042
0
0
PROSHARES TR PROSHARES ULTRA DOW30
ETF
74347R305
457
9370
SH
SOLE
9370
0
0
RAYTHEON TECHNOLOGIES
Common
75513E101
1591
19431
SH
SOLE
19431
0
0
RELIANCE STL & ALUM CO COM
Common
759509102
349
2000
SH
SOLE
2000
0
0
ROCKWELL AUTOMATION INC COM
Common
773903109
514
2390
SH
SOLE
2390
0
0
SEACOAST BKG CORP FLA COM NEW
Common
811707801
393
13000
SH
SOLE
13000
0
0
SELECT SECTOR SPDR TR INDL
ETF
81369Y704
237
2860
SH
SOLE
2860
0
0
SERVICENOW INC COM
Common
81762P102
368
975
SH
SOLE
975
0
0
SHELL PLC SPON ADR
Sponsored ADR
780259305
321
6450
SH
SOLE
6450
0
0
SPDR S&P 500 ETF TR TR UNIT
ETF
78462F103
514
1439
SH
SOLE
1439
0
0
SPRAGUE RESOURCES LP MLP
Common
849343108
438
22100
SH
SOLE
22100
0
0
STATE STR CORP COM
Common
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1157
19022
SH
SOLE
19022
0
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SYSCO CORP COM
Common
871829107
560
7913
SH
SOLE
7913
0
0
TE CONNECTIVITY LTD CHF
Common
H84989104
269
2436
SH
SOLE
2436
0
0
TESLA INC
Common
88160R101
623
2349
SH
SOLE
2349
0
0
TEXAS INSTRS INC COM
Common
882508104
240
1550
SH
SOLE
1550
0
0
THERMO FISHER SCIENTIFIC
Common
883556102
3347
6600
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0
0
TORONTO DOMINION BK NEW
Common
891160509
5368
87528
SH
SOLE
87528
0
0
UFP TECHNOLOGIES INC COM
Common
902673102
265
3085
SH
SOLE
3085
0
0
UNION PAC CORP COM
Common
907818108
2235
11473
SH
SOLE
11473
0
0
UNITED PARCEL SVC INC CL B
Common
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330
2043
SH
SOLE
2043
0
0
UNITEDHEALTH GROUP INC COM
Common
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400
792
SH
SOLE
792
0
0
VERIZON COMMUNICATIONS INC COM
Common
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1218
32089
SH
SOLE
32089
0
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VISA INC COM CL A
Common
92826C839
928
5222
SH
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5222
0
0
WALMART INC COM
Common
931142103
814
6275
SH
SOLE
6275
0
0
WATERS CORP
Common
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350
1300
SH
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1300
0
0
WEC ENERGY GROUP INC COM
Common
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713
7971
SH
SOLE
7971
0
0
WELLS FARGO & CO NEW COM
Common
949746101
467
11608
SH
SOLE
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0
0
YUM! BRANDS INC
Common
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235
2210
SH
SOLE
2210
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Common
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207
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SH
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0
0