0001714678-23-000001.txt : 20230214
0001714678-23-000001.hdr.sgml : 20230214
20230214100328
ACCESSION NUMBER: 0001714678-23-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230214
DATE AS OF CHANGE: 20230214
EFFECTIVENESS DATE: 20230214
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: 23623806
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
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0001714678
XXXXXXXX
12-31-2022
12-31-2022
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
02-14-2023
0
126
149104
false
INFORMATION TABLE
2
beatonq422.xml
3M CO
Common
88579Y101
1157
9652
SH
SOLE
9652
0
0
ABBOTT LABS COM
Common
002824100
500
4557
SH
SOLE
4557
0
0
ABBVIE INC COM
Common
00287Y109
1732
10718
SH
SOLE
10718
0
0
ADOBE INC. (DELAWARE)
Common
00724F101
905
2690
SH
SOLE
2690
0
0
AIR PROD & CHEMICAL INC
Common
009158106
363
1179
SH
SOLE
1179
0
0
ALIBABA GROUP HLDG LTD
Sponsored ADR
01609W102
254
2885
SH
SOLE
2885
0
0
ALLSTATE CORP
Common
020002101
442
3258
SH
SOLE
3258
0
0
ALPHABET INC CL A
Common
02079K305
1334
15120
SH
SOLE
15120
0
0
ALPHABET INC CL C
Common
02079K107
240
2710
SH
SOLE
2710
0
0
ALTRIA GROUP INC
Common
02209S103
907
19835
SH
SOLE
19835
0
0
AMAZON.COM INC
Common
023135106
2340
27855
SH
SOLE
27855
0
0
AMER ELECTRIC POWER CO
Common
025537101
261
2747
SH
SOLE
2747
0
0
AMERICAN WATER WORKS CO
Common
030420103
575
3775
SH
SOLE
3775
0
0
AMERIPRISE FINANCIAL INC
Common
03076C106
309
991
SH
SOLE
991
0
0
AMGEN INC
Common
031162100
848
3230
SH
SOLE
3230
0
0
AMPHENOL CORP NEW CL A
Common
032095101
860
11300
SH
SOLE
11300
0
0
APPLE INC
Common
037833100
3876
29831
SH
SOLE
29831
0
0
AT&T INC
Common
00206R102
1091
59270
SH
SOLE
59270
0
0
AUTOMATIC DATA PROCESSNG
Common
053015103
211
885
SH
SOLE
885
0
0
BANK OF AMER CORP
Common
060505104
2787
84159
SH
SOLE
84159
0
0
BAXTER INTL INC
Common
071813109
303
5935
SH
SOLE
5935
0
0
BERKSHIRE HATHAWAY INC
Common
084670108
2812
6
SH
SOLE
6
0
0
BERKSHIRE HATHAWAY INC
Common
084670702
941
3046
SH
SOLE
3046
0
0
BOEING CO COM
Common
097023105
1589
8343
SH
SOLE
8343
0
0
BRISTOL MYERS SQUIBB CO
Common
110122108
1414
19658
SH
SOLE
19658
0
0
CATERPILLAR INC
Common
149123101
1414
5903
SH
SOLE
5903
0
0
CBRE GROUP INC CL A
Common
12504L109
323
4200
SH
SOLE
4200
0
0
CHEVRON CORP
Common
166764100
3942
21961
SH
SOLE
21961
0
0
CIGNA CORP
Common
125523100
829
2503
SH
SOLE
2503
0
0
CISCO SYS INC COM
Common
17275R102
403
8456
SH
SOLE
8456
0
0
CLOROX CO
Common
189054109
960
6841
SH
SOLE
6841
0
0
COCA COLA CO COM
Common
191216100
1105
17375
SH
SOLE
17375
0
0
COLGATE PALMOLIVE CO
Common
194162103
281
3570
SH
SOLE
3570
0
0
COMCAST CORP NEW CL A
Common
20030N101
406
11604
SH
SOLE
11604
0
0
CONOCOPHILLIPS
Common
20825C104
1021
8651
SH
SOLE
8651
0
0
CONSOLIDATED EDISON INC COM
Common
209115104
221
2323
SH
SOLE
2323
0
0
CORTEVA INC
Common
22052L104
375
6379
SH
SOLE
6379
0
0
COSTCO WHOLESALE CORP
Common
22160K105
1863
4080
SH
SOLE
4080
0
0
CSX CORP COM
Common
126408103
214
6900
SH
SOLE
6900
0
0
CVS HEALTH CORP
Common
126650100
1230
13201
SH
SOLE
13201
0
0
DEERE AND CO
Common
244199105
2691
6276
SH
SOLE
6276
0
0
DISNEY WALT CO DISNEY COM
Common
254687106
2106
24236
SH
SOLE
24236
0
0
DOW INC
Common
260557103
490
9729
SH
SOLE
9729
0
0
DUKE ENERGY CORP NEW
Common
26441C204
324
3146
SH
SOLE
3146
0
0
DUPONT DE NEMOURS INC
Common
26614N102
763
11112
SH
SOLE
11112
0
0
EMERSON ELECTRIC CO
Common
291011104
369
3845
SH
SOLE
3845
0
0
EVERSOURCE ENERGY COM
Common
30040W108
229
2729
SH
SOLE
2729
0
0
EXTRA SPACE STORAGE INC
Common
30225T102
258
1750
SH
SOLE
1750
0
0
EXXON MOBIL CORP
Common
30231G102
5283
47897
SH
SOLE
47897
0
0
FEDEX CORP
Common
31428X106
585
3375
SH
SOLE
3375
0
0
FIRST TRUST NASDAQ 100
ETF
337345102
237
2250
SH
SOLE
2250
0
0
FIRST TRUST VALUE LINE
ETF
33734H106
300
7505
SH
SOLE
7505
0
0
FORD MOTOR CO COM
Common
345370860
297
25535
SH
SOLE
25535
0
0
GENERAC HLDGS INC
Common
368736104
211
2100
SH
SOLE
2100
0
0
GENL ELEC CO
Common
369604301
792
9456
SH
SOLE
9456
0
0
GENL MILLS INC
Common
370334104
909
10838
SH
SOLE
10838
0
0
GOLDMAN SACHS GROUP INC
Common
38141G104
601
1750
SH
SOLE
1750
0
0
HCA HEALTHCARE INC
Common
40412C101
444
1850
SH
SOLE
1850
0
0
HERSHEY CO
Common
427866108
349
1509
SH
SOLE
1509
0
0
HOME DEPOT INC
Common
437076102
3095
9797
SH
SOLE
9797
0
0
HONEYWELL INTL INC
Common
438516106
2977
13890
SH
SOLE
13890
0
0
INDUSTRIAL SELECT SECTOR
ETF
81369Y704
281
2860
SH
SOLE
2860
0
0
INTEL CORP
Common
458140100
611
23119
SH
SOLE
23119
0
0
INTL BUSINESS MACH
Common
459200101
1053
7475
SH
SOLE
7475
0
0
INVESCO QQQ TRUST ETF
ETF
46090E103
1761
6612
SH
SOLE
6612
0
0
INVESCO S&P 500 EQUAL
ETF
46137V357
1269
8983
SH
SOLE
8983
0
0
ISHARES RUSSELL 1000
ETF
464287614
1362
6359
SH
SOLE
6359
0
0
ISHARES RUSSELL 2000 ETF
ETF
464287655
318
1825
SH
SOLE
1825
0
0
ISHARES TR CORE S&P MID-CAP ETF
ETF
464287507
230
950
SH
SOLE
950
0
0
JOHNSON & JOHNSON COM
Common
478160104
3965
22446
SH
SOLE
22446
0
0
JPMORGAN CHASE & CO
Common
46625H100
3009
22442
SH
SOLE
22442
0
0
KELLOGG CO
Common
487836108
246
3450
SH
SOLE
3450
0
0
KIMBERLY CLARK CORP
Common
494368103
517
3808
SH
SOLE
3808
0
0
LINDE PLC EUR
Common
G5494J103
611
1873
SH
SOLE
1873
0
0
LOCKHEED MARTIN CORP
Common
539830109
1580
3247
SH
SOLE
3247
0
0
LOWES COS INC COM
Common
548661107
1011
5075
SH
SOLE
5075
0
0
MASTERCARD INC CL A
Common
57636Q104
547
1572
SH
SOLE
1572
0
0
MCDONALDS CORP
Common
580135101
988
3748
SH
SOLE
3748
0
0
MEDTRONIC PLC
Common
G5960L103
224
2877
SH
SOLE
2877
0
0
MERCK & CO INC COM
Common
58933Y105
2165
19510
SH
SOLE
19510
0
0
META PLATFORMS INC CL A
Common
30303M102
1483
12322
SH
SOLE
12322
0
0
MICROSOFT CORP
Common
594918104
4491
18726
SH
SOLE
18726
0
0
MONDELEZ INTL INC
Common
609207105
1137
17063
SH
SOLE
17063
0
0
NASDAQ INC
Common
631103108
479
7800
SH
SOLE
7800
0
0
NEXTERA ENERGY INC COM
Common
65339F101
1689
20204
SH
SOLE
20204
0
0
NIKE INC CL B
Common
654106103
2103
17972
SH
SOLE
17972
0
0
NORFOLK SOUTHN CORP COM
Common
655844108
463
1880
SH
SOLE
1880
0
0
NORTHROP GRUMMAN CORP
Common
666807102
2049
3756
SH
SOLE
3756
0
0
NOVARTIS AG SPON ADR
Sponsored ADR
66987V109
820
9043
SH
SOLE
9043
0
0
NUCOR CORP
Common
670346105
237
1800
SH
SOLE
1800
0
0
NVIDIA CORP
Common
67066G104
1066
7292
SH
SOLE
7292
0
0
O REILLY AUTOMOTIVE INC
Common
67103H107
3398
4026
SH
SOLE
4026
0
0
ORACLE CORP
Common
68389X105
599
7330
SH
SOLE
7330
0
0
PEPSICO INC
Common
713448108
4978
27555
SH
SOLE
27555
0
0
PFIZER INC
Common
717081103
2356
45989
SH
SOLE
45989
0
0
PHILIP MORRIS INTL INC
Common
718172109
1841
18194
SH
SOLE
18194
0
0
PHILLIPS 66
Common
718546104
326
3131
SH
SOLE
3131
0
0
PROCTER & GAMBLE CO
Common
742718109
4710
31075
SH
SOLE
31075
0
0
PROSHARES ULTRA DOW30
ETF
74347R305
599
9370
SH
SOLE
9370
0
0
RAYTHEON TECHNOLOGIES
Common
75513E101
1961
19431
SH
SOLE
19431
0
0
RELIANCE STEEL &
Common
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405
2000
SH
SOLE
2000
0
0
ROCKWELL AUTOMATION INC
Common
773903109
616
2390
SH
SOLE
2390
0
0
SCHLUMBERGER LTD
Common
806857108
251
4695
SH
SOLE
4695
0
0
SEACOAST BKG CORP FLA
Common
811707801
405
13000
SH
SOLE
13000
0
0
SERVICENOW INC
Common
81762P102
379
975
SH
SOLE
975
0
0
SHELL PLC SPON ADR
Sponsored ADR
780259305
367
6450
SH
SOLE
6450
0
0
SPDR S&P 500 ETF TR
ETF
78462F103
655
1714
SH
SOLE
1714
0
0
STATE STREET CORP
Common
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1398
18022
SH
SOLE
18022
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0
SYSCO CORP
Common
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605
7913
SH
SOLE
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0
0
TE CONNECTIVITY LTD CHF
Common
H84989104
280
2436
SH
SOLE
2436
0
0
TESLA INC
Common
88160R101
438
3555
SH
SOLE
3555
0
0
TEXAS INSTRUMENTS
Common
882508104
244
1475
SH
SOLE
1475
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THERMO FISHER SCIENTIFIC
Common
883556102
4130
7500
SH
SOLE
7500
0
0
TORONTO DOMINION BK NEW
Common
891160509
5653
87294
SH
SOLE
87294
0
0
UFP TECHNOLOGIES INC
Common
902673102
364
3085
SH
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0
0
UNION PACIFIC CORP
Common
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2272
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SH
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0
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UNITED PARCEL SERVICE
Common
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355
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SH
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UNITEDHEALTH GROUP INC
Common
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420
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SH
SOLE
792
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VERIZON COMMUNICATIONS
Common
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1211
30743
SH
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VISA INC CL A
Common
92826C839
1085
5222
SH
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0
WALMART INC
Common
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890
6275
SH
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0
0
WATERS CORP
Common
941848103
445
1300
SH
SOLE
1300
0
0
WEC ENERGY GROUP INC COM
Common
92939U106
747
7971
SH
SOLE
7971
0
0
WELLS FARGO & CO NEW
Common
949746101
473
11448
SH
SOLE
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YUM! BRANDS INC
Common
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283
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SH
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0
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ZIMMER BIOMET HOLDINGS
Common
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252
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SH
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