0001714678-23-000002.txt : 20230512
0001714678-23-000002.hdr.sgml : 20230512
20230512100105
ACCESSION NUMBER: 0001714678-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230512
DATE AS OF CHANGE: 20230512
EFFECTIVENESS DATE: 20230512
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: 23913655
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
03-31-2023
03-31-2023
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
05-12-2023
0
127
148152
false
INFORMATION TABLE
2
beatonq123.xml
3M CO
Common
88579Y101
1230
11699
SH
SOLE
11699
0
0
ABBOTT LABS COM
Common
002824100
461
4557
SH
SOLE
4557
0
0
ABBVIE INC COM
Common
00287Y109
1692
10619
SH
SOLE
10619
0
0
ADOBE SYS INC COM
Common
00724F101
1037
2690
SH
SOLE
2690
0
0
AIR PRODS & CHEMS INC COM
Common
009158106
339
1179
SH
SOLE
1179
0
0
ALIBABA GROUP HLDG LTD
Sponsored ADR
01609W102
301
2945
SH
SOLE
2945
0
0
ALLSTATE CORP COM
Common
020002101
361
3258
SH
SOLE
3258
0
0
ALPHABET INC CL A
Common
02079K305
1539
14840
SH
SOLE
14840
0
0
ALTRIA GROUP INC COM
Common
02209S103
885
19835
SH
SOLE
19835
0
0
AMAZON COM INC COM
Common
023135106
2960
28655
SH
SOLE
28655
0
0
AMER ELECTRIC POWER CO
Common
025537101
250
2747
SH
SOLE
2747
0
0
AMERICAN WTR WKS CO INC NEW COM
Common
030420103
546
3725
SH
SOLE
3725
0
0
AMERIPRISE FINANCIAL INC
Common
03076C106
304
991
SH
SOLE
991
0
0
AMGEN INC COM
Common
031162100
781
3230
SH
SOLE
3230
0
0
AMPHENOL CORP NEW CL A
Common
032095101
923
11300
SH
SOLE
11300
0
0
APPLE INC COM
Common
037833100
4974
30161
SH
SOLE
30161
0
0
AT&T INC
Common
00206R102
1141
59270
SH
SOLE
59270
0
0
BANK AMER CORP COM
Common
060505104
2444
85459
SH
SOLE
85459
0
0
BAXTER INTL INC COM
Common
071813109
237
5835
SH
SOLE
5835
0
0
BERKSHIRE HATHAWAY INC
Common
084670108
2794
6
SH
SOLE
6
0
0
BERKSHIRE HATHAWAY INC
Common
084670702
971
3146
SH
SOLE
3146
0
0
BOEING CO COM
Common
097023105
1772
8343
SH
SOLE
8343
0
0
BRISTOL MYERS SQUIBB CO COM
Common
110122108
1362
19658
SH
SOLE
19658
0
0
CATERPILLAR INS COM
Common
149123101
1333
5823
SH
SOLE
5823
0
0
CBRE GROUP INC CL A
Common
12504L109
299
4100
SH
SOLE
4100
0
0
CHEVRON CORP
Common
166764100
3557
21801
SH
SOLE
21801
0
0
CIGNA GROUP COM
Common
125523100
640
2503
SH
SOLE
2503
0
0
CISCO SYS INC COM
Common
17275R102
442
8456
SH
SOLE
8456
0
0
CLOROX CO
Common
189054109
1083
6841
SH
SOLE
6841
0
0
COCA COLA CO COM
Common
191216100
1065
17175
SH
SOLE
17175
0
0
COLGATE PALMOLIVE CO COM
Common
194162103
266
3540
SH
SOLE
3540
0
0
COMCAST CORP NEW CL A
Common
20030N101
416
10964
SH
SOLE
10964
0
0
CONOCOPHILLIPS COM
Common
20825C104
858
8651
SH
SOLE
8651
0
0
CONSOLIDATED EDISON INC COM
Common
209115104
222
2323
SH
SOLE
2323
0
0
CORTEVA INC COM
Common
22052L104
383
6349
SH
SOLE
6349
0
0
COSTCO WHOLESALE CORP
Common
22160K105
207
4080
SH
SOLE
4080
0
0
CSX CORP COM
Common
126408103
207
6900
SH
SOLE
6900
0
0
CVS HEALTH CORP COM
Common
126650100
974
13101
SH
SOLE
13101
0
0
DEERE & CO COM
Common
244199105
2591
6276
SH
SOLE
6276
0
0
DISNEY WALT CO DISNEY COM
Common
254687106
2437
24336
SH
SOLE
24336
0
0
DOW INC
Common
260557103
532
9699
SH
SOLE
9699
0
0
DUKE ENERGY CORP NEW
Common
26441C204
303
3145
SH
SOLE
3145
0
0
DUPONT DE NEMOURS INC COM
Common
26614N102
795
11082
SH
SOLE
11082
0
0
EMERSON ELEC CO COM
Common
291011104
335
3845
SH
SOLE
3845
0
0
EVERSOURCE ENERGY COM
Common
30040W108
214
2729
SH
SOLE
2729
0
0
EXTRA SPACE STORAGE INC
Common
30225T102
285
1750
SH
SOLE
1750
0
0
EXXON MOBIL CORP COM
Common
30231G102
5219
47597
SH
SOLE
47597
0
0
FEDEX CORP COM
Common
31428X106
771
3375
SH
SOLE
3375
0
0
FIRST TRUST NASDAQ 100
ETF
337345102
294
2250
SH
SOLE
2250
0
0
FIRST TRUST VALUE LINE
ETF
33734H106
311
7755
SH
SOLE
7755
0
0
FORD MOTOR CO COM
Common
345370860
324
25735
SH
SOLE
25735
0
0
GENERAC HLDGS INC COM
Common
368736104
362
3350
SH
SOLE
3350
0
0
GENL ELEC CO
Common
369604301
914
9556
SH
SOLE
9556
0
0
GENL MILLS INC
Common
370334104
926
10838
SH
SOLE
10838
0
0
GOLDMAN SACHS GROUP INC COM
Common
38141G104
572
1750
SH
SOLE
1750
0
0
HCA HEALTHCARE INC
Common
40412C101
488
1850
SH
SOLE
1850
0
0
HERSHEY CO
Common
427866108
384
1509
SH
SOLE
1509
0
0
HOME DEPOT INC
Common
437076102
2892
9798
SH
SOLE
9798
0
0
HONEYWELL INTL INC COM
Common
438516106
2636
13790
SH
SOLE
13790
0
0
INTEL CORP COM
Common
458140100
759
23219
SH
SOLE
23219
0
0
INTL BUSINESS MACH
Common
459200101
980
7475
SH
SOLE
7475
0
0
INVESCO QQQ TR UNIT SER 1
ETF
46090E103
2154
6712
SH
SOLE
6712
0
0
INVESCO S&P 500 EQUAL
ETF
46137V357
1299
8983
SH
SOLE
8983
0
0
ISHARES EXPANDED
ETF
464287549
238
700
SH
SOLE
700
0
0
ISHARES RUSSELL 1000
ETF
464287614
1505
6159
SH
SOLE
6159
0
0
ISHARES TR CORE S&P MID-CAP ETF
ETF
464287507
238
950
SH
SOLE
950
0
0
ISHARES TR RUSSELL 2000 ETF
ETF
464287655
326
1825
SH
SOLE
1825
0
0
JOHNSON & JOHNSON COM
Common
478160104
3473
22406
SH
SOLE
22406
0
0
JPMORGAN CHASE & CO COM
Common
46625H100
2957
22692
SH
SOLE
22692
0
0
KELLOGG CO
Common
487836108
231
3450
SH
SOLE
3450
0
0
KIMBERLY-CLARK CORP COM
Common
494368103
511
3808
SH
SOLE
3808
0
0
LINDE PLC NEW EUR
Common
G54950103
664
1873
SH
SOLE
1873
0
0
LOCKHEED MARTIN CORP COM
Common
539830109
1535
3247
SH
SOLE
3247
0
0
LOWES COS INC COM
Common
548661107
1015
5075
SH
SOLE
5075
0
0
MASTERCARD INC CL A
Common
57636Q104
571
1572
SH
SOLE
1572
0
0
MCDONALDS CORP COM
Common
580135101
1057
3782
SH
SOLE
3782
0
0
MEDTRONIC PLC
Common
G5960L103
225
2790
SH
SOLE
2790
0
0
MERCK & CO INC NEW COM
Common
58933Y105
2076
19510
SH
SOLE
19510
0
0
META PLATFORMS INC CL A
Common
30303M102
1967
9282
SH
SOLE
9282
0
0
MICROSOFT CORP COM
Common
594918104
5331
18491
SH
SOLE
18491
0
0
MONDELEZ INTL INC CL A
Common
609207105
1190
17063
SH
SOLE
17063
0
0
NASDAQ INC COM
Common
631103108
426
7800
SH
SOLE
7800
0
0
NEXTERA ENERGY INC COM
Common
65339F101
1545
20038
SH
SOLE
20038
0
0
NIKE INC CL B
Common
654106103
2184
17812
SH
SOLE
17812
0
0
NORFOLK SOUTHN CORP COM
Common
655844108
399
1880
SH
SOLE
1880
0
0
NORTHROP GRUMMAN CORP COM
Common
666807102
1757
3806
SH
SOLE
3806
0
0
NOVARTIS AG SPONSORED ADR
Sponsored ADR
66987V109
816
8873
SH
SOLE
8873
0
0
NUCOR CORP COM
Common
670346105
278
1800
SH
SOLE
1800
0
0
NVIDIA CORP COM
Common
67066G104
1859
6692
SH
SOLE
6692
0
0
O REILLY AUTOMOTIVE INC
Common
67103H107
3418
4026
SH
SOLE
4026
0
0
ORACLE CORP
Common
68389X105
681
7330
SH
SOLE
7330
0
0
PEPSICO INC
Common
713448108
5018
27525
SH
SOLE
27525
0
0
PFIZER INC
Common
717081103
1881
46104
SH
SOLE
46104
0
0
PHILIP MORRIS INTL INC COM
Common
718172109
1769
18194
SH
SOLE
18194
0
0
PHILLIPS 66
Common
718546104
317
3131
SH
SOLE
3131
0
0
PROCTER & GAMBLE CO COM
Common
742718109
4615
31036
SH
SOLE
31036
0
0
PROSHARES ULTRA DOW30
ETF
74347R305
591
9270
SH
SOLE
9270
0
0
RAYTHEON TECHNOLOGIES
Common
75513E101
1876
19152
SH
SOLE
19152
0
0
RELIANCE STL & ALUM CO COM
Common
759509102
513
2000
SH
SOLE
2000
0
0
ROCKWELL AUTOMATION INC COM
Common
773903109
701
2390
SH
SOLE
2390
0
0
SALESFORCE INC COM
ETF
79466L302
250
1250
SH
SOLE
1250
0
0
SCHLUMBERGER LTD
Common
806857108
231
4695
SH
SOLE
4695
0
0
SEACOAST BKG CORP FLA
Common
811707801
308
13000
SH
SOLE
13000
0
0
SELECT SECTOR SPDR TR INDL
ETF
81369Y704
279
2760
SH
SOLE
2760
0
0
SERVICENOW INC COM
Common
81762P102
453
975
SH
SOLE
975
0
0
SHELL PLC SPON ADR
Sponsored ADR
780259305
371
6450
SH
SOLE
6450
0
0
SPDR S&P 500 ETF TR
ETF
78462F103
702
1714
SH
SOLE
1714
0
0
STATE STR CORP COM
Common
857477103
1364
18022
SH
SOLE
18022
0
0
SYSCO CORP
Common
871829107
611
7913
SH
SOLE
7913
0
0
TE CONNECTIVITY LTD CHF
Common
H84989104
319
2436
SH
SOLE
2436
0
0
TELEFLEX INC COM
Common
879369106
203
800
SH
SOLE
800
0
0
TESLA INC COM
Common
88160R101
741
3574
SH
SOLE
3574
0
0
TEXAS INSTRS INC COM
Common
882508104
263
1415
SH
SOLE
1415
0
0
THERMO FISHER SCIENTIFIC
Common
883556102
4265
7400
SH
SOLE
7400
0
0
TORONTO DOMINION BK NEW
Common
891160509
5169
86294
SH
SOLE
86294
0
0
UFP TECHNOLOGIES INC COM
Common
902673102
401
3085
SH
SOLE
3085
0
0
ULTRA SEMICONDUCTOR
ETF
74347R669
216
7480
SH
SOLE
7480
0
0
UNITED PARCEL SVC INC CL B
Common
911312106
396
2043
SH
SOLE
2043
0
0
UNITEDHEALTH GROUP INC COM
Common
91324P102
374
792
SH
SOLE
792
0
0
VERIZON COMMUNICATIONS
Common
92343V104
1196
30743
SH
SOLE
30743
0
0
VISA INC CL A
Common
92826C839
1177
5222
SH
SOLE
5222
0
0
WALMART INC COM
Common
931142103
911
6175
SH
SOLE
6175
0
0
WATERS CORP
Common
941848103
433
1400
SH
SOLE
1400
0
0
WEC ENERGY GROUP INC COM
Common
92939U106
756
7971
SH
SOLE
7971
0
0
WELLS FARGO & CO NEW COM
Common
949746101
428
11448
SH
SOLE
11448
0
0
YUM! BRANDS INC
Common
988498101
292
2210
SH
SOLE
2210
0
0
ZIMMER BIOMET HLDGS INC COM
Common
98956P102
256
1980
SH
SOLE
1980
0
0