0001714678-23-000003.txt : 20230721
0001714678-23-000003.hdr.sgml : 20230721
20230721134613
ACCESSION NUMBER: 0001714678-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230721
DATE AS OF CHANGE: 20230721
EFFECTIVENESS DATE: 20230721
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: 231102102
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
06-30-2023
06-30-2023
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
07-21-2023
0
130
158019
false
INFORMATION TABLE
2
beatonq223.xml
3M CO
Common
88579Y101
1137
11355
SH
SOLE
11355
0
0
ABBOTT LABS
Common
002824100
497
4560
SH
SOLE
4560
0
0
ABBVIE INC COM
Common
00287Y109
1463
10857
SH
SOLE
10857
0
0
ADOBE SYS INC COM
Common
00724F101
1303
2665
SH
SOLE
2665
0
0
AIR PROD & CHEMICAL INC
Common
009158106
353
1179
SH
SOLE
1179
0
0
ALIBABA GROUP HLDG LTD
Sponsored ADR
01609W102
250
3005
SH
SOLE
3005
0
0
ALLSTATE CORP
Common
020002101
355
3258
SH
SOLE
3258
0
0
ALPHABET INC CL A
Common
02079K305
1776
14840
SH
SOLE
14840
0
0
ALPHABET INC CL C
Common
02079K107
347
2870
SH
SOLE
2870
0
0
ALTRIA GROUP INC
Common
02209S103
900
19865
SH
SOLE
19865
0
0
AMAZON.COM INC
Common
023135106
3762
28855
SH
SOLE
28855
0
0
AMER ELECTRIC POWER CO
Common
025537101
231
2747
SH
SOLE
2747
0
0
AMERICAN WATER WORKS CO
Common
030420103
532
3725
SH
SOLE
3725
0
0
AMERIPRISE FINANCIAL INC
Common
03076C106
329
991
SH
SOLE
991
0
0
AMGEN INC
Common
031162100
732
3295
SH
SOLE
3295
0
0
AMPHENOL CORP NEW CL A
Common
032095101
960
11300
SH
SOLE
11300
0
0
APPLE INC
Common
037833100
5851
30161
SH
SOLE
30161
0
0
AT&T INC
Common
00206R102
934
58570
SH
SOLE
58570
0
0
BANK OF AMER CORP
Common
060505104
2436
84909
SH
SOLE
84909
0
0
BAXTER INTL INC
Common
071813109
266
5835
SH
SOLE
5835
0
0
BERKSHIRE HATHAWAY INC
Common
084670108
3107
6
SH
SOLE
6
0
0
BERKSHIRE HATHAWAY INC
Common
084670702
1073
3146
SH
SOLE
3146
0
0
BOEING CO COM
Common
097023105
1762
8343
SH
SOLE
8343
0
0
BRISTOL MYERS SQUIBB CO
Common
110122108
1289
20158
SH
SOLE
20158
0
0
CATERPILLAR INC
Common
149123101
1433
5823
SH
SOLE
5823
0
0
CBRE GROUP INC CL A
Common
12504L109
331
4100
SH
SOLE
4100
0
0
CHEVRON CORP
Common
166764100
3415
21701
SH
SOLE
21701
0
0
CIGNA GROUP COM
Common
125523100
703
2505
SH
SOLE
2505
0
0
CISCO SYSTEMS INC
Common
17275R102
438
8456
SH
SOLE
8456
0
0
CLOROX CO
Common
189054109
930
5849
SH
SOLE
5849
0
0
COCA COLA CO COM
Common
191216100
1034
17175
SH
SOLE
17175
0
0
COLGATE PALMOLIVE CO
Common
194162103
256
3329
SH
SOLE
3329
0
0
COMCAST CORP NEW CL A
Common
20030N101
477
11483
SH
SOLE
11483
0
0
CONOCOPHILLIPS
Common
20825C104
896
8651
SH
SOLE
8651
0
0
CONS EDISON CO (HOLDING
Common
209115104
210
2325
SH
SOLE
2325
0
0
CORTEVA INC
Common
22052L104
364
6349
SH
SOLE
6349
0
0
COSTCO WHOLESALE CORP
Common
22160K105
2197
4080
SH
SOLE
4080
0
0
CSX CORP COM
Common
126408103
235
6900
SH
SOLE
6900
0
0
CVS HEALTH CORP
Common
126650100
886
12812
SH
SOLE
12812
0
0
DEERE AND CO
Common
244199105
2543
6276
SH
SOLE
6276
0
0
DOW INC
Common
260557103
513
9633
SH
SOLE
9633
0
0
DUKE ENERGY CORP NEW
Common
26441C204
282
3145
SH
SOLE
3145
0
0
DUPONT DE NEMOURS INC
Common
26614N102
792
11082
SH
SOLE
11082
0
0
EATON CORP PLC
Common
G29183103
209
1038
SH
SOLE
1038
0
0
EMERSON ELECTRIC CO
Common
291011104
348
3845
SH
SOLE
3845
0
0
EXTRA SPACE STORAGE INC
Common
30225T102
260
1750
SH
SOLE
1750
0
0
EXXON MOBIL CORP
Common
30231G102
5075
47322
SH
SOLE
47322
0
0
FEDEX CORP
Common
31428X106
837
3375
SH
SOLE
3375
0
0
FERRARI N V
Common
N3167Y103
261
800
SH
SOLE
800
0
0
FIRST TRUST NASDAQ 100
ETF
337345102
316
2150
SH
SOLE
2150
0
0
FIRST TRUST VALUE LINE
ETF
33734H106
301
7505
SH
SOLE
7505
0
0
FORD MOTOR CO COM
Common
345370860
389
25735
SH
SOLE
25735
0
0
GENERAC HLDGS INC
Common
368736104
500
3350
SH
SOLE
3350
0
0
GENERAL MOTORS CO
Common
37045V100
209
5413
SH
SOLE
5413
0
0
GENL ELEC CO
Common
369604301
1054
9594
SH
SOLE
9594
0
0
GENL MILLS INC
Common
370334104
833
10854
SH
SOLE
10854
0
0
GOLDMAN SACHS GROUP INC
Common
38141G104
564
1750
SH
SOLE
1750
0
0
HCA HEALTHCARE INC
Common
40412C101
561
1850
SH
SOLE
1850
0
0
HERSHEY CO
Common
427866108
377
1509
SH
SOLE
1509
0
0
HOME DEPOT INC
Common
437076102
3044
9798
SH
SOLE
9798
0
0
HONEYWELL INTL INC
Common
438516106
2861
13790
SH
SOLE
13790
0
0
INDUSTRIAL SELECT SECTOR
ETF
81369Y704
296
2760
SH
SOLE
2760
0
0
INTEL CORP
Common
458140100
776
23219
SH
SOLE
23219
0
0
INTL BUSINESS MACH
Common
459200101
1000
7471
SH
SOLE
7471
0
0
INVESCO QQQ TRUST ETF
ETF
46090E103
2480
6712
SH
SOLE
6712
0
0
INVESCO S&P 500 EQUAL
ETF
46137V357
1277
8533
SH
SOLE
8533
0
0
ISHARES EXPANDED
ETF
464287549
275
700
SH
SOLE
700
0
0
ISHARES RUSSELL 1000
ETF
464287614
1695
6159
SH
SOLE
6159
0
0
ISHARES RUSSELL 2000 ETF
ETF
464287655
342
1825
SH
SOLE
1825
0
0
ISHARES TR CORE S&P MID-CAP
ETF
464287507
248
950
SH
SOLE
950
0
0
JOHNSON & JOHNSON COM
Common
478160104
3707
22399
SH
SOLE
22399
0
0
JPMORGAN CHASE & CO
Common
46625H100
3300
22692
SH
SOLE
22692
0
0
KELLOGG CO
Common
487836108
200
2970
SH
SOLE
2970
0
0
KIMBERLY CLARK CORP
Common
494368103
526
3808
SH
SOLE
3808
0
0
LANDSTAR SYS INC COM
Common
515098101
200
1041
SH
SOLE
1041
0
0
LINDE PLC NEW EUR
Common
G54950103
714
1873
SH
SOLE
1873
0
0
LOCKHEED MARTIN CORP
Common
539830109
1493
3243
SH
SOLE
3243
0
0
LOWES COS INC COM
Common
548661107
1145
5075
SH
SOLE
5075
0
0
MASTERCARD INC CL A
Common
57636Q104
618
1572
SH
SOLE
1572
0
0
MCDONALDS CORP
Common
580135101
1129
3782
SH
SOLE
3782
0
0
MEDTRONIC PLC
Common
G5960L103
246
2790
SH
SOLE
2790
0
0
MERCK & CO INC COM
Common
58933Y105
2251
19510
SH
SOLE
19510
0
0
META PLATFORMS INC CL A
Common
30303M102
2635
9182
SH
SOLE
9182
0
0
MICROSOFT CORP
Common
594918104
6256
18371
SH
SOLE
18371
0
0
MONDELEZ INTL INC
Common
609207105
1245
17067
SH
SOLE
17067
0
0
NASDAQ INC
Common
631103108
389
7800
SH
SOLE
7800
0
0
NEXTERA ENERGY INC COM
Common
65339F101
1475
19878
SH
SOLE
19878
0
0
NIKE INC CL B
Common
654106103
1966
17812
SH
SOLE
17812
0
0
NORFOLK SOUTHN CORP COM
Common
655844108
426
1880
SH
SOLE
1880
0
0
NORTHROP GRUMMAN CORP
Common
666807102
1735
3806
SH
SOLE
3806
0
0
NOVARTIS AG SPON ADR
Sponsored ADR
66987V109
895
8873
SH
SOLE
8873
0
0
NUCOR CORP
Common
670346105
303
1850
SH
SOLE
1850
0
0
NVIDIA CORP
Common
67066G104
2771
6550
SH
SOLE
6550
0
0
O REILLY AUTOMOTIVE INC
Common
67103H107
3848
4028
SH
SOLE
4028
0
0
ORACLE CORP
Common
68389X105
873
7330
SH
SOLE
7330
0
0
PEPSICO INC
Common
713448108
5098
27526
SH
SOLE
27526
0
0
PFIZER INC
Common
717081103
1706
46518
SH
SOLE
46518
0
0
PHILIP MORRIS INTL INC
Common
718172109
1777
18200
SH
SOLE
18200
0
0
PHILLIPS 66
Common
718546104
299
3131
SH
SOLE
3131
0
0
PROCTER & GAMBLE CO
Common
742718109
4691
30916
SH
SOLE
30916
0
0
PROSHARES ULTRA DOW30
ETF
74347R305
625
9270
SH
SOLE
9270
0
0
RAYTHEON TECHNOLOGIES
Common
75513E101
1875
19137
SH
SOLE
19137
0
0
RELIANCE STEEL &
Common
759509102
543
2000
SH
SOLE
2000
0
0
ROCKWELL AUTOMATION INC
Common
773903109
787
2390
SH
SOLE
2390
0
0
SALESFORCE INC.
Common
79466L302
264
1250
SH
SOLE
1250
0
0
SCHLUMBERGER LTD
Common
806857108
231
4695
SH
SOLE
4695
0
0
SEACOAST BKG CORP FLA
Common
811707801
221
10000
SH
SOLE
10000
0
0
SERVICENOW INC
Common
81762P102
548
975
SH
SOLE
975
0
0
SHELL PLC SPON ADR
Sponsored ADR
780259305
389
6450
SH
SOLE
6450
0
0
SPDR S&P 500 ETF TR
ETF
78462F103
760
1714
SH
SOLE
1714
0
0
STATE STREET CORP
Common
857477103
1319
18022
SH
SOLE
18022
0
0
SYSCO CORP
Common
871829107
587
7913
SH
SOLE
7913
0
0
TE CONNECTIVITY LTD CHF
Common
H84989104
341
2436
SH
SOLE
2436
0
0
TESLA INC
Common
88160R101
936
3574
SH
SOLE
3574
0
0
TEXAS INSTRUMENTS
Common
882508104
255
1415
SH
SOLE
1415
0
0
THERMO FISHER SCIENTIFIC
Common
883556102
3830
7340
SH
SOLE
7340
0
0
TORONTO DOMINION BK NEW
Common
891160509
5332
85994
SH
SOLE
85994
0
0
UFP TECHNOLOGIES INC
Common
902673102
598
3085
SH
SOLE
3085
0
0
ULTRA SEMICONDUCTOR
ETF
74347R669
316
7480
SH
SOLE
7480
0
0
UNITED PARCEL SERVICE
Common
911312106
366
2043
SH
SOLE
2043
0
0
UNITEDHEALTH GROUP INC
Common
91324P102
385
800
SH
SOLE
800
0
0
VERIZON COMMUNICATIONS
Common
92343V104
1105
29701
SH
SOLE
29701
0
0
VISA INC CL A
Common
92826C839
1240
5222
SH
SOLE
5222
0
0
WALMART INC
Common
931142103
972
6185
SH
SOLE
6185
0
0
WALT DISNEY CO (HOLDING
Common
254687106
2146
24036
SH
SOLE
24036
0
0
WATERS CORP
Common
941848103
374
1402
SH
SOLE
1402
0
0
WEC ENERGY GROUP INC COM
Common
92939U106
703
7971
SH
SOLE
7971
0
0
WELLS FARGO & CO NEW
Common
949746101
489
11448
SH
SOLE
11448
0
0
YUM! BRANDS INC
Common
988498101
307
2219
SH
SOLE
2219
0
0
ZIMMER BIOMET HOLDINGS
Common
98956P102
290
1989
SH
SOLE
1989
0
0