0001714678-23-000004.txt : 20231103
0001714678-23-000004.hdr.sgml : 20231103
20231103144105
ACCESSION NUMBER: 0001714678-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231103
DATE AS OF CHANGE: 20231103
EFFECTIVENESS DATE: 20231103
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: 231375865
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
09-30-2023
09-30-2023
Beaton Management Co. Inc.
150 SUMMER STREET
HAVERHILL
MA
01830
13F HOLDINGS REPORT
028-18141
N
Terrence A Beaton
President, CFA
9783723008
Terrence A Beaton
Haverhill
MA
11-03-2023
0
130
153982
false
INFORMATION TABLE
2
beatonq323.xml
3M CO
Common
88579Y101
1056
11279
SH
SOLE
11279
0
0
ABBOTT LABS
Common
002824100
440
4546
SH
SOLE
4546
0
0
ABBVIE INC COM
Common
00287Y109
1625
10898
SH
SOLE
10898
0
0
ADOBE SYS INC COM
Common
00724F101
1361
2669
SH
SOLE
2669
0
0
AIR PROD & CHEMICAL INC
Common
009158106
338
1194
SH
SOLE
1194
0
0
ALIBABA GROUP HLDG LTD
Sponsored ADR
01609W102
261
3005
SH
SOLE
3005
0
0
ALLSTATE CORP
Common
020002101
363
3258
SH
SOLE
3258
0
0
ALPHABET INC CL A
Common
02079K305
1942
14840
SH
SOLE
14840
0
0
ALPHABET INC CL C
Common
02079K107
386
2927
SH
SOLE
2927
0
0
ALTRIA GROUP INC
Common
02209S103
835
19865
SH
SOLE
19865
0
0
AMAZON.COM INC
Common
023135106
3689
29021
SH
SOLE
29021
0
0
AMER ELECTRIC POWER CO
Common
025537101
207
2747
SH
SOLE
2747
0
0
AMERICAN WATER WORKS CO
Common
030420103
449
3625
SH
SOLE
3625
0
0
AMERIPRISE FINANCIAL INC
Common
03076C106
300
910
SH
SOLE
910
0
0
AMGEN INC
Common
031162100
886
3295
SH
SOLE
3295
0
0
AMPHENOL CORP NEW CL A
Common
032095101
950
11315
SH
SOLE
11315
0
0
APPLE INC
Common
037833100
5503
32140
SH
SOLE
32140
0
0
AT&T INC
Common
00206R102
870
57893
SH
SOLE
57893
0
0
AUTOMATIC DATA PROCESSNG
Common
053015103
216
896
SH
SOLE
896
0
0
BANK OF AMER CORP
Common
060505104
2325
84909
SH
SOLE
84909
0
0
BAXTER INTL INC
Common
071813109
214
5660
SH
SOLE
5660
0
0
BERKSHIRE HATHAWAY INC
Common
084670108
3189
6
SH
SOLE
6
0
0
BERKSHIRE HATHAWAY INC
Common
084670702
1102
3146
SH
SOLE
3146
0
0
BOEING CO COM
Common
097023105
1599
8343
SH
SOLE
8343
0
0
BRISTOL MYERS SQUIBB CO
Common
110122108
1164
20058
SH
SOLE
20058
0
0
CATERPILLAR INC
Common
149123101
1543
5653
SH
SOLE
5653
0
0
CBRE GROUP INC CL A
Common
12504L109
303
4100
SH
SOLE
4100
0
0
CHEVRON CORP
Common
166764100
3647
21629
SH
SOLE
21629
0
0
CIGNA GROUP COM
Common
125523100
717
2505
SH
SOLE
2505
0
0
CISCO SYS INC COM
Common
17275R102
1232
22925
SH
SOLE
22925
0
0
CLOROX CO
Common
189054109
753
5749
SH
SOLE
5749
0
0
COCA COLA CO COM
Common
191216100
1237
22090
SH
SOLE
22090
0
0
COLGATE PALMOLIVE CO
Common
194162103
212
2979
SH
SOLE
2979
0
0
COMCAST CORP NEW CL A
Common
20030N101
515
11622
SH
SOLE
11622
0
0
CONOCOPHILLIPS
Common
20825C104
1037
8660
SH
SOLE
8660
0
0
CONS EDISON CO (HOLDING
Common
209115104
199
2323
SH
SOLE
2323
0
0
CORTEVA INC
Common
22052L104
306
5984
SH
SOLE
5984
0
0
COSTCO WHOLESALE CORP
Common
22160K105
2305
4080
SH
SOLE
4080
0
0
CSX CORP COM
Common
126408103
202
6555
SH
SOLE
6555
0
0
CVS HEALTH CORP
Common
126650100
884
12662
SH
SOLE
12662
0
0
DEERE AND CO
Common
244199105
2370
6279
SH
SOLE
6279
0
0
DOW INC
Common
260557103
490
9500
SH
SOLE
9500
0
0
DUKE ENERGY CORP NEW
Common
26441C204
296
3354
SH
SOLE
3354
0
0
DUPONT DE NEMOURS INC
Common
26614N102
817
10949
SH
SOLE
10949
0
0
EATON CORP PLC
Common
G29183103
225
1054
SH
SOLE
1054
0
0
EMERSON ELECTRIC CO
Common
291011104
371
3845
SH
SOLE
3845
0
0
EXTRA SPACE STORAGE INC
Common
30225T102
213
1750
SH
SOLE
1750
0
0
EXXON MOBIL CORP
Common
30231G102
5541
47123
SH
SOLE
47123
0
0
FEDEX CORP
Common
31428X106
894
3375
SH
SOLE
3375
0
0
FERRARI N V SHS
Common
N3167Y103
237
800
SH
SOLE
800
0
0
FIRST TRUST NASDAQ 100
ETF
337345102
312
2150
SH
SOLE
2150
0
0
FIRST TRUST VALUE LINE
ETF
33734H106
281
7505
SH
SOLE
7505
0
0
FORD MOTOR CO COM
Common
345370860
320
25735
SH
SOLE
25735
0
0
GENERAC HLDGS INC
Common
368736104
365
3350
SH
SOLE
3350
0
0
GENL ELEC CO
Common
369604301
1060
9590
SH
SOLE
9590
0
0
GENL MILLS INC
Common
370334104
695
10854
SH
SOLE
10854
0
0
GOLDMAN SACHS GROUP INC
Common
38141G104
566
1750
SH
SOLE
1750
0
0
HCA HEALTHCARE INC
Common
40412C101
457
1856
SH
SOLE
1856
0
0
HERSHEY CO
Common
427866108
302
1509
SH
SOLE
1509
0
0
HOME DEPOT INC
Common
437076102
2936
9715
SH
SOLE
9715
0
0
HONEYWELL INTL INC
Common
438516106
2530
13697
SH
SOLE
13697
0
0
INDUSTRIAL SELECT SECTOR
ETF
81369Y704
280
2760
SH
SOLE
2760
0
0
INTEL CORP
Common
458140100
819
23045
SH
SOLE
23045
0
0
INTL BUSINESS MACH
Common
459200101
1048
7471
SH
SOLE
7471
0
0
INVESCO QQQ TRUST ETF
ETF
46090E103
2437
6802
SH
SOLE
6802
0
0
INVESCO S&P 500 EQUAL
ETF
46137V357
1214
8567
SH
SOLE
8567
0
0
ISHARES CORE S&P
ETF
464287804
206
2189
SH
SOLE
2189
0
0
ISHARES CORE S&P MIDCAP
ETF
464287507
238
956
SH
SOLE
956
0
0
ISHARES EXPANDED
ETF
464287549
268
700
SH
SOLE
700
0
0
ISHARES RUSSELL 1000
ETF
464287614
1638
6159
SH
SOLE
6159
0
0
ISHARES RUSSELL 2000 ETF
ETF
464287655
331
1875
SH
SOLE
1875
0
0
ISHARES S&P SMALLCAP 600
ETF
464287887
180
1640
SH
SOLE
1640
0
0
JOHNSON & JOHNSON COM
Common
478160104
3455
22184
SH
SOLE
22184
0
0
JPMORGAN CHASE & CO
Common
46625H100
3250
22409
SH
SOLE
22409
0
0
KIMBERLY CLARK CORP
Common
494368103
459
3801
SH
SOLE
3801
0
0
LINDE PLC NEW EUR
Common
G54950103
700
1881
SH
SOLE
1881
0
0
LOCKHEED MARTIN CORP
Common
539830109
1329
3249
SH
SOLE
3249
0
0
LOWES COS INC COM
Common
548661107
1057
5086
SH
SOLE
5086
0
0
MASTERCARD INC CL A
Common
57636Q104
626
1582
SH
SOLE
1582
0
0
MCDONALDS CORP
Common
580135101
1632
6196
SH
SOLE
6196
0
0
MEDTRONIC PLC
Common
G5960L103
220
2807
SH
SOLE
2807
0
0
MERCK & CO INC COM
Common
58933Y105
2028
19695
SH
SOLE
19695
0
0
META PLATFORMS INC CL A
Common
30303M102
2763
9205
SH
SOLE
9205
0
0
MICROSOFT CORP
Common
594918104
5787
18329
SH
SOLE
18329
0
0
MONDELEZ INTL INC
Common
609207105
1191
17158
SH
SOLE
17158
0
0
NASDAQ INC
Common
631103108
379
7800
SH
SOLE
7800
0
0
NEXTERA ENERGY INC COM
Common
65339F101
1153
20125
SH
SOLE
20125
0
0
NIKE INC CL B
Common
654106103
1703
17812
SH
SOLE
17812
0
0
NORFOLK SOUTHN CORP COM
Common
655844108
370
1880
SH
SOLE
1880
0
0
NORTHROP GRUMMAN CORP
Common
666807102
1666
3784
SH
SOLE
3784
0
0
NOVARTIS AG SPON ADR
Sponsored ADR
66987V109
904
8873
SH
SOLE
8873
0
0
NUCOR CORP
Common
670346105
289
1850
SH
SOLE
1850
0
0
NVIDIA CORP
Common
67066G104
2961
6806
SH
SOLE
6806
0
0
O REILLY AUTOMOTIVE INC
Common
67103H107
3661
4028
SH
SOLE
4028
0
0
ORACLE CORP
Common
68389X105
781
7369
SH
SOLE
7369
0
0
PEPSICO INC
Common
713448108
4669
27554
SH
SOLE
27554
0
0
PFIZER INC
Common
717081103
1528
46054
SH
SOLE
46054
0
0
PHILIP MORRIS INTL INC
Common
718172109
1685
18200
SH
SOLE
18200
0
0
PHILLIPS 66
Common
718546104
378
3145
SH
SOLE
3145
0
0
PROCTER & GAMBLE CO
Common
742718109
4515
30957
SH
SOLE
30957
0
0
PROSHARES ULTRA DOW30
ETF
74347R305
588
9270
SH
SOLE
9270
0
0
RELIANCE STEEL &
Common
759509102
524
2000
SH
SOLE
2000
0
0
ROCKWELL AUTOMATION INC
Common
773903109
727
2543
SH
SOLE
2543
0
0
RTX CORP
Common
75513E101
1411
19604
SH
SOLE
19604
0
0
SALESFORCE INC.
Common
79466L302
256
1262
SH
SOLE
1262
0
0
SCHLUMBERGER LTD
Common
806857108
270
4630
SH
SOLE
4630
0
0
SEACOAST BKG CORP FLA
Common
811707801
220
10000
SH
SOLE
10000
0
0
SERVICENOW INC
Common
81762P102
545
975
SH
SOLE
975
0
0
SHELL PLC SPON ADR
Sponsored ADR
780259305
415
6450
SH
SOLE
6450
0
0
SPDR S&P 500 ETF TR
ETF
78462F103
775
1814
SH
SOLE
1814
0
0
STATE STREET CORP
Common
857477103
1207
18022
SH
SOLE
18022
0
0
SYSCO CORP
Common
871829107
523
7913
SH
SOLE
7913
0
0
TE CONNECTIVITY LTD CHF
Common
H84989104
301
2436
SH
SOLE
2436
0
0
TESLA INC
Common
88160R101
898
3589
SH
SOLE
3589
0
0
TEXAS INSTRUMENTS
Common
882508104
229
1438
SH
SOLE
1438
0
0
THERMO FISHER SCIENTIFIC
Common
883556102
3559
7031
SH
SOLE
7031
0
0
TORONTO DOMINION BK NEW
Common
891160509
5182
85994
SH
SOLE
85994
0
0
UFP TECHNOLOGIES INC
Common
902673102
498
3085
SH
SOLE
3085
0
0
ULTRA SEMICONDUCTOR
ETF
74347R669
277
7180
SH
SOLE
7180
0
0
UNITED PARCEL SERVICE
Common
911312106
322
2067
SH
SOLE
2067
0
0
UNITEDHEALTH GROUP INC
Common
91324P102
405
804
SH
SOLE
804
0
0
VERIZON COMMUNICATIONS
Common
92343V104
1208
37278
SH
SOLE
37278
0
0
VISA INC CL A
Common
92826C839
1227
5334
SH
SOLE
5334
0
0
WALMART INC
Common
931142103
989
6185
SH
SOLE
6185
0
0
WALT DISNEY CO (HOLDING
Common
254687106
2010
24794
SH
SOLE
24794
0
0
WATERS CORP
Common
941848103
384
1402
SH
SOLE
1402
0
0
WEC ENERGY GROUP INC COM
Common
92939U106
643
7988
SH
SOLE
7988
0
0
WELLS FARGO & CO NEW
Common
949746101
451
11050
SH
SOLE
11050
0
0
YUM! BRANDS INC
Common
988498101
277
2219
SH
SOLE
2219
0
0
ZIMMER BIOMET HOLDINGS
Common
98956P102
223
1989
SH
SOLE
1989
0
0