Institutional Fund
Beaton Management Co. Inc.
Haverhill, MACIK 17146785 filings on record
Portfolio Value
$224.6K
Q1 2026
Holdings
146
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-1.1%
from $227.0K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation4.6%
- Apple Inc3.4%
- Exxon Mobil Corp3.2%
- Jpmorgan Chase & Co.2.8%
- Microsoft Corp2.7%
- Toronto Dominion Bk Ont2.5%
- Other80.8%
Portfolio Holdings
146 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 59.3K | $10.3K | 4.6% | −400 | Reduced |
| 2 | Apple Inc | 29.8K | $7.6K | 3.4% | −225 | Reduced |
| 3 | Exxon Mobil Corp | 41.9K | $7.1K | 3.2% | −1.7K | Reduced |
| 4 | Jpmorgan Chase & Co. | 21.6K | $6.3K | 2.8% | −245 | Reduced |
| 5 | Microsoft Corp | 16.4K | $6.1K | 2.7% | −115 | Reduced |
| 6 | Toronto Dominion Bk Ont | 61.3K | $5.7K | 2.5% | −194 | Reduced |
| 7 | Amazon Com Inc | 26.8K | $5.6K | 2.5% | −60 | Reduced |
| 8 | Oreilly Automotive Inc | 59.3K | $5.5K | 2.4% | −120 | Reduced |
| 9 | Meta Platforms Inc | 9.5K | $5.4K | 2.4% | +100 | Added |
| 10 | Eli Lilly & Co | 5.9K | $5.4K | 2.4% | −25 | Reduced |
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