Beaton Management Co. Inc.
•CIK: 1714678•Filing: Q4 2025
**Beaton Management Co. Inc.** manages $227M across a diversified portfolio of 149 positions. The fund maintains significant exposure to mega-cap technology and financial names, highlighted by top holdings including NVDA at $11.1M and AAPL at $8.2M. Further concentration is evident in MSFT ($8.0M), JPM ($7.0M), and LLY ($6.4M). This structure suggests a core focus on established growth leaders and sector-specific value plays.
Total AUM
$227.0M
QoQ Performance
+3.2%
Positions
148
Top 10 Concentration
30.6%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA4.9%
AAPL3.6%
MSFT3.5%
JPM3.1%
LLY2.8%
META2.7%
AMZN2.7%
TD2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other30.3%
Technology20.0%
Healthcare11.1%
Financial10.5%
Industrial9.4%
Consumer8.8%
Energy2.6%
Consumer Staples2.6%
Changes from Q3 2025
NEW9 new positions
↑13 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023