13F Insight
DOSSIER · 13F-HR · Q1 2026

Beaton Management Co. Inc.

$225M in tracked AUM across 146 positions as of Q1 2026.

BM
CIK 0001714678 · last filed Mar 31, 2026
Total AUM
$225M
as of Q1 2026
Holdings
146
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Beaton Management Co. Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORP
$10M59K4.6%02
AAPL
APPLE INC
$8M30K3.4%03
XOM
EXXON MOBIL CORP
$7M42K3.2%04
JPM
JPMORGAN CHASE & CO
$6M22K2.8%05
MSFT
MICROSOFT CORP
$6M16K2.7%06
TD
TORONTO DOMINION BK NEW
$6M61K2.5%07
AMZN
AMAZON.COM INC
$6M27K2.5%08
ORLY
O REILLY AUTOMOTIVE INC
$5M59K2.4%09
META
META PLATFORMS INC CL A
$5M10K2.4%10
LLY
LILLY ELI & CO
$5M6K2.4%

Filing history

2026Q1Mar 31
$225M▼ 1.1%
146 positionsView →2025Q4Dec 31
$227M▲ 3.2%
149 positionsView →2025Q3Sep 30
$220M▲ 7.4%
142 positionsView →2025Q2Jun 30
$205M▲ 6.3%
135 positionsLocked2025Q1Mar 31
$193M▼ 2.9%
138 positionsLocked2024Q4Dec 31
$198M▲ 0.3%
134 positionsLocked2024Q3Sep 30
$198M▲ 6.3%
135 positionsLocked2024Q2Jun 30
$186M▲ 1.2%
136 positionsLocked2024Q1Mar 31
$184M▲ 10.0%
136 positionsLocked2023Q4Dec 31
$167M▲ 8.5%
132 positionsLocked2023Q3Sep 30
$154M▼ 2.6%
130 positionsLocked2023Q2Jun 30
$158M▲ 6.7%
130 positionsLocked
Showing 12 of 34