Beaton Management Co. Inc. - Portfolio overview

Beaton Management Co. Inc. has 151 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORP, 4.61%
2. AAPL - APPLE INC, 3.37%
3. XOM - EXXON MOBIL CORP, 3.17%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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