Beaton Management Co. Inc.
All 13F Filings
- Location
- Haverhill, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 226,977
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 149 | 226,977 | 13F-HR | Beaton Management Co. Inc. |
| Q3 2025 | 11/12/2025 | 142 | 219,916 | 13F-HR | Beaton Management Co. Inc. |
| Q2 2025 | 8/12/2025 | 135 | 204,720 | 13F-HR | Beaton Management Co. Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 206.7 K | 91.1% | 6.172 K | 0 | 6.172 K |
| ETFs | 20.31 K | 8.9% | 889 | 0 | 889 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
226,977
Holdings
149
QoQ value change ($000)
7,061
(3.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.