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Beaton Management Co. Inc. - Portfolio Stock Holdings

Beaton Management Co. Inc. disclosed 162 stock positions in a recent SEC 13F filing. $247,474,526 of stock holdings were filed, with the largest holdings including NVDA, AAPL, and TD. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $445,694,434 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

162

Est. Stock Holding Value:

$247,474,526

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Beaton Management Co. Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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