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Portfolio (Quarterly) Guide ↗

Beaton Management Co. Inc.

· CIK 0001714678
13F Portfolio $225M AUM 146 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 11 Added 26 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 Q QNITY ELECTRONICS INC Technology 4,989 $407K 0.18% SOLD
2 KKR KKR & CO INC CL A Financial Services 2,100 $268K 0.12% SOLD
3 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,755 $257K 0.11% SOLD
4 UNH UNITEDHEALTH GROUP INC Healthcare 700 $231K 0.10% SOLD
5 ADP AUTOMATIC DATA PROCESSNG Industrials 896 $230K 0.10% SOLD
Sector Allocation
Technology 17.3%
Financial Services 15.7%
Industrials 14.4%
Healthcare 13.7%
Consumer Defensive 10.1%
Consumer Cyclical 9.8%
Communication Services 8.3%
Energy 6.6%
Utilities 2.2%
Basic Materials 1.5%