Beaton Management Co. Inc.
RIA/Wealth
Beaton Management Co. Inc. is a RIA/Wealth based in Haverhill, MA led by Terrence Arthur Beaton, reporting $394.4M in AUM as of Q3 2025 with NVDA as the largest holding (5% allocation).
PresidentTerrence Arthur Beaton
- Portfolio Value
- $217.7M
- Positions
- 138
- Top Holding
- NVDA at 5.17%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Beaton Management Co. Inc.'s portfolio (31.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $11.2M | 5.17% | -$93.3K Sold | 0.00% 60.3K shares | |
Software - Infrastructure Technology | $8.5M | 3.92% | -$23.3K Sold | 0.00% 16.5K shares | |
Consumer Electronics Technology | $7.7M | 3.56% | -$24.2K Sold | 0.00% 30.4K shares | |
Banks - Diversified Financial Services | $7.0M | 3.20% | +$31.5K Bought | 0.00% 22.1K shares | |
Internet Content & Information Communication Services | $6.8M | 3.11% | -$25.7K Sold | 0.00% 9.2K shares | |
Specialty Retail Consumer Cyclical | $6.4M | 2.94% | -$107.8K Sold | 0.01% 59.4K shares | |
Specialty Retail Consumer Cyclical | $6.0M | 2.75% | +$32.9K Bought | 0.00% 27.3K shares | |
Oil & Gas Integrated Energy | $4.9M | 2.26% | -$67.3K Sold | 0.00% 43.7K shares | |
Banks - Diversified Financial Services | $4.9M | 2.26% | -$586.2K Sold | 0.00% 61.5K shares | |
Drug Manufacturers - General Healthcare | $4.5M | 2.08% | +$15.3K Bought | 0.00% 5.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Beaton Management Co. Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+11.86% | |
+7.57% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-10.65% | |
-8.07% |
Analytics
Portfolio insights and performance metrics for Beaton Management Co. Inc.
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