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| Happy Holidays!! thanks for using AUM13F!! |
| Beaton Management Co Inc
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| CRD # | 104728 |
| SEC # | 801-22549 |
| CIK # | 0001714678 |
| AUM | $394.4 M (2025-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 978-372-3008 |
| Address | 150 Summer Street Haverhill, MA 01830-6032 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Deere & Co | 3.2 | ||
| Philip Morris International Inc | 3.1 | ||
| Honeywell International Inc | 3.0 | ||
| Walt Disney Co | 2.9 | ||
| United Technologies Corp /DE/ | 2.9 | ||
| Alphabet Inc | 2.8 | ||
| Thermo Fisher Scientific Inc | 2.8 | ||
| General Electric Co | 2.4 | ||
| Amphenol Corp /DE/ | 2.3 | ||
| Caterpillar Inc | 2.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 196.1 |
| (b) Individuals (high net worth individuals) | 9 | 99.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 6.5 |
| (h) Charitable organizations | 26 | 92.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 145 | 394.4 |
| By Discretionary | ||
| Discretionary | 140 | 381.6 |
| Non-Discretionary | 5 | 12.8 |
| Total | 145 | 394.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 394.4 | |
| Total | 145 | 394.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001714678] |
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|---|---|---|
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Morton Brown Family Wealth LLC
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PA | 0.4 |
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TN | 0.4 |
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CA | 0.4 |
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IL | 0.4 |
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Laurel Wealth Planning LLC
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Buttonwood Financial Advisors Inc
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MD | 0.4 |
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Spivak Asset Management LLC
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CT | 0.4 |
|
Pace Financial Advisors Inc
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Chaney Capital Management Inc
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