Beaton Management Co.
Beaton Management Co. reported 157 stocks worth $245K in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are NVDA (4.8%), AAPL (3.5%) and TD (3.5%). Compared with Q1 2026, the fund opened new positions in HON, HONA and MRVL, added to NVDA, TD and JPM, trimmed AAPL, LLY and AMZN and sold out of DD, ABT and CRM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $12K | 4.8% | 59K | +100 (+0%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $9K | 3.5% | 30K | −175 (−1%) | 8 of 8 | |
| 3 |  TD Toronto Dominion BK Ont | $9K | 3.5% | 70K | +9,161 (+15%) | 8 of 8 | |
| 4 |  JPM Jpmorgan Chase & Co. | $7K | 2.9% | 22K | +143 (+1%) | 8 of 8 | |
| 5 |  LLY Eli Lilly & Co | $7K | 2.9% | 5,856 | −30 (−1%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $6K | 2.6% | 27K | −100 (−0%) | 8 of 8 | |
| 7 |  CAT Caterpillar Inc | $6K | 2.5% | 5,815 | +82 (+1%) | 8 of 8 | |
| 8 |  MSFT Microsoft Corp | $6K | 2.4% | 16K | −330 (−2%) | 8 of 8 | |
| 9 |  ORLY O Reilly Automotive Inc | $5K | 2.2% | 59K | No change | 8 of 8 | |
| 10 |  GOOGL Alphabet Inc | $5K | 2.2% | 15K | −200 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Beaton Management Co. 13F FAQ
What does Beaton Management Co. own?
Beaton Management Co. reported 157 stocks worth $245K in its 13F filing for Q2 2026, filed Aug 7, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Beaton Management Co. buy and sell in Q2 2026?
Compared with Q1 2026: 15 new positions, 26 added to, 46 trimmed and 4 sold out. New positions include HON, HONA and MRVL. It sold all of DD, ABT and CRM.
When will Beaton Management Co. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Beaton Management Co.'s portfolio worth?
The Q2 2026 filing reports $245K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.