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Home > Institutional Investor > Beaton Management Co. Inc. > Profile

Instuitional Investor - Beaton Management Co. Inc.

Fund Profile
Filing Period:
Fund Name: Beaton Management Co. Inc.
Portfolio Value $245,442
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 59,436 $11,893 4.85%
2.
Apple Inc.
 AAPL 29,632 $8,575 3.49%
3.
Toronto Dominion Bank Ont
 TD 70,456 $8,555 3.49%
4.
Jpmorgan Chase & Co
 JPM 21,704 $7,104 2.89%
5.
Eli Lilly & Co
 LLY 5,856 $7,024 2.86%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.