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  Name: Beaton Management Co. Inc.
  City: HAVERHILL
  State: MA
  Zip: 01830
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $183,685,000
  Total Value Change : $16,631,000
  Securities Held Change : 4
   
All Securities Held : 136
  New Positions : 4
  Closed Positions : 0
  Increased Positions : 39
  Unchanged Positions : 54
  Decreased Positions : 39

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MRNA)1 Year Chart         MRNA Moderna, Inc. 108 New $0.00 $325,000 3,050 0.18% 325,000 3,050 0.001    N/A
   (NFLX)1 Year Chart         NFLX Netflix Inc 128 New $610.52 $227,000 373 0.12% 227,000 373 0    Music & Video Stores
   (XHB)1 Year Chart         XHB SPDR S&P Homebuilders 131 New $107.02 $212,000 1,900 0.12% 212,000 1,900 0.001    Closed - End Fund - E...
   (KKR)1 Year Chart         KKR KKR Financial Holdings LLC 132 New $104.15 $211,000 2,100 0.11% 211,000 2,100 0.001    Asset Management

      4 Records Found
  1    
Page 1 of 1
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