Beese Fulmer Investment Management
Latest statistics and disclosures from Beese Fulmer Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, MA, AMZN, BRK.B, and represent 18.47% of Beese Fulmer Investment Management's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$11M), DELL (+$10M), UNH (+$9.5M), Corpay, ETN, AMZN, DHI, WMT, CRM, TFC.
- Started 8 new stock positions in RSP, Corpay, UBER, PHO, USMV, QUAL, GGG, DVA.
- Reduced shares in these 10 stocks: CVS (-$8.6M), FleetCor Technologies (-$6.3M), META (-$5.7M), KO, EMR, AAPL, MMM, LOW, PEP, GE.
- Sold out of its positions in CCNE, CHTR, DISH Network, FleetCor Technologies, F, LBRDK, USB, VTIP.
- Beese Fulmer Investment Management was a net buyer of stock by $11M.
- Beese Fulmer Investment Management has $1.1B in assets under management (AUM), dropping by 10.07%.
- Central Index Key (CIK): 0000911274
Tip: Access up to 7 years of quarterly data
Positions held by Beese Fulmer Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Beese Fulmer Investment Management
Beese Fulmer Investment Management holds 225 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corp Stock (MSFT) | 5.2 | $55M | 130k | 420.72 |
|
|
| Apple Stock (AAPL) | 5.1 | $54M | -2% | 315k | 171.48 |
|
| Mastercard Incorporated Cl A Stock (MA) | 3.1 | $33M | 69k | 481.57 |
|
|
| Amazon Stock (AMZN) | 2.8 | $30M | +4% | 167k | 180.38 |
|
| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 2.3 | $24M | 57k | 420.52 |
|
|
| Broadcom Stock (AVGO) | 2.2 | $23M | 18k | 1325.41 |
|
|
| Costco Wholesale Corporation Stock (COST) | 2.2 | $23M | +2% | 32k | 732.63 |
|
| Oreilly Automotive Stock (ORLY) | 2.2 | $23M | -2% | 21k | 1128.88 |
|
| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 2.0 | $21M | 139k | 150.93 |
|
|
| Novo-nordisk A S Adr (NVO) | 2.0 | $21M | 163k | 128.40 |
|
|
| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.9 | $21M | -2% | 136k | 152.26 |
|
| Merck & Co Stock (MRK) | 1.9 | $21M | 155k | 131.95 |
|
|
| Exxon Mobil Corp Stock (XOM) | 1.8 | $19M | 166k | 116.24 |
|
|
| Johnson & Johnson Stock (JNJ) | 1.8 | $19M | +2% | 121k | 158.19 |
|
| Procter & Gamble Company Stock (PG) | 1.8 | $19M | 118k | 162.25 |
|
|
| Jpmorgan Chase & Co Stock (JPM) | 1.7 | $18M | 91k | 200.30 |
|
|
| Tjx Cos Stock (TJX) | 1.6 | $17M | +4% | 166k | 101.42 |
|
| Rtx Corporation Stock (RTX) | 1.6 | $17M | 172k | 97.53 |
|
|
| Meta Platforms Inc Cl A Stock (META) | 1.5 | $16M | -26% | 34k | 485.58 |
|
| Disney Walt Stock (DIS) | 1.5 | $16M | 128k | 122.36 |
|
|
| Chevron Corp Stock (CVX) | 1.4 | $15M | +3% | 97k | 157.74 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 1.4 | $15M | +2% | 341k | 43.35 |
|
| Lowes Cos Stock (LOW) | 1.4 | $15M | -5% | 57k | 254.73 |
|
| Chubb Stock (CB) | 1.4 | $15M | 56k | 259.13 |
|
|
| Stryker Corporation Stock (SYK) | 1.4 | $15M | 41k | 357.87 |
|
|
| Mcdonalds Corp Stock (MCD) | 1.4 | $14M | 51k | 281.95 |
|
|
| Linde Stock (LIN) | 1.3 | $14M | 30k | 464.32 |
|
|
| Edwards Lifesciences Corp Stock (EW) | 1.3 | $13M | +3% | 141k | 95.56 |
|
| Intercontinental Exchange Stock (ICE) | 1.2 | $13M | 95k | 137.43 |
|
|
| Coca Cola Stock (KO) | 1.2 | $13M | -10% | 211k | 61.18 |
|
| Conocophillips Stock (COP) | 1.2 | $13M | +2% | 100k | 127.28 |
|
| Pepsico Stock (PEP) | 1.2 | $13M | -6% | 73k | 175.01 |
|
| Home Depot Stock (HD) | 1.2 | $13M | 33k | 383.60 |
|
|
| Cummins Stock (CMI) | 1.2 | $12M | 42k | 294.65 |
|
|
| Netflix Stock (NFLX) | 1.0 | $11M | +3502% | 18k | 607.33 |
|
| Abbott Labs Stock (ABT) | 1.0 | $11M | 95k | 113.66 |
|
|
| Union Pac Corp Stock (UNP) | 1.0 | $11M | +3% | 44k | 245.93 |
|
| Goldman Sachs Group Stock (GS) | 1.0 | $11M | 26k | 417.69 |
|
|
| Dell Technologies Inc Cl C Stock (DELL) | 1.0 | $11M | +2374% | 93k | 114.11 |
|
| Unitedhealth Group Stock (UNH) | 1.0 | $10M | +1262% | 21k | 494.70 |
|
| Emerson Elec Stock (EMR) | 0.9 | $9.7M | -11% | 85k | 113.42 |
|
| Philip Morris Intl Stock (PM) | 0.9 | $9.5M | +7% | 104k | 91.62 |
|
| Adobe Stock (ADBE) | 0.9 | $9.5M | +2% | 19k | 504.60 |
|
| Salesforce Stock (CRM) | 0.9 | $9.2M | +9% | 31k | 301.18 |
|
| Texas Instrs Stock (TXN) | 0.9 | $9.2M | +3% | 53k | 174.21 |
|
| Boeing Stock (BA) | 0.8 | $8.9M | +4% | 46k | 192.99 |
|
| D R Horton Stock (DHI) | 0.8 | $8.7M | +14% | 53k | 164.55 |
|
| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.8 | $8.1M | 104k | 77.31 |
|
|
| Hershey Stock (HSY) | 0.8 | $8.0M | -2% | 41k | 194.50 |
|
| Aon Plc Shs Cl A Stock (AON) | 0.7 | $7.9M | +10% | 24k | 333.72 |
|
| Becton Dickinson & Co Stock (BDX) | 0.7 | $7.4M | 30k | 247.45 |
|
|
| Eog Res Stock (EOG) | 0.6 | $6.7M | +9% | 53k | 127.84 |
|
| Abbvie Stock (ABBV) | 0.6 | $6.6M | -2% | 36k | 182.10 |
|
| Roper Technologies Stock (ROP) | 0.6 | $6.2M | 11k | 560.84 |
|
|
| Caterpillar Stock (CAT) | 0.6 | $6.1M | -4% | 17k | 366.42 |
|
| Northrop Grumman Corp Stock (NOC) | 0.5 | $5.1M | 11k | 478.66 |
|
|
| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.5 | $5.1M | 8.00 | 634440.00 |
|
|
| Farmers National Banc Corp Stock (FMNB) | 0.5 | $4.9M | -4% | 366k | 13.36 |
|
| Sherwin Williams Stock (SHW) | 0.4 | $4.8M | -8% | 14k | 347.33 |
|
| Eaton Corp Stock (ETN) | 0.4 | $4.6M | +39% | 15k | 312.68 |
|
| American Elec Pwr Stock (AEP) | 0.4 | $4.4M | +20% | 51k | 86.10 |
|
| Truist Finl Corp Stock (TFC) | 0.4 | $4.3M | +21% | 110k | 38.98 |
|
| Curtiss Wright Corp Stock (CW) | 0.4 | $3.9M | 15k | 255.94 |
|
|
| Deere & Co Stock (DE) | 0.4 | $3.8M | 9.4k | 410.76 |
|
|
| Rockwell Automation Stock (ROK) | 0.4 | $3.8M | 13k | 291.34 |
|
|
| Automatic Data Processing Stock (ADP) | 0.3 | $3.5M | -2% | 14k | 249.74 |
|
| American Express Stock (AXP) | 0.3 | $3.5M | 16k | 227.69 |
|
|
| Huntington Bancshares Stock (HBAN) | 0.3 | $3.3M | -3% | 239k | 13.95 |
|
| Nvidia Corporation Stock (NVDA) | 0.3 | $3.3M | 3.6k | 903.56 |
|
|
| Mckesson Corp Stock (MCK) | 0.3 | $3.2M | -3% | 5.9k | 536.85 |
|
| Schlumberger Ltd Com Stk Stock (SLB) | 0.3 | $3.0M | -2% | 55k | 54.81 |
|
| Trane Technologies Stock (TT) | 0.3 | $2.9M | 9.6k | 300.20 |
|
|
| Civista Bancshares Inc Com No Par Stock (CIVB) | 0.3 | $2.8M | -2% | 183k | 15.38 |
|
| Ge Aerospace Stock (GE) | 0.3 | $2.8M | -21% | 16k | 175.53 |
|
| Qualcomm Stock (QCOM) | 0.3 | $2.7M | 16k | 169.30 |
|
|
| Teledyne Technologies Stock (TDY) | 0.3 | $2.7M | 6.3k | 429.32 |
|
|
| Kemper Corp Stock (KMPR) | 0.2 | $2.5M | -5% | 41k | 61.92 |
|
| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.2 | $2.5M | +39% | 54k | 47.02 |
|
| Pioneer Nat Res Stock (PXD) | 0.2 | $2.5M | -15% | 9.5k | 262.50 |
|
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.2 | $2.5M | 4.8k | 523.07 |
|
|
| Air Prods & Chems Stock (APD) | 0.2 | $2.5M | 10k | 242.27 |
|
|
| Transdigm Group Stock (TDG) | 0.2 | $2.5M | -5% | 2.0k | 1231.60 |
|
| Markel Group Stock (MKL) | 0.2 | $2.4M | 1.6k | 1521.48 |
|
|
| Lamar Advertising Co New Cl A Reit (LAMR) | 0.2 | $2.3M | 19k | 119.41 |
|
|
| Fedex Corp Stock (FDX) | 0.2 | $2.3M | 7.8k | 289.74 |
|
|
| Csx Corp Stock (CSX) | 0.2 | $2.2M | 60k | 37.07 |
|
|
| Norfolk Southn Corp Stock (NSC) | 0.2 | $2.2M | 8.5k | 254.87 |
|
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.2 | $2.1M | 12k | 182.61 |
|
|
| Smucker J M Stock (SJM) | 0.2 | $2.1M | -8% | 16k | 125.87 |
|
| International Business Machs Stock (IBM) | 0.2 | $2.0M | 10k | 190.97 |
|
|
| Verizon Communications Stock (VZ) | 0.2 | $1.8M | -14% | 44k | 41.96 |
|
| Dominion Energy Stock (D) | 0.2 | $1.8M | -3% | 37k | 49.19 |
|
| Autodesk Stock (ADSK) | 0.2 | $1.7M | -25% | 6.6k | 260.42 |
|
| Pfizer Stock (PFE) | 0.2 | $1.7M | -9% | 60k | 27.75 |
|
| Vanguard Total Stock Market Etf Etf (VTI) | 0.2 | $1.6M | 6.3k | 259.92 |
|
|
| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.2 | $1.6M | 23k | 70.00 |
|
|
| Taiwan Semiconductor Mfg Adr (TSM) | 0.1 | $1.6M | -8% | 11k | 136.05 |
|
| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $1.5M | 4.8k | 320.59 |
|
|
| Loews Corp Stock (L) | 0.1 | $1.5M | 19k | 78.29 |
|
|
| Wells Fargo Stock (WFC) | 0.1 | $1.5M | -7% | 26k | 57.96 |
|
| Bristol-myers Squibb Stock (BMY) | 0.1 | $1.5M | -9% | 27k | 54.23 |
|
| Vanguard Small-cap Etf Etf (VB) | 0.1 | $1.4M | 6.2k | 228.59 |
|
|
| At&t Stock (T) | 0.1 | $1.4M | -6% | 80k | 17.60 |
|
| Corpay Stock | 0.1 | $1.4M | NEW | 4.5k | 308.54 |
|
| General Mls Stock (GIS) | 0.1 | $1.4M | -6% | 20k | 69.97 |
|
| Cisco Sys Stock (CSCO) | 0.1 | $1.4M | -14% | 28k | 49.91 |
|
| General Dynamics Corp Stock (GD) | 0.1 | $1.4M | -4% | 4.8k | 282.49 |
|
| Timken Stock (TKR) | 0.1 | $1.3M | 15k | 87.43 |
|
|
| Fifth Third Bancorp Stock (FITB) | 0.1 | $1.3M | -4% | 36k | 37.21 |
|
| Vanguard Ultra-short Bond Etf Etf (VUSB) | 0.1 | $1.3M | 27k | 49.55 |
|
|
| Shell Plc Spon Ads Adr (SHEL) | 0.1 | $1.3M | -2% | 20k | 67.04 |
|
| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $1.3M | 8.5k | 148.63 |
|
|
| Visa Inc Com Cl A Stock (V) | 0.1 | $1.2M | 4.4k | 279.10 |
|
|
| Axon Enterprise Stock (AXON) | 0.1 | $1.2M | +2% | 3.8k | 312.88 |
|
| Walmart Stock (WMT) | 0.1 | $1.2M | +200% | 20k | 60.17 |
|
| Carrier Global Corporation Stock (CARR) | 0.1 | $1.1M | 19k | 58.13 |
|
|
| Intel Corp Stock (INTC) | 0.1 | $1.1M | -4% | 25k | 44.17 |
|
| Amgen Stock (AMGN) | 0.1 | $1.1M | -3% | 3.7k | 284.32 |
|
| Eastern Bankshares Stock (EBC) | 0.1 | $933k | -5% | 68k | 13.78 |
|
| Morgan Stanley Stock (MS) | 0.1 | $914k | -10% | 9.7k | 94.16 |
|
| Altria Group Stock (MO) | 0.1 | $906k | 21k | 43.62 |
|
|
| Republic Svcs Stock (RSG) | 0.1 | $898k | 4.7k | 191.44 |
|
|
| Sensata Technologies Hldg Stock (ST) | 0.1 | $890k | -21% | 24k | 36.74 |
|
| Oracle Corp Stock (ORCL) | 0.1 | $885k | 7.0k | 125.60 |
|
|
| Spdr Gold Shares Etf (GLD) | 0.1 | $871k | -8% | 4.2k | 205.72 |
|
| Keycorp Stock (KEY) | 0.1 | $820k | 52k | 15.81 |
|
|
| Zoetis Inc Cl A Stock (ZTS) | 0.1 | $816k | 4.8k | 169.21 |
|
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $785k | -2% | 9.8k | 79.86 |
|
| Johnson Ctls Intl Stock (JCI) | 0.1 | $745k | 11k | 65.32 |
|
|
| Vanguard Value Etf Etf (VTV) | 0.1 | $740k | 4.5k | 162.86 |
|
|
| BP Adr (BP) | 0.1 | $695k | -5% | 18k | 37.68 |
|
| Synchrony Financial Stock (SYF) | 0.1 | $688k | 16k | 43.12 |
|
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $688k | +94% | 1.3k | 525.73 |
|
| Marathon Pete Corp Stock (MPC) | 0.1 | $682k | 3.4k | 201.50 |
|
|
| Ishares Russell Midcap Etf Etf (IWR) | 0.1 | $661k | 7.9k | 84.09 |
|
|
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $659k | -3% | 2.0k | 337.11 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $645k | +7% | 4.0k | 161.60 |
|
| Intuitive Surgical Stock (ISRG) | 0.1 | $622k | -4% | 1.6k | 399.09 |
|
| Tractor Supply Stock (TSCO) | 0.1 | $608k | -8% | 2.3k | 261.72 |
|
| Vanguard Growth Etf Etf (VUG) | 0.1 | $604k | +4% | 1.8k | 344.25 |
|
| Pimco Enhanced Short Maturity Active Exchange-traded Fund Pimco Enhanced Sh Etf (MINT) | 0.1 | $580k | 5.8k | 100.54 |
|
|
| Starbucks Corp Stock (SBUX) | 0.1 | $573k | -11% | 6.3k | 91.39 |
|
| Fs Bancorp Stock (FSBW) | 0.1 | $548k | 16k | 34.71 |
|
|
| Medtronic Stock (MDT) | 0.1 | $532k | -24% | 6.1k | 87.15 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $509k | 2.4k | 210.30 |
|
|
| Target Corp Stock (TGT) | 0.0 | $506k | -2% | 2.9k | 177.21 |
|
| Lockheed Martin Corp Stock (LMT) | 0.0 | $496k | 1.1k | 454.82 |
|
|
| Equity Lifestyle Pptys Reit (ELS) | 0.0 | $477k | 7.4k | 64.40 |
|
|
| Eli Lilly & Co Stock (LLY) | 0.0 | $454k | -14% | 584.00 | 777.96 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $453k | -95% | 5.7k | 79.76 |
|
| Ge Healthcare Technologies Stock (GEHC) | 0.0 | $451k | 5.0k | 90.91 |
|
|
| Sound Finl Bancorp Stock (SFBC) | 0.0 | $445k | 11k | 40.17 |
|
|
| Richmond Mut Bancorporation Stock (RMBI) | 0.0 | $437k | 39k | 11.12 |
|
|
| Williams Cos Stock (WMB) | 0.0 | $432k | 11k | 38.97 |
|
|
| Ponce Financial Group Stock (PDLB) | 0.0 | $432k | 49k | 8.90 |
|
|
| Nextera Energy Stock (NEE) | 0.0 | $427k | -25% | 6.7k | 63.91 |
|
| Duke Energy Corp Stock (DUK) | 0.0 | $427k | -8% | 4.4k | 96.71 |
|
| Parker-hannifin Corp Stock (PH) | 0.0 | $424k | +10% | 763.00 | 555.50 |
|
| Cardinal Health Stock (CAH) | 0.0 | $416k | 3.7k | 111.90 |
|
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.0 | $413k | -11% | 931.00 | 444.01 |
|
| Paypal Hldgs Stock (PYPL) | 0.0 | $411k | -10% | 6.1k | 66.99 |
|
| Kinder Morgan Inc Del Stock (KMI) | 0.0 | $410k | -7% | 22k | 18.34 |
|
| Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST) | 0.0 | $409k | -2% | 8.1k | 50.45 |
|
| Permian Basin Rty Tr Unit Ben Int Stock (PBT) | 0.0 | $405k | -9% | 34k | 12.07 |
|
| Tesla Stock (TSLA) | 0.0 | $403k | +30% | 2.3k | 175.79 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.0 | $402k | +16% | 9.6k | 41.77 |
|
| Moodys Corp Stock (MCO) | 0.0 | $393k | 1.0k | 393.03 |
|
|
| Kenvue Stock (KVUE) | 0.0 | $366k | -6% | 17k | 21.46 |
|
| Goldman Sachs Access Ultra Short Bond Etf Etf (GSST) | 0.0 | $362k | -4% | 7.2k | 50.36 |
|
| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.0 | $359k | -24% | 41k | 8.73 |
|
| Servicenow Stock (NOW) | 0.0 | $359k | +8% | 471.00 | 762.40 |
|
| Rpm Intl Stock (RPM) | 0.0 | $356k | -7% | 3.0k | 118.95 |
|
| Metallus Stock (MTUS) | 0.0 | $355k | -24% | 16k | 22.25 |
|
| 3m Company Stock (MMM) | 0.0 | $355k | -73% | 3.4k | 106.07 |
|
| Cincinnati Finl Corp Stock (CINF) | 0.0 | $349k | -3% | 2.8k | 124.17 |
|
| Waste Mgmt Inc Del Stock (WM) | 0.0 | $349k | -13% | 1.6k | 213.15 |
|
| Firstenergy Corp Stock (FE) | 0.0 | $348k | -9% | 9.0k | 38.62 |
|
| Honeywell International Stock (HON) | 0.0 | $346k | 1.7k | 205.25 |
|
|
| Liberty Global Ltd Com Cl C Stock (LBTYK) | 0.0 | $344k | -11% | 20k | 17.64 |
|
| Vanguard Short-term Bond Etf Etf (BSV) | 0.0 | $338k | 4.4k | 76.67 |
|
|
| Fox Corp Cl A Stock (FOXA) | 0.0 | $328k | -18% | 11k | 31.27 |
|
| Unilever Adr (UL) | 0.0 | $328k | 6.5k | 50.19 |
|
|
| Essa Bancorp Stock (ESSA) | 0.0 | $312k | -14% | 17k | 18.23 |
|
| Southern Stock (SO) | 0.0 | $304k | -5% | 4.2k | 71.74 |
|
| Aflac Stock (AFL) | 0.0 | $302k | 3.5k | 85.86 |
|
|
| Ishares S&p 100 Etf Etf (OEF) | 0.0 | $299k | 1.2k | 247.41 |
|
|
| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.0 | $296k | NEW | 1.8k | 164.35 |
|
| Chipotle Mexican Grill Stock (CMG) | 0.0 | $294k | 101.00 | 2906.77 |
|
|
| Berkshire Hills Bancorp Stock (BHLB) | 0.0 | $291k | 13k | 22.92 |
|
|
| Capital One Finl Corp Stock (COF) | 0.0 | $287k | 1.9k | 148.89 |
|
|
| Bank America Corp Stock (BAC) | 0.0 | $281k | 7.4k | 37.92 |
|
|
| Millicom Intl Cellular S A Com Stk Stock (TIGO) | 0.0 | $278k | -2% | 14k | 20.23 |
|
| Thermo Fisher Scientific Stock (TMO) | 0.0 | $270k | 465.00 | 581.21 |
|
|
| Flexshares Quality Dividend Index Fund Flexshares Quality Dividend Index Fu Etf (QDF) | 0.0 | $270k | 4.1k | 65.91 |
|
|
| Enterprise Bancorp Inc Mass Stock (EBTC) | 0.0 | $269k | 10k | 25.97 |
|
|
| Phillips 66 Stock (PSX) | 0.0 | $268k | 1.6k | 163.34 |
|
|
| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.0 | $267k | 4.6k | 58.06 |
|
|
| Brookline Bancorp Inc Del Stock (BRKL) | 0.0 | $263k | 26k | 9.96 |
|
|
| Mercadolibre Stock (MELI) | 0.0 | $260k | -7% | 172.00 | 1511.96 |
|
| Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) | 0.0 | $251k | 4.9k | 50.74 |
|
|
| Hilltop Holdings Stock (HTH) | 0.0 | $242k | 7.7k | 31.32 |
|
|
| Davita Stock (DVA) | 0.0 | $242k | NEW | 1.8k | 138.05 |
|
| Spdr S&p Dividend Etf Etf (SDY) | 0.0 | $236k | -6% | 1.8k | 131.24 |
|
| Suncor Energy Stock (SU) | 0.0 | $231k | 6.3k | 36.91 |
|
|
| Lauder Estee Cos Inc Cl A Stock (EL) | 0.0 | $231k | -4% | 1.5k | 154.15 |
|
| Cme Group Stock (CME) | 0.0 | $230k | 1.1k | 215.29 |
|
|
| Citizens Cmnty Bancorp Inc Md Stock (CZWI) | 0.0 | $228k | 19k | 12.15 |
|
|
| Industrial Select Sector Spdr Fund Etf (XLI) | 0.0 | $222k | 1.8k | 125.96 |
|
|
| Nucor Corp Stock (NUE) | 0.0 | $218k | -15% | 1.1k | 197.90 |
|
| Wec Energy Group Stock (WEC) | 0.0 | $216k | 2.6k | 82.12 |
|
|
| Columbia Finl Stock (CLBK) | 0.0 | $215k | -2% | 13k | 17.21 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $214k | 617.00 | 346.61 |
|
|
| Graco Stock (GGG) | 0.0 | $212k | NEW | 2.3k | 93.46 |
|
| Hometrust Bancshares Stock (HTBI) | 0.0 | $211k | 7.7k | 27.34 |
|
|
| American Wtr Wks Stock (AWK) | 0.0 | $207k | 1.7k | 122.21 |
|
|
| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.0 | $204k | NEW | 2.4k | 83.58 |
|
| Uber Technologies Stock (UBER) | 0.0 | $204k | NEW | 2.6k | 76.99 |
|
| American Airlines Group Inc 6.5 07/01/2025 Convertible | 0.0 | $203k | 175k | 1.16 |
|
|
| Invesco Water Resources Etf Etf (PHO) | 0.0 | $202k | NEW | 3.0k | 66.57 |
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.0 | $201k | NEW | 1.2k | 169.37 |
|
| Harborone Bancorp Stock (HONE) | 0.0 | $191k | 18k | 10.66 |
|
|
| Banc Of California Stock (BANC) | 0.0 | $155k | 10k | 15.21 |
|
|
| Bogota Finl Corp Stock (BSBK) | 0.0 | $138k | 20k | 7.08 |
|
|
| Western New Eng Bancorp Stock (WNEB) | 0.0 | $92k | 12k | 7.67 |
|
|
| Ameriserv Finl Stock (ASRV) | 0.0 | $29k | 11k | 2.60 |
|
Past Filings by Beese Fulmer Investment Management
SEC 13F filings are viewable for Beese Fulmer Investment Management going back to 2012
- Beese Fulmer Investment Management 2024 Q1 filed April 8, 2024
- Beese Fulmer Investment Management 2023 Q4 filed Jan. 9, 2024
- Beese Fulmer Investment Management 2023 Q3 filed Oct. 10, 2023
- Beese Fulmer Investment Management 2023 Q2 filed July 11, 2023
- Beese Fulmer Investment Management 2023 Q1 filed April 11, 2023
- Beese Fulmer Investment Management 2022 Q4 filed Jan. 17, 2023
- Beese Fulmer Investment Management 2022 Q3 filed Oct. 6, 2022
- Beese Fulmer Investment Management 2022 Q2 filed July 11, 2022
- Beese Fulmer Investment Management 2022 Q1 filed April 12, 2022
- Beese Fulmer Investment Management 2021 Q4 filed Jan. 10, 2022
- Beese Fulmer Investment Management 2021 Q3 filed Oct. 8, 2021
- Beese Fulmer Investment Management 2021 Q2 filed July 8, 2021
- Beese Fulmer Investment Management 2021 Q1 filed April 23, 2021
- Beese Fulmer Investment Management 2020 Q4 filed Jan. 20, 2021
- Beese Fulmer Investment Management 2020 Q3 filed Oct. 8, 2020
- Beese Fulmer Investment Management 2020 Q2 filed July 17, 2020