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Beese Fulmer Investment Management

Latest statistics and disclosures from Beese Fulmer Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, MSFT, AVGO, AMZN, MA, and represent 19.81% of Beese Fulmer Investment Management's stock portfolio.
Added to shares of these 10 stocks: VCSH, BRK.B, LLY, EW, HBAN, ETN, JNJ, TMUS, INDB, ANET.
Started 12 new stock positions in SATS, AMAT, ETHW, DD, BSX, ULTA, NOBL, AVAV, INDB, ETHA. SOLV, VTIP.
Reduced shares in these 10 stocks: AVGO, MRK, IR, NVDA, AAPL, ORLY, PFE, MA, EBTC, GS.
Sold out of its positions in American Airls Group, Brookline Ban, CHTR, DVA, EBTC, ESSA, GSST, HWM, NKE, PGR. SPGI, SFBC.
Beese Fulmer Investment Management was a net buyer of stock by $7.7M.
Beese Fulmer Investment Management has $1.4B in assets under management (AUM), dropping by 7.79%.
Central Index Key (CIK): 0000911274

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Portfolio Holdings for Beese Fulmer Investment Management

Beese Fulmer Investment Management holds 285 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	5.6	$81M		317k	254.63	View chart
Microsoft Corp Stock (MSFT)	5.0	$73M		141k	517.95	View chart
Broadcom Stock (AVGO)	3.8	$56M	-2%	168k	329.91	View chart
Amazon Stock (AMZN)	2.8	$40M		182k	219.57	View chart
Mastercard Incorporated Cl A Stock (MA)	2.6	$38M		66k	568.81	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	2.6	$37M		152k	243.10	View chart
Oreilly Automotive Stock (ORLY)	2.2	$32M		293k	107.81	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.2	$32M		130k	243.55	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.2	$32M	+6%	63k	502.74	View chart
Jpmorgan Chase & Co Stock (JPM)	2.0	$29M		93k	315.43	View chart
Rtx Corporation Stock (RTX)	2.0	$29M		175k	167.33	View chart
Costco Wholesale Corporation Stock (COST)	2.0	$28M		31k	925.64	View chart
Meta Platforms Inc Cl A Stock (META)	1.8	$26M		35k	734.39	View chart
Johnson & Johnson Stock (JNJ)	1.7	$25M	+3%	136k	185.42	View chart
Tjx Cos Stock (TJX)	1.7	$25M		173k	144.54	View chart
Dell Technologies Inc Cl C Stock (DELL)	1.7	$25M		175k	141.77	View chart
Netflix Stock (NFLX)	1.6	$24M		20k	1198.92	View chart
Exxon Mobil Corp Stock (XOM)	1.6	$23M		201k	112.75	View chart
Arista Networks Stock (ANET)	1.5	$21M	+2%	147k	145.71	View chart
Goldman Sachs Group Stock (GS)	1.4	$20M		25k	796.36	View chart
Kla Corp Stock (KLAC)	1.3	$19M		18k	1078.61	View chart
Procter & Gamble Company Stock (PG)	1.3	$19M		123k	153.65	View chart
Eaton Corp Stock (ETN)	1.3	$19M	+4%	50k	374.25	View chart
Philip Morris Intl Stock (PM)	1.3	$19M	+2%	115k	162.20	View chart
Cummins Stock (CMI)	1.3	$19M		44k	422.37	View chart
Intercontinental Exchange Stock (ICE)	1.1	$17M		99k	168.48	View chart
Chubb Stock (CB)	1.1	$17M		59k	282.25	View chart
Mcdonalds Corp Stock (MCD)	1.1	$17M	+2%	54k	303.89	View chart
Stryker Corporation Stock (SYK)	1.1	$16M		44k	369.67	View chart
Salesforce Stock (CRM)	1.1	$16M		67k	237.00	View chart
Chevron Corp Stock (CVX)	1.1	$16M		101k	155.29	View chart
Disney Walt Stock (DIS)	1.1	$15M		133k	114.50	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	1.0	$15M	+19%	189k	79.93	View chart
Linde Stock (LIN)	1.0	$15M		31k	475.00	View chart
Abbott Labs Stock (ABT)	1.0	$14M	+2%	107k	133.94	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	1.0	$14M		116k	120.72	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.9	$13M		65k	206.51	View chart
Merck & Co Stock (MRK)	0.9	$13M	-7%	155k	83.93	View chart
Home Depot Stock (HD)	0.9	$13M		32k	405.19	View chart
Edwards Lifesciences Corp Stock (EW)	0.8	$12M	+8%	153k	77.77	View chart
Coca Cola Stock (KO)	0.8	$12M	-2%	176k	66.32	View chart
Union Pac Corp Stock (UNP)	0.8	$11M		48k	236.37	View chart
D R Horton Stock (DHI)	0.8	$11M	-2%	65k	169.47	View chart
Lowes Cos Stock (LOW)	0.7	$10M		40k	251.31	View chart
Aon Plc Shs Cl A Stock (AON)	0.7	$10M	+4%	28k	356.59	View chart
Conocophillips Stock (COP)	0.7	$9.9M	+2%	105k	94.59	View chart
Pepsico Stock (PEP)	0.6	$9.1M		64k	140.44	View chart
Abbvie Stock (ABBV)	0.6	$8.8M		38k	231.54	View chart
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH)	0.6	$8.6M		86k	99.95	View chart
Adobe Stock (ADBE)	0.6	$8.3M		23k	352.75	View chart
Caterpillar Stock (CAT)	0.5	$8.0M	-2%	17k	477.16	View chart
Curtiss Wright Corp Stock (CW)	0.5	$7.4M		14k	542.94	View chart
T-mobile Us Stock (TMUS)	0.5	$7.3M	+9%	31k	239.38	View chart
Hershey Stock (HSY)	0.5	$7.3M		39k	187.05	View chart
Ingersoll Rand Stock (IR)	0.5	$7.0M	-12%	84k	82.62	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.5	$6.7M		57k	118.83	View chart
Northrop Grumman Corp Stock (NOC)	0.5	$6.7M		11k	609.33	View chart
Eog Res Stock (EOG)	0.4	$6.4M	+3%	57k	112.12	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.4	$6.0M		8.00	754200.00	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.4	$5.6M		86k	65.26	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.4	$5.5M		8.2k	666.18	View chart
Nvidia Corporation Stock (NVDA)	0.4	$5.4M	-8%	29k	186.58	View chart
American Express Stock (AXP)	0.3	$4.9M	-2%	15k	332.16	View chart
Farmers National Banc Corp Stock (FMNB)	0.3	$4.8M		335k	14.41	View chart
Huntington Bancshares Stock (HBAN)	0.3	$4.8M	+19%	276k	17.27	View chart
Ge Aerospace Stock (GE)	0.3	$4.8M		16k	300.82	View chart
Deere & Co Stock (DE)	0.3	$4.6M		10k	457.27	View chart
Rockwell Automation Stock (ROK)	0.3	$4.6M		13k	349.54	View chart
Automatic Data Processing Stock (ADP)	0.3	$4.5M		15k	293.51	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.3	$4.4M		23k	189.70	View chart
Trane Technologies Stock (TT)	0.3	$4.2M		10k	421.96	View chart
Sherwin Williams Stock (SHW)	0.3	$4.2M	-3%	12k	346.26	View chart
Mckesson Corp Stock (MCK)	0.3	$4.1M		5.3k	772.54	View chart
Eli Lilly & Co Stock (LLY)	0.3	$3.7M	+49%	4.9k	763.06	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.3	$3.7M		117k	31.42	View chart
Teledyne Technologies Stock (TDY)	0.2	$3.6M		6.1k	586.04	View chart
Ishares Ibonds Dec 2026 Term Corporate Etf Etf (IBDR)	0.2	$3.6M	+3%	147k	24.30	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.2	$3.5M	-5%	16k	215.80	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$3.5M		40k	87.31	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.2	$3.5M	+3%	143k	24.34	View chart
Ishares Ibonds Dec 2028 Term Corporate Etf Etf (IBDT)	0.2	$3.4M	+5%	135k	25.52	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Etf (IBDQ)	0.2	$3.4M		135k	25.19	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$3.4M		66k	51.08	View chart
Civista Bancshares Inc Com No Par Stock (CIVB)	0.2	$3.3M		164k	20.31	View chart
International Business Machs Stock (IBM)	0.2	$3.2M		11k	282.16	View chart
Emerson Elec Stock (EMR)	0.2	$3.1M		24k	131.18	View chart
Norfolk Southn Corp Stock (NSC)	0.2	$3.1M		10k	300.41	View chart
Qualcomm Stock (QCOM)	0.2	$3.0M	+6%	18k	166.36	View chart
Transdigm Group Stock (TDG)	0.2	$3.0M	+7%	2.3k	1317.80	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.2	$3.0M	+3%	75k	39.22	View chart
Axon Enterprise Stock (AXON)	0.2	$2.9M		4.1k	717.64	View chart
Markel Group Stock (MKL)	0.2	$2.9M		1.5k	1911.36	View chart
Walmart Stock (WMT)	0.2	$2.9M	+10%	28k	103.06	View chart
Air Prods & Chems Stock (APD)	0.2	$2.8M		10k	272.73	View chart
Ge Vernova Stock (GEV)	0.2	$2.5M		4.1k	614.91	View chart
Ishares Ibonds Dec 2029 Term Corporate Etf Etf (IBDU)	0.2	$2.5M	+11%	108k	23.47	View chart
Lamar Advertising Co New Cl A Reit (LAMR)	0.2	$2.4M		20k	122.42	View chart
At&t Stock (T)	0.2	$2.3M	-2%	80k	28.24	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.2	$2.2M	-8%	7.9k	279.28	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.2	$2.2M	-8%	4.4k	490.38	View chart
Pfizer Stock (PFE)	0.1	$2.2M	-15%	85k	25.48	View chart
Spdr Gold Shares Etf (GLD)	0.1	$2.2M		6.1k	355.47	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$2.1M		6.4k	328.14	View chart
Csx Corp Stock (CSX)	0.1	$2.1M	-5%	58k	35.51	View chart
Wells Fargo Stock (WFC)	0.1	$2.0M	-6%	24k	83.82	View chart
Dominion Energy Stock (D)	0.1	$2.0M	-3%	33k	61.17	View chart
Oracle Corp Stock (ORCL)	0.1	$2.0M	-3%	7.2k	281.22	View chart
Boeing Stock (BA)	0.1	$2.0M		9.2k	215.84	View chart
Loews Corp Stock (L)	0.1	$1.9M		19k	100.39	View chart
Fedex Corp Stock (FDX)	0.1	$1.9M		8.0k	235.82	View chart
American Elec Pwr Stock (AEP)	0.1	$1.8M	-3%	16k	112.50	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$1.8M		2.7k	669.37	View chart
Kemper Corp Stock (KMPR)	0.1	$1.8M		34k	51.55	View chart
General Dynamics Corp Stock (GD)	0.1	$1.8M		5.2k	341.00	View chart
Visa Inc Com Cl A Stock (V)	0.1	$1.8M		5.1k	341.36	View chart
Verizon Communications Stock (VZ)	0.1	$1.7M	-7%	38k	43.95	View chart
Slb Limited Com Stk Stock (SLB)	0.1	$1.6M		47k	34.37	View chart
Fifth Third Bancorp Stock (FITB)	0.1	$1.6M		36k	44.55	View chart
Smucker J M Stock (SJM)	0.1	$1.5M		14k	108.60	View chart
Shell Plc Spon Ads Adr (SHEL)	0.1	$1.4M		20k	71.53	View chart
Applovin Corp Com Cl A Stock (APP)	0.1	$1.4M	+47%	2.0k	718.54	View chart
Cisco Sys Stock (CSCO)	0.1	$1.4M		21k	68.42	View chart
Morgan Stanley Stock (MS)	0.1	$1.4M		8.8k	158.96	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$1.4M		22k	62.47	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$1.4M	-4%	7.2k	187.18	View chart
Altria Group Stock (MO)	0.1	$1.3M		20k	66.06	View chart
Amgen Stock (AMGN)	0.1	$1.3M		4.6k	282.19	View chart
Vanguard Ultra-short Bond Etf Etf (VUSB)	0.1	$1.3M		26k	49.99	View chart
Timken Stock (TKR)	0.1	$1.3M		17k	75.18	View chart
Marathon Pete Corp Stock (MPC)	0.1	$1.2M		6.4k	192.75	View chart
Johnson Ctls Intl Stock (JCI)	0.1	$1.2M	-2%	11k	109.95	View chart
Carrier Global Corporation Stock (CARR)	0.1	$1.2M		20k	59.70	View chart
Texas Instrs Stock (TXN)	0.1	$1.2M		6.4k	183.73	View chart
Corpay Stock (CPAY)	0.1	$1.1M	-2%	3.9k	288.06	View chart
Keycorp Stock (KEY)	0.1	$1.1M	+19%	61k	18.69	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$1.1M		7.9k	140.95	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$1.1M	+15%	5.4k	200.92	View chart
Synchrony Financial Stock (SYF)	0.1	$1.1M		15k	71.05	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$1.1M	-3%	24k	45.10	View chart
Vanguard Small-cap Etf Etf (VB)	0.1	$1.1M		4.2k	254.28	View chart
Vanguard Value Etf Etf (VTV)	0.1	$1.0M		5.6k	186.49	View chart
Republic Svcs Stock (RSG)	0.1	$1.0M		4.6k	229.48	View chart
Eastern Bankshares Stock (EBC)	0.1	$1.0M		57k	18.15	View chart
Honeywell International Stock (HON)	0.1	$986k	-5%	4.7k	210.51	View chart
Ishares Ibonds Dec 2030 Term Corporate Etf Etf (IBDV)	0.1	$985k	+58%	45k	22.15	View chart
Tesla Stock (TSLA)	0.1	$970k		2.2k	444.72	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$958k		2.0k	468.51	View chart
Parker-hannifin Corp Stock (PH)	0.1	$928k		1.2k	758.37	View chart
Phillips 66 Stock (PSX)	0.1	$879k		6.5k	136.02	View chart
Williams Cos Stock (WMB)	0.1	$847k		13k	63.35	View chart
Intuitive Surgical Stock (ISRG)	0.1	$846k		1.9k	447.23	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$842k	-13%	9.0k	93.37	View chart
Kinder Morgan Inc Del Stock (KMI)	0.1	$819k		29k	28.31	View chart
Truist Finl Corp Stock (TFC)	0.1	$815k		18k	45.72	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$794k	+54%	8.7k	91.75	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$793k	-6%	8.2k	96.55	View chart
Aflac Stock (AFL)	0.1	$772k	+43%	6.9k	111.70	View chart
Palo Alto Networks Stock (PANW)	0.1	$758k	+120%	3.7k	203.62	View chart
Autodesk Stock (ADSK)	0.1	$754k	-9%	2.4k	317.67	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$747k		1.6k	479.55	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$738k		8.8k	83.53	View chart
General Mls Stock (GIS)	0.1	$737k	-11%	15k	50.42	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$734k		2.5k	293.78	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$698k		1.4k	499.32	View chart
Intel Corp Stock (INTC)	0.0	$697k	-12%	21k	33.55	View chart
Rpm Intl Stock (RPM)	0.0	$681k		5.8k	117.87	View chart
Ishares Gold Trust Etf (IAU)	0.0	$670k	+14%	9.2k	72.77	View chart
3m Company Stock (MMM)	0.0	$665k		4.3k	155.19	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$628k	-3%	32k	19.53	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.0	$610k	+9%	12k	51.04	View chart
Ponce Financial Group Stock (PDLB)	0.0	$608k	-7%	41k	14.70	View chart
Permian Basin Rty Tr Unit Ben Int Stock (PBT)	0.0	$583k		32k	18.26	View chart
Millicom Intl Cellular S A Com Stk Stock (TIGO)	0.0	$573k		12k	48.54	View chart
Fox Corp Cl A Stock (FOXA)	0.0	$567k		9.0k	63.06	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.0	$566k		943.00	600.37	View chart
Roper Technologies Stock (ROP)	0.0	$558k		1.1k	498.75	View chart
Duke Energy Corp Stock (DUK)	0.0	$550k		4.4k	123.75	View chart
Fs Bancorp Stock (FSBW)	0.0	$542k	-5%	14k	39.92	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$537k	+2%	3.7k	146.31	View chart
Cnb Finl Corp Pa Stock (CCNE)	0.0	$529k	+132%	22k	24.20	View chart
Mercadolibre Stock (MELI)	0.0	$521k	+8%	223.00	2336.94	View chart
Unitedhealth Group Stock (UNH)	0.0	$515k	+10%	1.5k	345.40	View chart
Invesco Water Resources Etf Etf (PHO)	0.0	$512k		7.1k	72.11	View chart
Bank America Corp Stock (BAC)	0.0	$511k		9.9k	51.59	View chart
Cardinal Health Stock (CAH)	0.0	$505k		3.2k	156.96	View chart
Independent Bk Corp Mass Stock (INDB)	0.0	$496k	NEW	7.2k	69.17	View chart
Firstenergy Corp Stock (FE)	0.0	$495k		11k	45.82	View chart
Richmond Mut Bancorporation Stock (RMBI)	0.0	$492k		35k	14.21	View chart
Moodys Corp Stock (MCO)	0.0	$491k		1.0k	476.48	View chart
BP Adr (BP)	0.0	$479k		14k	34.46	View chart
Equity Lifestyle Pptys Reit (ELS)	0.0	$475k	-2%	7.8k	60.70	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$473k		3.0k	158.10	View chart
Nextera Energy Stock (NEE)	0.0	$472k	-13%	6.3k	75.49	View chart
Southern Stock (SO)	0.0	$468k		4.9k	94.78	View chart
Sprott Asset Management Lp Physical Gold An Cef (CEF)	0.0	$465k		13k	36.69	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$465k		5.2k	89.34	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$460k		949.00	485.19	View chart
Unilever Adr (UL)	0.0	$459k		7.7k	59.28	View chart
Capital One Finl Corp Stock (COF)	0.0	$454k		2.1k	212.58	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$450k		2.0k	220.80	View chart
Beacon Financial Corp Stock (BBT)	0.0	$448k	+61%	19k	23.71	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.0	$444k	-26%	1.8k	241.96	View chart
Boston Scientific Corp Stock (BSX)	0.0	$439k	NEW	4.5k	97.63	View chart
Starbucks Corp Stock (SBUX)	0.0	$431k		5.1k	84.60	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$429k	-10%	4.3k	100.69	View chart
German Amern Bancorp Stock (GABC)	0.0	$426k		11k	39.27	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.0	$425k		2.8k	154.23	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$425k		2.2k	194.50	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$422k		5.5k	76.40	View chart
Tractor Supply Stock (TSCO)	0.0	$416k	-6%	7.3k	56.87	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$409k		7.6k	54.18	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$403k		1.2k	332.84	View chart
Eqt Corp Stock (EQT)	0.0	$397k	+69%	7.3k	54.43	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$397k		1.3k	307.81	View chart
Servicenow Stock (NOW)	0.0	$390k	-10%	424.00	920.28	View chart
Strategy Inc Cl A Stock (MSTR)	0.0	$385k		1.2k	322.21	View chart
Medtronic Stock (MDT)	0.0	$381k		4.0k	95.24	View chart
Permian Resources Corp Class A Stock (PR)	0.0	$373k		29k	12.80	View chart
Cme Group Stock (CME)	0.0	$371k		1.4k	270.19	View chart
Illinois Tool Wks Stock (ITW)	0.0	$366k		1.4k	260.77	View chart
Gilead Sciences Stock (GILD)	0.0	$364k		3.3k	111.01	View chart
Kkr & Co Stock (KKR)	0.0	$360k		2.8k	129.95	View chart
Wec Energy Group Stock (WEC)	0.0	$350k	+2%	3.1k	114.59	View chart
M & T Bk Corp Stock (MTB)	0.0	$346k		1.8k	197.62	View chart
Paypal Hldgs Stock (PYPL)	0.0	$341k		5.1k	67.06	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$340k	-23%	5.2k	65.92	View chart
Novartis Adr (NVS)	0.0	$332k		2.6k	128.24	View chart
Flexshares Quality Dividend Index Fund Etf (QDF)	0.0	$325k		4.1k	79.40	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$317k		3.2k	99.81	View chart
Cvs Health Corp Stock (CVS)	0.0	$314k		4.2k	75.39	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$314k		4.6k	68.08	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$309k		2.5k	124.32	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$308k		2.1k	145.65	View chart
Ulta Beauty Stock (ULTA)	0.0	$307k	NEW	562.00	546.75	View chart
Corning Stock (GLW)	0.0	$307k	-18%	3.7k	82.02	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$306k	-7%	4.1k	75.11	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$305k		1.2k	246.58	View chart
Citizens Cmnty Bancorp Inc Md Stock (CZWI)	0.0	$302k		19k	16.07	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$297k	+11%	485.00	611.89	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$293k		2.1k	140.05	View chart
Target Corp Stock (TGT)	0.0	$292k	-7%	3.3k	89.71	View chart
Metallus Stock (MTUS)	0.0	$289k	-2%	18k	16.53	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.0	$284k	NEW	9.0k	31.51	View chart
Dave & Busters Entmt Stock (PLAY)	0.0	$284k		16k	18.16	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$276k		3.2k	87.20	View chart
Enbridge Stock (ENB)	0.0	$274k	+3%	5.4k	50.46	View chart
Uber Technologies Stock (UBER)	0.0	$272k		2.8k	97.97	View chart
Echostar Corp Cl A Stock (SATS)	0.0	$271k	NEW	3.6k	76.36	View chart
Aerovironment Stock (AVAV)	0.0	$270k	NEW	858.00	314.89	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$267k		825.00	323.12	View chart
Autozone Stock (AZO)	0.0	$266k		62.00	4290.24	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$263k		4.4k	59.92	View chart
Suncor Energy Stock (SU)	0.0	$259k	+5%	6.2k	41.81	View chart
Solventum Corp Stock (SOLV)	0.0	$259k	NEW	3.5k	73.00	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.0	$256k		552.00	463.36	View chart
Kellanova Stock (K)	0.0	$254k		3.1k	82.01	View chart
Henry Schein Stock (HSIC)	0.0	$252k	+21%	3.8k	66.37	View chart
Ishares Global 100 Etf Etf (IOO)	0.0	$250k		2.1k	120.01	View chart
Metlife Stock (MET)	0.0	$247k	-2%	3.0k	82.38	View chart
Bitwise Ethereum Etf Etf (ETHW)	0.0	$246k	NEW	8.3k	29.82	View chart
First Business Finl Svcs Inc W Stock (FBIZ)	0.0	$244k		4.8k	51.26	View chart
Nucor Corp Stock (NUE)	0.0	$242k	-9%	1.8k	135.45	View chart
Colgate Palmolive Stock (CL)	0.0	$242k		3.0k	79.94	View chart
Invesco Biotechnology & Genome Etf Etf (PBE)	0.0	$238k		3.4k	69.87	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$236k	-25%	3.6k	65.00	View chart
American Wtr Wks Stock (AWK)	0.0	$236k		1.7k	139.19	View chart
Kenvue Stock (KVUE)	0.0	$235k	-8%	14k	16.23	View chart
Centerpoint Energy Stock (CNP)	0.0	$235k		6.0k	38.80	View chart
Hometrust Bancshares Stock (HTB)	0.0	$233k	-16%	5.7k	40.94	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$232k		2.4k	95.14	View chart
Orrstown Finl Svcs Stock (ORRF)	0.0	$229k		6.7k	33.98	View chart
Darden Restaurants Stock (DRI)	0.0	$228k		1.2k	190.36	View chart
Intuit Stock (INTU)	0.0	$228k		334.00	682.96	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Etf (IBTH)	0.0	$228k	+11%	10k	22.52	View chart
Oneok Stock (OKE)	0.0	$227k	+9%	3.1k	72.97	View chart
Us Bancorp Del Stock (USB)	0.0	$221k	-2%	4.6k	48.33	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$215k	NEW	2.1k	103.08	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$214k	+2%	5.5k	39.19	View chart
Applied Matls Stock (AMAT)	0.0	$213k	NEW	1.0k	204.71	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.0	$212k	NEW	4.2k	50.63	View chart
Sensata Technologies Hldg Stock (ST)	0.0	$208k	-41%	6.8k	30.55	View chart
Dupont De Nemours Stock (DD)	0.0	$200k	NEW	2.6k	77.90	View chart
Western New Eng Bancorp Stock (WNEB)	0.0	$143k		12k	12.01	View chart
Bogota Finl Corp Stock (BSBK)	0.0	$140k		15k	9.10	View chart
Manhattan Brdg Cap Reit (LOAN)	0.0	$114k	-6%	114k	1.00	View chart

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 2025 Q3 filed Nov. 13, 2025
Beese Fulmer Investment Management 2025 Q2 filed Aug. 7, 2025
Beese Fulmer Investment Management 2025 Q1 filed April 8, 2025
Beese Fulmer Investment Management 2024 Q4 filed Jan. 28, 2025
Beese Fulmer Investment Management 2024 Q3 filed Oct. 22, 2024
Beese Fulmer Investment Management 2024 Q2 filed July 3, 2024
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

View all past filings

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