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, GOOGL, AMZN, and represent 19.92% of Beese Fulmer Investment Management's stock portfolio.
- Added to shares of these 10 stocks: BSX (+$21M), NFLX (+$17M), MU (+$15M), COST (+$14M), XOM (+$13M), META (+$12M), CB (+$9.7M), PM (+$9.7M), MCD (+$9.0M), TDG (+$8.9M).
- Started 125 new stock positions in CLF, TEAM, VRSN, ABNB, MNST, F, DKNG, ALNY, EXEL, O.
- Reduced shares in these 10 stocks: MRK (-$13M), ADBE (-$7.8M), BAH (-$6.6M), IR (-$6.5M), IBDQ, EBC, GOOG, PH, UL, AMGN.
- Sold out of its positions in AWK, ETHW, CME, DD, EBC, GABC, INTU, IBDQ, KKR, K. MSTR, SOLV, UBER, UL, ST.
- Beese Fulmer Investment Management was a net buyer of stock by $168M.
- Beese Fulmer Investment Management has $1.5B in assets under management (AUM), dropping by 6.17%.
- Central Index Key (CIK): 0000911274
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Portfolio Holdings for Beese Fulmer Investment Management
Beese Fulmer Investment Management holds 395 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.7 | $88M | +2% | 324k | 271.86 |
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| Microsoft Corporation (MSFT) | 4.5 | $69M | 143k | 483.62 |
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| Broadcom (AVGO) | 3.8 | $58M | 168k | 346.10 |
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| Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL) | 3.1 | $48M | 154k | 313.00 |
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| Amazon (AMZN) | 2.8 | $43M | +2% | 186k | 230.82 |
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| Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG) | 2.6 | $40M | 128k | 313.80 |
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| Mastercard Incorporated Cl A Cl A (MA) | 2.5 | $38M | 67k | 570.88 |
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| Raytheon Technologies Corp (RTX) | 2.1 | $33M | 178k | 183.40 |
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| Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B) | 2.1 | $32M | 63k | 502.65 |
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| JPMorgan Chase & Co. (JPM) | 2.0 | $30M | 94k | 322.22 |
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| Johnson & Johnson (JNJ) | 1.9 | $29M | 139k | 206.95 |
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| TJX Companies (TJX) | 1.8 | $27M | 176k | 153.61 |
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| O'reilly Automotive (ORLY) | 1.8 | $27M | 297k | 91.21 |
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| Costco Wholesale Corporation (COST) | 1.8 | $27M | +104% | 63k | 431.17 |
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| Exxon Mobil Corporation (XOM) | 1.6 | $25M | +106% | 415k | 60.17 |
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| Meta Platforms Inc Cl A Cl A (META) | 1.6 | $24M | +106% | 72k | 330.04 |
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| Cummins (CMI) | 1.5 | $23M | 44k | 510.45 |
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| Goldman Sachs (GS) | 1.5 | $22M | 26k | 878.99 |
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| Dell Technologies Inc Cl C CL C (DELL) | 1.4 | $22M | 176k | 125.88 |
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| Kla Corp Com New (KLAC) | 1.4 | $22M | 18k | 1215.10 |
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| Boston Scientific Corporation (BSX) | 1.4 | $21M | +4839% | 222k | 95.35 |
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| Arista Networks Com Shs (ANET) | 1.3 | $20M | +2% | 150k | 131.03 |
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| Netflix (NFLX) | 1.3 | $19M | +935% | 206k | 93.76 |
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| Philip Morris International (PM) | 1.2 | $19M | +104% | 235k | 80.93 |
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| Chubb (CB) | 1.2 | $19M | +105% | 121k | 156.54 |
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| Procter & Gamble Company (PG) | 1.1 | $18M | 122k | 143.31 |
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| salesforce (CRM) | 1.1 | $18M | 66k | 265.33 |
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| Vanguard Short-term Corporate Bond Etf Shrt Trm Corp Bd (VCSH) | 1.1 | $18M | +15% | 219k | 79.73 |
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| McDonald's Corporation (MCD) | 1.1 | $17M | +108% | 113k | 152.82 |
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| Eaton Corp SHS (ETN) | 1.1 | $17M | +3% | 52k | 318.51 |
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| Intercontinental Exchange (ICE) | 1.1 | $16M | +2% | 101k | 161.96 |
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| Stryker Corporation (SYK) | 1.0 | $16M | +3% | 46k | 352.35 |
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| Walt Disney Company (DIS) | 1.0 | $16M | +103% | 270k | 57.26 |
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| Chevron Corporation (CVX) | 1.0 | $15M | 100k | 152.41 |
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| Micron Technology (MU) | 1.0 | $15M | NEW | 51k | 285.52 |
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| Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW) | 0.9 | $14M | 116k | 123.26 |
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| Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) | 0.9 | $14M | 65k | 212.07 |
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| Abbott Laboratories (ABT) | 0.9 | $14M | +2% | 110k | 125.29 |
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| Edwards Lifesciences (EW) | 0.9 | $14M | +3% | 159k | 85.25 |
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| Linde SHS (LIN) | 0.9 | $14M | +2% | 32k | 426.39 |
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| Coca-Cola Company (KO) | 0.8 | $12M | 172k | 69.91 |
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| TransDigm Group Incorporated (TDG) | 0.8 | $12M | +296% | 8.9k | 1329.87 |
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| Home Depot (HD) | 0.7 | $11M | +2% | 33k | 344.10 |
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| Union Pacific Corporation (UNP) | 0.7 | $11M | 48k | 231.32 |
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| Aon Plc Shs Cl A Shs Cl A (AON) | 0.7 | $10M | +5% | 30k | 352.88 |
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| ConocoPhillips (COP) | 0.6 | $9.7M | 104k | 93.61 |
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| Pepsi (PEP) | 0.6 | $9.7M | +3% | 67k | 144.90 |
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| D.R. Horton (DHI) | 0.6 | $9.7M | +3% | 67k | 144.03 |
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| Caterpillar (CAT) | 0.6 | $9.4M | 17k | 572.87 |
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| Lowe's Companies (LOW) | 0.6 | $9.4M | -3% | 39k | 241.16 |
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| Abbvie (ABBV) | 0.5 | $8.4M | -3% | 37k | 228.49 |
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| Curtiss-Wright (CW) | 0.5 | $7.7M | +2% | 14k | 551.27 |
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| Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR) | 0.4 | $6.8M | 56k | 120.18 |
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| Hershey Company (HSY) | 0.4 | $6.7M | +89% | 74k | 90.99 |
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| EOG Resources (EOG) | 0.4 | $6.1M | 58k | 105.01 |
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| Northrop Grumman Corporation (NOC) | 0.4 | $6.1M | -3% | 11k | 570.19 |
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| Berkshire Hathaway Inc Del Cl A Cl A (BRK.A) | 0.4 | $6.0M | 8.00 | 754800.00 |
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| Eli Lilly & Co. (LLY) | 0.4 | $5.9M | +13% | 5.5k | 1074.65 |
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| Metropcs Communications (TMUS) | 0.4 | $5.9M | -5% | 29k | 203.04 |
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| State Str Spdr S&p 500 Etf Tr Tr Unit Tr Unit (SPY) | 0.4 | $5.8M | +3% | 8.5k | 683.90 |
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| Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) | 0.4 | $5.7M | 86k | 66.00 |
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| Ge Aerospace Com New (GE) | 0.4 | $5.5M | +13% | 18k | 308.40 |
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| NVIDIA Corporation (NVDA) | 0.4 | $5.5M | 29k | 186.50 |
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| American Express Company (AXP) | 0.3 | $5.1M | -6% | 14k | 369.95 |
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| Rockwell Automation (ROK) | 0.3 | $5.1M | 13k | 389.07 |
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| Farmers Natl Banc Corp (FMNB) | 0.3 | $5.0M | +11% | 374k | 13.32 |
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| Huntington Bancshares Incorporated (HBAN) | 0.3 | $4.9M | +101% | 558k | 8.75 |
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| Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP) | 0.3 | $4.5M | +2% | 24k | 191.56 |
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| McKesson Corporation (MCK) | 0.3 | $4.4M | 5.4k | 821.09 |
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| Deere & Company (DE) | 0.3 | $4.3M | -7% | 9.3k | 465.57 |
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| Freeport-mcmoran Inc Cl B CL B (FCX) | 0.3 | $4.1M | +6% | 80k | 50.79 |
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| Wal-Mart Stores (WMT) | 0.3 | $3.9M | +27% | 35k | 111.62 |
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| Sherwin-Williams Company (SHW) | 0.3 | $3.9M | +99% | 24k | 162.02 |
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| Trane Technologies SHS (TT) | 0.2 | $3.7M | -4% | 9.6k | 389.22 |
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| Ishares Ibonds Dec 2026 Term Corporate Etf Ibonds Dec2026 (IBDR) | 0.2 | $3.7M | +3% | 152k | 24.23 |
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| Ishares Ibonds Dec 2028 Term Corporate Etf Ibds Dec28 Etf (IBDT) | 0.2 | $3.7M | +6% | 144k | 25.45 |
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| Ishares Ibonds Dec 2027 Term Corporate Etf Ibonds 27 Etf (IBDS) | 0.2 | $3.6M | +5% | 150k | 24.28 |
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| Civista Bancshares Inc Com No Par Com No Par (CIVB) | 0.2 | $3.6M | 163k | 22.22 |
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| Automatic Data Processing (ADP) | 0.2 | $3.6M | -8% | 14k | 259.06 |
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| Vanguard Dividend Appreciation Etf Div App Etf (VIG) | 0.2 | $3.6M | 17k | 218.18 |
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| Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA) | 0.2 | $3.5M | 39k | 89.46 |
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| Merck & Co (MRK) | 0.2 | $3.5M | -78% | 33k | 106.09 |
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| Comcast Corp New Cl A Cl A (CMCSA) | 0.2 | $3.4M | -3% | 113k | 29.89 |
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| International Business Machines (IBM) | 0.2 | $3.2M | -5% | 11k | 296.22 |
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| Emerson Electric (EMR) | 0.2 | $3.2M | 24k | 132.72 |
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| Markel Corporation (MKL) | 0.2 | $3.1M | -2% | 1.5k | 2149.65 |
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| Teledyne Technologies Incorporated (TDY) | 0.2 | $3.1M | 6.1k | 510.73 |
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| Ishares Floating Rate Bond Etf Fltg Rate Nt Etf (FLOT) | 0.2 | $3.1M | -6% | 61k | 50.86 |
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| Qualcomm (QCOM) | 0.2 | $3.1M | 18k | 171.05 |
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| Ge Vernova (GEV) | 0.2 | $3.0M | +9% | 4.5k | 653.58 |
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| Ishares Ibonds Dec 2029 Term Corporate Etf Ibonds Dec 29 (IBDU) | 0.2 | $2.9M | +14% | 123k | 23.41 |
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| Norfolk Southern (NSC) | 0.2 | $2.7M | -7% | 9.5k | 288.72 |
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| Axon Enterprise (AXON) | 0.2 | $2.6M | +12% | 4.6k | 567.93 |
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| FedEx Corporation (FDX) | 0.2 | $2.6M | +11% | 8.9k | 290.25 |
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| Air Products & Chemicals (APD) | 0.2 | $2.5M | -4% | 9.9k | 247.02 |
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| Lamar Advertising Co Cl A Cl A (LAMR) | 0.2 | $2.4M | -2% | 19k | 126.58 |
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| Spdr Gold Shares Gold Shs (GLD) | 0.2 | $2.4M | 6.1k | 396.31 |
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| Ishares Ibonds Dec 2030 Term Corporate Etf Ibonds Dec 2030 (IBDV) | 0.2 | $2.4M | +146% | 110k | 22.07 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $2.3M | -2% | 7.7k | 304.68 |
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| Pfizer (PFE) | 0.2 | $2.3M | +9% | 93k | 24.90 |
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| Applovin Corp Com Cl A Com Cl A (APP) | 0.1 | $2.2M | +63% | 3.2k | 673.82 |
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| Vanguard Total Stock Market Etf Total Stk Mkt (VTI) | 0.1 | $2.1M | 6.4k | 335.27 |
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| General Dynamics Corporation (GD) | 0.1 | $2.1M | +21% | 6.3k | 336.66 |
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| Crowdstrike Hldgs Inc Cl A Cl A (CRWD) | 0.1 | $2.1M | 4.5k | 468.76 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.0M | -11% | 22k | 93.20 |
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| Boeing Company (BA) | 0.1 | $2.0M | +97% | 18k | 108.56 |
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| Loews Corporation (L) | 0.1 | $2.0M | -3% | 19k | 105.31 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.9M | +51% | 36k | 53.94 |
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| At&t (T) | 0.1 | $1.9M | +91% | 153k | 12.42 |
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| Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) | 0.1 | $1.9M | +4% | 2.8k | 684.99 |
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| CSX Corporation (CSX) | 0.1 | $1.9M | -10% | 52k | 36.25 |
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| Ishares Ibonds Dec 2031 Term Corporate Etf Ibonds Dec 2031 (IBDW) | 0.1 | $1.7M | NEW | 80k | 21.15 |
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| American Electric Power Company (AEP) | 0.1 | $1.6M | -11% | 14k | 115.31 |
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| Slb Limited Com Stk Com Stk (SLB) | 0.1 | $1.6M | -12% | 41k | 38.70 |
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| Shell Plc Spon Ads Spon Ads (SHEL) | 0.1 | $1.5M | +111% | 42k | 36.74 |
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| Timken Company (TKR) | 0.1 | $1.5M | +6% | 18k | 84.13 |
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| Fifth Third Ban (FITB) | 0.1 | $1.5M | -11% | 32k | 47.25 |
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| State Street Spdr Bloomberg 1-3 Month T-bill Etf State Street Spd (BIL) | 0.1 | $1.5M | +88% | 16k | 91.38 |
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| Oracle Corporation (ORCL) | 0.1 | $1.5M | +5% | 7.6k | 194.90 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.5M | -5% | 8.3k | 177.53 |
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| Key (KEY) | 0.1 | $1.4M | +14% | 69k | 20.64 |
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| Becton, Dickinson and (BDX) | 0.1 | $1.4M | 7.2k | 194.06 |
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| Vanguard Value Etf Value Etf (VTV) | 0.1 | $1.4M | +29% | 7.3k | 188.35 |
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| Visa Inc Com Cl A Com Cl A (V) | 0.1 | $1.4M | -24% | 3.9k | 350.70 |
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| Dominion Resources (D) | 0.1 | $1.4M | +39% | 47k | 29.30 |
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| Kemper Corp Del (KMPR) | 0.1 | $1.3M | -3% | 33k | 40.54 |
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| Phillips 66 (PSX) | 0.1 | $1.3M | +55% | 10k | 129.04 |
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| PNC Financial Services (PNC) | 0.1 | $1.3M | +14% | 6.2k | 208.74 |
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| Cisco Systems (CSCO) | 0.1 | $1.3M | -18% | 17k | 77.03 |
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| Vanguard Ultra-short Bond Etf Vanguard Ultra (VUSB) | 0.1 | $1.3M | 26k | 49.84 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.3M | +18% | 2.2k | 566.36 |
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| Smucker J M Com New (SJM) | 0.1 | $1.3M | -7% | 13k | 97.81 |
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| Verizon Communications (VZ) | 0.1 | $1.2M | -23% | 29k | 40.73 |
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| Synchrony Financial (SYF) | 0.1 | $1.2M | -5% | 14k | 83.43 |
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| Carrier Global Corporation (CARR) | 0.1 | $1.2M | +11% | 22k | 52.84 |
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| United Parcel Svcs Inc Cl B CL B (UPS) | 0.1 | $1.2M | +32% | 12k | 99.19 |
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| Mondelez Intl Inc Cl A Cl A (MDLZ) | 0.1 | $1.2M | +92% | 43k | 27.17 |
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| Altria (MO) | 0.1 | $1.2M | 20k | 58.72 |
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| Corpay Com Shs (CPAY) | 0.1 | $1.1M | -3% | 3.8k | 300.93 |
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| Capital One Financial (COF) | 0.1 | $1.1M | +118% | 4.7k | 242.36 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $1.1M | -16% | 9.4k | 120.22 |
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| Vanguard High Dividend Yield Index Etf High Div Yld (VYM) | 0.1 | $1.1M | -2% | 7.7k | 143.52 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.1M | 6.5k | 162.62 |
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| Vanguard Small-cap Etf Small Cp Etf (VB) | 0.1 | $1.1M | -2% | 4.1k | 257.92 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.0M | +55% | 2.2k | 483.77 |
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| Amgen (AMGN) | 0.1 | $1.0M | -30% | 3.2k | 327.34 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.0M | +82% | 12k | 86.75 |
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| Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) | 0.1 | $995k | +227% | 1.6k | 627.25 |
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| Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) | 0.1 | $954k | 2.0k | 473.41 |
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| Invesco Qqq Trust Series I Unit Ser 1 (QQQ) | 0.1 | $953k | +64% | 1.6k | 614.31 |
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| Honeywell International (HON) | 0.1 | $940k | +2% | 4.8k | 195.10 |
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| Kinder Morgan (KMI) | 0.1 | $931k | +17% | 34k | 27.49 |
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| Warner Bros Discovery Inc Com Ser A Com Ser A (WBD) | 0.1 | $922k | +99% | 64k | 14.41 |
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| Palo Alto Networks (PANW) | 0.1 | $917k | +33% | 5.0k | 184.20 |
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| Ishares Msci Eafe Etf Msci Eafe Etf (EFA) | 0.1 | $892k | +2% | 9.3k | 96.03 |
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| Tesla Motors (TSLA) | 0.1 | $883k | -9% | 2.0k | 449.72 |
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| Truist Financial Corp equities (TFC) | 0.1 | $860k | 18k | 49.21 |
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| Vanguard Mid-cap Etf Mid Cap Etf (VO) | 0.1 | $815k | +12% | 2.8k | 290.18 |
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| General Mills (GIS) | 0.1 | $802k | +18% | 17k | 46.50 |
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| Ishares Russell Midcap Etf Rus Mid Cap Etf (IWR) | 0.1 | $790k | 8.2k | 96.27 |
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| 3M Company (MMM) | 0.1 | $770k | +12% | 4.8k | 160.11 |
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| AFLAC Incorporated (AFL) | 0.0 | $766k | 6.9k | 110.27 |
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| Intel Corporation (INTC) | 0.0 | $764k | 21k | 36.90 |
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| Vanguard Growth Etf Growth Etf (VUG) | 0.0 | $760k | 1.6k | 487.78 |
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| Ishares Gold Trust Ishares New (IAU) | 0.0 | $712k | -4% | 8.8k | 81.17 |
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| Jpmorgan Ultra-short Municipal Income Etf Ultra Sht Muncpl (JMST) | 0.0 | $686k | +12% | 13k | 51.05 |
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| Airbnb Inc Com Cl A Com Cl A (ABNB) | 0.0 | $672k | NEW | 5.0k | 135.72 |
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| Newmont Mining Corporation (NEM) | 0.0 | $670k | NEW | 6.7k | 99.85 |
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| Williams Companies (WMB) | 0.0 | $667k | -17% | 11k | 60.11 |
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| Autodesk (ADSK) | 0.0 | $666k | -5% | 2.2k | 296.01 |
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| Vanguard Large-cap Etf Large Cap Etf (VV) | 0.0 | $665k | +63% | 2.1k | 314.83 |
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| Ponce Financial Group Common Stock (PDLB) | 0.0 | $663k | -2% | 41k | 16.35 |
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| Atlassian Corporation Cl A Cl A (TEAM) | 0.0 | $661k | NEW | 4.1k | 162.14 |
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| Cardinal Health (CAH) | 0.0 | $660k | 3.2k | 205.50 |
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| Millicom Intl Cellular S A Com Stk Com Stk (TIGO) | 0.0 | $655k | 12k | 55.44 |
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| Roper Industries (ROP) | 0.0 | $654k | +31% | 1.5k | 445.17 |
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| Centene Corporation (CNC) | 0.0 | $649k | NEW | 16k | 41.15 |
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| UnitedHealth (UNH) | 0.0 | $649k | +31% | 2.0k | 330.16 |
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| PG&E Corporation (PCG) | 0.0 | $639k | NEW | 40k | 16.12 |
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| Booz Allen Hamilton Hldg Corp Cl A Cl A (BAH) | 0.0 | $635k | -91% | 7.5k | 84.36 |
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| Servicenow (NOW) | 0.0 | $630k | +870% | 4.1k | 153.19 |
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| Bank of America Corporation (BAC) | 0.0 | $628k | +15% | 11k | 55.00 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $615k | +11% | 1.1k | 580.13 |
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| RPM International (RPM) | 0.0 | $613k | 5.9k | 104.01 |
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| Fox Corp Cl A Cl A Com (FOXA) | 0.0 | $596k | -9% | 8.2k | 73.07 |
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| Sprott Asset Management Lp Physical Gold An Physical Gold An (CEF) | 0.0 | $590k | 13k | 45.80 |
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| Comfort Systems USA (FIX) | 0.0 | $579k | NEW | 620.00 | 933.29 |
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| Republic Services (RSG) | 0.0 | $575k | -40% | 2.7k | 211.93 |
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| Permian Resources Corp Class A Class A Com (PR) | 0.0 | $571k | +39% | 41k | 14.03 |
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| BP Sponsored Adr (BP) | 0.0 | $557k | +15% | 16k | 34.73 |
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| Permian Basin Rty Tr Unit Ben Int Unit Ben Int (PBT) | 0.0 | $542k | 32k | 16.98 |
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| Targa Res Corp (TRGP) | 0.0 | $529k | NEW | 2.9k | 184.50 |
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| Edison International (EIX) | 0.0 | $528k | NEW | 8.8k | 60.02 |
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| CNB Financial Corporation (CCNE) | 0.0 | $519k | -9% | 20k | 26.17 |
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| Accenture Plc Ireland Shs Class A Shs Class A (ACN) | 0.0 | $519k | +56% | 1.9k | 268.30 |
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| Invesco Water Resources Etf Water Res Etf (PHO) | 0.0 | $500k | 7.1k | 70.41 |
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| Zoetis Inc Cl A Cl A (ZTS) | 0.0 | $495k | +7% | 3.9k | 125.83 |
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| Paypal Holdings (PYPL) | 0.0 | $490k | +64% | 8.4k | 58.38 |
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| Verisign (VRSN) | 0.0 | $488k | NEW | 2.0k | 242.95 |
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| Xcel Energy (XEL) | 0.0 | $486k | NEW | 6.6k | 73.85 |
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| Dave & Buster's Entertainmnt (PLAY) | 0.0 | $484k | +90% | 30k | 16.21 |
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| Roblox Corp Cl A Cl A (RBLX) | 0.0 | $481k | NEW | 5.9k | 81.03 |
|
| Richmond Mut Bancorporatin I (RMBI) | 0.0 | $481k | 34k | 14.04 |
|
|
| Independent Bank (INDB) | 0.0 | $474k | -10% | 6.4k | 73.67 |
|
| Vaneck Gold Miners Etf Gold Miners Etf (GDX) | 0.0 | $473k | 5.5k | 85.77 |
|
|
| State Street Energy Select Sector Spdr Etf State Street Ene (XLE) | 0.0 | $471k | +102% | 11k | 44.71 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $464k | -56% | 527.00 | 879.72 |
|
| MercadoLibre (MELI) | 0.0 | $461k | +2% | 229.00 | 2014.26 |
|
| Medpace Hldgs (MEDP) | 0.0 | $458k | NEW | 816.00 | 561.65 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $458k | -6% | 2.8k | 164.25 |
|
| Ishares Russell 2000 Etf Russell 2000 Etf (IWM) | 0.0 | $452k | 1.8k | 246.16 |
|
|
| Unilever Spon Adr New | 0.0 | $451k | NEW | 6.9k | 65.40 |
|
| Henry Schein (HSIC) | 0.0 | $446k | +55% | 5.9k | 75.58 |
|
| Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL) | 0.0 | $435k | 2.2k | 198.66 |
|
|
| Palantir Technologies Inc Cl A Cl A (PLTR) | 0.0 | $430k | NEW | 2.4k | 177.75 |
|
| State Street Industrial Select Sector Spdr Etf State Street Ind (XLI) | 0.0 | $427k | 2.8k | 155.12 |
|
|
| Elastic N V Ord Ord Shs (ESTC) | 0.0 | $426k | NEW | 5.7k | 75.44 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $426k | -18% | 3.6k | 117.22 |
|
| Waste Management (WM) | 0.0 | $424k | -5% | 1.9k | 219.73 |
|
| Las Vegas Sands (LVS) | 0.0 | $421k | NEW | 6.5k | 65.09 |
|
| Pimco Enhanced Short Maturity Active Exchange-traded Fund Enhan Shrt Ma Ac (MINT) | 0.0 | $419k | -2% | 4.2k | 100.70 |
|
| Danaher Corporation (DHR) | 0.0 | $418k | NEW | 1.8k | 229.19 |
|
| Gilead Sciences (GILD) | 0.0 | $417k | +3% | 3.4k | 122.73 |
|
| Ishares S&p 100 Etf S&p 100 Etf (OEF) | 0.0 | $415k | 1.2k | 342.97 |
|
|
| Hp (HPQ) | 0.0 | $412k | NEW | 18k | 22.45 |
|
| Zoom Communications Inc Cl A Cl A (ZM) | 0.0 | $410k | NEW | 4.7k | 86.29 |
|
| Southern Company (SO) | 0.0 | $408k | -5% | 4.7k | 87.21 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $407k | NEW | 2.2k | 185.59 |
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $406k | NEW | 2.1k | 194.34 |
|
| Nutanix Inc Cl A Cl A (NTNX) | 0.0 | $404k | NEW | 7.8k | 51.69 |
|
| Hyatt Hotels Corp Com Cl A Com Cl A (H) | 0.0 | $404k | NEW | 2.5k | 160.32 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $403k | NEW | 522.00 | 771.87 |
|
| Biogen Idec (BIIB) | 0.0 | $400k | NEW | 2.3k | 175.99 |
|
| Us Bancorp Del Com New (USB) | 0.0 | $400k | +62% | 7.4k | 53.88 |
|
| MetLife (MET) | 0.0 | $398k | +68% | 5.0k | 78.94 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $397k | -95% | 1.1k | 349.99 |
|
| Exelon Corporation (EXC) | 0.0 | $395k | NEW | 9.1k | 43.59 |
|
| Topbuild (BLD) | 0.0 | $394k | NEW | 944.00 | 417.19 |
|
| Progressive Corporation (PGR) | 0.0 | $393k | NEW | 1.7k | 227.74 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $392k | +93% | 11k | 37.00 |
|
| Monster Beverage Corp (MNST) | 0.0 | $391k | NEW | 5.1k | 76.67 |
|
| Technipfmc (FTI) | 0.0 | $386k | NEW | 8.7k | 44.56 |
|
| Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO) | 0.0 | $386k | -5% | 7.2k | 53.76 |
|
| Echostar Corp Cl A Cl A (SATS) | 0.0 | $380k | 3.5k | 108.70 |
|
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $374k | NEW | 6.3k | 59.43 |
|
| Medtronic SHS (MDT) | 0.0 | $372k | -3% | 3.8k | 96.78 |
|
| Target Corporation (TGT) | 0.0 | $370k | +16% | 3.8k | 97.75 |
|
| Booking Holdings (BKNG) | 0.0 | $364k | NEW | 68.00 | 5355.32 |
|
| Illinois Tool Works (ITW) | 0.0 | $359k | +3% | 1.4k | 247.88 |
|
| Textron (TXT) | 0.0 | $359k | NEW | 4.1k | 87.18 |
|
| Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG) | 0.0 | $359k | +3% | 5.3k | 67.21 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $357k | 2.6k | 137.87 |
|
|
| Vistra Energy (VST) | 0.0 | $357k | NEW | 2.2k | 161.33 |
|
| HEICO Corporation (HEI) | 0.0 | $353k | NEW | 1.1k | 323.59 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $353k | NEW | 888.00 | 397.65 |
|
| Hubspot (HUBS) | 0.0 | $348k | NEW | 868.00 | 401.30 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $345k | NEW | 4.9k | 70.12 |
|
| Manhattan Bridge Capital (LOAN) | 0.0 | $343k | +200% | 343k | 1.00 |
|
| M&T Bank Corporation (MTB) | 0.0 | $341k | -3% | 1.7k | 201.48 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $339k | NEW | 3.9k | 87.35 |
|
| Exelixis (EXEL) | 0.0 | $339k | NEW | 7.7k | 43.83 |
|
| Western Digital (WDC) | 0.0 | $337k | NEW | 2.0k | 172.27 |
|
| Corning Incorporated (GLW) | 0.0 | $336k | +2% | 3.8k | 87.56 |
|
| Citizens Community Ban (CZWI) | 0.0 | $335k | 19k | 17.82 |
|
|
| Fs Ban (FSBW) | 0.0 | $334k | -40% | 8.1k | 41.17 |
|
| Prologis (PLD) | 0.0 | $331k | NEW | 2.6k | 127.66 |
|
| Flexshares Quality Dividend Index Fund Qualt Divd Idx (QDF) | 0.0 | $331k | 4.1k | 80.81 |
|
|
| Equinix (EQIX) | 0.0 | $329k | NEW | 430.00 | 766.16 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $328k | NEW | 976.00 | 336.47 |
|
| Steris Plc Shs Usd Shs Usd (STE) | 0.0 | $323k | NEW | 1.3k | 253.52 |
|
| Citizens Financial (CFG) | 0.0 | $322k | NEW | 5.5k | 58.41 |
|
| Ishares Core Dividend Growth Etf Core Div Grwth (DGRO) | 0.0 | $321k | 4.6k | 69.43 |
|
|
| Shift4 Pmts Inc Cl A Cl A (FOUR) | 0.0 | $318k | NEW | 5.1k | 62.97 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $318k | NEW | 2.1k | 154.14 |
|
| Starbucks Corporation (SBUX) | 0.0 | $317k | -26% | 3.8k | 84.21 |
|
| Comerica Incorporated (CMA) | 0.0 | $317k | NEW | 3.6k | 86.93 |
|
| Wingstop (WING) | 0.0 | $312k | NEW | 1.3k | 238.49 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $307k | -9% | 508.00 | 605.01 |
|
| Tractor Supply Company (TSCO) | 0.0 | $307k | -16% | 6.1k | 50.01 |
|
| Arch Cap Group Ltd Ord Ord (ACGL) | 0.0 | $307k | NEW | 3.2k | 95.92 |
|
| Twilio Inc Cl A Cl A (TWLO) | 0.0 | $306k | NEW | 2.2k | 142.24 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $305k | NEW | 1.4k | 219.36 |
|
| Ge Healthcare Technologies Common Stock (GEHC) | 0.0 | $304k | -8% | 3.7k | 82.02 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $304k | NEW | 624.00 | 487.25 |
|
| Timkensteel (MTUS) | 0.0 | $303k | 18k | 17.16 |
|
|
| Best Buy (BBY) | 0.0 | $302k | NEW | 4.5k | 67.90 |
|
| Gartner (IT) | 0.0 | $301k | NEW | 1.2k | 252.28 |
|
| Darden Restaurants (DRI) | 0.0 | $300k | +36% | 1.6k | 184.02 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $300k | NEW | 1.2k | 250.88 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $300k | -9% | 3.8k | 79.36 |
|
| State Street Spdr S&p Dividend Etf State Street Spd (SDY) | 0.0 | $299k | +2% | 2.1k | 139.15 |
|
| Wec Energy Group (WEC) | 0.0 | $297k | -7% | 2.8k | 105.46 |
|
| Nextera Energy (NEE) | 0.0 | $297k | -40% | 3.7k | 80.28 |
|
| Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT) | 0.0 | $295k | -6% | 2.0k | 148.72 |
|
| Vanguard Short-term Bond Etf Short Trm Bond (BSV) | 0.0 | $294k | NEW | 3.7k | 78.80 |
|
| Moody's Corporation (MCO) | 0.0 | $287k | -45% | 562.00 | 510.85 |
|
| Chewy Inc Cl A Cl A (CHWY) | 0.0 | $287k | NEW | 8.7k | 33.05 |
|
| Emcor (EME) | 0.0 | $286k | NEW | 468.00 | 611.79 |
|
| Vanguard Short-term Inflation-protected Securities Etf Strm Infproidx (VTIP) | 0.0 | $286k | +38% | 5.8k | 49.46 |
|
| Iqvia Holdings (IQV) | 0.0 | $282k | NEW | 1.3k | 225.41 |
|
| Berkshire Hills Ban (BBT) | 0.0 | $282k | -43% | 11k | 26.37 |
|
| Hldgs (UAL) | 0.0 | $281k | NEW | 2.5k | 111.82 |
|
| Block Inc Cl A Cl A (XYZ) | 0.0 | $280k | NEW | 4.3k | 65.09 |
|
| Invesco Biotechnology & Genome Etf Biotechnology (PBE) | 0.0 | $279k | 3.4k | 82.15 |
|
|
| Avis Budget (CAR) | 0.0 | $278k | NEW | 2.2k | 128.32 |
|
| Stifel Financial (SF) | 0.0 | $278k | NEW | 2.2k | 125.22 |
|
| Citigroup Com New (C) | 0.0 | $277k | NEW | 2.4k | 116.69 |
|
| Enbridge (ENB) | 0.0 | $275k | +6% | 5.8k | 47.83 |
|
| Illumina (ILMN) | 0.0 | $275k | NEW | 2.1k | 131.16 |
|
| Suncor Energy (SU) | 0.0 | $275k | 6.2k | 44.36 |
|
|
| Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA) | 0.0 | $274k | 4.4k | 62.48 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $272k | +13% | 3.4k | 79.01 |
|
| Draftkings Inc New Com Cl A Com Cl A (DKNG) | 0.0 | $271k | NEW | 7.9k | 34.46 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $270k | NEW | 298.00 | 906.36 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $270k | NEW | 1.9k | 141.83 |
|
| State Street Utilities Select Sector Spdr Etf State Street Uti (XLU) | 0.0 | $268k | +97% | 6.3k | 42.69 |
|
| Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA) | 0.0 | $266k | 552.00 | 481.64 |
|
|
| FirstEnergy (FE) | 0.0 | $265k | -45% | 5.9k | 44.77 |
|
| Applied Materials (AMAT) | 0.0 | $265k | 1.0k | 256.99 |
|
|
| Ishares Global 100 Etf Global 100 Etf (IOO) | 0.0 | $264k | 2.1k | 126.67 |
|
|
| MarketAxess Holdings (MKTX) | 0.0 | $264k | NEW | 1.5k | 181.25 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $261k | NEW | 1.1k | 240.45 |
|
| Masimo Corporation (MASI) | 0.0 | $260k | NEW | 2.0k | 130.06 |
|
| First Business Financial Services (FBIZ) | 0.0 | $260k | 4.8k | 54.30 |
|
|
| Nucor Corporation (NUE) | 0.0 | $259k | -10% | 1.6k | 163.15 |
|
| Crown Castle Intl (CCI) | 0.0 | $259k | NEW | 2.9k | 88.86 |
|
| Brown & Brown (BRO) | 0.0 | $258k | NEW | 3.2k | 79.70 |
|
| Viking Holdings Ltd Ord Ord Shs (VIK) | 0.0 | $258k | NEW | 3.6k | 71.41 |
|
| American Tower Reit (AMT) | 0.0 | $257k | NEW | 1.5k | 177.27 |
|
| Bio-techne Corporation (TECH) | 0.0 | $254k | NEW | 4.3k | 58.81 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $254k | 2.5k | 102.15 |
|
|
| Anthem (ELV) | 0.0 | $248k | -14% | 708.00 | 350.55 |
|
| Ameriprise Financial (AMP) | 0.0 | $248k | NEW | 505.00 | 490.34 |
|
| Super Micro Computer Com New (SMCI) | 0.0 | $247k | NEW | 8.4k | 29.27 |
|
| Reinsurance Grp Of America Com New (RGA) | 0.0 | $247k | NEW | 1.2k | 203.46 |
|
| Kenvue (KVUE) | 0.0 | $247k | 14k | 17.25 |
|
|
| Dollar General (DG) | 0.0 | $246k | NEW | 1.8k | 132.77 |
|
| Match Group (MTCH) | 0.0 | $245k | NEW | 7.6k | 32.29 |
|
| EQT Corporation (EQT) | 0.0 | $245k | -37% | 4.6k | 53.60 |
|
| Hometrust Bancshares (HTB) | 0.0 | $244k | 5.7k | 42.94 |
|
|
| Blackrock (BLK) | 0.0 | $243k | NEW | 227.00 | 1070.24 |
|
| Equity Lifestyle Properties (ELS) | 0.0 | $240k | -50% | 3.9k | 61.56 |
|
| Doordash Inc Cl A Cl A (DASH) | 0.0 | $240k | NEW | 1.1k | 226.48 |
|
| Sealed Air (SEE) | 0.0 | $239k | NEW | 5.8k | 41.43 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $239k | +32% | 4.8k | 49.65 |
|
| Orrstown Financial Services (ORRF) | 0.0 | $239k | 6.7k | 35.42 |
|
|
| Manhattan Associates (MANH) | 0.0 | $238k | NEW | 1.4k | 173.31 |
|
| Jefferies Finl Group (JEF) | 0.0 | $236k | NEW | 3.8k | 61.97 |
|
| Fortinet (FTNT) | 0.0 | $233k | NEW | 2.9k | 79.41 |
|
| Choice Hotels International (CHH) | 0.0 | $233k | NEW | 2.4k | 95.26 |
|
| CenterPoint Energy (CNP) | 0.0 | $232k | +100% | 12k | 19.17 |
|
| Axis Cap Hldgs SHS (AXS) | 0.0 | $232k | NEW | 2.2k | 107.53 |
|
| AeroVironment (AVAV) | 0.0 | $231k | +11% | 954.00 | 241.89 |
|
| Ishares Ibonds Dec 2027 Term Treasury Etf Ibonds 27 Trm Ts (IBTH) | 0.0 | $231k | 10k | 22.47 |
|
|
| IDEXX Laboratories (IDXX) | 0.0 | $230k | NEW | 340.00 | 676.53 |
|
| Ishares Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV) | 0.0 | $230k | 2.4k | 94.16 |
|
|
| LKQ Corporation (LKQ) | 0.0 | $229k | NEW | 7.6k | 30.20 |
|
| Fidelity Wise Origin Bitcoin Fund SHS (FBTC) | 0.0 | $229k | -5% | 3.0k | 76.23 |
|
| Ishares Biotechnology Etf Ishares Biotech (IBB) | 0.0 | $228k | NEW | 1.4k | 168.77 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $224k | NEW | 3.0k | 75.32 |
|
| Mueller Industries (MLI) | 0.0 | $222k | NEW | 1.9k | 114.80 |
|
| Api Group Corp Com Stk Com Stk (APG) | 0.0 | $222k | NEW | 5.8k | 38.26 |
|
| Deckers Outdoor Corporation (DECK) | 0.0 | $221k | NEW | 2.1k | 103.67 |
|
| Range Resources (RRC) | 0.0 | $221k | NEW | 6.3k | 35.26 |
|
| Realty Income (O) | 0.0 | $220k | NEW | 3.9k | 56.30 |
|
| Dover Corporation (DOV) | 0.0 | $219k | NEW | 1.1k | 195.23 |
|
| Everest Re Group (EG) | 0.0 | $219k | NEW | 644.00 | 339.35 |
|
| Oneok (OKE) | 0.0 | $218k | -4% | 3.0k | 73.51 |
|
| Genpact SHS (G) | 0.0 | $218k | NEW | 4.7k | 46.78 |
|
| Proshares S&p 500 Dividend Aristocrats Etf S&p 500 Dv Arist (NOBL) | 0.0 | $217k | 2.1k | 104.08 |
|
|
| WesBan (WSBC) | 0.0 | $215k | NEW | 6.5k | 33.36 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $215k | NEW | 1.1k | 198.72 |
|
| Ingersoll Rand (IR) | 0.0 | $213k | -96% | 2.7k | 79.22 |
|
| Expedia Group Com New (EXPE) | 0.0 | $213k | NEW | 751.00 | 283.31 |
|
| Aramark Hldgs (ARMK) | 0.0 | $212k | NEW | 5.7k | 36.86 |
|
| Itt (ITT) | 0.0 | $210k | NEW | 1.2k | 173.51 |
|
| AutoZone (AZO) | 0.0 | $210k | 62.00 | 3391.50 |
|
|
| Jpmorgan Ultra-short Income Etf Ultra Shrt Etf (JPST) | 0.0 | $210k | NEW | 4.1k | 50.77 |
|
| Fortive (FTV) | 0.0 | $210k | NEW | 3.8k | 55.21 |
|
| Tetra Tech (TTEK) | 0.0 | $208k | NEW | 6.2k | 33.54 |
|
| Parsons Corporation (PSN) | 0.0 | $206k | NEW | 3.3k | 61.80 |
|
| Ishares Ethereum Trust Etf SHS (ETHA) | 0.0 | $205k | 9.1k | 22.43 |
|
|
| Crane Company Common Stock (CR) | 0.0 | $204k | NEW | 1.1k | 184.43 |
|
| Repligen Corporation (RGEN) | 0.0 | $202k | NEW | 1.2k | 163.86 |
|
| Cava Group Ord (CAVA) | 0.0 | $202k | NEW | 3.4k | 58.69 |
|
| Arrow Electronics (ARW) | 0.0 | $202k | NEW | 1.8k | 110.18 |
|
| Cleveland-cliffs (CLF) | 0.0 | $200k | NEW | 15k | 13.28 |
|
| Ford Motor Company (F) | 0.0 | $187k | NEW | 14k | 13.12 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $181k | NEW | 20k | 9.22 |
|
| Waterstone Financial (WSBF) | 0.0 | $166k | NEW | 10k | 16.55 |
|
| Adt (ADT) | 0.0 | $163k | NEW | 20k | 8.09 |
|
| Western New England Ban (WNEB) | 0.0 | $151k | 12k | 12.62 |
|
|
| Bogota Finl Corp (BSBK) | 0.0 | $130k | 15k | 8.45 |
|
|
| Newell Rubbermaid (NWL) | 0.0 | $75k | NEW | 20k | 3.72 |
|
| Clarivate Plc Ord Ord Shs (CLVT) | 0.0 | $44k | NEW | 13k | 3.34 |
|
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 Q4 filed Feb. 5, 2026
- 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