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, MA, AMZN, AVGO, and represent 19.48% of Beese Fulmer Investment Management's stock portfolio.
- Added to shares of these 10 stocks: AVGO (+$28M), KLAC (+$15M), SPY, VCSH, ETN, AMZN, IVV, DELL, NFLX, IR.
- Started 13 new stock positions in KLAC, ORRF, HTH, RSP, SPGI, IVW, CCNE, AVNT, K, ACN. FBIZ, PHO, UBER.
- Reduced shares in these 10 stocks: ROP (-$5.6M), BDX, AAPL, COST, EW, CMCSA, KO, PEP, VB, JPST.
- Sold out of its positions in JPST, PANW, VTIP.
- Beese Fulmer Investment Management was a net buyer of stock by $32M.
- Beese Fulmer Investment Management has $1.2B in assets under management (AUM), dropping by 5.97%.
- Central Index Key (CIK): 0000911274
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Portfolio Holdings for Beese Fulmer Investment Management
Beese Fulmer Investment Management holds 233 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 6.2 | $72M | 311k | 233.00 |
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| Microsoft Corp Stock (MSFT) | 4.9 | $57M | 132k | 430.30 |
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| Mastercard Incorporated Cl A Stock (MA) | 2.9 | $34M | 69k | 493.80 |
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| Amazon Stock (AMZN) | 2.8 | $33M | 176k | 186.33 |
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| Broadcom Stock (AVGO) | 2.7 | $31M | +915% | 179k | 172.50 |
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| Costco Wholesale Corporation Stock (COST) | 2.4 | $28M | 31k | 886.52 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 2.3 | $27M | 58k | 460.26 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 2.1 | $24M | 146k | 165.85 |
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| Oreilly Automotive Stock (ORLY) | 2.0 | $24M | 21k | 1151.60 |
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| Exxon Mobil Corp Stock (XOM) | 1.9 | $22M | 191k | 117.22 |
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| Alphabet Inc Cap Stk Cl C Stock (GOOG) | 1.9 | $22M | 133k | 167.19 |
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| Rtx Corporation Stock (RTX) | 1.8 | $21M | 175k | 121.16 |
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| Procter & Gamble Company Stock (PG) | 1.8 | $21M | 119k | 173.20 |
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| Johnson & Johnson Stock (JNJ) | 1.7 | $20M | 125k | 162.06 |
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| Tjx Cos Stock (TJX) | 1.7 | $20M | 169k | 117.54 |
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| Meta Platforms Inc Cl A Stock (META) | 1.7 | $20M | 35k | 572.44 |
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| Novo-nordisk A S Adr (NVO) | 1.7 | $20M | 164k | 119.07 |
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| Jpmorgan Chase & Co Stock (JPM) | 1.7 | $19M | 92k | 210.86 |
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| Merck & Co Stock (MRK) | 1.6 | $18M | 161k | 113.56 |
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| Salesforce Stock (CRM) | 1.5 | $18M | 64k | 273.71 |
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| Chubb Stock (CB) | 1.4 | $17M | 57k | 288.39 |
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| Mcdonalds Corp Stock (MCD) | 1.3 | $16M | 52k | 304.51 |
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| Intercontinental Exchange Stock (ICE) | 1.3 | $16M | 97k | 160.64 |
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| Stryker Corporation Stock (SYK) | 1.3 | $15M | 42k | 361.26 |
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| Kla Corp Stock (KLAC) | 1.3 | $15M | NEW | 19k | 774.41 |
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| Linde Stock (LIN) | 1.2 | $15M | 31k | 476.86 |
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| Netflix Stock (NFLX) | 1.2 | $14M | +2% | 20k | 709.27 |
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| Chevron Corp Stock (CVX) | 1.2 | $14M | 97k | 147.27 |
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| Cummins Stock (CMI) | 1.2 | $14M | 43k | 323.79 |
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| Coca Cola Stock (KO) | 1.2 | $14M | -3% | 189k | 71.86 |
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| Philip Morris Intl Stock (PM) | 1.2 | $13M | 111k | 121.40 |
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| Unitedhealth Group Stock (UNH) | 1.1 | $13M | 23k | 584.68 |
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| Eaton Corp Stock (ETN) | 1.1 | $13M | +5% | 40k | 331.44 |
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| Arista Networks Stock (ANET) | 1.1 | $13M | 34k | 383.82 |
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| Home Depot Stock (HD) | 1.1 | $13M | 31k | 405.19 |
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| Goldman Sachs Group Stock (GS) | 1.1 | $13M | 25k | 495.11 |
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| Comcast Corp New Cl A Stock (CMCSA) | 1.1 | $12M | -3% | 297k | 41.77 |
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| Disney Walt Stock (DIS) | 1.0 | $12M | 127k | 96.19 |
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| Dell Technologies Inc Cl C Stock (DELL) | 1.0 | $12M | +3% | 98k | 118.54 |
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| Pepsico Stock (PEP) | 1.0 | $12M | -3% | 68k | 170.05 |
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| Texas Instrs Stock (TXN) | 1.0 | $11M | 55k | 206.57 |
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| Union Pac Corp Stock (UNP) | 1.0 | $11M | 46k | 246.48 |
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| Lowes Cos Stock (LOW) | 0.9 | $11M | 40k | 270.85 |
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| Conocophillips Stock (COP) | 0.9 | $11M | 104k | 105.28 |
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| Abbott Labs Stock (ABT) | 0.9 | $11M | 95k | 114.01 |
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| D R Horton Stock (DHI) | 0.9 | $11M | -2% | 57k | 190.77 |
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| Adobe Stock (ADBE) | 0.9 | $10M | 20k | 517.78 |
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| Ingersoll Rand Stock (IR) | 0.8 | $9.3M | +3% | 95k | 98.16 |
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| Edwards Lifesciences Corp Stock (EW) | 0.8 | $9.2M | -5% | 140k | 65.99 |
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| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.8 | $9.2M | +8% | 116k | 79.42 |
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| Aon Plc Shs Cl A Stock (AON) | 0.8 | $8.7M | 25k | 345.99 |
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| Hershey Stock (HSY) | 0.7 | $8.0M | -2% | 42k | 191.78 |
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| Abbvie Stock (ABBV) | 0.6 | $7.0M | 35k | 197.48 |
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| Eog Res Stock (EOG) | 0.6 | $6.6M | 54k | 122.93 |
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| Caterpillar Stock (CAT) | 0.5 | $6.3M | 16k | 391.12 |
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| Northrop Grumman Corp Stock (NOC) | 0.5 | $5.6M | 11k | 528.07 |
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| Berkshire Hathaway Inc Del Cl A Stock (BRK.A) | 0.5 | $5.5M | 8.00 | 691180.00 |
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| Farmers National Banc Corp Stock (FMNB) | 0.5 | $5.3M | 352k | 15.12 |
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| Sherwin Williams Stock (SHW) | 0.4 | $5.1M | 13k | 381.67 |
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| Curtiss Wright Corp Stock (CW) | 0.4 | $4.9M | 15k | 328.69 |
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| American Express Stock (AXP) | 0.4 | $4.1M | 15k | 271.20 |
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| Automatic Data Processing Stock (ADP) | 0.3 | $4.0M | 15k | 276.73 |
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| Deere & Co Stock (DE) | 0.3 | $3.9M | 9.3k | 417.35 |
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| Nvidia Corporation Stock (NVDA) | 0.3 | $3.8M | -7% | 31k | 121.44 |
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.3 | $3.7M | +37% | 6.5k | 573.76 |
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| Trane Technologies Stock (TT) | 0.3 | $3.7M | 9.5k | 388.73 |
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| Rockwell Automation Stock (ROK) | 0.3 | $3.5M | 13k | 268.47 |
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| Huntington Bancshares Stock (HBAN) | 0.3 | $3.3M | -2% | 223k | 14.70 |
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| Freeport-mcmoran Inc Cl B Stock (FCX) | 0.3 | $3.3M | +6% | 65k | 49.92 |
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| Civista Bancshares Inc Com No Par Stock (CIVB) | 0.3 | $3.1M | -2% | 177k | 17.82 |
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| Air Prods & Chems Stock (APD) | 0.3 | $3.0M | 10k | 297.74 |
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| Ge Aerospace Stock (GE) | 0.2 | $2.9M | -2% | 15k | 188.58 |
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| Transdigm Group Stock (TDG) | 0.2 | $2.8M | +2% | 2.0k | 1427.13 |
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| Mckesson Corp Stock (MCK) | 0.2 | $2.8M | -3% | 5.6k | 494.42 |
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| Teledyne Technologies Stock (TDY) | 0.2 | $2.8M | 6.3k | 437.66 |
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| Lamar Advertising Co New Cl A Reit (LAMR) | 0.2 | $2.7M | 20k | 133.60 |
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| Emerson Elec Stock (EMR) | 0.2 | $2.7M | 25k | 109.37 |
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| Qualcomm Stock (QCOM) | 0.2 | $2.7M | 16k | 170.05 |
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| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.2 | $2.4M | +4% | 12k | 198.06 |
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| Kemper Corp Stock (KMPR) | 0.2 | $2.4M | 40k | 61.25 |
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| Markel Group Stock (MKL) | 0.2 | $2.4M | 1.5k | 1568.58 |
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| International Business Machs Stock (IBM) | 0.2 | $2.2M | -2% | 10k | 221.09 |
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| Fedex Corp Stock (FDX) | 0.2 | $2.1M | 7.8k | 273.68 |
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| Schlumberger Ltd Com Stk Stock (SLB) | 0.2 | $2.1M | -7% | 50k | 41.95 |
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| Norfolk Southn Corp Stock (NSC) | 0.2 | $2.0M | -2% | 8.2k | 248.50 |
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| Csx Corp Stock (CSX) | 0.2 | $2.0M | 59k | 34.53 |
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| Dominion Energy Stock (D) | 0.2 | $2.0M | -7% | 34k | 57.79 |
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| Becton Dickinson & Co Stock (BDX) | 0.2 | $1.9M | -71% | 7.8k | 241.10 |
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| Verizon Communications Stock (VZ) | 0.2 | $1.9M | -3% | 42k | 44.91 |
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| Vanguard Total Stock Market Etf Etf (VTI) | 0.2 | $1.8M | 6.4k | 283.14 |
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| Walmart Stock (WMT) | 0.2 | $1.8M | +2% | 22k | 80.75 |
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| Smucker J M Stock (SJM) | 0.2 | $1.8M | -9% | 15k | 121.10 |
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| Taiwan Semiconductor Mfg Adr (TSM) | 0.1 | $1.7M | -4% | 9.8k | 173.67 |
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| Mondelez Intl Inc Cl A Stock (MDLZ) | 0.1 | $1.7M | 23k | 73.67 |
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| Axon Enterprise Stock (AXON) | 0.1 | $1.7M | 4.1k | 399.60 |
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| American Elec Pwr Stock (AEP) | 0.1 | $1.6M | 16k | 102.60 |
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| At&t Stock (T) | 0.1 | $1.6M | -2% | 73k | 22.00 |
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| Pfizer Stock (PFE) | 0.1 | $1.6M | 55k | 28.94 |
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| Carrier Global Corporation Stock (CARR) | 0.1 | $1.5M | 19k | 80.49 |
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| Fifth Third Bancorp Stock (FITB) | 0.1 | $1.5M | 36k | 42.84 |
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| Loews Corp Stock (L) | 0.1 | $1.5M | 19k | 79.05 |
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| General Dynamics Corp Stock (GD) | 0.1 | $1.4M | 4.8k | 302.20 |
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| General Mls Stock (GIS) | 0.1 | $1.4M | -4% | 19k | 73.85 |
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| Corpay Stock (CPAY) | 0.1 | $1.4M | 4.4k | 312.76 |
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| Wells Fargo Stock (WFC) | 0.1 | $1.3M | -4% | 24k | 56.49 |
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| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 0.1 | $1.3M | 4.7k | 280.47 |
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| Shell Plc Spon Ads Adr (SHEL) | 0.1 | $1.3M | 20k | 65.95 |
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| Boeing Stock (BA) | 0.1 | $1.3M | -2% | 8.6k | 152.04 |
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| Bristol-myers Squibb Stock (BMY) | 0.1 | $1.3M | -2% | 25k | 51.74 |
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| Timken Stock (TKR) | 0.1 | $1.3M | 15k | 84.29 |
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| Vanguard Ultra-short Bond Etf Etf (VUSB) | 0.1 | $1.3M | -4% | 26k | 49.94 |
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| Oracle Corp Stock (ORCL) | 0.1 | $1.3M | 7.4k | 170.39 |
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| Visa Inc Com Cl A Stock (V) | 0.1 | $1.2M | 4.5k | 274.97 |
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| Amgen Stock (AMGN) | 0.1 | $1.2M | -4% | 3.6k | 322.21 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $1.1M | +47% | 2.0k | 576.82 |
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| United Parcel Service Inc Cl B Stock (UPS) | 0.1 | $1.1M | -3% | 8.1k | 136.34 |
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| Vanguard Small-cap Etf Etf (VB) | 0.1 | $1.1M | -26% | 4.6k | 237.21 |
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| Eastern Bankshares Stock (EBC) | 0.1 | $1.1M | 65k | 16.39 |
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| Altria Group Stock (MO) | 0.1 | $1.0M | 20k | 51.04 |
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| Spdr Gold Shares Etf (GLD) | 0.1 | $1.0M | 4.2k | 243.06 |
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| Morgan Stanley Stock (MS) | 0.1 | $1.0M | 9.7k | 104.24 |
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| Republic Svcs Stock (RSG) | 0.1 | $942k | 4.7k | 200.84 |
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| Autodesk Stock (ADSK) | 0.1 | $920k | -22% | 3.3k | 275.48 |
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| Ge Vernova Stock (GEV) | 0.1 | $918k | -5% | 3.6k | 254.98 |
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| Johnson Ctls Intl Stock (JCI) | 0.1 | $886k | 11k | 77.61 |
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| Keycorp Stock (KEY) | 0.1 | $862k | 51k | 16.75 |
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| Vanguard Value Etf Etf (VTV) | 0.1 | $847k | +4% | 4.8k | 174.57 |
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| Zoetis Inc Cl A Stock (ZTS) | 0.1 | $819k | -4% | 4.2k | 195.38 |
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| Synchrony Financial Stock (SYF) | 0.1 | $796k | 16k | 49.88 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $792k | +8% | 4.3k | 184.85 |
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| Intuitive Surgical Stock (ISRG) | 0.1 | $753k | -5% | 1.5k | 491.27 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.1 | $734k | 2.0k | 375.46 |
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| Ishares Russell Midcap Etf Etf (IWR) | 0.1 | $688k | 7.8k | 88.14 |
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| Lockheed Martin Corp Stock (LMT) | 0.1 | $664k | 1.1k | 584.50 |
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| Vanguard Growth Etf Etf (VUG) | 0.1 | $650k | 1.7k | 384.00 |
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| Truist Finl Corp Stock (TFC) | 0.1 | $641k | +3% | 15k | 42.77 |
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| Fs Bancorp Stock (FSBW) | 0.1 | $640k | 14k | 44.49 |
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| Cisco Sys Stock (CSCO) | 0.1 | $640k | -2% | 12k | 53.22 |
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| Roper Technologies Stock (ROP) | 0.1 | $636k | -89% | 1.1k | 556.44 |
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| Kinder Morgan Inc Del Stock (KMI) | 0.1 | $612k | +3% | 28k | 22.09 |
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| Sensata Technologies Hldg Stock (ST) | 0.1 | $609k | -10% | 17k | 35.86 |
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| Williams Cos Stock (WMB) | 0.1 | $589k | 13k | 45.65 |
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| Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) | 0.0 | $571k | 5.7k | 100.69 |
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| Sound Finl Bancorp Stock (SFBC) | 0.0 | $563k | 11k | 53.50 |
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| Equity Lifestyle Pptys Reit (ELS) | 0.0 | $556k | 7.8k | 71.34 |
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| Marathon Pete Corp Stock (MPC) | 0.0 | $552k | 3.4k | 162.91 |
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| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $550k | +3% | 2.5k | 220.89 |
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| Eli Lilly & Co Stock (LLY) | 0.0 | $540k | 609.00 | 885.94 |
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| Nextera Energy Stock (NEE) | 0.0 | $533k | -5% | 6.3k | 84.53 |
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| Ponce Financial Group Stock (PDLB) | 0.0 | $533k | 46k | 11.69 |
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| BP Adr (BP) | 0.0 | $532k | -5% | 17k | 31.39 |
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| Starbucks Corp Stock (SBUX) | 0.0 | $530k | 5.4k | 97.49 |
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| Duke Energy Corp Stock (DUK) | 0.0 | $507k | 4.4k | 115.30 |
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| Parker-hannifin Corp Stock (PH) | 0.0 | $500k | 791.00 | 631.50 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.0 | $498k | -39% | 6.0k | 83.64 |
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| Tractor Supply Stock (TSCO) | 0.0 | $486k | -13% | 1.7k | 290.93 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.0 | $485k | +6% | 993.00 | 488.07 |
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| Moodys Corp Stock (MCO) | 0.0 | $475k | 1.0k | 474.59 |
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| Richmond Mut Bancorporation Stock (RMBI) | 0.0 | $463k | 36k | 12.90 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.0 | $461k | 9.6k | 47.85 |
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| Ge Healthcare Technologies Stock (GEHC) | 0.0 | $459k | -4% | 4.9k | 93.85 |
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| 3m Company Stock (MMM) | 0.0 | $458k | 3.4k | 136.70 |
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| Unilever Adr (UL) | 0.0 | $457k | 7.0k | 64.96 |
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| Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) | 0.0 | $456k | 8.9k | 50.94 |
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| Intel Corp Stock (INTC) | 0.0 | $442k | -13% | 19k | 23.46 |
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| Southern Stock (SO) | 0.0 | $441k | 4.9k | 90.18 |
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| Target Corp Stock (TGT) | 0.0 | $436k | 2.8k | 155.86 |
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| Tesla Stock (TSLA) | 0.0 | $436k | -17% | 1.7k | 261.63 |
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| Paypal Hldgs Stock (PYPL) | 0.0 | $405k | -5% | 5.2k | 78.03 |
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| Firstenergy Corp Stock (FE) | 0.0 | $402k | 9.1k | 44.35 |
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| Permian Basin Rty Tr Unit Ben Int Stock (PBT) | 0.0 | $394k | 33k | 11.87 |
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| Aflac Stock (AFL) | 0.0 | $394k | 3.5k | 111.80 |
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| Kenvue Stock (KVUE) | 0.0 | $389k | 17k | 23.13 |
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| Servicenow Stock (NOW) | 0.0 | $388k | -20% | 434.00 | 894.39 |
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| Cincinnati Finl Corp Stock (CINF) | 0.0 | $382k | 2.8k | 136.12 |
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| Mercadolibre Stock (MELI) | 0.0 | $371k | +5% | 181.00 | 2051.96 |
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| Goldman Sachs Access Ultra Short Bond Etf Etf (GSST) | 0.0 | $364k | 7.2k | 50.64 |
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| Rpm Intl Stock (RPM) | 0.0 | $363k | 3.0k | 121.00 |
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| Fox Corp Cl A Stock (FOXA) | 0.0 | $361k | 8.5k | 42.33 |
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| Cardinal Health Stock (CAH) | 0.0 | $355k | -13% | 3.2k | 110.52 |
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| Honeywell International Stock (HON) | 0.0 | $348k | 1.7k | 206.71 |
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| Waste Mgmt Inc Del Stock (WM) | 0.0 | $339k | 1.6k | 207.60 |
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| Ishares S&p 100 Etf Etf (OEF) | 0.0 | $335k | 1.2k | 276.76 |
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| Essa Bancorp Stock (ESSA) | 0.0 | $329k | 17k | 19.22 |
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| Warner Bros Discovery Inc Com Ser A Stock (WBD) | 0.0 | $327k | -3% | 40k | 8.25 |
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| Vanguard Short-term Bond Etf Etf (BSV) | 0.0 | $324k | -6% | 4.1k | 78.69 |
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| Ishares Msci Usa Quality Factor Etf Etf (QUAL) | 0.0 | $323k | 1.8k | 179.30 |
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| Millicom Intl Cellular S A Com Stk Stock (TIGO) | 0.0 | $322k | 12k | 27.12 |
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| Berkshire Hills Bancorp Stock (BHLB) | 0.0 | $315k | 12k | 26.93 |
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| Medtronic Stock (MDT) | 0.0 | $302k | -24% | 3.4k | 90.03 |
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| Flexshares Quality Dividend Index Fund Etf (QDF) | 0.0 | $293k | 4.1k | 71.71 |
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| Chipotle Mexican Grill Stock (CMG) | 0.0 | $292k | 5.1k | 57.62 |
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| Thermo Fisher Scientific Stock (TMO) | 0.0 | $288k | 466.00 | 618.57 |
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| Capital One Finl Corp Stock (COF) | 0.0 | $288k | 1.9k | 149.73 |
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| Ishares Core Dividend Growth Etf Etf (DGRO) | 0.0 | $288k | 4.6k | 62.69 |
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| Liberty Global Ltd Com Cl C Stock (LBTYK) | 0.0 | $285k | -8% | 13k | 21.61 |
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| Enterprise Bancorp Inc Mass Stock (EBTC) | 0.0 | $283k | 8.9k | 31.96 |
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| Bank America Corp Stock (BAC) | 0.0 | $278k | 7.0k | 39.68 |
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| Davita Stock (DVA) | 0.0 | $275k | 1.7k | 163.93 |
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| Cme Group Stock (CME) | 0.0 | $274k | -3% | 1.2k | 220.65 |
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| Citizens Cmnty Bancorp Inc Md Stock (CZWI) | 0.0 | $266k | 19k | 14.17 |
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| Spdr S&p Dividend Etf Etf (SDY) | 0.0 | $255k | 1.8k | 142.04 |
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| Wec Energy Group Stock (WEC) | 0.0 | $253k | 2.6k | 96.18 |
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| Cvs Health Corp Stock (CVS) | 0.0 | $248k | -18% | 3.9k | 62.88 |
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| American Wtr Wks Stock (AWK) | 0.0 | $248k | 1.7k | 146.24 |
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| Colgate Palmolive Stock (CL) | 0.0 | $243k | 2.3k | 103.81 |
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| Orrstown Finl Svcs Stock (ORRF) | 0.0 | $242k | NEW | 6.7k | 35.96 |
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| Kellanova Stock (K) | 0.0 | $238k | NEW | 3.0k | 80.71 |
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| Industrial Select Sector Spdr Fund Etf (XLI) | 0.0 | $238k | 1.8k | 135.44 |
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| Metallus Stock (MTUS) | 0.0 | $233k | 16k | 14.83 |
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| Hometrust Bancshares Stock (HTBI) | 0.0 | $232k | 6.8k | 34.08 |
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| Cnb Finl Corp Pa Stock (CCNE) | 0.0 | $226k | NEW | 9.4k | 24.06 |
|
| Novartis Adr (NVS) | 0.0 | $225k | 2.0k | 115.02 |
|
|
| Ishares Msci Usa Min Vol Factor Etf Etf (USMV) | 0.0 | $223k | 2.4k | 91.31 |
|
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $218k | NEW | 617.00 | 353.48 |
|
| S&p Global Stock (SPGI) | 0.0 | $218k | NEW | 422.00 | 516.62 |
|
| Avient Corporation Stock (AVNT) | 0.0 | $217k | NEW | 4.3k | 50.32 |
|
| Suncor Energy Stock (SU) | 0.0 | $217k | -6% | 5.9k | 36.92 |
|
| First Business Finl Svcs Inc W Stock (FBIZ) | 0.0 | $217k | NEW | 4.8k | 45.59 |
|
| Phillips 66 Stock (PSX) | 0.0 | $215k | 1.6k | 131.45 |
|
|
| Invesco Water Resources Etf Etf (PHO) | 0.0 | $214k | NEW | 3.0k | 70.54 |
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.0 | $213k | NEW | 1.2k | 179.16 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.0 | $204k | NEW | 2.1k | 95.75 |
|
| Uber Technologies Stock (UBER) | 0.0 | $204k | NEW | 2.7k | 75.16 |
|
| Hilltop Holdings Stock (HTH) | 0.0 | $203k | NEW | 6.3k | 32.16 |
|
| Brookline Bancorp Inc Del Stock (BRKL) | 0.0 | $195k | -9% | 19k | 10.09 |
|
| Harborone Bancorp Stock (HONE) | 0.0 | $189k | 15k | 12.98 |
|
|
| American Airlines Group Inc 6.5 07/01/2025 Convertible | 0.0 | $179k | 175k | 1.02 |
|
|
| Banc Of California Stock (BANC) | 0.0 | $151k | 10k | 14.73 |
|
|
| Manhattan Brdg Cap Reit (LOAN) | 0.0 | $130k | +53% | 130k | 1.00 |
|
| Bogota Finl Corp Stock (BSBK) | 0.0 | $127k | -7% | 15k | 8.29 |
|
| Western New Eng Bancorp Stock (WNEB) | 0.0 | $101k | 12k | 8.50 |
|
|
| Ameriserv Finl Stock (ASRV) | 0.0 | $29k | 11k | 2.61 |
|
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 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
- 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