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, DELL, AVGO, GOOGL, MSFT, and represent 19.26% of Beese Fulmer Investment Management's stock portfolio.
- Added to shares of these 10 stocks: KLAC (+$42M), VCSH (+$9.7M), IBDT, LLY, BUCK, SYK, IBDU, USHY, IBHG, IWF.
- Started 66 new stock positions in BUCK, EQAL, SHOP, HFBL, RBC, MOH, OC, GPK, VOT, SIRI.
- Reduced shares in these 10 stocks: , MU (-$12M), BSX (-$9.1M), DELL (-$5.4M), AVGO, Honeywell International, GOOG, BKNG, , HSY.
- Sold out of its positions in ADT, AGNC, ASTS, ACHC, COR, Apellis Pharmaceuticals, ARW, ALAB, AUR, CAR.
- Beese Fulmer Investment Management was a net seller of stock by $-8.6M.
- Beese Fulmer Investment Management has $1.7B in assets under management (AUM), dropping by 10.96%.
- Central Index Key (CIK): 0000911274
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Portfolio Holdings for Beese Fulmer Investment Management
Beese Fulmer Investment Management holds 401 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.4 | $93M | 322k | 289.36 |
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| Dell Technologies CL C (DELL) | 4.1 | $71M | -7% | 164k | 431.46 |
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| Broadcom (AVGO) | 3.6 | $62M | -2% | 165k | 377.75 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $54M | 151k | 357.37 |
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| Microsoft Corporation (MSFT) | 3.1 | $54M | 144k | 373.02 |
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| Micron Technology (MU) | 3.0 | $52M | -19% | 45k | 1154.28 |
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| Kla Corp Com New (KLAC) | 2.7 | $47M | +793% | 155k | 301.71 |
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| Amazon (AMZN) | 2.6 | $45M | 191k | 238.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $42M | 120k | 353.33 |
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| Johnson & Johnson (JNJ) | 2.0 | $35M | 137k | 253.97 |
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| Mastercard Incorporated Cl A (MA) | 2.0 | $34M | 66k | 513.60 |
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| Raytheon Technologies Corp (RTX) | 1.9 | $34M | 177k | 189.73 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $31M | 95k | 327.33 |
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| Cummins (CMI) | 1.8 | $31M | 43k | 713.21 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $30M | 61k | 500.39 |
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| Costco Wholesale Corporation (COST) | 1.7 | $30M | 32k | 935.46 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.7 | $29M | +50% | 367k | 79.03 |
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| TJX Companies (TJX) | 1.6 | $27M | 180k | 151.50 |
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| O'reilly Automotive (ORLY) | 1.5 | $27M | 291k | 92.09 |
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| Goldman Sachs (GS) | 1.5 | $26M | 26k | 1011.35 |
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| Arista Networks Com Shs (ANET) | 1.5 | $26M | 152k | 169.88 |
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| NVIDIA Corporation (NVDA) | 1.5 | $26M | +2% | 128k | 200.09 |
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| Eaton Corp SHS (ETN) | 1.3 | $23M | +2% | 53k | 426.12 |
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| Philip Morris International (PM) | 1.3 | $22M | 120k | 180.91 |
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| Meta Platforms Cl A (META) | 1.2 | $22M | +2% | 38k | 563.29 |
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| Chubb (CB) | 1.2 | $21M | 62k | 341.75 |
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| Procter & Gamble Company (PG) | 1.0 | $18M | -2% | 120k | 146.64 |
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| International Business Machines (IBM) | 1.0 | $17M | +4% | 61k | 281.21 |
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| Caterpillar (CAT) | 1.0 | $17M | -2% | 16k | 1064.90 |
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| Linde SHS (LIN) | 1.0 | $17M | 32k | 518.95 |
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| Chevron Corporation (CVX) | 0.9 | $16M | 99k | 165.76 |
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| Ishares Tr S P 500 Grwt Etf (IVW) | 0.9 | $16M | 119k | 137.53 |
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| Stryker Corporation (SYK) | 0.9 | $16M | +8% | 51k | 314.84 |
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| Ishares Tr S P 500 Val Etf (IVE) | 0.9 | $16M | +3% | 70k | 227.06 |
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| McDonald's Corporation (MCD) | 0.9 | $16M | +3% | 59k | 270.31 |
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| Netflix (NFLX) | 0.9 | $16M | +3% | 220k | 71.40 |
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| Edwards Lifesciences (EW) | 0.9 | $15M | +2% | 166k | 90.46 |
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| Coca-Cola Company (KO) | 0.8 | $14M | -2% | 166k | 81.81 |
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| Union Pacific Corporation (UNP) | 0.8 | $13M | 49k | 272.00 |
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| Intercontinental Exchange (ICE) | 0.7 | $13M | 104k | 123.11 |
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| Walt Disney Company (DIS) | 0.7 | $13M | -2% | 130k | 96.25 |
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| TransDigm Group Incorporated (TDG) | 0.7 | $12M | 9.2k | 1332.06 |
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| D.R. Horton (DHI) | 0.7 | $12M | +6% | 73k | 162.88 |
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| Home Depot (HD) | 0.7 | $12M | 33k | 352.68 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.6 | $11M | 452k | 24.22 |
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| Aon Shs Cl A (AON) | 0.6 | $11M | +2% | 32k | 331.69 |
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| Curtiss-Wright (CW) | 0.6 | $10M | 13k | 757.76 |
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| Abbott Laboratories (ABT) | 0.6 | $9.9M | 109k | 90.74 |
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| Abbvie (ABBV) | 0.5 | $9.0M | +2% | 36k | 251.64 |
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| Eli Lilly & Co. (LLY) | 0.5 | $8.8M | +21% | 7.3k | 1199.42 |
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| Ishares Tr Core S P Scp Etf (IJR) | 0.5 | $8.7M | 59k | 148.31 |
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| Pepsi (PEP) | 0.5 | $8.3M | -3% | 61k | 135.40 |
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| Lowe's Companies (LOW) | 0.5 | $7.8M | -5% | 35k | 220.49 |
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| EOG Resources (EOG) | 0.4 | $7.4M | +2% | 57k | 129.73 |
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| Ishares Tr Core S P Mcp Etf (IJH) | 0.4 | $7.1M | 93k | 77.11 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.4 | $6.7M | +33% | 263k | 25.25 |
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| Ge Aerospace Com New (GE) | 0.4 | $6.5M | -8% | 17k | 373.73 |
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| Rockwell Automation (ROK) | 0.4 | $6.4M | -2% | 13k | 495.10 |
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| State Str Spdr S P 500 Etf T Tr Unit (SPY) | 0.4 | $6.3M | +2% | 8.5k | 746.78 |
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| Invesco Exchange Traded Fd T Sp500 Eql Wgt (RSP) | 0.4 | $6.1M | +6% | 29k | 212.77 |
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| Hershey Company (HSY) | 0.3 | $5.9M | -9% | 34k | 175.45 |
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| Freeport Mcmoran CL B (FCX) | 0.3 | $5.6M | +8% | 89k | 62.89 |
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| Ge Vernova (GEV) | 0.3 | $5.6M | 4.8k | 1174.84 |
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| Deere & Company (DE) | 0.3 | $5.5M | -8% | 8.7k | 634.30 |
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| Farmers Natl Banc Corp (FMNB) | 0.3 | $5.3M | -3% | 361k | 14.60 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $5.2M | 7.00 | 748850.00 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $5.2M | -3% | 10k | 509.29 |
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| Huntington Bancshares Incorporated (HBAN) | 0.3 | $5.0M | 277k | 17.89 |
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| Trane Technologies SHS (TT) | 0.3 | $4.9M | +3% | 10k | 491.15 |
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| Metropcs Communications (TMUS) | 0.3 | $4.7M | -3% | 28k | 167.73 |
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| Civista Bancshares Com No Par (CIVB) | 0.3 | $4.4M | -3% | 156k | 28.22 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.3 | $4.4M | +35% | 190k | 23.16 |
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| Wal-Mart Stores (WMT) | 0.3 | $4.4M | -3% | 38k | 113.26 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $4.2M | +2% | 44k | 96.58 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $4.0M | 17k | 234.94 |
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| Sherwin-Williams Company (SHW) | 0.2 | $3.9M | -3% | 11k | 344.32 |
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| McKesson Corporation (MCK) | 0.2 | $3.8M | -5% | 5.0k | 756.43 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $3.7M | 4.8k | 763.14 |
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| Merck & Co (MRK) | 0.2 | $3.7M | -4% | 29k | 128.50 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $3.7M | +12% | 72k | 51.05 |
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| Teledyne Technologies Incorporated (TDY) | 0.2 | $3.6M | -5% | 5.5k | 666.90 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $3.6M | 150k | 24.23 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.2 | $3.6M | +27% | 165k | 21.80 |
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| Lumentum Hldgs (LITE) | 0.2 | $3.6M | +2% | 4.2k | 858.06 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $3.5M | -3% | 7.3k | 477.57 |
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| Norfolk Southern (NSC) | 0.2 | $3.5M | +7% | 11k | 314.60 |
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| Qualcomm (QCOM) | 0.2 | $3.2M | -3% | 17k | 184.79 |
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| American Express Company (AXP) | 0.2 | $3.2M | -4% | 9.3k | 338.27 |
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| Automatic Data Processing (ADP) | 0.2 | $3.0M | 14k | 225.82 |
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| ConocoPhillips (COP) | 0.2 | $3.0M | -9% | 29k | 103.96 |
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| Lamar Advertising Cl A (LAMR) | 0.2 | $3.0M | 19k | 155.98 |
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| FedEx Corporation (FDX) | 0.2 | $2.9M | 9.4k | 313.13 |
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| Air Products & Chemicals (APD) | 0.2 | $2.9M | 10k | 293.18 |
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| Intel Corporation (INTC) | 0.2 | $2.9M | +4% | 20k | 139.63 |
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| Markel Corporation (MKL) | 0.2 | $2.7M | -4% | 1.4k | 1953.01 |
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| Timken Company (TKR) | 0.2 | $2.7M | 18k | 145.32 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $2.6M | -6% | 106k | 24.55 |
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| Emerson Electric (EMR) | 0.1 | $2.5M | -9% | 18k | 143.15 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $2.5M | +57% | 68k | 37.02 |
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| CSX Corporation (CSX) | 0.1 | $2.4M | +3% | 51k | 47.53 |
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| Bristol Myers Squibb (BMY) | 0.1 | $2.4M | 41k | 57.62 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $2.3M | 6.2k | 370.02 |
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| Palo Alto Networks (PANW) | 0.1 | $2.2M | +6% | 6.4k | 341.02 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.2M | 5.9k | 368.38 |
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| Ishares Tr Core Sp500 Etf (IVV) | 0.1 | $2.1M | +3% | 2.9k | 748.78 |
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| Cisco Systems (CSCO) | 0.1 | $2.1M | +5% | 18k | 117.46 |
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| Axon Enterprise (AXON) | 0.1 | $2.1M | -10% | 3.7k | 560.61 |
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| Dominion Resources (D) | 0.1 | $2.1M | +19% | 30k | 68.29 |
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| General Dynamics Corporation (GD) | 0.1 | $2.0M | -13% | 5.7k | 354.24 |
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| Loews Corporation (L) | 0.1 | $2.0M | 18k | 113.21 |
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| Pfizer (PFE) | 0.1 | $2.0M | -11% | 83k | 24.08 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $2.0M | +6% | 94k | 20.84 |
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| American Electric Power Company (AEP) | 0.1 | $1.9M | -2% | 14k | 136.81 |
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| SLB Com Stk (SLB) | 0.1 | $1.9M | +11% | 42k | 46.49 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $1.9M | +12% | 13k | 146.11 |
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| Boeing Company (BA) | 0.1 | $1.9M | -4% | 8.8k | 216.48 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $1.9M | 8.7k | 215.43 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $1.8M | +23% | 20k | 91.64 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $1.8M | -7% | 6.8k | 255.68 |
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| Phillips 66 (PSX) | 0.1 | $1.7M | +2% | 10k | 169.04 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.7M | +24% | 5.6k | 298.04 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.7M | -5% | 8.0k | 209.04 |
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| Western Digital (WDC) | 0.1 | $1.7M | -5% | 2.6k | 638.72 |
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| Fifth Third Ban (FITB) | 0.1 | $1.7M | +8% | 29k | 56.37 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.6M | 20k | 82.64 |
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| Carrier Global Corporation (CARR) | 0.1 | $1.6M | 22k | 73.35 |
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| Visa Com Cl A (V) | 0.1 | $1.6M | +10% | 4.7k | 343.11 |
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| Comfort Systems USA (FIX) | 0.1 | $1.6M | 817.00 | 1981.95 |
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| Corning Incorporated (GLW) | 0.1 | $1.6M | +48% | 6.2k | 255.45 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.6M | 14k | 110.32 |
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| Oracle Corporation (ORCL) | 0.1 | $1.5M | +15% | 10k | 146.54 |
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| Verizon Communications (VZ) | 0.1 | $1.5M | 35k | 42.34 |
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| Vanguard Index Fds S P 500 Etf Shs (VOO) | 0.1 | $1.5M | +2% | 2.1k | 686.75 |
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| PNC Financial Services (PNC) | 0.1 | $1.4M | 5.9k | 246.21 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $1.4M | +12% | 29k | 49.78 |
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| Smucker J M Com New (SJM) | 0.1 | $1.4M | +2% | 12k | 112.50 |
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| Shell Spon Ads (SHEL) | 0.1 | $1.4M | 18k | 77.54 |
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| Altria (MO) | 0.1 | $1.4M | +8% | 19k | 71.95 |
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| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 0.1 | $1.4M | NEW | 58k | 23.42 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.4M | +11% | 3.4k | 397.68 |
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| Key (KEY) | 0.1 | $1.3M | -7% | 58k | 23.05 |
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| Biogen Idec (BIIB) | 0.1 | $1.3M | +24% | 6.0k | 216.06 |
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| Amgen (AMGN) | 0.1 | $1.3M | +58% | 3.5k | 362.14 |
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| At&t (T) | 0.1 | $1.3M | 61k | 20.70 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.2M | +14% | 1.3k | 977.82 |
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| Corpay Com Shs (CPAY) | 0.1 | $1.2M | -4% | 3.7k | 333.27 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $1.2M | 4.0k | 303.15 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.2M | 7.6k | 158.02 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | 2.4k | 509.43 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $1.2M | -10% | 11k | 107.50 |
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| Kinder Morgan (KMI) | 0.1 | $1.2M | 37k | 31.97 |
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| Tesla Motors (TSLA) | 0.1 | $1.2M | +18% | 2.8k | 420.60 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.2M | +30% | 23k | 50.23 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | +279% | 8.7k | 124.17 |
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| Synchrony Financial (SYF) | 0.1 | $1.1M | -5% | 14k | 76.05 |
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| Millicom Intl Cellular S A Com Stk (TIGO) | 0.1 | $1.0M | -2% | 12k | 90.76 |
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| Capital One Financial (COF) | 0.1 | $974k | +23% | 4.9k | 200.62 |
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| PG&E Corporation (PCG) | 0.1 | $974k | 58k | 16.82 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $970k | +29% | 6.8k | 143.10 |
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| Teradyne (TER) | 0.1 | $960k | +9% | 2.0k | 483.84 |
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| MercadoLibre (MELI) | 0.1 | $947k | +95% | 558.00 | 1697.39 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $937k | 3.1k | 300.45 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $936k | -4% | 9.0k | 103.88 |
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| Centene Corporation (CNC) | 0.1 | $917k | -25% | 14k | 64.19 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $912k | -7% | 1.2k | 736.40 |
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| Edison International (EIX) | 0.1 | $911k | +4% | 12k | 74.45 |
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| Truist Financial Corp equities (TFC) | 0.1 | $911k | +8% | 18k | 49.82 |
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| UnitedHealth (UNH) | 0.1 | $891k | +18% | 2.1k | 415.57 |
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| Becton, Dickinson and (BDX) | 0.1 | $876k | -16% | 5.8k | 151.33 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $844k | +528% | 9.8k | 86.14 |
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| J.B. Hunt Transport Services (JBHT) | 0.0 | $832k | +5% | 2.9k | 289.43 |
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| Coherent Corp (COHR) | 0.0 | $829k | +12% | 2.1k | 394.47 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $827k | -9% | 2.5k | 334.82 |
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| Ishares Tr Ibon 2027 Te Etf (IBHG) | 0.0 | $817k | NEW | 37k | 22.08 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $810k | +308% | 10k | 80.57 |
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| Ponce Financial Group Common Stock (PDLB) | 0.0 | $808k | 41k | 19.94 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $787k | 15k | 51.00 |
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| Cardinal Health (CAH) | 0.0 | $777k | -18% | 3.3k | 237.56 |
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| Applied Materials (AMAT) | 0.0 | $769k | -5% | 1.1k | 723.15 |
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| Kemper Corp Del (KMPR) | 0.0 | $760k | -3% | 28k | 26.96 |
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| Technipfmc (FTI) | 0.0 | $747k | +2% | 11k | 66.30 |
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| General Mills (GIS) | 0.0 | $744k | +26% | 21k | 34.80 |
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| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 0.0 | $743k | +66% | 13k | 59.31 |
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| Fortinet (FTNT) | 0.0 | $724k | -13% | 4.7k | 153.62 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $712k | +6% | 27k | 26.66 |
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| Viking Holdings Ord Shs (VIK) | 0.0 | $709k | +28% | 6.8k | 104.67 |
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| AFLAC Incorporated (AFL) | 0.0 | $707k | +18% | 6.0k | 117.26 |
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| Williams Companies (WMB) | 0.0 | $696k | -23% | 9.4k | 74.34 |
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| 3M Company (MMM) | 0.0 | $661k | -3% | 4.1k | 161.91 |
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| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.0 | $659k | -11% | 26k | 25.04 |
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| RPM International (RPM) | 0.0 | $644k | 5.8k | 111.15 |
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| Bank of America Corporation (BAC) | 0.0 | $640k | +2% | 11k | 56.98 |
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| Republic Services (RSG) | 0.0 | $638k | -6% | 3.0k | 213.08 |
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| Sandisk Corp (SNDK) | 0.0 | $637k | NEW | 280.00 | 2273.73 |
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| Citizens Financial (CFG) | 0.0 | $616k | +19% | 8.8k | 70.07 |
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| Emcor (EME) | 0.0 | $614k | +8% | 740.00 | 829.88 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $602k | +7% | 7.3k | 82.84 |
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| Equinix (EQIX) | 0.0 | $583k | +14% | 559.00 | 1042.39 |
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| Carpenter Technology Corporation (CRS) | 0.0 | $580k | NEW | 940.00 | 616.84 |
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| BP Sponsored Adr (BP) | 0.0 | $576k | -2% | 16k | 36.95 |
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| Ishares Tr Ibonds 28 Tr Hi (IBHH) | 0.0 | $566k | +18% | 24k | 23.50 |
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| Verisign (VRSN) | 0.0 | $561k | +13% | 2.2k | 251.56 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $554k | 10k | 53.11 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $543k | +6% | 2.9k | 185.23 |
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| Target Corporation (TGT) | 0.0 | $541k | +9% | 4.1k | 130.60 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $536k | +155% | 16k | 33.29 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $528k | 7.0k | 75.51 |
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| Independent Bank (INDB) | 0.0 | $528k | 6.3k | 83.72 |
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| CNB Financial Corporation (CCNE) | 0.0 | $522k | -22% | 16k | 33.71 |
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| Molina Healthcare (MOH) | 0.0 | $516k | NEW | 2.3k | 228.70 |
|
| Goldman Sachs Etf Tr S P 500 Premium (GPIX) | 0.0 | $513k | +68% | 9.2k | 55.57 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $507k | -26% | 5.4k | 93.40 |
|
| FirstEnergy (FE) | 0.0 | $506k | +15% | 11k | 47.54 |
|
| Us Bancorp Com New (USB) | 0.0 | $501k | -23% | 8.3k | 60.40 |
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $495k | 2.7k | 185.14 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $491k | 7.1k | 69.08 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $490k | -51% | 8.5k | 57.84 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $487k | +12% | 3.8k | 126.60 |
|
| SYNNEX Corporation (SNX) | 0.0 | $485k | 1.8k | 267.34 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $477k | +7% | 11k | 45.11 |
|
| Moody's Corporation (MCO) | 0.0 | $477k | +33% | 1.1k | 452.92 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $474k | 1.9k | 254.50 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.0 | $472k | NEW | 6.1k | 77.79 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $470k | -2% | 2.1k | 219.43 |
|
| Citigroup Com New (C) | 0.0 | $470k | +44% | 3.4k | 139.96 |
|
| Ishares Tr S P 100 Etf (OEF) | 0.0 | $469k | 1.3k | 365.87 |
|
|
| Travelers Companies (TRV) | 0.0 | $465k | +16% | 1.4k | 330.22 |
|
| Blackrock (BLK) | 0.0 | $463k | +33% | 482.00 | 961.48 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $458k | -9% | 1.1k | 433.45 |
|
| Waste Connections (WCN) | 0.0 | $446k | NEW | 2.7k | 166.69 |
|
| Kkr & Co (KKR) | 0.0 | $444k | +27% | 4.8k | 91.78 |
|
| Citizens Community Ban (CZWI) | 0.0 | $440k | 19k | 23.39 |
|
|
| WesBan (WSBC) | 0.0 | $430k | 11k | 39.40 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $428k | +12% | 5.7k | 75.45 |
|
| Permian Resources Corp Class A Com (PR) | 0.0 | $426k | +6% | 23k | 18.41 |
|
| salesforce (CRM) | 0.0 | $426k | -45% | 2.7k | 157.17 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $426k | +9% | 2.7k | 156.72 |
|
| Unilever Spon Adr New (UL) | 0.0 | $424k | +2% | 7.0k | 60.12 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $420k | 4.2k | 100.81 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $417k | -3% | 17k | 25.26 |
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $415k | -3% | 10k | 40.23 |
|
| Synopsys (SNPS) | 0.0 | $403k | NEW | 904.00 | 446.07 |
|
| Eversource Energy (ES) | 0.0 | $403k | NEW | 5.6k | 72.27 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $395k | 1.1k | 343.97 |
|
|
| Canadian Natural Resources (CNQ) | 0.0 | $388k | +38% | 9.8k | 39.50 |
|
| Exelixis (EXEL) | 0.0 | $387k | -11% | 7.1k | 54.41 |
|
| Illinois Tool Works (ITW) | 0.0 | $380k | +11% | 1.4k | 270.38 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $380k | -10% | 6.4k | 59.69 |
|
| Aramark Hldgs (ARMK) | 0.0 | $379k | -4% | 6.7k | 56.90 |
|
| Nvent Elec SHS (NVT) | 0.0 | $379k | NEW | 2.2k | 169.61 |
|
| Itt (ITT) | 0.0 | $379k | -9% | 1.9k | 197.76 |
|
| Onto Innovation (ONTO) | 0.0 | $376k | -3% | 993.00 | 378.45 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $371k | 2.0k | 190.19 |
|
|
| AutoZone (AZO) | 0.0 | $371k | +84% | 116.00 | 3195.94 |
|
| Rubrik Cl A (RBRK) | 0.0 | $368k | NEW | 4.6k | 80.28 |
|
| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $368k | 4.1k | 89.92 |
|
|
| Pool Corporation (POOL) | 0.0 | $363k | NEW | 1.7k | 214.90 |
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $363k | +7% | 1.8k | 197.10 |
|
| Roper Industries (ROP) | 0.0 | $361k | -17% | 1.1k | 338.24 |
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $357k | -17% | 6.2k | 57.22 |
|
| MetLife (MET) | 0.0 | $353k | 4.2k | 84.61 |
|
|
| Fs Ban (FSBW) | 0.0 | $352k | 8.1k | 43.40 |
|
|
| Cigna Corp (CI) | 0.0 | $351k | +28% | 1.3k | 275.68 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $350k | 4.6k | 75.80 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $349k | +25% | 696.00 | 501.65 |
|
| Match Group (MTCH) | 0.0 | $349k | -8% | 9.2k | 38.05 |
|
| Paychex (PAYX) | 0.0 | $347k | NEW | 3.5k | 98.33 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $345k | NEW | 357.00 | 965.00 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $342k | -3% | 5.6k | 60.67 |
|
| Anthem (ELV) | 0.0 | $341k | NEW | 882.00 | 386.73 |
|
| Darden Restaurants (DRI) | 0.0 | $340k | -7% | 1.7k | 206.01 |
|
| Dave & Buster's Entertainmnt (PLAY) | 0.0 | $340k | 30k | 11.40 |
|
|
| Enbridge (ENB) | 0.0 | $333k | 6.1k | 54.21 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $332k | +10% | 2.2k | 150.13 |
|
| Nutanix Cl A (NTNX) | 0.0 | $330k | +3% | 6.5k | 50.96 |
|
| Dow (DOW) | 0.0 | $327k | +10% | 12k | 27.36 |
|
| Ciena Corp Com New (CIEN) | 0.0 | $327k | +20% | 666.00 | 490.56 |
|
| Autodesk (ADSK) | 0.0 | $326k | -21% | 1.7k | 194.42 |
|
| DaVita (DVA) | 0.0 | $324k | +6% | 1.5k | 222.48 |
|
| Henry Schein (HSIC) | 0.0 | $323k | -9% | 3.9k | 83.52 |
|
| Proshares Tr S P 500 Dv Arist (NOBL) | 0.0 | $323k | +175% | 5.7k | 56.16 |
|
| Danaher Corporation (DHR) | 0.0 | $321k | -57% | 1.7k | 190.48 |
|
| Ishares Tr Core S P Ttl Stk (ITOT) | 0.0 | $320k | +3% | 1.9k | 164.24 |
|
| Waters Corporation (WAT) | 0.0 | $320k | -2% | 852.00 | 375.04 |
|
| Berkshire Hills Ban (BBT) | 0.0 | $318k | 11k | 30.45 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $318k | +80% | 2.6k | 124.44 |
|
| S&p Global (SPGI) | 0.0 | $317k | -42% | 779.00 | 407.26 |
|
| CarMax (KMX) | 0.0 | $316k | -7% | 6.0k | 52.89 |
|
| Mohawk Industries (MHK) | 0.0 | $315k | +7% | 2.6k | 121.33 |
|
| General Motors Company (GM) | 0.0 | $313k | +34% | 4.1k | 77.08 |
|
| Timkensteel (MTUS) | 0.0 | $312k | -4% | 17k | 18.69 |
|
| Textron (TXT) | 0.0 | $312k | -26% | 3.4k | 91.75 |
|
| Microchip Technology (MCHP) | 0.0 | $311k | NEW | 3.4k | 91.20 |
|
| Halliburton Company (HAL) | 0.0 | $311k | +19% | 9.2k | 33.95 |
|
| Iron Mountain (IRM) | 0.0 | $309k | +4% | 2.4k | 126.31 |
|
| Dollar General (DG) | 0.0 | $309k | -4% | 2.7k | 115.11 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $307k | 2.0k | 152.18 |
|
|
| Mueller Industries (MLI) | 0.0 | $306k | +7% | 2.5k | 122.93 |
|
| First Business Financial Services (FBIZ) | 0.0 | $305k | 4.8k | 63.17 |
|
|
| Delta Air Lines Com New (DAL) | 0.0 | $305k | -25% | 3.3k | 93.66 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $300k | NEW | 1.7k | 174.64 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $297k | +4% | 6.6k | 45.34 |
|
| Southern Company (SO) | 0.0 | $297k | -19% | 3.1k | 95.70 |
|
| Vanguard Tax Managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $296k | -4% | 4.1k | 71.25 |
|
| SYSCO Corporation (SYY) | 0.0 | $293k | NEW | 3.5k | 83.58 |
|
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.0 | $291k | 3.3k | 89.65 |
|
|
| Evercore Class A (EVR) | 0.0 | $290k | +14% | 850.00 | 341.44 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $290k | -34% | 1.7k | 168.54 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $289k | 553.00 | 522.20 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $289k | NEW | 5.3k | 54.38 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $287k | -96% | 6.7k | 42.68 |
|
| Lincoln Electric Holdings (LECO) | 0.0 | $287k | -14% | 1.1k | 265.55 |
|
| Mid-America Apartment (MAA) | 0.0 | $286k | NEW | 2.1k | 138.94 |
|
| United Therapeutics Corporation (UTHR) | 0.0 | $286k | -11% | 527.00 | 541.83 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $284k | 2.1k | 136.60 |
|
|
| Flex Ord (FLEX) | 0.0 | $284k | NEW | 1.8k | 162.07 |
|
| RBC Bearings Incorporated (RBC) | 0.0 | $283k | NEW | 440.00 | 644.06 |
|
| Hometrust Bancshares (HTB) | 0.0 | $283k | 5.7k | 49.89 |
|
|
| Sentinelone Cl A (S) | 0.0 | $283k | NEW | 17k | 16.97 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $282k | NEW | 1.1k | 249.98 |
|
| Orrstown Financial Services (ORRF) | 0.0 | $277k | 6.8k | 40.83 |
|
|
| Toro Company (TTC) | 0.0 | $275k | -6% | 2.8k | 97.42 |
|
| National Retail Properties (NNN) | 0.0 | $275k | NEW | 5.9k | 46.53 |
|
| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.0 | $268k | NEW | 4.5k | 59.25 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $267k | NEW | 2.9k | 91.68 |
|
| Texas Roadhouse (TXRH) | 0.0 | $266k | -11% | 1.4k | 193.23 |
|
| Host Hotels & Resorts (HST) | 0.0 | $261k | NEW | 11k | 23.71 |
|
| Equity Lifestyle Properties (ELS) | 0.0 | $261k | +15% | 4.0k | 64.45 |
|
| Axis Cap Hldgs SHS (AXS) | 0.0 | $260k | -17% | 2.4k | 107.44 |
|
| Richmond Mut Bancorporatin I (RMBI) | 0.0 | $259k | -52% | 16k | 15.88 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $254k | +9% | 11k | 22.37 |
|
| Nucor Corporation (NUE) | 0.0 | $252k | NEW | 1.1k | 222.70 |
|
| Hf Sinclair Corp (DINO) | 0.0 | $251k | -2% | 3.6k | 69.65 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $248k | -19% | 2.1k | 116.67 |
|
| Antero Res (AR) | 0.0 | $245k | +23% | 7.0k | 35.14 |
|
| Burlington Stores (BURL) | 0.0 | $245k | NEW | 772.00 | 316.80 |
|
| Zoetis Cl A (ZTS) | 0.0 | $244k | -12% | 3.4k | 71.85 |
|
| Reinsurance Group Amer Com New (RGA) | 0.0 | $244k | -14% | 1.1k | 212.65 |
|
| Mongodb Cl A (MDB) | 0.0 | $242k | -23% | 720.00 | 335.90 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $242k | NEW | 985.00 | 245.28 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $241k | -17% | 1.2k | 205.03 |
|
| Lyondellbasell Industries Nv Shs A (LYB) | 0.0 | $240k | NEW | 4.6k | 52.65 |
|
| Iridium Communications (IRDM) | 0.0 | $240k | NEW | 4.4k | 54.85 |
|
| Acuity Brands (AYI) | 0.0 | $239k | NEW | 634.00 | 376.66 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $239k | -14% | 4.2k | 57.25 |
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $238k | NEW | 8.1k | 29.54 |
|
| FactSet Research Systems (FDS) | 0.0 | $236k | NEW | 1.0k | 230.08 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $236k | 2.4k | 96.46 |
|
|
| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $235k | NEW | 1.9k | 123.44 |
|
| Prudential Financial (PRU) | 0.0 | $235k | NEW | 2.2k | 107.93 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $230k | -29% | 6.8k | 34.00 |
|
| New York Times Co Mtn Be Cl A (NYT) | 0.0 | $230k | 3.3k | 69.98 |
|
|
| Cubesmart (CUBE) | 0.0 | $228k | NEW | 5.7k | 39.77 |
|
| Trex Company (TREX) | 0.0 | $227k | NEW | 4.5k | 50.04 |
|
| EQT Corporation (EQT) | 0.0 | $225k | -16% | 4.2k | 53.17 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $225k | NEW | 113.00 | 1989.44 |
|
| Western Alliance Bancorporation (WAL) | 0.0 | $225k | NEW | 2.7k | 82.20 |
|
| Five Below (FIVE) | 0.0 | $223k | -24% | 1.2k | 179.79 |
|
| Owens Corning (OC) | 0.0 | $223k | NEW | 1.4k | 158.96 |
|
| Wec Energy Group (WEC) | 0.0 | $222k | NEW | 1.9k | 116.77 |
|
| Hilltop Holdings (HTH) | 0.0 | $221k | 5.7k | 38.78 |
|
|
| Echostar Corp Cl A | 0.0 | $221k | -32% | 2.2k | 101.50 |
|
| Onemain Holdings (OMF) | 0.0 | $219k | NEW | 3.6k | 60.97 |
|
| Servicenow (NOW) | 0.0 | $218k | -66% | 2.2k | 99.28 |
|
| Bankwell Financial (BWFG) | 0.0 | $217k | NEW | 3.7k | 58.75 |
|
| Garmin SHS (GRMN) | 0.0 | $216k | NEW | 910.00 | 237.54 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $215k | -29% | 2.1k | 103.46 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $214k | -16% | 1.9k | 111.45 |
|
| Everest Re Group (EG) | 0.0 | $214k | NEW | 598.00 | 357.23 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $213k | NEW | 1.9k | 114.18 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $212k | NEW | 693.00 | 306.30 |
|
| Prologis (PLD) | 0.0 | $211k | -35% | 1.6k | 135.47 |
|
| Mosaic (MOS) | 0.0 | $210k | NEW | 9.9k | 21.19 |
|
| Progressive Corporation (PGR) | 0.0 | $210k | -34% | 961.00 | 218.56 |
|
| Ishares Tr Ishs 1 5yr Invs (IGSB) | 0.0 | $210k | NEW | 4.0k | 52.41 |
|
| Waterstone Financial (WSBF) | 0.0 | $210k | 10k | 20.73 |
|
|
| Equifax (EFX) | 0.0 | $209k | -18% | 1.3k | 158.72 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $208k | 6.6k | 31.71 |
|
|
| TowneBank (TOWN) | 0.0 | $207k | NEW | 5.7k | 36.24 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $207k | NEW | 1.3k | 158.66 |
|
| Alcoa (AA) | 0.0 | $206k | -29% | 4.0k | 52.14 |
|
| First Financial Corporation (THFF) | 0.0 | $206k | NEW | 2.7k | 77.44 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $206k | -29% | 2.9k | 71.60 |
|
| Carnival Corp Common Shares (CCL) | 0.0 | $206k | NEW | 7.2k | 28.57 |
|
| CoStar (CSGP) | 0.0 | $206k | NEW | 7.3k | 28.32 |
|
| Ross Stores (ROST) | 0.0 | $204k | NEW | 960.00 | 212.85 |
|
| Robert Half International (RHI) | 0.0 | $204k | NEW | 6.6k | 30.70 |
|
| Home Fed Bancorp Inc La (HFBL) | 0.0 | $204k | NEW | 9.7k | 20.99 |
|
| Eastern Bankshares (EBC) | 0.0 | $203k | NEW | 9.1k | 22.24 |
|
| Domino's Pizza (DPZ) | 0.0 | $203k | NEW | 686.00 | 296.04 |
|
| Api Group Corp Com Stk (APG) | 0.0 | $203k | -16% | 4.8k | 42.35 |
|
| Ford Motor Company (F) | 0.0 | $202k | +27% | 15k | 13.90 |
|
| Ameriprise Financial (AMP) | 0.0 | $202k | -41% | 441.00 | 458.76 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $196k | -6% | 17k | 11.23 |
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $179k | NEW | 15k | 11.89 |
|
| Western New England Ban (WNEB) | 0.0 | $171k | 12k | 14.30 |
|
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $155k | NEW | 15k | 10.57 |
|
| Newell Rubbermaid (NWL) | 0.0 | $152k | +3% | 25k | 6.14 |
|
| Franklin Xrp Trust Franklin Xrp Etf (XRPZ) | 0.0 | $117k | NEW | 10k | 11.35 |
|
| Manhattan Bridge Capital (LOAN) | 0.0 | $108k | -11% | 108k | 1.00 |
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $73k | NEW | 13k | 5.73 |
|
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 2026 Q2 filed July 29, 2026
- Beese Fulmer Investment Management 2026 Q1 filed April 16, 2026
- 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