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, MSFT, AVGO, GOOGL, and represent 21.33% of Beese Fulmer Investment Management's stock portfolio.
- Added to shares of these 10 stocks: XOM (+$33M), GLW (+$6.0M), CRWD, ETN, VCSH, HBAN, NVDA, AMD, SNDK, IBDU.
- Started 34 new stock positions in ATO, NDSN, HPQ, ZS, AMD, SBUX, RMD, MTB, XOM, FDXF.
- Reduced shares in these 10 stocks: DELL, MU, LITE, IBDS, , EIX, COHR, FIX, TMUS, WDC.
- Sold out of its positions in APG, AYI, AA, AR, ADSK, AZO, BMRN, BURL, CI, CRS.
- Beese Fulmer Investment Management was a net buyer of stock by $32M.
- Beese Fulmer Investment Management has $1.8B in assets under management (AUM), dropping by 1.86%.
- Central Index Key (CIK): 0000911274
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Portfolio Holdings for Beese Fulmer Investment Management
Beese Fulmer Investment Management holds 356 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.0 | $107M | 320k | 333.02 |
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| Dell Technologies CL C (DELL) | 4.8 | $85M | -3% | 158k | 537.95 |
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| Microsoft Corporation (MSFT) | 4.2 | $74M | 145k | 512.90 |
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| Broadcom (AVGO) | 3.3 | $58M | 165k | 351.19 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $52M | 152k | 344.08 |
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| Amazon (AMZN) | 2.7 | $48M | 192k | 249.15 |
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| Micron Technology (MU) | 2.6 | $45M | -5% | 42k | 1065.11 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.3 | $40M | 119k | 340.74 |
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| Johnson & Johnson (JNJ) | 2.1 | $37M | 139k | 264.74 |
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| Mastercard Incorporated Cl A (MA) | 2.1 | $37M | 66k | 551.47 |
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| Exxonmobil Holdings Corp Com Shs (XOM) | 1.9 | $33M | NEW | 205k | 162.75 |
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| Raytheon Technologies Corp (RTX) | 1.9 | $33M | 177k | 185.65 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $32M | 96k | 330.83 |
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| NVIDIA Corporation (NVDA) | 1.7 | $31M | +4% | 135k | 228.63 |
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| Arista Networks Com Shs (ANET) | 1.7 | $31M | 151k | 203.59 |
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| Kla Corp Com New (KLAC) | 1.7 | $30M | 156k | 194.93 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 1.7 | $30M | +6% | 392k | 77.25 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $30M | 61k | 497.95 |
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| Costco Wholesale Corporation (COST) | 1.7 | $29M | 32k | 910.33 |
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| Meta Platforms Cl A (META) | 1.6 | $28M | 38k | 725.18 |
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| Eaton Corp SHS (ETN) | 1.5 | $26M | +13% | 61k | 429.71 |
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| O'reilly Automotive (ORLY) | 1.4 | $25M | 293k | 85.41 |
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| TJX Companies (TJX) | 1.4 | $24M | 181k | 132.31 |
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| Philip Morris International (PM) | 1.3 | $23M | 122k | 190.82 |
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| Goldman Sachs (GS) | 1.3 | $23M | 26k | 900.37 |
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| Cummins (CMI) | 1.3 | $23M | 44k | 516.57 |
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| Chubb (CB) | 1.2 | $20M | 63k | 326.26 |
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| Chevron Corporation (CVX) | 1.1 | $20M | 98k | 204.21 |
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| Procter & Gamble Company (PG) | 1.0 | $17M | 120k | 145.28 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.0 | $17M | 119k | 142.26 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.9 | $16M | +2% | 71k | 228.28 |
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| Intercontinental Exchange (ICE) | 0.9 | $16M | 106k | 152.03 |
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| Linde SHS (LIN) | 0.9 | $15M | 32k | 474.65 |
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| Netflix (NFLX) | 0.9 | $15M | 220k | 69.58 |
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| Stryker Corporation (SYK) | 0.8 | $15M | +3% | 53k | 275.39 |
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| Edwards Lifesciences (EW) | 0.8 | $15M | 169k | 86.32 |
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| Coca-Cola Company (KO) | 0.8 | $15M | 167k | 86.61 |
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| Walt Disney Company (DIS) | 0.8 | $14M | +3% | 134k | 104.90 |
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| McDonald's Corporation (MCD) | 0.8 | $14M | 59k | 230.94 |
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| Union Pacific Corporation (UNP) | 0.8 | $14M | 50k | 272.13 |
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| International Business Machines (IBM) | 0.7 | $13M | -2% | 59k | 219.93 |
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| Caterpillar (CAT) | 0.7 | $13M | 16k | 810.80 |
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| Abbott Laboratories (ABT) | 0.6 | $11M | 111k | 98.83 |
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| TransDigm Group Incorporated (TDG) | 0.6 | $10M | 9.4k | 1082.62 |
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| D.R. Horton (DHI) | 0.6 | $10M | 73k | 136.65 |
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| Ishares Tr Ibonds 27 Etf (IBDS) | 0.6 | $9.9M | -9% | 411k | 24.12 |
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| Home Depot (HD) | 0.5 | $9.5M | 33k | 284.49 |
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| Abbvie (ABBV) | 0.5 | $9.4M | 36k | 261.26 |
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| Aon Shs Cl A (AON) | 0.5 | $9.1M | +2% | 33k | 276.77 |
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| Eli Lilly & Co. (LLY) | 0.5 | $9.0M | +5% | 7.7k | 1157.04 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $8.1M | 60k | 136.04 |
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| EOG Resources (EOG) | 0.5 | $8.0M | 58k | 137.76 |
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| Pepsi (PEP) | 0.4 | $7.7M | 61k | 126.72 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.4 | $7.2M | +9% | 288k | 24.96 |
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| Corning Incorporated (GLW) | 0.4 | $7.0M | +630% | 46k | 153.76 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $6.9M | +3% | 96k | 71.95 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $6.8M | +5% | 9.0k | 762.63 |
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| Curtiss-Wright (CW) | 0.4 | $6.6M | -7% | 12k | 544.08 |
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| Lowe's Companies (LOW) | 0.4 | $6.5M | 35k | 184.29 |
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| Freeport Mcmoran CL B (FCX) | 0.4 | $6.3M | 90k | 70.00 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $6.0M | 29k | 208.02 |
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| Deere & Company (DE) | 0.3 | $5.9M | 8.8k | 671.55 |
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| Rockwell Automation (ROK) | 0.3 | $5.8M | +2% | 13k | 435.32 |
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| Huntington Bancshares Incorporated (HBAN) | 0.3 | $5.7M | +33% | 371k | 15.42 |
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| Ge Aerospace Com New (GE) | 0.3 | $5.4M | 17k | 312.29 |
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| Hershey Company (HSY) | 0.3 | $5.3M | 34k | 157.61 |
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| Farmers Natl Banc Corp (FMNB) | 0.3 | $5.3M | -2% | 351k | 15.03 |
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| Ishares Tr Ibonds Dec 29 (IBDU) | 0.3 | $5.3M | +22% | 232k | 22.69 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $5.2M | 7.00 | 747005.00 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $5.1M | +298% | 19k | 264.75 |
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| Northrop Grumman Corporation (NOC) | 0.3 | $5.1M | +2% | 11k | 483.50 |
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| McKesson Corporation (MCK) | 0.3 | $4.4M | +3% | 5.2k | 854.76 |
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| Trane Technologies SHS (TT) | 0.2 | $4.4M | -2% | 9.7k | 452.68 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $4.3M | 44k | 96.88 |
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| Merck & Co (MRK) | 0.2 | $4.2M | 29k | 144.08 |
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| Ge Vernova (GEV) | 0.2 | $4.2M | -7% | 4.4k | 950.47 |
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| Civista Bancshares Com No Par (CIVB) | 0.2 | $4.0M | -3% | 152k | 26.38 |
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| Metropcs Communications (TMUS) | 0.2 | $4.0M | -13% | 24k | 163.08 |
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| Wal-Mart Stores (WMT) | 0.2 | $3.9M | 38k | 103.92 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $3.9M | 17k | 233.31 |
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| Ishares Tr Ibonds Dec 2030 (IBDV) | 0.2 | $3.8M | +7% | 178k | 21.14 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.2 | $3.7M | 73k | 51.05 |
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| Sherwin-Williams Company (SHW) | 0.2 | $3.7M | 11k | 323.28 |
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| Automatic Data Processing (ADP) | 0.2 | $3.7M | +5% | 14k | 259.77 |
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| Norfolk Southern (NSC) | 0.2 | $3.7M | +7% | 12k | 309.00 |
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| ConocoPhillips (COP) | 0.2 | $3.6M | 29k | 125.15 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.2 | $3.6M | 150k | 24.24 |
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| Teledyne Technologies Incorporated (TDY) | 0.2 | $3.4M | +3% | 5.7k | 606.81 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $3.3M | 7.2k | 457.30 |
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| Emerson Electric (EMR) | 0.2 | $3.2M | +16% | 21k | 154.47 |
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| American Express Company (AXP) | 0.2 | $3.1M | +8% | 10k | 304.11 |
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| Qualcomm (QCOM) | 0.2 | $3.0M | -4% | 16k | 184.04 |
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| Marathon Petroleum Corp (MPC) | 0.2 | $2.8M | +2% | 7.0k | 395.44 |
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| Air Products & Chemicals (APD) | 0.2 | $2.7M | -2% | 9.7k | 278.22 |
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| Lamar Advertising Cl A (LAMR) | 0.2 | $2.7M | -2% | 19k | 144.11 |
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| Lumentum Hldgs (LITE) | 0.2 | $2.6M | -35% | 2.7k | 971.26 |
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| Intel Corporation (INTC) | 0.1 | $2.6M | +4% | 21k | 120.23 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.1 | $2.5M | +8% | 6.8k | 374.24 |
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| FedEx Corporation (FDX) | 0.1 | $2.4M | -9% | 8.5k | 286.36 |
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| Markel Corporation (MKL) | 0.1 | $2.4M | +3% | 1.4k | 1712.45 |
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| Pfizer (PFE) | 0.1 | $2.4M | 85k | 28.52 |
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| Palo Alto Networks (PANW) | 0.1 | $2.4M | -5% | 6.1k | 397.31 |
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| CSX Corporation (CSX) | 0.1 | $2.4M | 51k | 46.51 |
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| Phillips 66 (PSX) | 0.1 | $2.3M | -11% | 9.0k | 255.32 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $2.3M | -2% | 104k | 21.76 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $2.2M | 5.8k | 380.84 |
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| Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) | 0.1 | $2.2M | +62% | 94k | 23.08 |
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| Timken Company (TKR) | 0.1 | $2.1M | -2% | 18k | 116.75 |
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| SLB Com Stk (SLB) | 0.1 | $2.1M | 42k | 49.04 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $2.0M | -6% | 2.7k | 765.95 |
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| Ishares Tr Ibonds Dec 2031 (IBDW) | 0.1 | $2.0M | +8% | 101k | 20.06 |
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| Cisco Systems (CSCO) | 0.1 | $2.0M | +3% | 19k | 107.63 |
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| Bristol Myers Squibb (BMY) | 0.1 | $1.9M | -23% | 31k | 62.40 |
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| Loews Corporation (L) | 0.1 | $1.9M | +3% | 19k | 104.43 |
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| Ishares Tr Broad Usd High (USHY) | 0.1 | $1.9M | -20% | 54k | 35.72 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.9M | +20% | 24k | 80.05 |
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| General Dynamics Corporation (GD) | 0.1 | $1.9M | 5.7k | 331.83 |
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| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.1 | $1.9M | 8.6k | 216.08 |
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| Amgen (AMGN) | 0.1 | $1.9M | +25% | 4.4k | 421.48 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $1.8M | -6% | 12k | 148.65 |
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| Shell Spon Ads (SHEL) | 0.1 | $1.8M | +7% | 19k | 95.05 |
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| Dominion Resources (D) | 0.1 | $1.8M | 30k | 60.52 |
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| Visa Com Cl A (V) | 0.1 | $1.7M | +2% | 4.9k | 359.36 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.1 | $1.7M | -7% | 19k | 91.64 |
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| At&t (T) | 0.1 | $1.7M | +12% | 68k | 24.40 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.7M | +7% | 16k | 106.71 |
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| Boeing Company (BA) | 0.1 | $1.6M | 8.7k | 186.29 |
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| American Electric Power Company (AEP) | 0.1 | $1.6M | -4% | 14k | 118.64 |
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| Verizon Communications (VZ) | 0.1 | $1.6M | 35k | 45.87 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.6M | +5% | 2.2k | 700.72 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.6M | +3% | 8.3k | 188.08 |
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| Axon Enterprise (AXON) | 0.1 | $1.5M | 3.6k | 422.52 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.5M | -3% | 5.4k | 280.08 |
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| Altria (MO) | 0.1 | $1.5M | +12% | 21k | 68.41 |
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| Sandisk Corp (SNDK) | 0.1 | $1.5M | +198% | 836.00 | 1739.89 |
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| Corpay Com Shs (CPAY) | 0.1 | $1.4M | 3.7k | 388.60 |
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| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.1 | $1.4M | 29k | 49.55 |
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| Smucker J M Com New (SJM) | 0.1 | $1.4M | -4% | 12k | 118.91 |
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| Oracle Corporation (ORCL) | 0.1 | $1.4M | -2% | 9.9k | 137.29 |
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| MercadoLibre (MELI) | 0.1 | $1.3M | +39% | 777.00 | 1728.53 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.3M | -4% | 3.2k | 406.63 |
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| Fifth Third Ban (FITB) | 0.1 | $1.3M | -12% | 26k | 50.58 |
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| PNC Financial Services (PNC) | 0.1 | $1.3M | 5.8k | 222.26 |
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| Ishares Tr Ibon 2027 Te Etf (IBHG) | 0.1 | $1.3M | +58% | 59k | 21.78 |
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| Carrier Global Corporation (CARR) | 0.1 | $1.3M | +4% | 23k | 54.86 |
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| Biogen Idec (BIIB) | 0.1 | $1.2M | -7% | 5.5k | 225.88 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.2M | +13% | 9.8k | 125.26 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.2M | 1.3k | 955.22 |
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| Key (KEY) | 0.1 | $1.2M | +2% | 59k | 20.07 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.2M | 7.5k | 155.20 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.1 | $1.1M | 23k | 49.22 |
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| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.1 | $1.1M | 4.0k | 284.48 |
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| Becton, Dickinson and (BDX) | 0.1 | $1.1M | +8% | 6.3k | 179.01 |
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| Synchrony Financial (SYF) | 0.1 | $1.1M | +8% | 15k | 70.97 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.1M | NEW | 1.8k | 611.76 |
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| Millicom Intl Cellular S A Com Stk (TIGO) | 0.1 | $1.0M | 12k | 87.14 |
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| Kinder Morgan (KMI) | 0.1 | $992k | -10% | 33k | 30.15 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $988k | +7% | 1.3k | 740.52 |
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| Capital One Financial (COF) | 0.1 | $972k | +3% | 5.0k | 193.07 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $958k | +2% | 9.2k | 103.89 |
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| Goldman Sachs Etf Tr S&p 500 Premium (GPIX) | 0.1 | $927k | +79% | 17k | 55.83 |
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| Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ) | 0.1 | $899k | +23% | 16k | 57.98 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 0.1 | $897k | 10k | 90.11 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $867k | 3.1k | 277.89 |
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| Tesla Motors (TSLA) | 0.0 | $865k | -12% | 2.4k | 353.94 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $855k | -28% | 1.7k | 509.31 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $854k | -17% | 9.1k | 93.55 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $853k | +77% | 15k | 56.94 |
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| Permian Basin Rty Tr Unit Ben Int (PBT) | 0.0 | $829k | 26k | 31.48 |
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| Warner Bros Discovery Com Ser A | 0.0 | $823k | 27k | 30.95 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $814k | +73% | 1.2k | 675.29 |
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| Ponce Financial Group Common Stock (PDLB) | 0.0 | $808k | 41k | 19.94 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $785k | +2% | 17k | 47.34 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.0 | $780k | 15k | 50.56 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.0 | $760k | +55% | 2.0k | 382.08 |
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| Vanguard Index Fds Mrngstr Mid Cap (VO) | 0.0 | $755k | -4% | 9.6k | 78.42 |
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| Generac Holdings (GNRC) | 0.0 | $734k | NEW | 3.5k | 207.71 |
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| Fortinet (FTNT) | 0.0 | $716k | -15% | 4.0k | 178.76 |
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| Bloom Energy Corp Com Cl A (BE) | 0.0 | $702k | NEW | 2.5k | 276.98 |
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| Kemper Corp Del (KMPR) | 0.0 | $701k | 28k | 25.00 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $695k | -36% | 4.3k | 160.65 |
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| UnitedHealth (UNH) | 0.0 | $692k | -12% | 1.9k | 367.13 |
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| Bank of America Corporation (BAC) | 0.0 | $678k | +10% | 13k | 54.43 |
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| 3M Company (MMM) | 0.0 | $674k | 4.1k | 164.14 |
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| BP Sponsored Adr (BP) | 0.0 | $648k | -5% | 15k | 43.99 |
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| Ishares Tr Ibonds 28 Tr Hi (IBHH) | 0.0 | $647k | +16% | 28k | 23.13 |
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| AFLAC Incorporated (AFL) | 0.0 | $645k | -4% | 5.8k | 111.77 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $639k | 10k | 61.50 |
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| Cardinal Health (CAH) | 0.0 | $620k | -14% | 2.8k | 222.50 |
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| Republic Services (RSG) | 0.0 | $616k | 3.0k | 203.63 |
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| Comfort Systems USA (FIX) | 0.0 | $614k | -54% | 371.00 | 1654.09 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $609k | -9% | 9.5k | 63.89 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $605k | +2% | 7.5k | 81.16 |
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| Truist Financial Corp equities (TFC) | 0.0 | $602k | -28% | 13k | 46.30 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $576k | -46% | 3.2k | 179.29 |
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| Western Digital (WDC) | 0.0 | $569k | -51% | 1.3k | 454.46 |
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| Applied Materials (AMAT) | 0.0 | $559k | +2% | 1.1k | 511.53 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $547k | 7.0k | 78.10 |
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| Target Corporation (TGT) | 0.0 | $541k | -16% | 3.4k | 156.71 |
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| Boston Scientific Corporation (BSX) | 0.0 | $541k | +84% | 12k | 43.65 |
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| salesforce (CRM) | 0.0 | $540k | -13% | 2.3k | 230.05 |
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| Canadian Natural Resources (CNQ) | 0.0 | $537k | +15% | 11k | 47.51 |
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| General Mills (GIS) | 0.0 | $537k | -21% | 17k | 32.16 |
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| Newmont Mining Corporation (NEM) | 0.0 | $536k | -14% | 4.7k | 115.34 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $518k | +3% | 5.9k | 87.80 |
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| Gilead Sciences (GILD) | 0.0 | $514k | NEW | 3.5k | 149.04 |
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| Permian Resources Corp Class A Com (PR) | 0.0 | $510k | +4% | 24k | 21.12 |
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| RPM International (RPM) | 0.0 | $509k | -10% | 5.2k | 98.67 |
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| Centene Corporation (CNC) | 0.0 | $499k | -43% | 8.0k | 62.12 |
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| Independent Bank (INDB) | 0.0 | $496k | 6.3k | 78.30 |
|
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $489k | 2.9k | 166.98 |
|
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $482k | 7.1k | 67.83 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $480k | 8.3k | 57.76 |
|
|
| Anthem (ELV) | 0.0 | $471k | +37% | 1.2k | 388.82 |
|
| Illinois Tool Works (ITW) | 0.0 | $467k | +28% | 1.8k | 259.02 |
|
| Vanguard Index Fds Mrngstr Lrg Cap (VV) | 0.0 | $463k | +14% | 1.3k | 351.88 |
|
| Moody's Corporation (MCO) | 0.0 | $463k | -3% | 1.0k | 454.13 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $456k | NEW | 8.2k | 55.32 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $451k | -28% | 1.3k | 339.56 |
|
| CNB Financial Corporation (CCNE) | 0.0 | $448k | -12% | 14k | 33.28 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $447k | +8% | 2.1k | 210.53 |
|
| Blackrock (BLK) | 0.0 | $439k | -13% | 415.00 | 1058.32 |
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $437k | NEW | 4.0k | 109.38 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $433k | 3.8k | 114.00 |
|
|
| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $427k | 10k | 41.54 |
|
|
| Cincinnati Financial Corporation (CINF) | 0.0 | $426k | 2.7k | 159.37 |
|
|
| Williams Companies (WMB) | 0.0 | $426k | -33% | 6.3k | 67.97 |
|
| Unilever Spon Adr New (UL) | 0.0 | $419k | -2% | 6.9k | 60.73 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $418k | 4.2k | 100.55 |
|
|
| Citigroup Com New (C) | 0.0 | $417k | -3% | 3.2k | 129.48 |
|
| Servicenow (NOW) | 0.0 | $415k | +40% | 3.1k | 134.01 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $414k | +3% | 2.2k | 187.05 |
|
| Travelers Companies (TRV) | 0.0 | $410k | -18% | 1.1k | 356.45 |
|
| WesBan (WSBC) | 0.0 | $409k | 11k | 37.80 |
|
|
| FirstEnergy (FE) | 0.0 | $409k | -11% | 9.4k | 43.33 |
|
| Medtronic SHS (MDT) | 0.0 | $406k | NEW | 4.7k | 86.30 |
|
| Citizens Community Ban (CZWI) | 0.0 | $397k | 19k | 21.11 |
|
|
| Schwab Strategic Tr Mun Bd Etf (SCMB) | 0.0 | $392k | NEW | 16k | 24.16 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $387k | 2.7k | 142.57 |
|
|
| Honeywell International (HON) | 0.0 | $387k | NEW | 1.8k | 210.92 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $381k | 2.2k | 172.16 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $379k | -20% | 1.7k | 222.29 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $377k | 6.4k | 59.31 |
|
|
| MetLife (MET) | 0.0 | $375k | -4% | 4.0k | 94.17 |
|
| Flexshares Tr Nrtrn Tr Qlt Div (QDF) | 0.0 | $369k | 4.1k | 90.24 |
|
|
| J.B. Hunt Transport Services (JBHT) | 0.0 | $357k | -44% | 1.6k | 224.05 |
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $356k | NEW | 5.7k | 62.65 |
|
| Equity Lifestyle Properties (ELS) | 0.0 | $353k | +47% | 6.0k | 59.01 |
|
| Fs Ban (FSBW) | 0.0 | $351k | 8.1k | 43.29 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $348k | 4.6k | 75.40 |
|
|
| Henry Schein (HSIC) | 0.0 | $342k | +5% | 4.1k | 83.97 |
|
| Teradyne (TER) | 0.0 | $339k | -57% | 845.00 | 400.91 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $336k | +14% | 4.8k | 70.61 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $332k | +2% | 2.0k | 166.32 |
|
| American Tower Reit (AMT) | 0.0 | $331k | NEW | 2.0k | 163.69 |
|
| First Business Financial Services (FBIZ) | 0.0 | $331k | 4.8k | 68.78 |
|
|
| Technipfmc (FTI) | 0.0 | $326k | -57% | 4.8k | 67.92 |
|
| Timkensteel (MTUS) | 0.0 | $319k | 17k | 18.99 |
|
|
| Verisign (VRSN) | 0.0 | $318k | -49% | 1.1k | 282.01 |
|
| Darden Restaurants (DRI) | 0.0 | $316k | 1.6k | 193.25 |
|
|
| Viking Holdings Ord Shs (VIK) | 0.0 | $313k | -41% | 4.0k | 78.33 |
|
| Invesco Exchange Traded Fd T Biotechnology (PBE) | 0.0 | $312k | 3.2k | 97.29 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $307k | NEW | 3.1k | 97.73 |
|
| Rubrik Cl A (RBRK) | 0.0 | $306k | -41% | 2.7k | 114.47 |
|
| Southern Company (SO) | 0.0 | $301k | +17% | 3.6k | 82.89 |
|
| Ishares Tr Global 100 Etf (IOO) | 0.0 | $300k | 2.1k | 144.01 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $299k | -3% | 5.5k | 54.10 |
|
| Nxp Semiconductors N V (NXPI) | 0.0 | $298k | NEW | 1.3k | 238.39 |
|
| Nutanix Cl A (NTNX) | 0.0 | $298k | -34% | 4.2k | 70.41 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $292k | +5% | 2.0k | 148.30 |
|
| Waters Corporation (WAT) | 0.0 | $292k | -22% | 664.00 | 439.39 |
|
| Starbucks Corporation (SBUX) | 0.0 | $291k | NEW | 3.1k | 93.96 |
|
| Berkshire Hills Ban (BBT) | 0.0 | $290k | 10k | 27.99 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $289k | NEW | 1.3k | 217.60 |
|
| Vanguard Index Fds MRNGSTR MD CP GR (VOT) | 0.0 | $285k | +40% | 975.00 | 292.10 |
|
| Equinix (EQIX) | 0.0 | $283k | -49% | 280.00 | 1011.58 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $283k | NEW | 1.8k | 156.44 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $282k | 553.00 | 509.95 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $281k | -17% | 810.00 | 347.28 |
|
| Analog Devices (ADI) | 0.0 | $280k | NEW | 706.00 | 396.71 |
|
| Orrstown Financial Services (ORRF) | 0.0 | $276k | 6.8k | 40.58 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $276k | +10% | 3.2k | 85.31 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $275k | NEW | 363.00 | 758.27 |
|
| DaVita (DVA) | 0.0 | $275k | +8% | 1.6k | 174.92 |
|
| Emcor (EME) | 0.0 | $275k | -50% | 364.00 | 754.49 |
|
| General Motors Company (GM) | 0.0 | $275k | -12% | 3.6k | 77.00 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.0 | $273k | +5% | 6.9k | 39.44 |
|
| Valero Energy Corporation (VLO) | 0.0 | $271k | NEW | 698.00 | 387.76 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $270k | +51% | 3.1k | 85.68 |
|
| S&p Global (SPGI) | 0.0 | $269k | -12% | 683.00 | 394.47 |
|
| ResMed (RMD) | 0.0 | $266k | NEW | 1.2k | 221.10 |
|
| Enbridge (ENB) | 0.0 | $263k | -7% | 5.7k | 46.49 |
|
| Hometrust Bancshares (HTB) | 0.0 | $261k | 5.7k | 45.77 |
|
|
| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.0 | $259k | 4.5k | 57.27 |
|
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $258k | -56% | 1.1k | 241.31 |
|
| Kkr & Co (KKR) | 0.0 | $256k | -42% | 2.8k | 91.30 |
|
| Nucor Corporation (NUE) | 0.0 | $255k | -3% | 1.1k | 233.65 |
|
| Echostar Corp Cl A (ECHO) | 0.0 | $255k | +31% | 2.8k | 89.41 |
|
| Waste Connections (WCN) | 0.0 | $254k | -38% | 1.6k | 153.93 |
|
| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.0 | $252k | 11k | 22.32 |
|
|
| Molina Healthcare (MOH) | 0.0 | $248k | -41% | 1.3k | 189.10 |
|
| Wec Energy Group (WEC) | 0.0 | $248k | +29% | 2.5k | 100.78 |
|
| Dow (DOW) | 0.0 | $248k | -24% | 9.0k | 27.54 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $247k | -5% | 4.3k | 57.47 |
|
| Richmond Mut Bancorporatin I (RMBI) | 0.0 | $242k | 16k | 14.86 |
|
|
| Crane Company Common Stock (CR) | 0.0 | $241k | NEW | 1.2k | 204.02 |
|
| Bankwell Financial (BWFG) | 0.0 | $240k | 3.7k | 64.80 |
|
|
| Home Fed Bancorp Inc La (HFBL) | 0.0 | $240k | 9.7k | 24.77 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $240k | +26% | 2.4k | 98.77 |
|
| Honeywell Aerospace (HONA) | 0.0 | $240k | NEW | 1.5k | 155.01 |
|
| SYSCO Corporation (SYY) | 0.0 | $239k | -12% | 3.1k | 77.97 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.0 | $238k | 2.4k | 97.44 |
|
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $237k | -19% | 1.6k | 146.48 |
|
| Citizens Financial (CFG) | 0.0 | $237k | -57% | 3.7k | 63.77 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $232k | NEW | 2.1k | 109.61 |
|
| Northern Trust Corporation (NTRS) | 0.0 | $231k | -21% | 1.4k | 170.29 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $231k | -41% | 3.3k | 69.42 |
|
| Cme (CME) | 0.0 | $230k | NEW | 878.00 | 262.06 |
|
| Hp (HPQ) | 0.0 | $230k | NEW | 7.5k | 30.74 |
|
| American Water Works (AWK) | 0.0 | $230k | NEW | 1.8k | 129.47 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $229k | -51% | 1.3k | 183.37 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $229k | -34% | 696.00 | 328.66 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $228k | +11% | 126.00 | 1811.67 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $228k | -16% | 2.7k | 83.46 |
|
| Insulet Corporation (PODD) | 0.0 | $227k | NEW | 1.7k | 130.47 |
|
| Danaher Corporation (DHR) | 0.0 | $226k | -39% | 1.0k | 221.60 |
|
| Natera (NTRA) | 0.0 | $226k | NEW | 546.00 | 413.31 |
|
| Garmin SHS (GRMN) | 0.0 | $223k | -14% | 778.00 | 286.84 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $223k | -20% | 928.00 | 239.95 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $220k | 1.3k | 168.42 |
|
|
| Hilltop Holdings (HTH) | 0.0 | $215k | 5.7k | 37.66 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $214k | -22% | 793.00 | 269.95 |
|
| Dollar General (DG) | 0.0 | $213k | -33% | 1.8k | 119.58 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $213k | 6.6k | 32.53 |
|
|
| Sentinelone Cl A (S) | 0.0 | $212k | -46% | 8.9k | 23.76 |
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $210k | -39% | 1.1k | 189.40 |
|
| Nordson Corporation (NDSN) | 0.0 | $210k | NEW | 640.00 | 328.67 |
|
| Gra (GGG) | 0.0 | $209k | NEW | 2.7k | 76.84 |
|
| SYNNEX Corporation (SNX) | 0.0 | $208k | -55% | 811.00 | 256.85 |
|
| Ameriprise Financial (AMP) | 0.0 | $207k | -4% | 421.00 | 492.35 |
|
| News Corp Cl A (NWSA) | 0.0 | $207k | NEW | 7.2k | 28.73 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $206k | -15% | 1.4k | 141.84 |
|
| Zscaler Incorporated (ZS) | 0.0 | $205k | NEW | 1.0k | 199.42 |
|
| Eversource Energy (ES) | 0.0 | $205k | -42% | 3.2k | 64.16 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $205k | 4.0k | 51.23 |
|
|
| TowneBank (TOWN) | 0.0 | $204k | 5.7k | 35.93 |
|
|
| Aramark Hldgs (ARMK) | 0.0 | $204k | -42% | 3.8k | 53.55 |
|
| CarMax (KMX) | 0.0 | $203k | -38% | 3.7k | 55.11 |
|
| Paypal Holdings (PYPL) | 0.0 | $203k | NEW | 3.9k | 52.53 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $201k | -38% | 218.00 | 923.26 |
|
| Nvent Elec SHS (NVT) | 0.0 | $200k | -44% | 1.2k | 160.37 |
|
| Waterstone Financial (WSBF) | 0.0 | $198k | 10k | 19.66 |
|
|
| Dave & Buster's Entertainmnt (PLAY) | 0.0 | $194k | 30k | 6.38 |
|
|
| Franklin Xrp Trust Franklin Xrp Etf (XRPZ) | 0.0 | $166k | 10k | 16.18 |
|
|
| Western New England Ban (WNEB) | 0.0 | $164k | 12k | 13.69 |
|
|
| Manhattan Bridge Capital (LOAN) | 0.0 | $97k | -9% | 97k | 1.00 |
|
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 Q3 filed Oct. 23, 2026
- 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