Beese Fulmer Investment Management, Inc. Top Holdings and 13F Report (2025)

About Beese Fulmer Investment Management, Inc.

Investment Activity

Beese Fulmer Investment Management, Inc. has $1.34 billion in total holdings as of June 30, 2025.
Beese Fulmer Investment Management, Inc. owns shares of 285 different stocks, but just 59 companies or ETFs make up 80% of its holdings.
Approximately 10.58% of the portfolio was purchased this quarter.
About 1.71% of the portfolio was sold this quarter.
This quarter, Beese Fulmer Investment Management, Inc. has purchased 252 new stocks and bought additional shares in 148 stocks.
Beese Fulmer Investment Management, Inc. sold shares of 56 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Microsoft: $69,918,608
Apple: $65,335,369
Broadcom: $47,663,583
Amazon.com: $39,613,390
Mastercard: $37,673,788

Largest New Holdings this Quarter

464287408 - iShares S&P 500 Value ETF: $12,489,589 Holding
099502106 - Booz Allen Hamilton: $8,853,757 Holding
464287804 - iShares Core S&P Small-Cap ETF: $6,116,914 Holding
464287507 - iShares Core S&P Mid-Cap ETF: $5,303,341 Holding
46435GAA0 - iShares iBonds Dec 2026 Term Corporate ETF: $3,446,343 Holding

Largest Purchases this Quarter

O'Reilly Automotive: 277,077 shares (about $24.97M)
iShares S&P 500 Growth ETF: 114,128 shares (about $12.57M)
iShares S&P 500 Value ETF: 63,912 shares (about $12.49M)
Booz Allen Hamilton: 85,026 shares (about $8.85M)
iShares Core S&P Small-Cap ETF: 55,970 shares (about $6.12M)

Largest Sales this Quarter

UnitedHealth Group: 21,839 shares (about $6.81M)
Ingersoll Rand: 4,411 shares (about $366.91K)
Mastercard: 469 shares (about $263.55K)
Dell Technologies: 2,031 shares (about $249.00K)
JPMorgan Ultra-Short Municipal ETF: 4,000 shares (about $203.68K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$69,918,608	$3,055,597 ▲	4.6%	140,565	5.2%	Computer and Technology
AAPL Apple	$65,335,369	$1,657,979 ▲	2.6%	318,445	4.9%	Computer and Technology
AVGO Broadcom	$47,663,583	$167,320 ▼	-0.3%	172,913	3.6%	Computer and Technology
AMZN Amazon.com	$39,613,390	$593,887 ▲	1.5%	180,562	3.0%	Retail/Wholesale
MA Mastercard	$37,673,788	$263,551 ▼	-0.7%	67,042	2.8%	Business Services
COST Costco Wholesale	$30,180,305	$121,763 ▲	0.4%	30,487	2.2%	Retail/Wholesale
BRK.B Berkshire Hathaway	$28,574,449	$604,298 ▲	2.2%	58,823	2.1%	Finance
JPM JPMorgan Chase & Co.	$27,289,846	$790,876 ▲	3.0%	94,132	2.0%	Finance
NFLX Netflix	$26,912,496	$69,635 ▼	-0.3%	20,097	2.0%	Consumer Discretionary
GOOGL Alphabet	$26,869,464	$420,309 ▲	1.6%	152,468	2.0%	Computer and Technology
ORLY O'Reilly Automotive	$26,778,795	$24,972,950 ▲	1,382.9%	297,113	2.0%	Retail/Wholesale
META Meta Platforms	$25,880,530	$25,833 ▲	0.1%	35,064	1.9%	Computer and Technology
RTX RTX	$25,685,139	$160,914 ▲	0.6%	175,902	1.9%	Aerospace
GOOG Alphabet	$23,005,000	$169,407 ▼	-0.7%	129,686	1.7%	Computer and Technology
XOM Exxon Mobil	$21,634,537	$534,689 ▲	2.5%	200,691	1.6%	Energy
DELL Dell Technologies	$21,482,620	$249,001 ▼	-1.1%	175,225	1.6%	Computer and Technology
TJX TJX Companies	$21,165,562	$162,636 ▲	0.8%	171,395	1.6%	Retail/Wholesale
PM Philip Morris International	$20,487,564	$45,532 ▲	0.2%	112,489	1.5%	Consumer Staples
JNJ Johnson & Johnson	$20,198,448	$540,583 ▲	2.7%	132,232	1.5%	Medical
PG Procter & Gamble	$19,698,044	$438,768 ▲	2.3%	123,638	1.5%	Consumer Staples
CRM Salesforce	$18,191,989	$705,450 ▲	4.0%	66,713	1.4%	Computer and Technology
GS The Goldman Sachs Group	$18,062,488	$314,241 ▲	1.8%	25,521	1.3%	Finance
ICE Intercontinental Exchange	$17,767,785	$75,590 ▲	0.4%	96,843	1.3%	Finance
SYK Stryker	$17,154,134	$275,359 ▲	1.6%	43,359	1.3%	Medical
ETN Eaton	$17,116,397	$1,443,681 ▲	9.2%	47,946	1.3%	Industrials
CB Chubb	$16,778,742	$59,392 ▼	-0.4%	57,914	1.2%	Finance
DIS Walt Disney	$16,293,793	$266,497 ▲	1.7%	131,391	1.2%	Consumer Discretionary
KLAC KLA	$15,635,142	$306,343 ▲	2.0%	17,455	1.2%	Computer and Technology
MCD McDonald's	$15,545,591	$251,560 ▲	1.6%	53,207	1.2%	Retail/Wholesale
ARISTA NETWORKS INC COM SHS	$14,645,370	$402,078 ▲	2.8%	143,147	1.1%	Stock
CVX Chevron	$14,404,977	$267,051 ▲	1.9%	100,600	1.1%	Energy
CMI Cummins	$14,392,183	$418,869 ▲	3.0%	43,946	1.1%	Auto/Tires/Trucks
LINDE PLC SHS	$14,343,302	$102,281 ▲	0.7%	30,571	1.1%	Stock
ABT Abbott Laboratories	$14,149,234	$354,850 ▲	2.6%	104,031	1.1%	Medical
MRK Merck & Co., Inc.	$13,230,622	$346,324 ▲	2.7%	167,138	1.0%	Medical
IVW iShares S&P 500 Growth ETF	$12,863,331	$12,565,510 ▲	4,219.1%	116,833	1.0%	ETF
KO CocaCola	$12,719,364	$5,377 ▲	0.0%	179,779	0.9%	Consumer Staples
VCSH Vanguard Short-Term Corporate Bond ETF	$12,625,092	$914,251 ▲	7.8%	158,806	0.9%	ETF
IVE iShares S&P 500 Value ETF	$12,489,589	$12,489,589 ▲	New Holding	63,912	0.9%	ETF
HD Home Depot	$11,703,624	$481,036 ▲	4.3%	31,921	0.9%	Retail/Wholesale
EW Edwards Lifesciences	$11,001,644	$285,466 ▲	2.7%	140,668	0.8%	Medical
UNP Union Pacific	$10,856,698	$309,685 ▲	2.9%	47,187	0.8%	Transportation
AON AON	$9,531,465	$163,044 ▲	1.7%	26,716	0.7%	Finance
COP ConocoPhillips	$9,189,150	$37,691 ▼	-0.4%	102,397	0.7%	Energy
ADBE Adobe	$9,046,802	$625,585 ▲	7.4%	23,384	0.7%	Computer and Technology
LOW Lowe's Companies	$9,026,358	$175,278 ▲	2.0%	40,683	0.7%	Retail/Wholesale
BAH Booz Allen Hamilton	$8,853,757	$8,853,757 ▲	New Holding	85,026	0.7%	Business Services
PEP PepsiCo	$8,617,157	$151,713 ▼	-1.7%	65,262	0.6%	Consumer Staples
DHI D.R. Horton	$8,555,493	$496,598 ▲	6.2%	66,363	0.6%	Construction
IR Ingersoll Rand	$8,038,832	$366,906 ▼	-4.4%	96,644	0.6%	Industrials
ABBV AbbVie	$7,040,405	$521,965 ▲	8.0%	37,929	0.5%	Medical
CW Curtiss-Wright	$6,800,127	$203,237 ▼	-2.9%	13,919	0.5%	Aerospace
TMUS T-Mobile US	$6,649,360	$1,008,316 ▲	17.9%	27,908	0.5%	Computer and Technology
CAT Caterpillar	$6,620,341	$329,969 ▲	5.2%	17,054	0.5%	Industrials
EOG EOG Resources	$6,614,986	$166,855 ▲	2.6%	55,305	0.5%	Energy
HSY Hershey	$6,569,726	$82,808 ▼	-1.2%	39,589	0.5%	Consumer Staples
IJR iShares Core S&P Small-Cap ETF	$6,116,914	$6,116,914 ▲	New Holding	55,970	0.5%	ETF
BRK.A Berkshire Hathaway	$5,830,400		0.0%	8	0.4%	Finance
NOC Northrop Grumman	$5,509,526	$211,001 ▲	4.0%	11,019	0.4%	Aerospace
IJH iShares Core S&P Mid-Cap ETF	$5,303,341	$5,303,341 ▲	New Holding	85,510	0.4%	ETF
DE Deere & Company	$5,104,730	$818,669 ▲	19.1%	10,039	0.4%	Industrials
SPY SPDR S&P 500 ETF Trust	$5,099,094	$375,033 ▲	7.9%	8,253	0.4%	Finance
NVDA NVIDIA	$4,994,252	$105,854 ▲	2.2%	31,611	0.4%	Computer and Technology
AXP American Express	$4,849,288	$190,437 ▲	4.1%	15,202	0.4%	Finance
ADP Automatic Data Processing	$4,778,025	$288,970 ▲	6.4%	15,493	0.4%	Computer and Technology
FMNB Farmers National Banc	$4,662,964	$51,712 ▼	-1.1%	338,141	0.3%	Finance
TT Trane Technologies	$4,380,611	$250,633 ▲	6.1%	10,015	0.3%	Construction
ROK Rockwell Automation	$4,375,777	$54,477 ▲	1.3%	13,173	0.3%	Computer and Technology
SHW Sherwin-Williams	$4,283,279	$166,181 ▼	-3.7%	12,475	0.3%	Basic Materials
CMCSA Comcast	$4,245,938	$176,916 ▼	-4.0%	118,967	0.3%	Consumer Discretionary
GE GE Aerospace	$4,155,532	$207,455 ▲	5.3%	16,145	0.3%	Aerospace
RSP Invesco S&P 500 Equal Weight ETF	$4,110,757	$3,566,812 ▲	655.7%	22,619	0.3%	ETF
MCK McKesson	$3,875,673	$74,011 ▼	-1.9%	5,289	0.3%	Medical
HBAN Huntington Bancshares	$3,872,967	$183,857 ▲	5.0%	231,084	0.3%	Finance
CIVB Civista Bancshares	$3,853,172	$30,137 ▼	-0.8%	166,085	0.3%	Finance
VIG Vanguard Dividend Appreciation ETF	$3,544,927	$963,189 ▲	37.3%	17,320	0.3%	ETF
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$3,446,343	$3,446,343 ▲	New Holding	142,117	0.3%	ETF
AXON Axon Enterprise	$3,402,005	$45,537 ▼	-1.3%	4,109	0.3%	Aerospace
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$3,401,361	$3,401,361 ▲	New Holding	135,082	0.3%	ETF
FLOT iShares Floating Rate Bond ETF	$3,380,625	$3,380,625 ▲	New Holding	66,261	0.3%	ETF
IBM International Business Machines	$3,354,046	$328,094 ▲	10.8%	11,378	0.2%	Computer and Technology
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$3,331,315	$3,331,315 ▲	New Holding	137,261	0.2%	ETF
IEFA iShares Core MSCI EAFE ETF	$3,285,008	$3,285,008 ▲	New Holding	39,351	0.2%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$3,261,369	$3,261,369 ▲	New Holding	128,299	0.2%	ETF
TDG Transdigm Group	$3,182,700	$41,057 ▲	1.3%	2,093	0.2%	Aerospace
EMR Emerson Electric	$3,164,927	$37,865 ▼	-1.2%	23,738	0.2%	Industrials
FCX Freeport-McMoRan	$3,152,543	$210,551 ▲	7.2%	72,723	0.2%	Basic Materials
TDY Teledyne Technologies	$3,124,066	$54,305 ▼	-1.7%	6,098	0.2%	Aerospace
MKL Markel Group	$3,010,022		0.0%	1,507	0.2%	Multi-Sector Conglomerates
APD Air Products and Chemicals	$2,964,220	$137,366 ▲	4.9%	10,509	0.2%	Basic Materials
QCOM QUALCOMM	$2,709,268	$178,208 ▲	7.0%	17,012	0.2%	Computer and Technology
NSC Norfolk Southern	$2,657,527	$40,188 ▼	-1.5%	10,382	0.2%	Transportation
LLY Eli Lilly and Company	$2,531,892	$856,696 ▲	51.1%	3,248	0.2%	Medical
CRWD CrowdStrike	$2,473,209	$6,112 ▲	0.2%	4,856	0.2%	Computer and Technology
WMT Walmart	$2,438,744	$179,916 ▲	8.0%	24,941	0.2%	Retail/Wholesale
PFE Pfizer	$2,433,787	$1,002,419 ▲	70.0%	100,404	0.2%	Medical
LAMR Lamar Advertising	$2,383,753	$48,544 ▼	-2.0%	19,642	0.2%	Finance
T AT&T	$2,370,224	$153,122 ▲	6.9%	81,901	0.2%	Computer and Technology
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$2,261,699	$2,261,699 ▲	New Holding	96,944	0.2%	ETF
KMPR Kemper	$2,246,315	$151,475 ▼	-6.3%	34,805	0.2%	Finance

Showing largest 100 holdings. View all holdings.

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Beese Fulmer Investment Management, Inc. Top Holdings and 13F Report (2025)

About Beese Fulmer Investment Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Beese Fulmer Investment Management, Inc. Top Holdings and 13F Report (2025)

About Beese Fulmer Investment Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBeese Fulmer Investment Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools