Beese Fulmer Investment Management, Inc. Top Holdings and 13F Report (2025) About Beese Fulmer Investment Management, Inc.Investment ActivityBeese 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 $69,918,608Apple $65,335,369Broadcom $47,663,583Amazon.com $39,613,390Mastercard $37,673,788 Largest New Holdings this Quarter 464287408 - iShares S&P 500 Value ETF $12,489,589 Holding099502106 - Booz Allen Hamilton $8,853,757 Holding464287804 - iShares Core S&P Small-Cap ETF $6,116,914 Holding464287507 - iShares Core S&P Mid-Cap ETF $5,303,341 Holding46435GAA0 - 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 TimeMap of 500 Largest Holdings ofBeese Fulmer Investment Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$69,918,608$3,055,597 ▲4.6%140,5655.2%Computer and TechnologyAAPLApple$65,335,369$1,657,979 ▲2.6%318,4454.9%Computer and TechnologyAVGOBroadcom$47,663,583$167,320 ▼-0.3%172,9133.6%Computer and TechnologyAMZNAmazon.com$39,613,390$593,887 ▲1.5%180,5623.0%Retail/WholesaleMAMastercard$37,673,788$263,551 ▼-0.7%67,0422.8%Business ServicesCOSTCostco Wholesale$30,180,305$121,763 ▲0.4%30,4872.2%Retail/WholesaleBRK.BBerkshire Hathaway$28,574,449$604,298 ▲2.2%58,8232.1%FinanceJPMJPMorgan Chase & Co.$27,289,846$790,876 ▲3.0%94,1322.0%FinanceNFLXNetflix$26,912,496$69,635 ▼-0.3%20,0972.0%Consumer DiscretionaryGOOGLAlphabet$26,869,464$420,309 ▲1.6%152,4682.0%Computer and TechnologyORLYO'Reilly Automotive$26,778,795$24,972,950 ▲1,382.9%297,1132.0%Retail/WholesaleMETAMeta Platforms$25,880,530$25,833 ▲0.1%35,0641.9%Computer and TechnologyRTXRTX$25,685,139$160,914 ▲0.6%175,9021.9%AerospaceGOOGAlphabet$23,005,000$169,407 ▼-0.7%129,6861.7%Computer and TechnologyXOMExxon Mobil$21,634,537$534,689 ▲2.5%200,6911.6%EnergyDELLDell Technologies$21,482,620$249,001 ▼-1.1%175,2251.6%Computer and TechnologyTJXTJX Companies$21,165,562$162,636 ▲0.8%171,3951.6%Retail/WholesalePMPhilip Morris International$20,487,564$45,532 ▲0.2%112,4891.5%Consumer StaplesJNJJohnson & Johnson$20,198,448$540,583 ▲2.7%132,2321.5%MedicalPGProcter & Gamble$19,698,044$438,768 ▲2.3%123,6381.5%Consumer StaplesCRMSalesforce$18,191,989$705,450 ▲4.0%66,7131.4%Computer and TechnologyGSThe Goldman Sachs Group$18,062,488$314,241 ▲1.8%25,5211.3%FinanceICEIntercontinental Exchange$17,767,785$75,590 ▲0.4%96,8431.3%FinanceSYKStryker$17,154,134$275,359 ▲1.6%43,3591.3%MedicalETNEaton$17,116,397$1,443,681 ▲9.2%47,9461.3%IndustrialsCBChubb$16,778,742$59,392 ▼-0.4%57,9141.2%FinanceDISWalt Disney$16,293,793$266,497 ▲1.7%131,3911.2%Consumer DiscretionaryKLACKLA$15,635,142$306,343 ▲2.0%17,4551.2%Computer and TechnologyMCDMcDonald's$15,545,591$251,560 ▲1.6%53,2071.2%Retail/WholesaleARISTA NETWORKS INC COM SHS$14,645,370$402,078 ▲2.8%143,1471.1%StockCVXChevron$14,404,977$267,051 ▲1.9%100,6001.1%EnergyCMICummins$14,392,183$418,869 ▲3.0%43,9461.1%Auto/Tires/TrucksLINDE PLC SHS$14,343,302$102,281 ▲0.7%30,5711.1%StockABTAbbott Laboratories$14,149,234$354,850 ▲2.6%104,0311.1%MedicalMRKMerck & Co., Inc.$13,230,622$346,324 ▲2.7%167,1381.0%MedicalIVWiShares S&P 500 Growth ETF$12,863,331$12,565,510 ▲4,219.1%116,8331.0%ETFKOCocaCola$12,719,364$5,377 ▲0.0%179,7790.9%Consumer StaplesVCSHVanguard Short-Term Corporate Bond ETF$12,625,092$914,251 ▲7.8%158,8060.9%ETFIVEiShares S&P 500 Value ETF$12,489,589$12,489,589 ▲New Holding63,9120.9%ETFHDHome Depot$11,703,624$481,036 ▲4.3%31,9210.9%Retail/WholesaleEWEdwards Lifesciences$11,001,644$285,466 ▲2.7%140,6680.8%MedicalUNPUnion Pacific$10,856,698$309,685 ▲2.9%47,1870.8%TransportationAONAON$9,531,465$163,044 ▲1.7%26,7160.7%FinanceCOPConocoPhillips$9,189,150$37,691 ▼-0.4%102,3970.7%EnergyADBEAdobe$9,046,802$625,585 ▲7.4%23,3840.7%Computer and TechnologyLOWLowe's Companies$9,026,358$175,278 ▲2.0%40,6830.7%Retail/WholesaleBAHBooz Allen Hamilton$8,853,757$8,853,757 ▲New Holding85,0260.7%Business ServicesPEPPepsiCo$8,617,157$151,713 ▼-1.7%65,2620.6%Consumer StaplesDHID.R. Horton$8,555,493$496,598 ▲6.2%66,3630.6%ConstructionIRIngersoll Rand$8,038,832$366,906 ▼-4.4%96,6440.6%IndustrialsABBVAbbVie$7,040,405$521,965 ▲8.0%37,9290.5%MedicalCWCurtiss-Wright$6,800,127$203,237 ▼-2.9%13,9190.5%AerospaceTMUST-Mobile US$6,649,360$1,008,316 ▲17.9%27,9080.5%Computer and TechnologyCATCaterpillar$6,620,341$329,969 ▲5.2%17,0540.5%IndustrialsEOGEOG Resources$6,614,986$166,855 ▲2.6%55,3050.5%EnergyHSYHershey$6,569,726$82,808 ▼-1.2%39,5890.5%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$6,116,914$6,116,914 ▲New Holding55,9700.5%ETFBRK.ABerkshire Hathaway$5,830,4000.0%80.4%FinanceNOCNorthrop Grumman$5,509,526$211,001 ▲4.0%11,0190.4%AerospaceIJHiShares Core S&P Mid-Cap ETF$5,303,341$5,303,341 ▲New Holding85,5100.4%ETFDEDeere & Company$5,104,730$818,669 ▲19.1%10,0390.4%IndustrialsSPYSPDR S&P 500 ETF Trust$5,099,094$375,033 ▲7.9%8,2530.4%FinanceNVDANVIDIA$4,994,252$105,854 ▲2.2%31,6110.4%Computer and TechnologyAXPAmerican Express$4,849,288$190,437 ▲4.1%15,2020.4%FinanceADPAutomatic Data Processing$4,778,025$288,970 ▲6.4%15,4930.4%Computer and TechnologyFMNBFarmers National Banc$4,662,964$51,712 ▼-1.1%338,1410.3%FinanceTTTrane Technologies$4,380,611$250,633 ▲6.1%10,0150.3%ConstructionROKRockwell Automation$4,375,777$54,477 ▲1.3%13,1730.3%Computer and TechnologySHWSherwin-Williams$4,283,279$166,181 ▼-3.7%12,4750.3%Basic MaterialsCMCSAComcast$4,245,938$176,916 ▼-4.0%118,9670.3%Consumer DiscretionaryGEGE Aerospace$4,155,532$207,455 ▲5.3%16,1450.3%AerospaceRSPInvesco S&P 500 Equal Weight ETF$4,110,757$3,566,812 ▲655.7%22,6190.3%ETFMCKMcKesson$3,875,673$74,011 ▼-1.9%5,2890.3%MedicalHBANHuntington Bancshares$3,872,967$183,857 ▲5.0%231,0840.3%FinanceCIVBCivista Bancshares$3,853,172$30,137 ▼-0.8%166,0850.3%FinanceVIGVanguard Dividend Appreciation ETF$3,544,927$963,189 ▲37.3%17,3200.3%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$3,446,343$3,446,343 ▲New Holding142,1170.3%ETFAXONAxon Enterprise$3,402,005$45,537 ▼-1.3%4,1090.3%AerospaceIBDQiShares iBonds Dec 2025 Term Corporate ETF$3,401,361$3,401,361 ▲New Holding135,0820.3%ETFFLOTiShares Floating Rate Bond ETF$3,380,625$3,380,625 ▲New Holding66,2610.3%ETFIBMInternational Business Machines$3,354,046$328,094 ▲10.8%11,3780.2%Computer and TechnologyIBDSiShares iBonds Dec 2027 Term Corporate ETF$3,331,315$3,331,315 ▲New Holding137,2610.2%ETFIEFAiShares Core MSCI EAFE ETF$3,285,008$3,285,008 ▲New Holding39,3510.2%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$3,261,369$3,261,369 ▲New Holding128,2990.2%ETFTDGTransdigm Group$3,182,700$41,057 ▲1.3%2,0930.2%AerospaceEMREmerson Electric$3,164,927$37,865 ▼-1.2%23,7380.2%IndustrialsFCXFreeport-McMoRan$3,152,543$210,551 ▲7.2%72,7230.2%Basic MaterialsTDYTeledyne Technologies$3,124,066$54,305 ▼-1.7%6,0980.2%AerospaceMKLMarkel Group$3,010,0220.0%1,5070.2%Multi-Sector ConglomeratesAPDAir Products and Chemicals$2,964,220$137,366 ▲4.9%10,5090.2%Basic MaterialsQCOMQUALCOMM$2,709,268$178,208 ▲7.0%17,0120.2%Computer and TechnologyNSCNorfolk Southern$2,657,527$40,188 ▼-1.5%10,3820.2%TransportationLLYEli Lilly and Company$2,531,892$856,696 ▲51.1%3,2480.2%MedicalCRWDCrowdStrike$2,473,209$6,112 ▲0.2%4,8560.2%Computer and TechnologyWMTWalmart$2,438,744$179,916 ▲8.0%24,9410.2%Retail/WholesalePFEPfizer$2,433,787$1,002,419 ▲70.0%100,4040.2%MedicalLAMRLamar Advertising$2,383,753$48,544 ▼-2.0%19,6420.2%FinanceTAT&T$2,370,224$153,122 ▲6.9%81,9010.2%Computer and TechnologyIBDUiShares iBonds Dec 2029 Term Corporate ETF$2,261,699$2,261,699 ▲New Holding96,9440.2%ETFKMPRKemper$2,246,315$151,475 ▼-6.3%34,8050.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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