Beese Fulmer Investment Management, Inc. Top Holdings and 13F Report (2026)

About Beese Fulmer Investment Management, Inc.

Investment Activity

Beese Fulmer Investment Management, Inc. has $1.73 billion in total holdings as of June 30, 2026.
Beese Fulmer Investment Management, Inc. owns shares of 401 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
Approximately 5.88% of the portfolio was purchased this quarter.
About 6.38% of the portfolio was sold this quarter.
This quarter, Beese Fulmer Investment Management, Inc. has purchased 435 new stocks and bought additional shares in 170 stocks.
Beese Fulmer Investment Management, Inc. sold shares of 153 stocks and completely divested from 100 stocks this quarter.

Largest Holdings

Apple: $93,119,864
Dell Technologies: $70,637,789
Broadcom: $62,178,507
Alphabet: $53,831,449
Microsoft: $53,687,053

Largest New Holdings this Quarter

82889N640 - Simplify Treasury Option Income ETF: $1,360,148 Holding
46436E478 - iShares iBonds 2027 Term High Yield and Income ETF: $816,947 Holding
80004C200 - SANDISK CORP: $636,644 Holding
144285103 - Carpenter Technology: $579,830 Holding
60855R100 - Molina Healthcare: $516,405 Holding

Largest Purchases this Quarter

KLA: 137,914 shares (about $41.61M)
Vanguard Short-Term Corporate Bond ETF: 122,949 shares (about $9.72M)
iShares iBonds Dec 2028 Term Corporate ETF: 65,355 shares (about $1.65M)
Eli Lilly and Company: 1,291 shares (about $1.55M)
Simplify Treasury Option Income ETF: 58,076 shares (about $1.36M)

Largest Sales this Quarter

Micron Technology: 10,717 shares (about $12.37M)
Boston Scientific: 213,012 shares (about $9.09M)
Dell Technologies: 12,471 shares (about $5.38M)
Broadcom: 3,698 shares (about $1.40M)
Alphabet: 2,369 shares (about $837.04K)

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
AAPL Apple	$93,119,864	$190,110 â–¼	-0.2%	321,813	5.4%	Computer and Technology
DELL Dell Technologies	$70,637,789	$5,380,739 â–¼	-7.1%	163,718	4.1%	Computer and Technology
AVGO Broadcom	$62,178,507	$1,396,922 â–¼	-2.2%	164,602	3.6%	Computer and Technology
GOOGL Alphabet	$53,831,449	$562,859 â–¼	-1.0%	150,632	3.1%	Computer and Technology
MSFT Microsoft	$53,687,053	$148,835 â–²	0.3%	143,925	3.1%	Computer and Technology
MU Micron Technology	$51,636,800	$12,370,439 â–¼	-19.3%	44,735	3.0%	Computer and Technology
KLAC KLA	$46,850,624	$41,609,934 â–²	794.0%	155,284	2.7%	Computer and Technology
AMZN Amazon.com	$45,440,713	$355,365 â–²	0.8%	190,655	2.6%	Retail/Wholesale
GOOG Alphabet	$42,357,955	$837,040 â–¼	-1.9%	119,882	2.4%	Computer and Technology
JNJ Johnson & Johnson	$34,762,400	$302,732 â–²	0.9%	136,876	2.0%	Medical
MA Mastercard	$34,116,581	$36,979 â–²	0.1%	66,426	2.0%	Business Services
RTX RTX	$33,604,667	$197,509 â–²	0.6%	177,118	1.9%	Aerospace
JPM JPMorgan Chase & Co.	$31,135,510	$233,713 â–²	0.8%	95,120	1.8%	Finance
CMI Cummins	$30,950,400	$368,729 â–¼	-1.2%	43,396	1.8%	Auto/Tires/Trucks
BRK.B Berkshire Hathaway	$30,261,085	$11,009 â–¼	0.0%	60,475	1.7%	Finance
COST Costco Wholesale	$29,517,507	$152,480 â–²	0.5%	31,554	1.7%	Retail/Wholesale
VCSH Vanguard Short-Term Corporate Bond ETF	$28,977,755	$9,716,654 â–²	50.4%	366,668	1.7%	ETF
TJX TJX Companies	$27,247,669	$44,086 â–²	0.2%	179,853	1.6%	Retail/Wholesale
ORLY O'Reilly Automotive	$26,783,732	$242,289 â–¼	-0.9%	290,843	1.5%	Retail/Wholesale
GS The Goldman Sachs Group	$26,019,100	$136,533 â–¼	-0.5%	25,727	1.5%	Finance
ARISTA NETWORKS INC	$25,866,608	$104,306 â–²	0.4%	152,264	1.5%	COM SHS
NVDA NVIDIA	$25,701,196	$618,279 â–²	2.5%	128,448	1.5%	Computer and Technology
ETN Eaton	$22,705,010	$605,518 â–²	2.7%	53,283	1.3%	Industrials
PM Philip Morris International	$21,769,862	$403,611 â–²	1.9%	120,335	1.3%	Consumer Staples
META Meta Platforms	$21,468,635	$556,530 â–²	2.7%	38,113	1.2%	Computer and Technology
CB Chubb	$21,236,306	$366,355 â–²	1.8%	62,140	1.2%	Finance
PG Procter & Gamble	$17,594,098	$540,220 â–¼	-3.0%	119,982	1.0%	Consumer Staples
IBM International Business Machines	$17,086,364	$744,084 â–²	4.6%	60,760	1.0%	Computer and Technology
CAT Caterpillar	$16,800,942	$489,854 â–¼	-2.8%	15,777	1.0%	Industrials
LINDE PLC	$16,606,805	$175,923 â–²	1.1%	32,001	1.0%	SHS
CVX Chevron	$16,418,286	$127,137 â–²	0.8%	99,049	0.9%	Energy
IVW iShares S&P 500 Growth ETF	$16,337,255	$32,732 â–¼	-0.2%	118,790	0.9%	ETF
SYK Stryker	$16,102,906	$1,325,170 â–²	9.0%	51,146	0.9%	Medical
IVE iShares S&P 500 Value ETF	$15,882,155	$509,749 â–²	3.3%	69,947	0.9%	ETF
MCD McDonald's	$15,805,579	$519,536 â–²	3.4%	58,472	0.9%	Retail/Wholesale
NFLX Netflix	$15,734,105	$495,015 â–²	3.2%	220,366	0.9%	Consumer Discretionary
EW Edwards Lifesciences	$14,974,567	$425,072 â–²	2.9%	165,538	0.9%	Medical
KO CocaCola	$13,614,186	$405,523 â–¼	-2.9%	166,416	0.8%	Consumer Staples
UNP Union Pacific	$13,224,808	$59,840 â–²	0.5%	48,621	0.8%	Transportation
ICE Intercontinental Exchange	$12,854,126	$139,729 â–²	1.1%	104,412	0.7%	Finance
DIS Walt Disney	$12,517,034	$289,328 â–¼	-2.3%	130,047	0.7%	Consumer Discretionary
TDG Transdigm Group	$12,298,910	$94,576 â–²	0.8%	9,233	0.7%	Aerospace
DHI D.R. Horton	$11,813,109	$700,226 â–²	6.3%	72,526	0.7%	Construction
HD Home Depot	$11,686,326	$103,687 â–²	0.9%	33,136	0.7%	Retail/Wholesale
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$10,953,533	$20,006 â–²	0.2%	452,252	0.6%	ETF
AON AON	$10,648,484	$287,904 â–²	2.8%	32,104	0.6%	Finance
CW Curtiss-Wright	$9,954,693	$194,744 â–¼	-1.9%	13,137	0.6%	Aerospace
ABT Abbott Laboratories	$9,911,517	$42,466 â–¼	-0.4%	109,230	0.6%	Medical
ABBV AbbVie	$9,042,587	$181,179 â–²	2.0%	35,935	0.5%	Medical
LLY Eli Lilly and Company	$8,801,364	$1,548,455 â–²	21.3%	7,338	0.5%	Medical
IJR iShares Core S&P Small-Cap ETF	$8,707,468	$68,816 â–¼	-0.8%	58,711	0.5%	ETF
PEP PepsiCo	$8,319,414	$266,874 â–¼	-3.1%	61,443	0.5%	Consumer Staples
LOW Lowe's Companies	$7,793,000	$444,508 â–¼	-5.4%	35,344	0.5%	Retail/Wholesale
EOG EOG Resources	$7,429,070	$154,248 â–²	2.1%	57,266	0.4%	Energy
IJH iShares Core S&P Mid-Cap ETF	$7,129,549	$64,233 â–²	0.9%	92,459	0.4%	ETF
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$6,650,316	$1,650,213 â–²	33.0%	263,379	0.4%	ETF
GE GE Aerospace	$6,510,346	$572,552 â–¼	-8.1%	17,420	0.4%	Aerospace
ROK Rockwell Automation	$6,435,784	$131,696 â–¼	-2.0%	12,999	0.4%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$6,349,160	$145,623 â–²	2.3%	8,502	0.4%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$6,087,683	$383,406 â–²	6.7%	28,612	0.4%	ETF
HSY Hershey	$5,875,330	$600,744 â–¼	-9.3%	33,487	0.3%	Consumer Staples
FCX Freeport-McMoRan	$5,625,158	$420,044 â–²	8.1%	89,444	0.3%	Basic Materials
GE VERNOVA INC	$5,619,243	$76,364 â–¼	-1.3%	4,783	0.3%	COM
DE Deere & Company	$5,500,054	$490,952 â–¼	-8.2%	8,671	0.3%	Industrials
FMNB Farmers National Banc	$5,275,418	$174,207 â–¼	-3.2%	361,330	0.3%	Finance
BRK.A Berkshire Hathaway	$5,241,950		0.0%	7	0.3%	Finance
NOC Northrop Grumman	$5,183,581	$187,420 â–¼	-3.5%	10,178	0.3%	Aerospace
HBAN Huntington Bancshares	$4,957,584	$62,388 â–²	1.3%	277,169	0.3%	Finance
TT Trane Technologies	$4,895,788	$149,310 â–²	3.1%	9,968	0.3%	Construction
TMUS T-Mobile US	$4,721,622	$169,576 â–¼	-3.5%	28,150	0.3%	Computer and Technology
CIVB Civista Bancshares	$4,413,156	$162,096 â–¼	-3.5%	156,384	0.3%	Finance
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$4,394,056	$1,144,683 â–²	35.2%	189,726	0.3%	ETF
WALMART INC	$4,350,821	$151,204 â–¼	-3.4%	38,414	0.3%	COM
IEFA iShares Core MSCI EAFE ETF	$4,210,390	$119,179 â–²	2.9%	43,595	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$3,953,724	$39,469 â–²	1.0%	16,829	0.2%	ETF
SHW Sherwin-Williams	$3,925,922	$130,497 â–¼	-3.2%	11,402	0.2%	Basic Materials
MCK McKesson	$3,806,335	$208,774 â–¼	-5.2%	5,032	0.2%	Medical
CRWD CrowdStrike	$3,684,440	$2,289 â–²	0.1%	4,828	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$3,682,715	$186,969 â–¼	-4.8%	28,659	0.2%	Medical
FLOT iShares Floating Rate Bond ETF	$3,668,644	$404,723 â–²	12.4%	71,864	0.2%	ETF
TDY Teledyne Technologies	$3,641,941	$222,745 â–¼	-5.8%	5,461	0.2%	Aerospace
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$3,639,776	$54,251 â–²	1.5%	150,218	0.2%	ETF
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$3,601,038	$786,610 â–²	27.9%	165,185	0.2%	ETF
LITE Lumentum	$3,596,988	$96,961 â–²	2.8%	4,192	0.2%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$3,478,117	$117,481 â–¼	-3.3%	7,283	0.2%	Computer and Technology
NSC Norfolk Southern	$3,473,780	$233,431 â–²	7.2%	11,042	0.2%	Transportation
QCOM Qualcomm	$3,177,209	$128,057 â–¼	-3.9%	17,194	0.2%	Computer and Technology
AXP American Express	$3,155,681	$135,645 â–¼	-4.1%	9,329	0.2%	Finance
ADP Automatic Data Processing	$3,041,762	$7,226 â–²	0.2%	13,470	0.2%	Computer and Technology
COP ConocoPhillips	$2,974,492	$327,265 â–¼	-9.9%	28,612	0.2%	Energy
LAMR Lamar Advertising	$2,955,509	$11,854 â–²	0.4%	18,948	0.2%	Finance
FDX FedEx	$2,938,082	$5,010 â–¼	-0.2%	9,383	0.2%	Transportation
APD Air Products and Chemicals	$2,937,087	$57,757 â–¼	-1.9%	10,018	0.2%	Basic Materials
INTC Intel	$2,854,897	$119,803 â–²	4.4%	20,446	0.2%	Computer and Technology
MKL Markel Group	$2,677,577	$140,617 â–¼	-5.0%	1,371	0.2%	Multi-Sector Conglomerates
TKR Timken	$2,673,148	$11,190 â–²	0.4%	18,395	0.2%	Computer and Technology
CMCSA Comcast	$2,593,829	$184,690 â–¼	-6.6%	105,655	0.1%	Consumer Discretionary
EMR Emerson Electric	$2,543,027	$259,814 â–¼	-9.3%	17,765	0.1%	Industrials
USHY iShares Broad USD High Yield Corporate Bond ETF	$2,497,999	$907,731 â–²	57.1%	67,477	0.1%	ETF
CSX CSX	$2,429,498	$76,571 â–²	3.3%	51,115	0.1%	Transportation

Showing largest 100 holdings. View all holdings.

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Beese Fulmer Investment Management, Inc. Top Holdings and 13F Report (2026)

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

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Beese Fulmer Investment Management, Inc. Top Holdings and 13F Report (2026)

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