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 $1.56 billion in total holdings as of March 31, 2026.
Beese Fulmer Investment Management, Inc. owns shares of 435 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
Approximately 6.07% of the portfolio was purchased this quarter.
About 15.46% of the portfolio was sold this quarter.
This quarter, Beese Fulmer Investment Management, Inc. has purchased 395 new stocks and bought additional shares in 171 stocks.
Beese Fulmer Investment Management, Inc. sold shares of 164 stocks and completely divested from 47 stocks this quarter.

Largest Holdings

Apple: $81,839,757
Microsoft: $53,129,038
Broadcom: $52,090,624
Alphabet: $43,768,636
Amazon.com: $39,397,186

Largest New Holdings this Quarter

55024U109 - Lumentum: $2,866,558 Holding
46435U853 - iShares Broad USD High Yield Corporate Bond ETF: $1,582,534 Holding
92537N108 - Vertiv: $683,081 Holding
78409V104 - S&P Global: $573,784 Holding
880770102 - Teradyne: $537,778 Holding

Largest Purchases this Quarter

NVIDIA: 96,070 shares (about $16.76M)
International Business Machines: 47,361 shares (about $11.48M)
iShares iBonds Dec 2027 Term Corporate ETF: 301,620 shares (about $7.31M)
Lumentum: 4,079 shares (about $2.87M)
Vanguard Short-Term Corporate Bond ETF: 24,676 shares (about $1.96M)

Largest Sales this Quarter

ExxonMobil: 210,918 shares (about $35.78M)
Costco Wholesale: 31,315 shares (about $31.20M)
Meta Platforms: 35,140 shares (about $20.10M)
Chubb: 59,992 shares (about $19.61M)
Philip Morris International: 117,249 shares (about $19.56M)

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	$81,839,757	$285,514 â–¼	-0.3%	322,470	5.2%	Computer and Technology
MSFT Microsoft	$53,129,038	$327,230 â–²	0.6%	143,526	3.4%	Computer and Technology
AVGO Broadcom	$52,090,624	$119,471 â–²	0.2%	168,300	3.3%	Computer and Technology
GOOGL Alphabet	$43,768,636	$476,487 â–¼	-1.1%	152,207	2.8%	Computer and Technology
AMZN Amazon.com	$39,397,186	$691,456 â–²	1.8%	189,164	2.5%	Retail/Wholesale
GOOG Alphabet	$35,068,821	$1,505,150 â–¼	-4.1%	122,251	2.2%	Computer and Technology
XOM ExxonMobil	$34,608,601	$35,784,345 â–¼	-50.8%	203,988	2.2%	Energy
RTX RTX	$33,965,259	$315,392 â–¼	-0.9%	176,077	2.2%	Aerospace
JNJ Johnson & Johnson	$33,166,634	$778,542 â–¼	-2.3%	135,684	2.1%	Medical
MA Mastercard	$33,154,384	$351,260 â–¼	-1.0%	66,354	2.1%	Business Services
COST Costco Wholesale	$31,278,472	$31,202,744 â–¼	-49.9%	31,391	2.0%	Retail/Wholesale
BRK.B Berkshire Hathaway	$28,990,162	$1,040,343 â–¼	-3.5%	60,497	1.9%	Finance
DELL Dell Technologies	$28,917,944	$51,701 â–²	0.2%	176,189	1.9%	Computer and Technology
TJX TJX Companies	$28,676,071	$524,136 â–²	1.9%	179,562	1.8%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$27,770,615	$62,656 â–²	0.2%	94,406	1.8%	Finance
ORLY O'Reilly Automotive	$27,090,585	$283,207 â–¼	-1.0%	293,474	1.7%	Retail/Wholesale
KLAC KLA	$25,576,298	$683,213 â–¼	-2.6%	17,370	1.6%	Computer and Technology
CMI Cummins	$23,626,335	$100,073 â–¼	-0.4%	43,913	1.5%	Auto/Tires/Trucks
GS The Goldman Sachs Group	$21,879,082	$313,864 â–²	1.5%	25,862	1.4%	Finance
NVDA NVIDIA	$21,863,687	$16,755,567 â–²	328.0%	125,358	1.4%	Computer and Technology
META Meta Platforms	$21,240,137	$20,104,469 â–¼	-48.6%	37,125	1.4%	Computer and Technology
NFLX Netflix	$20,521,583	$726,125 â–²	3.7%	213,433	1.3%	Consumer Discretionary
CVX Chevron	$20,334,483	$311,384 â–¼	-1.5%	98,282	1.3%	Energy
CB Chubb	$19,962,966	$19,611,224 â–¼	-49.6%	61,068	1.3%	Finance
PM Philip Morris International	$19,699,656	$19,557,043 â–¼	-49.8%	118,104	1.3%	Consumer Staples
VCSH Vanguard Short-Term Corporate Bond ETF	$19,319,609	$1,956,067 â–²	11.3%	243,719	1.2%	ETF
MU Micron Technology	$18,734,026	$1,434,816 â–²	8.3%	55,452	1.2%	Computer and Technology
ARISTA NETWORKS INC	$18,619,587	$221,127 â–²	1.2%	151,650	1.2%	COM SHS
ETN Eaton	$18,549,457	$37,555 â–¼	-0.2%	51,862	1.2%	Industrials
PG Procter & Gamble	$17,862,370	$191,239 â–²	1.1%	123,666	1.1%	Consumer Staples
MCD McDonald's	$17,575,089	$17,677,960 â–¼	-50.1%	56,550	1.1%	Retail/Wholesale
ICE Intercontinental Exchange	$16,243,439	$325,413 â–²	2.0%	103,277	1.0%	Finance
LINDE PLC	$15,696,606	$22,805 â–²	0.1%	31,662	1.0%	SHS
SYK Stryker	$15,422,865	$404,819 â–²	2.7%	46,937	1.0%	Medical
IVE iShares S&P 500 Value ETF	$14,295,272	$555,113 â–²	4.0%	67,702	0.9%	ETF
IBM International Business Machines	$14,086,151	$11,479,750 â–²	440.4%	58,114	0.9%	Computer and Technology
BSX Boston Scientific	$13,788,751	$143,384 â–¼	-1.0%	219,741	0.9%	Medical
IVW iShares S&P 500 Growth ETF	$13,463,260	$362,631 â–²	2.8%	119,028	0.9%	ETF
KO CocaCola	$13,124,697	$71,454 â–¼	-0.5%	171,373	0.8%	Consumer Staples
EW Edwards Lifesciences	$12,879,987	$161,682 â–²	1.3%	160,839	0.8%	Medical
DIS Walt Disney	$12,823,666	$13,225,860 â–¼	-50.8%	133,053	0.8%	Consumer Discretionary
UNP Union Pacific	$11,743,105	$72,058 â–²	0.6%	48,401	0.8%	Transportation
CAT Caterpillar	$11,503,280	$170,031 â–¼	-1.5%	16,237	0.7%	Industrials
ABT Abbott Laboratories	$11,262,680	$21,663 â–²	0.2%	109,698	0.7%	Medical
IBDS iShares iBonds Dec 2027 Term Corporate ETF	$10,942,555	$7,311,261 â–²	201.3%	451,426	0.7%	ETF
HD Home Depot	$10,801,283	$33,875 â–²	0.3%	32,842	0.7%	Retail/Wholesale
TDG Transdigm Group	$10,618,553	$270,042 â–²	2.6%	9,162	0.7%	Aerospace
AON AON	$10,082,265	$546,139 â–²	5.7%	31,236	0.6%	Finance
PEP PepsiCo	$9,847,581	$545,069 â–¼	-5.2%	63,414	0.6%	Consumer Staples
DHI D.R. Horton	$9,362,132	$133,515 â–²	1.4%	68,227	0.6%	Construction
CW Curtiss-Wright	$9,126,136	$377,473 â–¼	-4.0%	13,394	0.6%	Aerospace
LOW Lowe's Companies	$8,827,408	$355,128 â–¼	-3.9%	37,360	0.6%	Retail/Wholesale
EOG EOG Resources	$8,107,022	$302,873 â–¼	-3.6%	56,077	0.5%	Energy
HSY Hershey	$7,673,473	$7,695,509 â–¼	-50.1%	36,911	0.5%	Consumer Staples
ABBV AbbVie	$7,658,857	$380,387 â–¼	-4.7%	35,215	0.5%	Medical
IJR iShares Core S&P Small-Cap ETF	$7,355,983	$364,101 â–²	5.2%	59,175	0.5%	ETF
NOC Northrop Grumman	$7,194,861	$51,850 â–¼	-0.7%	10,546	0.5%	Aerospace
IJH iShares Core S&P Mid-Cap ETF	$6,187,520	$391,675 â–²	6.8%	91,626	0.4%	ETF
TMUS T-Mobile US	$6,124,635	$37,175 â–²	0.6%	29,161	0.4%	Computer and Technology
LLY Eli Lilly and Company	$5,562,257	$480,155 â–²	9.4%	6,047	0.4%	Medical
SPY SPDR S&P 500 ETF Trust	$5,402,405	$150,229 â–¼	-2.7%	8,307	0.3%	Finance
GE GE Aerospace	$5,377,907	$290,291 â–²	5.7%	18,952	0.3%	Aerospace
DE Deere & Company	$5,320,515	$70,978 â–²	1.4%	9,445	0.3%	Industrials
RSP Invesco S&P 500 Equal Weight ETF	$5,145,342	$622,201 â–²	13.8%	26,810	0.3%	ETF
BRK.A Berkshire Hathaway	$5,026,980	$718,140 â–¼	-12.5%	7	0.3%	Finance
IBDT iShares iBonds Dec 2028 Term Corporate ETF	$5,015,936	$1,366,348 â–²	37.4%	198,024	0.3%	ETF
WALMART INC	$4,949,688	$562,099 â–²	12.8%	39,749	0.3%	COM
FMNB Farmers National Banc	$4,912,128	$10,896 â–¼	-0.2%	373,262	0.3%	Finance
FCX Freeport-McMoRan	$4,864,905	$152,886 â–²	3.2%	82,765	0.3%	Basic Materials
ROK Rockwell Automation	$4,760,647	$26,917 â–²	0.6%	13,265	0.3%	Computer and Technology
MCK McKesson	$4,597,724	$38,978 â–¼	-0.8%	5,308	0.3%	Medical
HBAN Huntington Bancshares	$4,326,635	$4,495,080 â–¼	-51.0%	273,681	0.3%	Finance
GE VERNOVA INC	$4,234,141	$281,228 â–²	7.1%	4,848	0.3%	COM
COP ConocoPhillips	$4,192,309	$9,511,895 â–¼	-69.4%	31,760	0.3%	Energy
TT Trane Technologies	$4,027,641	$45,844 â–²	1.2%	9,664	0.3%	Construction
IEFA iShares Core MSCI EAFE ETF	$3,834,906	$272,855 â–²	7.7%	42,361	0.2%	ETF
SHW Sherwin-Williams	$3,776,558	$3,934,916 â–¼	-51.0%	11,781	0.2%	Basic Materials
CIVB Civista Bancshares	$3,694,897	$23,474 â–¼	-0.6%	162,128	0.2%	Finance
MRK Merck & Co., Inc.	$3,648,320	$346,732 â–¼	-8.7%	30,114	0.2%	Medical
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$3,587,021	$99,190 â–¼	-2.7%	147,979	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$3,557,287	$32,240 â–²	0.9%	16,661	0.2%	ETF
TDY Teledyne Technologies	$3,506,033	$205,703 â–¼	-5.5%	5,795	0.2%	Aerospace
FDX FedEx	$3,361,427	$164,513 â–²	5.1%	9,399	0.2%	Transportation
IBDU iShares iBonds Dec 2029 Term Corporate ETF	$3,263,409	$392,700 â–²	13.7%	140,301	0.2%	ETF
FLOT iShares Floating Rate Bond ETF	$3,257,534	$128,496 â–²	4.1%	63,936	0.2%	ETF
CMCSA Comcast	$3,249,334	$2,699 â–¼	-0.1%	113,178	0.2%	Consumer Discretionary
NSC Norfolk Southern	$2,956,050	$225,578 â–²	8.3%	10,300	0.2%	Transportation
APD Air Products and Chemicals	$2,948,919	$81,121 â–²	2.8%	10,215	0.2%	Basic Materials
AXP American Express	$2,942,987	$1,257,953 â–¼	-29.9%	9,730	0.2%	Finance
LITE Lumentum	$2,866,558	$2,866,558 â–²	New Holding	4,079	0.2%	Computer and Technology
IBDV iShares iBonds Dec 2030 Term Corporate ETF	$2,826,039	$426,570 â–²	17.8%	129,102	0.2%	ETF
MKL Markel Group	$2,762,003	$42,110 â–¼	-1.5%	1,443	0.2%	Multi-Sector Conglomerates
ADP Automatic Data Processing	$2,755,408	$109,084 â–¼	-3.8%	13,438	0.2%	Computer and Technology
PFE Pfizer	$2,633,542	$12,102 â–²	0.5%	93,787	0.2%	Medical
EMR Emerson Electric	$2,565,308	$555,249 â–¼	-17.8%	19,580	0.2%	Industrials
TSM Taiwan Semiconductor Manufacturing	$2,551,541	$50,495 â–¼	-1.9%	7,529	0.2%	Computer and Technology
GLD SPDR Gold Shares	$2,499,985	$135,541 â–¼	-5.1%	5,810	0.2%	Finance
BMY Bristol Myers Squibb	$2,480,373	$307,795 â–²	14.2%	40,897	0.2%	Medical
LAMR Lamar Advertising	$2,390,328	$46,864 â–¼	-1.9%	18,872	0.2%	Finance
QCOM Qualcomm	$2,303,495	$38,377 â–¼	-1.6%	17,887	0.1%	Computer and Technology

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

Advanced Stock Screeners and Research Tools

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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