Beese Fulmer Investment Management, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.56B
Q ending 2026-03-31
Prior quarter
$1.54B
Q ending 2025-12-31
Change
+1.6% QoQ · +34.3% YoY
Positions
435
reported holdings
Largest positions
Top 100 of 435 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $81.8M | 322K |
| Microsoft Corp | MSFT | Shares | $53.1M | 144K |
| Broadcom Inc | AVGO | Shares | $52.1M | 168K |
| Alphabet Inc | GOOGL | Shares | $43.8M | 152K |
| Amazon Com Inc | AMZN | Shares | $39.4M | 189K |
| Alphabet Inc | GOOG | Shares | $35.1M | 122K |
| Exxon Mobil Corp | XOM | Shares | $34.6M | 204K |
| Rtx Corporation | RTX | Shares | $34.0M | 176K |
| Johnson & Johnson | JNJ | Shares | $33.2M | 136K |
| Mastercard Incorporated | MA | Shares | $33.2M | 66K |
| Costco Wholesale Corporation | COST | Shares | $31.3M | 31K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $29.0M | 60K |
| Dell Technologies Inc | DELL | Shares | $28.9M | 176K |
| Tjx Cos Inc New | TJX | Shares | $28.7M | 180K |
| Jpmorgan Chase & Co | JPM | Shares | $27.8M | 94K |
| Oreilly Automotive Inc | ORLY | Shares | $27.1M | 293K |
| Kla Corp | KLAC | Shares | $25.6M | 17K |
| Cummins Inc | CMI | Shares | $23.6M | 44K |
| Goldman Sachs Group Inc | GS | Shares | $21.9M | 26K |
| Nvidia Corporation | NVDA | Shares | $21.9M | 125K |
| Meta Platforms Inc | META | Shares | $21.2M | 37K |
| Netflix Inc. | NFLX | Shares | $20.5M | 213K |
| Chevron Corporation | CVX | Shares | $20.3M | 98K |
| Chubb Ltd Switz | Shares | $20.0M | 61K | |
| Philip Morris Intl Inc | PM | Shares | $19.7M | 118K |
| Vanguard Scottsdale Fds | VCSH | Shares | $19.3M | 244K |
| Micron Technology Inc | MU | Shares | $18.7M | 55K |
| Arista Networks Inc | ANET | Shares | $18.6M | 152K |
| Eaton Corp Plc | Shares | $18.5M | 52K | |
| Procter & Gamble Co | PG | Shares | $17.9M | 124K |
| Mcdonalds Corp | MCD | Shares | $17.6M | 57K |
| Intercontinental Exchange In | ICE | Shares | $16.2M | 103K |
| Linde Plc | Shares | $15.7M | 32K | |
| Stryker Corporation | SYK | Shares | $15.4M | 47K |
| Ishares Tr | IVE | Shares | $14.3M | 68K |
| International Business Machs | IBM | Shares | $14.1M | 58K |
| Boston Scientific Corp | BSX | Shares | $13.8M | 220K |
| Ishares Tr | IVW | Shares | $13.5M | 119K |
| Coca Cola Co | KO | Shares | $13.1M | 171K |
| Edwards Lifesciences Corp | EW | Shares | $12.9M | 161K |
| Disney Walt Co | DIS | Shares | $12.8M | 133K |
| Union Pac Corp | UNP | Shares | $11.7M | 48K |
| Caterpillar Inc | CAT | Shares | $11.5M | 16K |
| Abbott Laboratories | ABT | Shares | $11.3M | 110K |
| Ishares Tr | IBDS | Shares | $10.9M | 451K |
| Home Depot Inc | HD | Shares | $10.8M | 33K |
| Transdigm Group Inc | TDG | Shares | $10.6M | 9K |
| Aon Plc | Shares | $10.1M | 31K | |
| Pepsico Inc | PEP | Shares | $9.8M | 63K |
| D R Horton Inc | DHI | Shares | $9.4M | 68K |
| Curtiss Wright Corp | CW | Shares | $9.1M | 13K |
| Lowes Cos Inc | LOW | Shares | $8.8M | 37K |
| Eog Res Inc | EOG | Shares | $8.1M | 56K |
| Hershey Co | HSY | Shares | $7.7M | 37K |
| Abbvie Inc | ABBV | Shares | $7.7M | 35K |
| Ishares Tr | IJR | Shares | $7.4M | 59K |
| Northrop Grumman Corp | NOC | Shares | $7.2M | 11K |
| Ishares Tr | IJH | Shares | $6.2M | 92K |
| T-Mobile Us Inc | TMUS | Shares | $6.1M | 29K |
| Eli Lilly & Co | LLY | Shares | $5.6M | 6K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $5.4M | 8K |
| Ge Aerospace | GE | Shares | $5.4M | 19K |
| Deere & Co | DE | Shares | $5.3M | 9K |
| Invesco Exchange Traded Fd T | RSP | Shares | $5.1M | 27K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $5.0M | 7 |
| Ishares Tr | IBDT | Shares | $5.0M | 198K |
| Walmart Inc | WMT | Shares | $4.9M | 40K |
| Farmers National Banc Corp | FMNB | Shares | $4.9M | 373K |
| Freeport Mcmoran Inc | FCX | Shares | $4.9M | 83K |
| Rockwell Automation Inc | ROK | Shares | $4.8M | 13K |
| Mckesson Corp | MCK | Shares | $4.6M | 5K |
| Huntington Bancshares Inc | HBAN | Shares | $4.3M | 274K |
| Ge Vernova Inc | GEV | Shares | $4.2M | 5K |
| Conocophillips | COP | Shares | $4.2M | 32K |
| Trane Technologies Plc | Shares | $4.0M | 10K | |
| Ishares Tr | IEFA | Shares | $3.8M | 42K |
| Sherwin Williams Co | SHW | Shares | $3.8M | 12K |
| Civista Bancshares Inc | CIVB | Shares | $3.7M | 162K |
| Merck & Co Inc | MRK | Shares | $3.6M | 30K |
| Ishares Tr | IBDR | Shares | $3.6M | 148K |
| Vanguard Specialized Funds | VIG | Shares | $3.6M | 17K |
| Teledyne Technologies Inc | TDY | Shares | $3.5M | 6K |
| Fedex Corp | FDX | Shares | $3.4M | 9K |
| Ishares Tr | IBDU | Shares | $3.3M | 140K |
| Ishares Tr | FLOT | Shares | $3.3M | 64K |
| Comcast Corp New | CMCSA | Shares | $3.2M | 113K |
| Norfolk Southn Corp | NSC | Shares | $3.0M | 10K |
| Air Products And Chemicals I | APD | Shares | $2.9M | 10K |
| American Express Co | AXP | Shares | $2.9M | 10K |
| Lumentum Hldgs Inc | LITE | Shares | $2.9M | 4K |
| Ishares Tr | IBDV | Shares | $2.8M | 129K |
| Markel Group Inc | MKL | Shares | $2.8M | 1K |
| Automatic Data Processing In | ADP | Shares | $2.8M | 13K |
| Pfizer Inc | PFE | Shares | $2.6M | 94K |
| Emerson Elec Co | EMR | Shares | $2.6M | 20K |
| Taiwan Semiconductor Manufac | TSM | Shares | $2.6M | 8K |
| Spdr Gold Tr | GLD | Shares | $2.5M | 6K |
| Bristol-Myers Squibb Co | BMY | Shares | $2.5M | 41K |
| Lamar Advertising Co | LAMR | Shares | $2.4M | 19K |
| Qualcomm Inc | QCOM | Shares | $2.3M | 18K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.