BEESE FULMER INVESTMENT MANAGEMENT, INC.
Sector Allocation
- Technology36.8%$649.8M
- Financials13.2%$231.9M
- Industrials10.5%$184.7M
- Other9.6%$170.0M
- Consumer Discretionary7.4%$130.5M
- Healthcare6.6%$117.1M
- Consumer Staples6.3%$112.0M
- Energy4.5%$78.7M
- Communication Services2.4%$41.5M
- Materials2.1%$37.6M
AUM History
13fpro.ai/research/fund/beese-fulmer-investment-management-inc-911274
Conviction and streaks
Stable · top 10 = 33.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AAPL
$106.7MDELL
$85.0MMSFT
$74.3MAVGO
$57.9MGOOGL
$52.4MAMZN
$47.9MMU
$45.0MGOOG
$40.4MJNJ
$36.7MMA
$36.5MXOM.R34088
$33.4MRTX
$32.8MJPM
$31.7MNVDA
$30.8MANET
$30.7MKLAC
$30.3M- VANGUARD$30.2M
BRK.B
$30.1MCOST
$29.1MMETA
$27.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/beese-fulmer-investment-management-inc-911274
BEESE FULMER INVESTMENT MANAGEMENT, INC. 13F holdings — Q3 2026
$1.8B portfolio (+1.9% QoQ) · 356 holdings · Q3 2026 13F · top 10 are 33% of the stock portfolio
$106.7M
6.0% of stocks
-0.5%This quarter-1.1%Since filed8+ qtrsHeld$85.0M
4.8% of stocks
-3%This quarter+2.3%Since filed8+ qtrsHeldAIQuality71.2#185Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$74.3M
4.2% of stocks
+0.6%This quarter+1.5%Since filed8+ qtrsHeld$57.9M
3.3% of stocks
+0.1%This quarter+2.3%Since filed8+ qtrsHeld$52.4M
3.0% of stocks
+1%This quarter-1.0%Since filed8+ qtrsHeld$47.9M
2.7% of stocks
+0.8%This quarter+0.4%Since filed8+ qtrsHeld$45.0M
2.5% of stocks
-6%This quarter+3.0%Since filed4 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$40.4M
2.3% of stocks
-1%This quarter-1.0%Since filed8+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$36.7M
2.1% of stocks
+1%This quarter+0.9%Since filed8+ qtrsHeld$36.5M
2.1% of stocks
-0.3%This quarter-1.6%Since filed8+ qtrsHeld
All holdings — BEESE FULMER INVESTMENT MANAGEMENT, INC. (Q3 2026)
356 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | EXXON MOBIL CORP | Energy | $33.4M | 1.9% | 205K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | RTX Corp | Industrials | $32.8M | 1.9% | 177K | -0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | JPMORGAN CHASE & CO | Financials | $31.7M | 1.8% | 96K | +0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | NVIDIA CORP | Technology | $30.8M | 1.8% | 135K | +5% | 8+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Arista Networks, Inc. | Technology | $30.7M | 1.7% | 151K | -0.8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | KLA CORP | Technology | $30.3M | 1.7% | 156K | +0.2% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BDetf/fund | — | $30.2M | 1.7% | 392K | +7% | — | — | 13F |
| 18 | BERKSHIRE HATHAWAY INC | Financials | $30.1M | 1.7% | 60K | +0.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $29.1M | 1.6% | 32K | +1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Meta Platforms, Inc. | Technology | $27.6M | 1.6% | 38K | +0.0% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Eaton Corp plc | Industrials | $26.0M | 1.5% | 61K | +14% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $25.0M | 1.4% | 293K | +0.8% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $23.9M | 1.4% | 181K | +0.6% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Philip Morris International Inc. | Consumer Staples | $23.2M | 1.3% | 122K | +1% | 8+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | GOLDMAN SACHS GROUP INC | Financials | $22.9M | 1.3% | 25K | -1% | 8+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $CMI | CUMMINS INC | Industrials | $22.5M | 1.3% | 44K | +0.3% | |||
| 27 | $CB | Chubb Ltd | Financials | $20.4M | 1.2% | 63K | +0.7% | |||
| 28 | $CVX | CHEVRON CORP | Energy | $20.1M | 1.1% | 98K | -0.9% | |||
| 29 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $17.4M | 1.0% | 120K | -0.3% | |||
| 30 | — | ISHARES TR - S&P 500 GRWT ETF | — | $17.0M | 1.0% | 119K | +0.4% | |||
| 31 | — | ISHARES TR - S&P 500 VAL ETF | — | $16.3M | 0.9% | 71K | +2% | |||
| 32 | $ICE | Intercontinental Exchange, Inc. | Financials | $16.0M | 0.9% | 105K | +1% | |||
| 33 | $LIN | LINDE PLC | Materials | $15.3M | 0.9% | 32K | +0.7% | |||
| 34 | $NFLX | NETFLIX INC | Communication Services | $15.3M | 0.9% | 220K | -0.3% | |||
| 35 | $SYK | STRYKER CORP | Healthcare | $14.6M | 0.8% | 53K | +3% | |||
| 36 | $EW | Edwards Lifesciences Corp | Healthcare | $14.6M | 0.8% | 169K | +2% | |||
| 37 | $KO | COCA COLA CO | Consumer Staples | $14.5M | 0.8% | 167K | +0.6% | |||
| 38 | $DIS | Walt Disney Co | Communication Services | $14.1M | 0.8% | 134K | +3% | |||
| 39 | $MCD | MCDONALDS CORP | Consumer Discretionary | $13.7M | 0.8% | 59K | +2% | |||
| 40 | $UNP | UNION PACIFIC CORP | Industrials | $13.5M | 0.8% | 50K | +2% | |||
| 41 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $13.0M | 0.7% | 59K | -3% | |||
| 42 | $CAT | CATERPILLAR INC | Industrials | $12.8M | 0.7% | 16K | +0.3% | |||
| 43 | $ABT | ABBOTT LABORATORIES | Healthcare | $10.9M | 0.6% | 111K | +1% | |||
| 44 | $TDG | TransDigm Group INC | Industrials | $10.1M | 0.6% | 9,370 | +1% | |||
| 45 | $DHI | HORTON D R INC /DE/ | Industrials | $10.0M | 0.6% | 73K | +1% | |||
| 46 | — | ISHARES TR - IBONDS 27 ETF | — | $9.9M | 0.6% | 411K | -9% | |||
| 47 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $9.5M | 0.5% | 33K | +0.6% | |||
| 48 | $ABBV | AbbVie Inc. | Healthcare | $9.4M | 0.5% | 36K | +0.3% | |||
| 49 | $AON | Aon plc | Financials | $9.1M | 0.5% | 33K | +3% | |||
| 50 | $LLY | ELI LILLY & Co | Healthcare | $9.0M | 0.5% | 7,743 | +6% | |||
| 51 | — | ISHARES TR - CORE S&P SCP ETF | — | $8.1M | 0.5% | 60K | +2% | |||
| 52 | $EOG | EOG RESOURCES INC | Energy | $8.0M | 0.5% | 58K | +1% | |||
| 53 | $PEP | PEPSICO INC | Consumer Staples | $7.7M | 0.4% | 61K | -0.7% | |||
| 54 | — | ISHARES TR - IBDS DEC28 ETF | — | $7.2M | 0.4% | 288K | +9% | |||
| 55 | $GLW | CORNING INC /NY | Materials | $7.0M | 0.4% | 45K | +630% | |||
| 56 | — | ISHARES TR - CORE S&P MCP ETF | — | $6.9M | 0.4% | 96K | +4% | |||
| 57 | $SPY | SPDR S&P 500 ETF TRUST | — | $6.8M | 0.4% | 8,978 | +6% | |||
| 58 | $CW | CURTISS WRIGHT CORP | Industrials | $6.6M | 0.4% | 12K | -7% | |||
| 59 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $6.5M | 0.4% | 35K | -0.5% | |||
| 60 | $FCX | FREEPORT-MCMORAN INC | Materials | $6.3M | 0.4% | 90K | +0.6% | |||
| 61 | $IVZ | Invesco Ltd. | Financials | $6.0M | 0.3% | 29K | +0.7% | |||
| 62 | $DE | DEERE & CO | Industrials | $5.9M | 0.3% | 8,766 | +1% | |||
| 63 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $5.8M | 0.3% | 13K | +2% | |||
| 64 | $HBAN | HUNTINGTON BANCSHARES INC /MD/ | Financials | $5.7M | 0.3% | 371K | +34% | |||
| 65 | $GE | GENERAL ELECTRIC CO | Industrials | $5.4M | 0.3% | 17K | -1% | |||
| 66 | $HSY | HERSHEY CO | Consumer Staples | $5.3M | 0.3% | 34K | +1% | |||
| 67 | $FMNB | FARMERS NATIONAL BANC CORP /OH/ | Financials | $5.3M | 0.3% | 351K | -3% | |||
| 68 | — | ISHARES TR - IBONDS DEC 29 | — | $5.3M | 0.3% | 232K | +22% | |||
| 69 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $5.2M | 0.3% | 7 | — | |||
| 70 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $5.1M | 0.3% | 19K | +298% | |||
| 71 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $5.1M | 0.3% | 10K | +3% | |||
| 72 | $MCK | MCKESSON CORP | Consumer Staples | $4.4M | 0.3% | 5,205 | +3% | |||
| 73 | $TT | Trane Technologies plc | Technology | $4.4M | 0.3% | 9,736 | -2% | |||
| 74 | — | ISHARES TR - CORE MSCI EAFE | — | $4.3M | 0.2% | 44K | +2% | |||
| 75 | $MRK | Merck & Co., Inc. | Healthcare | $4.2M | 0.2% | 29K | +2% | |||
| 76 | $GEV | GE Vernova Inc. | Industrials | $4.2M | 0.2% | 4,404 | -8% | |||
| 77 | $CIVB | CIVISTA BANCSHARES, INC. | Financials | $4.0M | 0.2% | 152K | -3% | |||
| 78 | $TMUS | T-Mobile US, Inc. | Communication Services | $4.0M | 0.2% | 24K | -14% | |||
| 79 | $WMT | Walmart Inc. | Consumer Staples | $3.9M | 0.2% | 38K | -2% | |||
| 80 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $3.9M | 0.2% | 17K | -0.6% | |||
| 81 | — | ISHARES TR - IBONDS DEC 2030 | — | $3.8M | 0.2% | 178K | +8% | |||
| 82 | — | ISHARES TR - FLTG RATE NT ETF | — | $3.7M | 0.2% | 73K | +1% | |||
| 83 | $SHW | SHERWIN WILLIAMS CO | Materials | $3.7M | 0.2% | 11K | +0.0% | |||
| 84 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $3.7M | 0.2% | 14K | +5% | |||
| 85 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $3.7M | 0.2% | 12K | +8% | |||
| 86 | $COP | CONOCOPHILLIPS | Energy | $3.6M | 0.2% | 29K | +2% | |||
| 87 | — | ISHARES TR - IBONDS DEC2026 | — | $3.6M | 0.2% | 150K | -0.4% | |||
| 88 | $TDY | TELEDYNE TECHNOLOGIES INC | Technology | $3.4M | 0.2% | 5,679 | +4% | |||
| 89 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $3.3M | 0.2% | 7,179 | -1% | |||
| 90 | $EMR | EMERSON ELECTRIC CO | Industrials | $3.2M | 0.2% | 21K | +17% | |||
| 91 | $AXP | AMERICAN EXPRESS CO | Financials | $3.1M | 0.2% | 10K | +8% | |||
| 92 | $QCOM | QUALCOMM INC/DE | Technology | $3.0M | 0.2% | 16K | -5% | |||
| 93 | $MPC | Marathon Petroleum Corp | Energy | $2.8M | 0.2% | 6,985 | +2% | |||
| 94 | $APD | Air Products & Chemicals, Inc. | Materials | $2.7M | 0.1% | 9,737 | -3% | |||
| 95 | $LAMR | LAMAR ADVERTISING CO/NEW | Real Estate | $2.7M | 0.1% | 19K | -2% | |||
| 96 | $LITE | Lumentum Holdings Inc. | Technology | $2.6M | 0.1% | 2,724 | -35% | |||
| 97 | $INTC | INTEL CORP | Technology | $2.6M | 0.1% | 21K | +5% | |||
| 98 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $2.5M | 0.1% | 6,754 | +8% | |||
| 99 | $FDX | FEDEX CORP | Industrials | $2.4M | 0.1% | 8,501 | -9% | |||
| 100 | $MKL | MARKEL GROUP INC. | Financials | $2.4M | 0.1% | 1,420 | +4% | |||
| 101 | $PFE | PFIZER INC | Healthcare | $2.4M | 0.1% | 85K | +2% | |||
| 102 | $PANW | Palo Alto Networks Inc | Technology | $2.4M | 0.1% | 6,051 | -6% | |||
| 103 | $CSX | CSX CORP | Industrials | $2.4M | 0.1% | 51K | -0.2% | |||
| 104 | $PSX | Phillips 66 | Energy | $2.3M | 0.1% | 9,027 | -11% | |||
| 105 | $CCZ | COMCAST CORP | Communication Services | $2.3M | 0.1% | 103K | -2% | |||
| 106 | $GLD | SPDR GOLD TRUST | Financials | $2.2M | 0.1% | 5,835 | -0.8% | |||
| 107 | — | SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC | — | $2.2M | 0.1% | 94K | +62% | |||
| 108 | $TKR | TIMKEN CO | Industrials | $2.1M | 0.1% | 18K | -3% | |||
| 109 | $SLB | SLB LIMITED/NV | Energy | $2.1M | 0.1% | 42K | +0.5% | |||
| 110 | — | ISHARES TR - CORE S&P500 ETF | — | $2.0M | 0.1% | 2,668 | -7% | |||
| 111 | — | ISHARES TR - IBONDS DEC 2031 | — | $2.0M | 0.1% | 101K | +8% | |||
| 112 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.0M | 0.1% | 19K | +4% | |||
| 113 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.9M | 0.1% | 31K | -24% | |||
| 114 | $L | LOEWS CORP | Financials | $1.9M | 0.1% | 18K | +4% | |||
| 115 | — | ISHARES TR - BROAD USD HIGH | — | $1.9M | 0.1% | 54K | -20% | |||
| 116 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $1.9M | 0.1% | 24K | +21% | |||
| 117 | $GD | GENERAL DYNAMICS CORP | Industrials | $1.9M | 0.1% | 5,712 | +0.3% | |||
| 118 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $1.9M | 0.1% | 8,626 | -1% | |||
| 119 | $AMGN | AMGEN INC | Healthcare | $1.9M | 0.1% | 4,392 | +25% | |||
| 120 | $JCI | Johnson Controls International plc | Industrials | $1.8M | 0.1% | 12K | -6% | |||
| 121 | $SHEL | Shell plc | Energy | $1.8M | 0.1% | 19K | +8% | |||
| 122 | $D | DOMINION ENERGY, INC | Utilities | $1.8M | 0.1% | 30K | -0.9% | |||
| 123 | $V | VISA INC. | Financials | $1.7M | 0.1% | 4,859 | +3% | |||
| 124 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | — | $1.7M | 0.1% | 19K | -8% | |||
| 125 | $T | AT&T INC. | Communication Services | $1.7M | 0.1% | 68K | +12% | |||
| 126 | — | ISHARES TR - RUS MID CAP ETF | — | $1.7M | 0.1% | 16K | +8% | |||
| 127 | $BA | BOEING CO | Industrials | $1.6M | 0.1% | 8,702 | -0.8% | |||
| 128 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $1.6M | 0.1% | 14K | -5% | |||
| 129 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $1.6M | 0.1% | 35K | -0.6% | |||
| 130 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $1.6M | 0.1% | 2,240 | +5% | |||
| 131 | $MS | MORGAN STANLEY | Financials | $1.6M | 0.1% | 8,309 | +4% | |||
| 132 | $AXON | AXON ENTERPRISE, INC. | Industrials | $1.5M | 0.1% | 3,643 | -2% | |||
| 133 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.5M | 0.1% | 5,445 | -3% | |||
| 134 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $1.5M | 0.1% | 21K | +13% | |||
| 135 | $SNDK | Sandisk Corp | Technology | $1.5M | 0.1% | 836 | +199% | |||
| 136 | $CPAY | CORPAY, INC. | Financials | $1.4M | 0.1% | 3,679 | -1% | |||
| 137 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | — | $1.4M | 0.1% | 29K | — | |||
| 138 | $SJM | J M SMUCKER Co | Consumer Staples | $1.4M | 0.1% | 12K | -4% | |||
| 139 | $ORCL | ORACLE CORP | Technology | $1.4M | 0.1% | 9,903 | -3% | |||
| 140 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $1.3M | 0.1% | 777 | +39% | |||
| 141 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.3M | 0.1% | 3,249 | -5% | |||
| 142 | $FITB | FIFTH THIRD BANCORP | Financials | $1.3M | 0.1% | 26K | -13% | |||
| 143 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $1.3M | 0.1% | 5,808 | -1% | |||
| 144 | — | ISHARES TR - IBON 2027 TE ETF | — | $1.3M | 0.1% | 59K | +59% | |||
| 145 | $CARR | CARRIER GLOBAL Corp | Industrials | $1.3M | 0.1% | 23K | +5% | |||
| 146 | $BIIB | BIOGEN INC. | Healthcare | $1.2M | 0.1% | 5,532 | -7% | |||
| 147 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.2M | 0.1% | 9,841 | +13% | |||
| 148 | $PH | Parker-Hannifin Corp | Industrials | $1.2M | 0.1% | 1,270 | -0.4% | |||
| 149 | $KEY | KEYCORP /NEW/ | Financials | $1.2M | 0.1% | 59K | +3% | |||
| 150 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $1.2M | 0.1% | 7,491 | -1% |
What changed in Q3 2026
Against the previous quarter's 13F: 34 new, 144 added to, 154 trimmed, 78 sold out. Share-count changes; largest moves by dollar size first.
New positions (34)
first bought this quarter
$AMDADVANCED MICRO DEVICES INC$1.1M
first bought this quarter
$GNRCGENERAC HOLDINGS INC.$734K
first bought this quarter
$BEBloom Energy Corp$702K
first bought this quarter
$GILDGILEAD SCIENCES, INC.$514K
first bought this quarter
$OXYOCCIDENTAL PETROLEUM CORP /DE/$456K
first bought this quarter
+28 more in the Excel export
Added to (144)
$GLWCORNING INC /NY+630%
now $7.0M · held 6 qtrs, 4 adds in a row
$CRWDCrowdStrike Holdings, Inc.+298%
now $5.1M · held 8+ qtrs
$ETNEaton Corp plc+14%
now $26.0M · held 8+ qtrs, 2 adds in a row
- VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD+7%
now $30.2M
$HBANHUNTINGTON BANCSHARES INC /MD/+34%
now $5.7M · held 8+ qtrs, 2 adds in a row
now $30.8M · held 8+ qtrs, 4 adds in a row
+138 more in the Excel export
Trimmed (154)
now $85.0M · held 8+ qtrs, 2 trims in a row
now $45.0M · held 4 qtrs, 2 trims in a row
$LITELumentum Holdings Inc.-35%
now $2.6M · held 3 qtrs
- ISHARES TR - IBONDS 27 ETF-9%
now $9.9M
$FIXCOMFORT SYSTEMS USA INC-55%
now $614K
$TMUST-Mobile US, Inc.-14%
now $4.0M · held 7 qtrs, 2 trims in a row
+148 more in the Excel export
Holdings by quarter
Every 13F BEESE FULMER INVESTMENT MANAGEMENT, INC. has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow BEESE FULMER INVESTMENT MANAGEMENT?
Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of BEESE FULMER INVESTMENT MANAGEMENT's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
+0.6%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 16% over the last 4
Top 10 weight
33%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BEESE FULMER INVESTMENT MANAGEMENT, INC. disclosed 356 positions worth $1.8B in its Form 13F-HR for Q3 2026, led by $AAPL (Apple Inc.) at 6.0% of the equity portfolio, followed by $DELL and $MSFT. During the quarter the fund opened 34 new positions and exited 78 — including a new stake in $XOM.R34088 and a full exit from $PCG. The portfolio is most concentrated in Technology (36.8% of disclosed assets). All figures are sourced directly from BEESE FULMER INVESTMENT MANAGEMENT, INC.’s Form 13F-HR filing with the SEC under CIK 911274.
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