13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000911274
Total reported value
$1.7B
$1.7B
228 檔
14.4%
As reported in its official Q4 2024 Form 13F filing, Beese Fulmer Investment Management, Inc.'s tracked investment portfolio stood at $1.7B with 228 total positions.
In Q4 2024, Beese Fulmer Investment Management, Inc. adopted a defensive or profit-taking posture, trimming 90 positions and completely liquidating 9 holdings to manage risk exposure.
Showing top 200 holdings (of 228 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.60% | +0.14% | -0.58% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.76% | -0.30% | +0.26% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.49% | +0.25% | -1.55% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.31% | +0.10% | +0.45% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 3.04% | -0.15% | -1.20% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.41% | -0.30% | -0.92% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.38% | +0.31% | +1.13% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.25% | -0.11% | +0.39% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.15% | +0.20% | -0.61% | |
| 10 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.06% | -0.19% | -0.63% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.86% | +0.02% | -1.24% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.82% | -0.04% | -0.63% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.76% | -2.22% | EXIT | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.75% | -0.27% | -0.05% | |
| 15 | RTX | Rtx CORP | Stock-Industrials | 1.73% | -0.24% | +0.35% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.73% | -0.12% | +0.43% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.70% | -0.12% | -0.26% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.55% | -0.12% | +0.69% | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 1.53% | -0.41% | -0.08% | |
| 20 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.37% | -0.02% | +0.79% | |
| 21 | CB | Chubb Limited | Stock-Financials | 1.36% | -0.05% | +0.72% | |
| 22 | SYK | Stryker CORP | Stock-Healthcare | 1.30% | -0.06% | +0.53% | |
| 23 | ANET | Arista Networks Inc | Stock-Tech | 1.29% | +0.30% | — | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.27% | -0.22% | -0.29% | |
| 25 | CMI | Cummins Inc | Stock-Industrials | 1.26% | +0.28% | -1.01% | |
| 26 | ICE | Intercontinental Exchange In | Stock-Financials | 1.23% | -0.30% | -0.10% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.23% | +0.10% | -0.22% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.21% | — | +0.77% | |
| 29 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.21% | -0.10% | +0.50% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 1.19% | -0.35% | -0.20% | |
| 31 | PM | Philip Morris International | Stock-Consumer Staples | 1.15% | — | +1.32% | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 1.15% | +0.12% | +1.62% | |
| 33 | LIN | Linde plc | Stock-Materials | 1.08% | -0.05% | -0.74% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 1.01% | -0.02% | -2.29% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.00% | +0.02% | +2.25% | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.97% | -0.05% | -3.58% | |
| 37 | DELL | Dell Technologies -c | Stock-Tech | 0.97% | +2.23% | +0.56% | |
| 38 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.93% | -0.06% | -2.62% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.92% | -0.15% | -0.44% | |
| 40 | KLAC | Kla CORP | Stock-Tech | 0.90% | +1.07% | -12.46% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.89% | +0.43% | +16.13% | |
| 42 | TXN | Texas Instruments Inc | Stock-Tech | 0.89% | +0.04% | +0.76% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.88% | +0.01% | -0.33% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.88% | -0.10% | -0.05% | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.87% | -0.15% | -1.85% | |
| 46 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.86% | +0.03% | -3.06% | |
| 47 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.85% | -0.12% | -0.32% | |
| 48 | AON | Aon plc | Stock-Financials | 0.79% | -0.03% | +1.62% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.79% | -0.01% | +3.45% | |
| 50 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.74% | — | +1.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +1.3% | NEW | New buy |
| 2 | AVGO | Broadcom Inc | +0.8% | -1.55% | Trim |
| 3 | AMZN | Amazon.com Inc | +0.5% | +0.45% | Add |
| 4 | AAPL | Apple Inc | +0.4% | -0.58% | Trim |
| 5 | CRM | Salesforce Inc | +0.3% | -0.63% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.13% | Add |
| 7 | NFLX | Netflix Inc | +0.3% | -0.08% | Trim |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -0.61% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -1.24% | Trim |
| 10 | DIS | Walt Disney Co/the | +0.2% | +0.50% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | -0.22% | Trim |
| 12 | MA | Mastercard Inc - A | +0.1% | -1.20% | Trim |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +16.13% | Add |
| 14 | CMI | Cummins Inc | +0.1% | -1.01% | Trim |
| 15 | EW | Edwards Lifesciences CORP | +0.1% | -3.06% | Trim |
| 16 | AXON | Axon Enterprise Inc | +0.1% | -1.76% | Trim |
| 17 | CIVB | Civista Bancshares Inc | +0.1% | — | Unchanged |
| 18 | COST | Costco Wholesale CORP | 0% | -0.92% | Trim |
| 19 | TJX | Tjx Companies Inc | 0% | -0.05% | Trim |
| 20 | AON | Aon plc | 0% | +1.62% | Add |
| 21 | ORLY | O'reilly Automotive Inc | 0% | -0.63% | Trim |
| 22 | META | Meta Platforms Inc-class A | 0% | +0.43% | Add |
| 23 | MCK | Mckesson CORP | 0% | -0.20% | Trim |
| 24 | NVDA | Nvidia CORP | 0% | -0.79% | Trim |
| 25 | MSTR | Strategy Inc | 0% | NEW | New buy |
| 26 | CW | Curtiss-wright CORP | 0% | -0.86% | Trim |
| 27 | EMR | Emerson Electric Co | 0% | -0.55% | Trim |
| 28 | HBAN | Huntington Bancshares Inc | 0% | -0.41% | Trim |
| 29 | CRWD | Crowdstrike Holdings Inc - A | 0% | +0.42% | Add |
| 30 | WFC | Wells Fargo & Co | 0% | -2.49% | Trim |
| 31 | AXP | American Express Co | 0% | -2.66% | Trim |
| 32 | TSLA | Tesla Inc | 0% | +4.38% | Add |
| 33 | GEV | GE Vernova Inc | 0% | -0.33% | Trim |
| 34 | VB | Vanguard Small-cap ETF | 0% | +21.55% | Add |
| 35 | MKL | Markel Group Inc | 0% | — | Unchanged |
| 36 | ROK | Rockwell Automation Inc | 0% | — | Unchanged |
| 37 | GILD | Gilead Sciences Inc | 0% | NEW | New buy |
| 38 | SYF | Synchrony Financial | 0% | -2.80% | Trim |
| 39 | BA | Boeing Co/the | 0% | -0.22% | Trim |
| 40 | CHTR | Charter Communications Inc-a | 0% | NEW | New buy |
| 41 | ETN | Eaton Corporation plc | 0% | +1.62% | Add |
| 42 | ADP | Automatic Data Processing | 0% | -0.08% | Trim |
| 43 | MS | Morgan Stanley | 0% | — | Unchanged |
| 44 | V | Visa Inc-class A Shares | 0% | +0.90% | Add |
| 45 | TDY | Teledyne Technologies Inc | 0% | — | Unchanged |
| 46 | KMPR | Kemper CORP | 0% | -2.02% | Trim |
| 47 | KMI | Kinder Morgan, Inc. | 0% | — | Unchanged |
| 48 | BMY | Bristol-myers Squibb Co | 0% | +0.07% | Add |
| 49 | CPAY | Corpay Inc | 0% | — | Unchanged |
| 50 | L | Loews CORP | 0% | — | Unchanged |
According to official SEC Form 13F filings, Beese Fulmer Investment Management, Inc. reported a total U.S. public equity portfolio value of $1.7B across 228 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AVGO) accounted for 14.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $15.1M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $13.0M
During Q4 2024, Beese Fulmer Investment Management, Inc.'s top holdings by market value included AAPL (6.6%)、MSFT (4.8%)、AVGO (3.5%). The largest single position, AAPL, represented 6.6% of total portfolio value.
In Q4 2024, Beese Fulmer Investment Management, Inc. made 151 total portfolio adjustments, initiating 4 new buys, adding to 48 positions, trimming 90 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.