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CIK: 0000911274
Total reported value
$1.7B
$1.7B
252 檔
12.8%
According to the latest 13F quarterly dataset, Beese Fulmer Investment Management, Inc. managed an equity portfolio of $1.7B at the end of Q1 2025, spanning 252 distinct U.S. exchange-listed positions.
In Q1 2025, Beese Fulmer Investment Management, Inc. displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 252 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.93% | +0.14% | +0.47% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.34% | -0.30% | +1.56% | |
| 3 | MA | Mastercard Inc - A | Stock-Financials | 3.19% | -0.15% | -0.31% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.91% | +0.10% | +0.46% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.64% | -0.11% | -1.01% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.50% | +0.25% | -1.76% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.47% | -0.30% | -1.42% | |
| 8 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.47% | -0.19% | -1.80% | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.00% | -2.22% | EXIT | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.31% | +1.79% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 1.99% | -0.24% | -0.45% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | +0.02% | +0.49% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.84% | -0.12% | +2.18% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.78% | -0.27% | +0.43% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.77% | -0.12% | +1.67% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.76% | +0.20% | -1.14% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.74% | -0.12% | +1.09% | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.62% | -0.41% | +0.13% | |
| 19 | PM | Philip Morris International | Stock-Consumer Staples | 1.53% | — | +0.19% | |
| 20 | CB | Chubb Limited | Stock-Financials | 1.51% | -0.05% | +0.99% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 1.48% | -0.04% | +0.45% | |
| 22 | ICE | Intercontinental Exchange In | Stock-Financials | 1.43% | -0.30% | -0.57% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.42% | -0.35% | +2.19% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.41% | -0.22% | +1.82% | |
| 25 | DELL | Dell Technologies -c | Stock-Tech | 1.39% | +2.23% | +80.09% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 1.37% | -0.06% | +0.58% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.26% | -0.02% | +0.57% | |
| 28 | LIN | Linde plc | Stock-Materials | 1.22% | -0.05% | +0.34% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.18% | +0.10% | -0.10% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 1.16% | -0.15% | +6.79% | |
| 31 | CMI | Cummins Inc | Stock-Industrials | 1.15% | +0.28% | +0.63% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.11% | -0.05% | -1.41% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.10% | -0.10% | +1.59% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.05% | +0.02% | -0.35% | |
| 35 | ETN | Eaton Corporation plc | Stock-Industrials | 1.03% | +0.12% | +8.11% | |
| 36 | KLAC | Kla CORP | Stock-Tech | 1.00% | +1.07% | +1.87% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.00% | +0.43% | +9.55% | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.99% | — | +0.41% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.97% | -0.02% | +0.80% | |
| 40 | UNP | Union Pacific CORP | Stock-Industrials | 0.93% | +0.01% | +1.16% | |
| 41 | COP | Conocophillips | Stock-Energy | 0.93% | -0.10% | -0.76% | |
| 42 | ANET | Arista Networks Inc | Stock-Tech | 0.93% | +0.30% | +2.03% | |
| 43 | AON | Aon plc | Stock-Financials | 0.90% | -0.03% | +2.32% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.86% | -0.15% | -0.63% | |
| 45 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.85% | +0.03% | +0.94% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.80% | -0.12% | -0.88% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.72% | -0.01% | +5.10% | |
| 48 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.70% | — | +5.35% | |
| 49 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.68% | +0.08% | +7.65% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.03% | +0.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | MA | Mastercard Inc - A | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 6 | AVGO | Broadcom Inc | — | NEW | New buy |
| 7 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 8 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 9 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 10 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 11 | RTX | Rtx CORP | — | NEW | New buy |
| 12 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 13 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 14 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 15 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 16 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 17 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 18 | NFLX | Netflix Inc | — | NEW | New buy |
| 19 | PM | Philip Morris International | — | NEW | New buy |
| 20 | CB | Chubb Limited | — | NEW | New buy |
| 21 | CRM | Salesforce Inc | — | NEW | New buy |
| 22 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 23 | CVX | Chevron CORP | — | NEW | New buy |
| 24 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 25 | DELL | Dell Technologies -c | — | NEW | New buy |
| 26 | SYK | Stryker CORP | — | NEW | New buy |
| 27 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 28 | LIN | Linde plc | — | NEW | New buy |
| 29 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 30 | ABT | Abbott Laboratories | — | NEW | New buy |
| 31 | CMI | Cummins Inc | — | NEW | New buy |
| 32 | KO | Coca-cola Co/the | — | NEW | New buy |
| 33 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 34 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 35 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 36 | KLAC | Kla CORP | — | NEW | New buy |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 38 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 39 | HD | Home Depot Inc | — | NEW | New buy |
| 40 | UNP | Union Pacific CORP | — | NEW | New buy |
| 41 | COP | Conocophillips | — | NEW | New buy |
| 42 | ANET | Arista Networks Inc | — | NEW | New buy |
| 43 | AON | Aon plc | — | NEW | New buy |
| 44 | PEP | Pepsico Inc | — | NEW | New buy |
| 45 | EW | Edwards Lifesciences CORP | — | NEW | New buy |
| 46 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 47 | ADBE | Adobe Inc | — | NEW | New buy |
| 48 | IR | Ingersoll-rand Inc | — | NEW | New buy |
| 49 | DHI | Dr Horton Inc | — | NEW | New buy |
| 50 | ABBV | Abbvie Inc | — | NEW | New buy |
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 252 disclosed positions in Q1 2025.
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, MA) accounted for 12.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $68.9M
During Q1 2025, Beese Fulmer Investment Management, Inc.'s top holdings by market value included AAPL (5.9%)、MSFT (4.3%)、MA (3.2%). The largest single position, AAPL, represented 5.9% of total portfolio value.
In Q1 2025, Beese Fulmer Investment Management, Inc. made 200 total portfolio adjustments, initiating 200 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
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