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CIK: 0000911274
Total reported value
$1.7B
$1.7B
285 檔
15.0%
The Q2 2025 SEC filing reveals that Beese Fulmer Investment Management, Inc. held a total portfolio value of $1.7B, covering 285 public equity positions.
In Q2 2025, Beese Fulmer Investment Management, Inc. displayed an active expansion posture, initiating 39 new positions and adding to 111 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 285 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.21% | -0.30% | +4.57% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.87% | +0.14% | +2.60% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.55% | +0.25% | -0.35% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.95% | +0.10% | +1.52% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 2.81% | -0.15% | -0.69% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.25% | -0.30% | +0.41% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.13% | -0.11% | +2.16% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | +0.02% | +2.98% | |
| 9 | NFLX | Netflix Inc | Stock-Comm Services | 2.00% | -0.41% | -0.26% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.00% | +0.31% | +1.59% | |
| 11 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.99% | -0.19% | +1382.90% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.93% | -0.12% | +0.10% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 1.91% | -0.24% | +0.63% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.71% | +0.20% | -0.73% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.61% | -2.22% | EXIT | |
| 16 | DELL | Dell Technologies -c | Stock-Tech | 1.60% | +2.23% | -1.15% | |
| 17 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.58% | -0.27% | +0.77% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 1.53% | — | +0.22% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.50% | -0.12% | +2.75% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.47% | -0.12% | +2.28% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 1.36% | -0.04% | +4.03% | |
| 22 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.35% | +0.10% | +1.77% | |
| 23 | ICE | Intercontinental Exchange In | Stock-Financials | 1.32% | -0.30% | +0.43% | |
| 24 | SYK | Stryker CORP | Stock-Healthcare | 1.28% | -0.06% | +1.63% | |
| 25 | ETN | Eaton Corporation plc | Stock-Industrials | 1.27% | +0.12% | +9.21% | |
| 26 | CB | Chubb Limited | Stock-Financials | 1.25% | -0.05% | -0.35% | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.21% | -0.10% | +1.66% | |
| 28 | KLAC | Kla CORP | Stock-Tech | 1.16% | +1.07% | +2.00% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.16% | -0.22% | +1.64% | |
| 30 | ANET | Arista Networks Inc | Stock-Tech | 1.09% | +0.30% | +2.82% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.07% | -0.35% | +1.89% | |
| 32 | CMI | Cummins Inc | Stock-Industrials | 1.07% | +0.28% | +3.00% | |
| 33 | LIN | Linde plc | Stock-Materials | 1.07% | -0.05% | +0.72% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 1.05% | -0.15% | +2.57% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.99% | -0.02% | +2.69% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.96% | +0.08% | +4219.15% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.95% | -0.05% | +0.04% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.94% | +0.43% | +7.81% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.93% | — | — | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.87% | -0.02% | +4.29% | |
| 41 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.82% | +0.03% | +2.66% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.81% | +0.01% | +2.94% | |
| 43 | AON | Aon plc | Stock-Financials | 0.71% | -0.03% | +1.74% | |
| 44 | COP | Conocophillips | Stock-Energy | 0.68% | -0.10% | -0.41% | |
| 45 | ADBE | Adobe Inc | Stock-Tech | 0.67% | -0.01% | +7.43% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.67% | -0.12% | +1.98% | |
| 47 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.66% | -0.01% | — | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.15% | -1.73% | |
| 49 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.64% | +0.08% | +6.16% | |
| 50 | IR | Ingersoll-rand Inc | Stock-Industrials | 0.60% | — | -4.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.1% | -0.35% | Trim |
| 2 | IVW | Ishares S&p 500 Growth ETF | +0.9% | +4219.15% | Add |
| 3 | IVE | Ishares S&p 500 Value ETF | +0.9% | NEW | New buy |
| 4 | MSFT | Microsoft CORP | +0.9% | +4.57% | Add |
| 5 | BAH | Booz Allen Hamilton Holdings | +0.7% | NEW | New buy |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.5% | NEW | New buy |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.4% | NEW | New buy |
| 8 | NFLX | Netflix Inc | +0.4% | -0.26% | Trim |
| 9 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +655.73% | Add |
| 10 | IBDR | Ishares Ibonds Dec 2026 Term | +0.3% | NEW | New buy |
| 11 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.3% | NEW | New buy |
| 12 | FLOT | Ishares Floating Rate Bond E | +0.3% | NEW | New buy |
| 13 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.3% | NEW | New buy |
| 14 | ETN | Eaton Corporation plc | +0.2% | +9.21% | Add |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | NEW | New buy |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.2% | NEW | New buy |
| 17 | DELL | Dell Technologies -c | +0.2% | -1.15% | Trim |
| 18 | META | Meta Platforms Inc-class A | +0.2% | +0.10% | Add |
| 19 | GS | Goldman Sachs Group Inc | +0.2% | +1.77% | Add |
| 20 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | NEW | New buy |
| 21 | KLAC | Kla CORP | +0.2% | +2.00% | Add |
| 22 | ANET | Arista Networks Inc | +0.2% | +2.82% | Add |
| 23 | CW | Curtiss-wright CORP | +0.1% | -2.90% | Trim |
| 24 | DIS | Walt Disney Co/the | +0.1% | +1.66% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +2.98% | Add |
| 26 | NVDA | Nvidia CORP | +0.1% | +2.17% | Add |
| 27 | VYM | Vanguard High Dvd Yield ETF | +0.1% | NEW | New buy |
| 28 | AXON | Axon Enterprise Inc | +0.1% | -1.32% | Trim |
| 29 | TT | Trane Technologies plc | +0.1% | +6.07% | Add |
| 30 | GEV | GE Vernova Inc | +0.1% | +12.57% | Add |
| 31 | HON | Honeywell International Inc | +0.1% | +187.18% | Add |
| 32 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +37.31% | Add |
| 33 | GE | General Electric | +0.1% | +5.25% | Add |
| 34 | PFE | Pfizer Inc | +0.1% | +70.03% | Add |
| 35 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 36 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | NEW | New buy |
| 37 | AMZN | Amazon.com Inc | 0% | +1.52% | Add |
| 38 | DE | Deere & Co | 0% | +19.10% | Add |
| 39 | ROK | Rockwell Automation Inc | 0% | +1.26% | Add |
| 40 | LLY | Eli Lilly & Co | 0% | +51.14% | Add |
| 41 | CSCO | Cisco Systems Inc | 0% | +55.55% | Add |
| 42 | MPC | Marathon Petroleum CORP | 0% | +94.09% | Add |
| 43 | PSX | Phillips 66 | 0% | +261.97% | Add |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | NEW | New buy |
| 45 | IAU | Ishares Gold Trust | 0% | NEW | New buy |
| 46 | PLAY | Dave & Buster's Entertainmen | 0% | NEW | New buy |
| 47 | CAT | Caterpillar Inc | 0% | +5.25% | Add |
| 48 | IBM | Intl Business Machines CORP | 0% | +10.84% | Add |
| 49 | CRWD | Crowdstrike Holdings Inc - A | 0% | +0.25% | Add |
| 50 | ORCL | Oracle 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 285 disclosed positions in Q2 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 MSFT, AAPL, AVGO) accounted for 15.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
IVE
市值: $12.5M
Top Position Liquidated / Trimmed
NVO
前期市值: $11.5M
During Q2 2025, Beese Fulmer Investment Management, Inc.'s top holdings by market value included MSFT (5.2%)、AAPL (4.9%)、AVGO (3.5%). The largest single position, MSFT, represented 5.2% of total portfolio value.
In Q2 2025, Beese Fulmer Investment Management, Inc. made 192 total portfolio adjustments, initiating 39 new buys, adding to 111 positions, trimming 37 holdings, and fully liquidating 5 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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