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CIK: 0000911274
Total reported value
$1.7B
$1.7B
285 檔
16.6%
As reported in its official Q3 2025 Form 13F filing, Beese Fulmer Investment Management, Inc.'s tracked investment portfolio stood at $1.7B with 285 total positions.
In Q3 2025, Beese Fulmer Investment Management, Inc. displayed an active expansion posture, initiating 49 new positions and adding to 94 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 285 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.57% | +0.14% | -0.59% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.04% | -0.30% | +0.10% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.84% | +0.25% | -2.64% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.76% | +0.10% | +0.71% | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 2.61% | -0.15% | -0.95% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.55% | +0.31% | -0.32% | |
| 7 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.18% | -0.19% | -1.41% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.18% | +0.20% | -0.14% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.17% | -0.11% | +6.43% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | +0.02% | -1.02% | |
| 11 | RTX | Rtx CORP | Stock-Industrials | 2.03% | -0.24% | -0.31% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.96% | -0.30% | +0.56% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.77% | -0.12% | -0.39% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.75% | -0.12% | +3.00% | |
| 15 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.73% | -0.27% | +0.99% | |
| 16 | DELL | Dell Technologies -c | Stock-Tech | 1.71% | +2.23% | -0.37% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.65% | -0.41% | -1.05% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 1.57% | -2.22% | EXIT | |
| 19 | ANET | Arista Networks Inc | Stock-Tech | 1.48% | +0.30% | +2.35% | |
| 20 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.38% | +0.10% | -1.54% | |
| 21 | KLAC | Kla CORP | Stock-Tech | 1.31% | +1.07% | +0.62% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.31% | -0.12% | -0.59% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 1.29% | +0.12% | +4.29% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 1.29% | — | +2.36% | |
| 25 | CMI | Cummins Inc | Stock-Industrials | 1.28% | +0.28% | +0.07% | |
| 26 | ICE | Intercontinental Exchange In | Stock-Financials | 1.15% | -0.30% | +1.80% | |
| 27 | CB | Chubb Limited | Stock-Financials | 1.15% | -0.05% | +1.57% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.14% | -0.22% | +2.10% | |
| 29 | SYK | Stryker CORP | Stock-Healthcare | 1.13% | -0.06% | +1.99% | |
| 30 | CRM | Salesforce Inc | Stock-Tech | 1.09% | -0.04% | -0.29% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.09% | -0.35% | +0.58% | |
| 32 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.05% | -0.10% | +1.17% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.04% | +0.43% | +19.10% | |
| 34 | LIN | Linde plc | Stock-Materials | 1.02% | -0.05% | +1.22% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.99% | -0.15% | +2.46% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.97% | +0.08% | -0.62% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.92% | — | +1.36% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.90% | -0.02% | -7.33% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.90% | -0.02% | +0.28% | |
| 40 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.82% | +0.03% | +8.59% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.80% | -0.05% | -2.40% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.78% | +0.01% | +1.39% | |
| 43 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.76% | +0.08% | -2.00% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.70% | -0.12% | -0.78% | |
| 45 | AON | Aon plc | Stock-Financials | 0.69% | -0.03% | +4.72% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.69% | -0.10% | +2.35% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.15% | -1.25% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.03% | +0.69% | |
| 49 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 0.59% | -0.01% | +0.97% | |
| 50 | ADBE | Adobe Inc | Stock-Tech | 0.57% | -0.01% | +0.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.3% | -2.64% | Trim |
| 2 | IVW | Ishares S&p 500 Growth ETF | +1% | -0.62% | Add |
| 3 | MSFT | Microsoft CORP | +0.7% | +0.10% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -0.32% | Add |
| 5 | ANET | Arista Networks Inc | +0.6% | +2.35% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.4% | -0.14% | Trim |
| 7 | DELL | Dell Technologies -c | +0.3% | -0.37% | Trim |
| 8 | KLAC | Kla CORP | +0.3% | +0.62% | Add |
| 9 | ETN | Eaton Corporation plc | +0.3% | +4.29% | Add |
| 10 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +1.95% | Add |
| 11 | GS | Goldman Sachs Group Inc | +0.2% | -1.54% | Add |
| 12 | CMI | Cummins Inc | +0.1% | +0.07% | Add |
| 13 | CW | Curtiss-wright CORP | +0.1% | -1.94% | Trim |
| 14 | LLY | Eli Lilly & Co | +0.1% | +49.75% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.02% | Add |
| 16 | CAT | Caterpillar Inc | +0.1% | -2.19% | Add |
| 17 | DHI | Dr Horton Inc | +0.1% | -2.00% | Add |
| 18 | NVDA | Nvidia CORP | +0.1% | -8.55% | Trim |
| 19 | GEV | GE Vernova Inc | +0.1% | +0.15% | Add |
| 20 | GE | General Electric | +0.1% | -1.99% | Add |
| 21 | HBAN | Huntington Bancshares Inc | +0.1% | +19.62% | Add |
| 22 | ORCL | Oracle CORP | +0.1% | -3.97% | Trim |
| 23 | MPC | Marathon Petroleum CORP | +0.1% | +0.06% | Add |
| 24 | RTX | Rtx CORP | 0% | -0.31% | Add |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +19.10% | Add |
| 26 | PSX | Phillips 66 | 0% | +0.12% | Add |
| 27 | HON | Honeywell International Inc | 0% | -5.39% | Add |
| 28 | META | Meta Platforms Inc-class A | 0% | -0.39% | Trim |
| 29 | NFLX | Netflix Inc | 0% | -1.05% | Trim |
| 30 | ROK | Rockwell Automation Inc | 0% | -0.35% | Add |
| 31 | VIG | Vanguard Dividend Apprec ETF | 0% | -5.36% | Add |
| 32 | WMT | Walmart Inc | 0% | +10.94% | Add |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 0% | -8.89% | Trim |
| 34 | CSCO | Cisco Systems Inc | 0% | +0.18% | Add |
| 35 | PANW | Palo Alto Networks Inc | 0% | +120.70% | Add |
| 36 | TSLA | Tesla Inc | 0% | -0.05% | Add |
| 37 | TT | Trane Technologies plc | 0% | +0.11% | Add |
| 38 | PFE | Pfizer Inc | 0% | -15.35% | Add |
| 39 | VB | Vanguard Small-cap ETF | 0% | +0.10% | Add |
| 40 | PH | Parker Hannifin CORP | 0% | -1.45% | Add |
| 41 | EFA | Ishares Msci Eafe ETF | 0% | -13.19% | Add |
| 42 | RPM | Rpm International Inc | 0% | -0.79% | Add |
| 43 | CCNE | Cnb Financial Corp/pa | 0% | +132.72% | Add |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.36% | Add |
| 45 | AXON | Axon Enterprise Inc | 0% | -1.07% | Trim |
| 46 | IVV | Ishares Core S&p 500 ETF | 0% | -0.11% | Add |
| 47 | BA | Boeing Co/the | 0% | +0.84% | Add |
| 48 | GD | General Dynamics CORP | 0% | — | Add |
| 49 | MS | Morgan Stanley | 0% | +0.11% | Add |
| 50 | AFL | Aflac Inc | 0% | +43.75% | Add |
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 Q3 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, AVGO) accounted for 16.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
IVE
市值: $13.4M
Top Position Liquidated / Trimmed
NVO
前期市值: $11.5M
During Q3 2025, Beese Fulmer Investment Management, Inc.'s top holdings by market value included AAPL (5.6%)、MSFT (5.0%)、AVGO (3.8%). The largest single position, AAPL, represented 5.6% of total portfolio value.
In Q3 2025, Beese Fulmer Investment Management, Inc. made 198 total portfolio adjustments, initiating 49 new buys, adding to 94 positions, trimming 41 holdings, and fully liquidating 14 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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