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CIK: 0000911274
Total reported value
$1.7B
$1.7B
395 檔
17.7%
At the close of Q4 2025, Beese Fulmer Investment Management, Inc. disclosed equity holdings valued at approximately $1.7B, spread across 395 reported holdings.
In Q4 2025, Beese Fulmer Investment Management, Inc. displayed an active expansion posture, initiating 86 new positions and adding to 71 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 395 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.73% | +0.14% | +2.22% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.49% | -0.30% | +1.38% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.78% | +0.25% | -0.25% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.13% | +0.31% | +1.24% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.79% | +0.10% | +2.20% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.60% | +0.20% | -1.55% | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 2.49% | -0.15% | +0.98% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 2.12% | -0.24% | +1.34% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.05% | -0.11% | +0.10% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.98% | +0.02% | +1.09% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.87% | -0.12% | +1.96% | |
| 12 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.76% | -0.27% | +1.84% | |
| 13 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.76% | -0.19% | +1.23% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.76% | -0.30% | +104.54% | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 1.62% | -2.22% | EXIT | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.55% | -0.12% | +106.89% | |
| 17 | CMI | Cummins Inc | Stock-Industrials | 1.47% | +0.28% | +0.28% | |
| 18 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.46% | +0.10% | +1.44% | |
| 19 | DELL | Dell Technologies -c | Stock-Tech | 1.44% | +2.23% | +0.74% | |
| 20 | KLAC | Kla CORP | Stock-Tech | 1.41% | +1.07% | +1.54% | |
| 21 | BSX | Boston Scientific CORP | Stock-Healthcare | 1.38% | -0.86% | +4839.40% | |
| 22 | ANET | Arista Networks Inc | Stock-Tech | 1.28% | +0.30% | +2.28% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 1.26% | -0.41% | +935.36% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 1.24% | — | +104.39% | |
| 25 | CB | Chubb Limited | Stock-Financials | 1.23% | -0.05% | +105.81% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.14% | -0.12% | -0.46% | |
| 27 | CRM | Salesforce Inc | Stock-Tech | 1.14% | -0.04% | -0.80% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.14% | +0.43% | +15.81% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.13% | -0.22% | +108.80% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 1.08% | +0.12% | +3.92% | |
| 31 | ICE | Intercontinental Exchange In | Stock-Financials | 1.07% | -0.30% | +2.66% | |
| 32 | SYK | Stryker CORP | Stock-Healthcare | 1.05% | -0.06% | +3.36% | |
| 33 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.01% | -0.10% | +103.33% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.99% | -0.35% | -1.38% | |
| 35 | MU | Micron Technology Inc | Stock-Tech | 0.95% | +1.78% | — | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.93% | +0.08% | -0.24% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.90% | — | +0.45% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.89% | -0.15% | +2.72% | |
| 39 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.88% | +0.03% | +3.98% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.88% | -0.05% | +2.17% | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.78% | -0.05% | -1.80% | |
| 42 | TDG | Transdigm Group Inc | Stock-Industrials | 0.77% | +0.03% | +296.14% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.02% | +2.28% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.72% | +0.01% | +0.55% | |
| 45 | AON | Aon plc | Stock-Financials | 0.68% | -0.03% | +5.60% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.63% | -0.10% | -0.94% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.15% | +3.85% | |
| 48 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.63% | +0.08% | +3.41% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.23% | -1.22% | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.61% | -0.12% | -3.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BSX | Boston Scientific CORP | +1.4% | +4839.40% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | +1.24% | Add |
| 3 | TDG | Transdigm Group Inc | +0.6% | +296.14% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.4% | -1.55% | Trim |
| 5 | CMI | Cummins Inc | +0.2% | +0.28% | Add |
| 6 | AAPL | Apple Inc | +0.2% | +2.22% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | +13.59% | Add |
| 8 | JNJ | Johnson & Johnson | +0.1% | +1.96% | Add |
| 9 | KLAC | Kla CORP | +0.1% | +1.54% | Add |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +15.81% | Add |
| 11 | RTX | Rtx CORP | +0.1% | +1.34% | Add |
| 12 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +146.39% | Add |
| 13 | GS | Goldman Sachs Group Inc | +0.1% | +1.44% | Add |
| 14 | CB | Chubb Limited | +0.1% | +105.81% | Add |
| 15 | EW | Edwards Lifesciences CORP | +0.1% | +3.98% | Add |
| 16 | CAT | Caterpillar Inc | +0.1% | -1.22% | Trim |
| 17 | FCX | Freeport-mcmoran Inc | +0.1% | +6.30% | Add |
| 18 | WMT | Walmart Inc | +0.1% | +27.34% | Add |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | +51.63% | Add |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +106.35% | Add |
| 21 | CRM | Salesforce Inc | +0.1% | -0.80% | Trim |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +88.50% | Add |
| 23 | APP | Applovin Corp-class A | 0% | +63.92% | Add |
| 24 | FDX | Fedex CORP | 0% | +11.39% | Add |
| 25 | VOO | Vanguard S&p 500 ETF | 0% | +227.22% | Add |
| 26 | COF | Capital One Financial CORP | 0% | +118.91% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | +2.20% | Add |
| 28 | TJX | Tjx Companies Inc | 0% | +1.84% | Add |
| 29 | GE | General Electric | 0% | +13.31% | Add |
| 30 | UPS | United Parcel Service-cl B | 0% | +32.99% | Add |
| 31 | PSX | Phillips 66 | 0% | +55.91% | Add |
| 32 | ISRG | Intuitive Surgical Inc | 0% | +18.23% | Add |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | +64.48% | Add |
| 34 | LMT | Lockheed Martin CORP | 0% | +55.08% | Add |
| 35 | GD | General Dynamics CORP | 0% | +21.23% | Add |
| 36 | VTV | Vanguard Value ETF | 0% | +29.57% | Add |
| 37 | WBD | Warner Bros Discovery Inc | 0% | +99.22% | Add |
| 38 | ROK | Rockwell Automation Inc | 0% | +0.48% | Add |
| 39 | GEV | GE Vernova Inc | 0% | +9.46% | Add |
| 40 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +14.00% | Add |
| 41 | MCK | Mckesson CORP | 0% | +1.31% | Add |
| 42 | KEY | Keycorp | 0% | +14.62% | Add |
| 43 | CIVB | Civista Bancshares Inc | 0% | -0.51% | Trim |
| 44 | VV | Vanguard Large-cap ETF | 0% | +63.93% | Add |
| 45 | GLD | Spdr Gold Shares | 0% | +0.82% | Add |
| 46 | PEP | Pepsico Inc | — | +3.85% | Add |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +3.83% | Add |
| 48 | MKL | Markel Group Inc | — | -2.79% | Trim |
| 49 | MCD | Mcdonald's CORP | 0% | +108.80% | Add |
| 50 | AON | Aon plc | 0% | +5.60% | 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 395 disclosed positions in Q4 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 17.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
MU
市值: $14.6M
Top Position Liquidated / Trimmed
IBDQ
前期市值: $3.4M
During Q4 2025, Beese Fulmer Investment Management, Inc.'s top holdings by market value included AAPL (5.7%)、MSFT (4.5%)、AVGO (3.8%). The largest single position, AAPL, represented 5.7% of total portfolio value.
In Q4 2025, Beese Fulmer Investment Management, Inc. made 200 total portfolio adjustments, initiating 86 new buys, adding to 71 positions, trimming 32 holdings, and fully liquidating 11 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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