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CIK: 0000911274
Total reported value
$1.7B
$1.7B
435 檔
15.6%
During the Q1 2026 filing period, Beese Fulmer Investment Management, Inc. (CIK: 0000911274) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.7B across 435 reported positions.
In Q1 2026, Beese Fulmer Investment Management, Inc. displayed an active expansion posture, initiating 56 new positions and adding to 67 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 435 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.24% | +0.14% | -0.35% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | -0.30% | +0.62% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.34% | +0.25% | +0.23% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.80% | +0.31% | -1.08% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.52% | +0.10% | +1.79% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.25% | +0.20% | -4.12% | |
| 7 | XOM | Exxon Mobil CORP | Stock-Energy | 2.22% | -2.22% | EXIT | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 2.18% | -0.24% | -0.92% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.13% | -0.12% | -2.29% | |
| 10 | MA | Mastercard Inc - A | Stock-Financials | 2.12% | -0.15% | -1.05% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.00% | -0.30% | -49.94% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.86% | -0.11% | -3.46% | |
| 13 | DELL | Dell Technologies -c | Stock-Tech | 1.85% | +2.23% | +0.18% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.84% | -0.27% | +1.86% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.78% | +0.02% | +0.23% | |
| 16 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.74% | -0.19% | -1.03% | |
| 17 | KLAC | Kla CORP | Stock-Tech | 1.64% | +1.07% | -2.60% | |
| 18 | CMI | Cummins Inc | Stock-Industrials | 1.51% | +0.28% | -0.42% | |
| 19 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.40% | +0.10% | +1.46% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.40% | +0.08% | +328.02% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.36% | -0.12% | -48.63% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 1.32% | -0.41% | +3.67% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.30% | -0.35% | -1.51% | |
| 24 | CB | Chubb Limited | Stock-Financials | 1.28% | -0.05% | -49.56% | |
| 25 | PM | Philip Morris International | Stock-Consumer Staples | 1.26% | — | -49.82% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.24% | +0.43% | +11.27% | |
| 27 | MU | Micron Technology Inc | Stock-Tech | 1.20% | +1.78% | +8.29% | |
| 28 | ANET | Arista Networks Inc | Stock-Tech | 1.19% | +0.30% | +1.20% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 1.19% | +0.12% | -0.20% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.14% | -0.12% | +1.08% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.13% | -0.22% | -50.15% | |
| 32 | ICE | Intercontinental Exchange In | Stock-Financials | 1.04% | -0.30% | +2.04% | |
| 33 | LIN | Linde plc | Stock-Materials | 1.01% | -0.05% | +0.15% | |
| 34 | SYK | Stryker CORP | Stock-Healthcare | 0.99% | -0.06% | +2.70% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.92% | — | +4.04% | |
| 36 | IBM | Intl Business Machines CORP | Stock-Tech | 0.90% | +0.09% | +440.44% | |
| 37 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.88% | -0.86% | -1.03% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.86% | +0.08% | +2.77% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.84% | -0.05% | -0.54% | |
| 40 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.83% | +0.03% | +1.27% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.82% | -0.10% | -50.77% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.75% | +0.01% | +0.62% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.74% | +0.23% | -1.46% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.15% | +0.19% | |
| 45 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.70% | -0.07% | +201.34% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.69% | -0.02% | +0.31% | |
| 47 | TDG | Transdigm Group Inc | Stock-Industrials | 0.68% | +0.03% | +2.61% | |
| 48 | AON | Aon plc | Stock-Financials | 0.65% | -0.03% | +5.73% | |
| 49 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.15% | -5.24% | |
| 50 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.60% | +0.08% | +1.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +328.02% | Add |
| 2 | IBM | Intl Business Machines CORP | +0.7% | +440.44% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.6% | -50.84% | Trim |
| 4 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.5% | +201.34% | Add |
| 5 | DELL | Dell Technologies -c | +0.4% | +0.18% | Add |
| 6 | CVX | Chevron CORP | +0.3% | -1.51% | Trim |
| 7 | JNJ | Johnson & Johnson | +0.3% | -2.29% | Trim |
| 8 | MU | Micron Technology Inc | +0.3% | +8.29% | Add |
| 9 | COST | Costco Wholesale CORP | +0.2% | -49.94% | Trim |
| 10 | KLAC | Kla CORP | +0.2% | -2.60% | Trim |
| 11 | LIN | Linde plc | +0.1% | +0.15% | Add |
| 12 | CAT | Caterpillar Inc | +0.1% | -1.46% | Trim |
| 13 | EOG | Eog Resources Inc | +0.1% | -3.60% | Trim |
| 14 | ETN | Eaton Corporation plc | +0.1% | -0.20% | Trim |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +11.27% | Add |
| 16 | TJX | Tjx Companies Inc | +0.1% | +1.86% | Add |
| 17 | CW | Curtiss-wright CORP | +0.1% | -3.97% | Trim |
| 18 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +37.44% | Add |
| 19 | GEV | GE Vernova Inc | +0.1% | +7.11% | Add |
| 20 | NOC | Northrop Grumman CORP | +0.1% | -0.72% | Trim |
| 21 | RTX | Rtx CORP | +0.1% | -0.92% | Trim |
| 22 | NFLX | Netflix Inc | +0.1% | +3.67% | Add |
| 23 | KO | Coca-cola Co/the | +0.1% | -0.54% | Trim |
| 24 | WMT | Walmart Inc | +0.1% | +12.81% | Add |
| 25 | DE | Deere & Co | +0.1% | +1.35% | Add |
| 26 | CB | Chubb Limited | +0.1% | -49.56% | Trim |
| 27 | HSY | Hershey Co/the | +0.1% | -50.07% | Trim |
| 28 | FCX | Freeport-mcmoran Inc | +0.1% | +3.24% | Add |
| 29 | FDX | Fedex CORP | +0.1% | +5.15% | Add |
| 30 | MPC | Marathon Petroleum CORP | +0.1% | +13.18% | Add |
| 31 | CMI | Cummins Inc | 0% | -0.42% | Trim |
| 32 | RSP | Invesco S&p 500 Equal Weight | 0% | +13.76% | Add |
| 33 | VTIP | Vanguard Short-term Tips | 0% | +209.62% | Add |
| 34 | IWR | Ishares Russell Mid-cap ETF | 0% | +74.59% | Add |
| 35 | PSX | Phillips 66 | 0% | -1.11% | Trim |
| 36 | UNP | Union Pacific CORP | 0% | +0.62% | Add |
| 37 | IJR | Ishares Core S&p Small-cap E | 0% | +5.21% | Add |
| 38 | VZ | Verizon Communications Inc | 0% | +20.54% | Add |
| 39 | BMY | Bristol-myers Squibb Co | 0% | +14.17% | Add |
| 40 | FIX | Comfort Systems USA Inc | 0% | +30.81% | Add |
| 41 | PH | Parker Hannifin CORP | 0% | +111.58% | Add |
| 42 | IJH | Ishares Core S&p Midcap ETF | 0% | +6.76% | Add |
| 43 | APD | Air Products & Chemicals Inc | 0% | +2.83% | Add |
| 44 | BIIB | Biogen Inc | 0% | +111.40% | Add |
| 45 | JNJ | Johnson & Johnson | 0% | +25.35% | Add |
| 46 | BKNG | Booking Holdings Inc | 0% | +169.12% | Add |
| 47 | WDC | Western Digital CORP | 0% | +40.14% | Add |
| 48 | PCG | P G & E CORP | 0% | +45.89% | Add |
| 49 | PM | Philip Morris International | 0% | -49.82% | Trim |
| 50 | IVE | Ishares S&p 500 Value ETF | 0% | +4.04% | 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 435 disclosed positions in Q1 2026.
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 15.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
LITE
市值: $2.9M
Top Position Liquidated / Trimmed
APP
前期市值: $2.2M
During Q1 2026, Beese Fulmer Investment Management, Inc.'s top holdings by market value included AAPL (5.2%)、MSFT (3.4%)、AVGO (3.3%). The largest single position, AAPL, represented 5.2% of total portfolio value.
In Q1 2026, Beese Fulmer Investment Management, Inc. made 200 total portfolio adjustments, initiating 56 new buys, adding to 67 positions, trimming 49 holdings, and fully liquidating 28 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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