BF

Beese Fulmer Investment Management, INC.

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$1.6B

Reporting period: 2026-03-31 · Number of holdings: 435

BEESE FULMER INVESTMENT MANAGEMENT, INC. disclosed 435 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.6B and a quarterly turnover rate of 18.6%.

Personality snowflake

Concentration
6.1
Portfolio Stability
18.55
Momentum/Contrarian
100
Sector conviction
49.57
Diversification
100
Sizing Uniformity
76.24

Recent moves

  • Trim MSFT

    +0.6%　-$15.9M

  • Trim CRM

    -92.5%　-$16.6M

  • Add NVDA

    +328.0%　$16.4M

  • Add IBM

    +440.4%　$10.9M

  • Add XOM

    -50.8%　$9.6M

  • Trim BSX

    -1.0%　-$7.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech5.24%-0.49%-0.35%
2MSFTMicrosoft CORPStock-Tech3.40%-1.09%+0.62%
3AVGOBroadcom INCStock-Tech3.34%-0.44%+0.23%
4GOOGLAlphabet Inc-cl AStock-Comm Services2.80%-0.33%-1.08%
5AMZNAmazon.com INCStock-Consumer Disc2.52%-0.27%+1.79%
6GOOGAlphabet Inc-cl CStock-Comm Services2.25%-0.35%-4.12%
7XOMExxon Mobil CORPStock-Energy2.22%+0.60%-50.84%
8RTXRtx CORPStock-Industrials2.18%+0.06%-0.92%
9JNJJohnson & JohnsonStock-Healthcare2.13%+0.26%-2.29%
10MAMastercard INC - AStock-Financials2.12%-0.37%-1.05%
11COSTCostco Wholesale CORPStock-Consumer Staples2.00%+0.24%-49.94%
12BRK-BBerkshire Hathaway Inc-cl BStock-Other1.86%-0.19%-3.46%
13DELLDell Technologies -cStock-Tech1.85%+0.41%+0.18%
14TJXTjx Companies INCStock-Consumer Disc1.84%+0.08%+1.86%
15JPMJpmorgan Chase & CoStock-Financials1.78%-0.20%+0.23%
16ORLYO'reilly Automotive INCStock-Consumer Disc1.74%—-1.03%
17KLACKla CORPStock-Tech1.64%+0.23%-2.60%
18CMICummins INCStock-Industrials1.51%+0.04%-0.42%
19GSGoldman Sachs Group INCStock-Financials1.40%—+1.46%
20NVDANvidia CORPStock-Tech1.40%+1.04%+328.02%
21METAMeta Platforms Inc-class AStock-Comm Services1.36%-0.19%-48.63%
22NFLXNetflix INCStock-Comm Services1.32%+0.06%+3.67%
23CVXChevron CORPStock-Energy1.30%+0.31%-1.51%
24CBChubb LimitedStock-Financials1.28%+0.05%-49.56%
25PMPhilip Morris InternationalStock-Consumer Staples1.26%—-49.82%
26VCSHVanguard S/t CORP Bond ETFETF-Corp Bonds1.24%+0.10%+11.27%
27MUMicron Technology INCStock-Tech1.20%+0.25%+8.29%
28ANETArista Networks INCStock-Tech1.19%-0.09%+1.20%
29ETNEaton Corporation plcStock-Industrials1.19%+0.11%-0.20%
30PGProcter & Gamble Co/theStock-Consumer Staples1.14%—+1.08%
31MCDMcdonald's CORPStock-Consumer Disc1.13%—-50.15%
32ICEIntercontinental Exchange InStock-Financials1.04%—+2.04%
33LINLinde plcStock-Materials1.01%+0.13%+0.15%
34SYKStryker CORPStock-Healthcare0.99%—+2.70%
35IVEIshares S&p 500 Value ETFETF-Large Cap & Growth0.92%—+4.04%
36IBMIntl Business Machines CORPStock-Tech0.90%+0.69%+440.44%
37BSXBoston Scientific CORPStock-Healthcare0.88%-0.50%-1.03%
38IVWIshares S&p 500 Growth ETFETF-Large Cap & Growth0.86%—+2.77%
39KOCoca-cola Co/theStock-Consumer Staples0.84%+0.06%-0.54%
40EWEdwards Lifesciences CORPStock-Healthcare0.83%—+1.27%
41DISWalt Disney Co/theStock-Comm Services0.82%-0.19%-50.77%
42UNPUnion Pacific CORPStock-Industrials0.75%—+0.62%
43CATCaterpillar INCStock-Industrials0.74%+0.13%-1.46%
44ABTAbbott LaboratoriesStock-Healthcare0.72%-0.17%+0.19%
45IBDSIshrs Ibnds Dec 27 CORP ETFETF-Other0.70%+0.46%+201.34%
46HDHome Depot INCStock-Consumer Disc0.69%—+0.31%
47TDGTransdigm Group INCStock-Industrials0.68%-0.09%+2.61%
48AONAon plcStock-Financials0.65%—+5.73%
49PEPPepsico INCStock-Consumer Staples0.63%—-5.24%
50DHIDr Horton INCStock-Consumer Disc0.60%—+1.45%
1–50 of 435

Holding changes this quarter

Beese Fulmer Investment Management, INC.'s most significant position changes for 2026-03-31: New buy: Lumentum Holdings INC (LITE); Sold out: Applovin Corp-class A (APP); New buy: Ishares Broad Usd High Yield (USHY); Add: Microsoft CORP (MSFT) — shares +0.62%; Trim: Salesforce INC (CRM) — shares -92.53%.

Position changes disclosed by Beese Fulmer Investment Management, INC. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1NVDANvidia CORP+1%+328.02%Add
2IBMIntl Business Machines CORP+0.7%+440.44%Add
3XOMExxon Mobil CORP+0.6%-50.84%Trim
4IBDSIshrs Ibnds Dec 27 CORP ETF+0.5%+201.34%Add
5DELLDell Technologies -c+0.4%+0.18%Add
6CVXChevron CORP+0.3%-1.51%Trim
7JNJJohnson & Johnson+0.3%-2.29%Trim
8MUMicron Technology INC+0.3%+8.29%Add
9COSTCostco Wholesale CORP+0.2%-49.94%Trim
10KLACKla CORP+0.2%-2.60%Trim
11LINLinde plc+0.1%+0.15%Add
12CATCaterpillar INC+0.1%-1.46%Trim
13EOGEog Resources INC+0.1%-3.60%Trim
14ETNEaton Corporation plc+0.1%-0.20%Trim
15VCSHVanguard S/t CORP Bond ETF+0.1%+11.27%Add
16TJXTjx Companies INC+0.1%+1.86%Add
17CWCurtiss-wright CORP+0.1%-3.97%Trim
18IBDTIshares Ibonds Dec 2028 ETF+0.1%+37.44%Add
19GEVGE Vernova INC+0.1%+7.11%Add
20NOCNorthrop Grumman CORP+0.1%-0.72%Trim
21RTXRtx CORP+0.1%-0.92%Trim
22NFLXNetflix INC+0.1%+3.67%Add
23KOCoca-cola Co/the+0.1%-0.54%Trim
24WMTWalmart INC+0.1%+12.81%Add
25DEDeere & Co+0.1%+1.35%Add
26CBChubb Limited+0.1%-49.56%Trim
27HSYHershey Co/the+0.1%-50.07%Trim
28CMICummins INC0%-0.42%Trim
29BRK-ABerkshire Hathaway Inc-cl A-0.1%-12.50%Trim
30TDGTransdigm Group INC-0.1%+2.61%Add
31ANETArista Networks INC-0.1%+1.20%Add
32AXPAmerican Express Co-0.1%-29.94%Trim
33ABTAbbott Laboratories-0.2%+0.19%Add
34DISWalt Disney Co/the-0.2%-50.77%Trim
35METAMeta Platforms Inc-class A-0.2%-48.63%Trim
36BRK-BBerkshire Hathaway Inc-cl B-0.2%-3.46%Trim
37JPMJpmorgan Chase & Co-0.2%+0.23%Add
38AMZNAmazon.com INC-0.3%+1.79%Add
39GOOGLAlphabet Inc-cl A-0.3%-1.08%Trim
40GOOGAlphabet Inc-cl C-0.4%-4.12%Trim
41COPConocophillips-0.4%-69.41%Trim
42MAMastercard INC - A-0.4%-1.05%Trim
43AVGOBroadcom INC-0.4%+0.23%Add
44AAPLApple INC-0.5%-0.35%Trim
45BSXBoston Scientific CORP-0.5%-1.03%Trim
46CRMSalesforce INC-1.1%-92.53%Trim
47MSFTMicrosoft CORP-1.1%+0.62%Add
48LITELumentum Holdings INC—NEWNew buy
49APPApplovin Corp-class A—EXITSold out
50USHYIshares Broad Usd High Yield—NEWNew buy

FAQ

What is Beese Fulmer Investment Management, INC. and what type of investor is it?
Beese Fulmer Investment Management, INC. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.6B, spread across 435 disclosed positions.
What are Beese Fulmer Investment Management, INC.'s largest equity positions?
Based on the latest 13F filing, Beese Fulmer Investment Management, INC.'s top holdings by market value are: 1. Apple INC (AAPL) — $81.8M (5.2%) 2. Microsoft CORP (MSFT) — $53.1M (3.4%) 3. Broadcom INC (AVGO) — $52.1M (3.3%) 4. Alphabet Inc-cl A (GOOGL) — $43.8M (2.8%) 5. Amazon.com INC (AMZN) — $39.4M (2.5%)
What changes did Beese Fulmer Investment Management, INC. make in its most recent portfolio filing?
In the latest reported quarter, Beese Fulmer Investment Management, INC. made 50 notable position adjustments: 2 new positions were initiated, 20 existing holdings were added to, 27 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Lumentum Holdings INC (LITE); Sold out: Applovin Corp-class A (APP); New buy: Ishares Broad Usd High Yield (USHY); Add: Microsoft CORP (MSFT) — shares +0.62%; Trim: Salesforce INC (CRM) — shares -92.53%
What sectors does Beese Fulmer Investment Management, INC. focus on?
Beese Fulmer Investment Management, INC. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 30.6% • Communication Services: 14.6% • Financials: 12.3% • Consumer Staples: 9.7% • Health Care: 9.2% • Consumer Discretionary: 8.2%