BF

BEESE FULMER INVESTMENT MANAGEMENT, INC.

13F
BEESE FULMER INVESTMENT MANAGEMENT, INC.
Last update 2025-04-09 251 Stocks (25 new)
Value $1.16 Bil Turnover 3 %
Countries:
Top Holdings: AAPL(5.93%)MSFT(4.34%)MA(3.19%)AMZN(2.91%)BRK.B(2.64%)
Summary Stock Picks Current Portfolio
BEESE FULMER INVESTMENT MANAGE... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
310,364
68,941.2
+0.47%
5.930
+0.03%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
MSFT
Microsoft Corp
134,422
50,460.8
+1.56%
4.340
+0.07%
0.000
+35.37%
+20.48%
3,759,901.0
Software
MA
Mastercard Inc
67,511
37,004.1
-0.31%
3.190
-0.01%
0.010
+6.20%
+7.22%
510,423.9
Credit Services
AMZN
Amazon.com Inc
177,855
33,838.6
+0.46%
2.910
+0.01%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
BRK.B
Berkshire Hathaway Inc
57,579
30,665.4
-1.01%
2.640
-0.02%
0.000
-8.39%
+6.48%
1,039,832.6
Insurance
AVGO
Broadcom Inc
173,520
29,052.5
-1.76%
2.500
-0.06%
0.000
+60.74%
+23.02%
1,334,327.7
Semiconductors
COST
Costco Wholesale Corp
30,364
28,717.7
-1.42%
2.470
-0.03%
0.010
-3.43%
+2.97%
417,396.2
Retail - Defensive
ORLY
O'Reilly Automotive Inc
300,540
28,703.2
-1.80%
2.470
-0.04%
0.040
+3.68%
+20.70%
81,569.0
Vehicles & Parts
XOM
Exxon Mobil Corp
195,731
23,278.3
+2.22%
2.000
+0.04%
0.000
+3.33%
+4.06%
473,758.6
Oil & Gas
GOOGL
Alphabet Inc
150,083
23,208.8
+1.79%
2.000
+0.04%
0.000
+22.60%
+0.73%
2,312,572.8
Interactive Media

BEESE FULMER INVESTMENT MANAGEMENT, INC.'s Historical Top Holdings Breakdowns

BEESE FULMER INVESTMENT MANAGEMENT, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TXN
Texas Instruments Inc
2025-03-31
Reduce
Reduce
-0.80%
●
173.6 ($187.2) 203.96
$186.25
-0.51%
Reduce -89.72%
5,729
-49,984
DELL
Dell Technologies Inc
2025-03-31
Add
Add
+0.62%
●
90.34 ($105.78) 124.66
$127.22
20.27%
Add 80.09%
177,256
78,830
TMUS
T-Mobile US Inc
2025-03-31
New Buy
New Buy
+0.54%
●
211.3 ($246.5) 272.83
$233.93
-5.10%
New holding
23,676
23,676
CMCSA
Comcast Corp
2025-03-31
Reduce
Reduce
-0.53%
●
33.19 ($36.08) 38.23
$35.79
-0.80%
Reduce -57.17%
123,924
-165,385
LLY
Eli Lilly and Co
2025-03-31
Add
Add
+0.11%
●
725.72 ($832.09) 929.72
$798.89
-3.99%
Add 255.21%
2,149
1,544
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.09%
●
77.7 ($78.41) 78.94
$79.29
1.12%
Add 9.55%
147,306
12,843
ETN
Eaton Corp PLC
2025-03-31
Add
Add
+0.08%
●
271.83 ($311.37) 371.23
$380.24
22.12%
Add 8.11%
43,902
3,294
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.07%
●
375.39 ($407.71) 447.2
$505.87
24.08%
Add 1.56%
134,422
2,066
ABT
Abbott Laboratories
2025-03-31
Add
Add
+0.07%
●
111.1 ($127.27) 140.22
$125.83
-1.13%
Add 6.79%
101,422
6,451
VB
Vanguard Small Cap ETF
2025-03-31
Reduce
Reduce
-0.06%
●
217.89 ($238.81) 252.64
$247.42
3.61%
Reduce -51.45%
2,686
-2,847

BEESE FULMER INVESTMENT MANAGEMENT, INC. Total Holding History ($B)

To

BEESE FULMER INVESTMENT MANAGEMENT, INC.'s Asset Allocation

To

BEESE FULMER INVESTMENT MANAGEMENT, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BEESE FULMER INVESTMENT MANAGEMENT, INC.'s Hypothetical Growth since 2025-03-31

BEESE FULMER INVESTMENT MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

BEESE FULMER INVESTMENT MANAGEMENT, INC.'s Holdings Heat Map

Size field:

BEESE FULMER INVESTMENT MANAGEMENT, INC.'s Holdings Bubble Chart

BEESE FULMER INVESTMENT MANAGEMENT, INC. News

  • 1

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