Beese Fulmer Investment Management, Inc. Top Holdings and 13F Report (2025)

About Beese Fulmer Investment Management, Inc.

Investment Activity

Beese Fulmer Investment Management, Inc. has $1.16 billion in total holdings as of March 31, 2025.
Beese Fulmer Investment Management, Inc. owns shares of 252 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
Approximately 3.12% of the portfolio was purchased this quarter.
About 1.84% of the portfolio was sold this quarter.
This quarter, Beese Fulmer Investment Management, Inc. has purchased 228 new stocks and bought additional shares in 101 stocks.
Beese Fulmer Investment Management, Inc. sold shares of 71 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Apple: $68,941,236
Microsoft: $50,460,816
Mastercard: $37,004,129
Amazon.com: $33,838,599
Berkshire Hathaway: $30,665,424

Largest New Holdings this Quarter

872590104 - T-Mobile US: $6,314,626 Holding
81369Y506 - Energy Select Sector SPDR Fund: $673,588 Holding
373865104 - German American Bancorp: $481,875 Holding
46137V142 - Invesco Water Resources ETF: $447,317 Holding
85208R101 - SPROTT PHYSICAL GOLD & SILVER TR UNIT: $360,239 Holding

Largest Purchases this Quarter

Dell Technologies: 78,830 shares (about $7.19M)
T-Mobile US: 23,676 shares (about $6.31M)
Eli Lilly and Company: 1,544 shares (about $1.28M)
Vanguard Short-Term Corporate Bond ETF: 12,843 shares (about $1.01M)
Eaton: 3,294 shares (about $895.41K)

Largest Sales this Quarter

Texas Instruments: 49,984 shares (about $8.98M)
Comcast: 165,385 shares (about $6.10M)
Vanguard Small-Cap ETF: 2,847 shares (about $631.32K)
O'Reilly Automotive: 368 shares (about $527.19K)
Broadcom: 3,117 shares (about $521.88K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$68,941,236	$319,201 ▲	0.5%	310,364	5.9%	Computer and Technology
MSFT Microsoft	$50,460,816	$775,558 ▲	1.6%	134,422	4.3%	Computer and Technology
MA Mastercard	$37,004,129	$114,009 ▼	-0.3%	67,511	3.2%	Business Services
AMZN Amazon.com	$33,838,599	$155,442 ▲	0.5%	177,855	2.9%	Retail/Wholesale
BRK.B Berkshire Hathaway	$30,665,424	$313,157 ▼	-1.0%	57,579	2.6%	Finance
AVGO Broadcom	$29,052,454	$521,879 ▼	-1.8%	173,520	2.5%	Computer and Technology
COST Costco Wholesale	$28,717,684	$413,306 ▼	-1.4%	30,364	2.5%	Retail/Wholesale
ORLY O'Reilly Automotive	$28,703,173	$527,189 ▼	-1.8%	20,036	2.5%	Retail/Wholesale
XOM Exxon Mobil	$23,278,314	$505,810 ▲	2.2%	195,731	2.0%	Energy
GOOGL Alphabet	$23,208,835	$407,322 ▲	1.8%	150,083	2.0%	Computer and Technology
RTX RTX	$23,154,040	$104,644 ▼	-0.4%	174,800	2.0%	Aerospace
JPM JPMorgan Chase & Co.	$22,421,510	$109,404 ▲	0.5%	91,404	1.9%	Finance
JNJ Johnson & Johnson	$21,342,513	$454,403 ▲	2.2%	128,693	1.8%	Medical
TJX TJX Companies	$20,715,538	$88,305 ▲	0.4%	170,078	1.8%	Retail/Wholesale
PG Procter & Gamble	$20,600,980	$338,112 ▲	1.7%	120,884	1.8%	Consumer Staples
GOOG Alphabet	$20,410,043	$235,282 ▼	-1.1%	130,641	1.8%	Computer and Technology
META Meta Platforms	$20,189,394	$217,289 ▲	1.1%	35,029	1.7%	Computer and Technology
NFLX Netflix	$18,789,547	$24,246 ▲	0.1%	20,149	1.6%	Consumer Discretionary
PM Philip Morris International	$17,815,724	$34,444 ▲	0.2%	112,239	1.5%	Consumer Staples
CB Chubb	$17,551,357	$171,530 ▲	1.0%	58,119	1.5%	Finance
CRM Salesforce	$17,208,868	$76,751 ▲	0.4%	64,126	1.5%	Computer and Technology
ICE Intercontinental Exchange	$16,634,348	$95,565 ▼	-0.6%	96,431	1.4%	Finance
CVX Chevron	$16,517,422	$353,987 ▲	2.2%	98,735	1.4%	Energy
MCD McDonald's	$16,351,279	$292,065 ▲	1.8%	52,346	1.4%	Retail/Wholesale
DELL Dell Technologies	$16,156,897	$7,185,360 ▲	80.1%	177,256	1.4%	Computer and Technology
SYK Stryker	$15,881,302	$91,574 ▲	0.6%	42,663	1.4%	Medical
MRK Merck & Co., Inc.	$14,609,607	$82,579 ▲	0.6%	162,763	1.3%	Medical
LINDE PLC SHS	$14,133,571	$48,427 ▲	0.3%	30,353	1.2%	Stock
GS The Goldman Sachs Group	$13,699,314	$13,111 ▼	-0.1%	25,077	1.2%	Finance
ABT Abbott Laboratories	$13,453,661	$855,727 ▲	6.8%	101,422	1.2%	Medical
CMI Cummins	$13,373,544	$83,375 ▲	0.6%	42,667	1.2%	Auto/Tires/Trucks
KO Coca-Cola	$12,870,324	$184,493 ▼	-1.4%	179,703	1.1%	Consumer Staples
DIS Walt Disney	$12,756,166	$199,472 ▲	1.6%	129,242	1.1%	Consumer Discretionary
UNH UnitedHealth Group	$12,145,789	$42,424 ▼	-0.3%	23,190	1.0%	Medical
ETN Eaton	$11,933,881	$895,408 ▲	8.1%	43,902	1.0%	Industrials
KLAC KLA	$11,633,417	$213,457 ▲	1.9%	17,113	1.0%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$11,628,336	$1,013,826 ▲	9.6%	147,306	1.0%	ETF
NVO Novo Nordisk A/S	$11,494,959	$46,525 ▲	0.4%	165,538	1.0%	Medical
HD Home Depot	$11,217,847	$89,423 ▲	0.8%	30,609	1.0%	Retail/Wholesale
UNP Union Pacific	$10,829,405	$124,261 ▲	1.2%	45,841	0.9%	Transportation
COP ConocoPhillips	$10,797,841	$82,966 ▼	-0.8%	102,817	0.9%	Energy
ARISTA NETWORKS INC COM SHS	$10,786,533	$214,155 ▲	2.0%	139,217	0.9%	Stock
AON AON	$10,479,556	$237,854 ▲	2.3%	26,259	0.9%	Finance
PEP PepsiCo	$9,957,667	$63,425 ▼	-0.6%	66,411	0.9%	Consumer Staples
EW Edwards Lifesciences	$9,931,065	$92,847 ▲	0.9%	137,018	0.9%	Medical
LOW Lowe's Companies	$9,304,244	$82,330 ▼	-0.9%	39,893	0.8%	Retail/Wholesale
ADBE Adobe	$8,348,298	$405,008 ▲	5.1%	21,767	0.7%	Computer and Technology
IR Ingersoll Rand	$8,087,432	$410,554 ▲	5.3%	101,055	0.7%	Industrials
DHI D.R. Horton	$7,947,001	$564,837 ▲	7.7%	62,511	0.7%	Construction
ABBV AbbVie	$7,357,714	$1,048 ▲	0.0%	35,117	0.6%	Medical
EOG EOG Resources	$6,913,451	$140,423 ▲	2.1%	53,910	0.6%	Energy
HSY Hershey	$6,856,257	$58,321 ▼	-0.8%	40,088	0.6%	Consumer Staples
BRK.A Berkshire Hathaway	$6,387,533		0.0%	8	0.5%	Finance
TMUS T-Mobile US	$6,314,626	$6,314,626 ▲	New Holding	23,676	0.5%	Computer and Technology
NOC Northrop Grumman	$5,425,770	$9,728 ▼	-0.2%	10,597	0.5%	Aerospace
CAT Caterpillar	$5,343,975	$1,649 ▼	0.0%	16,204	0.5%	Industrials
CMCSA Comcast	$4,572,796	$6,102,707 ▼	-57.2%	123,924	0.4%	Consumer Discretionary
CW Curtiss-Wright	$4,548,065	$134,205 ▼	-2.9%	14,335	0.4%	Aerospace
SHW Sherwin-Williams	$4,525,153	$45,744 ▼	-1.0%	12,959	0.4%	Basic Materials
FMNB Farmers National Banc	$4,461,678	$107,010 ▼	-2.3%	341,891	0.4%	Finance
ADP Automatic Data Processing	$4,447,295	$917 ▼	0.0%	14,556	0.4%	Business Services
SPY SPDR S&P 500 ETF Trust	$4,277,179	$629,885 ▲	17.3%	7,646	0.4%	Finance
DE Deere & Company	$3,956,354	$422,437 ▼	-9.6%	8,429	0.3%	Industrials
AXP American Express	$3,929,475	$54,079 ▼	-1.4%	14,605	0.3%	Finance
MCK McKesson	$3,627,416	$158,153 ▼	-4.2%	5,390	0.3%	Medical
ROK Rockwell Automation	$3,361,345	$15,503 ▼	-0.5%	13,009	0.3%	Computer and Technology
NVDA NVIDIA	$3,353,386	$18,316 ▲	0.5%	30,941	0.3%	Computer and Technology
HBAN Huntington Bancshares	$3,303,919	$23,175 ▼	-0.7%	220,114	0.3%	Finance
CIVB Civista Bancshares	$3,270,683	$181,663 ▼	-5.3%	167,384	0.3%	Finance
TT Trane Technologies	$3,181,199	$16,846 ▼	-0.5%	9,442	0.3%	Construction
TDY Teledyne Technologies	$3,087,793	$55,744 ▼	-1.8%	6,204	0.3%	Aerospace
GE General Electric	$3,070,101	$48,036 ▲	1.6%	15,339	0.3%	Transportation
APD Air Products and Chemicals	$2,955,678	$2,654 ▼	-0.1%	10,022	0.3%	Basic Materials
TDG TransDigm Group	$2,857,877	$60,865 ▲	2.2%	2,066	0.2%	Aerospace
MKL Markel Group	$2,817,502		0.0%	1,507	0.2%	Multi-Sector Conglomerates
EMR Emerson Electric	$2,633,804	$70,499 ▼	-2.6%	24,022	0.2%	Industrials
FCX Freeport-McMoRan	$2,569,407	$77,802 ▲	3.1%	67,866	0.2%	Basic Materials
IBM International Business Machines	$2,552,617	$31,084 ▼	-1.2%	10,265	0.2%	Computer and Technology
NSC Norfolk Southern	$2,496,162	$568,440 ▲	29.5%	10,539	0.2%	Transportation
KMPR Kemper	$2,483,611	$106,291 ▼	-4.1%	37,152	0.2%	Finance
VIG Vanguard Dividend Appreciation ETF	$2,447,086	$58,199 ▲	2.4%	12,614	0.2%	ETF
QCOM QUALCOMM	$2,441,324	$3,072 ▲	0.1%	15,893	0.2%	Computer and Technology
LAMR Lamar Advertising	$2,280,379	$60,531 ▼	-2.6%	20,042	0.2%	Finance
AXON Axon Enterprise	$2,190,056	$50,491 ▲	2.4%	4,164	0.2%	Aerospace
T AT&T	$2,166,531	$113,968 ▲	5.6%	76,610	0.2%	Computer and Technology
WMT Walmart	$2,028,032	$178,301 ▲	9.6%	23,101	0.2%	Retail/Wholesale
SLB Schlumberger	$2,019,233	$18,894 ▼	-0.9%	48,307	0.2%	Energy
D Dominion Energy	$1,898,586	$13,961 ▲	0.7%	33,861	0.2%	Utilities
FDX FedEx	$1,892,495	$19,747 ▼	-1.0%	7,763	0.2%	Transportation
VZ Verizon Communications	$1,789,996	$14,969 ▲	0.8%	39,462	0.2%	Computer and Technology
L Loews	$1,782,594		0.0%	19,395	0.2%	Finance
LLY Eli Lilly and Company	$1,774,881	$1,275,205 ▲	255.2%	2,149	0.2%	Medical
GLD SPDR Gold Shares	$1,746,993	$529,313 ▲	43.5%	6,063	0.2%	Finance
BDX Becton, Dickinson and Company	$1,745,437		0.0%	7,620	0.2%	Medical
CSX CSX	$1,731,956		0.0%	58,850	0.1%	Transportation
VTI Vanguard Total Stock Market ETF	$1,730,055	$31,605 ▼	-1.8%	6,295	0.1%	ETF
AEP American Electric Power	$1,724,718	$14,424 ▼	-0.8%	15,784	0.1%	Utilities
CRWD CrowdStrike	$1,707,898	$33,143 ▲	2.0%	4,844	0.1%	Computer and Technology
WFC Wells Fargo & Company	$1,646,216	$21,537 ▼	-1.3%	22,931	0.1%	Finance
V Visa	$1,607,297	$33,646 ▲	2.1%	4,586	0.1%	Business Services

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Beese Fulmer Investment Management, Inc. Top Holdings and 13F Report (2025)

About Beese Fulmer Investment Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Beese Fulmer Investment Management, Inc. Top Holdings and 13F Report (2025)

About Beese Fulmer Investment Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBeese Fulmer Investment Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools