Beese Fulmer Investment Management, Inc. Top Holdings and 13F Report (2025) About Beese Fulmer Investment Management, Inc.Investment ActivityBeese Fulmer Investment Management, Inc. has $1.17 billion in total holdings as of December 31, 2024.Beese Fulmer Investment Management, Inc. owns shares of 228 different stocks, but just 50 companies or ETFs make up 80% of its holdings.Approximately 1.84% of the portfolio was purchased this quarter.About 2.03% of the portfolio was sold this quarter.This quarter, Beese Fulmer Investment Management, Inc. has purchased 233 new stocks and bought additional shares in 50 stocks.Beese Fulmer Investment Management, Inc. sold shares of 96 stocks and completely divested from 9 stocks this quarter.Largest Holdings Apple $77,361,524Microsoft $55,788,260Broadcom $40,951,522Amazon.com $38,840,259Mastercard $35,658,794 Largest New Holdings this Quarter ARISTA NETWORKS INC COM SHS $15,082,150 HoldingMicroStrategy $351,019 HoldingGilead Sciences $213,467 HoldingCharter Communications $202,920 Holding Largest Purchases this Quarter ARISTA NETWORKS INC COM SHS 136,453 shares (about $15.08M)Vanguard Short-Term Corporate Bond ETF 18,676 shares (about $1.46M)MicroStrategy 1,212 shares (about $351.02K)Alphabet 1,653 shares (about $312.91K)Tractor Supply 5,843 shares (about $310.03K) Largest Sales this Quarter KLA 2,390 shares (about $1.51M)Broadcom 2,777 shares (about $643.82K)Apple 1,817 shares (about $455.01K)Mastercard 824 shares (about $433.89K)Coca-Cola 6,773 shares (about $421.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeese Fulmer Investment Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$77,361,524$455,013 ▼-0.6%308,9276.6%Computer and TechnologyMSFTMicrosoft$55,788,260$142,889 ▲0.3%132,3564.8%Computer and TechnologyAVGOBroadcom$40,951,522$643,820 ▼-1.5%176,6373.5%Computer and TechnologyAMZNAmazon.com$38,840,259$172,879 ▲0.4%177,0383.3%Retail/WholesaleMAMastercard$35,658,794$433,894 ▼-1.2%67,7193.0%Business ServicesCOSTCostco Wholesale$28,222,047$262,970 ▼-0.9%30,8012.4%Retail/WholesaleGOOGLAlphabet$27,912,096$312,913 ▲1.1%147,4492.4%Computer and TechnologyBRK.BBerkshire Hathaway$26,365,938$101,535 ▲0.4%58,1672.2%FinanceGOOGAlphabet$25,166,075$154,066 ▼-0.6%132,1472.1%Computer and TechnologyORLYO'Reilly Automotive$24,195,063$154,154 ▼-0.6%20,4042.1%Retail/WholesaleJPMJPMorgan Chase & Co.$21,803,630$272,791 ▼-1.2%90,9581.9%FinanceCRMSalesforce$21,343,640$135,404 ▼-0.6%63,8401.8%Computer and TechnologyXOMExxon Mobil$20,597,239$99,072 ▲0.5%191,4781.8%Oils/EnergyTJXTJX Companies$20,459,564$9,302 ▼0.0%169,3531.7%Retail/WholesaleRTXRTX$20,319,279$71,746 ▲0.4%175,5901.7%AerospaceMETAMeta Platforms$20,289,154$86,070 ▲0.4%34,6521.7%Computer and TechnologyPGProcter & Gamble$19,933,516$51,301 ▼-0.3%118,9001.7%Consumer StaplesJNJJohnson & Johnson$18,215,374$125,675 ▲0.7%125,9531.6%MedicalNFLXNetflix$17,936,032$14,261 ▼-0.1%20,1231.5%Consumer DiscretionaryMRKMerck & Co., Inc.$16,100,142$125,942 ▲0.8%161,8431.4%MedicalCBChubb$15,901,341$114,112 ▲0.7%57,5511.4%FinanceSYKStryker$15,272,241$80,651 ▲0.5%42,4171.3%MedicalARISTA NETWORKS INC COM SHS$15,082,150$15,082,150 ▲New Holding136,4531.3%StockMCDMcDonald's$14,903,450$43,483 ▼-0.3%51,4111.3%Retail/WholesaleCMICummins$14,780,989$151,292 ▼-1.0%42,4011.3%Auto/Tires/TrucksICEIntercontinental Exchange$14,451,735$13,858 ▼-0.1%96,9851.2%FinanceGSThe Goldman Sachs Group$14,373,335$31,494 ▼-0.2%25,1011.2%FinanceNVONovo Nordisk A/S$14,181,945$108,385 ▲0.8%164,8681.2%MedicalDISWalt Disney$14,166,100$70,262 ▲0.5%127,2211.2%Consumer DiscretionaryCVXChevron$13,994,323$27,520 ▼-0.2%96,6191.2%Oils/EnergyPMPhilip Morris International$13,481,817$175,350 ▲1.3%112,0221.2%Consumer StaplesETNEaton$13,476,577$214,720 ▲1.6%40,6081.1%Industrial ProductsLINDE PLC SHS$12,664,349$93,782 ▼-0.7%30,2491.1%StockHDHome Depot$11,811,574$276,569 ▼-2.3%30,3651.0%Retail/WholesaleUNHUnitedHealth Group$11,771,887$258,495 ▲2.2%23,2711.0%MedicalKOCoca-Cola$11,348,686$421,687 ▼-3.6%182,2791.0%Consumer StaplesDELLDell Technologies$11,342,623$62,806 ▲0.6%98,4261.0%Computer and TechnologyCMCSAComcast$10,857,750$291,983 ▼-2.6%289,3090.9%Consumer DiscretionaryABTAbbott Laboratories$10,742,197$47,846 ▼-0.4%94,9710.9%MedicalKLACKLA$10,585,386$1,505,987 ▼-12.5%16,7990.9%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$10,489,459$1,456,915 ▲16.1%134,4630.9%ETFTXNTexas Instruments$10,446,653$78,754 ▲0.8%55,7130.9%Computer and TechnologyUNPUnion Pacific$10,333,522$33,750 ▼-0.3%45,3150.9%TransportationCOPConocoPhillips$10,274,706$4,760 ▼0.0%103,6070.9%Oils/EnergyPEPPepsiCo$10,162,780$191,596 ▼-1.9%66,8340.9%Consumer StaplesEWEdwards Lifesciences$10,048,610$317,441 ▼-3.1%135,7370.9%MedicalLOWLowe's Companies$9,932,713$32,331 ▼-0.3%40,2460.8%Retail/WholesaleAONAON$9,217,123$146,896 ▲1.6%25,6630.8%FinanceADBEAdobe$9,209,767$306,829 ▲3.4%20,7110.8%Computer and TechnologyIRIngersoll Rand$8,677,376$103,124 ▲1.2%95,9250.7%Industrial ProductsDHID.R. Horton$8,119,073$172,957 ▲2.2%58,0680.7%ConstructionHSYHershey$6,846,585$233,023 ▼-3.3%40,4290.6%Consumer StaplesEOGEOG Resources$6,474,055$101,496 ▼-1.5%52,8150.6%Oils/EnergyABBVAbbVie$6,239,402$36,606 ▼-0.6%35,1120.5%MedicalCATCaterpillar$5,880,090$19,227 ▲0.3%16,2090.5%Industrial ProductsBRK.ABerkshire Hathaway$5,447,3600.0%80.5%FinanceCWCurtiss-Wright$5,237,171$45,423 ▼-0.9%14,7580.4%AerospaceNOCNorthrop Grumman$4,981,983$27,688 ▼-0.6%10,6160.4%AerospaceFMNBFarmers National Banc$4,978,294$30,715 ▼-0.6%350,0910.4%FinanceSHWSherwin-Williams$4,449,684$88,042 ▼-1.9%13,0900.4%Basic MaterialsAXPAmerican Express$4,394,273$119,903 ▼-2.7%14,8060.4%FinanceADPAutomatic Data Processing$4,261,856$3,513 ▼-0.1%14,5590.4%Business ServicesNVDANVIDIA$4,132,372$33,035 ▼-0.8%30,7720.4%Computer and TechnologyDEDeere & Company$3,952,8810.0%9,3290.3%Industrial ProductsSPYSPDR S&P 500 ETF Trust$3,821,242$7,033 ▼-0.2%6,5200.3%FinanceROKRockwell Automation$3,735,0770.0%13,0690.3%Computer and TechnologyCIVBCivista Bancshares$3,717,3680.0%176,6810.3%FinanceHBANHuntington Bancshares$3,606,374$15,017 ▼-0.4%221,6580.3%FinanceTTTrane Technologies$3,505,870$739 ▼0.0%9,4920.3%ConstructionMCKMcKesson$3,205,744$6,269 ▼-0.2%5,6250.3%MedicalEMREmerson Electric$3,056,713$16,854 ▼-0.5%24,6650.3%Industrial ProductsTDYTeledyne Technologies$2,931,4450.0%6,3160.3%AerospaceAPDAir Products and Chemicals$2,909,404$28,714 ▼-1.0%10,0310.2%Basic MaterialsMKLMarkel Group$2,601,4290.0%1,5070.2%Multi-Sector ConglomeratesKMPRKemper$2,574,018$53,152 ▼-2.0%38,7420.2%FinanceTDGTransDigm Group$2,562,440$46,889 ▲1.9%2,0220.2%AerospaceGEGeneral Electric$2,518,362$11,842 ▼-0.5%15,0990.2%TransportationFCXFreeport-McMoRan$2,506,083$26,808 ▲1.1%65,8110.2%Basic MaterialsLAMRLamar Advertising$2,504,679$29,461 ▲1.2%20,5740.2%FinanceQCOMQUALCOMM$2,438,410$11,214 ▼-0.5%15,8730.2%Computer and TechnologyAXONAxon Enterprise$2,417,694$43,385 ▼-1.8%4,0680.2%AerospaceVIGVanguard Dividend Appreciation ETF$2,411,480$6,267 ▲0.3%12,3140.2%ETFIBMInternational Business Machines$2,284,142$47,925 ▲2.1%10,3900.2%Computer and TechnologyFDXFedEx$2,206,633$281 ▲0.0%7,8440.2%TransportationNSCNorfolk Southern$1,910,223$19,949 ▼-1.0%8,1390.2%TransportationWMTWalmart$1,903,668$122,876 ▼-6.1%21,0700.2%Retail/WholesaleCSXCSX$1,899,090$4,389 ▼-0.2%58,8500.2%TransportationSLBSchlumberger$1,869,420$53,254 ▼-2.8%48,7590.2%Oils/EnergyVTIVanguard Total Stock Market ETF$1,857,5880.0%6,4100.2%ETFDDominion Energy$1,810,342$22,567 ▼-1.2%33,6120.2%UtilitiesTSMTaiwan Semiconductor Manufacturing$1,786,890$139,033 ▼-7.2%9,0480.2%Computer and TechnologyBDXBecton, Dickinson and Company$1,728,749$39,702 ▼-2.2%7,6200.1%MedicalTAT&T$1,652,647$4,554 ▼-0.3%72,5800.1%Computer and TechnologyLLoews$1,642,5630.0%19,3950.1%FinanceWFCWells Fargo & Company$1,631,745$41,652 ▼-2.5%23,2310.1%FinanceCRWDCrowdStrike$1,625,260$6,843 ▲0.4%4,7500.1%Computer and TechnologyVZVerizon Communications$1,564,889$93,777 ▼-5.7%39,1320.1%Computer and TechnologyBABoeing$1,524,147$3,363 ▼-0.2%8,6110.1%AerospaceSJMJ. M. Smucker$1,521,627$76,202 ▼-4.8%13,8180.1%Consumer StaplesFITBFifth Third Bancorp$1,518,106$423 ▼0.0%35,9060.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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