BEESE FULMER INVESTMENT MANAGEMENT, INC.
CIK: 0000911274SEC EDGAR →
Portfolio Value
$1.5B
Holdings
395
As of
Q4 2025
New Positions
12
Closed Positions
12
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC COM | 323,595 | $88.0M | 5.73% |
| 2 | MICROSOFT CORP COM | 142,642 | $69.0M | 4.49% |
| 3 | BROADCOM INC COM | 167,914 | $58.1M | 3.78% |
| 4 | ALPHABET INC CAP STK CL A | 153,864 | $48.2M | 3.13% |
| 5 | AMAZON COM INC COM | 185,844 | $42.9M | 2.79% |
| 6 | ALPHABET INC CAP STK CL C | 127,498 | $40.0M | 2.60% |
| 7 | MASTERCARD INCORPORATED CL A | 67,057 | $38.3M | 2.49% |
| 8 | RTX CORPORATION COM | 177,712 | $32.6M | 2.12% |
| 9 | BERKSHIRE HATHAWAY INC DEL CL B NEW | 62,668 | $31.5M | 2.05% |
| 10 | JPMORGAN CHASE & CO COM | 94,193 | $30.4M | 1.98% |
Quarterly Changes
Top Buys
New Positions (125)
$14.6M · 51K shares
$1.7M · 80K shares
$672K · 5K shares
$669K · 7K shares
$661K · 4K shares
$649K · 16K shares
$639K · 40K shares
$578K · 620 shares
$528K · 3K shares
$527K · 9K shares
$488K · 2K shares
$485K · 7K shares
$481K · 6K shares
$458K · 816 shares
$450K · 7K shares
$429K · 2K shares
$426K · 6K shares
$421K · 6K shares
$417K · 2K shares
$411K · 18K shares
$409K · 5K shares
$406K · 2K shares
$405K · 2K shares
$404K · 3K shares
$404K · 8K shares
$402K · 522 shares
$399K · 2K shares
$395K · 9K shares
$393K · 944 shares
$392K · 2K shares
$391K · 5K shares
$385K · 9K shares
$374K · 6K shares
$364K · 68 shares
$359K · 4K shares
$356K · 2K shares
$353K · 1K shares
$353K · 888 shares
$348K · 868 shares
$345K · 5K shares
$339K · 4K shares
$338K · 8K shares
$337K · 2K shares
$330K · 3K shares
$329K · 430 shares
$328K · 976 shares
$322K · 1K shares
$322K · 6K shares
$318K · 5K shares
$317K · 2K shares
$317K · 4K shares
$312K · 1K shares
$306K · 2K shares
$306K · 3K shares
$305K · 1K shares
$304K · 624 shares
$302K · 4K shares
$301K · 1K shares
$300K · 1K shares
$294K · 4K shares
$286K · 468 shares
$286K · 9K shares
$282K · 1K shares
$280K · 3K shares
$279K · 4K shares
$277K · 2K shares
$277K · 2K shares
$276K · 2K shares
$274K · 2K shares
$270K · 8K shares
$270K · 2K shares
$270K · 298 shares
$263K · 1K shares
$260K · 1K shares
$260K · 2K shares
$258K · 3K shares
$258K · 3K shares
$257K · 4K shares
$257K · 1K shares
$254K · 4K shares
$247K · 8K shares
$247K · 505 shares
$246K · 1K shares
$245K · 2K shares
$244K · 8K shares
$242K · 227 shares
$239K · 1K shares
$239K · 6K shares
$238K · 1K shares
$236K · 4K shares
$232K · 2K shares
$232K · 3K shares
$231K · 2K shares
$230K · 340 shares
$229K · 8K shares
$227K · 1K shares
$224K · 3K shares
$222K · 2K shares
$221K · 6K shares
$221K · 6K shares
$221K · 2K shares
$219K · 1K shares
$219K · 4K shares
$218K · 644 shares
$217K · 5K shares
$215K · 6K shares
$215K · 1K shares
$212K · 751 shares
$211K · 6K shares
$210K · 1K shares
$209K · 4K shares
$209K · 4K shares
$207K · 6K shares
$206K · 3K shares
$203K · 1K shares
$202K · 1K shares
$201K · 3K shares
$201K · 2K shares
$199K · 15K shares
$187K · 14K shares
$181K · 20K shares
$166K · 10K shares
$163K · 20K shares
$75K · 20K shares
$44K · 13K shares
Closed Positions (15)
$3.4M · 135K shares
$1.0M · 57K shares
$459K · 8K shares
$426K · 11K shares
$385K · 1K shares
$371K · 1K shares
$360K · 3K shares
$272K · 3K shares
$258K · 4K shares
$254K · 3K shares
$246K · 8K shares
$236K · 2K shares
$228K · 334 shares
$208K · 7K shares
$200K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 51 | $349.4M | 22.7% |
| Financial Services | 114 | $303.4M | 19.7% |
| Industrials | 51 | $161.6M | 10.5% |
| Communication Services | 14 | $161.2M | 10.5% |
| Consumer Cyclical | 29 | $152.0M | 9.9% |
| Healthcare | 40 | $133.4M | 8.7% |
| Unknown | 27 | $84.2M | 5.5% |
| Consumer Defensive | 18 | $83.5M | 5.4% |
| Energy | 20 | $66.9M | 4.4% |
| Basic Materials | 9 | $25.9M | 1.7% |
| Utilities | 13 | $9.9M | 0.6% |
| Real Estate | 9 | $4.9M | 0.3% |