Beese Fulmer Investment Management, Inc.

13F filer · CIK 0000911274

Reported Jul 29, 2026

Net seller this quarter

13F portfolio value$1.73BU.S. long equity reported on 13F

Positions33859 new · 100 closed

Net flow last quarter-$74.6MBuys minus sells

Top 10 positions weight32.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 2026338 positions
AAPLApple Inc.	$93.1M	5.38%	0.00%	-0.2%	Q2 2013
DELLDell Technologies Inc.	$70.6M	4.08%	0.03%	-7.1%	Q1 2021
AVGOBroadcom Inc.	$62.2M	3.59%	0.00%	-2.2%	Q4 2022
GOOGLAlphabet Inc.	$53.8M	3.11%	0.00%	-1.0%	Q4 2015
MSFTMicrosoft Corp	$53.7M	3.10%	0.00%	+0.3%	Q2 2013
MUMicron Technology Inc	$51.6M	2.98%	0.00%	-19.3%	Q4 2025
KLACKla Corp	$46.9M	2.71%	0.01%	-10.6%	Q3 2024
AMZNAmazon Com Inc	$45.4M	2.62%	0.00%	+0.8%	Q3 2016
GOOGAlphabet Inc.	$42.4M	2.45%	Not reported	-1.9%	Q4 2015
JNJJohnson & Johnson	$34.8M	2.01%	0.01%	+0.9%	Q2 2013
MAMastercard Inc	$34.1M	1.97%	0.01%	+0.1%	Q2 2013
RTXRTX Corp	$33.6M	1.94%	0.01%	+0.6%	Q1 2020
JPMJPMorgan Chase & Co	$31.1M	1.80%	0.00%	+0.8%	Q2 2013
CMICummins Inc	$31M	1.79%	0.03%	-1.2%	Q2 2013
BRK.BBerkshire Hathaway Inc	$30.3M	1.75%	Not reported	0.0%	Q3 2013
COSTCostco Wholesale Corp	$29.5M	1.70%	0.01%	+0.5%	Q2 2019
TJXTJX Companies Inc	$27.2M	1.57%	0.02%	+0.2%	Q2 2019
ORLYO Reilly Automotive Inc	$26.8M	1.55%	0.04%	-0.9%	Q2 2013
GSGoldman Sachs Group Inc	$26M	1.50%	0.01%	-0.5%	Q2 2014
ANETArista Networks, Inc.	$25.9M	1.49%	0.01%	+0.4%	Q2 2024
NVDANvidia Corp	$25.7M	1.48%	0.00%	+2.5%	Q3 2020
ETNEaton Corp plc	$22.7M	1.31%	0.01%	+2.7%	Q3 2013
PMPhilip Morris International Inc.	$21.8M	1.26%	0.01%	+1.9%	Q2 2013
METAMeta Platforms, Inc.	$21.5M	1.24%	Not reported	+2.7%	Q3 2015
CBChubb Ltd	$21.2M	1.23%	0.02%	+1.8%	Q2 2016
PGPROCTER & GAMBLE Co	$17.6M	1.02%	0.01%	-3.0%	Q2 2013
IBMInternational Business Machines Corp	$17.1M	0.99%	0.01%	+4.6%	Q2 2013
CATCaterpillar Inc	$16.8M	0.97%	0.00%	-2.8%	Q3 2013
LINLinde PLC	$16.6M	0.96%	0.01%	+1.1%	Q1 2019
CVXChevron Corp	$16.4M	0.95%	0.01%	+0.8%	Q2 2013
SYKStryker Corp	$16.1M	0.93%	0.01%	+9.0%	Q3 2013
MCDMcdonalds Corp	$15.8M	0.91%	0.01%	+3.4%	Q2 2013
NFLXNetflix Inc	$15.7M	0.91%	0.01%	+3.3%	Q4 2023
EWEdwards Lifesciences Corp	$15M	0.86%	0.03%	+2.9%	Q2 2016
KOCoca Cola Co	$13.6M	0.79%	0.00%	-2.9%	Q2 2013
UNPUnion Pacific Corp	$13.2M	0.76%	0.01%	+0.5%	Q2 2013
ICEIntercontinental Exchange, Inc.	$12.9M	0.74%	0.02%	+1.1%	Q3 2017
DISWalt Disney Co	$12.5M	0.72%	0.01%	-2.3%	Q2 2013
TDGTransDigm Group INC	$12.3M	0.71%	0.02%	+0.8%	Q1 2014
DHIHorton D R Inc	$11.8M	0.68%	0.03%	+6.3%	Q3 2017
HDHome Depot, Inc.	$11.7M	0.67%	0.00%	+0.9%	Q4 2014
AONAon plc	$10.6M	0.61%	0.02%	+2.8%	Q3 2020
CWCurtiss Wright Corp	$9.95M	0.57%	0.04%	-1.9%	Q2 2013
ABTAbbott Laboratories	$9.91M	0.57%	0.01%	-0.4%	Q2 2013
ABBVAbbVie Inc.	$9.04M	0.52%	0.00%	+2.0%	Q2 2013
LLYELI LILLY & Co	$8.8M	0.51%	0.00%	+21.4%	Q4 2021
PEPPepsico Inc	$8.32M	0.48%	0.00%	-3.1%	Q2 2013
LOWLowes Companies Inc	$7.79M	0.45%	0.01%	-5.4%	Q2 2013
EOGEog Resources Inc	$7.43M	0.43%	0.01%	+2.1%	Q2 2013
GEGeneral Electric Co	$6.51M	0.38%	0.00%	-8.1%	Q3 2021

Q1 2026Reported Apr 16, 2026378 positions
AAPLApple Inc.	$81.8M	5.24%	0.00%	-0.4%	Q2 2013
MSFTMicrosoft Corp	$53.1M	3.40%	0.00%	+0.6%	Q2 2013
AVGOBroadcom Inc.	$52.1M	3.34%	0.00%	+0.2%	Q4 2022
GOOGLAlphabet Inc.	$43.8M	2.80%	0.00%	-1.1%	Q4 2015
AMZNAmazon Com Inc	$39.4M	2.52%	0.00%	+1.8%	Q3 2016
GOOGAlphabet Inc.	$35.1M	2.25%	Not reported	-4.1%	Q4 2015
XOMExxonMobil Holdings Corp	$34.6M	2.22%	0.00%	-50.8%	Q2 2013
RTXRTX Corp	$34M	2.18%	0.01%	-0.9%	Q1 2020
JNJJohnson & Johnson	$33.2M	2.13%	0.01%	-2.3%	Q2 2013
MAMastercard Inc	$33.2M	2.12%	0.01%	-1.1%	Q2 2013
COSTCostco Wholesale Corp	$31.3M	2.00%	0.01%	-49.9%	Q2 2019
BRK.BBerkshire Hathaway Inc	$29M	1.86%	Not reported	-3.5%	Q3 2013
DELLDell Technologies Inc.	$28.9M	1.85%	0.03%	+0.2%	Q1 2021
TJXTJX Companies Inc	$28.7M	1.84%	0.02%	+1.9%	Q2 2019
JPMJPMorgan Chase & Co	$27.8M	1.78%	0.00%	+0.2%	Q2 2013
ORLYO Reilly Automotive Inc	$27.1M	1.74%	0.04%	-1.0%	Q2 2013
KLACKla Corp	$25.6M	1.64%	0.01%	-2.6%	Q3 2024
CMICummins Inc	$23.6M	1.51%	0.03%	-0.4%	Q2 2013
GSGoldman Sachs Group Inc	$21.9M	1.40%	0.01%	+1.5%	Q2 2014
NVDANvidia Corp	$21.9M	1.40%	0.00%	+328.0%	Q3 2020
METAMeta Platforms, Inc.	$21.2M	1.36%	Not reported	-48.6%	Q3 2015
NFLXNetflix Inc	$20.5M	1.32%	0.01%	+3.7%	Q4 2023
CVXChevron Corp	$20.3M	1.30%	0.00%	-1.5%	Q2 2013
CBChubb Ltd	$20M	1.28%	0.02%	-49.6%	Q2 2016
PMPhilip Morris International Inc.	$19.7M	1.26%	0.01%	-49.8%	Q2 2013
MUMicron Technology Inc	$18.7M	1.20%	0.00%	+8.3%	Q4 2025
ANETArista Networks, Inc.	$18.6M	1.19%	0.01%	+1.2%	Q2 2024
ETNEaton Corp plc	$18.5M	1.19%	0.01%	-0.2%	Q3 2013
PGPROCTER & GAMBLE Co	$17.9M	1.14%	0.01%	+1.1%	Q2 2013
MCDMcdonalds Corp	$17.6M	1.13%	0.01%	-50.2%	Q2 2013
ICEIntercontinental Exchange, Inc.	$16.2M	1.04%	0.02%	+2.0%	Q3 2017
LINLinde PLC	$15.7M	1.01%	0.01%	+0.2%	Q1 2019
SYKStryker Corp	$15.4M	0.99%	0.01%	+2.7%	Q3 2013
IBMInternational Business Machines Corp	$14.1M	0.90%	0.01%	+440.4%	Q2 2013
BSXBoston Scientific Corp	$13.8M	0.88%	0.01%	-1.0%	Q3 2025
KOCoca Cola Co	$13.1M	0.84%	0.00%	-0.5%	Q2 2013
EWEdwards Lifesciences Corp	$12.9M	0.83%	0.03%	+1.3%	Q2 2016
DISWalt Disney Co	$12.8M	0.82%	0.01%	-50.8%	Q2 2013
UNPUnion Pacific Corp	$11.7M	0.75%	0.01%	+0.6%	Q2 2013
CATCaterpillar Inc	$11.5M	0.74%	0.00%	-1.5%	Q3 2013
ABTAbbott Laboratories	$11.3M	0.72%	0.01%	+0.2%	Q2 2013
HDHome Depot, Inc.	$10.8M	0.69%	0.00%	+0.3%	Q4 2014
TDGTransDigm Group INC	$10.6M	0.68%	0.02%	+2.6%	Q1 2014
AONAon plc	$10.1M	0.65%	0.01%	+5.7%	Q3 2020
PEPPepsico Inc	$9.85M	0.63%	0.00%	-5.2%	Q2 2013
DHIHorton D R Inc	$9.36M	0.60%	0.02%	+1.5%	Q3 2017
CWCurtiss Wright Corp	$9.13M	0.58%	0.04%	-4.0%	Q2 2013
LOWLowes Companies Inc	$8.83M	0.57%	0.01%	-3.9%	Q2 2013
EOGEog Resources Inc	$8.11M	0.52%	0.01%	-3.6%	Q2 2013
HSYHershey Co	$7.67M	0.49%	0.02%	-50.1%	Q2 2013

Q4 2025Reported Feb 5, 2026343 positions
AAPLApple Inc.	$88M	5.73%	0.00%	+2.2%	Q2 2013
MSFTMicrosoft Corp	$69M	4.49%	0.00%	+1.4%	Q2 2013
AVGOBroadcom Inc.	$58.1M	3.78%	0.00%	-0.3%	Q4 2022
GOOGLAlphabet Inc.	$48.2M	3.13%	0.00%	+1.2%	Q4 2015
AMZNAmazon Com Inc	$42.9M	2.79%	0.00%	+2.2%	Q3 2016
GOOGAlphabet Inc.	$40M	2.60%	Not reported	-1.6%	Q4 2015
MAMastercard Inc	$38.3M	2.49%	0.01%	+1.0%	Q2 2013
RTXRTX Corp	$32.6M	2.12%	0.01%	+1.3%	Q1 2020
BRK.BBerkshire Hathaway Inc	$31.5M	2.05%	Not reported	+0.1%	Q3 2013
JPMJPMorgan Chase & Co	$30.4M	1.98%	0.00%	+1.1%	Q2 2013
JNJJohnson & Johnson	$28.7M	1.87%	0.01%	+2.0%	Q2 2013
TJXTJX Companies Inc	$27.1M	1.76%	0.02%	+1.8%	Q2 2019
ORLYO Reilly Automotive Inc	$27M	1.76%	0.04%	+1.2%	Q2 2013
COSTCostco Wholesale Corp	$27M	1.76%	0.01%	+104.5%	Q2 2019
XOMExxonMobil Holdings Corp	$25M	1.62%	0.01%	+106.4%	Q2 2013
METAMeta Platforms, Inc.	$23.9M	1.55%	Not reported	+106.9%	Q3 2015
CMICummins Inc	$22.5M	1.47%	0.03%	+0.3%	Q2 2013
GSGoldman Sachs Group Inc	$22.4M	1.46%	0.01%	+1.4%	Q2 2014
DELLDell Technologies Inc.	$22.1M	1.44%	0.03%	+0.7%	Q1 2021
KLACKla Corp	$21.7M	1.41%	0.01%	+1.5%	Q3 2024
BSXBoston Scientific Corp	$21.2M	1.38%	0.02%	+4839.4%	Q3 2025
ANETArista Networks, Inc.	$19.6M	1.28%	0.01%	+2.3%	Q2 2024
NFLXNetflix Inc	$19.3M	1.26%	0.00%	+3.5%	Q4 2023
PMPhilip Morris International Inc.	$19M	1.24%	0.02%	+104.4%	Q2 2013
CBChubb Ltd	$19M	1.23%	0.03%	+105.8%	Q2 2016
PGPROCTER & GAMBLE Co	$17.5M	1.14%	0.01%	-0.5%	Q2 2013
CRMSalesforce, Inc.	$17.5M	1.14%	0.01%	-0.8%	Q3 2020
MCDMcdonalds Corp	$17.3M	1.13%	0.02%	+108.8%	Q2 2013
ETNEaton Corp plc	$16.6M	1.08%	0.01%	+3.9%	Q3 2013
ICEIntercontinental Exchange, Inc.	$16.4M	1.07%	0.02%	+2.7%	Q3 2017
SYKStryker Corp	$16.1M	1.05%	0.01%	+3.4%	Q3 2013
DISWalt Disney Co	$15.5M	1.01%	0.02%	+103.3%	Q2 2013
CVXChevron Corp	$15.2M	0.99%	0.01%	-1.4%	Q2 2013
MUMicron Technology Inc	$14.6M	0.95%	0.00%	New	Q4 2025
ABTAbbott Laboratories	$13.7M	0.89%	0.01%	+2.7%	Q2 2013
EWEdwards Lifesciences Corp	$13.5M	0.88%	0.03%	+4.0%	Q2 2016
LINLinde PLC	$13.5M	0.88%	0.01%	+2.2%	Q1 2019
KOCoca Cola Co	$12M	0.78%	0.00%	-1.8%	Q2 2013
TDGTransDigm Group INC	$11.9M	0.77%	0.02%	+296.1%	Q1 2014
HDHome Depot, Inc.	$11.3M	0.73%	0.00%	+2.3%	Q4 2014
UNPUnion Pacific Corp	$11.1M	0.72%	0.01%	+0.6%	Q2 2013
AONAon plc	$10.4M	0.68%	0.01%	+5.6%	Q3 2020
COPConocophillips	$9.72M	0.63%	0.01%	-0.9%	Q2 2013
PEPPepsico Inc	$9.7M	0.63%	0.00%	+3.9%	Q2 2013
DHIHorton D R Inc	$9.69M	0.63%	0.02%	+3.4%	Q3 2017
CATCaterpillar Inc	$9.44M	0.61%	0.00%	-1.2%	Q3 2013
LOWLowes Companies Inc	$9.37M	0.61%	0.01%	-3.7%	Q2 2013
ABBVAbbVie Inc.	$8.45M	0.55%	0.00%	-3.2%	Q2 2013
CWCurtiss Wright Corp	$7.69M	0.50%	0.04%	+2.2%	Q2 2013
HSYHershey Co	$6.73M	0.44%	0.04%	+89.3%	Q2 2013

Q3 2025Reported Nov 13, 2025234 positions
AAPLApple Inc.	$80.6M	5.57%	0.00%	-0.6%	Q2 2013
MSFTMicrosoft Corp	$72.9M	5.04%	0.00%	+0.1%	Q2 2013
AVGOBroadcom Inc.	$55.5M	3.84%	0.00%	-2.6%	Q4 2022
AMZNAmazon Com Inc	$39.9M	2.76%	0.00%	+0.7%	Q3 2016
MAMastercard Inc	$37.8M	2.61%	0.01%	-1.0%	Q2 2013
GOOGLAlphabet Inc.	$36.9M	2.55%	0.00%	-0.3%	Q4 2015
ORLYO Reilly Automotive Inc	$31.6M	2.18%	0.03%	-1.4%	Q2 2013
GOOGAlphabet Inc.	$31.5M	2.18%	Not reported	-0.1%	Q4 2015
BRK.BBerkshire Hathaway Inc	$31.5M	2.17%	Not reported	+6.4%	Q3 2013
JPMJPMorgan Chase & Co	$29.4M	2.03%	0.00%	-1.0%	Q2 2013
RTXRTX Corp	$29.3M	2.03%	0.01%	-0.3%	Q1 2020
COSTCostco Wholesale Corp	$28.4M	1.96%	0.01%	+0.6%	Q2 2019
METAMeta Platforms, Inc.	$25.7M	1.77%	Not reported	-0.4%	Q3 2015
JNJJohnson & Johnson	$25.3M	1.75%	0.01%	+3.0%	Q2 2013
TJXTJX Companies Inc	$25M	1.73%	0.02%	+1.0%	Q2 2019
DELLDell Technologies Inc.	$24.8M	1.71%	0.03%	-0.4%	Q1 2021
NFLXNetflix Inc	$23.8M	1.65%	0.00%	-1.1%	Q4 2023
XOMExxonMobil Holdings Corp	$22.7M	1.57%	0.00%	+0.2%	Q2 2013
ANETArista Networks, Inc.	$21.3M	1.48%	0.01%	+2.4%	Q2 2024
GSGoldman Sachs Group Inc	$20M	1.38%	0.01%	-1.5%	Q2 2014
KLACKla Corp	$18.9M	1.31%	0.01%	+0.6%	Q3 2024
PGPROCTER & GAMBLE Co	$18.9M	1.31%	0.01%	-0.6%	Q2 2013
ETNEaton Corp plc	$18.7M	1.29%	0.01%	+4.3%	Q3 2013
PMPhilip Morris International Inc.	$18.7M	1.29%	0.01%	+2.4%	Q2 2013
CMICummins Inc	$18.6M	1.28%	0.03%	+0.1%	Q2 2013
ICEIntercontinental Exchange, Inc.	$16.6M	1.15%	0.02%	+1.8%	Q3 2017
CBChubb Ltd	$16.6M	1.15%	0.01%	+1.6%	Q2 2016
MCDMcdonalds Corp	$16.5M	1.14%	0.01%	+2.1%	Q2 2013
SYKStryker Corp	$16.3M	1.13%	0.01%	+2.0%	Q3 2013
CRMSalesforce, Inc.	$15.8M	1.09%	0.01%	-0.3%	Q3 2020
CVXChevron Corp	$15.7M	1.09%	0.01%	+0.6%	Q2 2013
DISWalt Disney Co	$15.2M	1.05%	0.01%	+1.2%	Q2 2013
LINLinde PLC	$14.7M	1.02%	0.01%	+1.2%	Q1 2019
ABTAbbott Laboratories	$14.3M	0.99%	0.01%	+2.5%	Q2 2013
MRKMerck & Co., Inc.	$13M	0.90%	0.01%	-7.3%	Q3 2013
HDHome Depot, Inc.	$13M	0.90%	0.00%	+0.3%	Q4 2014
EWEdwards Lifesciences Corp	$11.9M	0.82%	0.03%	+8.6%	Q2 2016
KOCoca Cola Co	$11.6M	0.80%	0.00%	-2.4%	Q2 2013
UNPUnion Pacific Corp	$11.3M	0.78%	0.01%	+1.4%	Q2 2013
DHIHorton D R Inc	$11M	0.76%	0.02%	-2.0%	Q3 2017
LOWLowes Companies Inc	$10.1M	0.70%	0.01%	-0.8%	Q2 2013
AONAon plc	$9.98M	0.69%	0.01%	+4.7%	Q3 2020
COPConocophillips	$9.91M	0.69%	0.01%	+2.4%	Q2 2013
PEPPepsico Inc	$9.05M	0.63%	0.00%	-1.3%	Q2 2013
ABBVAbbVie Inc.	$8.84M	0.61%	0.00%	+0.7%	Q2 2013
BAHBooz Allen Hamilton Holding Corp	$8.58M	0.59%	0.07%	+1.0%	Q2 2025
ADBEAdobe Inc.	$8.26M	0.57%	0.01%	+0.2%	Q3 2019
CATCaterpillar Inc	$7.96M	0.55%	0.00%	-2.2%	Q3 2013
CWCurtiss Wright Corp	$7.41M	0.51%	0.04%	-1.9%	Q2 2013
TMUST-Mobile US, Inc.	$7.33M	0.51%	0.00%	+9.8%	Q1 2025

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