Beese Fulmer Investment Management, Inc.

Beese Fulmer Investment Management, Inc. reported 401 holdings worth US$1.73B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 29, 2026

Beese Fulmer Investment Management, Inc. reported 401 holdings worth US$1.73B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Dell Technologies Inc. Filed Jul 29, 2026 (Form 13F).

Holdings
401
Value as reported
US$1.73B

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C269KUS$96.2M5.6%
Apple Inc322KUS$93.1M5.4%
Dell Technologies Inc.164KUS$70.6M4.1%
Broadcom Inc.165KUS$62.2M3.6%
Microsoft Corp.144KUS$53.7M3.1%
Micron Technology, Inc.44,735US$51.6M3.0%
Kla Corporation155KUS$46.9M2.7%
Amazon.com, Inc.191KUS$45.4M2.6%
Berkshire Hathaway Inc.70,951US$35.5M2.1%
Johnson & Johnson137KUS$34.8M2.0%
Mastercard Incorporated66,426US$34.1M2.0%
Rtx Corporation177KUS$33.6M1.9%
Jp Morgan Chase & Co.95,120US$31.1M1.8%
Cummins Inc.43,396US$31M1.8%
Costco Wholesale Corporation31,554US$29.5M1.7%
Tjx Companies, Inc. (the)180KUS$27.2M1.6%
O'reilly Automotive, Inc.291KUS$26.8M1.5%
Goldman Sachs Group, Inc. (the)25,727US$26M1.5%
Arista Networks, Inc.152KUS$25.9M1.5%
Nvidia Corporation128KUS$25.7M1.5%
Philip Morris International Inc120KUS$21.8M1.3%
Meta Platforms, Inc.38,113US$21.5M1.2%
Procter & Gamble Company (the)120KUS$17.6M1.0%
International Business Machines Corporation60,760US$17.1M0.99%
Caterpillar, Inc.15,777US$16.8M0.97%
Chevron Corporation99,049US$16.4M0.95%
Stryker Corporation51,146US$16.1M0.93%
Mcdonald's Corporation58,472US$15.8M0.91%
Netflix, Inc.220KUS$15.7M0.91%
Edwards Lifesciences Corporation166KUS$15M0.86%
Coca-cola Company (the)166KUS$13.6M0.79%
Union Pacific Corporation48,621US$13.2M0.76%
Intercontinental Exchange Inc.104KUS$12.9M0.74%
Walt Disney Company (the)130KUS$12.5M0.72%
Transdigm Group Inc.9,233US$12.3M0.71%
D.r. Horton, Inc.72,526US$11.8M0.68%
Home Depot, Inc. (the)33,136US$11.7M0.67%
Curtiss-wright Corporation13,137US$9.95M0.57%
Abbott Laboratories109KUS$9.91M0.57%
Abbvie Inc.35,935US$9.04M0.52%
Eli Lilly And Company7,338US$8.8M0.51%
Pepsico, Inc.61,443US$8.32M0.48%
Lowe's Companies, Inc.35,344US$7.79M0.45%
Eog Resources, Inc.57,266US$7.43M0.43%
Ge Aerospace17,420US$6.51M0.38%
Rockwell Automation, Inc.12,999US$6.44M0.37%
The Hershey Company33,487US$5.88M0.34%
Freeport-mcmoran, Inc.89,444US$5.63M0.32%
Ge Vernova Inc.4,783US$5.62M0.32%
Deere & Company8,671US$5.5M0.32%
Farmers National Banc Corp.361KUS$5.28M0.30%
Northrop Grumman Corporation10,178US$5.18M0.30%
Huntington Bancshares Incorporated277KUS$4.96M0.29%
T-mobile Us, Inc.28,150US$4.72M0.27%
Civista Bancshares, Inc.156KUS$4.41M0.25%
Walmart Inc.38,414US$4.35M0.25%
Sherwin-williams Company (the)11,402US$3.93M0.23%
Mckesson Corporation5,032US$3.81M0.22%
Crowdstrike Holdings, Inc.4,828US$3.68M0.21%
Merck & Company, Inc.28,659US$3.68M0.21%
Teledyne Technologies Incorporated5,461US$3.64M0.21%
Lumentum Holdings Inc.4,192US$3.6M0.21%
Taiwan Semiconductor Manufacturing Co., Ltd.7,283US$3.48M0.20%
Norfolk Southern Corporation11,042US$3.47M0.20%
Qualcomm Incorporated17,194US$3.18M0.18%
American Express Company9,329US$3.16M0.18%
Automatic Data Processing, Inc.13,470US$3.04M0.18%
Conocophillips28,612US$2.97M0.17%
Lamar Advertising Company18,948US$2.96M0.17%
Fedex Corporation9,383US$2.94M0.17%
Air Products And Chemicals, Inc.10,018US$2.94M0.17%
Intel Corporation20,446US$2.85M0.16%
Markel Group Inc.1,371US$2.68M0.15%
Timken Company (the)18,395US$2.67M0.15%
Comcast Corporation106KUS$2.59M0.15%
Emerson Electric Company17,765US$2.54M0.15%
Csx Corporation51,115US$2.43M0.14%
Bristol-myers Squibb Company41,013US$2.36M0.14%
Palo Alto Networks, Inc.6,417US$2.19M0.13%
Cisco Systems, Inc.17,904US$2.1M0.12%
Axon Enterprise, Inc.3,701US$2.07M0.12%
Dominion Energy, Inc.30,075US$2.05M0.12%
General Dynamics Corporation5,697US$2.02M0.12%
Loews Corporation17,817US$2.02M0.12%
Pfizer, Inc.83,085US$2M0.12%
American Electric Power Company, Inc.14,246US$1.95M0.11%
Boeing Company (the)8,773US$1.9M0.11%
Marathon Petroleum Corporation6,845US$1.75M0.10%
Phillips 6610,174US$1.72M0.10%
Texas Instruments Incorporated5,640US$1.68M0.10%
Morgan Stanley7,996US$1.67M0.10%
Western Digital Corporation2,605US$1.66M0.10%
Fifth Third Bancorp29,430US$1.66M0.10%
Wells Fargo & Company19,740US$1.63M0.09%
Carrier Global Corporation22,219US$1.63M0.09%
Visa Inc.4,731US$1.62M0.09%
Comfort Systems Usa, Inc.817US$1.62M0.09%
Corning Incorporated6,228US$1.59M0.09%
Oracle Corporation10,181US$1.49M0.09%
Verizon Communications Inc.34,784US$1.47M0.09%

Every holding of Beese Fulmer Investment Management, Inc.

Source

View original at SEC

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