Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Apple Inc.COM | COM | $81.8M | 5.2% |
| Microsoft Corp.COM | COM | $53.1M | 3.4% |
| Broadcom Inc.COM | COM | $52.1M | 3.3% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $43.8M | 2.8% |
| Amazon Com Inc.COM | COM | $39.4M | 2.5% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $35.1M | 2.2% |
| Exxon Mobil Corp.COM | COM | $34.6M | 2.2% |
| Rtx CorporationCOM | COM | $34M | 2.2% |
| Johnson & JohnsonCOM | COM | $33.2M | 2.1% |
| Mastercard IncorporatedCL A | CL A | $33.2M | 2.1% |
| Costco Wholesale CorporationCOM | COM | $31.3M | 2.0% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $29M | 1.9% |
| Dell Technologies Inc.CL C | CL C | $28.9M | 1.9% |
| TJX Cos Inc. NewCOM | COM | $28.7M | 1.8% |
| JPMORGAN Chase & COCOM | COM | $27.8M | 1.8% |
| Oreilly Automotive Inc.COM | COM | $27.1M | 1.7% |
| KLA Corp.COM NEW | COM NEW | $25.6M | 1.6% |
| Cummins Inc.COM | COM | $23.6M | 1.5% |
| Goldman Sachs Group Inc.COM | COM | $21.9M | 1.4% |
| Nvidia CorporationCOM | COM | $21.9M | 1.4% |
| Meta Platforms Inc.CL A | CL A | $21.2M | 1.4% |
| Netflix Inc..COM | COM | $20.5M | 1.3% |
| Chevron CorporationCOM | COM | $20.3M | 1.3% |
| Chubb Ltd SwitzCOM | COM | $20M | 1.3% |
| Philip Morris Intl Inc.COM | COM | $19.7M | 1.3% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $19.3M | 1.2% |
| Micron Technology Inc.COM | COM | $18.7M | 1.2% |
| Arista Networks Inc.COM SHS | COM SHS | $18.6M | 1.2% |
| Eaton Corp. PLCSHS | SHS | $18.5M | 1.2% |
| Procter & Gamble COCOM | COM | $17.9M | 1.1% |
| Mcdonalds Corp.COM | COM | $17.6M | 1.1% |
| Intercontinental Exchange INCOM | COM | $16.2M | 1.0% |
| Linde PLCSHS | SHS | $15.7M | 1.0% |
| Stryker CorporationCOM | COM | $15.4M | 1.0% |
| iShares TRS&P 500 VAL ETF | S&P 500 VAL ETF | $14.3M | 0.9% |
| International Business MachsCOM | COM | $14.1M | 0.9% |
| Boston Scientific Corp.COM | COM | $13.8M | 0.9% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $13.5M | 0.9% |
| Coca Cola COCOM | COM | $13.1M | 0.8% |
| Edwards Lifesciences Corp.COM | COM | $12.9M | 0.8% |
| Disney Walt COCOM | COM | $12.8M | 0.8% |
| Union Pac Corp.COM | COM | $11.7M | 0.8% |
| Caterpillar Inc.COM | COM | $11.5M | 0.7% |
| Abbott LaboratoriesCOM | COM | $11.3M | 0.7% |
| iShares TRIBONDS 27 ETF | IBONDS 27 ETF | $10.9M | 0.7% |
| Home Depot Inc.COM | COM | $10.8M | 0.7% |
| Transdigm Group Inc.COM | COM | $10.6M | 0.7% |
| Aon PLCSHS CL A | SHS CL A | $10.1M | 0.6% |
| Pepsico Inc.COM | COM | $9.85M | 0.6% |
| D R Horton Inc.COM | COM | $9.36M | 0.6% |
- Class
- COM
- Share
- 5.2%
- Class
- COM
- Share
- 3.4%
- Class
- COM
- Share
- 3.3%
- Class
- CAP STK CL A
- Share
- 2.8%
- Class
- COM
- Share
- 2.5%
- Class
- CAP STK CL C
- Share
- 2.2%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 2.2%
- Class
- COM
- Share
- 2.1%
- Class
- CL A
- Share
- 2.1%
- Class
- COM
- Share
- 2.0%
- Class
- CL B NEW
- Share
- 1.9%
- Class
- CL C
- Share
- 1.9%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.8%
- Class
- COM
- Share
- 1.7%
- Class
- COM NEW
- Share
- 1.6%
- Class
- COM
- Share
- 1.5%
- Class
- COM
- Share
- 1.4%
- Class
- COM
- Share
- 1.4%
- Class
- CL A
- Share
- 1.4%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.3%
- Class
- COM
- Share
- 1.3%
- Class
- SHRT TRM CORP BD
- Share
- 1.2%
- Class
- COM
- Share
- 1.2%
- Class
- COM SHS
- Share
- 1.2%
- Class
- SHS
- Share
- 1.2%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.1%
- Class
- COM
- Share
- 1.0%
- Class
- SHS
- Share
- 1.0%
- Class
- COM
- Share
- 1.0%
- Class
- S&P 500 VAL ETF
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- COM
- Share
- 0.9%
- Class
- S&P 500 GRWT ETF
- Share
- 0.9%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.8%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- IBONDS 27 ETF
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- COM
- Share
- 0.7%
- Class
- SHS CL A
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
- Class
- COM
- Share
- 0.6%
The share class is shown on a wider screen.
The 50 largest of 435 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 911274
- File number
- 028-03920
- Options
- 0 call, 0 put
- In the 25 largest
- 51.8%
Common questions
What are Beese, Fulmer Investment Management’s 13F holdings worth?
$1.56 billion across 435 positions for the quarter ended 31 March 2026.
What is Beese, Fulmer Investment Management’s largest 13F holding?
APPLE INC (COM) was the largest position at $81.8 million, or 5.2% of reported 13F value, as of 31 March 2026.
How concentrated is Beese, Fulmer Investment Management’s 13F portfolio?
The ten largest positions accounted for 28.2% of reported value and the twenty-five largest for 51.8%, across 435 positions as of 31 March 2026.
Does Form 13F show everything Beese, Fulmer Investment Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Beese, Fulmer Investment Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.
Answered from this filing and the prior quarter's.