BEESE FULMER INVESTMENT MANAGEMENT, INC.
CIK: 0000911274SEC EDGAR →
Portfolio Value
$1.5T
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 | $88.0B | 5.73% |
| 2 | MICROSOFT CORP COM | 142,642 | $69.0B | 4.49% |
| 3 | BROADCOM INC COM | 167,914 | $58.1B | 3.78% |
| 4 | ALPHABET INC CAP STK CL A | 153,864 | $48.2B | 3.13% |
| 5 | AMAZON COM INC COM | 185,844 | $42.9B | 2.79% |
| 6 | ALPHABET INC CAP STK CL C | 127,498 | $40.0B | 2.60% |
| 7 | MASTERCARD INCORPORATED CL A | 67,057 | $38.3B | 2.49% |
| 8 | RTX CORPORATION COM | 177,712 | $32.6B | 2.12% |
| 9 | BERKSHIRE HATHAWAY INC DEL CL B NEW | 62,668 | $31.5B | 2.05% |
| 10 | JPMORGAN CHASE & CO COM | 94,193 | $30.4B | 1.98% |
Quarterly Changes
Top Buys
New Positions (125)
$14.6B · 51K shares
$1.7B · 80K shares
$672.0M · 5K shares
$669.0M · 7K shares
$661.0M · 4K shares
$649.0M · 16K shares
$639.0M · 40K shares
$578.0M · 620 shares
$528.0M · 3K shares
$527.0M · 9K shares
$488.0M · 2K shares
$485.0M · 7K shares
$481.0M · 6K shares
$458.0M · 816 shares
$450.0M · 7K shares
$429.0M · 2K shares
$426.0M · 6K shares
$421.0M · 6K shares
$417.0M · 2K shares
$411.0M · 18K shares
$409.0M · 5K shares
$406.0M · 2K shares
$405.0M · 2K shares
$404.0M · 3K shares
$404.0M · 8K shares
$402.0M · 522 shares
$399.0M · 2K shares
$395.0M · 9K shares
$393.0M · 944 shares
$392.0M · 2K shares
$391.0M · 5K shares
$385.0M · 9K shares
$374.0M · 6K shares
$364.0M · 68 shares
$359.0M · 4K shares
$356.0M · 2K shares
$353.0M · 1K shares
$353.0M · 888 shares
$348.0M · 868 shares
$345.0M · 5K shares
$339.0M · 4K shares
$338.0M · 8K shares
$337.0M · 2K shares
$330.0M · 3K shares
$329.0M · 430 shares
$328.0M · 976 shares
$322.0M · 1K shares
$322.0M · 6K shares
$318.0M · 5K shares
$317.0M · 2K shares
$317.0M · 4K shares
$312.0M · 1K shares
$306.0M · 2K shares
$306.0M · 3K shares
$305.0M · 1K shares
$304.0M · 624 shares
$302.0M · 4K shares
$301.0M · 1K shares
$300.0M · 1K shares
$294.0M · 4K shares
$286.0M · 468 shares
$286.0M · 9K shares
$282.0M · 1K shares
$280.0M · 3K shares
$279.0M · 4K shares
$277.0M · 2K shares
$277.0M · 2K shares
$276.0M · 2K shares
$274.0M · 2K shares
$270.0M · 8K shares
$270.0M · 2K shares
$270.0M · 298 shares
$263.0M · 1K shares
$260.0M · 1K shares
$260.0M · 2K shares
$258.0M · 3K shares
$258.0M · 3K shares
$257.0M · 4K shares
$257.0M · 1K shares
$254.0M · 4K shares
$247.0M · 8K shares
$247.0M · 505 shares
$246.0M · 1K shares
$245.0M · 2K shares
$244.0M · 8K shares
$242.0M · 227 shares
$239.0M · 1K shares
$239.0M · 6K shares
$238.0M · 1K shares
$236.0M · 4K shares
$232.0M · 2K shares
$232.0M · 3K shares
$231.0M · 2K shares
$230.0M · 340 shares
$229.0M · 8K shares
$227.0M · 1K shares
$224.0M · 3K shares
$222.0M · 2K shares
$221.0M · 6K shares
$221.0M · 6K shares
$221.0M · 2K shares
$219.0M · 1K shares
$219.0M · 4K shares
$218.0M · 644 shares
$217.0M · 5K shares
$215.0M · 6K shares
$215.0M · 1K shares
$212.0M · 751 shares
$211.0M · 6K shares
$210.0M · 1K shares
$209.0M · 4K shares
$209.0M · 4K shares
$207.0M · 6K shares
$206.0M · 3K shares
$203.0M · 1K shares
$202.0M · 1K shares
$201.0M · 3K shares
$201.0M · 2K shares
$199.0M · 15K shares
$187.0M · 14K shares
$181.0M · 20K shares
$166.0M · 10K shares
$163.0M · 20K shares
$75.0M · 20K shares
$44.0M · 13K shares
Closed Positions (15)
$3.4B · 135K shares
$1.0B · 57K shares
$458.7M · 8K shares
$426.1M · 11K shares
$385.0M · 1K shares
$371.0M · 1K shares
$360.0M · 3K shares
$272.3M · 3K shares
$258.5M · 4K shares
$253.8M · 3K shares
$246.2M · 8K shares
$235.8M · 2K shares
$228.1M · 334 shares
$208.0M · 7K shares
$200.4M · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 51 | $349.4B | 22.7% |
| Financial Services | 115 | $303.7B | 19.8% |
| Industrials | 51 | $161.6B | 10.5% |
| Communication Services | 14 | $161.2B | 10.5% |
| Consumer Cyclical | 29 | $152.0B | 9.9% |
| Healthcare | 40 | $133.4B | 8.7% |
| Unknown | 26 | $83.9B | 5.5% |
| Consumer Defensive | 18 | $83.5B | 5.4% |
| Energy | 20 | $66.9B | 4.4% |
| Basic Materials | 9 | $25.9B | 1.7% |
| Utilities | 13 | $9.9B | 0.6% |
| Real Estate | 9 | $4.9B | 0.3% |