Beese Fulmer Investment Management
$1.6B Assets Reported
482 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 322,470 | $82M | 5.2% |
| MSFT | MICROSOFT CORP | 143,526 | $53M | 3.4% |
| AVGO | BROADCOM INC | 168,300 | $52M | 3.3% |
| GOOGL | ALPHABET INC | 152,207 | $44M | 2.8% |
| AMZN | AMAZON COM INC | 189,164 | $39M | 2.5% |
| GOOG | ALPHABET INC | 122,251 | $35M | 2.2% |
| XOM | EXXON MOBIL CORP | 203,988 | $35M | 2.2% |
| RTX | RTX CORPORATION | 176,077 | $34M | 2.2% |
| JNJ | JOHNSON & JOHNSON | 135,684 | $33M | 2.1% |
| MA | MASTERCARD INCORPORATED | 66,354 | $33M | 2.1% |
Track Beese Fulmer Investment Management's 13F portfolio: $1.6B in reported holdings, 482 positions. Top holdings, AUM, and quarterly changes on SentiSense.