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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BEESE FULMER INVESTMENT MANAGEMENT, INC.

Quarter ended Q3 2023 · Filed July 11, 2023 · Accession 0000911274-23-000005

Total Value
$924.5M
Positions
221
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (221)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL338,402$65.6M7.10%
2MICROSOFT CORP COMMSFT133,371$45.4M4.91%
3MASTERCARD INCORPORATED CL AMA70,303$27.7M2.99%
4OREILLY AUTOMOTIVE INC COM67103H10721,739$20.8M2.25%
5JOHNSON & JOHNSONJNJ121,770$20.2M2.18%
6BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A57,700$19.7M2.13%
7PROCTER & GAMBLE COMPANY742718109118,075$17.9M1.94%
8EXXON MOBIL CORP COMXOM164,527$17.6M1.91%
9ALPHABET INC CAP STK CL CGOOG141,375$17.1M1.85%
10COSTCO WHOLESALE CORPORATION22160K10530,981$16.7M1.80%
11ALPHABET INC CAP STK CL AGOOG138,726$16.6M1.80%
12AMAZON COM INC COMAMZN119,679$15.6M1.69%
13BROADCOM INC COMAVGO17,597$15.3M1.65%
14MCDONALDS CORP COMMCD50,866$15.2M1.64%
15CHEVRON CORP NEW COMCVX92,024$14.5M1.57%
16PEPSICO, INC.PEP78,087$14.5M1.56%
17COCA COLA CO COMKO237,934$14.3M1.55%
18LOWES COS INC COM54866110761,715$13.9M1.51%
19COMCAST CORP NEW CL ACCZ332,920$13.8M1.50%
20META PLATFORMS INC CL AMETA46,863$13.4M1.45%
21NOVO-NORDISK A S ADRNONOF81,457$13.2M1.43%
22JPMORGAN CHASE & CO COMVYLD89,418$13.0M1.41%
23DISNEY WALT CO COM254687106136,276$12.2M1.32%
24STRYKER CORPORATION COMSYK39,736$12.1M1.31%
25UNITED PARCEL SERVICE INC CL BUPS66,956$12.0M1.30%
26LINDE PLC SHSLIN30,984$11.8M1.28%
27MERCK & CO INC COMMRK100,641$11.6M1.26%
28EDWARDS LIFESCIENCES CORP COMEW122,038$11.5M1.25%
29HERSHEY CO COMHSY43,764$10.9M1.18%
30CHUBB LIMITED COMCB55,069$10.6M1.15%
31INTERCONTINENTAL EXCHANGE INC COM45866F10493,300$10.6M1.14%
32ABBOTT LABS COMABLZF94,573$10.3M1.12%
33TJX COS INC NEW COM872540109121,556$10.3M1.11%
34CONOCOPHILLIPS COMCOP97,487$10.1M1.09%
35CUMMINS INC COMCMI40,372$9.9M1.07%
36HOME DEPOT INC COMHD31,617$9.8M1.06%
37RAYTHEON TECHNOLOGIES CORP COMRTX98,183$9.6M1.04%
38VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409125,978$9.5M1.03%
39CVS HEALTH CORP COMCVS132,332$9.1M0.99%
40ADOBE SYSTEMS INCORPORATED COMADBE18,136$8.9M0.96%
41BOEING CO COMBA-PA41,984$8.9M0.96%
42TEXAS INSTRS INC COM88250810449,101$8.8M0.96%
43EMERSON ELEC CO COMEMR97,003$8.8M0.95%
44UNION PAC CORP COMUNP41,837$8.6M0.93%
45PHILIP MORRIS INTL INC COM71817210986,690$8.5M0.92%
46GOLDMAN SACHS GROUP INC COMGSCE25,886$8.3M0.90%
47BECTON DICKINSON & CO COMBDX30,086$7.9M0.86%
48AON PLC SHS CL AAON20,479$7.1M0.76%
49D R HORTON INC COM23331A10951,470$6.3M0.68%
50MEDTRONIC PLC SHSMDT65,193$5.7M0.62%
51FLEETCOR TECHNOLOGIES INC COM33904110522,382$5.6M0.61%
52SALESFORCE INC COMCRM26,017$5.5M0.59%
53EOG RES INC COMEOG46,478$5.3M0.58%
54ROPER TECHNOLOGIES INC COMROP11,051$5.3M0.57%
55PAYPAL HLDGS INC COMPYPL76,674$5.1M0.55%
56ABBVIE INC COMABBV37,902$5.1M0.55%
57NORTHROP GRUMMAN CORP COMNOC10,914$5.0M0.54%
58FARMERS NATIONAL BANC CORP COMFMNB392,339$4.9M0.52%
59ROCKWELL AUTOMATION INC COMROK13,339$4.4M0.48%
60CATERPILLAR INC COMCAT17,761$4.4M0.47%
61SHERWIN WILLIAMS CO COMSHW15,721$4.2M0.45%
62BERKSHIRE HATHAWAY INC DEL CL ABRK-A8$4.1M0.45%
63DEERE & CO COMDE9,417$3.8M0.41%
64AMERICAN ELEC PWR CO INC COM02553710144,465$3.7M0.40%
65CIVISTA BANCSHARES INC COM NO PARCIVB192,509$3.3M0.36%
66AUTOMATIC DATA PROCESSING INC COMADP14,540$3.2M0.35%
67AIR PRODS & CHEMS INC COMAIIR10,308$3.1M0.33%
68SMUCKER J M CO COM NEW83269640519,305$2.9M0.31%
69SCHLUMBERGER LTD COM STKSLB57,210$2.8M0.30%
70CURTISS WRIGHT CORP COMCW15,205$2.8M0.30%
71HUNTINGTON BANCSHARES INC COMHBANP254,699$2.7M0.30%
72AMERICAN EXPRESS CO COMAXP15,746$2.7M0.30%
73PFIZER INC COMPFE73,131$2.7M0.29%
74MCKESSON CORP COMMCK6,247$2.7M0.29%
75TELEDYNE TECHNOLOGIES INC COMTDY6,314$2.6M0.28%
76PIONEER NAT RES CO COM72378710711,181$2.3M0.25%
77VERIZON COMMUNICATIONS INC.VZ62,240$2.3M0.25%
78BRISTOL-MYERS SQUIBB CO COMCELG-RI36,116$2.3M0.25%
79KEMPER CORP COMKMPB47,846$2.3M0.25%
80DOMINION ENERGY INC COMD43,991$2.3M0.25%
81TRUIST FINL CORP COM89832Q10973,981$2.2M0.24%
82GENERAL ELECTRIC CO COM NEW36960430120,408$2.2M0.24%
83MARKEL GROUP INC COMMKL1,597$2.2M0.24%
84SPDR S&P 500 ETF TRUSTSPY4,864$2.2M0.23%
85EATON CORP PLC SHSETN10,550$2.1M0.23%
86CSX CORP COMCSX61,275$2.1M0.23%
87LAMAR ADVERTISING CO NEW CL ALAMR20,293$2.0M0.22%
88FEDEX CORP COMFDX7,905$2.0M0.21%
89NORFOLK SOUTHN CORP COM6558441088,577$1.9M0.21%
90QUALCOMM INC COMQCOM16,214$1.9M0.21%
91SENSATA TECHNOLOGIES HLDG PLC SHSST42,760$1.9M0.21%
92AUTODESK INC COMADSK9,377$1.9M0.21%
93VANGUARD DIVIDEND APPRECIATION ETF92190884411,726$1.9M0.21%
94TRANE TECHNOLOGIES PLC SHSTT9,937$1.9M0.21%
95TRANSDIGM GROUP INC COMTDG2,122$1.9M0.21%
96GENERAL MLS INC COM37033410422,853$1.8M0.19%
97CISCO SYS INC COMCSCO33,816$1.7M0.19%
98MONDELEZ INTL INC CL A60920710523,569$1.7M0.19%
99AT&T INC COMT-PC99,926$1.6M0.17%
100WELLS FARGO CO NEW COM94974610137,281$1.6M0.17%
101TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910014,639$1.5M0.16%
102FREEPORT-MCMORAN INC CL BFCX34,802$1.4M0.15%
103TIMKEN CO COMTKR15,179$1.4M0.15%
104VANGUARD TOTAL STOCK MARKET ETF9229087696,290$1.4M0.15%
105NVIDIA CORPORATION COMNVDA3,265$1.4M0.15%
106INTERNATIONAL BUSINESS MACHS COMINTR10,295$1.4M0.15%
1073M COMPANYMMM13,020$1.3M0.14%
108VANGUARD ULTRA-SHORT BOND ETF92203C30325,385$1.2M0.13%
109SHELL PLC SPON ADSRYDAF20,394$1.2M0.13%
110VANGUARD SMALL-CAP ETF9229087516,149$1.2M0.13%
111LOEWS CORP COML19,395$1.2M0.12%
112GENERAL DYNAMICS CORP COMGD5,068$1.1M0.12%
113BP PLC SPONSORED ADRBPPFF30,038$1.1M0.11%
114WALMART INC COMWMT6,739$1.1M0.11%
115VISA INC COM CL AV4,392$1.0M0.11%
116FIFTH THIRD BANCORP COMFITBM37,973$995,2720.11%
117INTEL CORP COMINTC29,359$981,7650.11%
118CARRIER GLOBAL CORPORATION COMCARR19,366$962,6840.10%
119ALTRIA GROUP, INC.MO20,980$950,3940.10%
120MORGAN STANLEY COM NEWMS-PQ10,971$936,9230.10%
121PERMIAN BASIN RTY TR UNIT BEN INT71423610636,867$919,3830.10%
122WARNER BROS DISCOVERY INC COM SER AWBD70,792$887,7320.10%
123EASTERN BANKSHARES INC COMEBC71,700$879,7590.10%
124AMGEN INC COMAMGN3,785$840,3190.09%
125ZOETIS INC CL AZTS4,848$834,8740.09%
126SPDR GOLD SHARESGLD4,619$823,4290.09%
127ORACLE CORP COMORCL-PD6,844$815,0000.09%
128JOHNSON CTLS INTL PLC SHSG5150210511,901$810,9340.09%
129TRACTOR SUPPLY CO COMTSCO3,619$800,1610.09%
130NEXTERA ENERGY INC COMNEE-PW10,108$750,0050.08%
131REPUBLIC SVCS INC COM7607591004,889$748,8480.08%
132AXON ENTERPRISE INC COMAXON3,810$743,4070.08%
133ISHARES MSCI EAFE ETF46428746510,207$740,0210.08%
134UNITEDHEALTH GROUP INC COMUNH1,513$727,2080.08%
135FOX CORP CL A COMFOX20,663$702,5420.08%
136STARBUCKS CORP COMSBUX7,092$702,5340.08%
137CROWDSTRIKE HLDGS INC CL ACRWD4,761$699,2480.08%
138PIMCO ENHANCED SHORT MATURITY ACTIVE ETF72201R8336,536$652,0310.07%
139VANGUARD VALUE ETF9229087444,466$634,6190.07%
140SYNCHRONY FINANCIAL COMSYF-PB18,525$628,3680.07%
141ISHARES RUSSELL MIDCAP ETF4642874998,399$613,3790.07%
142VANGUARD FTSE EMERGING MARKETS ETF92204285814,833$603,4130.07%
143TIMKENSTEEL CORPORATION COMMTUS27,412$591,2770.06%
144INTUITIVE SURGICAL INC COM NEWISRG1,708$584,0340.06%
145ISHARES RUSSELL 1000 GROWTH ETF4642876142,026$557,6140.06%
146GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC6,647$540,0020.06%
147KEYCORP COM49326710855,833$515,8970.06%
148FS BANCORP INC COMFSBW16,790$504,8750.05%
149LOCKHEED MARTIN CORP COMLMT1,091$502,2170.05%
150EQUITY LIFESTYLE PPTYS INC COM29472R1087,431$497,0600.05%
151VANGUARD GROWTH ETF9229087361,680$475,4110.05%
152ISHARES RUSSELL 2000 ETF4642876552,429$454,9110.05%
153KINDER MORGAN INC DEL COMEP-PC25,958$446,9970.05%
154DUKE ENERGY CORP NEW COM NEWDUKB4,906$440,2640.05%
155RICHMOND MUT BANCORPORATION COM76525P10039,597$437,1510.05%
156FIRSTENERGY CORP COMFE11,051$429,6630.05%
157Ponce Financial Group Inc.PDLB48,974$425,5840.05%
158JPMORGAN ULTRA-SHORT INCOME ETF46641Q8378,300$416,1620.05%
159GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETFNVGLF8,157$407,0340.04%
160INVESCO QQQ TRUST SERIES IIVZ1,097$405,2540.04%
161PNC FINL SVCS GROUP INC COM6934751053,185$401,1510.04%
162SOUND FINL BANCORP INC COM83607A10011,080$395,8880.04%
163MARATHON PETE CORP COMMARA3,385$394,6910.04%
164LIBERTY GLOBAL PLC SHS CL CLBTYK21,979$390,5670.04%
165TARGET CORP COMTGT2,927$386,0710.04%
166WILLIAMS COS INC COM96945710011,575$377,6920.04%
167HONEYWELL INTERNATIONAL INC.4385161061,785$370,3880.04%
168UNILEVER PLC SPON ADR NEWUNLYF7,036$366,7870.04%
169WASTE MGMT INC DEL COM94106L1092,084$361,4070.04%
170CARDINAL HEALTH INC COMCAH3,715$351,3280.04%
171MOODYS CORP COMMCO1,000$347,7200.04%
172VANGUARD SHORT-TERM BOND ETF9219378274,414$333,5660.04%
173LILLY ELI & CO COMLLY679$318,4370.03%
174SOUTHERN CO COMSOMN4,435$311,5590.03%
175ISHARES CORE S&P 500 ETF464287200695$309,7680.03%
176CHARTER COMMUNICATIONS INC NEW CL A16119P108836$307,1210.03%
177RPM INTL INC COM7496851033,350$300,5960.03%
178ESSA BANCORP INC COM29667D10420,097$300,4500.03%
179ENTERPRISE BANCORP INC MASS COM29366810910,350$299,5290.03%
180TESLA INC COMTSLA1,142$298,9410.03%
181CINCINNATI FINL CORP COM1720621012,944$286,5100.03%
182MILLICOM INTL CELLULAR S A COM STKL6388F11018,649$284,2110.03%
183PARKER-HANNIFIN CORP COMPH713$277,9420.03%
184BROOKLINE BANCORP INC DEL COM11373M10730,592$267,3740.03%
185LAUDER ESTEE COS INC CL A5184391041,360$267,0770.03%
186BERKSHIRE HILLS BANCORP INC COMBBT12,796$265,2610.03%
187AMERICAN AIRLINES GROUP INC 6.5 07/01/2025AAL200,000$256,3060.03%
188ISHARES S&P 100 ETF4642871011,210$250,5430.03%
189JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q6544,945$250,4640.03%
190AFLAC INC COMAFL3,522$245,8360.03%
191HILLTOP HOLDINGS INC COMHTH7,720$242,8710.03%
192THERMO FISHER SCIENTIFIC INC COMTMO465$242,6140.03%
193AMERICAN WTR WKS CO INC NEW COM0304201031,694$241,8190.03%
194NIKE INC CL BNKE2,166$239,0980.03%
195ISHARES CORE DIVIDEND GROWTH ETF46434V6214,593$236,6770.03%
196FLEXSHARES QUALITY DIVIDEND INDEX FUNDFLEX4,090$236,3610.03%
197SPDR S&P DIVIDEND ETF78464A7631,910$234,1150.03%
198WEC ENERGY GROUP INC COMWEC2,628$231,8950.03%
199COLUMBIA FINL INC COM19764110313,268$229,4040.02%
200SERVICENOW INC COMNOW407$228,7220.02%
201CITIZENS FINL SVCS INC COMCIA3,037$226,1650.02%
202MERCADOLIBRE INC COMMELI185$219,1510.02%
203LIBERTY MEDIA CORP DEL COM C SIRIUSXMFWONB6,669$218,2760.02%
204LIBERTY BROADBAND CORP COM SER CLBRDP2,700$216,2970.02%
205NUCOR CORP COMNUE1,300$213,1740.02%
206BANK AMERICA CORP COM0605051047,401$212,3350.02%
207CAPITAL ONE FINL CORP COM14040H1051,925$210,5370.02%
208VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208054,395$208,4110.02%
209US BANCORP DEL COM NEWUSB-PS6,222$205,5750.02%
210KIMBERLY-CLARK CORP COMKMB1,471$203,0860.02%
211DISH NETWORK CORPORATION CL A25470M10930,395$200,3030.02%
212BLUE FOUNDRY BANCORP COMBLFY19,510$197,2460.02%
213FORD MTR CO DEL COM34537086012,853$194,4660.02%
214MALVERN BANCORP INC COM56140910310,947$172,4150.02%
215BOGOTA FINL CORP COM09723510520,550$167,6880.02%
216CITIZENS CMNTY BANCORP INC MD COMCIA18,778$166,1850.02%
217HARBORONE BANCORP INC NEW COM NEW41165Y10018,027$156,4740.02%
218BANC OF CALIFORNIA INC COMBANC-PF10,220$118,3480.01%
219WESTERN NEW ENG BANCORP INC COM95889210111,933$69,6890.01%
220AMERISERV FINL INC COM03074A10211,000$27,9400.00%
221DIEBOLD NIXDORF INC COM STKDBD12,480$6610.00%