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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 Q1 2024 · Filed April 8, 2024 · Accession 0000911274-24-000003

Total Value
$1.06B
Positions
225
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (225)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP COMMSFT130,252$54.8M5.16%
2APPLE INC COMAAPL314,991$54.0M5.08%
3MASTERCARD INCORPORATED CL AMA69,032$33.2M3.13%
4AMAZON COM INC COMAMZN167,280$30.2M2.84%
5BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A57,166$24.0M2.26%
6BROADCOM INC COMAVGO17,575$23.3M2.19%
7COSTCO WHOLESALE CORPORATION22160K10531,703$23.2M2.19%
8OREILLY AUTOMOTIVE INC COM67103H10720,571$23.2M2.18%
9ALPHABET INC CAP STK CL AGOOG138,768$20.9M1.97%
10NOVO-NORDISK A S ADRNONOF162,718$20.9M1.97%
11ALPHABET INC CAP STK CL CGOOG135,709$20.7M1.94%
12MERCK & CO INC COMMRK155,164$20.5M1.93%
13EXXON MOBIL CORP COMXOM165,743$19.3M1.81%
14JOHNSON & JOHNSONJNJ121,402$19.2M1.81%
15PROCTER & GAMBLE COMPANY742718109118,065$19.2M1.80%
16JPMORGAN CHASE & CO COMVYLD90,900$18.2M1.71%
17TJX COS INC NEW COM872540109166,404$16.9M1.59%
18RTX CORPORATION COMRTX172,325$16.8M1.58%
19META PLATFORMS INC CL AMETA33,488$16.3M1.53%
20DISNEY WALT CO COM254687106128,288$15.7M1.48%
21CHEVRON CORP NEW COMCVX97,291$15.3M1.44%
22COMCAST CORP NEW CL ACCZ340,876$14.8M1.39%
23LOWES COS INC COM54866110757,324$14.6M1.37%
24CHUBB LIMITED COMCB55,983$14.5M1.36%
25STRYKER CORPORATION COMSYK40,533$14.5M1.36%
26MCDONALDS CORP COMMCD51,231$14.4M1.36%
27LINDE PLC SHSLIN30,433$14.1M1.33%
28EDWARDS LIFESCIENCES CORP COMEW140,531$13.4M1.26%
29INTERCONTINENTAL EXCHANGE INC COM45866F10494,992$13.1M1.23%
30COCA COLA CO COMKO210,599$12.9M1.21%
31CONOCOPHILLIPS COMCOP100,159$12.7M1.20%
32PEPSICO, INC.PEP72,486$12.7M1.19%
33HOME DEPOT INC COMHD32,480$12.5M1.17%
34CUMMINS INC COMCMI41,902$12.3M1.16%
35NETFLIX INC COMNFLX17,831$10.8M1.02%
36ABBOTT LABS COMABLZF95,200$10.8M1.02%
37UNION PAC CORP COMUNP43,692$10.7M1.01%
38GOLDMAN SACHS GROUP INC COMGSCE25,689$10.7M1.01%
39DELL TECHNOLOGIES INC CL CDELL92,894$10.6M1.00%
40UNITEDHEALTH GROUP INC COMUNH20,623$10.2M0.96%
41EMERSON ELEC CO COMEMR85,110$9.7M0.91%
42PHILIP MORRIS INTL INC COM718172109104,125$9.5M0.90%
43ADOBE INC COMADBE18,780$9.5M0.89%
44SALESFORCE INC COMCRM30,552$9.2M0.87%
45TEXAS INSTRS INC COM88250810452,548$9.2M0.86%
46BOEING CO COMBA-PA46,102$8.9M0.84%
47D R HORTON INC COM23331A10953,103$8.7M0.82%
48VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409104,399$8.1M0.76%
49HERSHEY CO COMHSY41,095$8.0M0.75%
50AON PLC SHS CL AAON23,740$7.9M0.75%
51BECTON DICKINSON & CO COMBDX29,811$7.4M0.69%
52EOG RES INC COMEOG52,662$6.7M0.63%
53ABBVIE INC COMABBV36,228$6.6M0.62%
54ROPER TECHNOLOGIES INC COMROP11,047$6.2M0.58%
55CATERPILLAR INC COMCAT16,598$6.1M0.57%
56NORTHROP GRUMMAN CORP COMNOC10,717$5.1M0.48%
57BERKSHIRE HATHAWAY INC DEL CL ABRK-A8$5.1M0.48%
58FARMERS NATIONAL BANC CORP COMFMNB365,959$4.9M0.46%
59SHERWIN WILLIAMS CO COMSHW13,694$4.8M0.45%
60EATON CORP PLC SHSETN14,651$4.6M0.43%
61AMERICAN ELEC PWR CO INC COM02553710151,244$4.4M0.42%
62TRUIST FINL CORP COM89832Q109110,373$4.3M0.40%
63CURTISS WRIGHT CORP COMCW15,103$3.9M0.36%
64DEERE & CO COMDE9,354$3.8M0.36%
65ROCKWELL AUTOMATION INC COMROK13,119$3.8M0.36%
66AUTOMATIC DATA PROCESSING INC COMADP14,154$3.5M0.33%
67AMERICAN EXPRESS CO COMAXP15,453$3.5M0.33%
68HUNTINGTON BANCSHARES INC COMHBANP238,753$3.3M0.31%
69NVIDIA CORPORATION COMNVDA3,620$3.3M0.31%
70MCKESSON CORP COMMCK5,922$3.2M0.30%
71SCHLUMBERGER LTD COM STKSLB54,664$3.0M0.28%
72TRANE TECHNOLOGIES PLC SHSTT9,637$2.9M0.27%
73CIVISTA BANCSHARES INC COM NO PARCIVB182,581$2.8M0.26%
74GE AEROSPACE COM NEW36960430115,714$2.8M0.26%
75QUALCOMM INC COMQCOM16,049$2.7M0.26%
76TELEDYNE TECHNOLOGIES INC COMTDY6,316$2.7M0.26%
77KEMPER CORP COMKMPB40,892$2.5M0.24%
78FREEPORT-MCMORAN INC CL BFCX53,566$2.5M0.24%
79PIONEER NAT RES CO COM7237871079,514$2.5M0.23%
80SPDR S&P 500 ETF TRUSTSPY4,761$2.5M0.23%
81AIR PRODS & CHEMS INC COMAIIR10,248$2.5M0.23%
82TRANSDIGM GROUP INC COMTDG2,012$2.5M0.23%
83MARKEL GROUP INC COMMKL1,597$2.4M0.23%
84LAMAR ADVERTISING CO NEW CL ALAMR19,247$2.3M0.22%
85FEDEX CORP COMFDX7,821$2.3M0.21%
86CSX CORP COMCSX60,380$2.2M0.21%
87NORFOLK SOUTHN CORP COM6558441088,474$2.2M0.20%
88VANGUARD DIVIDEND APPRECIATION ETF92190884411,753$2.1M0.20%
89SMUCKER J M CO COM NEW83269640516,435$2.1M0.19%
90INTERNATIONAL BUSINESS MACHS COMINTR10,224$2.0M0.18%
91VERIZON COMMUNICATIONS INC.VZ43,921$1.8M0.17%
92DOMINION ENERGY INC COMD36,838$1.8M0.17%
93AUTODESK INC COMADSK6,569$1.7M0.16%
94PFIZER INC COMPFE59,676$1.7M0.16%
95VANGUARD TOTAL STOCK MARKET ETF9229087696,331$1.6M0.15%
96MONDELEZ INTL INC CL A60920710523,220$1.6M0.15%
97TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910011,442$1.6M0.15%
98CROWDSTRIKE HLDGS INC CL ACRWD4,761$1.5M0.14%
99LOEWS CORP COML19,395$1.5M0.14%
100WELLS FARGO CO NEW COM94974610125,971$1.5M0.14%
101BRISTOL-MYERS SQUIBB CO COMCELG-RI27,203$1.5M0.14%
102VANGUARD SMALL-CAP ETF9229087516,227$1.4M0.13%
103AT&T INC COMT-PC79,877$1.4M0.13%
104CORPAY INC COM SHSCPAY4,530$1.4M0.13%
105GENERAL MLS INC COM37033410419,880$1.4M0.13%
106CISCO SYS INC COMCSCO27,473$1.4M0.13%
107GENERAL DYNAMICS CORP COMGD4,788$1.4M0.13%
108TIMKEN CO COMTKR15,222$1.3M0.13%
109FIFTH THIRD BANCORP COMFITBM35,716$1.3M0.13%
110VANGUARD ULTRA-SHORT BOND ETF92203C30326,795$1.3M0.12%
111SHELL PLC SPON ADSRYDAF19,589$1.3M0.12%
112UNITED PARCEL SERVICE INC CL BUPS8,479$1.3M0.12%
113VISA INC COM CL AV4,431$1.2M0.12%
114AXON ENTERPRISE INC COMAXON3,848$1.2M0.11%
115WALMART INC COMWMT19,771$1.2M0.11%
116CARRIER GLOBAL CORPORATION COMCARR19,436$1.1M0.11%
117INTEL CORP COMINTC24,682$1.1M0.10%
118AMGEN INC COMAMGN3,698$1.1M0.10%
119EASTERN BANKSHARES INC COMEBC67,700$932,9060.09%
120MORGAN STANLEY COM NEWMS-PQ9,708$914,1050.09%
121ALTRIA GROUP, INC.MO20,767$905,8570.09%
122REPUBLIC SVCS INC COM7607591004,689$897,6620.08%
123SENSATA TECHNOLOGIES HLDG PLC SHSST24,213$889,5860.08%
124ORACLE CORP COMORCL-PD7,044$884,7420.08%
125SPDR GOLD SHARESGLD4,236$871,4300.08%
126KEYCORP COM49326710851,833$819,4800.08%
127ZOETIS INC CL AZTS4,820$815,5920.08%
128ISHARES MSCI EAFE ETF4642874659,835$785,4320.07%
129JOHNSON CTLS INTL PLC SHSG5150210511,412$745,4320.07%
130VANGUARD VALUE ETF9229087444,542$739,7100.07%
131BP PLC SPONSORED ADRBPPFF18,438$694,7440.07%
132SYNCHRONY FINANCIAL COMSYF-PB15,957$688,0660.06%
133ISHARES CORE S&P 500 ETF4642872001,308$687,6570.06%
134MARATHON PETE CORP COMMARA3,385$682,0780.06%
135ISHARES RUSSELL MIDCAP ETF4642874997,864$661,2840.06%
136ISHARES RUSSELL 1000 GROWTH ETF4642876141,956$659,3930.06%
137PNC FINL SVCS GROUP INC COM6934751053,993$645,2690.06%
138INTUITIVE SURGICAL INC COM NEWISRG1,559$622,1810.06%
139TRACTOR SUPPLY CO COMTSCO2,323$607,9760.06%
140VANGUARD GROWTH ETF9229087361,755$604,1570.06%
141PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH72201R8335,771$580,2160.05%
142STARBUCKS CORP COMSBUX6,269$572,9240.05%
143FS BANCORP INC COMFSBW15,790$548,0710.05%
144MEDTRONIC PLC SHSMDT6,109$532,3990.05%
145ISHARES RUSSELL 2000 ETF4642876552,421$509,1360.05%
146TARGET CORP COMTGT2,853$505,5800.05%
147LOCKHEED MARTIN CORP COMLMT1,091$496,2060.05%
148EQUITY LIFESTYLE PPTYS INC COM29472R1087,407$477,0110.04%
149ELI LILLY & CO COMLLY584$454,3290.04%
150CVS HEALTH CORP COMCVS5,680$453,0370.04%
151GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC4,960$450,9140.04%
152SOUND FINL BANCORP INC COM83607A10011,080$445,0840.04%
153RICHMOND MUT BANCORPORATION COM76525P10039,297$436,9830.04%
154WILLIAMS COS INC COM96945710011,075$431,5930.04%
155Ponce Financial Group Inc.PDLB48,486$431,5250.04%
156NEXTERA ENERGY INC COMNEE-PW6,681$426,9800.04%
157DUKE ENERGY CORP NEW COM NEWDUKB4,413$426,7810.04%
158PARKER-HANNIFIN CORP COMPH763$423,8450.04%
159CARDINAL HEALTH INC COMCAH3,715$415,7090.04%
160INVESCO QQQ TRUST SERIES IIVZ931$413,3730.04%
161PAYPAL HLDGS INC COMPYPL6,140$411,3190.04%
162KINDER MORGAN INC DEL COMEP-PC22,368$410,2290.04%
163JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND46641Q8378,100$408,6450.04%
164PERMIAN BASIN RTY TR UNIT BEN INT71423610633,517$404,5350.04%
165TESLA INC COMTSLA2,290$402,5590.04%
166VANGUARD FTSE EMERGING MARKETS ETF9220428589,634$402,4120.04%
167MOODYS CORP COMMCO1,000$393,0300.04%
168KENVUE INC COMKVUE17,067$366,2580.03%
169GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETFNVGLF7,179$361,4990.03%
170WARNER BROS DISCOVERY INC COM SER AWBD41,158$359,3090.03%
171SERVICENOW INC COMNOW471$359,0900.03%
172RPM INTL INC COM7496851032,996$356,3740.03%
173METALLUS INC COMMTUS15,972$355,3770.03%
1743M COMPANYMMM3,350$355,3350.03%
175CINCINNATI FINL CORP COM1720621012,809$348,7940.03%
176WASTE MGMT INC DEL COM94106L1091,635$348,5000.03%
177FIRSTENERGY CORP COMFE9,011$348,0050.03%
178HONEYWELL INTERNATIONAL INC.4385161061,685$345,8460.03%
179LIBERTY GLOBAL LTD COM CL CLBTYK19,473$343,5040.03%
180VANGUARD SHORT-TERM BOND ETF9219378274,408$337,9610.03%
181FOX CORP CL A COMFOX10,500$328,3350.03%
182UNILEVER PLC SPON ADR NEWUNLYF6,536$328,0420.03%
183ESSA BANCORP INC COM29667D10417,097$311,6780.03%
184SOUTHERN CO COMSOMN4,235$303,8190.03%
185AFLAC INC COMAFL3,522$302,3990.03%
186ISHARES S&P 100 ETF4642871011,210$299,3660.03%
187ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,800$295,8300.03%
188CHIPOTLE MEXICAN GRILL INC COMCMG101$293,5840.03%
189BERKSHIRE HILLS BANCORP INC COMBBT12,696$290,9920.03%
190CAPITAL ONE FINL CORP COM14040H1051,925$286,6130.03%
191BANK AMERICA CORP COM0605051047,401$280,6460.03%
192MILLICOM INTL CELLULAR S A COM STKL6388F11013,764$278,4460.03%
193THERMO FISHER SCIENTIFIC INC COMTMO465$270,2630.03%
194FLEXSHARES QUALITY DIVIDEND INDEX FUND FLEXSHARES QUALITY DIVIDEND INDEX FUFLEX4,090$269,5720.03%
195ENTERPRISE BANCORP INC MASS COM29366810910,350$268,7900.03%
196PHILLIPS 66 COMPSX1,638$267,5510.03%
197ISHARES CORE DIVIDEND GROWTH ETF46434V6214,593$266,6700.03%
198BROOKLINE BANCORP INC DEL COM11373M10726,405$262,9940.02%
199MERCADOLIBRE INC COMMELI172$260,0570.02%
200JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q6544,945$250,9090.02%
201HILLTOP HOLDINGS INC COMHTH7,720$241,7900.02%
202DAVITA INC COMDVA1,750$241,5880.02%
203SPDR S&P DIVIDEND ETF78464A7631,795$235,5760.02%
204SUNCOR ENERGY INC NEW COMSU6,250$230,6880.02%
205LAUDER ESTEE COS INC CL A5184391041,495$230,4540.02%
206CME GROUP INC COMCME1,066$229,4990.02%
207CITIZENS CMNTY BANCORP INC MD COMCIA18,778$228,1530.02%
208INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,760$221,6900.02%
209NUCOR CORP COMNUE1,100$217,6900.02%
210WEC ENERGY GROUP INC COMWEC2,628$215,8110.02%
211COLUMBIA FINL INC COM19764110312,468$214,5740.02%
212ACCENTURE PLC IRELAND SHS CLASS AACN617$213,8580.02%
213GRACO INC COMGGG2,264$211,5930.02%
214HOMETRUST BANCSHARES INC COMHTB7,730$211,3380.02%
215AMERICAN WTR WKS CO INC NEW COM0304201031,694$207,0240.02%
216ISHARES MSCI USA MIN VOL FACTOR ETF46429B6972,442$204,1020.02%
217UBER TECHNOLOGIES INC COMUBER2,645$203,6390.02%
218AMERICAN AIRLINES GROUP INC 6.5 07/01/2025AAL175,000$203,1980.02%
219INVESCO WATER RESOURCES ETFIVZ3,033$201,9070.02%
220INVESCO S&P 500 EQUAL WEIGHT ETFIVZ1,189$201,3810.02%
221HARBORONE BANCORP INC NEW COM NEW41165Y10017,907$190,8890.02%
222BANC OF CALIFORNIA INC COMBANC-PF10,220$155,4460.01%
223BOGOTA FINL CORP COM09723510519,550$138,4140.01%
224WESTERN NEW ENG BANCORP INC COM95889210111,933$91,5260.01%
225AMERISERV FINL INC COM03074A10211,000$28,6000.00%