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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 Q2 2024 · Filed July 3, 2024 · Accession 0000911274-24-000005

Total Value
$1.10B
Positions
223
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (223)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL314,411$66.2M6.03%
2MICROSOFT CORP COMMSFT131,665$58.8M5.36%
3AMAZON COM INC COMAMZN173,737$33.6M3.06%
4MASTERCARD INCORPORATED CL AMA69,183$30.5M2.78%
5BROADCOM INC COMAVGO17,665$28.4M2.58%
6COSTCO WHOLESALE CORPORATION22160K10531,681$26.9M2.45%
7ALPHABET INC CAP STK CL AGOOG144,051$26.2M2.39%
8ALPHABET INC CAP STK CL CGOOG134,210$24.6M2.24%
9BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A57,508$23.4M2.13%
10NOVO-NORDISK A S ADRNONOF163,818$23.4M2.13%
11OREILLY AUTOMOTIVE INC COM67103H10720,707$21.9M1.99%
12EXXON MOBIL CORP COMXOM189,419$21.8M1.98%
13PROCTER & GAMBLE COMPANY742718109119,026$19.6M1.79%
14MERCK & CO INC COMMRK158,519$19.6M1.79%
15TJX COS INC NEW COM872540109169,670$18.7M1.70%
16JPMORGAN CHASE & CO. COMVYLD92,135$18.6M1.70%
17JOHNSON & JOHNSONJNJ124,405$18.2M1.65%
18RTX CORPORATION COMRTX175,563$17.6M1.60%
19META PLATFORMS INC CL AMETA34,134$17.2M1.57%
20SALESFORCE INC COMCRM63,645$16.4M1.49%
21CHEVRON CORP NEW COMCVX97,644$15.3M1.39%
22CHUBB LIMITED COMCB57,013$14.5M1.32%
23STRYKER CORPORATION COMSYK41,865$14.2M1.30%
24EDWARDS LIFESCIENCES CORP COMEW147,924$13.7M1.24%
25LINDE PLC SHSLIN30,575$13.4M1.22%
26NETFLIX INC COMNFLX19,726$13.3M1.21%
27INTERCONTINENTAL EXCHANGE INC COM45866F10496,782$13.2M1.21%
28MCDONALDS CORP COMMCD51,959$13.2M1.21%
29DELL TECHNOLOGIES INC CL CDELL94,981$13.1M1.19%
30DISNEY WALT CO COM254687106128,169$12.7M1.16%
31COCA COLA CO COMKO195,564$12.4M1.13%
32COMCAST CORP NEW CL ACCZ308,865$12.1M1.10%
33EATON CORP PLC SHSETN37,943$11.9M1.08%
34CONOCOPHILLIPS COMCOP103,620$11.9M1.08%
35CUMMINS INC COMCMI42,776$11.8M1.08%
36PEPSICO, INC.PEP70,500$11.6M1.06%
37ARISTA NETWORKS INC COMANET33,094$11.6M1.06%
38UNITEDHEALTH GROUP INC COMUNH22,481$11.4M1.04%
39GOLDMAN SACHS GROUP INC COMGSCE25,303$11.4M1.04%
40PHILIP MORRIS INTL INC COM718172109110,087$11.2M1.02%
41ADOBE INC COMADBE19,731$11.0M1.00%
42HOME DEPOT INC COMHD31,419$10.8M0.98%
43TEXAS INSTRS INC COM88250810454,526$10.6M0.97%
44UNION PAC CORP COMUNP45,243$10.2M0.93%
45ABBOTT LABS COMABLZF95,892$10.0M0.91%
46LOWES COS INC COM54866110740,700$9.0M0.82%
47INGERSOLL RAND INC COMIR91,803$8.3M0.76%
48VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409106,652$8.2M0.75%
49D R HORTON INC COM23331A10958,445$8.2M0.75%
50HERSHEY CO COMHSY42,945$7.9M0.72%
51AON PLC SHS CL AAON24,767$7.3M0.66%
52EOG RES INC COMEOG52,733$6.6M0.60%
53BECTON DICKINSON & CO COMBDX27,311$6.4M0.58%
54ROPER TECHNOLOGIES INC COMROP11,249$6.3M0.58%
55ABBVIE INC COMABBV35,626$6.1M0.56%
56CATERPILLAR INC COMCAT16,484$5.5M0.50%
57BERKSHIRE HATHAWAY INC DEL CL ABRK-A8$4.9M0.45%
58NORTHROP GRUMMAN CORP COMNOC10,714$4.7M0.43%
59FARMERS NATIONAL BANC CORP COMFMNB356,111$4.4M0.40%
60NVIDIA CORPORATION COMNVDA33,500$4.1M0.38%
61CURTISS WRIGHT CORP COMCW14,952$4.1M0.37%
62SHERWIN WILLIAMS CO COMSHW13,559$4.0M0.37%
63ROCKWELL AUTOMATION INC COMROK13,119$3.6M0.33%
64AMERICAN EXPRESS CO COMAXP15,373$3.6M0.32%
65DEERE & CO COMDE9,354$3.5M0.32%
66AUTOMATIC DATA PROCESSING INC COMADP14,611$3.5M0.32%
67MCKESSON CORP COMMCK5,840$3.4M0.31%
68QUALCOMM INC COMQCOM16,004$3.2M0.29%
69TRANE TECHNOLOGIES PLC SHSTT9,634$3.2M0.29%
70HUNTINGTON BANCSHARES INC COMHBANP227,399$3.0M0.27%
71FREEPORT-MCMORAN INC CL BFCX61,418$3.0M0.27%
72CIVISTA BANCSHARES INC COM NO PARCIVB181,581$2.8M0.26%
73EMERSON ELEC CO COMEMR24,964$2.8M0.25%
74AIR PRODS & CHEMS INC COMAIIR10,249$2.6M0.24%
75SPDR S&P 500 ETF TRUSTSPY4,746$2.6M0.24%
76SCHLUMBERGER LTD COM STKSLB53,929$2.5M0.23%
77GE AEROSPACE COM NEW36960430115,627$2.5M0.23%
78TRANSDIGM GROUP INC COMTDG1,937$2.5M0.23%
79LAMAR ADVERTISING CO NEW CL ALAMR20,673$2.5M0.22%
80TELEDYNE TECHNOLOGIES INC COMTDY6,316$2.5M0.22%
81MARKEL GROUP INC COMMKL1,507$2.4M0.22%
82KEMPER CORP COMKMPB39,542$2.3M0.21%
83FEDEX CORP COMFDX7,697$2.3M0.21%
84VANGUARD DIVIDEND APPRECIATION ETF92190884411,780$2.2M0.20%
85CSX CORP COMCSX59,333$2.0M0.18%
86NORFOLK SOUTHN CORP COM6558441088,474$1.8M0.17%
87CROWDSTRIKE HLDGS INC CL ACRWD4,730$1.8M0.16%
88INTERNATIONAL BUSINESS MACHS COMINTR10,398$1.8M0.16%
89DOMINION ENERGY INC COMD36,612$1.8M0.16%
90VERIZON COMMUNICATIONS INC.VZ42,860$1.8M0.16%
91TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910010,167$1.8M0.16%
92SMUCKER J M CO COM NEW83269640515,985$1.7M0.16%
93VANGUARD TOTAL STOCK MARKET ETF9229087696,331$1.7M0.15%
94BOEING CO COMBA-PA8,849$1.6M0.15%
95PFIZER INC COMPFE55,284$1.5M0.14%
96MONDELEZ INTL INC CL A60920710522,950$1.5M0.14%
97WALMART INC COMWMT21,940$1.5M0.14%
98WELLS FARGO CO NEW COM94974610124,885$1.5M0.13%
99LOEWS CORP COML19,395$1.4M0.13%
100SHELL PLC SPON ADSRYDAF19,949$1.4M0.13%
101AT&T INC COMT-PC74,923$1.4M0.13%
102AMERICAN ELEC PWR CO INC COM02553710115,895$1.4M0.13%
103GENERAL DYNAMICS CORP COMGD4,788$1.4M0.13%
104VANGUARD SMALL-CAP ETF9229087516,227$1.4M0.12%
105VANGUARD ULTRA-SHORT BOND ETF92203C30326,795$1.3M0.12%
106FIFTH THIRD BANCORP COMFITBM35,716$1.3M0.12%
107GENERAL MLS INC COM37033410419,750$1.2M0.11%
108AXON ENTERPRISE INC COMAXON4,176$1.2M0.11%
109CARRIER GLOBAL CORPORATION COMCARR19,395$1.2M0.11%
110TIMKEN CO COMTKR15,053$1.2M0.11%
111CORPAY INC COM SHSCPAY4,447$1.2M0.11%
112AMGEN INC COMAMGN3,783$1.2M0.11%
113VISA INC COM CL AV4,431$1.2M0.11%
114UNITED PARCEL SERVICE INC CL BUPS8,389$1.1M0.10%
115BRISTOL-MYERS SQUIBB CO COMCELG-RI25,915$1.1M0.10%
116AUTODESK INC COMADSK4,302$1.1M0.10%
117ORACLE CORP COMORCL-PD7,369$1.0M0.09%
118MORGAN STANLEY COM NEWMS-PQ9,708$943,5210.09%
119ALTRIA GROUP, INC.MO20,527$935,0050.09%
120EASTERN BANKSHARES INC COMEBC65,200$911,4960.08%
121REPUBLIC SVCS INC COM7607591004,689$911,2600.08%
122SPDR GOLD SHARESGLD4,236$910,7820.08%
123ISHARES MSCI EAFE ETF4642874659,839$770,7240.07%
124ZOETIS INC CL AZTS4,391$761,2240.07%
125JOHNSON CTLS INTL PLC SHSG5150210511,412$758,5560.07%
126SYNCHRONY FINANCIAL COMSYF-PB15,957$753,0110.07%
127VANGUARD VALUE ETF9229087444,647$745,4250.07%
128ISHARES CORE S&P 500 ETF4642872001,346$736,5750.07%
129KEYCORP COM49326710851,833$736,5470.07%
130INTUITIVE SURGICAL INC COM NEWISRG1,621$721,1020.07%
131ISHARES RUSSELL 1000 GROWTH ETF4642876141,956$713,1250.06%
132SENSATA TECHNOLOGIES HLDG PLC SHSST18,879$705,8860.06%
133INTEL CORP COMINTC21,772$674,2790.06%
134GE VERNOVA INC COMGEV3,807$652,9390.06%
135BP PLC SPONSORED ADRBPPFF17,938$647,5620.06%
136ISHARES RUSSELL MIDCAP ETF4642874997,804$632,7480.06%
137VANGUARD GROWTH ETF9229087361,687$631,0490.06%
138PNC FINL SVCS GROUP INC COM6934751053,963$616,1670.06%
139MARATHON PETE CORP COMMARA3,385$587,2300.05%
140CISCO SYS INC COMCSCO12,317$585,1810.05%
141PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R8335,771$580,8510.05%
142TRUIST FINL CORP COM89832Q10914,534$564,6460.05%
143WILLIAMS COS INC COM96945710012,900$548,2500.05%
144ELI LILLY & CO COMLLY604$546,8500.05%
145LOCKHEED MARTIN CORP COMLMT1,136$530,5670.05%
146KINDER MORGAN INC DEL COMEP-PC26,693$530,3900.05%
147FS BANCORP INC COMFSBW14,390$524,5160.05%
148TRACTOR SUPPLY CO COMTSCO1,924$519,4800.05%
149EQUITY LIFESTYLE PPTYS INC COM29472R1087,933$516,6760.05%
150ISHARES RUSSELL 2000 ETF4642876552,415$489,9790.04%
151NEXTERA ENERGY INC COMNEE-PW6,657$471,3800.04%
152SOUND FINL BANCORP INC COM83607A10010,530$462,8990.04%
153JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q6548,945$453,9140.04%
154INVESCO QQQ TRUST SERIES IIVZ931$446,0510.04%
155DUKE ENERGY CORP NEW COM NEWDUKB4,398$440,8120.04%
156SERVICENOW INC COMNOW546$429,5220.04%
157STARBUCKS CORP COMSBUX5,450$424,2830.04%
158TARGET CORP COMTGT2,853$422,3580.04%
159VANGUARD FTSE EMERGING MARKETS ETF9220428589,634$421,5840.04%
160RICHMOND MUT BANCORPORATION COM76525P10035,877$421,1960.04%
161MOODYS CORP COMMCO1,000$420,9300.04%
162Ponce Financial Group Inc.PDLB45,557$416,3910.04%
163GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC5,146$400,9760.04%
164PARKER-HANNIFIN CORP COMPH791$399,8930.04%
165TESLA INC COMTSLA2,011$397,9370.04%
166JPMORGAN ULTRA-SHORT INCOME ETF46641Q8377,850$396,1900.04%
167UNILEVER PLC SPON ADR NEWUNLYF7,032$386,6900.04%
168SOUTHERN CO COMSOMN4,885$378,9290.03%
169PERMIAN BASIN RTY TR UNIT BEN INT71423610633,217$373,0150.03%
170CARDINAL HEALTH INC COMCAH3,715$365,2590.03%
171GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETFNVGLF7,179$361,5700.03%
172HONEYWELL INTERNATIONAL INC.4385161061,685$359,8150.03%
173MEDTRONIC PLC SHSMDT4,439$349,3940.03%
174WASTE MGMT INC DEL COM94106L1091,635$348,8110.03%
175FIRSTENERGY CORP COMFE9,011$344,8510.03%
1763M COMPANYMMM3,350$342,3370.03%
177VANGUARD SHORT-TERM BOND ETF9219378274,400$337,4800.03%
178CINCINNATI FINL CORP COM1720621012,809$331,7430.03%
179RPM INTL INC COM7496851032,996$322,6090.03%
180ISHARES S&P 100 ETF4642871011,210$319,8030.03%
181PAYPAL HLDGS INC COMPYPL5,509$319,6870.03%
182METALLUS INC COMMTUS15,687$317,9750.03%
183CHIPOTLE MEXICAN GRILL INC COMCMG5,050$316,3830.03%
184AFLAC INC COMAFL3,522$314,5500.03%
185KENVUE INC COMKVUE17,067$310,2780.03%
186ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,800$307,3680.03%
187WARNER BROS DISCOVERY INC COM SER AWBD40,897$304,2740.03%
188ESSA BANCORP INC COM29667D10417,097$300,7360.03%
189FOX CORP CL A COMFOX8,529$293,1420.03%
190MILLICOM INTL CELLULAR S A COM STKL6388F11011,885$291,7770.03%
191CVS HEALTH CORP COMCVS4,826$285,0240.03%
192MERCADOLIBRE INC COMMELI172$282,6650.03%
193BANK AMERICA CORP COM0605051047,001$278,4300.03%
194FLEXSHARES QUALITY DIVIDEND INDEX FUNDFLEX4,090$272,0260.02%
195BERKSHIRE HILLS BANCORP INC COMBBT11,696$266,6690.02%
196CAPITAL ONE FINL CORP COM14040H1051,925$266,5160.02%
197ISHARES CORE DIVIDEND GROWTH ETF46434V6214,593$264,6030.02%
198THERMO FISHER SCIENTIFIC INC COMTMO465$257,1450.02%
199LIBERTY GLOBAL LTD COM CL CLBTYK14,386$256,7900.02%
200CME GROUP INC COMCME1,290$253,6140.02%
201SUNCOR ENERGY INC NEW COMSU6,250$238,1250.02%
202DAVITA INC COMDVA1,675$232,1050.02%
203PHILLIPS 66 COMPSX1,638$231,2360.02%
204SPDR S&P DIVIDEND ETF78464A7631,795$228,2880.02%
205COLGATE PALMOLIVE CO COMCL2,339$226,9770.02%
206ENTERPRISE BANCORP INC MASS COM2936681098,850$220,1880.02%
207AMERICAN WTR WKS CO INC NEW COM0304201031,694$218,7970.02%
208CITIZENS CMNTY BANCORP INC MD COMCIA18,778$217,2610.02%
209PALO ALTO NETWORKS INC COMPANW639$216,6270.02%
210INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,760$214,4910.02%
211NOVARTIS AG SPONSORED ADRNVSEF1,960$208,6620.02%
212WEC ENERGY GROUP INC COMWEC2,628$206,1930.02%
213ISHARES MSCI USA MIN VOL FACTOR ETF46429B6972,442$205,0300.02%
214HOMETRUST BANCSHARES INC COMHTB6,800$204,2040.02%
215VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208054,165$202,1690.02%
216AMERICAN AIRLINES GROUP INC 6.5 07/01/2025AAL175,000$180,9260.02%
217BROOKLINE BANCORP INC DEL COM11373M10721,332$178,1220.02%
218HARBORONE BANCORP INC NEW COM NEW41165Y10014,557$162,0190.01%
219BANC OF CALIFORNIA INC COMBANC-PF10,220$130,6120.01%
220BOGOTA FINL CORP COM09723510516,550$111,3820.01%
221MANHATTAN BRDG CAP INC COM56280310684,759$84,7590.01%
222WESTERN NEW ENG BANCORP INC COM95889210111,933$82,0990.01%
223AMERISERV FINL INC COM03074A10211,000$24,8600.00%