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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 2024 · Filed October 22, 2024 · Accession 0000911274-24-000006

Total Value
$1.16B
Positions
233
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (233)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL310,744$72.4M6.22%
2MICROSOFT CORP COMMSFT132,017$56.8M4.88%
3MASTERCARD INCORPORATED CL AMA68,543$33.8M2.91%
4AMAZON COM INC COMAMZN176,250$32.8M2.82%
5BROADCOM INC COMAVGO179,414$30.9M2.66%
6COSTCO WHOLESALE CORPORATION22160K10531,088$27.6M2.37%
7BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A57,943$26.7M2.29%
8ALPHABET INC CAP STK CL AGOOG145,796$24.2M2.08%
9OREILLY AUTOMOTIVE INC COM67103H10720,534$23.6M2.03%
10EXXON MOBIL CORP COMXOM190,557$22.3M1.92%
11ALPHABET INC CAP STK CL CGOOG132,956$22.2M1.91%
12RTX CORPORATION COMRTX174,970$21.2M1.82%
13PROCTER & GAMBLE COMPANY742718109119,206$20.6M1.77%
14JOHNSON & JOHNSONJNJ125,084$20.3M1.74%
15TJX COS INC NEW COM872540109169,430$19.9M1.71%
16META PLATFORMS INC CL AMETA34,505$19.8M1.70%
17NOVO-NORDISK A S ADRNONOF163,608$19.5M1.67%
18JPMORGAN CHASE & CO. COMVYLD92,096$19.4M1.67%
19MERCK & CO INC COMMRK160,577$18.2M1.57%
20SALESFORCE INC COMCRM64,245$17.6M1.51%
21CHUBB LIMITED COMCB57,138$16.5M1.42%
22MCDONALDS CORP COMMCD51,561$15.7M1.35%
23INTERCONTINENTAL EXCHANGE INC COM45866F10497,078$15.6M1.34%
24STRYKER CORPORATION COMSYK42,193$15.2M1.31%
25KLA CORP COM NEWKLAC19,189$14.9M1.28%
26LINDE PLC SHSLIN30,473$14.5M1.25%
27NETFLIX INC COMNFLX20,139$14.3M1.23%
28CHEVRON CORP NEW COMCVX96,809$14.3M1.22%
29CUMMINS INC COMCMI42,835$13.9M1.19%
30COCA COLA CO COMKO189,052$13.6M1.17%
31PHILIP MORRIS INTL INC COM718172109110,565$13.4M1.15%
32UNITEDHEALTH GROUP INC COMUNH22,760$13.3M1.14%
33EATON CORP PLC SHSETN39,961$13.2M1.14%
34ARISTA NETWORKS INC COMANET33,746$13.0M1.11%
35HOME DEPOT INC COMHD31,076$12.6M1.08%
36GOLDMAN SACHS GROUP INC COMGSCE25,156$12.5M1.07%
37COMCAST CORP NEW CL ACCZ297,089$12.4M1.07%
38DISNEY WALT CO COM254687106126,590$12.2M1.05%
39DELL TECHNOLOGIES INC CL CDELL97,881$11.6M1.00%
40PEPSICO, INC.PEP68,094$11.6M0.99%
41TEXAS INSTRS INC COM88250810455,293$11.4M0.98%
42UNION PAC CORP COMUNP45,463$11.2M0.96%
43LOWES COS INC COM54866110740,377$10.9M0.94%
44CONOCOPHILLIPS COMCOP103,655$10.9M0.94%
45ABBOTT LABS COMABLZF95,394$10.9M0.93%
46D R HORTON INC COM23331A10956,831$10.8M0.93%
47ADOBE INC COMADBE20,021$10.4M0.89%
48INGERSOLL RAND INC COMIR94,785$9.3M0.80%
49EDWARDS LIFESCIENCES CORP COMEW140,025$9.2M0.79%
50VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409115,787$9.2M0.79%
51AON PLC SHS CL AAON25,254$8.7M0.75%
52HERSHEY CO COMHSY41,805$8.0M0.69%
53ABBVIE INC COMABBV35,318$7.0M0.60%
54EOG RES INC COMEOG53,643$6.6M0.57%
55CATERPILLAR INC COMCAT16,156$6.3M0.54%
56NORTHROP GRUMMAN CORP COMNOC10,675$5.6M0.48%
57BERKSHIRE HATHAWAY INC DEL CL ABRK-A8$5.5M0.47%
58FARMERS NATIONAL BANC CORP COMFMNB352,251$5.3M0.46%
59SHERWIN WILLIAMS CO COMSHW13,349$5.1M0.44%
60CURTISS WRIGHT CORP COMCW14,886$4.9M0.42%
61AMERICAN EXPRESS CO COMAXP15,210$4.1M0.35%
62AUTOMATIC DATA PROCESSING INC COMADP14,571$4.0M0.35%
63DEERE & CO COMDE9,329$3.9M0.33%
64NVIDIA CORPORATION COMNVDA31,018$3.8M0.32%
65SPDR S&P 500 ETF TRUSTSPY6,532$3.7M0.32%
66TRANE TECHNOLOGIES PLC SHSTT9,494$3.7M0.32%
67ROCKWELL AUTOMATION INC COMROK13,069$3.5M0.30%
68HUNTINGTON BANCSHARES INC COMHBANP222,581$3.3M0.28%
69FREEPORT-MCMORAN INC CL BFCX65,107$3.3M0.28%
70CIVISTA BANCSHARES INC COM NO PARCIVB176,681$3.1M0.27%
71AIR PRODS & CHEMS INC COMAIIR10,130$3.0M0.26%
72GE AEROSPACE COM NEW36960430115,170$2.9M0.25%
73TRANSDIGM GROUP INC COMTDG1,985$2.8M0.24%
74MCKESSON CORP COMMCK5,636$2.8M0.24%
75TELEDYNE TECHNOLOGIES INC COMTDY6,316$2.8M0.24%
76LAMAR ADVERTISING CO NEW CL ALAMR20,332$2.7M0.23%
77EMERSON ELEC CO COMEMR24,801$2.7M0.23%
78QUALCOMM INC COMQCOM15,946$2.7M0.23%
79VANGUARD DIVIDEND APPRECIATION ETF92190884412,282$2.4M0.21%
80KEMPER CORP COMKMPB39,542$2.4M0.21%
81MARKEL GROUP INC COMMKL1,507$2.4M0.20%
82INTERNATIONAL BUSINESS MACHS COMINTR10,172$2.2M0.19%
83FEDEX CORP COMFDX7,843$2.1M0.18%
84SCHLUMBERGER LTD COM STKSLB50,148$2.1M0.18%
85NORFOLK SOUTHN CORP COM6558441088,224$2.0M0.18%
86CSX CORP COMCSX58,986$2.0M0.17%
87DOMINION ENERGY INC COMD34,031$2.0M0.17%
88BECTON DICKINSON & CO COMBDX7,795$1.9M0.16%
89VERIZON COMMUNICATIONS INC.VZ41,477$1.9M0.16%
90VANGUARD TOTAL STOCK MARKET ETF9229087696,410$1.8M0.16%
91WALMART INC COMWMT22,430$1.8M0.16%
92SMUCKER J M CO COM NEW83269640514,510$1.8M0.15%
93TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391009,752$1.7M0.15%
94MONDELEZ INTL INC CL A60920710522,849$1.7M0.14%
95AXON ENTERPRISE INC COMAXON4,141$1.7M0.14%
96AMERICAN ELEC PWR CO INC COM02553710115,929$1.6M0.14%
97AT&T INC COMT-PC72,780$1.6M0.14%
98PFIZER INC COMPFE55,066$1.6M0.14%
99CARRIER GLOBAL CORPORATION COMCARR19,244$1.5M0.13%
100FIFTH THIRD BANCORP COMFITBM35,916$1.5M0.13%
101LOEWS CORP COML19,395$1.5M0.13%
102GENERAL DYNAMICS CORP COMGD4,788$1.4M0.12%
103GENERAL MLS INC COM37033410418,923$1.4M0.12%
104CORPAY INC COM SHSCPAY4,447$1.4M0.12%
105WELLS FARGO CO NEW COM94974610123,824$1.3M0.12%
106CROWDSTRIKE HLDGS INC CL ACRWD4,730$1.3M0.11%
107SHELL PLC SPON ADSRYDAF19,949$1.3M0.11%
108BOEING CO COMBA-PA8,630$1.3M0.11%
109BRISTOL-MYERS SQUIBB CO COMCELG-RI25,191$1.3M0.11%
110TIMKEN CO COMTKR15,208$1.3M0.11%
111VANGUARD ULTRA-SHORT BOND ETF92203C30325,570$1.3M0.11%
112ORACLE CORP COMORCL-PD7,369$1.3M0.11%
113VISA INC COM CL AV4,450$1.2M0.11%
114AMGEN INC COMAMGN3,613$1.2M0.10%
115ISHARES CORE S&P 500 ETF4642872001,980$1.1M0.10%
116UNITED PARCEL SERVICE INC CL BUPS8,109$1.1M0.09%
117VANGUARD SMALL-CAP ETF9229087514,552$1.1M0.09%
118EASTERN BANKSHARES INC COMEBC65,200$1.1M0.09%
119ALTRIA GROUP, INC.MO20,412$1.0M0.09%
120SPDR GOLD SHARESGLD4,226$1.0M0.09%
121MORGAN STANLEY COM NEWMS-PQ9,708$1.0M0.09%
122REPUBLIC SVCS INC COM7607591004,689$941,7390.08%
123AUTODESK INC COMADSK3,339$919,8280.08%
124GE VERNOVA INC COMGEV3,600$917,9280.08%
125JOHNSON CTLS INTL PLC SHSG5150210511,412$885,6850.08%
126KEYCORP COM49326710851,443$861,6700.07%
127VANGUARD VALUE ETF9229087444,849$846,4900.07%
128ZOETIS INC CL AZTS4,191$818,8380.07%
129SYNCHRONY FINANCIAL COMSYF-PB15,957$795,9350.07%
130PNC FINL SVCS GROUP INC COM6934751054,285$792,0820.07%
131INTUITIVE SURGICAL INC COM NEWISRG1,532$752,6260.06%
132ISHARES RUSSELL 1000 GROWTH ETF4642876141,956$734,4050.06%
133ISHARES RUSSELL MIDCAP ETF4642874997,804$687,8450.06%
134LOCKHEED MARTIN CORP COMLMT1,136$663,9870.06%
135VANGUARD GROWTH ETF9229087361,692$649,7290.06%
136TRUIST FINL CORP COM89832Q10914,976$640,5240.06%
137FS BANCORP INC COMFSBW14,390$640,2110.05%
138CISCO SYS INC COMCSCO12,017$639,5450.05%
139ROPER TECHNOLOGIES INC COMROP1,143$636,0110.05%
140KINDER MORGAN INC DEL COMEP-PC27,693$611,7380.05%
141SENSATA TECHNOLOGIES HLDG PLC SHSST16,969$608,5080.05%
142WILLIAMS COS INC COM96945710012,900$588,8850.05%
143PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R8335,671$571,0130.05%
144SOUND FINL BANCORP INC COM83607A10010,530$563,3550.05%
145EQUITY LIFESTYLE PPTYS INC COM29472R1087,795$556,0950.05%
146MARATHON PETE CORP COMMARA3,385$551,4500.05%
147ISHARES RUSSELL 2000 ETF4642876552,490$550,0160.05%
148ELI LILLY & CO COMLLY609$539,5370.05%
149NEXTERA ENERGY INC COMNEE-PW6,304$532,8740.05%
150Ponce Financial Group Inc.PDLB45,557$532,5610.05%
151BP PLC SPONSORED ADRBPPFF16,938$531,6840.05%
152STARBUCKS CORP COMSBUX5,439$530,2480.05%
153DUKE ENERGY CORP NEW COM NEWDUKB4,398$507,0890.04%
154PARKER-HANNIFIN CORP COMPH791$499,5160.04%
155ISHARES MSCI EAFE ETF4642874655,956$498,1370.04%
156TRACTOR SUPPLY CO COMTSCO1,672$486,4350.04%
157INVESCO QQQ TRUST SERIES IIVZ993$484,6540.04%
158MOODYS CORP COMMCO1,000$474,5900.04%
159RICHMOND MUT BANCORPORATION COM76525P10035,877$462,8130.04%
160VANGUARD FTSE EMERGING MARKETS ETF9220428589,633$460,9390.04%
161GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC4,893$459,2080.04%
1623M COMPANYMMM3,350$457,9450.04%
163UNILEVER PLC SPON ADR NEWUNLYF7,032$456,7990.04%
164JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q6548,945$455,6580.04%
165INTEL CORP COMINTC18,823$441,5880.04%
166SOUTHERN CO COMSOMN4,885$440,5290.04%
167TARGET CORP COMTGT2,800$436,4080.04%
168TESLA INC COMTSLA1,667$436,1370.04%
169PAYPAL HLDGS INC COMPYPL5,189$404,8980.03%
170FIRSTENERGY CORP COMFE9,054$401,5450.03%
171PERMIAN BASIN RTY TR UNIT BEN INT71423610633,217$394,4460.03%
172AFLAC INC COMAFL3,522$393,7600.03%
173KENVUE INC COMKVUE16,802$388,6300.03%
174SERVICENOW INC COMNOW434$388,1650.03%
175CINCINNATI FINL CORP COM1720621012,809$382,3610.03%
176MERCADOLIBRE INC COMMELI181$371,4050.03%
177GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETFNVGLF7,179$363,5450.03%
178RPM INTL INC COM7496851032,996$362,5160.03%
179FOX CORP CL A COMFOX8,529$361,0330.03%
180CARDINAL HEALTH INC COMCAH3,215$355,3220.03%
181HONEYWELL INTERNATIONAL INC.4385161061,685$348,3060.03%
182WASTE MGMT INC DEL COM94106L1091,635$339,4260.03%
183ISHARES S&P 100 ETF4642871011,210$334,8800.03%
184ESSA BANCORP INC COM29667D10417,097$328,6040.03%
185WARNER BROS DISCOVERY INC COM SER AWBD39,624$326,8980.03%
186VANGUARD SHORT-TERM BOND ETF9219378274,111$323,4950.03%
187ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,800$322,7400.03%
188MILLICOM INTL CELLULAR S A COM STKL6388F11011,885$322,3210.03%
189BERKSHIRE HILLS BANCORP INC COMBBT11,696$314,9730.03%
190MEDTRONIC PLC SHSMDT3,357$302,2310.03%
191FLEXSHARES QUALITY DIVIDEND INDEX FUNDFLEX4,090$293,2940.03%
192CHIPOTLE MEXICAN GRILL INC COMCMG5,060$291,5570.03%
193THERMO FISHER SCIENTIFIC INC COMTMO466$288,2540.02%
194CAPITAL ONE FINL CORP COM14040H1051,925$288,2300.02%
195ISHARES CORE DIVIDEND GROWTH ETF46434V6214,593$287,9350.02%
196LIBERTY GLOBAL LTD COM CL CLBTYK13,209$285,4460.02%
197ENTERPRISE BANCORP INC MASS COM2936681098,850$282,8460.02%
198BANK AMERICA CORP COM0605051047,001$277,8000.02%
199DAVITA INC COMDVA1,675$274,5830.02%
200CME GROUP INC COMCME1,240$273,6060.02%
201CITIZENS CMNTY BANCORP INC MD COMCIA18,778$266,0840.02%
202SPDR S&P DIVIDEND ETF78464A7631,795$254,9620.02%
203WEC ENERGY GROUP INC COMWEC2,628$252,7610.02%
204CVS HEALTH CORP COMCVS3,946$248,1240.02%
205AMERICAN WTR WKS CO INC NEW COM0304201031,694$247,7310.02%
206COLGATE PALMOLIVE CO COMCL2,339$242,8120.02%
207ORRSTOWN FINL SVCS INC COM6873801056,737$242,2630.02%
208KELLANOVA COMBEKE2,950$238,0950.02%
209INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,754$237,5620.02%
210METALLUS INC COMMTUS15,687$232,6380.02%
211HOMETRUST BANCSHARES INC COMHTB6,800$231,7440.02%
212CNB FINL CORP PA COM1261281079,400$226,1640.02%
213NOVARTIS AG SPONSORED ADRNVSEF1,960$225,4390.02%
214ISHARES MSCI USA MIN VOL FACTOR ETF46429B6972,442$222,9790.02%
215ACCENTURE PLC IRELAND SHS CLASS AACN617$218,0970.02%
216S&P GLOBAL INC COMSPGI422$218,0140.02%
217AVIENT CORPORATION COMAVNT4,315$217,1310.02%
218SUNCOR ENERGY INC NEW COMSU5,870$216,7200.02%
219FIRST BUSINESS FINL SVCS INC W COM3193901004,750$216,5530.02%
220PHILLIPS 66 COMPSX1,638$215,3150.02%
221INVESCO WATER RESOURCES ETFIVZ3,033$213,9480.02%
222INVESCO S&P 500 EQUAL WEIGHT ETFIVZ1,188$212,8420.02%
223ISHARES S&P 500 GROWTH ETF4642873092,132$204,1400.02%
224UBER TECHNOLOGIES INC COMUBER2,715$204,0590.02%
225HILLTOP HOLDINGS INC COMHTH6,320$203,2510.02%
226BROOKLINE BANCORP INC DEL COM11373M10719,368$195,4230.02%
227HARBORONE BANCORP INC NEW COM NEW41165Y10014,557$188,9500.02%
228AMERICAN AIRLINES GROUP INC 6.5 07/01/2025AAL175,000$178,9270.02%
229BANC OF CALIFORNIA INC COMBANC-PF10,220$150,5410.01%
230MANHATTAN BRDG CAP INC COM562803106129,981$129,9810.01%
231BOGOTA FINL CORP COM09723510515,350$127,2520.01%
232WESTERN NEW ENG BANCORP INC COM95889210111,933$101,4310.01%
233AMERISERV FINL INC COM03074A10211,000$28,7100.00%