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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 Q4 2024 · Filed January 28, 2025 · Accession 0000911274-25-000001

Total Value
$1.17B
Positions
228
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (228)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL308,927$77.4M6.60%
2MICROSOFT CORP COMMSFT132,356$55.8M4.76%
3BROADCOM INC COMAVGO176,637$41.0M3.49%
4AMAZON COM INC COMAMZN177,038$38.8M3.31%
5MASTERCARD INCORPORATED CL AMA67,719$35.7M3.04%
6COSTCO WHOLESALE CORPORATION22160K10530,801$28.2M2.41%
7ALPHABET INC CAP STK CL AGOOG147,449$27.9M2.38%
8BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A58,167$26.4M2.25%
9ALPHABET INC CAP STK CL CGOOG132,147$25.2M2.15%
10OREILLY AUTOMOTIVE INC COM67103H10720,404$24.2M2.06%
11JPMORGAN CHASE & CO. COMVYLD90,958$21.8M1.86%
12SALESFORCE INC COMCRM63,840$21.3M1.82%
13EXXON MOBIL CORP COMXOM191,478$20.6M1.76%
14TJX COS INC NEW COM872540109169,353$20.5M1.75%
15RTX CORPORATION COMRTX175,590$20.3M1.73%
16META PLATFORMS INC CL AMETA34,652$20.3M1.73%
17PROCTER & GAMBLE COMPANY742718109118,900$19.9M1.70%
18JOHNSON & JOHNSONJNJ125,953$18.2M1.55%
19NETFLIX INC COMNFLX20,123$17.9M1.53%
20MERCK & CO INC COMMRK161,843$16.1M1.37%
21CHUBB LIMITED COMCB57,551$15.9M1.36%
22STRYKER CORPORATION COMSYK42,417$15.3M1.30%
23ARISTA NETWORKS INC COM SHSANET136,453$15.1M1.29%
24MCDONALDS CORP COMMCD51,411$14.9M1.27%
25CUMMINS INC COMCMI42,401$14.8M1.26%
26INTERCONTINENTAL EXCHANGE INC COM45866F10496,985$14.5M1.23%
27GOLDMAN SACHS GROUP INC COMGSCE25,101$14.4M1.23%
28NOVO-NORDISK A S ADRNONOF164,868$14.2M1.21%
29DISNEY WALT CO COM254687106127,221$14.2M1.21%
30CHEVRON CORP NEW COMCVX96,619$14.0M1.19%
31PHILIP MORRIS INTL INC COM718172109112,022$13.5M1.15%
32EATON CORP PLC SHSETN40,608$13.5M1.15%
33LINDE PLC SHSLIN30,249$12.7M1.08%
34HOME DEPOT INC COMHD30,365$11.8M1.01%
35UNITEDHEALTH GROUP INC COMUNH23,271$11.8M1.00%
36COCA COLA CO COMKO182,279$11.3M0.97%
37DELL TECHNOLOGIES INC CL CDELL98,426$11.3M0.97%
38COMCAST CORP NEW CL ACCZ289,309$10.9M0.93%
39ABBOTT LABS COMABLZF94,971$10.7M0.92%
40KLA CORP COM NEWKLAC16,799$10.6M0.90%
41VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409134,463$10.5M0.89%
42TEXAS INSTRS INC COM88250810455,713$10.4M0.89%
43UNION PAC CORP COMUNP45,315$10.3M0.88%
44CONOCOPHILLIPS COMCOP103,607$10.3M0.88%
45PEPSICO, INC.PEP66,834$10.2M0.87%
46EDWARDS LIFESCIENCES CORP COMEW135,737$10.0M0.86%
47LOWES COS INC COM54866110740,246$9.9M0.85%
48AON PLC SHS CL AAON25,663$9.2M0.79%
49ADOBE INC COMADBE20,711$9.2M0.79%
50INGERSOLL RAND INC COMIR95,925$8.7M0.74%
51D R HORTON INC COM23331A10958,068$8.1M0.69%
52HERSHEY CO COMHSY40,429$6.8M0.58%
53EOG RES INC COMEOG52,815$6.5M0.55%
54ABBVIE INC COMABBV35,112$6.2M0.53%
55CATERPILLAR INC COMCAT16,209$5.9M0.50%
56BERKSHIRE HATHAWAY INC DEL CL ABRK-A8$5.4M0.46%
57CURTISS WRIGHT CORP COMCW14,758$5.2M0.45%
58NORTHROP GRUMMAN CORP COMNOC10,616$5.0M0.43%
59FARMERS NATIONAL BANC CORP COMFMNB350,091$5.0M0.42%
60SHERWIN WILLIAMS CO COMSHW13,090$4.4M0.38%
61AMERICAN EXPRESS CO COMAXP14,806$4.4M0.37%
62AUTOMATIC DATA PROCESSING INC COMADP14,559$4.3M0.36%
63NVIDIA CORPORATION COMNVDA30,772$4.1M0.35%
64DEERE & CO COMDE9,329$4.0M0.34%
65SPDR S&P 500 ETF TRUSTSPY6,520$3.8M0.33%
66ROCKWELL AUTOMATION INC COMROK13,069$3.7M0.32%
67CIVISTA BANCSHARES INC COM NO PARCIVB176,681$3.7M0.32%
68HUNTINGTON BANCSHARES INC COMHBANP221,658$3.6M0.31%
69TRANE TECHNOLOGIES PLC SHSTT9,492$3.5M0.30%
70MCKESSON CORP COMMCK5,625$3.2M0.27%
71EMERSON ELEC CO COMEMR24,665$3.1M0.26%
72TELEDYNE TECHNOLOGIES INC COMTDY6,316$2.9M0.25%
73AIR PRODS & CHEMS INC COMAIIR10,031$2.9M0.25%
74MARKEL GROUP INC COMMKL1,507$2.6M0.22%
75KEMPER CORP COMKMPB38,742$2.6M0.22%
76TRANSDIGM GROUP INC COMTDG2,022$2.6M0.22%
77GE AEROSPACE COM NEW36960430115,099$2.5M0.21%
78FREEPORT-MCMORAN INC CL BFCX65,811$2.5M0.21%
79LAMAR ADVERTISING CO NEW CL ALAMR20,574$2.5M0.21%
80QUALCOMM INC COMQCOM15,873$2.4M0.21%
81AXON ENTERPRISE INC COMAXON4,068$2.4M0.21%
82VANGUARD DIVIDEND APPRECIATION ETF92190884412,314$2.4M0.21%
83INTERNATIONAL BUSINESS MACHS COMINTR10,390$2.3M0.19%
84FEDEX CORP COMFDX7,844$2.2M0.19%
85NORFOLK SOUTHN CORP COM6558441088,139$1.9M0.16%
86WALMART INC COMWMT21,070$1.9M0.16%
87CSX CORP COMCSX58,850$1.9M0.16%
88SCHLUMBERGER LTD COM STKSLB48,759$1.9M0.16%
89VANGUARD TOTAL STOCK MARKET ETF9229087696,410$1.9M0.16%
90DOMINION ENERGY INC COMD33,612$1.8M0.15%
91TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391009,048$1.8M0.15%
92BECTON DICKINSON & CO COMBDX7,620$1.7M0.15%
93AT&T INC COMT-PC72,580$1.7M0.14%
94LOEWS CORP COML19,395$1.6M0.14%
95WELLS FARGO CO NEW COM94974610123,231$1.6M0.14%
96CROWDSTRIKE HLDGS INC CL ACRWD4,750$1.6M0.14%
97VERIZON COMMUNICATIONS INC.VZ39,132$1.6M0.13%
98BOEING CO COMBA-PA8,611$1.5M0.13%
99SMUCKER J M CO COM NEW83269640513,818$1.5M0.13%
100FIFTH THIRD BANCORP COMFITBM35,906$1.5M0.13%
101CORPAY INC COM SHSCPAY4,447$1.5M0.13%
102AMERICAN ELEC PWR CO INC COM02553710115,916$1.5M0.13%
103BRISTOL-MYERS SQUIBB CO COMCELG-RI25,209$1.4M0.12%
104VISA INC COM CL AV4,490$1.4M0.12%
105PFIZER INC COMPFE51,819$1.4M0.12%
106VANGUARD SMALL-CAP ETF9229087515,533$1.3M0.11%
107CARRIER GLOBAL CORPORATION COMCARR18,887$1.3M0.11%
108MONDELEZ INTL INC CL A60920710521,485$1.3M0.11%
109GENERAL DYNAMICS CORP COMGD4,841$1.3M0.11%
110VANGUARD ULTRA-SHORT BOND ETF92203C30325,570$1.3M0.11%
111SHELL PLC SPON ADSRYDAF19,755$1.2M0.11%
112ORACLE CORP COMORCL-PD7,369$1.2M0.10%
113MORGAN STANLEY COM NEWMS-PQ9,708$1.2M0.10%
114GENERAL MLS INC COM37033410418,873$1.2M0.10%
115GE VERNOVA INC COMGEV3,588$1.2M0.10%
116ISHARES CORE S&P 500 ETF4642872001,983$1.2M0.10%
117UNITED PARCEL SERVICE INC CL BUPS8,652$1.1M0.09%
118ALTRIA GROUP, INC.MO20,412$1.1M0.09%
119TIMKEN CO COMTKR14,846$1.1M0.09%
120SPDR GOLD SHARESGLD4,226$1.0M0.09%
121EASTERN BANKSHARES INC COMEBC59,200$1.0M0.09%
122SYNCHRONY FINANCIAL COMSYF-PB15,510$1.0M0.09%
123AMGEN INC COMAMGN3,578$932,5700.08%
124REPUBLIC SVCS INC COM7607591004,553$915,9730.08%
125JOHNSON CTLS INTL PLC SHSG5150210511,149$879,9910.08%
126PNC FINL SVCS GROUP INC COM6934751054,466$861,2680.07%
127AUTODESK INC COMADSK2,884$852,4240.07%
128INTUITIVE SURGICAL INC COM NEWISRG1,598$834,0920.07%
129VANGUARD VALUE ETF9229087444,922$833,2950.07%
130KEYCORP COM49326710848,521$831,6500.07%
131ISHARES RUSSELL 1000 GROWTH ETF4642876141,956$785,6740.07%
132KINDER MORGAN INC DEL COMEP-PC27,693$758,7880.06%
133CISCO SYS INC COMCSCO12,017$711,4060.06%
134TRUIST FINL CORP COM89832Q10916,278$706,1400.06%
135TESLA INC COMTSLA1,740$702,6820.06%
136WILLIAMS COS INC COM96945710012,900$698,1480.06%
137ISHARES RUSSELL MIDCAP ETF4642874997,804$689,8740.06%
138ZOETIS INC CL AZTS4,191$682,8400.06%
139ROPER TECHNOLOGIES INC COMROP1,143$594,1890.05%
140Ponce Financial Group Inc.PDLB45,557$592,2410.05%
141FS BANCORP INC COMFSBW14,390$590,8530.05%
142LOCKHEED MARTIN CORP COMLMT1,157$562,1720.05%
143ISHARES RUSSELL 2000 ETF4642876552,488$549,7480.05%
144PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R8335,220$523,7750.04%
145EQUITY LIFESTYLE PPTYS INC COM29472R1087,795$519,1470.04%
146RICHMOND MUT BANCORPORATION COM76525P10035,877$507,6600.04%
147PARKER-HANNIFIN CORP COMPH783$497,7560.04%
148STARBUCKS CORP COMSBUX5,439$496,3090.04%
149DUKE ENERGY CORP NEW COM NEWDUKB4,533$488,3850.04%
150INVESCO QQQ TRUST SERIES IIVZ931$475,9550.04%
151MOODYS CORP COMMCO1,000$473,3700.04%
152MARATHON PETE CORP COMMARA3,385$472,2080.04%
153BP PLC SPONSORED ADRBPPFF15,938$471,1270.04%
154ELI LILLY & CO COMLLY605$467,0600.04%
155VANGUARD GROWTH ETF9229087361,130$463,9380.04%
156SERVICENOW INC COMNOW434$460,0920.04%
157JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q6548,945$453,6010.04%
158ISHARES MSCI EAFE ETF4642874655,960$450,6280.04%
159NEXTERA ENERGY INC COMNEE-PW6,184$443,3280.04%
160FOX CORP CL A COMFOX9,029$438,6290.04%
161PAYPAL HLDGS INC COMPYPL5,109$436,0530.04%
1623M COMPANYMMM3,350$432,4520.04%
163WARNER BROS DISCOVERY INC COM SER AWBD39,441$416,8910.04%
164SENSATA TECHNOLOGIES HLDG PLC SHSST14,933$409,1640.03%
165VANGUARD FTSE EMERGING MARKETS ETF9220428589,259$407,7660.03%
166CINCINNATI FINL CORP COM1720621012,809$403,6530.03%
167SOUTHERN CO COMSOMN4,885$402,1330.03%
168TRACTOR SUPPLY CO COMTSCO7,515$398,7460.03%
169FIRSTENERGY CORP COMFE9,654$384,0360.03%
170HONEYWELL INTERNATIONAL INC.4385161061,685$380,6250.03%
171CARDINAL HEALTH INC COMCAH3,215$380,2380.03%
172GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC4,846$378,8600.03%
173UNILEVER PLC SPON ADR NEWUNLYF6,652$377,1680.03%
174INTEL CORP COMINTC18,423$369,3810.03%
175RPM INTL INC COM7496851032,996$368,6880.03%
176PERMIAN BASIN RTY TR UNIT BEN INT71423610633,217$366,5310.03%
177AFLAC INC COMAFL3,522$364,3160.03%
178GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETFNVGLF7,179$360,4580.03%
179KENVUE INC COMKVUE16,802$358,7230.03%
180MICROSTRATEGY INC CL A NEWSTRK1,212$351,0190.03%
181TARGET CORP COMTGT2,590$350,1160.03%
182ENTERPRISE BANCORP INC MASS COM2936681098,850$349,9290.03%
183ISHARES S&P 100 ETF4642871011,210$349,5090.03%
184CAPITAL ONE FINL CORP COM14040H1051,925$343,2660.03%
185BERKSHIRE HILLS BANCORP INC COMBBT11,696$332,5170.03%
186WASTE MGMT INC DEL COM94106L1091,635$329,9270.03%
187ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,800$320,5440.03%
188VANGUARD SHORT-TERM BOND ETF9219378274,093$316,2660.03%
189MERCADOLIBRE INC COMMELI184$312,8810.03%
190BANK AMERICA CORP COM0605051047,001$307,6940.03%
191CITIZENS CMNTY BANCORP INC MD COMCIA18,778$305,8940.03%
192CHIPOTLE MEXICAN GRILL INC COMCMG5,060$305,1180.03%
193ESSA BANCORP INC COM29667D10415,397$300,2420.03%
194MILLICOM INTL CELLULAR S A COM STKL6388F11011,885$297,2440.03%
195SOUND FINL BANCORP INC COM83607A1005,530$291,1550.02%
196FLEXSHARES QUALITY DIVIDEND INDEX FUNDFLEX4,090$288,5500.02%
197CME GROUP INC COMCME1,240$287,9650.02%
198ISHARES CORE DIVIDEND GROWTH ETF46434V6214,593$281,7350.02%
199MEDTRONIC PLC SHSMDT3,357$268,1570.02%
200DAVITA INC COMDVA1,665$249,0010.02%
201WEC ENERGY GROUP INC COMWEC2,628$247,1370.02%
202ORRSTOWN FINL SVCS INC COM6873801056,737$246,6420.02%
203THERMO FISHER SCIENTIFIC INC COMTMO466$242,4270.02%
204KELLANOVA COMBEKE2,950$238,8620.02%
205SPDR S&P DIVIDEND ETF78464A7631,795$237,1200.02%
206CNB FINL CORP PA COM1261281079,400$233,6840.02%
207INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,754$231,1070.02%
208HOMETRUST BANCSHARES INC COMHTB6,800$229,0240.02%
209BROOKLINE BANCORP INC DEL COM11373M10719,368$228,5420.02%
210METALLUS INC COMMTUS15,687$221,6570.02%
211FIRST BUSINESS FINL SVCS INC W COM3193901004,750$219,8780.02%
212ACCENTURE PLC IRELAND SHS CLASS AACN617$217,0540.02%
213ISHARES MSCI USA MIN VOL FACTOR ETF46429B6972,442$216,8250.02%
214ISHARES S&P 500 GROWTH ETF4642873092,132$216,4630.02%
215GILEAD SCIENCES INC COMGILD2,311$213,4670.02%
216AMERICAN WTR WKS CO INC NEW COM0304201031,694$210,8860.02%
217SUNCOR ENERGY INC NEW COMSU5,870$209,4420.02%
218S&P GLOBAL INC COMSPGI418$208,1770.02%
219INVESCO S&P 500 EQUAL WEIGHT ETFIVZ1,188$208,1730.02%
220AMERICAN AIRLINES GROUP INC 6.5 07/01/2025AAL175,000$204,9390.02%
221CHARTER COMMUNICATIONS INC NEW CL A16119P108592$202,9200.02%
222LIBERTY GLOBAL LTD COM CL CLBTYK13,209$173,5660.01%
223HARBORONE BANCORP INC NEW COM NEW41165Y10014,557$172,2090.01%
224BANC OF CALIFORNIA INC COMBANC-PF10,220$158,0010.01%
225MANHATTAN BRDG CAP INC COM562803106142,597$142,5970.01%
226BOGOTA FINL CORP COM09723510515,350$115,1250.01%
227WESTERN NEW ENG BANCORP INC COM95889210111,933$109,7840.01%
228AMERISERV FINL INC COM03074A10211,000$28,8200.00%