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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 2025 · Filed April 8, 2025 · Accession 0000911274-25-000005

Total Value
$1.16B
Positions
252
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (252)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL310,364$68.9M5.93%
2MICROSOFT CORP COMMSFT134,422$50.5M4.34%
3MASTERCARD INCORPORATED CL AMA67,511$37.0M3.19%
4AMAZON COM INC COMAMZN177,855$33.8M2.91%
5BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A57,579$30.7M2.64%
6BROADCOM INC COMAVGO173,520$29.1M2.50%
7COSTCO WHOLESALE CORPORATION22160K10530,364$28.7M2.47%
8OREILLY AUTOMOTIVE INC COM67103H10720,036$28.7M2.47%
9EXXON MOBIL CORP COMXOM195,731$23.3M2.00%
10ALPHABET INC CAP STK CL AGOOG150,083$23.2M2.00%
11RTX CORPORATION COMRTX174,800$23.2M1.99%
12JPMORGAN CHASE & CO. COMVYLD91,404$22.4M1.93%
13JOHNSON & JOHNSONJNJ128,693$21.3M1.84%
14TJX COS INC NEW COM872540109170,078$20.7M1.78%
15PROCTER & GAMBLE COMPANY742718109120,884$20.6M1.77%
16ALPHABET INC CAP STK CL CGOOG130,641$20.4M1.76%
17META PLATFORMS INC CL AMETA35,029$20.2M1.74%
18NETFLIX INC COMNFLX20,149$18.8M1.62%
19PHILIP MORRIS INTL INC COM718172109112,239$17.8M1.53%
20CHUBB LIMITED COMCB58,119$17.6M1.51%
21SALESFORCE INC COMCRM64,126$17.2M1.48%
22INTERCONTINENTAL EXCHANGE INC COM45866F10496,431$16.6M1.43%
23CHEVRON CORP NEW COMCVX98,735$16.5M1.42%
24MCDONALDS CORP COMMCD52,346$16.4M1.41%
25DELL TECHNOLOGIES INC CL CDELL177,256$16.2M1.39%
26STRYKER CORPORATION COMSYK42,663$15.9M1.37%
27MERCK & CO INC COMMRK162,763$14.6M1.26%
28LINDE PLC SHSLIN30,353$14.1M1.22%
29GOLDMAN SACHS GROUP INC COMGSCE25,077$13.7M1.18%
30ABBOTT LABS COMABLZF101,422$13.5M1.16%
31CUMMINS INC COMCMI42,667$13.4M1.15%
32COCA COLA CO COMKO179,703$12.9M1.11%
33DISNEY WALT CO COM254687106129,242$12.8M1.10%
34UNITEDHEALTH GROUP INC COMUNH23,190$12.1M1.05%
35EATON CORP PLC SHSETN43,902$11.9M1.03%
36KLA CORP COM NEWKLAC17,113$11.6M1.00%
37VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409147,306$11.6M1.00%
38NOVO-NORDISK A S ADRNONOF165,538$11.5M0.99%
39HOME DEPOT INC COMHD30,609$11.2M0.97%
40UNION PAC CORP COMUNP45,841$10.8M0.93%
41CONOCOPHILLIPS COMCOP102,817$10.8M0.93%
42ARISTA NETWORKS INC COM SHSANET139,217$10.8M0.93%
43AON PLC SHS CL AAON26,259$10.5M0.90%
44PEPSICO, INC.PEP66,411$10.0M0.86%
45EDWARDS LIFESCIENCES CORP COMEW137,018$9.9M0.85%
46LOWES COS INC COM54866110739,893$9.3M0.80%
47ADOBE INC COMADBE21,767$8.3M0.72%
48INGERSOLL RAND INC COMIR101,055$8.1M0.70%
49D R HORTON INC COM23331A10962,511$7.9M0.68%
50ABBVIE INC COMABBV35,117$7.4M0.63%
51EOG RES INC COMEOG53,910$6.9M0.60%
52HERSHEY CO COMHSY40,088$6.9M0.59%
53BERKSHIRE HATHAWAY INC DEL CL ABRK-A8$6.4M0.55%
54T-MOBILE US INC COMTMUSZ23,676$6.3M0.54%
55NORTHROP GRUMMAN CORP COMNOC10,597$5.4M0.47%
56CATERPILLAR INC COMCAT16,204$5.3M0.46%
57COMCAST CORP NEW CL ACCZ123,924$4.6M0.39%
58CURTISS WRIGHT CORP COMCW14,335$4.5M0.39%
59SHERWIN WILLIAMS CO COMSHW12,959$4.5M0.39%
60FARMERS NATIONAL BANC CORP COMFMNB341,891$4.5M0.38%
61AUTOMATIC DATA PROCESSING INC COMADP14,556$4.4M0.38%
62SPDR S&P 500 ETF TRUSTSPY7,646$4.3M0.37%
63DEERE & CO COMDE8,429$4.0M0.34%
64AMERICAN EXPRESS CO COMAXP14,605$3.9M0.34%
65MCKESSON CORP COMMCK5,390$3.6M0.31%
66ROCKWELL AUTOMATION INC COMROK13,009$3.4M0.29%
67NVIDIA CORPORATION COMNVDA30,941$3.4M0.29%
68HUNTINGTON BANCSHARES INC COMHBANP220,114$3.3M0.28%
69CIVISTA BANCSHARES INC COM NO PARCIVB167,384$3.3M0.28%
70TRANE TECHNOLOGIES PLC SHSTT9,442$3.2M0.27%
71TELEDYNE TECHNOLOGIES INC COMTDY6,204$3.1M0.27%
72GE AEROSPACE COM NEW36960430115,339$3.1M0.26%
73AIR PRODS & CHEMS INC COMAIIR10,022$3.0M0.25%
74TRANSDIGM GROUP INC COMTDG2,066$2.9M0.25%
75MARKEL GROUP INC COMMKL1,507$2.8M0.24%
76EMERSON ELEC CO COMEMR24,022$2.6M0.23%
77FREEPORT-MCMORAN INC CL BFCX67,866$2.6M0.22%
78INTERNATIONAL BUSINESS MACHS COMINTR10,265$2.6M0.22%
79NORFOLK SOUTHN CORP COM65584410810,539$2.5M0.21%
80KEMPER CORP COMKMPB37,152$2.5M0.21%
81VANGUARD DIVIDEND APPRECIATION ETF92190884412,614$2.4M0.21%
82QUALCOMM INC COMQCOM15,893$2.4M0.21%
83LAMAR ADVERTISING CO NEW CL ALAMR20,042$2.3M0.20%
84AXON ENTERPRISE INC COMAXON4,164$2.2M0.19%
85AT&T INC COMT-PC76,610$2.2M0.19%
86WALMART INC COMWMT23,101$2.0M0.17%
87SCHLUMBERGER LTD COM STKSLB48,307$2.0M0.17%
88DOMINION ENERGY INC COMD33,861$1.9M0.16%
89FEDEX CORP COMFDX7,763$1.9M0.16%
90VERIZON COMMUNICATIONS INC.VZ39,462$1.8M0.15%
91LOEWS CORP COML19,395$1.8M0.15%
92ELI LILLY & CO COMLLY2,149$1.8M0.15%
93SPDR GOLD SHARESGLD6,063$1.7M0.15%
94BECTON DICKINSON & CO COMBDX7,620$1.7M0.15%
95CSX CORP COMCSX58,850$1.7M0.15%
96VANGUARD TOTAL STOCK MARKET ETF9229087696,295$1.7M0.15%
97AMERICAN ELEC PWR CO INC COM02553710115,784$1.7M0.15%
98CROWDSTRIKE HLDGS INC CL ACRWD4,844$1.7M0.15%
99WELLS FARGO CO NEW COM94974610122,931$1.6M0.14%
100VISA INC COM CL AV4,586$1.6M0.14%
101SMUCKER J M CO COM NEW83269640513,368$1.6M0.14%
102CORPAY INC COM SHSCPAY4,400$1.5M0.13%
103BRISTOL-MYERS SQUIBB CO COMCELG-RI25,016$1.5M0.13%
104PFIZER INC COMPFE59,050$1.5M0.13%
105BOEING CO COMBA-PA8,600$1.5M0.13%
106SHELL PLC SPON ADSRYDAF19,789$1.5M0.12%
107TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391008,679$1.4M0.12%
108MONDELEZ INTL INC CL A60920710521,125$1.4M0.12%
109FIFTH THIRD BANCORP COMFITBM35,906$1.4M0.12%
110GENERAL DYNAMICS CORP COMGD4,837$1.3M0.11%
111VANGUARD ULTRA-SHORT BOND ETF92203C30325,570$1.3M0.11%
112ISHARES CORE S&P 500 ETF4642872002,189$1.2M0.11%
113ALTRIA GROUP, INC.MO20,412$1.2M0.11%
114AMGEN INC COMAMGN3,908$1.2M0.10%
115CARRIER GLOBAL CORPORATION COMCARR18,549$1.2M0.10%
116GE VERNOVA INC COMGEV3,668$1.1M0.10%
117REPUBLIC SVCS INC COM7607591004,553$1.1M0.09%
118TIMKEN CO COMTKR15,114$1.1M0.09%
119GENERAL MLS INC COM37033410418,053$1.1M0.09%
120ORACLE CORP COMORCL-PD7,452$1.0M0.09%
121TEXAS INSTRS INC COM8825081045,729$1.0M0.09%
122MORGAN STANLEY COM NEWMS-PQ8,743$1.0M0.09%
123UNITED PARCEL SERVICE INC CL BUPS8,645$950,8640.08%
124EASTERN BANKSHARES INC COMEBC57,600$944,6400.08%
125VANGUARD VALUE ETF9229087445,293$914,3130.08%
126JOHNSON CTLS INTL PLC SHSG5150210511,149$893,1460.08%
127INTUITIVE SURGICAL INC COM NEWISRG1,750$866,7230.07%
128SYNCHRONY FINANCIAL COMSYF-PB15,510$821,0990.07%
129PNC FINL SVCS GROUP INC COM6934751054,648$816,9790.07%
130KINDER MORGAN INC DEL COMEP-PC28,593$815,7580.07%
131CISCO SYS INC COMCSCO13,161$812,1650.07%
132WILLIAMS COS INC COM96945710013,147$785,6650.07%
133KEYCORP COM49326710848,611$777,2900.07%
134JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q65414,945$759,9530.07%
135ISHARES RUSSELL 1000 GROWTH ETF4642876141,956$706,4670.06%
136AUTODESK INC COMADSK2,662$696,9120.06%
137TRUIST FINL CORP COM89832Q10916,587$682,5550.06%
138ENERGY SELECT SECTOR SPDR FUND81369Y5067,208$673,5880.06%
139ISHARES RUSSELL MIDCAP ETF4642874997,804$663,8860.06%
140ROPER TECHNOLOGIES INC COMROP1,113$656,2030.06%
141ZOETIS INC CL AZTS3,691$607,7230.05%
142VANGUARD SMALL-CAP ETF9229087512,686$595,6210.05%
143Ponce Financial Group Inc.PDLB45,557$577,2070.05%
144DUKE ENERGY CORP NEW COM NEWDUKB4,648$566,9170.05%
145FS BANCORP INC COMFSBW14,390$546,9640.05%
146LOCKHEED MARTIN CORP COMLMT1,202$536,8900.05%
147EQUITY LIFESTYLE PPTYS INC COM29472R1087,995$533,2670.05%
148INVESCO S&P 500 EQUAL WEIGHT ETFIVZ2,993$518,4770.04%
149FOX CORP CL A COMFOX9,029$511,0410.04%
150VANGUARD GROWTH ETF9229087361,368$507,4220.04%
151BP PLC SPONSORED ADRBPPFF15,003$506,9510.04%
152STARBUCKS CORP COMSBUX5,164$506,5370.04%
153NEXTERA ENERGY INC COMNEE-PW7,052$499,9140.04%
154ISHARES RUSSELL 2000 ETF4642876552,488$496,3310.04%
1553M COMPANYMMM3,350$491,9810.04%
156TESLA INC COMTSLA1,894$490,8490.04%
157MARATHON PETE CORP COMMARA3,318$483,3990.04%
158PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R8334,800$482,9760.04%
159GERMAN AMERN BANCORP INC COM37386510412,850$481,8750.04%
160MOODYS CORP COMMCO1,030$479,6610.04%
161PARKER-HANNIFIN CORP COMPH789$479,3500.04%
162INTEL CORP COMINTC20,260$460,1050.04%
163RICHMOND MUT BANCORPORATION COM76525P10035,877$459,2260.04%
164ISHARES MSCI EAFE ETF4642874655,510$450,3240.04%
165SOUTHERN CO COMSOMN4,885$449,1760.04%
166INVESCO WATER RESOURCES ETFIVZ6,933$447,3170.04%
167CARDINAL HEALTH INC COMCAH3,215$442,9310.04%
168CINCINNATI FINL CORP COM1720621012,989$441,5350.04%
169VANGUARD FTSE EMERGING MARKETS ETF9220428589,698$438,9310.04%
170INVESCO QQQ TRUST SERIES IIVZ931$436,5650.04%
171WARNER BROS DISCOVERY INC COM SER AWBD39,828$427,3540.04%
172KENVUE INC COMKVUE17,156$411,4010.04%
173TRACTOR SUPPLY CO COMTSCO7,440$409,9440.04%
174AFLAC INC COMAFL3,669$407,9560.04%
175UNILEVER PLC SPON ADR NEWUNLYF6,739$401,3070.03%
176FIRSTENERGY CORP COMFE9,654$390,2150.03%
177MERCADOLIBRE INC COMMELI199$388,2230.03%
178WASTE MGMT INC DEL COM94106L1091,635$378,5190.03%
179GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC4,651$375,3820.03%
180INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7042,854$374,0740.03%
181HONEYWELL INTERNATIONAL INC.4385161061,724$365,0570.03%
182SERVICENOW INC COMNOW455$362,2440.03%
183ISHARES MSCI USA QUALITY FACTOR ETF46432F3392,117$361,7740.03%
184BANK AMERICA CORP COM0605051048,633$360,2550.03%
185SPROTT PHYSICAL GOLD & SILVER TR UNITSII12,680$360,2390.03%
186MILLICOM INTL CELLULAR S A COM STKL6388F11011,885$359,7590.03%
187MICROSTRATEGY INC CL A NEWSTRK1,212$349,3830.03%
188CAPITAL ONE FINL CORP COM14040H1051,925$345,1530.03%
189ENTERPRISE BANCORP INC MASS COM2936681098,850$344,5310.03%
190ISHARES S&P 100 ETF4642871011,269$343,6830.03%
191SENSATA TECHNOLOGIES HLDG PLC SHSST13,617$330,4850.03%
192CME GROUP INC COMCME1,240$328,9600.03%
193PERMIAN BASIN RTY TR UNIT BEN INT71423610633,217$328,1720.03%
194PAYPAL HLDGS INC COMPYPL5,006$326,6420.03%
195WEC ENERGY GROUP INC COMWEC2,994$326,2860.03%
196M & T BK CORP COM55261F1041,738$310,6680.03%
197MEDTRONIC PLC SHSMDT3,411$306,5120.03%
198BERKSHIRE HILLS BANCORP INC COMBBT11,696$305,1490.03%
199RPM INTL INC COM7496851032,586$299,1480.03%
200GOLDMAN SACHS ULTRA SHORT BOND ETFNVGLF5,865$296,4170.03%
201TARGET CORP COMTGT2,794$291,5820.03%
202ESSA BANCORP INC COM29667D10415,397$290,2330.02%
203KKR & CO INC COMKKRT2,467$285,2100.02%
204ISHARES CORE DIVIDEND GROWTH ETF46434V6214,593$283,7560.02%
205FLEXSHARES QUALITY DIVIDEND INDEX FUNDFLEX4,090$279,5920.02%
206SOUND FINL BANCORP INC COM83607A1005,530$277,3300.02%
207CVS HEALTH CORP COMCVS4,073$275,9460.02%
208CITIZENS CMNTY BANCORP INC MD COMCIA18,778$270,0280.02%
209VANECK GOLD MINERS ETF92189F1065,670$260,6500.02%
210GILEAD SCIENCES INC COMGILD2,311$258,9480.02%
211CHIPOTLE MEXICAN GRILL INC COMCMG5,060$254,0630.02%
212DARDEN RESTAURANTS INC COMDRI1,214$252,2210.02%
213ISHARES S&P 500 GROWTH ETF4642873092,705$251,1060.02%
214AMERICAN WTR WKS CO INC NEW COM0304201031,694$249,8990.02%
215SPDR S&P DIVIDEND ETF78464A7631,795$243,5460.02%
216KELLANOVA COMBEKE2,950$243,3460.02%
217UTILITIES SELECT SECTOR SPDR FUND81369Y8863,077$242,6210.02%
218AUTOZONE INC COMAZO62$236,3920.02%
219THERMO FISHER SCIENTIFIC INC COMTMO472$234,8670.02%
220DAVITA INC COMDVA1,530$234,0440.02%
221HOMETRUST BANCSHARES INC COMHTB6,800$233,1040.02%
222EQT CORP COMEQT4,294$229,4280.02%
223ISHARES MSCI USA MIN VOL FACTOR ETF46429B6972,442$228,7180.02%
224SUNCOR ENERGY INC NEW COMSU5,870$227,2860.02%
225PALO ALTO NETWORKS INC COMPANW1,326$226,2690.02%
226FIRST BUSINESS FINL SVCS INC W COM3193901004,750$223,9630.02%
227S&P GLOBAL INC COMSPGI439$223,0560.02%
228SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109530$222,5360.02%
229PHILLIPS 66 COMPSX1,783$220,1650.02%
230ACCENTURE PLC IRELAND SHS CLASS AACN703$219,3640.02%
231NOVARTIS AG SPONSORED ADRNVSEF1,960$218,5010.02%
232CHARTER COMMUNICATIONS INC NEW CL A16119P108592$218,1700.02%
233VANGUARD MID-CAP GROWTH ETF922908538887$216,9960.02%
234INVESCO BIOTECHNOLOGY & GENOME ETFIVZ3,400$215,6960.02%
235PERMIAN RESOURCES CORP CLASS A COMPR15,302$211,9330.02%
236BROOKLINE BANCORP INC DEL COM11373M10719,368$211,1110.02%
237METALLUS INC COMMTUS15,706$209,8320.02%
238CNB FINL CORP PA COM1261281079,400$209,1500.02%
239COLGATE PALMOLIVE CO COMCL2,223$208,2950.02%
240VANGUARD FTSE DEVELOPED MARKETS ETF9219438584,039$205,3020.02%
241HOWMET AEROSPACE INC COMHWM1,567$203,2250.02%
242UBER TECHNOLOGIES INC COMUBER2,785$202,9150.02%
243ORRSTOWN FINL SVCS INC COM6873801056,737$202,1770.02%
244ISHARES GLOBAL 100 ETF4642875722,082$200,4760.02%
245AMERICAN AIRLINES GROUP INC 6.5 07/01/2025AAL175,000$174,0780.01%
246HARBORONE BANCORP INC NEW COM NEW41165Y10014,557$150,9560.01%
247BANC OF CALIFORNIA INC COMBANC-PF10,220$145,0220.01%
248LIBERTY GLOBAL LTD COM CL CLBTYK11,863$142,0000.01%
249MANHATTAN BRDG CAP INC COM562803106120,796$120,7960.01%
250BOGOTA FINL CORP COM09723510515,350$117,5810.01%
251WESTERN NEW ENG BANCORP INC COM95889210111,933$110,9770.01%
252AMERISERV FINL INC COM03074A10211,000$26,7300.00%