Institutional Manager · CIK 0000911274
BEESE FULMER INVESTMENT MANAGEMENT, INC.
CANTON, OH · File #028-03920
Latest AUM
$1.54B
Positions
395
Top-10 Concentration
41.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025395 pos · $1.54B
- 13F HOLDINGS REPORTQ/E Sep 2025285 pos · $1.45B
- 13F HOLDINGS REPORTQ/E Jun 2025285 pos · $1.34B
- 13F HOLDINGS REPORTQ/E Mar 2025252 pos · $1.16B
- 13F HOLDINGS REPORTQ/E Dec 2024228 pos · $1.17B
- 13F HOLDINGS REPORTQ/E Sep 2024233 pos · $1.16B
- 13F HOLDINGS REPORTQ/E Jun 2024223 pos · $1.10B
- 13F HOLDINGS REPORTQ/E Mar 2024225 pos · $1.06B
- 13F HOLDINGS REPORTQ/E Dec 2023218 pos · $887.1M
- 13F HOLDINGS REPORTQ/E Sep 2023221 pos · $924.5M
- 13F HOLDINGS REPORTQ/E Jun 2023219 pos · $876.3M
- 13F HOLDINGS REPORTQ/E Mar 2023220 pos · $830.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC COM | AAPL | 323,595 | $88.0M | 7.57% |
| 2 | MICROSOFT CORP COM | MSFT | 142,642 | $69.0M | 5.94% |
| 3 | BROADCOM INC COM | AVGO | 167,914 | $58.1M | 5.00% |
| 4 | ALPHABET INC CAP STK CL A | GOOG | 153,864 | $48.2M | 4.14% |
| 5 | AMAZON COM INC COM | AMZN | 185,844 | $42.9M | 3.69% |
| 6 | ALPHABET INC CAP STK CL C | GOOG | 127,498 | $40.0M | 3.44% |
| 7 | MASTERCARD INCORPORATED CL A | MA | 67,057 | $38.3M | 3.29% |
| 8 | RTX CORPORATION COM | RTX | 177,712 | $32.6M | 2.80% |
| 9 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 62,668 | $31.5M | 2.71% |
| 10 | JPMORGAN CHASE & CO COM | VYLD | 94,193 | $30.4M | 2.61% |
| 11 | JOHNSON & JOHNSON | JNJ | 138,869 | $28.7M | 2.47% |
| 12 | TJX COS INC NEW COM | 872540109 | 176,280 | $27.1M | 2.33% |
| 13 | OREILLY AUTOMOTIVE INC COM | 67103H107 | 296,542 | $27.0M | 2.33% |
| 14 | COSTCO WHOLESALE CORPORATION | 22160K105 | 62,706 | $27.0M | 2.33% |
| 15 | EXXON MOBIL CORP COM | XOM | 414,906 | $25.0M | 2.15% |
| 16 | META PLATFORMS INC CL A | META | 72,265 | $23.9M | 2.05% |
| 17 | CUMMINS INC COM | CMI | 44,099 | $22.5M | 1.94% |
| 18 | GOLDMAN SACHS GROUP INC COM | GSCE | 25,491 | $22.4M | 1.93% |
| 19 | DELL TECHNOLOGIES INC CL C | DELL | 175,874 | $22.1M | 1.91% |
| 20 | KLA CORP COM NEW | KLAC | 17,834 | $21.7M | 1.86% |