BEESE FULMER INVESTMENT MANAGEMENT, INC.

Est. AUM

$1.55B

13F long equity, this entity only

Positions

431

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$81.8M	322470	5.27%	SOLE
2	MICROSOFT CORP	COM	$53.1M	143526	3.42%	SOLE
3	BROADCOM INC	COM	$52.1M	168300	3.35%	SOLE
4	ALPHABET INC	CAP STK CL A	$43.8M	152207	2.82%	SOLE
5	AMAZON COM INC	COM	$39.4M	189164	2.54%	SOLE
6	ALPHABET INC	CAP STK CL C	$35.1M	122251	2.26%	SOLE
7	EXXON MOBIL CORP	COM	$34.6M	203988	2.23%	SOLE
8	RTX CORPORATION	COM	$34.0M	176077	2.19%	SOLE
9	JOHNSON & JOHNSON	COM	$33.2M	135684	2.13%	SOLE
10	MASTERCARD INCORPORATED	CL A	$33.2M	66354	2.13%	SOLE
11	COSTCO WHOLESALE CORPORATION	COM	$31.3M	31391	2.01%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$29.0M	60497	1.87%	SOLE
13	DELL TECHNOLOGIES INC	CL C	$28.9M	176189	1.86%	SOLE
14	TJX COS INC NEW	COM	$28.7M	179562	1.85%	SOLE
15	JPMORGAN CHASE & CO	COM	$27.8M	94406	1.79%	SOLE
16	OREILLY AUTOMOTIVE INC	COM	$27.1M	293474	1.74%	SOLE
17	KLA CORP	COM NEW	$25.6M	17370	1.65%	SOLE
18	CUMMINS INC	COM	$23.6M	43913	1.52%	SOLE
19	GOLDMAN SACHS GROUP INC	COM	$21.9M	25862	1.41%	SOLE
20	NVIDIA CORPORATION	COM	$21.9M	125358	1.41%	SOLE
21	META PLATFORMS INC	CL A	$21.2M	37125	1.37%	SOLE
22	NETFLIX INC.	COM	$20.5M	213433	1.32%	SOLE
23	CHEVRON CORPORATION	COM	$20.3M	98282	1.31%	SOLE
24	CHUBB LTD SWITZ	COM	$20.0M	61068	1.28%	SOLE
25	PHILIP MORRIS INTL INC	COM	$19.7M	118104	1.27%	SOLE
26	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$19.3M	243719	1.24%	SOLE
27	MICRON TECHNOLOGY INC	COM	$18.7M	55452	1.21%	SOLE
28	ARISTA NETWORKS INC	COM SHS	$18.6M	151650	1.20%	SOLE
29	EATON CORP PLC	SHS	$18.5M	51862	1.19%	SOLE
30	PROCTER & GAMBLE CO	COM	$17.9M	123666	1.15%	SOLE
31	MCDONALDS CORP	COM	$17.6M	56550	1.13%	SOLE
32	INTERCONTINENTAL EXCHANGE IN	COM	$16.2M	103277	1.05%	SOLE
33	LINDE PLC	SHS	$15.7M	31662	1.01%	SOLE
34	STRYKER CORPORATION	COM	$15.4M	46937	0.99%	SOLE
35	ISHARES TR	S&P 500 VAL ETF	$14.3M	67702	0.92%	SOLE
36	INTERNATIONAL BUSINESS MACHS	COM	$14.1M	58114	0.91%	SOLE
37	BOSTON SCIENTIFIC CORP	COM	$13.8M	219741	0.89%	SOLE
38	ISHARES TR	S&P 500 GRWT ETF	$13.5M	119028	0.87%	SOLE
39	COCA COLA CO	COM	$13.1M	171373	0.84%	SOLE
40	EDWARDS LIFESCIENCES CORP	COM	$12.9M	160839	0.83%	SOLE
41	DISNEY WALT CO	COM	$12.8M	133053	0.83%	SOLE
42	UNION PAC CORP	COM	$11.7M	48401	0.76%	SOLE
43	CATERPILLAR INC	COM	$11.5M	16237	0.74%	SOLE
44	ABBOTT LABORATORIES	COM	$11.3M	109698	0.72%	SOLE
45	ISHARES TR	IBONDS 27 ETF	$10.9M	451426	0.70%	SOLE
46	HOME DEPOT INC	COM	$10.8M	32842	0.70%	SOLE
47	TRANSDIGM GROUP INC	COM	$10.6M	9162	0.68%	SOLE
48	AON PLC	SHS CL A	$10.1M	31236	0.65%	SOLE
49	PEPSICO INC	COM	$9.8M	63414	0.63%	SOLE
50	D R HORTON INC	COM	$9.4M	68227	0.60%	SOLE

1–50 of 431

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.