BEESE FULMER INVESTMENT MANAGEMENT, INC.

CIK

911274

Location

CANTON, OH

Portfolio Value

Mid $1,386,175,456

Diversification

Diversified

Filing Date

Global Rank

#1,230 / 8,232 ▲ 11

Top Industry

Semiconductors 7.3%

3Y Alpha vs SPY

-4.5%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+57.3%

SPY

+76.3%

Annualised alpha

-4.5%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

373 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.9%

+0.2 pts

Top 5

19.5%

−1.1 pts

Top 10

31.5%

−3.1 pts

HHI

181

Diversified−17

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.3%	$350,197,982	58
Financial Services	14.8%	$205,696,763	68
Industrials	13.6%	$188,442,766	60
Consumer Cyclical	11.1%	$153,573,469	44
Healthcare	9.2%	$127,806,608	45
Communication Services	8.3%	$114,772,609	16
Consumer Defensive	8.0%	$110,325,055	19
Energy	5.9%	$81,737,823	22
Basic Materials	2.2%	$30,386,033	12
Unclassified	0.7%	$9,996,056	7
Utilities	0.6%	$7,950,200	12
Real Estate	0.4%	$5,290,092	10

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+96,070	125,358	$21,862,435
IBM	International Business Machines Corp	+47,361	58,114	$14,086,252
PCG	PG&E Corp	+18,194	57,838	$1,016,213
DKNG	DraftKings Inc.	+9,230	17,093	$369,550
NFLX	Netflix Inc	+7,552	213,433	$20,521,582
VZ	Verizon Communications Inc	+6,040	35,439	$1,779,037
BMY	Bristol Myers Squibb Co	+5,075	40,897	$2,480,403
WSBC	Wesbanco Inc	+4,607	11,064	$381,597
WMT	Walmart Inc.	+4,514	39,749	$4,940,005
MU	Micron Technology Inc	+4,247	55,452	$18,733,903
CLVT	Clarivate PLC	+3,856	17,078	$43,207
NWL	Newell Brands Inc.	+3,789	24,065	$82,542
CNC	Centene Corp	+3,488	19,270	$630,899
USB	US Bancorp De	+3,462	10,881	$565,920
SMCI	Super Micro Computer, Inc.	+3,433	11,882	$270,553
AMZN	Amazon Com Inc	+3,320	189,164	$39,397,186
FE	Firstenergy Corp	+3,298	9,226	$467,389
TJX	Tjx Companies Inc /De/	+3,282	179,562	$28,676,051
SEE	SEALED AIR CORP/DE	+3,051	8,823	$371,007
KMI	Kinder Morgan, Inc.	+3,023	36,903	$1,237,357
EIX	Edison International	+2,871	11,662	$853,425
SF	Stifel Financial Corp	+2,680	4,896	$361,912
FCX	Freeport-Mcmoran Inc	+2,601	82,765	$4,864,926
BIIB	Biogen Inc.	+2,531	4,803	$880,533
FTNT	Fortinet, Inc.	+2,520	5,454	$445,700
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
HBAN	Huntington Bancshares Inc /Md/	−284,336	273,681	$4,283,107
LOAN	Manhattan Bridge Capital, Inc	−220,916	122,460	$544,947
XOM	Exxon Mobil Corp	−210,918	203,988	$34,608,604
DIS	Walt Disney Co	−137,226	133,053	$12,823,648
PM	Philip Morris International Inc.	−117,249	118,104	$19,527,315
T	At&T Inc.	−93,425	59,792	$1,733,370
COP	Conocophillips	−72,060	31,760	$4,192,320
CRM	Salesforce, Inc.	−61,058	4,931	$920,469
CB	Chubb Ltd	−59,992	61,068	$19,903,893
MCD	Mcdonalds Corp	−56,881	56,550	$17,575,174
WBD	Warner Bros. Discovery, Inc.	−38,997	25,015	$686,911
HSY	Hershey Co	−37,017	36,911	$7,673,427
META	Meta Platforms, Inc.	−35,140	37,125	$21,240,326
COST	Costco Wholesale Corp /New	−31,315	31,391	$31,278,934
MDLZ	Mondelez International, Inc.	−25,553	17,321	$998,382
SHEL	Shell plc	−24,337	17,753	$1,651,029
D	Dominion Energy, Inc	−21,380	25,078	$1,550,321
PR	Permian Resources Corp	−18,903	21,759	$463,901
SHW	Sherwin Williams Co	−12,275	11,781	$3,776,399
BA	Boeing Co	−9,096	9,155	$1,822,119
TXN	Texas Instruments Inc	−7,170	4,515	$876,542
KEY	Keycorp /New/	−6,867	62,486	$1,252,844
EXC	Exelon Corp	−4,685	4,382	$214,805
FITB	Fifth Third Bancorp	−4,666	27,058	$1,257,114
EMR	Emerson Electric Co	−4,238	19,580	$2,565,371
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LITE	Lumentum Holdings Inc.	4,079	$2,866,558
VRT	Vertiv Holdings Co	2,726	$683,081
SPGI	S&P Global Inc.	1,349	$573,783
TER	Teradyne, Inc	1,814	$537,778
COIN	Coinbase Global, Inc.	2,941	$513,528
PWR	Quanta Services, Inc.	836	$458,980
MRSH	Marsh & Mclennan Companies, Inc.	2,618	$454,092
DOW	Dow Inc.	10,816	$450,486
COHR	Coherent Corp.	1,875	$446,643
ALAB	Astera Labs, Inc.	3,767	$412,863
UBER	Uber Technologies, Inc	5,275	$379,430
MAR	Marriott International Inc /Md/	1,151	$376,457
FIVE	Five Below, Inc	1,645	$375,849
AA	Alcoa Corp	5,602	$371,580
COR	Cencora, Inc.	1,179	$370,371
CVNA	Carvana Co.	1,175	$369,396
TRV	Travelers Companies, Inc.	1,210	$352,932
KKR	KKR & Co. Inc.	3,802	$351,685
HLT	Hilton Worldwide Holdings Inc.	1,152	$350,300
CNQ	Canadian Natural Resources Ltd	7,110	$346,470
CME	Cme Group Inc.	1,141	$336,994
TSN	Tyson Foods, Inc.	4,847	$310,547
SNX	Td Synnex Corp	1,826	$308,064
CDNS	Cadence Design Systems Inc	1,102	$306,212
HOOD	Robinhood Markets, Inc.	4,379	$303,464
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
APP	AppLovin Corp	3,208	$2,161,614
TEAM	Atlassian Corp	4,078	$661,206
PYPL	PayPal Holdings, Inc.	8,391	$489,866
RBLX	Roblox Corp	5,939	$481,237
CNP	Centerpoint Energy Inc	12,100	$463,914
LVS	Las Vegas Sands Corp	6,474	$421,392
GILD	Gilead Sciences, Inc.	3,398	$417,070
HPQ	Hp Inc	18,348	$408,793
MDT	Medtronic plc	3,844	$369,254
ALNY	Alnylam Pharmaceuticals, Inc.	888	$353,113
HUBS	Hubspot Inc	868	$348,328
MTB	M&T Bank Corp	1,692	$340,904
BX	Blackstone Inc.	2,061	$317,682
SBUX	Starbucks Corp	3,766	$317,134
WING	Wingstop Inc.	1,309	$312,183
GEHC	GE HealthCare Technologies Inc.	3,709	$304,212
IT	Gartner Inc	1,194	$301,222
WEC	Wec Energy Group, Inc.	2,814	$296,764
NEE	Nextera Energy Inc	3,694	$296,554
CHWY	Chewy, Inc.	8,676	$286,741
IQV	Iqvia Holdings Inc.	1,252	$282,213
UAL	United Airlines Holdings, Inc.	2,510	$280,668
XYZ	Block, Inc.	4,296	$279,626
SU	Suncor Energy Inc	6,195	$274,810
CL	Colgate Palmolive Co	3,441	$271,907
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

373 positions · $1,386,175,456 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 373 positions by value · page 1 of 8

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	322,470	-1,125	$81,839,661	−7.0%	5.90%
MSFT	Microsoft Corp Technology	Added	143,526	+884	$53,129,019	−23.0%	3.83%
AVGO	Broadcom Inc. Technology	Added	168,300	+386	$52,090,533	−10.4%	3.76%
GOOGL	Alphabet Inc. Communication Services	Reduced	152,207	-1,657	$43,768,644	−9.1%	3.16%
AMZN	Amazon Com Inc Consumer Cyclical	Added	189,164	+3,320	$39,397,186	−8.2%	2.84%
XOM	Exxon Mobil Corp Energy	Reduced	203,988	-210,918	$34,608,604	−30.7%	2.50%
RTX	RTX Corp Industrials	Reduced	176,077	-1,635	$33,965,253	+4.2%	2.45%
JNJ	Johnson & Johnson Healthcare	Reduced	135,684	-3,185	$33,166,596	+15.4%	2.39%
MA	Mastercard Inc Financial Services	Reduced	66,354	-703	$33,154,439	−13.4%	2.39%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	31,391	-31,315	$31,278,934	−42.2%	2.26%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	60,497	-2,171	$28,990,162	−8.0%	2.09%
DELL	Dell Technologies Inc. Technology	Added	176,189	+315	$28,917,900	+30.6%	2.09%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	179,562	+3,282	$28,676,051	+5.9%	2.07%
JPM	Jpmorgan Chase & Co Financial Services	Added	94,406	+213	$27,770,468	−8.5%	2.00%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	293,474	-3,068	$27,090,584	+0.2%	1.95%
KLAC	Kla Corp Technology	Reduced	17,370	-464	$25,575,761	+18.0%	1.85%
CMI	Cummins Inc Industrials	Reduced	43,913	-186	$23,626,072	+5.0%	1.70%
GS	Goldman Sachs Group Inc Financial Services	Added	25,862	+371	$21,878,993	−2.4%	1.58%
NVDA	Nvidia Corp Technology	Added	125,358	+96,070	$21,862,435	+300.2%	1.58%
META	Meta Platforms, Inc. Communication Services	Reduced	37,125	-35,140	$21,240,326	−55.5%	1.53%
NFLX	Netflix Inc Communication Services	Added	213,433	+7,552	$20,521,582	+6.3%	1.48%
CVX	Chevron Corp Energy	Reduced	98,282	-1,505	$20,334,545	+33.7%	1.47%
CB	Chubb Ltd Financial Services	Reduced	61,068	-59,992	$19,903,893	−47.3%	1.44%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	118,104	-117,249	$19,527,315	−48.3%	1.41%
MU	Micron Technology Inc Technology	Added	55,452	+4,247	$18,733,903	+28.2%	1.35%
ANET	Arista Networks, Inc. Technology	Added	151,650	+1,801	$18,619,587	−5.2%	1.34%
ETN	Eaton Corp plc Industrials	Reduced	51,862	-105	$18,549,481	+12.1%	1.34%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	123,666	+1,324	$17,862,317	+1.9%	1.29%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	56,550	-56,881	$17,575,174	−49.3%	1.27%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	103,277	+2,069	$16,243,406	−0.9%	1.17%
LIN	Linde PLC Basic Materials	Added	31,662	+46	$15,696,753	+16.4%	1.13%
SYK	Stryker Corp Healthcare	Added	46,937	+1,232	$15,423,028	−4.0%	1.11%
IBM	International Business Machines Corp Technology	Added	58,114	+47,361	$14,086,252	+342.2%	1.02%
BSX	Boston Scientific Corp Healthcare	Reduced	219,741	-2,285	$13,788,747	−34.9%	0.99%
KO	Coca Cola Co Consumer Defensive	Reduced	171,373	-933	$13,032,916	+8.2%	0.94%
EW	Edwards Lifesciences Corp Healthcare	Added	160,839	+2,019	$12,879,987	−4.9%	0.93%
DIS	Walt Disney Co Communication Services	Reduced	133,053	-137,226	$12,823,648	−58.3%	0.93%
UNP	Union Pacific Corp Industrials	Added	48,401	+297	$11,743,050	+5.5%	0.85%
CAT	Caterpillar Inc Industrials	Reduced	16,237	-240	$11,503,265	+21.9%	0.83%
ABT	Abbott Laboratories Healthcare	Added	109,698	+211	$11,262,693	−17.9%	0.81%
HD	Home Depot, Inc. Consumer Cyclical	Added	32,842	+103	$10,801,405	−4.1%	0.78%
TDG	TransDigm Group INC Industrials	Added	9,162	+233	$10,618,391	−10.6%	0.77%
AON	Aon plc Financial Services	Added	31,236	+1,692	$10,082,356	−3.3%	0.73%
PEP	Pepsico Inc Consumer Defensive	Reduced	63,414	-3,510	$9,847,560	+2.5%	0.71%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	68,227	+973	$9,362,108	−3.3%	0.68%
CW	Curtiss Wright Corp Industrials	Reduced	13,394	-554	$9,122,921	+18.6%	0.66%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	37,360	-1,503	$8,827,420	−5.8%	0.64%
EOG	Eog Resources Inc Energy	Reduced	56,077	-2,095	$8,107,051	+32.7%	0.58%
HSY	Hershey Co Consumer Defensive	Reduced	36,911	-37,017	$7,673,427	−43.0%	0.55%
ABBV	AbbVie Inc. Healthcare	Reduced	35,215	-1,749	$7,658,910	−9.3%	0.55%