BEESE FULMER INVESTMENT MANAGEMENT, INC.

CIK

911274

Location

CANTON, OH

Portfolio Value

Mid $1,386,175,457

Diversification

Diversified

Filing Date

Global Rank

#1,471 / 8,622 ▼ 67 · as of Mar 2026

Top Industry

Semiconductors 7.3%

3Y Alpha vs SPY

-3.8%

Period ended 4 months ago

Filed Apr 16, 2026 · 4mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+58.9%

SPY

+67.9%

Annualised alpha

-2.2%

Max drawdown

−15.9%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

373 tracked 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%

−3.0 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%	$188,442,767	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	ExxonMobil Holdings 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 tracked positions · $1,386,175,457 total · filing declares 435 positions · $1,560,397,848 · 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	ExxonMobil Holdings 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%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.