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Equibles

BEESE FULMER INVESTMENT MANAGEMENT, INC.

Location
CANTON, OH
Portfolio Value
Small $110,325,055
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
Jun 2023 → Mar 2026 · range 181 – 213
Diversified−17

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 25.3% $350,197,982
Financial Services 14.8% $205,696,763
Industrials 13.6% $188,442,766
Consumer Cyclical 11.1% $153,573,469
Healthcare 9.2% $127,806,608
Communication Services 8.3% $114,772,609
Consumer Defensive 8.0% $110,325,055
Energy 5.9% $81,737,823
Basic Materials 2.2% $30,386,033
Unclassified 0.7% $9,996,056
Utilities 0.6% $7,950,200
Real Estate 0.4% $5,290,092

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
NVDA +96,070 125,358 $21,862,435
IBM +47,361 58,114 $14,086,252
PCG +18,194 57,838 $1,016,213
DKNG +9,230 17,093 $369,550
NFLX +7,552 213,433 $20,521,582
VZ +6,040 35,439 $1,779,037
BMY +5,075 40,897 $2,480,403
WSBC +4,607 11,064 $381,597
WMT +4,514 39,749 $4,940,005
MU +4,247 55,452 $18,733,903
CLVT +3,856 17,078 $43,207
NWL +3,789 24,065 $82,542
CNC +3,488 19,270 $630,899
USB +3,462 10,881 $565,920
SMCI +3,433 11,882 $270,553
AMZN +3,320 189,164 $39,397,186
FE +3,298 9,226 $467,389
TJX +3,282 179,562 $28,676,051
SEE +3,051 8,823 $371,007
KMI +3,023 36,903 $1,237,357
EIX +2,871 11,662 $853,425
SF +2,680 4,896 $361,912
FCX +2,601 82,765 $4,864,926
BIIB +2,531 4,803 $880,533
FTNT +2,520 5,454 $445,700

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
HBAN −284,336 273,681 $4,283,107
LOAN −220,916 122,460 $544,947
XOM −210,918 203,988 $34,608,604
DIS −137,226 133,053 $12,823,648
PM −117,249 118,104 $19,527,315
T −93,425 59,792 $1,733,370
COP −72,060 31,760 $4,192,320
CRM −61,058 4,931 $920,469
CB −59,992 61,068 $19,903,893
MCD −56,881 56,550 $17,575,174
WBD −38,997 25,015 $686,911
HSY −37,017 36,911 $7,673,427
META −35,140 37,125 $21,240,326
COST −31,315 31,391 $31,278,934
MDLZ −25,553 17,321 $998,382
SHEL −24,337 17,753 $1,651,029
D −21,380 25,078 $1,550,321
PR −18,903 21,759 $463,901
SHW −12,275 11,781 $3,776,399
BA −9,096 9,155 $1,822,119
TXN −7,170 4,515 $876,542
KEY −6,867 62,486 $1,252,844
EXC −4,685 4,382 $214,805
FITB −4,666 27,058 $1,257,114
EMR −4,238 19,580 $2,565,371

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
LITE 4,079 $2,866,558
VRT 2,726 $683,081
SPGI 1,349 $573,783
TER 1,814 $537,778
COIN 2,941 $513,528
PWR 836 $458,980
MRSH 2,618 $454,092
DOW 10,816 $450,486
COHR 1,875 $446,643
ALAB 3,767 $412,863
UBER 5,275 $379,430
MAR 1,151 $376,457
FIVE 1,645 $375,849
AA 5,602 $371,580
COR 1,179 $370,371
CVNA 1,175 $369,396
TRV 1,210 $352,932
KKR 3,802 $351,685
HLT 1,152 $350,300
CNQ 7,110 $346,470
CME 1,141 $336,994
TSN 4,847 $310,547
SNX 1,826 $308,064
CDNS 1,102 $306,212
HOOD 4,379 $303,464

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
APP 3,208 $2,161,614
TEAM 4,078 $661,206
PYPL 8,391 $489,866
RBLX 5,939 $481,237
CNP 12,100 $463,914
LVS 6,474 $421,392
GILD 3,398 $417,070
HPQ 18,348 $408,793
MDT 3,844 $369,254
ALNY 888 $353,113
HUBS 868 $348,328
MTB 1,692 $340,904
BX 2,061 $317,682
SBUX 3,766 $317,134
WING 1,309 $312,183
GEHC 3,709 $304,212
IT 1,194 $301,222
WEC 2,814 $296,764
NEE 3,694 $296,554
CHWY 8,676 $286,741
IQV 1,252 $282,213
UAL 2,510 $280,668
XYZ 4,296 $279,626
SU 6,195 $274,810
CL 3,441 $271,907

Portfolio Positions

Export CSV View 13F filing
19 positions · $110,325,055 total · Consumer Defensive only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Ticker Company Shares Value (USD) % of Portfolio History
COST
Costco Wholesale Corp /New
Consumer Defensive 		31,391 $31,278,934 28.35%
PM
Philip Morris International Inc.
Consumer Defensive 		118,104 $19,527,315 17.70%
PG
PROCTER & GAMBLE Co
Consumer Defensive 		123,666 $17,862,317 16.19%
KO
Coca Cola Co
Consumer Defensive 		171,373 $13,032,916 11.81%
PEP
Pepsico Inc
Consumer Defensive 		63,414 $9,847,560 8.93%
HSY
Hershey Co
Consumer Defensive 		36,911 $7,673,427 6.96%
WMT
Walmart Inc.
Consumer Defensive 		39,749 $4,940,005 4.48%
SJM
J M SMUCKER Co
Consumer Defensive 		11,961 $1,153,518 1.05%
MO
Altria Group, Inc.
Consumer Defensive 		17,396 $1,147,962 1.04%
MDLZ
Mondelez International, Inc.
Consumer Defensive 		17,321 $998,382 0.90%
GIS
General Mills Inc
Consumer Defensive 		16,898 $628,943 0.57%
TGT
Target Corp
Consumer Defensive 		3,777 $457,772 0.41%
UL
Unilever PLC
Consumer Defensive 		6,889 $392,466 0.36%
DG
Dollar General Corp
Consumer Defensive 		2,811 $333,750 0.30%
TSN
Tyson Foods, Inc.
Consumer Defensive 		4,847 $310,547 0.28%
MNST
Monster Beverage Corp
Consumer Defensive 		3,374 $244,480 0.22%
KMB
Kimberly Clark Corp
Consumer Defensive 		2,306 $222,459 0.20%
KVUE
Kenvue Inc.
Consumer Defensive 		11,007 $189,760 0.17%
NWL
Newell Brands Inc.
Consumer Defensive 		24,065 $82,542 0.07%

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