BEESE FULMER INVESTMENT MANAGEMENT, INC.

CIK

911274

City

CANTON

State / Country

Stock

Top Portfolio Positions

372 positions · $1,357,185,294 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	322,470	$81,839,661	6.03%
MSFT	Microsoft Corp Technology	143,526	$53,129,019	3.91%
AVGO	Broadcom Inc. Technology	168,300	$52,090,533	3.84%
GOOGL	Alphabet Inc. Communication Services	152,207	$43,768,644	3.22%
AMZN	Amazon Com Inc Consumer Cyclical	189,164	$39,397,186	2.90%
XOM	Exxon Mobil Corp Energy	203,988	$34,608,604	2.55%
RTX	RTX Corp Industrials	176,077	$33,965,253	2.50%
JNJ	Johnson & Johnson Healthcare	135,684	$33,166,596	2.44%
MA	Mastercard Inc Financial Services	66,354	$33,154,439	2.44%
COST	Costco Wholesale Corp /New Consumer Defensive	31,391	$31,278,934	2.30%

25 quarters · across all stocks

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25 of 25 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,923,861	14,677	+2.6%	Shares	Sole	2026-04-16
2025-12-31	$1,649,163	14,302	-11.3%	Shares	Sole	2026-02-05
2025-09-30	$1,813,612	16,121	-3.2%	Shares	Sole	2025-11-13
2025-06-30	$1,728,226	16,656	+5.5%	Shares	Sole	2025-08-07
2025-03-31	$1,724,717	15,784	-0.8%	Shares	Sole	2025-04-08
2024-12-31	$1,467,932	15,916	-0.1%	Shares	Sole	2025-01-28
2024-09-30	$1,634,315	15,929	+0.2%	Shares	Sole	2024-10-22
2024-06-30	$1,394,627	15,895	-69.0%	Shares	Sole	2024-07-03
2024-03-31	$4,412,108	51,244	+20.2%	Shares	Sole	2024-04-08
2023-12-31	$3,461,190	42,615	-7.7%	Shares	Sole	2024-01-09
2023-09-30	$3,473,057	46,172	+3.8%	Shares	Sole	2023-10-10
2023-06-30	$3,743,953	44,465	+9.2%	Shares	Sole	2023-07-11
2023-03-31	$3,703,383	40,701	+14.4%	Shares	Sole	2023-04-11
2022-12-31	$3,378,795	35,585	+15.6%	Shares	Sole	2023-01-17
2022-09-30	$2,662,314	30,796	+4.9%	Shares	Sole	2022-10-06
2022-06-30	$2,816,030	29,352	+1.5%	Shares	Sole	2022-07-11
2022-03-31	$2,885,947	28,926	-3.4%	Shares	Sole	2022-04-12
2021-12-31	$2,663,050	29,932	+29.6%	Shares	Sole	2022-01-10
2021-09-30	$1,875,420	23,102	+36.4%	Shares	Sole	2021-10-08
2021-06-30	$1,432,700	16,937	0.0%	Shares	Sole	2021-07-08
2021-03-31	$1,434,563	16,937	+3.9%	Shares	Sole	2021-04-23
2020-12-31	$1,356,884	16,295	-4.8%	Shares	Sole	2021-01-20
2020-09-30	$1,398,727	17,114	+1.5%	Shares	Sole	2020-10-08
2020-06-30	$1,342,252	16,854	-8.0%	Shares	Sole	2020-07-17
2020-03-31	$1,464,673	18,313	—	Shares	Sole	2020-04-09
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