BEESE FULMER INVESTMENT MANAGEMENT, INC.
Top Portfolio Positions
373 positions ·
$1,384,762,660 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
322,470 | $81,839,661 | 5.91% | |
| MSFT |
Microsoft Corp
Technology
|
143,526 | $53,129,019 | 3.84% | |
| AVGO |
Broadcom Inc.
Technology
|
168,300 | $52,090,533 | 3.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
152,207 | $43,768,644 | 3.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
189,164 | $39,397,186 | 2.85% | |
| XOM |
Exxon Mobil Corp
Energy
|
203,988 | $34,608,604 | 2.50% | |
| RTX |
RTX Corp
Industrials
|
176,077 | $33,965,253 | 2.45% | |
| JNJ |
Johnson & Johnson
Healthcare
|
135,684 | $33,166,596 | 2.40% | |
| MA |
Mastercard Inc
Financial Services
|
66,354 | $33,154,439 | 2.39% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
31,391 | $31,278,934 | 2.26% |
Portfolio Trend
25 quarters · across all stocks
Holdings in FBIZ
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,108 | 4,786 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $259,988 | 4,788 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $243,485 | 4,750 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $240,635 | 4,750 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $223,962 | 4,750 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $219,877 | 4,750 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $216,552 | 4,750 | Shares | Sole | 2024-10-22 | |
| 2020-06-30 | $78,137 | 4,750 | Shares | Sole | 2020-07-17 | |
| No 13F history on record for this holder in this stock. | ||||||