BEESE FULMER INVESTMENT MANAGEMENT, INC.

CIK

911274

City

CANTON

State / Country

Stock

Top Portfolio Positions

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

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	322,470	$81,839,661	5.90%
MSFT	Microsoft Corp Technology	143,526	$53,129,019	3.83%
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	2.84%
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	2.39%
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,912,127	373,262	-0.2%	Shares	Sole	2026-04-16
2025-12-31	$4,982,878	374,090	+11.8%	Shares	Sole	2026-02-05
2025-09-30	$4,820,879	334,551	-1.1%	Shares	Sole	2025-11-13
2025-06-30	$4,662,964	338,141	-1.1%	Shares	Sole	2025-08-07
2025-03-31	$4,461,677	341,891	-2.3%	Shares	Sole	2025-04-08
2024-12-31	$4,978,294	350,091	-0.6%	Shares	Sole	2025-01-28
2024-09-30	$5,326,035	352,251	-1.1%	Shares	Sole	2024-10-22
2024-06-30	$4,447,826	356,111	-2.7%	Shares	Sole	2024-07-03
2024-03-31	$4,889,212	365,959	-4.0%	Shares	Sole	2024-04-08
2023-12-31	$5,510,348	381,339	-0.9%	Shares	Sole	2024-01-09
2023-09-30	$4,446,426	384,639	-2.0%	Shares	Sole	2023-10-10
2023-06-30	$4,853,233	392,339	-1.4%	Shares	Sole	2023-07-11
2023-03-31	$5,027,736	397,764	-1.0%	Shares	Sole	2023-04-11
2022-12-31	$5,670,479	401,592	-0.8%	Shares	Sole	2023-01-17
2022-09-30	$5,296,776	404,643	-1.0%	Shares	Sole	2022-10-06
2022-06-30	$6,127,935	408,529	-3.6%	Shares	Sole	2022-07-11
2022-03-31	$7,228,304	423,699	-2.5%	Shares	Sole	2022-04-12
2021-12-31	$8,057,915	434,389	-3.0%	Shares	Sole	2022-01-10
2021-09-30	$7,034,843	447,794	-1.0%	Shares	Sole	2021-10-08
2021-06-30	$7,016,786	452,404	-1.1%	Shares	Sole	2021-07-08
2021-03-31	$7,641,118	457,552	-2.9%	Shares	Sole	2021-04-23
2020-12-31	$6,255,159	471,376	+0.3%	Shares	Sole	2021-01-20
2020-09-30	$5,131,810	469,946	-2.4%	Shares	Sole	2020-10-08
2020-06-30	$5,712,084	481,626	-4.2%	Shares	Sole	2020-07-17
2020-03-31	$5,847,645	502,807	—	Shares	Sole	2020-04-09
No 13F history on record for this holder in this stock.