Position in MDB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$241,848
+$10,051 QoQ
Shares Held
720
-24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#657
of 867 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BEESE FULMER INVESTMENT MANAGEMENT, INC. holds $65,692,556 across 14 Software - Infrastructure names. MDB ranks #13 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
143,925 | $53,686,903 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
19,312 | $3,684,439 | |
| 3 | PANW |
Palo Alto Networks Inc
|
6,417 | $2,188,325 | |
| 4 | ORCL |
Oracle Corp
|
10,181 | $1,492,025 | |
| 5 | CPAY |
Corpay, Inc.
|
3,721 | $1,240,097 | |
| 6 | FTNT |
Fortinet, Inc.
|
4,714 | $724,164 | |
| 7 | VRSN |
Verisign Inc/Ca
|
2,230 | $560,978 | |
| 8 | SNPS |
Synopsys Inc
|
904 | $403,247 |
All Filings in MDB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,848 | 720 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $231,797 | 947 | Shares | Sole | 2026-04-16 | |
| No filing history on record for this holder in this stock. | ||||||