BEESE FULMER INVESTMENT MANAGEMENT, INC.
Top Portfolio Positions
372 positions ·
$1,357,185,294 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
Holdings in PDLB
Shares Held
Position Value (USD)
16 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $677,306 | 40,533 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $662,747 | 40,535 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $608,168 | 41,372 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $621,762 | 44,925 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $577,207 | 45,557 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $592,241 | 45,557 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $532,561 | 45,557 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $416,390 | 45,557 | Shares | Sole | 2024-07-03 | |
| 2024-03-31 | $431,525 | 48,486 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $477,986 | 48,974 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $382,976 | 48,974 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $425,584 | 48,974 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $384,445 | 48,974 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $614,877 | 65,974 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $604,321 | 65,974 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $609,599 | 65,974 | Shares | Sole | 2022-07-11 | |
| No 13F history on record for this holder in this stock. | ||||||