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Latest BEESE FULMER INVESTMENT MANAGEMENT, INC. Stock Portfolio

$1.73Billion | No. of Holdings #399

BEESE FULMER INVESTMENT MANAGEMENT, INC. Performance

2026 Q2+14.14%
YTD+22.70%
2025+5.36%

About BEESE FULMER INVESTMENT MANAGEMENT, INC. and 13F Hedge Fund Stock Holdings

On 2026-07-29, the fund reported it's updated stock portfolio. In the 13F Holdings report, BEESE FULMER INVESTMENT MANAGEMENT, INC. reported an equity portfolio of $1.7 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of BEESE FULMER INVESTMENT MANAGEMENT, INC. are AAPL, DELL, AVGO. The fund has invested 5.4% of it's portfolio in APPLE INC and 4.1% of portfolio in DELL TECHNOLOGIES INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), HONEYWELL INTL INC (HON) and BOOKING HOLDINGS INC (BKNG) stocks. They significantly reduced their stock positions in BOSTON SCIENTIFIC CORP (BSX), SERVICENOW INC (NOW) and DANAHER CORP DEL (DHR). BEESE FULMER INVESTMENT MANAGEMENT, INC. opened new stock positions in SIMPLIFY EXCHANGE TRADED FUN (AGGH), ISHARES TR (DMXF) and SANDISK CORP. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and PROSHARES TR (BZQ).
BEESE FULMER INVESTMENT MANAGEMENT, INC. Equity Portfolio Value
Last Reported on: 29 Jul, 2026
$1.73Billion
  as of Jul 29, 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. Annual Return Estimates Vs S&P 500

Our best estimate is that BEESE FULMER INVESTMENT MANAGEMENT, INC. made a return of 14.14% in the last quarter. In trailing 12 months, it's portfolio return was 23.14%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
simplify exchange traded fun1,360,150
ishares tr816,947
sandisk corp636,644
carpenter technology corp579,830
molina healthcare inc516,405
atlassian corporation471,563
waste connections inc445,896
synopsys inc403,247
New stocks bought by BEESE FULMER INVESTMENT MANAGEMENT, INC.

Additions

Ticker% Inc.
vanguard index fds528
vanguard index fds308
ishares tr279
proshares tr175
ishares bitcoin trust etf155
mercadolibre inc95.1
autozone inc84.13
accenture plc ireland80.44
Additions to existing portfolio by BEESE FULMER INVESTMENT MANAGEMENT, INC.

Reductions

Ticker% Reduced
boston scientific corp-96.94
servicenow inc-66.24
danaher corp del-57.8
richmond mut bancorporation-52.43
mondelez intl inc-51.14
salesforce inc-45.06
s p global inc-42.25
ameriprise finl inc-41.67
BEESE FULMER INVESTMENT MANAGEMENT, INC. reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-34,608,600
aurora innovation inc-76,933
clarivate plc-43,207
agnc invt corp-167,441
quantumscape corp-102,329
bogota finl corp-130,475
uipath inc-168,476
under armour inc-79,679
BEESE FULMER INVESTMENT MANAGEMENT, INC. got rid off the above stocks

Sector Distribution

BEESE FULMER INVESTMENT MANAGEMENT, INC. has about 28.3% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
  • Energy
  • Basic Materials
Sector%
Technology28.3
Others12.5
Industrials12.3
Financial Services10.8
Communication Services9.1
Consumer Cyclical8.9
Healthcare6.9
Consumer Defensive6.2
Energy2.1
Basic Materials1.9

Market Cap. Distribution

BEESE FULMER INVESTMENT MANAGEMENT, INC. has about 86.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP56.2
LARGE-CAP29.9
UNALLOCATED12.5

Stocks belong to which Index?

About 80.9% of the stocks held by BEESE FULMER INVESTMENT MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50079.5
Others19.1
RUSSELL 20001.4
Top 5 Winners (%)%
MU
micron technology inc
218.3 %
INTC
intel corp
202.7 %
DELL
dell technologies inc
157.1 %
WDC
western digital corp
132.7 %
AMAT
applied matls inc
108.3 %
Top 5 Winners ($)$
DELL
dell technologies inc
45.4 M
MU
micron technology inc
40.9 M
KLAC
kla corp
25.4 M
AAPL
apple inc
11.5 M
AVGO
broadcom inc
11.4 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.2 %
VB
vanguard index fds
-61.5 %
IJR
ishares tr
-60.6 %
BZQ
proshares tr
-37.7 %
ZTS
zoetis inc
-36.7 %
Top 5 Losers ($)$
NFLX
netflix inc
-5.4 M
CVX
chevron corporation
-4.1 M
ICE
intercontinental exchange in
-3.5 M
MCD
mcdonalds corp
-2.3 M
BSX
boston scientific corp
-2.3 M

BEESE FULMER INVESTMENT MANAGEMENT, INC. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BEESE FULMER INVESTMENT MANAGEMENT, INC.

BEESE FULMER INVESTMENT MANAGEMENT, INC. has 399 stocks in it's portfolio. About 32% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. DELL was the most profitable stock for BEESE FULMER INVESTMENT MANAGEMENT, INC. last quarter.

$1.73BTotal Value
500Positions
29 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of BEESE FULMER INVESTMENT MANAGEMENT, INC., last reported on 29 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BEESE FULMER INVESTMENT MANAGEMENT, INC.'s holding in Ishares Tr over time
0.01%4,000
$209.6K
0.01%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
BEESE FULMER INVESTMENT MANAGEMENT, INC.'s holding in Ishares Tr over time
0.02%4,619
$350.1K
0.02%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
BEESE FULMER INVESTMENT MANAGEMENT, INC.'s holding in Vaneck Etf Trust over time
0.03%5,674
$428.1K
0.03%
increased 12.36 percentadded
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
BEESE FULMER INVESTMENT MANAGEMENT, INC.'s holding in Simplify Exchange Traded Fun over time
0.08%58,076
$1.36M
0.08%
new position
AGT
Ishares Tr

Ishares Tr

AGT
BEESE FULMER INVESTMENT MANAGEMENT, INC.'s holding in Ishares Tr over time
0.21%150,218
$3.64M
0.21%
increased 1.51 percentadded