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Latest BEESE FULMER INVESTMENT MANAGEMENT, INC. Stock Portfolio

$1.76Billion | No. of Holdings #354

BEESE FULMER INVESTMENT MANAGEMENT, INC. Performance

2026 Q3+0.10%
YTD+22.82%
2025+5.36%

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

On 2026-10-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, BEESE FULMER INVESTMENT MANAGEMENT, INC. reported an equity portfolio of $1.8 Billions as of 30 Sep, 2026. <br><br> The top stock holdings of BEESE FULMER INVESTMENT MANAGEMENT, INC. are AAPL, DELL, MSFT. The fund has invested 6% of it's portfolio in APPLE INC and 4.8% of portfolio in DELL TECHNOLOGIES INC. <br><br> The fund managers got completely rid off PG E CORP (PCG), EDISON INTL (EIX) and COHERENT CORP (COHR) stocks. They significantly reduced their stock positions in CITIZENS FINL GROUP INC (CFG), TERADYNE INC (TER) and TECHNIPFMC PLC (FTI). BEESE FULMER INVESTMENT MANAGEMENT, INC. opened new stock positions in EXXONMOBIL HOLDINGS CORP, ADVANCED MICRO DEVICES INC (AMD) and GENERAC HLDGS INC (GNRC). The fund showed a lot of confidence in some stocks as they added substantially to CORNING INC (GLW), SANDISK CORP and BOSTON SCIENTIFIC CORP (BSX).
BEESE FULMER INVESTMENT MANAGEMENT, INC. Equity Portfolio Value
Last Reported on: 23 Oct, 2026
$1.76Billion
  as of Oct 23, 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 0.1% in the last quarter. In trailing 12 months, it's portfolio return was 15.04%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp33,402,900
advanced micro devices inc1,082,200
generac hldgs inc733,638
bloom energy corp701,590
gilead sciences inc514,181
occidental pete corp455,892
fedex fght hldg co inc437,082
medtronic plc405,768
New stocks bought by BEESE FULMER INVESTMENT MANAGEMENT, INC.

Additions

Ticker% Inc.
corning inc630
sandisk corp198
boston scientific corp84.01
goldman sachs etf tr79.85
mondelez intl inc77.05
thermo fisher scientific inc73.13
simplify exchange traded fun62.36
ishares tr58.78
Additions to existing portfolio by BEESE FULMER INVESTMENT MANAGEMENT, INC.

Reductions

Ticker% Reduced
citizens finl group inc-57.8
technipfmc plc-57.39
teradyne inc-57.39
vertiv holdings co-56.78
td synnex corporation-55.32
comfort sys usa inc-54.59
western digital corp-51.9
accenture plc ireland-51.08
BEESE FULMER INVESTMENT MANAGEMENT, INC. reduced stake in above stock

Sold off

Ticker$ Sold
pg e corp-973,558
newell brands inc-152,315
cnh indl n v-195,582
draftkings inc new-416,563
ishares ethereum tr-178,719
graphic packaging hldg co-155,337
ford mtr co-202,377
jetblue airways corp-73,310
BEESE FULMER INVESTMENT MANAGEMENT, INC. got rid off the above stocks

Sector Distribution

BEESE FULMER INVESTMENT MANAGEMENT, INC. has about 29.4% of it's holdings in Technology sector.

  • Technology
  • Others
  • Industrials
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
  • Energy
  • Basic Materials
Sector%
Technology29.4
Others14.5
Industrials10.7
Financial Services10.5
Communication Services9.1
Consumer Cyclical8
Healthcare6.9
Consumer Defensive6.1
Energy2.4
Basic Materials1.7

Market Cap. Distribution

BEESE FULMER INVESTMENT MANAGEMENT, INC. has about 84.4% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
Category%
MEGA-CAP56.6
LARGE-CAP27.8
UNALLOCATED14.5

Stocks belong to which Index?

About 79% 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 50077.8
Others21
RUSSELL 20001.2
Top 5 Winners (%)%
TEAM
atlassian corporation
99.8 %
PLTR
palantir technologies inc
58.5 %
MPC
marathon pete corp
53.8 %
PSX
phillips 66
48.2 %
CRM
salesforce inc
43.3 %
Top 5 Winners ($)$
MSFT
microsoft corp
20.2 M
DELL
dell technologies inc
17.1 M
AAPL
apple inc
14.0 M
META
meta platforms inc
6.2 M
ANET
arista networks inc
5.1 M
Top 5 Losers (%)%
PLAY
dave & busters entmt inc
-43.8 %
KLAC
kla corp
-35.4 %
AMAT
applied matls inc
-29.0 %
CMI
cummins inc
-27.5 %
GLW
corning inc
-27.3 %
Top 5 Losers ($)$
KLAC
kla corp
-16.6 M
CMI
cummins inc
-8.5 M
AVGO
broadcom inc
-4.4 M
CAT
caterpillar inc
-4.0 M
MU
micron technology inc
-3.9 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 354 stocks in it's portfolio. About 33% of the portfolio is in top 10 stocks. KLAC proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for BEESE FULMER INVESTMENT MANAGEMENT, INC. last quarter.

$1.76BTotal Value
435Positions
23 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of BEESE FULMER INVESTMENT MANAGEMENT, INC., last reported on 23 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
BEESE FULMER INVESTMENT MANAGEMENT, INC.'s holding in Ishares Tr over time
0.01%4,000
$204.9K
0.01%
unchanged 0 percentunchanged
ACWF
Ishares Tr

Ishares Tr

ACWF
BEESE FULMER INVESTMENT MANAGEMENT, INC.'s holding in Ishares Tr over time
0.02%4,619
$348.3K
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%5,899
$517.9K
0.03%
increased 3.97 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
0.12%94,290
$2.18M
0.12%
increased 62.36 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
BEESE FULMER INVESTMENT MANAGEMENT, INC.'s holding in Ishares Tr over time
0.21%149,626
$3.63M
0.21%
decreased 0.39 percentreduced