Latest BEESE FULMER INVESTMENT MANAGEMENT, INC. Stock Portfolio

BEESE FULMER INVESTMENT MANAGEMENT, INC. Performance:

2026 Q1: 7.5%YTD: 7.5%2025: 5.36%

Performance for 2026 Q1 is 7.5%, and YTD is 7.5%, and 2025 is 5.36%.

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

On 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, BEESE FULMER INVESTMENT MANAGEMENT, INC. reported an equity portfolio of $1.6 Billions as of 31 Mar, 2026.

The top stock holdings of BEESE FULMER INVESTMENT MANAGEMENT, INC. are AAPL, MSFT, AVGO. The fund has invested 5.2% of it's portfolio in APPLE INC and 3.4% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off APPLOVIN CORP COM CL A (APP), ATLASSIAN CORPORATION CL A (TEAM) and PAYPAL HLDGS INC COM (PYPL) stocks. They significantly reduced their stock positions in SALESFORCE INC (CRM), CONOCOPHILLIPS (COP) and MANHATTAN BRDG CAP INC (LOAN). BEESE FULMER INVESTMENT MANAGEMENT, INC. opened new stock positions in LUMENTUM HLDGS INC (LITE), ISHARES TR (BGRN) and VERTIV HOLDINGS CO (VRT). The fund showed a lot of confidence in some stocks as they added substantially to INTERNATIONAL BUSINESS MACHS (IBM), NVIDIA CORPORATION (NVDA) and VANGUARD MALVERN FDS (VTIP).

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 7.5% in the last quarter. In trailing 12 months, it's portfolio return was 15.74%.

Performance
S&P 500

New Buys

Ticker	$ Bought
lumentum hldgs inc	2,866,560
ishares tr	1,582,530
vertiv holdings co	683,081
s&p global inc	573,784
teradyne inc	537,778
coinbase global inc	513,528
ishares tr	476,342
quanta svcs inc	458,977

New stocks bought by BEESE FULMER INVESTMENT MANAGEMENT, INC.

Additions

Ticker	% Inc.
international business machs	440
nvidia corporation	328
vanguard malvern fds	209
ishares tr	201
booking holdings inc	169
stifel finl corp	120
danaher corp del	118
draftkings inc new	117

Additions to existing portfolio by BEESE FULMER INVESTMENT MANAGEMENT, INC.

Reductions

Ticker	% Reduced
salesforce inc	-92.53
conocophillips	-69.41
manhattan brdg cap inc	-64.34
texas instrs inc	-61.36
at&t inc	-60.98
warner bros discovery inc	-60.92
mondelez intl inc	-59.6
shell plc	-57.82

BEESE FULMER INVESTMENT MANAGEMENT, INC. reduced stake in above stock

Sold off

Ticker	$ Sold
hp inc com	-411,897
centerpoint energy inc com	-231,951
ishares ethereum trust etf	-204,696
chewy inc cl a	-286,742
paypal hldgs inc com	-489,870
lkq corp com	-229,097
las vegas sands corp com	-421,393
tetra tech inc new com	-207,948

BEESE FULMER INVESTMENT MANAGEMENT, INC. got rid off the above stocks

Sector Distribution

BEESE FULMER INVESTMENT MANAGEMENT, INC. has about 22.3% of it's holdings in Technology sector.

Sector	%
Technology	22.3
Industrials	12.1
Others	11.6
Financial Services	11.4
Consumer Cyclical	9.9
Communication Services	9.4
Healthcare	8.2
Consumer Defensive	7.1
Energy	5.1
Basic Materials	2

Market Cap. Distribution

BEESE FULMER INVESTMENT MANAGEMENT, INC. has about 86.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	52.1
LARGE-CAP	34.4
UNALLOCATED	11.6

Stocks belong to which Index?

About 83.8% of the stocks held by BEESE FULMER INVESTMENT MANAGEMENT, INC. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	82.5
Others	16.2
RUSSELL 2000	1.3

Top 5 Winners (%)		%
XOM	exxon mobil corp	135.7 %
SHEL	shell plc	108.9 %
COST	costco wholesale corporation	98.4 %
HSY	hershey co	96.3 %
T	at&t inc	92.7 %

Top 5 Winners ($)		$
XOM	exxon mobil corp	33.9 M
COST	costco wholesale corporation	26.6 M
CB	chubb ltd switz	15.5 M
PM	philip morris intl inc	15.2 M
MCD	mcdonalds corp	13.4 M

Top 5 Losers (%)		%
BSX	boston scientific corp	-34.0 %
SF	stifel finl corp	-33.5 %
PLAY	dave & busters entmt inc	-33.1 %
CLF	cleveland-cliffs inc new	-33.0 %
ESTC	elastic n v	-31.3 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-16.2 M
BSX	boston scientific corp	-7.2 M
AVGO	broadcom inc	-6.2 M
AAPL	apple inc	-5.8 M
MA	mastercard incorporated	-4.8 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 433 stocks in it's portfolio. About 28.2% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for BEESE FULMER INVESTMENT MANAGEMENT, INC. last quarter.

Last Reported on: 16 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.02	5,602	371,581	new

AAPL	apple inc	5.24	322,470	81,839,800	reduced	-0.35

ABBV	abbvie inc	0.49	35,215	7,658,860	reduced	-4.73

ABC	cencora inc	0.02	1,179	370,371	new

ABNB	airbnb inc	0.04	5,252	663,223	added	6.04

ABT	abbott laboratories	0.72	109,698	11,262,700	added	0.19

ACGL	arch cap group ltd	0.02	3,100	297,569	reduced	-3.00

ACHC	acadia healthcare company in	0.02	10,741	251,232	new

ACN	accenture plc ireland	0.02	1,416	280,779	reduced	-26.78

ACWF	ishares tr	0.02	4,619	324,190	unchanged	0.00

ADBE	adobe inc	0.02	1,425	346,389	added	25.77

ADP	automatic data processing in	0.18	13,438	2,755,410	reduced	-3.81

ADSK	autodesk inc	0.03	2,131	510,161	reduced	-5.25

ADT	adt inc del	0.01	17,234	114,258	reduced	-14.56

AEP	american elec pwr co inc	0.12	14,677	1,923,910	added	2.62

AFK	vaneck etf trust	0.03	5,050	463,439	reduced	-8.51

AFL	aflac inc	0.04	5,091	558,518	reduced	-26.66

AGNC	agnc invt corp	0.01	16,694	167,441	new

AGT	ishares tr	0.23	147,979	3,587,020	reduced	-2.69

ALNY	alnylam pharmaceuticals inc com	0.00	0.00	0.00	sold off	-100