§ 13F · FUND PROFILE
BEESE FULMER INVESTMENT MANAGEMENT, INC..
AUM · $1.7B (13F)Positions · 401Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$19M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 322K | $93M | 5.4% | ±0% |
| 2 | DELL | DELL TECHNOLOGIES INC | 164K | $71M | 4.1% | −7% |
| 3 | AVGO | BROADCOM INC | 165K | $62M | 3.6% | −2% |
| 4 | GOOGL | ALPHABET INC | 151K | $54M | 3.1% | −1% |
| 5 | MSFT | MICROSOFT CORP | 144K | $54M | 3.1% | ±0% |
| 6 | MU | MICRON TECHNOLOGY INC | 45K | $52M | 3.0% | −19% |
| 7 | KLAC | KLA CORP | 155K | $47M | 2.7% | +794% |
| 8 | AMZN | AMAZON COM INC | 191K | $45M | 2.6% | +1% |
| 9 | GOOG | ALPHABET INC | 120K | $42M | 2.4% | −2% |
| 10 | JNJ | JOHNSON JOHNSON | 137K | $35M | 2.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEESE SIGNAL
AC read
BEESE FULMER INVESTMENT MANAGEMENT, INC. is a Other fund managing $1.7 billion in assets. The fund runs a broad portfolio of 401 positions.
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