§ 13F · FUND PROFILE
BEESE FULMER INVESTMENT MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.4B (13F)Positions · 285Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$29M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 322K | $82M | 5.2% | ±0% |
| 2 | MSFT | MICROSOFT CORP | 144K | $53M | 3.4% | +1% |
| 3 | AVGO | BROADCOM INC | 168K | $52M | 3.3% | ±0% |
| 4 | GOOGL | ALPHABET INC | 152K | $44M | 2.8% | −1% |
| 5 | AMZN | AMAZON COM INC | 189K | $39M | 2.5% | +2% |
| 6 | GOOG | ALPHABET INC | 122K | $35M | 2.2% | −4% |
| 7 | XOM | EXXON MOBIL CORP | 204K | $35M | 2.2% | −51% |
| 8 | RTX | RTX CORPORATION | 176K | $34M | 2.2% | −1% |
| 9 | JNJ | JOHNSON & JOHNSON | 136K | $33M | 2.1% | −2% |
| 10 | MA | MASTERCARD INCORPORATED | 66K | $33M | 2.1% | −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 $1.4 billion in assets. The fund runs a broad portfolio of 285 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed