§ 13F · FUND PROFILE
BEESE FULMER INVESTMENT MANAGEMENT, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1342.6T (13F)Positions · 285Turnover · — · Q4Filed · Feb 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$54.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 324K | $88.0T | 5.7% | +2% |
| 2 | MSFT | MICROSOFT CORP COM | 143K | $69.0T | 4.5% | +1% |
| 3 | AVGO | BROADCOM INC COM | 168K | $58.1T | 3.8% | ±0% |
| 4 | GOOGL | ALPHABET INC CAP STK CL A | 154K | $48.2T | 3.1% | +1% |
| 5 | AMZN | AMAZON COM INC COM | 186K | $42.9T | 2.8% | +2% |
| 6 | GOOG | ALPHABET INC CAP STK CL C | 127K | $40.0T | 2.6% | −2% |
| 7 | MA | MASTERCARD INCORPORATED CL A | 67K | $38.3T | 2.5% | +1% |
| 8 | RTX | RTX CORPORATION COM | 178K | $32.6T | 2.1% | +1% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 63K | $31.5T | 2.1% | ±0% |
| 10 | JPM | JPMORGAN CHASE & CO COM | 94K | $30.4T | 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 $1342552.5 trillion in assets. The fund runs a broad portfolio of 285 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed