Beese Fulmer Investment Management, Inc. Portfolio Holdings
Beese Fulmer Investment Management, Inc.
- $1.4 Billion
- Q3 2025
Beese Fulmer Investment Management, Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.4 Billion distributed in 285 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $80.6M, Microsoft Corp with a value of $72.9M, Broadcom Inc. with a value of $55.5M, Amazon Com Inc with a value of $39.9M, and Mastercard Inc with a value of $37.8M.
Examining the 13F form we can see an increase of $97.1M in the current position value, from $1.3B to 1.4B.
Below you can find more details about Beese Fulmer Investment Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.4 Billion
Technology: $307 Million
Financial Services: $212 Million
Industrials: $168 Million
Consumer Cyclical: $151 Million
Communication Services: $150 Million
ETFs: $115 Million
Healthcare: $108 Million
Consumer Defensive: $103 Million
Other: $85.8 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 285
- Current Value $1.4 Billion
- Prior Value $1.3 Billion
- Filing
- Period Q3 2025
- Filing Date November 13, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 12 stocks
- Additional Purchases 103 stocks
- Sold out of 0 stocks
- Reduced holdings in 122 stocks