Beese Fulmer Investment Management, Inc. Portfolio Holdings by Sector
Beese Fulmer Investment Management, Inc.
- $1.13 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$68,941
6.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$63,774
5.65% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE CRWD ORCL PANW 5 stocks |
$61,782
5.47% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ MRK ABBV LLY BMY PFE AMGN GILD 9 stocks |
$49,796
4.41% of portfolio
|
7
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA AXP V SYF COF PYPL 6 stocks |
$44,032
3.9% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CMI ETN IR ROK GE EMR ROP PH 8 stocks |
$43,592
3.86% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL BP SU 5 stocks |
$41,967
3.71% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX NOC CW TDG AXON BA GD LMT 9 stocks |
$41,697
3.69% of portfolio
|
4
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT EW MDT 4 stocks |
$39,571
3.5% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA QCOM TSM TXN INTC 6 stocks |
$37,860
3.35% of portfolio
|
3
|
3
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B BRK-A 2 stocks |
$36,618
3.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN MELI 2 stocks |
$34,226
3.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
VCSH SPY VIG GLD IVV VTV JMST IWF 35 stocks |
$33,428
2.96% of portfolio
|
23
|
4
|
9
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS FOXA WBD 4 stocks |
$32,469
2.87% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT TGT 3 stocks |
$31,036
2.75% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY TSCO AZO 3 stocks |
$29,348
2.6% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB MKL KMPR L CINF 5 stocks |
$25,080
2.22% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$24,427
2.16% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$22,827
2.02% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL CL 3 stocks |
$21,210
1.88% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$20,715
1.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$20,521
1.82% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$19,040
1.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FMNB HBAN CIVB FITB EBC PNC KEY TFC 22 stocks |
$19,035
1.68% of portfolio
|
5
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM ADSK NOW MSTR UBER 5 stocks |
$18,776
1.66% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP EOG EQT PR 4 stocks |
$18,149
1.61% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE MCO CME SPGI 4 stocks |
$17,664
1.56% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX CMG DRI 4 stocks |
$17,361
1.54% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$16,156
1.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS CMCSA T VZ TIGO CHTR 6 stocks |
$15,417
1.36% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP NSC CSX 3 stocks |
$15,056
1.33% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS 2 stocks |
$14,719
1.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$12,420
1.1% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC 1 stocks |
$11,633
1.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$11,494
1.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$10,479
0.93% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$9,300
0.82% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$8,289
0.73% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$7,947
0.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW APD RPM 3 stocks |
$7,779
0.69% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
D AEP DUK NEE SO FE WEC 7 stocks |
$5,852
0.52% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT CARR JCI 3 stocks |
$5,250
0.46% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$4,447
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK CAH 2 stocks |
$4,069
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY ST 2 stocks |
$3,417
0.3% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
SJM GIS K 3 stocks |
$2,904
0.26% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX UPS 2 stocks |
$2,842
0.25% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$2,771
0.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX ISRG 2 stocks |
$2,611
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$2,569
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAMR 1 stocks |
$2,280
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$2,019
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI WMB PBT 3 stocks |
$1,931
0.17% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,721
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG WM 2 stocks |
$1,480
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
TKR 1 stocks |
$1,087
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$856
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$812
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC PSX 2 stocks |
$703
0.06% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
LOAN 1 stocks |
$703
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CEF KKR 2 stocks |
$641
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS 1 stocks |
$607
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
ELS 1 stocks |
$533
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$490
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$407
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
TMST 1 stocks |
$337
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$249
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
DVA 1 stocks |
$234
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$234
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|