Beese Fulmer Investment Management, Inc. has filed its 13F form on April 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.04 Billion distributed in 225 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $54.8M, Apple Inc. with a value of $54M, Mastercard Inc with a value of $33.2M, Amazon Com Inc with a value of $30.2M, and Berkshire Hathaway Inc Class B with a value of $24M.

Examining the 13F form we can see an increase of $94.4M in the current position value, from $948M to 1.04B.

Below you can find more details about Beese Fulmer Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.04 Billion
Technology: $191 Million
Financial Services: $165 Million
Healthcare: $135 Million
Consumer Cyclical: $123 Million
Industrials: $120 Million
Communication Services: $103 Million
Consumer Defensive: $93.7 Million
Energy: $64 Million
Other: $47.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 225
  • Current Value $1.04 Billion
  • Prior Value $948 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 8 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 119 stocks
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