Beese Fulmer Investment Management, Inc. Purchases in Q1 2025

Beese Fulmer Investment Management, Inc.

  • $1.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CL
Colgate Palmolive CO

Consumer Defensive
2.22K
New
$85.68 - $97.5 $190K - $217K
2.22K $208K
VEA
Vanguard Ftse Developed Market

ETFs
4.04K
New
$47.4 - $52.99 $191K - $214K
4.04K $206K
HWM
Howmet Aerospace Inc.

Industrials
1.57K
New
$110.79 - $139.39 $174K - $218K
1.57K $203K
UBER
Uber Technologies, Inc

Technology
2.79K
New
$63.17 - $81.49 $176K - $227K
2.79K $202K
SHEL
Shell PLC

Energy
34
+ 0.17%
$62.84 - $73.29 $2.14K - $2.49K
19.8K $1.44M
IOO
Ishares Tr Global 100 ETF

ETFs
2.08K
New
$96.2 - $105.12 $200K - $219K
2.08K $200K
V
Visa Inc.

Financial Services
96
+ 2.14%
$306.92 - $362.71 $29.5K - $34.8K
4.59K $1.61M
XLI
Industrial Sector Spdr

ETFs
1.1K
+ 62.71%
$128.78 - $141.67 $142K - $156K
2.85K $371K
WMT
Walmart Inc.

Consumer Defensive
2.03K
+ 9.64%
$84.5 - $105.05 $172K - $213K
23.1K $2.03M
PFE
Pfizer Inc

Healthcare
7.23K
+ 13.95%
$25.01 - $27.13 $181K - $196K
59.1K $1.5M
INTC
Intel Corp

Technology
1.84K
+ 9.97%
$19.1 - $27.39 $35.1K - $50.3K
20.3K $460K
D
Dominion Energy, Inc

Utilities
249
+ 0.74%
$52.85 - $57.43 $13.2K - $14.3K
33.9K $1.9M
WMB
Williams Companies, Inc.

Energy
247
+ 1.91%
$54.02 - $61.09 $13.3K - $15.1K
13.1K $785K
CRWD
Crowd Strike Holdings, Inc.

Technology
94
+ 1.98%
$308.86 - $455.36 $29K - $42.8K
4.84K $1.71M
WEC
Wec Energy Group, Inc.

Utilities
366
+ 13.93%
$92.12 - $108.98 $33.7K - $39.9K
2.99K $326K
DUK
Duke Energy Corp

Utilities
115
+ 2.54%
$105.87 - $121.97 $12.2K - $14K
4.65K $566K
MELI
Mercadolibre Inc

Consumer Cyclical
15
+ 8.15%
$1739.0 - $2260.0 $26.1K - $33.9K
199 $388K
VTV
Vanguard Value ETF

ETFs
371
+ 7.54%
$167.73 - $179.21 $62.2K - $66.5K
5.29K $904K
FCX
Freeport Mcmoran Inc

Basic Materials
2.06K
+ 3.12%
$34.5 - $43.01 $70.9K - $88.4K
67.9K $2.57M
KMI
Kinder Morgan, Inc.

Energy
900
+ 3.25%
$26.1 - $31.22 $23.5K - $28.1K
28.6K $815K
NEE
Nextera Energy Inc

Utilities
868
+ 14.04%
$66.96 - $76.16 $58.1K - $66.1K
7.05K $499K
VIG
Vanguard Dividend Appreciation

ETFs
300
+ 2.44%
N/A
12.6K $2.3M
IVV
Ishares Core S&P 500 ETF

ETFs
206
+ 10.39%
$554.06 - $615.85 $114K - $127K
2.19K $1.22M
BAC
Bank Of America Corp

Financial Services
1.63K
+ 23.31%
$39.61 - $47.74 $64.6K - $77.9K
8.63K $360K
AFL
Aflac Inc

Financial Services
147
+ 4.17%
$100.99 - $111.19 $14.8K - $16.3K
3.67K $407K
VUG
Vanguard Growth ETF

ETFs
238
+ 21.06%
$369.1 - $427.61 $87.8K - $102K
1.37K $506K
QUAL
Ishares Msci Usa Quality Facto

ETFs
317
+ 17.61%
$168.16 - $186.21 $53.3K - $59K
2.12K $359K
MDT
Medtronic PLC

Healthcare
54
+ 1.61%
$79.84 - $94.5 $4.31K - $5.1K
3.41K $306K
CINF
Cincinnati Financial Corp

Financial Services
180
+ 6.41%
$133.67 - $147.81 $24.1K - $26.6K
2.99K $441K
IVW
Ishares S&P 500 Growth ETF

ETFs
573
+ 26.88%
$92.45 - $106.69 $53K - $61.1K
2.71K $250K
ISRG
Intuitive Surgical Inc

Healthcare
152
+ 9.51%
$476.63 - $610.45 $72.4K - $92.8K
1.75K $866K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
439
+ 4.74%
$42.5 - $46.71 $18.7K - $20.5K
9.7K $439K
TKR
Timken CO

Industrials
268
+ 1.81%
$69.85 - $83.79 $18.7K - $22.5K
15.1K $1.09M
UL
Unilever PLC

Consumer Defensive
87
+ 1.31%
$54.72 - $60.29 $4.76K - $5.25K
6.74K $401K
OEF
Ishares S&P 100 ETF

ETFs
59
+ 4.88%
N/A
1.27K $337K
SPGI
S&P Global Inc.

Financial Services
21
+ 5.02%
$478.26 - $543.77 $10K - $11.4K
439 $223K
ELS
Equity Lifestyle Properties Inc

Real Estate
200
+ 2.57%
$64.36 - $69.32 $12.9K - $13.9K
8K $533K
MCO
Moodys Corp

Financial Services
30
+ 3.0%
$437.8 - $527.48 $13.1K - $15.8K
1.03K $479K
QCOM
Qualcomm Inc

Technology
20
+ 0.13%
$151.94 - $175.86 $3.04K - $3.52K
15.9K $2.44M
ACN
Accenture PLC

Technology
86
+ 13.94%
$300.91 - $398.25 $25.9K - $34.2K
703 $219K
Ge Vernova Inc Com
80
+ 2.23%
N/A
3.67K $0
Arista Networks Inc Com Shs
2.76K
+ 2.03%
N/A
139K $0
TMST
Timken Steel Corp

Basic Materials
19
+ 0.12%
N/A
15.7K $337K
Kenvue Inc Com
354
+ 2.11%
N/A
17.2K $0
Linde PLC Shs
104
+ 0.34%
N/A
30.4K $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
387
+ 0.98%
$9.47 - $11.46 $3.66K - $4.44K
39.8K $413K
TMO
Thermo Fisher Scientific Inc.

Healthcare
6
+ 1.29%
$497.6 - $606.74 $2.99K - $3.64K
472 $234K
HON
Honeywell International Inc

Industrials
39
+ 2.31%
$202.75 - $226.52 $7.91K - $8.83K
1.72K $365K
PH
Parker Hannifin Corp

Industrials
6
+ 0.77%
$591.65 - $707.05 $3.55K - $4.24K
789 $479K
Activity Summary
Buys All Purchases 126 New Holdings 25 Increased Positions 101 Sells All Sells 71 Reductions 71 Sold out 0 Options Calls 0 Puts 0
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