Beese Fulmer Investment Management, Inc. Purchases in Q2 2025

Beese Fulmer Investment Management, Inc.

  • $1.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
7.31K
+ 55.55%
$53.19 - $69.38 $389K - $507K
20.5K $1.42M
DHI
Horton D R Inc

Consumer Cyclical
3.85K
+ 6.16%
$115.1 - $129.63 $443K - $499K
66.4K $8.56M
MPC
Marathon Petroleum Corp

Energy
3.12K
+ 94.09%
$118.55 - $170.08 $370K - $531K
6.44K $1.07M
FCX
Freeport Mcmoran Inc

Basic Materials
4.86K
+ 7.16%
$29.15 - $44.46 $142K - $216K
72.7K $3.15M
HBAN
Huntington Bancshares Inc

Financial Services
11K
+ 4.98%
$12.49 - $16.76 $137K - $184K
231K $3.87M
PSX
Phillips 66

Energy
4.67K
+ 261.97%
$92.87 - $125.73 $434K - $587K
6.45K $769K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.59K
New
$91.43 - $91.74 $511K - $513K
5.59K $512K
IAU
Ishares Gold Trust

ETFs
8.05K
New
$56.1 - $64.74 $452K - $521K
8.05K $502K
HD
Home Depot, Inc.

Consumer Cyclical
1.31K
+ 4.29%
$335.24 - $380.78 $440K - $500K
31.9K $11.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.88K
+ 88.57%
$72.96 - $90.39 $356K - $441K
10.4K $928K
APP
App Lovin Corp

Technology
1.33K
New
$219.37 - $417.89 $291K - $555K
1.33K $464K
BA
Boeing CO

Industrials
572
+ 6.65%
$136.59 - $217.51 $78.1K - $124K
9.17K $1.92M
TJX
Tjx Companies Inc

Consumer Cyclical
1.32K
+ 0.77%
$119.13 - $135.03 $157K - $178K
171K $21.2M
WFC
Wells Fargo & Company

Financial Services
3.14K
+ 13.68%
$60.98 - $80.12 $191K - $251K
26.1K $2.09M
IVV
Ishares Core S&P 500 ETF

ETFs
468
+ 21.38%
$498.8 - $620.9 $233K - $291K
2.66K $1.65M
WMT
Walmart Inc.

Consumer Defensive
1.84K
+ 7.97%
$81.79 - $99.98 $150K - $184K
24.9K $2.44M
VB
Vanguard Small Cap ETF

ETFs
1.49K
+ 55.58%
$193.73 - $237.37 $289K - $354K
4.18K $990K
PH
Parker Hannifin Corp

Industrials
453
+ 57.41%
$517.23 - $700.54 $234K - $317K
1.24K $867K
VV
Vanguard Large Cap ETF

ETFs
1.29K
New
$228.25 - $285.3 $294K - $367K
1.29K $367K
IEMG
Ishares Inc

ETFs
6.75K
New
N/A
6.75K $361K
ITW
Illinois Tool Works Inc

Industrials
1.43K
New
$218.41 - $252.43 $311K - $360K
1.43K $352K
RPM
Rpm International Inc

Basic Materials
3.24K
+ 125.29%
$96.97 - $117.58 $314K - $381K
5.83K $639K
TMUS
T Mobile Us, Inc.

Communication Services
4.23K
+ 17.87%
$220.99 - $268.54 $935K - $1.14M
27.9K $6.65M
ADP
Automatic Data Processing Inc

Industrials
937
+ 6.44%
$276.76 - $326.81 $259K - $306K
15.5K $4.78M
JCI
Johnson Controls International PLC

Industrials
404
+ 3.62%
$71.14 - $105.62 $28.7K - $42.7K
11.6K $1.22M
TDG
Trans Digm Group Inc

Industrials
27
+ 1.31%
$1231.75 - $1520.64 $33.3K - $41.1K
2.09K $3.18M
KMB
Kimberly Clark Corp

Consumer Defensive
2.51K
New
$126.84 - $145.22 $318K - $364K
2.51K $323K
ELV
Elevance Health, Inc.

Healthcare
825
New
$372.27 - $452.69 $307K - $373K
825 $320K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.15K
New
$108.12 - $135.04 $233K - $291K
2.15K $290K
CSX
Csx Corp

Industrials
2.79K
+ 4.74%
$26.69 - $32.91 $74.4K - $91.7K
61.6K $2.01M
CARR
Carrier Global Corp

Industrials
1.29K
+ 6.93%
$55.55 - $75.83 $71.4K - $97.4K
19.8K $1.45M
QCOM
Qualcomm Inc

Technology
1.12K
+ 7.04%
$124.66 - $159.48 $139K - $178K
17K $2.71M
INTU
Intuit Inc

Technology
338
New
$544.07 - $787.63 $184K - $266K
338 $266K
NUE
Nucor Corp

Basic Materials
1.97K
New
$103.22 - $131.43 $204K - $259K
1.97K $255K
MET
Metlife Inc

Financial Services
3.09K
New
$68.42 - $82.49 $211K - $255K
3.09K $248K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
434
New
$456.74 - $568.03 $198K - $247K
434 $246K
VTI
Vanguard Total Stock Market Et

ETFs
168
+ 2.67%
$243.75 - $303.93 $41K - $51.1K
6.46K $1.96M
GLW
Corning Inc

Technology
4.58K
New
$39.07 - $52.59 $179K - $241K
4.58K $240K
ENB
Enbridge Inc

Energy
5.26K
New
$41.09 - $47.16 $216K - $248K
5.26K $238K
OKE
Oneok Inc

Energy
2.85K
New
$78.71 - $100.37 $224K - $286K
2.85K $232K
HSIC
Henry Schein Inc

Healthcare
3.14K
New
$62.7 - $73.66 $197K - $231K
3.14K $229K
CNP
Centerpoint Energy Inc

Utilities
6.14K
New
$35.5 - $39.05 $218K - $240K
6.14K $225K
NKE
Nike, Inc.

Consumer Cyclical
3.06K
New
$53.27 - $72.04 $163K - $221K
3.06K $217K
V
Visa Inc.

Financial Services
551
+ 12.01%
$308.27 - $373.31 $170K - $206K
5.14K $1.82M
USB
Us Bancorp \De\

Financial Services
4.69K
New
$36.4 - $45.76 $171K - $215K
4.69K $212K
PGR
Progressive Corp

Financial Services
776
New
$255.27 - $288.74 $198K - $224K
776 $207K
T
At&T Inc.

Communication Services
5.29K
+ 6.91%
$26.33 - $28.94 $139K - $153K
81.9K $2.37M
TSLA
Tesla, Inc.

Consumer Cyclical
288
+ 15.21%
$221.86 - $362.89 $63.9K - $105K
2.18K $693K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.06K
New
$22.3 - $22.57 $202K - $205K
9.06K $203K
Activity Summary
Buys All Purchases 187 New Holdings 39 Increased Positions 148 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Beese Fulmer Investment Management, Inc. Portfolio

Follow Beese Fulmer Investment Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beese Fulmer Investment Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beese Fulmer Investment Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email