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
GD
General Dynamics Corp

Industrials
340
+ 7.03%
$247.68 - $291.66 $84.2K - $99.2K
5.18K $1.51M
VUG
Vanguard Growth ETF

ETFs
214
+ 15.64%
$329.49 - $438.4 $70.5K - $93.8K
1.58K $693K
PR
Permian Resources Corporation

Energy
13.8K
+ 90.18%
$10.36 - $14.93 $143K - $206K
29.1K $396K
IWF
Ishares Russell 1000 Gr ETF

ETFs
114
+ 5.83%
$320.42 - $424.58 $36.5K - $48.4K
2.07K $878K
ISRG
Intuitive Surgical Inc

Healthcare
140
+ 8.0%
$451.58 - $565.94 $63.2K - $79.2K
1.89K $1.03M
MMM
3 M CO

Industrials
935
+ 27.91%
$126.09 - $154.15 $118K - $144K
4.29K $652K
ACN
Accenture PLC

Technology
551
+ 78.38%
$279.23 - $323.21 $154K - $178K
1.25K $374K
TKR
Timken CO

Industrials
1.9K
+ 12.56%
$57.34 - $74.03 $109K - $141K
17K $1.23M
MELI
Mercadolibre Inc

Consumer Cyclical
6
+ 3.02%
$1794.73 - $2613.63 $10.8K - $15.7K
205 $535K
TMO
Thermo Fisher Scientific Inc.

Healthcare
467
+ 98.94%
$390.26 - $489.06 $182K - $228K
939 $380K
TXN
Texas Instruments Inc

Technology
717
+ 12.52%
N/A
6.45K $1.25M
NOW
Service Now, Inc.

Technology
21
+ 4.62%
$721.65 - $1040.18 $15.2K - $21.8K
476 $489K
PANW
Palo Alto Networks Inc

Technology
360
+ 27.15%
$152.44 - $204.64 $54.9K - $73.7K
1.69K $345K
BAC
Bank Of America Corp

Financial Services
1.41K
+ 16.27%
$34.39 - $47.46 $48.3K - $66.7K
10K $474K
LMT
Lockheed Martin Corp

Industrials
196
+ 16.31%
$430.82 - $486.45 $84.4K - $95.3K
1.4K $647K
COF
Capital One Financial Corp

Financial Services
209
+ 10.86%
$150.57 - $212.76 $31.5K - $44.5K
2.13K $454K
GLD
Spdr Gold Trust

ETFs
16
+ 0.26%
$273.71 - $316.29 $4.38K - $5.06K
6.08K $1.85M
KEY
Keycorp

Financial Services
2.09K
+ 4.3%
$13.23 - $17.42 $27.7K - $36.4K
50.7K $883K
GILD
Gilead Sciences, Inc.

Healthcare
967
+ 41.84%
$96.91 - $113.0 $93.7K - $109K
3.28K $363K
AFL
Aflac Inc

Financial Services
1.14K
+ 31.07%
$99.77 - $112.45 $114K - $128K
4.81K $507K
NVS
Novartis Ag

Healthcare
630
+ 32.14%
$101.96 - $121.01 $64.2K - $76.2K
2.59K $313K
WM
Waste Management Inc

Industrials
429
+ 26.24%
$216.47 - $242.1 $92.9K - $104K
2.06K $472K
FITB
Fifth Third Bancorp

Financial Services
594
+ 1.65%
$33.32 - $41.51 $19.8K - $24.7K
36.5K $1.5M
NOC
Northrop Grumman Corp

Industrials
422
+ 3.98%
$456.3 - $540.39 $193K - $228K
11K $5.51M
KKR
Kkr & Co. Inc.

Financial Services
300
+ 12.16%
$92.79 - $134.29 $27.8K - $40.3K
2.77K $368K
TFC
Truist Financial Corp

Financial Services
1.11K
+ 6.71%
$34.79 - $42.99 $38.7K - $47.8K
17.7K $760K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.26K
+ 5.95%
$63.54 - $68.5 $79.9K - $86.1K
22.4K $1.51M
VTV
Vanguard Value ETF

ETFs
246
+ 4.65%
$153.67 - $176.74 $37.8K - $43.5K
5.54K $978K
UL
Unilever PLC

Consumer Defensive
999
+ 14.82%
$57.9 - $65.43 $57.8K - $65.4K
7.74K $473K
INTC
Intel Corp

Technology
3.36K
+ 16.6%
$18.13 - $22.69 $61K - $76.3K
23.6K $529K
CL
Colgate Palmolive CO

Consumer Defensive
799
+ 35.94%
$87.57 - $96.0 $70K - $76.7K
3.02K $274K
WMB
Williams Companies, Inc.

Energy
382
+ 2.91%
$54.33 - $62.87 $20.8K - $24K
13.5K $849K
PNC
Pnc Financial Services Group, Inc.

Financial Services
52
+ 1.12%
$149.76 - $186.42 $7.79K - $9.69K
4.7K $876K
TGT
Target Corp

Consumer Defensive
742
+ 26.56%
$88.76 - $105.77 $65.9K - $78.5K
3.54K $348K
PYPL
Pay Pal Holdings, Inc.

Financial Services
95
+ 1.9%
$57.41 - $74.81 $5.45K - $7.11K
5.1K $379K
PHO
Invesco Exchange Traded Fd Tr

ETFs
179
+ 2.58%
$58.13 - $69.92 $10.4K - $12.5K
7.11K $497K
CME
Cme Group Inc.

Financial Services
133
+ 10.73%
$252.37 - $290.71 $33.6K - $38.7K
1.37K $378K
TMST
Timken Steel Corp

Basic Materials
2.29K
+ 14.56%
N/A
18K $387K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
287
+ 5.67%
$45.98 - $56.15 $13.2K - $16.1K
5.35K $300K
FE
Firstenergy Corp

Utilities
1.15K
+ 11.86%
$38.31 - $43.17 $43.9K - $49.4K
10.8K $434K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
300
+ 16.71%
$121.58 - $136.74 $36.5K - $41K
2.1K $284K
D
Dominion Energy, Inc

Utilities
497
+ 1.47%
$49.66 - $58.0 $24.7K - $28.8K
34.4K $1.94M
VEA
Vanguard Ftse Developed Market

ETFs
343
+ 8.49%
$45.65 - $57.01 $15.7K - $19.6K
4.38K $249K
MDT
Medtronic PLC

Healthcare
599
+ 17.56%
$80.68 - $88.86 $48.3K - $53.2K
4.01K $349K
AMGN
Amgen Inc

Healthcare
603
+ 15.43%
$262.28 - $309.85 $158K - $187K
4.51K $1.26M
QUAL
Ishares Msci Usa Quality Facto

ETFs
62
+ 2.93%
$152.42 - $182.82 $9.45K - $11.3K
2.18K $398K
KMI
Kinder Morgan, Inc.

Energy
323
+ 1.13%
$25.21 - $29.4 $8.14K - $9.5K
28.9K $850K
MTB
M&T Bank Corp

Financial Services
14
+ 0.81%
$156.58 - $193.99 $2.19K - $2.72K
1.75K $339K
UNP
Union Pacific Corp

Industrials
1.35K
+ 2.94%
$208.27 - $238.46 $280K - $321K
47.2K $10.9M
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
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