Beese Fulmer Investment Management, Inc. Incresed Positions in Q2 2025

Beese Fulmer Investment Management, Inc.

  • $1.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
6.14K
+ 4.57%
$354.56 - $497.45 $2.18M - $3.06M
141K $69.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
114K
+ 4219.15%
$82.96 - $110.1 $9.47M - $12.6M
117K $12.9M
AMZN
Amazon Com Inc

Consumer Cyclical
2.71K
+ 1.52%
$167.32 - $223.3 $453K - $604K
181K $39.6M
META
Meta Platforms, Inc.

Communication Services
35
+ 0.1%
$484.66 - $738.09 $17K - $25.8K
35.1K $25.9M
ETN
Eaton Corp PLC

Industrials
4.04K
+ 9.21%
$246.52 - $356.99 $997K - $1.44M
47.9K $17.1M
JPM
Jpmorgan Chase & CO

Financial Services
2.73K
+ 2.98%
$210.28 - $289.91 $574K - $791K
94.1K $27.3M
GS
Goldman Sachs Group Inc

Financial Services
444
+ 1.77%
$462.22 - $707.75 $205K - $314K
25.5K $18.1M
KLAC
Kla Corp

Technology
342
+ 2.0%
$576.53 - $902.94 $197K - $309K
17.5K $15.6M
GOOGL
Alphabet Inc.

Communication Services
2.39K
+ 1.59%
$144.7 - $178.6 $345K - $426K
152K $26.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
19.6K
+ 655.73%
$152.93 - $181.74 $3M - $3.57M
22.6K $4.11M
PM
Philip Morris International Inc.

Consumer Defensive
250
+ 0.22%
$149.23 - $184.95 $37.3K - $46.2K
112K $20.5M
RTX
Raytheon Technologies Corp

Industrials
1.1K
+ 0.63%
$113.75 - $148.48 $125K - $164K
176K $25.7M
NVDA
Nvidia Corp

Technology
670
+ 2.17%
$94.31 - $157.99 $63.2K - $106K
31.6K $4.99M
COST
Costco Wholesale Corp

Consumer Defensive
123
+ 0.41%
$908.13 - $1056.85 $112K - $130K
30.5K $30.2M
CAT
Caterpillar Inc

Industrials
850
+ 5.25%
$273.94 - $388.21 $233K - $330K
17.1K $6.62M
SYK
Stryker Corp

Healthcare
696
+ 1.63%
$337.37 - $395.63 $235K - $275K
43.4K $17.2M
TT
Trane Technologies PLC

Industrials
573
+ 6.07%
$315.21 - $437.41 $181K - $251K
10K $4.38M
DE
Deere & CO

Industrials
1.61K
+ 19.1%
$412.99 - $531.48 $665K - $856K
10K $5.1M
ICE
Intercontinental Exchange, Inc.

Financial Services
412
+ 0.43%
$151.62 - $183.47 $62.5K - $75.6K
96.8K $17.8M
GE
General Electric CO

Industrials
806
+ 5.25%
$166.81 - $257.39 $134K - $207K
16.1K $4.16M
EW
Edwards Lifesciences Corp

Healthcare
3.65K
+ 2.66%
$67.07 - $78.22 $245K - $286K
141K $11M
CMI
Cummins Inc

Industrials
1.28K
+ 3.0%
$267.12 - $336.65 $342K - $431K
43.9K $14.4M
ROK
Rockwell Automation, Inc

Industrials
164
+ 1.26%
$218.97 - $332.17 $35.9K - $54.5K
13.2K $4.38M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
11.5K
+ 7.81%
$77.94 - $79.5 $896K - $914K
159K $12.6M
CRM
Salesforce, Inc.

Technology
2.59K
+ 4.03%
$236.26 - $291.15 $611K - $753K
66.7K $18.2M
PFE
Pfizer Inc

Healthcare
41.4K
+ 70.03%
$21.59 - $24.84 $893K - $1.03M
100K $2.43M
AXP
American Express CO

Financial Services
597
+ 4.09%
$231.39 - $318.98 $138K - $190K
15.2K $4.85M
VIG
Vanguard Dividend Appreciation

ETFs
4.71K
+ 37.31%
N/A
17.3K $3.15M
SPY
Spdr S&P 500 ETF Trust

ETFs
607
+ 7.94%
$496.48 - $617.85 $301K - $375K
8.25K $5.1M
IBM
International Business Machines Corp

Technology
1.11K
+ 10.84%
$221.03 - $294.78 $246K - $328K
11.4K $3.35M
HON
Honeywell International Inc

Industrials
3.23K
+ 187.18%
$182.86 - $232.88 $590K - $752K
4.95K $1.15M
CRWD
Crowd Strike Holdings, Inc.

Technology
12
+ 0.25%
$321.63 - $509.31 $3.86K - $6.11K
4.86K $2.47M
LLY
Eli Lilly & CO

Healthcare
1.1K
+ 51.14%
$713.71 - $898.95 $784K - $988K
3.25K $2.53M
ADBE
Adobe Inc.

Technology
1.62K
+ 7.43%
$340.0 - $420.68 $550K - $680K
23.4K $9.05M
ABT
Abbott Laboratories

Healthcare
2.61K
+ 2.57%
$123.95 - $138.08 $323K - $360K
104K $14.1M
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
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
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
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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