Beese Fulmer Investment Management, Inc. Incresed Positions in Q1 2025

Beese Fulmer Investment Management, Inc.

  • $1.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
238
+ 21.06%
$369.1 - $427.61 $87.8K - $102K
1.37K $506K
AFL
Aflac Inc

Financial Services
147
+ 4.17%
$100.99 - $111.19 $14.8K - $16.3K
3.67K $407K
QUAL
Ishares Msci Usa Quality Facto

ETFs
317
+ 17.61%
$168.16 - $186.21 $53.3K - $59K
2.12K $359K
CINF
Cincinnati Financial Corp

Financial Services
180
+ 6.41%
$133.67 - $147.81 $24.1K - $26.6K
2.99K $441K
MDT
Medtronic PLC

Healthcare
54
+ 1.61%
$79.84 - $94.5 $4.31K - $5.1K
3.41K $306K
IVW
Ishares S&P 500 Growth ETF

ETFs
573
+ 26.88%
$92.45 - $106.69 $53K - $61.1K
2.71K $250K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
439
+ 4.74%
$42.5 - $46.71 $18.7K - $20.5K
9.7K $439K
ISRG
Intuitive Surgical Inc

Healthcare
152
+ 9.51%
$476.63 - $610.45 $72.4K - $92.8K
1.75K $866K
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
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
Arista Networks Inc Com Shs
2.76K
+ 2.03%
N/A
139K $0
Ge Vernova Inc Com
80
+ 2.23%
N/A
3.67K $0
Linde PLC Shs
104
+ 0.34%
N/A
30.4K $0
Kenvue Inc Com
354
+ 2.11%
N/A
17.2K $0
TMST
Timken Steel Corp

Basic Materials
19
+ 0.12%
N/A
15.7K $337K
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
TFC
Truist Financial Corp

Financial Services
309
+ 1.9%
$39.48 - $48.15 $12.2K - $14.9K
16.6K $682K
LMT
Lockheed Martin Corp

Industrials
45
+ 3.89%
$423.19 - $506.29 $19K - $22.8K
1.2K $536K
PNC
Pnc Financial Services Group, Inc.

Financial Services
182
+ 4.08%
$168.84 - $202.89 $30.7K - $36.9K
4.65K $816K
KEY
Keycorp

Financial Services
90
+ 0.19%
$15.15 - $18.3 $1.36K - $1.65K
48.6K $777K
TGT
Target Corp

Consumer Defensive
204
+ 7.88%
$103.65 - $142.5 $21.1K - $29.1K
2.79K $291K
NOW
Service Now, Inc.

Technology
21
+ 4.84%
$783.83 - $1170.39 $16.5K - $24.6K
455 $362K
EW
Edwards Lifesciences Corp

Healthcare
1.28K
+ 0.94%
$67.95 - $76.19 $87K - $97.6K
137K $9.93M
DHI
Horton D R Inc

Consumer Cyclical
4.44K
+ 7.65%
$125.29 - $147.65 $557K - $656K
62.5K $7.95M
ORCL
Oracle Corp

Technology
83
+ 1.13%
$139.81 - $186.47 $11.6K - $15.5K
7.45K $1.04M
TSLA
Tesla, Inc.

Consumer Cyclical
154
+ 8.85%
$222.15 - $428.22 $34.2K - $65.9K
1.89K $490K
AXON
Axon Enterprise, Inc.

Industrials
96
+ 2.36%
$496.65 - $710.01 $47.7K - $68.2K
4.16K $2.19M
META
Meta Platforms, Inc.

Communication Services
377
+ 1.09%
$576.36 - $736.67 $217K - $278K
35K $20.2M
IR
Ingersoll Rand Inc.

Industrials
5.13K
+ 5.35%
$79.44 - $94.23 $408K - $483K
101K $8.09M
HD
Home Depot, Inc.

Consumer Cyclical
244
+ 0.8%
$347.25 - $424.87 $84.7K - $104K
30.6K $11.2M
NVDA
Nvidia Corp

Technology
169
+ 0.55%
$106.98 - $149.43 $18.1K - $25.3K
30.9K $3.35M
ADBE
Adobe Inc.

Technology
1.06K
+ 5.1%
$377.84 - $464.11 $399K - $490K
21.8K $8.35M
CMI
Cummins Inc

Industrials
266
+ 0.63%
$312.92 - $386.07 $83.2K - $103K
42.7K $13.4M
DIS
Walt Disney CO

Communication Services
2.02K
+ 1.59%
$96.87 - $114.0 $196K - $230K
129K $12.8M
MRK
Merck & Co., Inc.

Healthcare
920
+ 0.57%
$83.01 - $101.02 $76.4K - $92.9K
163K $14.6M
ETN
Eaton Corp PLC

Industrials
3.29K
+ 8.11%
$271.83 - $371.23 $895K - $1.22M
43.9K $11.9M
NVO
Novo Nordisk A S

Healthcare
670
+ 0.41%
$69.3 - $90.95 $46.4K - $60.9K
166K $11.5M
CRM
Salesforce, Inc.

Technology
286
+ 0.45%
$268.36 - $359.95 $76.8K - $103K
64.1K $17.2M
GOOGL
Alphabet Inc.

Communication Services
2.63K
+ 1.79%
$154.33 - $206.19 $407K - $543K
150K $23.2M
AMZN
Amazon Com Inc

Consumer Cyclical
817
+ 0.46%
$190.26 - $242.06 $155K - $198K
178K $33.8M
MSFT
Microsoft Corp

Technology
2.07K
+ 1.56%
$375.39 - $447.2 $776K - $924K
134K $50.5M
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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