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
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
D
Dominion Energy, Inc

Utilities
497
+ 1.47%
$49.66 - $58.0 $24.7K - $28.8K
34.4K $1.94M
MDT
Medtronic PLC

Healthcare
599
+ 17.56%
$80.68 - $88.86 $48.3K - $53.2K
4.01K $349K
VEA
Vanguard Ftse Developed Market

ETFs
343
+ 8.49%
$45.65 - $57.01 $15.7K - $19.6K
4.38K $249K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
300
+ 16.71%
$121.58 - $136.74 $36.5K - $41K
2.1K $284K
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
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
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
21
+ 3.96%
$376.48 - $440.65 $7.91K - $9.25K
551 $242K
XLU
Utilities Sector Spdr

ETFs
88
+ 2.86%
$73.09 - $82.77 $6.43K - $7.28K
3.17K $258K
DGRO
Ishares Core Dividend Growth E

ETFs
9
+ 0.2%
$55.22 - $63.94 $497 - $575
4.6K $294K
CVS
Cvs Health Corp

Healthcare
100
+ 2.46%
$60.04 - $70.18 $6K - $7.02K
4.17K $287K
VZ
Verizon Communications Inc

Communication Services
2.14K
+ 5.42%
$41.67 - $45.62 $89K - $97.5K
41.6K $1.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
487
+ 4.86%
$248.61 - $294.96 $121K - $144K
10.5K $2.96M
AEP
American Electric Power CO Inc

Utilities
872
+ 5.52%
$98.59 - $109.11 $86K - $95.1K
16.7K $1.73M
SO
Southern CO

Utilities
52
+ 1.06%
$84.91 - $92.56 $4.42K - $4.81K
4.94K $453K
NEE
Nextera Energy Inc

Utilities
206
+ 2.92%
$64.11 - $75.0 $13.2K - $15.5K
7.26K $503K
K
Kellogg CO

Consumer Defensive
144
+ 4.88%
$77.85 - $82.88 $11.2K - $11.9K
3.09K $246K
TSCO
Tractor Supply CO

Consumer Cyclical
365
+ 4.91%
$47.86 - $55.77 $17.5K - $20.4K
7.81K $411K
Linde PLC Shs
218
+ 0.72%
N/A
30.6K $0
Ge Vernova Inc Com
461
+ 12.57%
N/A
4.13K $0
Arista Networks Inc Com Shs
3.93K
+ 2.82%
N/A
143K $0
ROP
Roper Technologies Inc

Industrials
5
+ 0.45%
$519.19 - $590.78 $2.6K - $2.95K
1.12K $633K
SBUX
Starbucks Corp

Consumer Cyclical
16
+ 0.31%
$79.69 - $99.41 $1.28K - $1.59K
5.18K $474K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
1.69K
+ 1.4%
$4.85 - $5.95 $8.2K - $10.1K
122K $670K
SHEL
Shell PLC

Energy
114
+ 0.58%
$59.75 - $73.05 $6.81K - $8.33K
19.9K $1.4M
UPS
United Parcel Service Inc

Industrials
280
+ 3.24%
$91.92 - $110.2 $25.7K - $30.9K
8.93K $900K
FDX
Fedex Corp

Industrials
285
+ 3.67%
$198.07 - $245.17 $56.4K - $69.9K
8.05K $1.83M
KO
Coca Cola CO

Consumer Defensive
76
+ 0.04%
$68.37 - $73.9 $5.2K - $5.62K
180K $12.7M
SJM
J M Smucker CO

Consumer Defensive
522
+ 3.9%
$94.41 - $118.52 $49.3K - $61.9K
13.9K $1.36M
LOW
Lowes Companies Inc

Consumer Cyclical
790
+ 1.98%
$210.83 - $235.28 $167K - $186K
40.7K $9.03M
EOG
Eog Resources Inc

Energy
1.4K
+ 2.59%
$104.61 - $129.97 $146K - $181K
55.3K $6.62M
ABBV
Abb Vie Inc.

Healthcare
2.81K
+ 8.01%
$170.16 - $206.27 $478K - $580K
37.9K $7.04M
MCD
Mcdonalds Corp

Consumer Cyclical
861
+ 1.64%
$285.55 - $321.23 $246K - $277K
53.2K $15.5M
PG
Procter & Gamble CO

Consumer Defensive
2.75K
+ 2.28%
$157.66 - $172.39 $434K - $475K
124K $19.7M
AON
Aon PLC

Financial Services
457
+ 1.74%
$335.85 - $398.81 $153K - $182K
26.7K $9.53M
JNJ
Johnson & Johnson

Healthcare
3.54K
+ 2.75%
$146.36 - $159.82 $518K - $566K
132K $20.2M
MRK
Merck & Co., Inc.

Healthcare
4.38K
+ 2.69%
$73.47 - $87.12 $321K - $381K
167K $13.2M
XOM
Exxon Mobil Corp

Energy
4.96K
+ 2.53%
$99.93 - $119.04 $496K - $590K
201K $21.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.24K
+ 2.16%
$483.48 - $539.8 $601K - $672K
58.8K $28.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
277K
+ 1382.9%
$87.84 - $1441.89 $24.3M - $400M
297K $26.8M
CVX
Chevron Corp

Energy
1.87K
+ 1.89%
$133.73 - $168.51 $249K - $314K
101K $14.4M
AAPL
Apple Inc.

Technology
8.08K
+ 2.6%
$172.42 - $223.89 $1.39M - $1.81M
318K $65.3M
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