Beese Fulmer Investment Management, Inc. New Holdings in Q2 2025

Beese Fulmer Investment Management, Inc.

  • $1.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
63.9K
New
$168.34 - $195.42 $10.8M - $12.5M
63.9K $12.5M
BAH
Booz Allen Hamilton Holding Corp

Industrials
85K
New
$99.97 - $129.69 $8.5M - $11M
85K $8.85M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
56K
New
$90.56 - $109.49 $5.07M - $6.13M
56K $6.12M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
85.5K
New
$51.16 - $62.02 $4.37M - $5.3M
85.5K $5.3M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
135K
New
$25.04 - $25.18 $3.38M - $3.4M
135K $3.4M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
66.3K
New
$50.1 - $51.02 $3.32M - $3.38M
66.3K $3.38M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
142K
New
N/A
142K $3.38M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
137K
New
$23.96 - $24.27 $3.29M - $3.33M
137K $3.33M
IEFA
Ishares Tr

ETFs
39.4K
New
$67.83 - $84.09 $2.67M - $3.31M
39.4K $3.29M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
128K
New
$24.94 - $25.42 $3.2M - $3.26M
128K $3.26M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7.91K
New
$114.78 - $133.31 $908K - $1.06M
7.91K $1.06M
VO
Vanguard Mid Cap ETF

ETFs
2.5K
New
$228.54 - $279.83 $571K - $699K
2.5K $699K
IBDV
Ishares Tr

Technology
28.1K
New
$21.28 - $21.98 $599K - $619K
28.1K $618K
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
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
15.7K
New
$16.06 - $32.77 $251K - $513K
15.7K $470K
APP
App Lovin Corp

Technology
1.33K
New
$219.37 - $417.89 $291K - $555K
1.33K $464K
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
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
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
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
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
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.06K
New
$22.3 - $22.57 $202K - $205K
9.06K $203K
Ishares Bitcoin Trust ETF
4.91K
New
N/A
4.91K $0
Fidelity Wise Origin Bitcoin Fund
3.18K
New
N/A
3.18K $0
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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