Beese Fulmer Investment Management, Inc. New Holdings in Q1 2025

Beese Fulmer Investment Management, Inc.

  • $1.13 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
23.7K
New
$211.3 - $272.83 $5M - $6.46M
23.7K $6.31M
XLE
Energy Sector Spdr

ETFs
7.21K
New
$85.7 - $93.96 $618K - $677K
7.21K $666K
GABC
German American Bancorp, Inc.

Financial Services
12.9K
New
$37.21 - $41.71 $478K - $536K
12.9K $484K
PHO
Invesco Exchange Traded Fd Tr

ETFs
6.93K
New
$63.77 - $68.75 $442K - $477K
6.93K $445K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
12.7K
New
$24.11 - $28.41 $306K - $360K
12.7K $356K
MTB
M&T Bank Corp

Financial Services
1.74K
New
$170.47 - $201.98 $296K - $351K
1.74K $310K
KKR
Kkr & Co. Inc.

Financial Services
2.47K
New
$108.17 - $167.07 $267K - $412K
2.47K $285K
CVS
Cvs Health Corp

Healthcare
4.07K
New
$44.22 - $68.64 $180K - $280K
4.07K $275K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.67K
New
$34.58 - $45.97 $196K - $261K
5.67K $258K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.21K
New
$180.02 - $208.56 $219K - $253K
1.21K $252K
AZO
Autozone Inc

Consumer Cyclical
62
New
$3193.96 - $3828.11 $198K - $237K
62 $236K
EQT
Eqt Corp

Energy
4.29K
New
$46.16 - $54.25 $198K - $233K
4.29K $229K
PANW
Palo Alto Networks Inc

Technology
1.33K
New
$167.82 - $208.28 $223K - $276K
1.33K $226K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
530
New
$408.78 - $448.82 $217K - $238K
530 $222K
PSX
Phillips 66

Energy
1.78K
New
$113.93 - $131.55 $203K - $235K
1.78K $220K
PBE
Invesco Exchange Traded Fd Tr

ETFs
3.4K
New
$63.44 - $70.44 $216K - $239K
3.4K $218K
NVS
Novartis Ag

Healthcare
1.96K
New
$97.14 - $115.57 $190K - $227K
1.96K $218K
VOT
Vanguard Mid Cap Growth Index

ETFs
887
New
$237.72 - $276.98 $211K - $246K
887 $216K
PR
Permian Resources Corporation

Energy
15.3K
New
$12.33 - $16.0 $189K - $245K
15.3K $210K
CL
Colgate Palmolive CO

Consumer Defensive
2.22K
New
$85.68 - $97.5 $190K - $217K
2.22K $208K
VEA
Vanguard Ftse Developed Market

ETFs
4.04K
New
$47.4 - $52.99 $191K - $214K
4.04K $206K
HWM
Howmet Aerospace Inc.

Industrials
1.57K
New
$110.79 - $139.39 $174K - $218K
1.57K $203K
UBER
Uber Technologies, Inc

Technology
2.79K
New
$63.17 - $81.49 $176K - $227K
2.79K $202K
IOO
Ishares Tr Global 100 ETF

ETFs
2.08K
New
$96.2 - $105.12 $200K - $219K
2.08K $200K
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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