Beese Fulmer Investment Management, Inc. Reduced Holdings in Q3 2025

Beese Fulmer Investment Management, Inc.

  • $1.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-212
- 1.05%
$1147.87 - $1297.18 $243K - $275K
19.9K $23.8M
CRM
Salesforce, Inc.

Technology
-194
- 0.29%
$231.66 - $273.65 $44.9K - $53.1K
66.5K $15.8M
KO
Coca Cola CO

Consumer Defensive
-4.32K
- 2.4%
$65.67 - $71.67 $284K - $310K
175K $11.6M
IR
Ingersoll Rand Inc.

Industrials
-12.3K
- 12.71%
$74.98 - $89.02 $921K - $1.09M
84.4K $6.97M
PG
Procter & Gamble CO

Consumer Defensive
-727
- 0.59%
$150.47 - $161.22 $109K - $117K
123K $18.9M
CMCSA
Comcast Corp

Communication Services
-1.73K
- 1.45%
$31.41 - $36.33 $54.3K - $62.8K
117K $3.68M
CIVB
Civista Bancshares, Inc.

Financial Services
-2.1K
- 1.26%
$19.28 - $25.08 $40.4K - $52.6K
164K $3.33M
AXON
Axon Enterprise, Inc.

Industrials
-44
- 1.07%
$698.02 - $870.97 $30.7K - $38.3K
4.07K $2.92M
KMPR
Kemper Corp

Financial Services
-400
- 1.15%
$48.42 - $64.74 $19.4K - $25.9K
34.4K $1.77M
CRWD
Crowd Strike Holdings, Inc.

Technology
-409
- 8.42%
$412.46 - $514.1 $169K - $210K
4.45K $2.18M
PFE
Pfizer Inc

Healthcare
-15.4K
- 15.35%
$23.29 - $25.88 $359K - $399K
85K $2.17M
MRK
Merck & Co., Inc.

Healthcare
-12.3K
- 7.33%
$77.6 - $87.37 $951K - $1.07M
155K $13M
META
Meta Platforms, Inc.

Communication Services
-135
- 0.39%
$695.21 - $791.73 $93.9K - $107K
34.9K $25.7M
VIG
Vanguard Dividend Appreciation

ETFs
-928
- 5.36%
N/A
16.4K $2.99M
HON
Honeywell International Inc

Industrials
-267
- 5.39%
$207.7 - $240.4 $55.5K - $64.2K
4.68K $985K
UPS
United Parcel Service Inc

Industrials
-93
- 1.04%
$82.58 - $105.54 $7.68K - $9.82K
8.83K $737K
IBM
International Business Machines Corp

Technology
-17
- 0.15%
$234.77 - $292.47 $3.99K - $4.97K
11.4K $3.21M
ST
Sensata Technologies Holding PLC

Technology
-4.88K
- 41.73%
$29.37 - $33.52 $143K - $163K
6.81K $207K
GIS
General Mills Inc

Consumer Defensive
-1.9K
- 11.51%
$48.44 - $53.83 $92K - $102K
14.6K $736K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-124
- 0.55%
$60.9 - $70.75 $7.55K - $8.77K
22.3K $1.39M
APD
Air Products & Chemicals, Inc.

Basic Materials
-63
- 0.6%
$265.78 - $299.3 $16.7K - $18.9K
10.4K $2.85M
SHW
Sherwin Williams CO

Basic Materials
-435
- 3.49%
$330.88 - $375.23 $144K - $163K
12K $4.17M
VZ
Verizon Communications Inc

Communication Services
-3.24K
- 7.8%
$40.84 - $45.06 $132K - $146K
38.4K $1.69M
T
At&T Inc.

Communication Services
-1.71K
- 2.09%
$26.94 - $29.62 $46.1K - $50.7K
80.2K $2.26M
MSTR
Microstrategy Inc

Technology
-17
- 1.4%
$300.7 - $455.9 $5.11K - $7.75K
1.2K $385K
NOW
Service Now, Inc.

Technology
-52
- 10.92%
$850.86 - $1044.69 $44.2K - $54.3K
424 $390K
IWM
Ishares Russell 2000 ETF

ETFs
-653
- 26.25%
$214.92 - $244.84 $140K - $160K
1.84K $443K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.37K
- 13.19%
$87.29 - $93.61 $120K - $128K
9.02K $842K
IEMG
Ishares Inc

ETFs
-1.58K
- 23.47%
N/A
5.16K $276K
ACN
Accenture PLC

Technology
-17
- 1.36%
$232.56 - $304.78 $3.95K - $5.18K
1.24K $305K
BMY
Bristol Myers Squibb CO

Healthcare
-828
- 3.39%
$43.31 - $48.98 $35.9K - $40.6K
23.6K $1.07M
ADSK
Autodesk, Inc.

Technology
-240
- 9.18%
N/A
2.37K $583K
EMR
Emerson Electric CO

Industrials
-39
- 0.16%
$128.6 - $149.63 $5.02K - $5.84K
23.7K $3.11M
TGT
Target Corp

Consumer Defensive
-278
- 7.86%
$86.56 - $107.43 $24.1K - $29.9K
3.26K $292K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-490
- 10.32%
$100.16 - $100.7 $49.1K - $49.3K
4.26K $428K
WFC
Wells Fargo & Company

Financial Services
-1.7K
- 6.53%
$77.05 - $85.16 $131K - $145K
24.4K $2.04M
SBUX
Starbucks Corp

Consumer Cyclical
-90
- 1.74%
$81.9 - $96.86 $7.37K - $8.72K
5.09K $430K
LOAN
Manhattan Bridge Capital, Inc

Real Estate
-8.36K
- 6.82%
$5.28 - $5.81 $44.1K - $48.5K
114K $627K
INTU
Intuit Inc

Technology
-4
- 1.18%
$646.03 - $807.39 $2.58K - $3.23K
334 $228K
HTBI
Home Trust Bancshares, Inc.

Financial Services
-1.1K
- 16.18%
N/A
5.7K $193K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-13
- 0.25%
$65.64 - $78.22 $853 - $1.02K
5.09K $341K
DRI
Darden Restaurants Inc

Consumer Cyclical
-15
- 1.24%
$184.73 - $220.27 $2.77K - $3.3K
1.2K $228K
NEE
Nextera Energy Inc

Utilities
-1K
- 13.81%
$69.77 - $77.54 $69.9K - $77.7K
6.26K $472K
WM
Waste Management Inc

Industrials
-26
- 1.26%
$213.88 - $237.1 $5.56K - $6.16K
2.04K $450K
ELS
Equity Lifestyle Properties Inc

Real Estate
-175
- 2.19%
$58.43 - $62.12 $10.2K - $10.9K
7.82K $474K
KMB
Kimberly Clark Corp

Consumer Defensive
-22
- 0.88%
$121.72 - $136.77 $2.68K - $3.01K
2.49K $308K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-395
- 0.6%
$50.82 - $51.09 $20.1K - $20.2K
65.9K $3.37M
NUE
Nucor Corp

Basic Materials
-189
- 9.58%
$133.3 - $150.33 $25.2K - $28.4K
1.78K $241K
IWR
Ishares Russell Mid Cap ETF

ETFs
-534
- 6.11%
$92.26 - $97.51 $49.3K - $52.1K
8.21K $792K
Activity Summary
Buys All Purchases 115 New Holdings 12 Increased Positions 103 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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