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

Beese Fulmer Investment Management, Inc.

  • $1.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-21.8K
- 94.17%
$274.35 - $599.47 $5.99M - $13.1M
1.35K $421K
COP
Conocophillips

Energy
-420
- 0.41%
$82.66 - $106.1 $34.7K - $44.6K
102K $9.19M
PEP
Pepsico Inc

Consumer Defensive
-1.15K
- 1.73%
$128.02 - $151.37 $147K - $174K
65.3K $8.62M
CB
Chubb LTD

Financial Services
-205
- 0.35%
$274.32 - $302.46 $56.2K - $62K
57.9K $16.8M
BDX
Becton Dickinson & CO

Healthcare
-58
- 0.76%
$165.15 - $226.42 $9.58K - $13.1K
7.56K $1.3M
SLB
Schlumberger Limited

Energy
-741
- 1.53%
$31.95 - $42.2 $23.7K - $31.3K
47.6K $1.61M
BMY
Bristol Myers Squibb CO

Healthcare
-564
- 2.25%
$44.12 - $59.6 $24.9K - $33.6K
24.5K $1.13M
CMCSA
Comcast Corp

Communication Services
-4.96K
- 4.0%
$32.84 - $36.72 $163K - $182K
119K $4.25M
HSY
Hershey CO

Consumer Defensive
-499
- 1.24%
$151.29 - $173.13 $75.5K - $86.4K
39.6K $6.57M
KMPR
Kemper Corp

Financial Services
-2.35K
- 6.32%
$55.12 - $67.26 $129K - $158K
34.8K $2.25M
XLE
Energy Sector Spdr

ETFs
-2.01K
- 27.84%
$76.44 - $94.13 $153K - $189K
5.2K $441K
GIS
General Mills Inc

Consumer Defensive
-1.54K
- 8.55%
$50.37 - $60.97 $77.8K - $94.1K
16.5K $855K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-4K
- 26.76%
$50.52 - $50.92 $202K - $204K
10.9K $557K
BP
Bp PLC

Energy
-1.1K
- 7.36%
$26.11 - $33.81 $28.8K - $37.3K
13.9K $415K
EBC
Eastern Bankshares, Inc.

Financial Services
-800
- 1.39%
$14.18 - $16.5 $11.3K - $13.2K
56.8K $867K
MO
Altria Group, Inc.

Consumer Defensive
-718
- 3.52%
$55.56 - $60.91 $39.9K - $43.7K
19.7K $1.15M
GABC
German American Bancorp, Inc.

Financial Services
-2K
- 15.56%
$34.32 - $39.88 $68.6K - $79.8K
10.9K $417K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.09K
- 21.56%
$39.89 - $49.46 $83.4K - $103K
7.61K $376K
IR
Ingersoll Rand Inc.

Industrials
-4.41K
- 4.36%
$66.75 - $84.94 $294K - $375K
96.6K $8.04M
ZTS
Zoetis Inc.

Healthcare
-104
- 2.82%
$144.41 - $170.3 $15K - $17.7K
3.59K $559K
DUK
Duke Energy Corp

Utilities
-203
- 4.37%
$112.46 - $124.05 $22.8K - $25.2K
4.45K $524K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-6.38K
- 16.02%
$7.69 - $11.46 $49.1K - $73.1K
33.4K $383K
WEC
Wec Energy Group, Inc.

Utilities
-26
- 0.87%
$102.24 - $109.76 $2.66K - $2.85K
2.97K $309K
OEF
Ishares S&P 100 ETF

ETFs
-59
- 4.65%
N/A
1.21K $321K
ADSK
Autodesk, Inc.

Technology
-49
- 1.84%
N/A
2.61K $642K
ESSA
Essa Bancorp, Inc.

Financial Services
-800
- 5.2%
$17.12 - $19.56 $13.7K - $15.6K
14.6K $283K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-50
- 1.04%
$100.04 - $100.54 $5K - $5.03K
4.75K $477K
Kenvue Inc Com
-1.37K
- 8.01%
N/A
15.8K $0
Ge Healthcare Technologies Inc Common Stock
-226
- 4.86%
N/A
4.43K $0
Sound Finl Bancorp Inc Com
-330
- 5.97%
N/A
5.2K $0
Ponce Financial Group Inc.
-632
- 1.39%
N/A
44.9K $0
Corpay Inc Com Shs
-370
- 8.41%
N/A
4.03K $0
Richmond Mut Bancorporation Com
-1.26K
- 3.52%
N/A
34.6K $0
SPGI
S&P Global Inc.

Financial Services
-1
- 0.23%
$438.31 - $527.29 $438 - $527
438 $230K
ST
Sensata Technologies Holding PLC

Technology
-1.94K
- 14.21%
$17.69 - $30.11 $34.2K - $58.3K
11.7K $351K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-150
- 2.65%
$41.45 - $54.46 $6.22K - $8.17K
5.52K $287K
XLI
Industrial Sector Spdr

ETFs
-100
- 3.5%
$116.42 - $147.52 $11.6K - $14.8K
2.75K $406K
TDY
Teledyne Technologies Inc

Technology
-106
- 1.71%
$435.54 - $512.31 $46.2K - $54.3K
6.1K $3.12M
PBT
Permian Basin Royalty Trust

Energy
-1.3K
- 3.91%
$8.81 - $12.46 $11.5K - $16.2K
31.9K $397K
TIGO
Millicom International Cellular Sa

Communication Services
-82
- 0.69%
$26.95 - $38.28 $2.21K - $3.14K
11.8K $442K
LAMR
Lamar Advertising CO

Real Estate
-400
- 2.0%
$102.35 - $121.67 $40.9K - $48.7K
19.6K $2.38M
NSC
Norfolk Southern Corp

Industrials
-157
- 1.49%
$206.34 - $257.46 $32.4K - $40.4K
10.4K $2.66M
SYF
Synchrony Financial

Financial Services
-504
- 3.25%
$43.81 - $66.74 $22.1K - $33.6K
15K $1M
FMNB
Farmers National Banc Corp

Financial Services
-3.75K
- 1.1%
$11.92 - $13.89 $44.7K - $52.1K
338K $4.66M
MCK
Mckesson Corp

Healthcare
-101
- 1.87%
$652.83 - $732.78 $65.9K - $74K
5.29K $3.88M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-19
- 0.22%
$141.37 - $228.57 $2.69K - $4.34K
8.66K $1.96M
EMR
Emerson Electric CO

Industrials
-284
- 1.18%
$94.15 - $133.33 $26.7K - $37.9K
23.7K $3.16M
CIVB
Civista Bancshares, Inc.

Financial Services
-1.3K
- 0.78%
$18.44 - $23.76 $24K - $30.9K
166K $3.85M
MA
Mastercard Inc

Financial Services
-469
- 0.69%
$479.92 - $590.74 $225K - $277K
67K $37.7M
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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