Beese Fulmer Investment Management, Inc. Portfolio Holdings
Beese Fulmer Investment Management, Inc.
- $1.3 Billion
- Q2 2025
Beese Fulmer Investment Management, Inc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.3 Billion distributed in 285 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $69.9M, Apple Inc. with a value of $65.3M, Broadcom Inc. with a value of $47.7M, Amazon Com Inc with a value of $39.6M, and Mastercard Inc with a value of $37.7M.
Examining the 13F form we can see an increase of $175M in the current position value, from $1.13B to 1.3B.
Below you can find more details about Beese Fulmer Investment Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.3 Billion
Technology: $275 Million
Financial Services: $205 Million
Industrials: $157 Million
Communication Services: $136 Million
Consumer Cyclical: $136 Million
Consumer Defensive: $107 Million
ETFs: $106 Million
Healthcare: $100 Million
Other: $82.1 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 285
- Current Value $1.3 Billion
- Prior Value $1.13 Billion
- Filing
- Period Q2 2025
- Filing Date August 07, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 39 stocks
- Additional Purchases 148 stocks
- Sold out of 0 stocks
- Reduced holdings in 56 stocks