Beese Fulmer Investment Management, Inc. Portfolio Holdings
Beese Fulmer Investment Management, Inc.
- $1.14 Billion
- Q3 2024
Beese Fulmer Investment Management, Inc. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 233 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $72.4M, Microsoft Corp with a value of $56.8M, Mastercard Inc with a value of $33.8M, Amazon Com Inc with a value of $32.8M, and Broadcom Inc. with a value of $31M.
Examining the 13F form we can see an increase of $62.5M in the current position value, from $1.08B to 1.14B.
Below you can find more details about Beese Fulmer Investment Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.14 Billion
Technology: $257 Million
Financial Services: $176 Million
Consumer Cyclical: $129 Million
Industrials: $129 Million
Healthcare: $126 Million
Communication Services: $110 Million
Consumer Defensive: $104 Million
Energy: $60.6 Million
Other: $51.7 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 233
- Current Value $1.14 Billion
- Prior Value $1.08 Billion
- Filing
- Period Q3 2024
- Filing Date October 22, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 13 stocks
- Additional Purchases 54 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks