Beese Fulmer Investment Management, Inc. has filed its 13F form on July 03, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.08 Billion distributed in 223 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $66.2M, Microsoft Corp with a value of $58.8M, Amazon Com Inc with a value of $33.6M, Mastercard Inc with a value of $30.5M, and Broadcom Inc. with a value of $28.4M.
Examining the 13F form we can see an increase of $36.8M in the current position value, from $1.04B to 1.08B.
Below you can find more details about Beese Fulmer Investment Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.08 Billion
Technology: $236 Million
Financial Services: $156 Million
Healthcare: $134 Million
Industrials: $120 Million
Consumer Cyclical: $117 Million
Communication Services: $110 Million
Consumer Defensive: $97.6 Million
Energy: $62.7 Million
Other: $45.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions