Beese Fulmer Investment Management, Inc. has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.14 Billion distributed in 228 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $77.4M, Microsoft Corp with a value of $55.8M, Broadcom Inc. with a value of $41M, Amazon Com Inc with a value of $38.8M, and Mastercard Inc with a value of $35.7M.
Examining the 13F form we can see an decrease of $3.96M in the current position value, from $1.14B 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: $183 Million
Consumer Cyclical: $130 Million
Industrials: $127 Million
Communication Services: $121 Million
Healthcare: $115 Million
Consumer Defensive: $97.9 Million
Energy: $57.4 Million
Other: $50.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
