Beese Fulmer Investment Management, Inc. Portfolio Holdings
Beese Fulmer Investment Management, Inc.
- $1.13 Billion
- Q1 2025
Beese Fulmer Investment Management, Inc. has filed its 13F form on April 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 252 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $68.9M, Microsoft Corp with a value of $50.5M, Mastercard Inc with a value of $37M, Amazon Com Inc with a value of $33.8M, and Berkshire Hathaway Inc Class B with a value of $30.2M.
Examining the 13F form we can see an decrease of $8.26M in the current position value, from $1.14B to 1.13B.
Below you can find more details about Beese Fulmer Investment Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.13 Billion
Technology: $222 Million
Financial Services: $193 Million
Consumer Cyclical: $131 Million
Industrials: $126 Million
Healthcare: $121 Million
Communication Services: $112 Million
Consumer Defensive: $105 Million
Energy: $64.8 Million
Other: $55.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 252
- Current Value $1.13 Billion
- Prior Value $1.14 Billion
- Filing
- Period Q1 2025
- Filing Date April 08, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 25 stocks
- Additional Purchases 101 stocks
- Sold out of 0 stocks
- Reduced holdings in 71 stocks