Beese Fulmer Investment Management, Inc. Portfolio Holdings

Beese Fulmer Investment Management, Inc.

  • $1.14 Billion
  • Q4 2024

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44T
$77.4 Million 6.8% of portfolio
308,927
Q4 2024 Reduced 0.58%
$2.88T
$55.8 Million 4.9% of portfolio
132,356
Q4 2024 Added 0.26%
$77.2B
$41 Million 3.6% of portfolio
176,637
Q4 2024 Reduced 1.55%
$1.99T
$38.8 Million 3.41% of portfolio
177,038
Q4 2024 Added 0.45%
$512B
$35.7 Million 3.13% of portfolio
67,719
Q4 2024 Reduced 1.2%
$396B
$28.2 Million 2.48% of portfolio
30,801
Q4 2024 Reduced 0.92%
$972B
$27.9 Million 2.45% of portfolio
147,449
Q4 2024 Added 1.13%
$688B
$26.4 Million 2.32% of portfolio
58,167
Q4 2024 Added 0.39%
$1T
$25.2 Million 2.21% of portfolio
132,147
Q4 2024 Reduced 0.61%
$84.3B
$24.2 Million 2.13% of portfolio
20,404
Q4 2024 Reduced 0.63%
$701B
$21.8 Million 1.92% of portfolio
90,958
Q4 2024 Reduced 1.24%
$279B
$21.3 Million 1.88% of portfolio
63,840
Q4 2024 Reduced 0.63%
$483B
$20.6 Million 1.81% of portfolio
191,478
Q4 2024 Added 0.48%
$135B
$20.5 Million 1.8% of portfolio
169,353
Q4 2024 Reduced 0.05%
$1.32T
$20.4 Million 1.8% of portfolio
34,652
Q4 2024 Added 0.43%
$198B
$20.3 Million 1.79% of portfolio
175,590
Q4 2024 Added 0.35%
$426B
$18.2 Million 1.6% of portfolio
125,953
Q4 2024 Added 0.69%
$423B
$17.9 Million 1.58% of portfolio
20,123
Q4 2024 Reduced 0.08%
$240B
$16.1 Million 1.41% of portfolio
161,843
Q4 2024 Added 0.79%
$122B
$15.9 Million 1.4% of portfolio
57,551
Q4 2024 Added 0.72%
$142B
$15.3 Million 1.34% of portfolio
42,417
Q4 2024 Added 0.53%
$226B
$14.9 Million 1.31% of portfolio
51,411
Q4 2024 Reduced 0.29%
$45.9B
$14.8 Million 1.3% of portfolio
42,401
Q4 2024 Reduced 1.01%
$98.1B
$14.5 Million 1.27% of portfolio
96,985
Q4 2024 Reduced 0.1%
$192B
$14.4 Million 1.26% of portfolio
25,101
Q4 2024 Reduced 0.22%
$178B
$14.2 Million 1.25% of portfolio
164,868
Q4 2024 Added 0.77%
$180B
$14.2 Million 1.24% of portfolio
127,221
Q4 2024 Added 0.5%
$323B
$14 Million 1.23% of portfolio
96,619
Q4 2024 Reduced 0.2%
$118B
$13.5 Million 1.18% of portfolio
40,608
Q4 2024 Added 1.62%
$236B
$13.5 Million 1.18% of portfolio
112,022
Q4 2024 Added 1.32%
$364B
$11.8 Million 1.04% of portfolio
30,365
Q4 2024 Reduced 2.29%
$478B
$11.8 Million 1.03% of portfolio
23,271
Q4 2024 Added 2.25%
$301B
$11.3 Million 1.0% of portfolio
182,279
Q4 2024 Reduced 3.58%
$25.6B
$11.3 Million 1.0% of portfolio
98,426
Q4 2024 Added 0.56%
$161B
$10.9 Million 0.95% of portfolio
289,309
Q4 2024 Reduced 2.62%
$177B
$10.8 Million 0.95% of portfolio
55,713
Q4 2024 Added 0.76%
$222B
$10.7 Million 0.94% of portfolio
94,971
Q4 2024 Reduced 0.44%
$102B
$10.6 Million 0.93% of portfolio
16,799
Q4 2024 Reduced 12.46%
$0
$10.5 Million 0.92% of portfolio
134,463
Q4 2024 Added 16.13%
$144B
$10.3 Million 0.91% of portfolio
45,315
Q4 2024 Reduced 0.33%
$130B
$10.3 Million 0.9% of portfolio
103,607
Q4 2024 Reduced 0.05%
$203B
$10.2 Million 0.89% of portfolio
66,834
Q4 2024 Reduced 1.85%
$43.9B
$10 Million 0.88% of portfolio
135,737
Q4 2024 Reduced 3.06%
$140B
$9.93 Million 0.87% of portfolio
40,246
Q4 2024 Reduced 0.32%
$81.3B
$9.22 Million 0.81% of portfolio
25,663
Q4 2024 Added 1.62%
$181B
$9.21 Million 0.81% of portfolio
20,711
Q4 2024 Added 3.45%
$32.9B
$8.68 Million 0.76% of portfolio
95,925
Q4 2024 Added 1.2%
$45.6B
$8.12 Million 0.71% of portfolio
58,068
Q4 2024 Added 2.18%
$24.2B
$6.85 Million 0.6% of portfolio
40,429
Q4 2024 Reduced 3.29%

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $1.14 Billion
  • Prior Value $1.14 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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