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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$442B
$6.39 Million 0.57% of portfolio
8
Q1 2023 Reduced 20.0%
$295B
$6.31 Million 0.56% of portfolio
23,676
Q1 2025 New
$75.2B
$5.43 Million 0.48% of portfolio
10,597
Q1 2025 Reduced 0.18%
$189B
$5.34 Million 0.47% of portfolio
16,204
Q1 2025 Reduced 0.03%
$17.7B
$4.55 Million 0.4% of portfolio
14,335
Q1 2025 Reduced 2.87%
$157B
$4.57 Million 0.4% of portfolio
123,924
Q1 2025 Reduced 57.17%
$93.5B
$4.53 Million 0.4% of portfolio
12,959
Q1 2025 Reduced 1.0%
$444M
$4.44 Million 0.39% of portfolio
341,891
Q1 2025 Reduced 2.34%
$131B
$4.45 Million 0.39% of portfolio
14,556
Q1 2025 Reduced 0.02%
$0
$4.28 Million 0.38% of portfolio
7,646
Q1 2025 Added 17.27%
$156B
$3.96 Million 0.35% of portfolio
8,429
Q1 2025 Reduced 9.65%
$224B
$3.93 Million 0.35% of portfolio
14,605
Q1 2025 Reduced 1.36%
$101B
$3.63 Million 0.32% of portfolio
5,390
Q1 2025 Reduced 4.18%
$359B
$3.35 Million 0.3% of portfolio
30,941
Q1 2025 Added 0.55%
$37.5B
$3.36 Million 0.3% of portfolio
13,009
Q1 2025 Reduced 0.46%
$338M
$3.26 Million 0.29% of portfolio
167,384
Q1 2025 Reduced 5.26%
$97.7B
$3.18 Million 0.28% of portfolio
9,442
Q1 2025 Reduced 0.53%
$23.5B
$3.09 Million 0.27% of portfolio
6,204
Q1 2025 Reduced 1.77%
$264B
$3.07 Million 0.27% of portfolio
15,339
Q1 2025 Added 1.59%
$62.5B
$2.96 Million 0.26% of portfolio
10,022
Q1 2025 Reduced 0.09%
$77.7B
$2.86 Million 0.25% of portfolio
2,066
Q1 2025 Added 2.18%
$26.1B
$2.82 Million 0.25% of portfolio
1,507
Q2 2024 Reduced 5.64%
$248B
$2.55 Million 0.23% of portfolio
10,265
Q1 2025 Reduced 1.2%
$60.3B
$2.57 Million 0.23% of portfolio
67,866
Q1 2025 Added 3.12%
$75.1B
$2.63 Million 0.23% of portfolio
24,022
Q1 2025 Reduced 2.61%
$179B
$2.44 Million 0.22% of portfolio
15,893
Q1 2025 Added 0.13%
$58.6B
$2.5 Million 0.22% of portfolio
10,539
Q1 2025 Added 29.49%
$4.02B
$2.49 Million 0.22% of portfolio
37,152
Q1 2025 Reduced 4.1%
$0
$2.3 Million 0.2% of portfolio
12,614
Q1 2025 Added 2.44%
$10.6B
$2.28 Million 0.2% of portfolio
20,042
Q1 2025 Reduced 2.59%
$55.7B
$2.19 Million 0.19% of portfolio
4,164
Q1 2025 Added 2.36%
$203B
$2.17 Million 0.19% of portfolio
76,610
Q1 2025 Added 5.55%
$264B
$2.03 Million 0.18% of portfolio
23,101
Q1 2025 Added 9.64%
$50.4B
$2.02 Million 0.18% of portfolio
48,307
Q1 2025 Reduced 0.93%
$59.3B
$1.89 Million 0.17% of portfolio
7,763
Q1 2025 Reduced 1.03%
$46.3B
$1.9 Million 0.17% of portfolio
33,861
Q1 2025 Added 0.74%
$185B
$1.79 Million 0.16% of portfolio
39,462
Q1 2025 Added 0.84%
$767B
$1.77 Million 0.16% of portfolio
2,149
Q1 2025 Added 255.21%
$21B
$1.78 Million 0.16% of portfolio
19,395
Q2 2020 Reduced 4.9%
$0
$1.72 Million 0.15% of portfolio
6,295
Q1 2025 Reduced 1.79%
$68.6B
$1.73 Million 0.15% of portfolio
58,850
Q4 2024 Reduced 0.23%
$286B
$1.65 Million 0.15% of portfolio
22,931
Q1 2025 Reduced 1.29%
$106B
$1.75 Million 0.15% of portfolio
6,063
Q1 2025 Added 43.47%
$52.3B
$1.72 Million 0.15% of portfolio
15,784
Q1 2025 Reduced 0.83%
$49.7B
$1.75 Million 0.15% of portfolio
7,620
Q4 2024 Reduced 2.25%
$100B
$1.71 Million 0.15% of portfolio
4,844
Q1 2025 Added 1.98%
$606B
$1.61 Million 0.14% of portfolio
4,586
Q1 2025 Added 2.14%
$10.1B
$1.58 Million 0.14% of portfolio
13,368
Q1 2025 Reduced 3.26%
$129B
$1.47 Million 0.13% of portfolio
8,600
Q1 2025 Reduced 0.13%

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
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