Beese Fulmer Investment Management, Inc. Portfolio Holdings

Beese Fulmer Investment Management, Inc.

  • $1.3 Billion
  • Q2 2025

Beese Fulmer Investment Management, Inc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.3 Billion distributed in 285 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $69.9M, Apple Inc. with a value of $65.3M, Broadcom Inc. with a value of $47.7M, Amazon Com Inc with a value of $39.6M, and Mastercard Inc with a value of $37.7M.

Examining the 13F form we can see an increase of $175M in the current position value, from $1.13B to 1.3B.

Below you can find more details about Beese Fulmer Investment Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.3 Billion
Technology: $275 Million
Financial Services: $205 Million
Industrials: $157 Million
Communication Services: $136 Million
Consumer Cyclical: $136 Million
Consumer Defensive: $107 Million
ETFs: $106 Million
Healthcare: $100 Million
Other: $82.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.2B
$6.62 Million 0.51% of portfolio
55,305
Q2 2025 Added 2.59%
$218B
$6.62 Million 0.51% of portfolio
17,054
Q2 2025 Added 5.25%
$314B
$6.65 Million 0.51% of portfolio
27,908
Q2 2025 Added 17.87%
$25.9B
$6.57 Million 0.5% of portfolio
39,589
Q2 2025 Reduced 1.24%
$0
$6.12 Million 0.47% of portfolio
55,970
Q2 2025 New
$423B
$5.83 Million 0.45% of portfolio
8
Q1 2023 Reduced 20.0%
$89.4B
$5.51 Million 0.42% of portfolio
11,019
Q2 2025 Added 3.98%
$0
$5.3 Million 0.41% of portfolio
85,510
Q2 2025 New
$153B
$5.1 Million 0.39% of portfolio
10,039
Q2 2025 Added 19.1%
$0
$5.1 Million 0.39% of portfolio
8,253
Q2 2025 Added 7.94%
$456B
$4.99 Million 0.38% of portfolio
31,611
Q2 2025 Added 2.17%
$227B
$4.85 Million 0.37% of portfolio
15,202
Q2 2025 Added 4.09%
$124B
$4.78 Million 0.37% of portfolio
15,493
Q2 2025 Added 6.44%
$485M
$4.66 Million 0.36% of portfolio
338,141
Q2 2025 Reduced 1.1%
$102B
$4.38 Million 0.34% of portfolio
10,015
Q2 2025 Added 6.07%
$39.2B
$4.38 Million 0.34% of portfolio
13,173
Q2 2025 Added 1.26%
$92.8B
$4.28 Million 0.33% of portfolio
12,475
Q2 2025 Reduced 3.73%
$306B
$4.16 Million 0.32% of portfolio
16,145
Q2 2025 Added 5.25%
$0
$4.11 Million 0.31% of portfolio
22,619
Q2 2025 Added 655.73%
$316M
$3.85 Million 0.3% of portfolio
166,085
Q2 2025 Reduced 0.78%
$94.7B
$3.88 Million 0.3% of portfolio
5,289
Q2 2025 Reduced 1.87%
$23.8B
$3.87 Million 0.3% of portfolio
231,084
Q2 2025 Added 4.98%
$0
$3.38 Million 0.26% of portfolio
66,261
Q2 2025 New
$0
$3.33 Million 0.26% of portfolio
137,261
Q2 2025 New
$0
$3.4 Million 0.26% of portfolio
135,082
Q2 2025 New
$0
$3.38 Million 0.26% of portfolio
142,117
Q2 2025 New
$54.9B
$3.4 Million 0.26% of portfolio
4,109
Q2 2025 Reduced 1.32%
$210B
$3.35 Million 0.26% of portfolio
11,378
Q2 2025 Added 10.84%
$0
$3.26 Million 0.25% of portfolio
128,299
Q2 2025 New
$0
$3.29 Million 0.25% of portfolio
39,351
Q2 2025 New
$0
$3.15 Million 0.24% of portfolio
17,320
Q2 2025 Added 37.31%
$76.5B
$3.18 Million 0.24% of portfolio
2,093
Q2 2025 Added 1.31%
$60.2B
$3.15 Million 0.24% of portfolio
72,723
Q2 2025 Added 7.16%
$78.6B
$3.16 Million 0.24% of portfolio
23,738
Q2 2025 Reduced 1.18%
$25.9B
$3.12 Million 0.24% of portfolio
6,098
Q2 2025 Reduced 1.71%
$26.1B
$3.01 Million 0.23% of portfolio
1,507
Q2 2024 Reduced 5.64%
$64.2B
$2.96 Million 0.23% of portfolio
10,509
Q2 2025 Added 4.86%
$173B
$2.71 Million 0.21% of portfolio
17,012
Q2 2025 Added 7.04%
$64.4B
$2.66 Million 0.2% of portfolio
10,382
Q2 2025 Reduced 1.49%
$608B
$2.53 Million 0.19% of portfolio
3,248
Q2 2025 Added 51.14%
$138B
$2.43 Million 0.19% of portfolio
100,404
Q2 2025 Added 70.03%
$281B
$2.44 Million 0.19% of portfolio
24,941
Q2 2025 Added 7.97%
$93.6B
$2.47 Million 0.19% of portfolio
4,856
Q2 2025 Added 0.25%
$10.2B
$2.38 Million 0.18% of portfolio
19,642
Q2 2025 Reduced 2.0%
$203B
$2.37 Million 0.18% of portfolio
81,901
Q2 2025 Added 6.91%
$0
$2.26 Million 0.17% of portfolio
96,944
Q2 2025 New
$3.34B
$2.25 Million 0.17% of portfolio
34,805
Q2 2025 Reduced 6.32%
$302B
$2.09 Million 0.16% of portfolio
26,067
Q2 2025 Added 13.68%
$51B
$1.94 Million 0.15% of portfolio
34,358
Q2 2025 Added 1.47%

Summary

  • Portfolio
  • No. of Stocks 285
  • Current Value $1.3 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 39 stocks
  • Additional Purchases 148 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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