BEESE FULMER INVESTMENT MANAGEMENT, INC.

BEESE FULMER INVESTMENT MANAGEMENT, INC. is an institution, managing $1.4B across 286 long positions as of Q3 2025 with AAPL as the largest holding (6% allocation).

Portfolio Value: $1.4B
Positions: 286
Top Holding: AAPL at 5.57%
Last Reported: Q3 2025

Top Holdings

Largest long holdings in BEESE FULMER INVESTMENT MANAGEMENT, INC.'s portfolio (30.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$80.6M	5.57%	-$474.6K Sold	0.00% 316.6K shares	≤ Q2 2013 Held for 12y 5m+
2 Microsoft MSFT	Software - Infrastructure Technology	$72.9M	5.04%	+$70.4K Bought	0.00% 140.7K shares	≤ Q2 2013 Held for 12y 5m+
3 Broadcom Inc. AVGO	Semiconductors Technology	$55.5M	3.84%	-$1.5M Sold	0.00% 168.3K shares	Q4 2022 Held for 2y 11m
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$39.9M	2.76%	+$280.8K Bought	0.00% 181.8K shares	Q3 2016 Held for 9y 2m
5 Mastercard MA	Financial - Credit Services Financial Services	$37.8M	2.61%	-$360.6K Sold	0.01% 66.4K shares	≤ Q2 2013 Held for 12y 5m+
6 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$36.9M	2.55%	-$117.7K Sold	0.00% 152.0K shares	≤ Q2 2013 Held for 12y 5m+
7 O'Reilly Automotive ORLY	Specialty Retail Consumer Cyclical	$31.6M	2.18%	-$451.3K Sold	0.03% 292.9K shares	≤ Q2 2013 Held for 12y 5m+
8 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$31.5M	2.18%	-$43.4K Sold	0.00% 129.5K shares	Q1 2014 Held for 11y 8m
9 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$31.5M	2.17%	+$1.9M Bought	0.00% 62.6K shares	Q4 2019 Held for 5y 11m
10 JPMorgan Chase JPM	Banks - Diversified Financial Services	$29.4M	2.03%	-$302.5K Sold	0.00% 93.2K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in BEESE FULMER INVESTMENT MANAGEMENT, INC.'s latest filing

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Market Value

$1.4B

Prior: $1.3B

Q/Q Change

+7.8%

+$104.7M

Net Flows % of MV

+0.438%

Turnover Ratio

1.34%

New Purchases

8 stocks

$2.4M

Added To

102 stocks

+$19.5M

Sold Out Of

12 stocks

$3.1M

Reduced Holdings

123 stocks

-$12.4M

Increased Positions

Position	Shares Δ	Change
1 BBT BB&T Corporation BBT	New	0 → 18.9K +$448.2K
2 Boston Scientific BSX	New	0 → 4.5K +$438.8K
3 ETHA iShares Ethereum Trust ETHA	New	0 → 9.0K +$284.4K
4 AeroVironment AVAV	New	0 → 858.0 +$270.2K
5 Solventum SOLV	New	0 → 3.5K +$258.5K

Decreased Positions

Position	Shares Δ	Change
1 Enterprise Bancorp EBTC	Sold	8.9K → 0 −$350.8K
2 Goldman Sachs Access Ultra Short Bond GSST	Sold	5.9K → 0 −$296.6K
3 Berkshire Hills Bancorp BHLB	Sold	11.7K → 0 −$292.9K
4 Howmet Aerospace HWM	Sold	1.6K → 0 −$291.7K
5 ESSA Bancorp ESSA	Sold	14.6K → 0 −$283.2K

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Analytics

Portfolio insights and performance metrics for BEESE FULMER INVESTMENT MANAGEMENT, INC.

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Sector Allocation

Technology

22.80%

Financial Services

14.70%

Industrials

11.60%

Consumer Cyclical

10.40%

Communication Services

10.40%

ETF

7.80%

Healthcare

7.50%

Consumer Defensive

7.10%

Energy

4.30%

Basic Materials

1.80%

Utilities

0.60%

Real Estate

0.20%

Market Cap Distribution

Mega Cap (> $200B)

57.22%

Large Cap ($10B - $200B)

32.31%

Mid Cap ($2B - $10B)

0.41%

Small Cap ($300M - $2B)

0.81%

Micro Cap ($50M - $300M)

0.08%

Nano Cap (< $50M)

0.52%

N/A (ETF or Unknown)

8.64%

Portfolio Concentration

Top 10 Holdings %

30.93%

Top 20 Holdings %

47.94%

Top 50 Holdings %

76.59%

Top 100 Holdings %

91.22%