Back to funds
View filing
BEESE FULMER INVESTMENT MANAGEMENT, INC.
hedge fundUpdated 13 days agoManaged by Beese Fulmer Investment Management, Inc. • Latest filing Q3 2026
Portfolio value
$1.8B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
21.9%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $1.4B |
| Q4 2025 | $1.5B |
| Q1 2026 | $1.6B |
| Q2 2026 | $1.7B |
| Q3 2026 | $1.8B |
Top holdings
356 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $106.7M | 320.3K | 6.05% | Trimmed(-0.5%) | |
| 2 | $85M | 158.0K | 4.82% | Trimmed(-3.5%) | |
| 3 | $74.3M | 144.8K | 4.21% | Added(+0.6%) | |
| 4 | $57.9M | 164.8K | 3.28% | Added(+0.1%) | |
| 5 | $52.4M | 152.3K | 2.97% | Added(+1.1%) | |
| 6 | $47.9M | 192.1K | 2.71% | Added(+0.8%) | |
| 7 | $45M | 42.3K | 2.55% | Trimmed(-5.5%) | |
| 8 | $40.4M | 118.6K | 2.29% | Trimmed(-1.1%) | |
| 9 | $36.7M | 138.7K | 2.08% | Added(+1.3%) | |
| 10 | $36.5M | 66.2K | 2.07% | Trimmed(-0.3%) | |
| 11 | $33.4M | 205.2K | 1.89% | — | |
| 12 | $32.8M | 176.7K | 1.86% | Trimmed(-0.2%) | |
| 13 | $31.7M | 95.7K | 1.80% | Added(+0.7%) | |
| 14 | $30.8M | 134.6K | 1.75% | Added(+4.8%) | |
| 15 | $30.7M | 151.0K | 1.74% | Trimmed(-0.8%) | |
| 16 | $30.3M | 155.6K | 1.72% | Added(+0.2%) | |
| 17 | $30.2M | 391.5K | 1.71% | Added(+6.8%) | |
| 18 | $30.1M | 60.5K | 1.71% | Added(0.0%) | |
| 19 | $29.1M | 32.0K | 1.65% | Added(+1.4%) | |
| 20 | $27.6M | 38.1K | 1.57% | Added(+0.0%) |