BEESE FULMER INVESTMENT MANAGEMENT, INC.
Q2 2026 13F filing
Updated 43 days ago401 disclosed positions worth $1.7B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AAPL APPLE INC | $93.1M | 321.8K | 5.38% | Trimmed(-0.2%) |
| 2 | D DELL DELL TECHNOLOGIES INC | $70.6M | 163.7K | 4.08% | Trimmed(-7.1%) |
| 3 | A AVGO BROADCOM INC | $62.2M | 164.6K | 3.59% | Trimmed(-2.2%) |
| 4 | G GOOGN ALPHABET INC | $53.8M | 150.6K | 3.11% | Trimmed(-1.0%) |
| 5 | M MSFT MICROSOFT CORP | $53.7M | 143.9K | 3.10% | Added(+0.3%) |
| 6 | M MU MICRON TECHNOLOGY INC | $51.6M | 44.7K | 2.98% | Trimmed(-19.3%) |
| 7 | K KLAC KLA CORP | $46.9M | 155.3K | 2.71% | Added(+794.0%) |
| 8 | A AMZN AMAZON COM INC | $45.4M | 190.7K | 2.62% | Added(+0.8%) |
| 9 | G GOOGN ALPHABET INC | $42.4M | 119.9K | 2.45% | Trimmed(-1.9%) |
| 10 | J JNJ JOHNSON JOHNSON | $34.8M | 136.9K | 2.01% | Added(+0.9%) |
| 11 | M MA MASTERCARD INCORPORATED | $34.1M | 66.4K | 1.97% | Added(+0.1%) |
| 12 | R RTX RTX CORPORATION | $33.6M | 177.1K | 1.94% | Added(+0.6%) |
| 13 | J JPM-PM JPMORGAN CHASE CO | $31.1M | 95.1K | 1.80% | Added(+0.8%) |
| 14 | C CMI CUMMINS INC | $31M | 43.4K | 1.79% | Trimmed(-1.2%) |
| 15 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $30.3M | 60.5K | 1.75% | Trimmed(-0.0%) |
| 16 | C COST COSTCO WHOLESALE CORPORATION | $29.5M | 31.6K | 1.70% | Added(+0.5%) |
| 17 | V VGES VANGUARD SCOTTSDALE FDS | $29M | 366.7K | 1.67% | Added(+50.5%) |
| 18 | T TJX TJX COS INC NEW | $27.2M | 179.9K | 1.57% | Added(+0.2%) |
| 19 | O ORLY OREILLY AUTOMOTIVE INC | $26.8M | 290.8K | 1.55% | Trimmed(-0.9%) |
| 20 | G GS-PD GOLDMAN SACHS GROUP INC | $26M | 25.7K | 1.50% | Trimmed(-0.5%) |
| 21 | A ANET ARISTA NETWORKS INC | $25.9M | 152.3K | 1.49% | Added(+0.4%) |
| 22 | N NVDA NVIDIA CORPORATION | $25.7M | 128.4K | 1.48% | Added(+2.5%) |
| 23 | E ETN EATON CORP PLC | $22.7M | 53.3K | 1.31% | Added(+2.7%) |
| 24 | P PM PHILIP MORRIS INTL INC | $21.8M | 120.3K | 1.26% | Added(+1.9%) |
| 25 | M META META PLATFORMS INC | $21.5M | 38.1K | 1.24% | Added(+2.7%) |
| 26 | C CB CHUBB LIMITED | $21.2M | 62.1K | 1.23% | Added(+1.8%) |
| 27 | P PG PROCTER GAMBLE CO | $17.6M | 120.0K | 1.02% | Trimmed(-3.0%) |
| 28 | I IBM INTERNATIONAL BUSINESS MACHS | $17.1M | 60.8K | 0.99% | Added(+4.5%) |
| 29 | C CAT CATERPILLAR INC | $16.8M | 15.8K | 0.97% | Trimmed(-2.8%) |
| 30 | L LIN LINDE PLC | $16.6M | 32.0K | 0.96% | Added(+1.1%) |
| 31 | C CVX CHEVRON CORPORATION | $16.4M | 99.0K | 0.95% | Added(+0.8%) |
| 32 | E ETHA ISHARES TR | $16.3M | 118.8K | 0.94% | Trimmed(-0.2%) |
| 33 | S SYK STRYKER CORPORATION | $16.1M | 51.1K | 0.93% | Added(+9.0%) |
| 34 | E ETHA ISHARES TR | $15.9M | 69.9K | 0.92% | Added(+3.3%) |
| 35 | M MCD MCDONALDS CORP | $15.8M | 58.5K | 0.91% | Added(+3.4%) |
| 36 | N NFLX NETFLIX INC | $15.7M | 220.4K | 0.91% | Added(+3.3%) |
| 37 | E EW EDWARDS LIFESCIENCES CORP | $15M | 165.5K | 0.86% | Added(+2.9%) |
| 38 | K KO COCA COLA CO | $13.6M | 166.4K | 0.79% | Trimmed(-2.9%) |
| 39 | U UNP UNION PAC CORP | $13.2M | 48.6K | 0.76% | Added(+0.5%) |
| 40 | I ICE INTERCONTINENTAL EXCHANGE IN | $12.9M | 104.4K | 0.74% | Added(+1.1%) |
| 41 | D DIS DISNEY WALT CO | $12.5M | 130.0K | 0.72% | Trimmed(-2.3%) |
| 42 | T TDG TRANSDIGM GROUP INC | $12.3M | 9.2K | 0.71% | Added(+0.8%) |
| 43 | ? N/A D R HORTON INC | $11.8M | 72.5K | 0.68% | Added(+6.3%) |
| 44 | H HD HOME DEPOT INC | $11.7M | 33.1K | 0.67% | Added(+0.9%) |
| 45 | E ETHA ISHARES TR | $11M | 452.3K | 0.63% | Added(+0.2%) |
| 46 | A AON AON PLC | $10.6M | 32.1K | 0.61% | Added(+2.8%) |
| 47 | C CW CURTISS WRIGHT CORP | $10M | 13.1K | 0.57% | Trimmed(-1.9%) |
| 48 | A ABT ABBOTT LABORATORIES | $9.9M | 109.2K | 0.57% | Trimmed(-0.4%) |
| 49 | A ABBV ABBVIE INC | $9M | 35.9K | 0.52% | Added(+2.0%) |
| 50 | L LLY ELI LILLY CO | $8.8M | 7.3K | 0.51% | Added(+21.4%) |