BEESE FULMER INVESTMENT MANAGEMENT, INC.
Q3 2026 13F filing
Updated 13 days ago356 disclosed positions worth $1.8B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APPLE INC | $106.7M | 320.3K | 6.05% | Trimmed(-0.5%) |
| 2 | D DELL TECHNOLOGIES INC | $85M | 158.0K | 4.82% | Trimmed(-3.5%) |
| 3 | M MICROSOFT CORP | $74.3M | 144.8K | 4.21% | Added(+0.6%) |
| 4 | A BROADCOM INC | $57.9M | 164.8K | 3.28% | Added(+0.1%) |
| 5 | G ALPHABET INC | $52.4M | 152.3K | 2.97% | Added(+1.1%) |
| 6 | A AMAZON COM INC | $47.9M | 192.1K | 2.71% | Added(+0.8%) |
| 7 | M MICRON TECHNOLOGY INC | $45M | 42.3K | 2.55% | Trimmed(-5.5%) |
| 8 | G ALPHABET INC | $40.4M | 118.6K | 2.29% | Trimmed(-1.1%) |
| 9 | J JOHNSON & JOHNSON | $36.7M | 138.7K | 2.08% | Added(+1.3%) |
| 10 | M MASTERCARD INCORPORATED | $36.5M | 66.2K | 2.07% | Trimmed(-0.3%) |
| 11 | X EXXONMOBIL HOLDINGS CORP | $33.4M | 205.2K | 1.89% | — |
| 12 | R RTX CORPORATION | $32.8M | 176.7K | 1.86% | Trimmed(-0.2%) |
| 13 | J JPMORGAN CHASE & CO | $31.7M | 95.7K | 1.80% | Added(+0.7%) |
| 14 | N NVIDIA CORPORATION | $30.8M | 134.6K | 1.75% | Added(+4.8%) |
| 15 | A ARISTA NETWORKS INC | $30.7M | 151.0K | 1.74% | Trimmed(-0.8%) |
| 16 | K KLA CORP | $30.3M | 155.6K | 1.72% | Added(+0.2%) |
| 17 | V VANGUARD SCOTTSDALE FDS | $30.2M | 391.5K | 1.71% | Added(+6.8%) |
| 18 | B BERKSHIRE HATHAWAY INC DEL | $30.1M | 60.5K | 1.71% | Added(0.0%) |
| 19 | C COSTCO WHOLESALE CORPORATION | $29.1M | 32.0K | 1.65% | Added(+1.4%) |
| 20 | M META PLATFORMS INC | $27.6M | 38.1K | 1.57% | Added(+0.0%) |
| 21 | E EATON CORP PLC | $26M | 60.5K | 1.47% | Added(+13.6%) |
| 22 | O OREILLY AUTOMOTIVE INC | $25M | 293.2K | 1.42% | Added(+0.8%) |
| 23 | T TJX COS INC NEW | $23.9M | 181.0K | 1.36% | Added(+0.6%) |
| 24 | P PHILIP MORRIS INTL INC | $23.2M | 121.8K | 1.32% | Added(+1.3%) |
| 25 | G GOLDMAN SACHS GROUP INC | $22.9M | 25.5K | 1.30% | Trimmed(-1.0%) |
| 26 | C CUMMINS INC | $22.5M | 43.5K | 1.27% | Added(+0.3%) |
| 27 | C CHUBB LIMITED | $20.4M | 62.6K | 1.16% | Added(+0.7%) |
| 28 | C CHEVRON CORPORATION | $20.1M | 98.2K | 1.14% | Trimmed(-0.9%) |
| 29 | P PROCTER & GAMBLE CO | $17.4M | 119.7K | 0.99% | Trimmed(-0.3%) |
| 30 | E ISHARES TR | $17M | 119.3K | 0.96% | Added(+0.4%) |
| 31 | E ISHARES TR | $16.3M | 71.4K | 0.92% | Added(+2.1%) |
| 32 | I INTERCONTINENTAL EXCHANGE IN | $16M | 105.5K | 0.91% | Added(+1.0%) |
| 33 | L LINDE PLC | $15.3M | 32.2K | 0.87% | Added(+0.7%) |
| 34 | N NETFLIX INC. | $15.3M | 219.6K | 0.87% | Trimmed(-0.3%) |
| 35 | S STRYKER CORPORATION | $14.6M | 52.9K | 0.83% | Added(+3.4%) |
| 36 | E EDWARDS LIFESCIENCES CORP | $14.6M | 168.7K | 0.83% | Added(+1.9%) |
| 37 | K COCA COLA CO | $14.5M | 167.3K | 0.82% | Added(+0.6%) |
| 38 | D DISNEY WALT CO | $14.1M | 134.4K | 0.80% | Added(+3.4%) |
| 39 | M MCDONALDS CORP | $13.7M | 59.4K | 0.78% | Added(+1.7%) |
| 40 | U UNION PAC CORP | $13.5M | 49.5K | 0.76% | Added(+1.9%) |
| 41 | I INTERNATIONAL BUSINESS MACHS | $13M | 59.0K | 0.74% | Trimmed(-2.9%) |
| 42 | C CATERPILLAR INC | $12.8M | 15.8K | 0.73% | Added(+0.3%) |
| 43 | A ABBOTT LABORATORIES | $10.9M | 110.7K | 0.62% | Added(+1.4%) |
| 44 | T TRANSDIGM GROUP INC | $10.1M | 9.4K | 0.58% | Added(+1.5%) |
| 45 | D D R HORTON INC | $10M | 73.3K | 0.57% | Added(+1.1%) |
| 46 | E ISHARES TR | $9.9M | 411.4K | 0.56% | Trimmed(-9.0%) |
| 47 | H HOME DEPOT INC | $9.5M | 33.3K | 0.54% | Added(+0.6%) |
| 48 | A ABBVIE INC | $9.4M | 36.0K | 0.53% | Added(+0.3%) |
| 49 | A AON PLC | $9.1M | 32.9K | 0.52% | Added(+2.6%) |
| 50 | L ELI LILLY & CO | $9M | 7.7K | 0.51% | Added(+5.5%) |