Institutional Fund
Beese Fulmer Investment Management, Inc.
Canton, OHCIK 9112745 filings on record
Portfolio Value
$1.56B
Q1 2026
Holdings
435
Reported positions
New Buys
87
Opened this quarter
QoQ Change
+1.6%
from $1.54B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc5.2%
- Microsoft Corp3.4%
- Broadcom Inc3.3%
- Alphabet Inc2.8%
- Amazon Com Inc2.5%
- Alphabet Inc2.2%
- Other80.4%
Portfolio Holdings
435 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 322.5K | $81.84M | 5.2% | −1.1K | Reduced |
| 2 | Microsoft Corp | 143.5K | $53.13M | 3.4% | +884 | Added |
| 3 | Broadcom Inc | 168.3K | $52.09M | 3.3% | +386 | Added |
| 4 | Alphabet Inc | 152.2K | $43.77M | 2.8% | −1.7K | Reduced |
| 5 | Amazon Com Inc | 189.2K | $39.40M | 2.5% | +3.3K | Added |
| 6 | Alphabet Inc | 122.3K | $35.07M | 2.2% | −5.2K | Reduced |
| 7 | Exxon Mobil Corp | 204.0K | $34.61M | 2.2% | −210.9K | Reduced |
| 8 | Rtx Corporation | 176.1K | $33.97M | 2.2% | −1.6K | Reduced |
| 9 | Johnson & Johnson | 135.7K | $33.17M | 2.1% | −3.2K | Reduced |
| 10 | Mastercard Incorporated | 66.4K | $33.15M | 2.1% | −703 | Reduced |
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