Q2 2026 13F · SEC CIK 911274

Beese Fulmer Investment Management, Inc.

Wealth managerFiled 2026-07-29 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.7B
Reported positions: 401
Top holdings a year, 3 yrs: +21.9%
Assets under management: $2.1B

Beese Fulmer Investment Management, Inc. is a wealth manager that reported 401 positions worth $1.7B in its Q2 2026 13F, filed 2026-07-29. Its largest holdings were Apple Inc (AAPL, 5.4%), Dell Technologies Inc (DELL, 4.1%), Broadcom Inc (AVGO, 3.6%). A portfolio copying its top holdings returned 21.9% a year over the last 3 years, against 20.4% for the S&P 500.

Beese Fulmer Investment Management, Inc. holdings largest 50 of 401 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Beese Fulmer Investment Management, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	5.4%	5.2%	321,813	-0.2%	$93.1M
DELLDell Technologies Inc	4.1%	1.9%	163,718	-7.1%	$70.6M
AVGOBroadcom Inc	3.6%	3.3%	164,602	-2.2%	$62.2M
GOOGLAlphabet Inc	3.1%	2.8%	150,632	-1.0%	$53.8M
MSFTMicrosoft Corp	3.1%	3.4%	143,925	+0.3%	$53.7M
MUMicron Technology Inc	3.0%	1.2%	44,735	-19.3%	$51.6M
KLACKla Corp	2.7%	1.6%	155,284	+794.0%	$46.9M
AMZNAmazon Com Inc Com	2.6%	2.5%	190,655	+0.8%	$45.4M
GOOGAlphabet Inc	2.4%	2.2%	119,882	-1.9%	$42.4M
JNJJohnson & Johnson	2.0%	2.1%	136,876	+0.9%	$34.8M
MAMastercard Inc.	2.0%	2.1%	66,426	+0.1%	$34.1M
RTXRtx Corporation Com	1.9%	2.2%	177,118	+0.6%	$33.6M
JPMJpmorgan Chase & Co	1.8%	1.8%	95,120	+0.8%	$31.1M
CMICummins Inc	1.8%	1.5%	43,396	-1.2%	$31.0M
BRK-BBerkshire Hathaway Inc Del	1.7%	1.9%	60,475	-0.0%	$30.3M
COSTCostco Whsl Corp New	1.7%	2.0%	31,554	+0.5%	$29.5M
VCSHVanguard Scottsdale Fds	1.7%	1.2%	366,668	+50.4%	$29.0M
TJXTjx Cos Inc New Com	1.6%	1.8%	179,853	+0.2%	$27.2M
ORLYO'Reilly Automotive Inc	1.5%	1.7%	290,843	-0.9%	$26.8M
GSGoldman Sachs Group Inc	1.5%	1.4%	25,727	-0.5%	$26.0M
ANETArista Networks Inc	1.5%	1.2%	152,264	+0.4%	$25.9M
NVDANvidia Corporation Com	1.5%	1.4%	128,448	+2.5%	$25.7M
ETNEaton Corp PLC	1.3%	1.2%	53,283	+2.7%	$22.7M
PMPhilip Morris Intl Inc Com	1.3%	1.3%	120,335	+1.9%	$21.8M
METAMeta Platforms Inc Class A	1.2%	1.4%	38,113	+2.7%	$21.5M
CBChubb Limited Com	1.2%	1.3%	62,140	+1.8%	$21.2M
PGProcter & Gamble Co Com	1.0%	1.1%	119,982	-3.0%	$17.6M
IBMInternational Business Machs	1.0%	0.9%	60,760	+4.6%	$17.1M
CATCaterpillar Inc Com	1.0%	0.7%	15,777	-2.8%	$16.8M
LINLinde PLC	1.0%	1.0%	32,001	+1.1%	$16.6M
CVXChevron Corp New	0.9%	1.3%	99,049	+0.8%	$16.4M
IVWIshares	0.9%	0.9%	118,790	-0.2%	$16.3M
SYKStryker Corporation	0.9%	1.0%	51,146	+9.0%	$16.1M
IVEIshares S&p 500 Value ETF	0.9%	0.9%	69,947	+3.3%	$15.9M
MCDMcdonalds Corp Com	0.9%	1.1%	58,472	+3.4%	$15.8M
NFLXNetflix Inc Total	0.9%	1.3%	220,366	+3.2%	$15.7M
EWEdwards Lifesciences Corp	0.9%	0.8%	165,538	+2.9%	$15.0M
KOCoca Cola Co	0.8%	0.8%	166,416	-2.9%	$13.6M
UNPUnion Pac Corp	0.8%	0.8%	48,621	+0.5%	$13.2M
ICEIntercontinental Exchange in	0.7%	1.0%	104,412	+1.1%	$12.9M
DISDisney Walt Co	0.7%	0.8%	130,047	-2.3%	$12.5M
TDGTransdigm Group Inc	0.7%	0.7%	9,233	+0.8%	$12.3M
DHIDR Horton Inc	0.7%	0.6%	72,526	+6.3%	$11.8M
HDHome Depot Inc Com	0.7%	0.7%	33,136	+0.9%	$11.7M
IBDSIshares Tr	0.6%	0.7%	452,252	+0.2%	$11.0M
AONAon PLC	0.6%	0.6%	32,104	+2.8%	$10.6M
CWCurtiss Wright Corp	0.6%	—	13,137	—	$10.0M
ABTAbbott Laboratories	0.6%	0.7%	109,230	-0.4%	$9.9M
ABBVAbbvie Inc	0.5%	—	35,935	—	$9.0M
LLYLilly Eli & Co	0.5%	—	7,338	—	$8.8M

What Beese Fulmer Investment Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+794.0% shares
VCSH Vanguard Scottsdale Fds+50.4% shares
SYK Stryker Corporation+9.0% shares
DHI DR Horton Inc+6.3% shares

Reduced

MU Micron Technology Inc-19.3% shares
DELL Dell Technologies Inc-7.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +26.1% /yr; S&P 500 +20.1%
3 years: +21.9% /yr; S&P 500 +20.4%
5 years: +11.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.7B	401
Q1 2026	$1.6B	435
Q4 2025	$1.5B	395
Q3 2025	$1.4B	285
Q2 2025	$1.3B	285
Q1 2025	$1.2B	252
Q4 2024	$1.2B	228
Q3 2024	$1.2B	233
Q2 2024	$1.1B	223
Q1 2024	$1.1B	225
Q4 2023	$965.6M	225
Q3 2023	$887.1M	218

Questions about Beese Fulmer Investment Management, Inc.'s portfolio

What stocks does Beese Fulmer Investment Management, Inc. own?

Beese Fulmer Investment Management, Inc.'s latest 13F, for Q2 2026 and filed Jul 29, 2026, lists 401 positions worth $1.7B. The largest are Apple Inc (AAPL) at 5.4%, Dell Technologies Inc (DELL) at 4.1%, Broadcom Inc (AVGO) at 3.6%, Alphabet Inc (GOOGL) at 3.1% and Microsoft Corp (MSFT) at 3.1%.

What did Beese Fulmer Investment Management, Inc. buy last quarter?

In Q2 2026, Beese Fulmer Investment Management, Inc. added Kla Corp (KLAC) (+794.0% shares), Vanguard Scottsdale Fds (VCSH) (+50.4% shares) and Stryker Corporation (SYK) (+9.0% shares), compared with its Q1 2026 filing.

What did Beese Fulmer Investment Management, Inc. sell last quarter?

In Q2 2026, Beese Fulmer Investment Management, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Boston Scientific Corp (BSX), cut from its top 50 Pepsico Inc (PEP), Micron Technology Inc (MU) (-19.3% shares) and Dell Technologies Inc (DELL) (-7.1% shares), compared with its Q1 2026 filing.

How has Beese Fulmer Investment Management, Inc.'s portfolio performed?

A portfolio copying Beese Fulmer Investment Management, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +26.1% against +20.1%. Over 5 years: +11.3% a year against +11.6%.

When is Beese Fulmer Investment Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Beese Fulmer Investment Management, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Beese Fulmer Investment Management, Inc. manage?

Beese Fulmer Investment Management, Inc. reported $2.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.7B.