EdgeMarket › What Beese Fulmer Investment Management, Inc. reported owning
What Beese Fulmer Investment Management, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
435Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 81.8M | 5.2% | 322.5K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 53.1M | 3.4% | 143.5K | 483.24 | -4.4% |
| AVGO Broadcom Inc. | 52.1M | 3.3% | 168.3K | 368.45 | +26.5% |
| GOOGL Alphabet Inc. | 43.8M | 2.8% | 152.2K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 39.4M | 2.5% | 189.2K | 258.63 | +15.6% |
| GOOG Alphabet Inc. | 35.1M | 2.2% | 122.3K | 341.75 | +70.7% |
| XOM ExxonMobil Holdings Corp | 34.6M | 2.2% | 204.0K | 165.11 | +52.1% |
| RTX RTX Corp | 34.0M | 2.2% | 176.1K | 209.91 | +34.1% |
| JNJ JOHNSON & JOHNSON | 33.2M | 2.1% | 135.7K | 270.24 | +51.1% |
| MA Mastercard Inc | 33.2M | 2.1% | 66.4K | 580.63 | -2.0% |
| COST COSTCO WHOLESALE CORP /NEW | 31.3M | 2.0% | 31.4K | 947.74 | -4.7% |
| unmapped CUSIP 084670702 | 29.0M | 1.9% | 60.5K | — | — |
| DELL Dell Technologies Inc. | 28.9M | 1.9% | 176.2K | 442.08 | +244.1% |
| TJX TJX COMPANIES INC /DE/ | 28.7M | 1.8% | 179.6K | 140.53 | +1.6% |
| JPM JPMORGAN CHASE & CO | 27.8M | 1.8% | 94.4K | 351.58 | +20.3% |
| ORLY O REILLY AUTOMOTIVE INC | 27.1M | 1.7% | 293.5K | 89.11 | -14.3% |
| KLAC KLA CORP | 25.6M | 1.6% | 17.4K | 183.99 | +109.5% |
| CMI CUMMINS INC | 23.6M | 1.5% | 43.9K | 587.68 | +48.3% |
| GS GOLDMAN SACHS GROUP INC | 21.9M | 1.4% | 25.9K | 1,039.28 | +44.2% |
| NVDA NVIDIA CORP | 21.9M | 1.4% | 125.4K | 214.72 | +22.4% |
| META Meta Platforms, Inc. | 21.2M | 1.4% | 37.1K | 549.90 | -26.5% |
| NFLX NETFLIX INC | 20.5M | 1.3% | 213.4K | 79.59 | -34.4% |
| CVX CHEVRON CORP | 20.3M | 1.3% | 98.3K | 205.27 | +34.0% |
| CB Chubb Ltd | 20.0M | 1.3% | 61.1K | 340.99 | +21.9% |
| PM Philip Morris International Inc. | 19.7M | 1.3% | 118.1K | 188.23 | +8.9% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 19.3M | 1.2% | 243.7K | 78.59 | -1.3% |
| MU MICRON TECHNOLOGY INC | 18.7M | 1.2% | 55.5K | 966.78 | +724.8% |
| ANET Arista Networks, Inc. | 18.6M | 1.2% | 151.7K | 188.65 | +43.5% |
| ETN Eaton Corp plc | 18.5M | 1.2% | 51.9K | 419.20 | +21.1% |
| PG PROCTER & GAMBLE Co | 17.9M | 1.1% | 123.7K | 144.68 | -9.3% |
| MCD MCDONALDS CORP | 17.6M | 1.1% | 56.5K | 270.95 | -13.5% |
| ICE Intercontinental Exchange, Inc. | 16.2M | 1.0% | 103.3K | 161.25 | -11.1% |
| LIN LINDE PLC | 15.7M | 1.0% | 31.7K | 487.57 | +1.1% |
| SYK STRYKER CORP | 15.4M | 1.0% | 46.9K | 329.45 | -15.9% |
| IVE iShares S&P 500 Value ETF | 14.3M | 0.9% | 67.7K | 237.24 | +17.6% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 14.1M | 0.9% | 58.1K | 235.68 | -2.8% |
| BSX BOSTON SCIENTIFIC CORP | 13.8M | 0.9% | 219.7K | 50.37 | -52.5% |
| IVW iShares S&P 500 Growth ETF | 13.5M | 0.9% | 119.0K | 138.83 | +22.2% |
| KO COCA COLA CO | 13.1M | 0.8% | 171.4K | 91.10 | +28.9% |
| EW Edwards Lifesciences Corp | 12.9M | 0.8% | 160.8K | 89.79 | +10.3% |
| DIS Walt Disney Co | 12.8M | 0.8% | 133.1K | 107.78 | -7.9% |
| UNP UNION PACIFIC CORP | 11.7M | 0.8% | 48.4K | 308.05 | +36.5% |
| CAT CATERPILLAR INC | 11.5M | 0.7% | 16.2K | 827.90 | +96.8% |
| ABT ABBOTT LABORATORIES | 11.3M | 0.7% | 109.7K | 116.64 | -11.9% |
| IBDS iShares iBonds Dec 2027 Term Corporate ETF | 10.9M | 0.7% | 451.4K | 24.20 | -0.2% |
| HD HOME DEPOT, INC. | 10.8M | 0.7% | 32.8K | 335.61 | -16.5% |
| TDG TransDigm Group INC | 10.6M | 0.7% | 9.2K | 1,200.35 | -14.4% |
| AON Aon plc | 10.1M | 0.6% | 31.2K | 355.11 | -5.1% |
| PEP PEPSICO INC | 9.8M | 0.6% | 63.4K | 143.48 | -4.8% |
| DHI HORTON D R INC /DE/ | 9.4M | 0.6% | 68.2K | 148.35 | -9.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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