Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BEESE FULMER INVESTMENT MANAGEMENT, INC. (CIK 911274) reported $1.56B across 435 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($81.8M, 5.24%), MSFT ($53.1M, 3.40%), AVGO ($52.1M, 3.34%), GOOGL ($43.8M, 2.80%), AMZN ($39.4M, 2.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $81.8M | 5.24% | 322,470 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $53.1M | 3.40% | 143,526 | Added |
| 3 | AVGO | BROADCOM INC | $52.1M | 3.34% | 168,300 | Added |
| 4 | GOOGL | ALPHABET INC | $43.8M | 2.80% | 152,207 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $39.4M | 2.52% | 189,164 | Added |
| 6 | GOOG | ALPHABET INC | $35.1M | 2.25% | 122,251 | Trimmed |
| 7 | XOM | EXXON MOBIL CORP | $34.6M | 2.22% | 203,988 | Trimmed |
| 8 | RTX | RTX CORPORATION | $34.0M | 2.18% | 176,077 | Trimmed |
| 9 | JNJ | JOHNSON & JOHNSON | $33.2M | 2.13% | 135,684 | Trimmed |
| 10 | MA | MASTERCARD INCORPORATED | $33.2M | 2.12% | 66,354 | Trimmed |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $31.3M | 2.00% | 31,391 | Trimmed |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.0M | 1.86% | 60,497 | Trimmed |
| 13 | DELL | DELL TECHNOLOGIES INC | $28.9M | 1.85% | 176,189 | Added |
| 14 | TJX | TJX COS INC NEW | $28.7M | 1.84% | 179,562 | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $27.8M | 1.78% | 94,406 | Added |
| 16 | ORLY | OREILLY AUTOMOTIVE INC | $27.1M | 1.74% | 293,474 | Trimmed |
| 17 | KLAC | KLA CORP | $25.6M | 1.64% | 17,370 | Trimmed |
| 18 | CMI | CUMMINS INC | $23.6M | 1.51% | 43,913 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $21.9M | 1.40% | 125,358 | Added |
| 20 | GS | GOLDMAN SACHS GROUP INC | $21.9M | 1.40% | 25,862 | Added |
| 21 | META | META PLATFORMS INC | $21.2M | 1.36% | 37,125 | Trimmed |
| 22 | NFLX | NETFLIX INC. | $20.5M | 1.32% | 213,433 | Added |
| 23 | CVX | CHEVRON CORPORATION | $20.3M | 1.30% | 98,282 | Trimmed |
| 24 | CB | CHUBB LTD SWITZ | $20.0M | 1.28% | 61,068 | Trimmed |
| 25 | PM | PHILIP MORRIS INTL INC | $19.7M | 1.26% | 118,104 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31