BEESE FULMER INVESTMENT MANAGEMENT, INC.
CIK 911274
13F filing for Q2 2026・No. 1,805
- Holdings
- US$1.73B
- Quarter change
- +US$171.07M
- Entries
- 401
- Net bought (estimate)
- −US$52.87M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 66
- Sold out 100
- Cut 156
- Added 167
- Corporate actions 0
- Unchanged 12
Largest holdings
401 stocks worth US$1.73B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleCOM | Cut | 321,813 | US$93.12M | 5.38% |
| DELLDELL TECHNOLOGIES INCCL C | Cut | 163,718 | US$70.64M | 4.08% |
| AVGOBroadcomCOM | Cut | 164,602 | US$62.18M | 3.59% |
| GOOGLAlphabetCAP STK CL A | Cut | 150,632 | US$53.83M | 3.11% |
| MSFTMicrosoftCOM | Added | 143,925 | US$53.69M | 3.10% |
| MUMicronCOM | Cut | 44,735 | US$51.64M | 2.98% |
| KLACKLA CORPCOM NEW | CutSplit 9:1 | 155,284 | US$46.85M | 2.71% |
| AMZNAmazonCOM | Added | 190,655 | US$45.44M | 2.62% |
| GOOGALPHABET INCCAP STK CL C | Cut | 119,882 | US$42.36M | 2.45% |
| JNJJOHNSON JOHNSONCOM | Added | 136,876 | US$34.76M | 2.01% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 29, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.