Filed: 1/28/2025ACC: 0000911274-25-000001
📋 What this filing means
BEESE FULMER INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 228 equity positions with a total reported market value of $1.17B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
228
Positions
$1.17B
Total AUM (reported)
8.13M
Total Shares
Allocation by class
STOCK$1.12B95.4%
ETF$32.03M2.7%
ADR$18.05M1.5%
REIT$3.17M0.3%
CONVERTIBLE$204.9K0.0%
Portfolio Concentration
Top 3$174.10M14.9%
4–10$206.36M17.6%
11–25$272.94M23.3%
Rest$518.73M44.3%
Top 3 weight
14.9%
Top 10 weight
32.5%
Voting Authority Distribution
Total shares with voting rights: 8.13M
Sole
Full voting authority
8.11M
shares
% of voting shares99.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.03K
shares
% of voting shares0.2%
Investment Discretion (by position count)
Sole228
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings228
Rows:
APPLE INC COM
SOLEShares308.93K
TypeSH
Market value$77.36M
6.60%
Sole
308.93K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares132.36K
TypeSH
Market value$55.79M
4.76%
Sole
132.36K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares176.64K
TypeSH
Market value$40.95M
3.49%
Sole
176.64K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares177.04K
TypeSH
Market value$38.84M
3.31%
Sole
177.04K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares67.72K
TypeSH
Market value$35.66M
3.04%
Sole
67.72K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares30.80K
TypeSH
Market value$28.22M
2.41%
Sole
30.76K
Shared
0.00
None
40.00
ALPHABET INC CAP STK CL A
SOLEShares147.45K
TypeSH
Market value$27.91M
2.38%
Sole
147.45K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares58.17K
TypeSH
Market value$26.37M
2.25%
Sole
58.17K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares132.15K
TypeSH
Market value$25.17M
2.15%
Sole
132.15K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC COM
SOLEShares20.40K
TypeSH
Market value$24.20M
2.06%
Sole
20.40K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares90.96K
TypeSH
Market value$21.80M
1.86%
Sole
90.96K
Shared
0.00
None
0.00
SALESFORCE INC COM
SOLEShares63.84K
TypeSH
Market value$21.34M
1.82%
Sole
63.84K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares191.48K
TypeSH
Market value$20.60M
1.76%
Sole
190.28K
Shared
0.00
None
1.20K
TJX COS INC NEW COM
SOLEShares169.35K
TypeSH
Market value$20.46M
1.75%
Sole
169.35K
Shared
0.00
None
0.00
RTX CORPORATION COM
SOLEShares175.59K
TypeSH
Market value$20.32M
1.73%
Sole
175.59K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares34.65K
TypeSH
Market value$20.29M
1.73%
Sole
34.57K
Shared
0.00
None
80.00
PROCTER & GAMBLE COMPANY
SOLEShares118.90K
TypeSH
Market value$19.93M
1.70%
Sole
118.90K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares125.95K
TypeSH
Market value$18.22M
1.55%
Sole
125.95K
Shared
0.00
None
0.00
NETFLIX INC COM
SOLEShares20.12K
TypeSH
Market value$17.94M
1.53%
Sole
20.12K
Shared
0.00
None
0.00
MERCK & CO INC COM
SOLEShares161.84K
TypeSH
Market value$16.10M
1.37%
Sole
161.84K
Shared
0.00
None
0.00
CHUBB LIMITED COM
SOLEShares57.55K
TypeSH
Market value$15.90M
1.36%
Sole
57.35K
Shared
0.00
None
200.00
STRYKER CORPORATION COM
SOLEShares42.42K
TypeSH
Market value$15.27M
1.30%
Sole
42.42K
Shared
0.00
None
0.00
ARISTA NETWORKS INC COM SHS
SOLEShares136.45K
TypeSH
Market value$15.08M
1.29%
Sole
136.45K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares51.41K
TypeSH
Market value$14.90M
1.27%
Sole
51.26K
Shared
0.00
None
150.00
CUMMINS INC COM
SOLEShares42.40K
TypeSH
Market value$14.78M
1.26%
Sole
42.40K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 308.93K | SH | $77.36M 6.60% | 308.93K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 132.36K | SH | $55.79M 4.76% | 132.36K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 176.64K | SH | $40.95M 3.49% | 176.64K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 177.04K | SH | $38.84M 3.31% | 177.04K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | Stock | 67.72K | SH | $35.66M 3.04% | 67.72K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | Stock | 30.80K | SH | $28.22M 2.41% | 30.76K | 0.00 | 40.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 147.45K | SH | $27.91M 2.38% | 147.45K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 58.17K | SH | $26.37M 2.25% | 58.17K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 132.15K | SH | $25.17M 2.15% | 132.15K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INC COMSOLE | Stock | 20.40K | SH | $24.20M 2.06% | 20.40K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Stock | 90.96K | SH | $21.80M 1.86% | 90.96K | 0.00 | 0.00 |
SALESFORCE INC COMSOLE | Stock | 63.84K | SH | $21.34M 1.82% | 63.84K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 191.48K | SH | $20.60M 1.76% | 190.28K | 0.00 | 1.20K |
TJX COS INC NEW COMSOLE | Stock | 169.35K | SH | $20.46M 1.75% | 169.35K | 0.00 | 0.00 |
RTX CORPORATION COMSOLE | Stock | 175.59K | SH | $20.32M 1.73% | 175.59K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 34.65K | SH | $20.29M 1.73% | 34.57K | 0.00 | 80.00 |
PROCTER & GAMBLE COMPANYSOLE | Stock | 118.90K | SH | $19.93M 1.70% | 118.90K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | Stock | 125.95K | SH | $18.22M 1.55% | 125.95K | 0.00 | 0.00 |
NETFLIX INC COMSOLE | Stock | 20.12K | SH | $17.94M 1.53% | 20.12K | 0.00 | 0.00 |
MERCK & CO INC COMSOLE | Stock | 161.84K | SH | $16.10M 1.37% | 161.84K | 0.00 | 0.00 |
CHUBB LIMITED COMSOLE | Stock | 57.55K | SH | $15.90M 1.36% | 57.35K | 0.00 | 200.00 |
STRYKER CORPORATION COMSOLE | Stock | 42.42K | SH | $15.27M 1.30% | 42.42K | 0.00 | 0.00 |
ARISTA NETWORKS INC COM SHSSOLE | Stock | 136.45K | SH | $15.08M 1.29% | 136.45K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | Stock | 51.41K | SH | $14.90M 1.27% | 51.26K | 0.00 | 150.00 |
CUMMINS INC COMSOLE | Stock | 42.40K | SH | $14.78M 1.26% | 42.40K | 0.00 | 0.00 |
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