Filed: 4/8/2025ACC: 0000911274-25-000005
📋 What this filing means
BEESE FULMER INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 252 equity positions with a total reported market value of $1.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
252
Positions
$1.16B
Total AUM (reported)
8.15M
Total Shares
Allocation by class
STOCK$1.11B95.2%
ETF$36.65M3.2%
ADR$15.51M1.3%
REIT$2.93M0.3%
CEF$360.2K0.0%
CONVERTIBLE$174.1K0.0%
Portfolio Concentration
Top 3$156.41M13.5%
4–10$197.46M17.0%
11–25$285.86M24.6%
Rest$522.08M44.9%
Top 3 weight
13.5%
Top 10 weight
30.5%
Voting Authority Distribution
Total shares with voting rights: 8.15M
Sole
Full voting authority
8.13M
shares
% of voting shares99.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.30K
shares
% of voting shares0.2%
Investment Discretion (by position count)
Sole252
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings252
Rows:
APPLE INC COM
SOLEShares310.36K
TypeSH
Market value$68.94M
5.93%
Sole
310.36K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares134.42K
TypeSH
Market value$50.46M
4.34%
Sole
134.42K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares67.51K
TypeSH
Market value$37.00M
3.19%
Sole
67.51K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares177.85K
TypeSH
Market value$33.84M
2.91%
Sole
177.85K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares57.58K
TypeSH
Market value$30.67M
2.64%
Sole
57.58K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares173.52K
TypeSH
Market value$29.05M
2.50%
Sole
173.52K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares30.36K
TypeSH
Market value$28.72M
2.47%
Sole
30.32K
Shared
0.00
None
40.00
OREILLY AUTOMOTIVE INC COM
SOLEShares20.04K
TypeSH
Market value$28.70M
2.47%
Sole
20.04K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares195.73K
TypeSH
Market value$23.28M
2.00%
Sole
194.53K
Shared
0.00
None
1.20K
ALPHABET INC CAP STK CL A
SOLEShares150.08K
TypeSH
Market value$23.21M
2.00%
Sole
150.08K
Shared
0.00
None
0.00
RTX CORPORATION COM
SOLEShares174.80K
TypeSH
Market value$23.15M
1.99%
Sole
174.80K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares91.40K
TypeSH
Market value$22.42M
1.93%
Sole
91.40K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares128.69K
TypeSH
Market value$21.34M
1.84%
Sole
128.69K
Shared
0.00
None
0.00
TJX COS INC NEW COM
SOLEShares170.08K
TypeSH
Market value$20.72M
1.78%
Sole
170.08K
Shared
0.00
None
0.00
PROCTER & GAMBLE COMPANY
SOLEShares120.88K
TypeSH
Market value$20.60M
1.77%
Sole
120.88K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares130.64K
TypeSH
Market value$20.41M
1.76%
Sole
130.64K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares35.03K
TypeSH
Market value$20.19M
1.74%
Sole
34.95K
Shared
0.00
None
80.00
NETFLIX INC COM
SOLEShares20.15K
TypeSH
Market value$18.79M
1.62%
Sole
20.15K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC COM
SOLEShares112.24K
TypeSH
Market value$17.82M
1.53%
Sole
111.79K
Shared
0.00
None
450.00
CHUBB LIMITED COM
SOLEShares58.12K
TypeSH
Market value$17.55M
1.51%
Sole
57.92K
Shared
0.00
None
200.00
SALESFORCE INC COM
SOLEShares64.13K
TypeSH
Market value$17.21M
1.48%
Sole
64.13K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE INC COM
SOLEShares96.43K
TypeSH
Market value$16.63M
1.43%
Sole
96.43K
Shared
0.00
None
0.00
CHEVRON CORP NEW COM
SOLEShares98.73K
TypeSH
Market value$16.52M
1.42%
Sole
98.73K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares52.35K
TypeSH
Market value$16.35M
1.41%
Sole
52.20K
Shared
0.00
None
150.00
DELL TECHNOLOGIES INC CL C
SOLEShares177.26K
TypeSH
Market value$16.16M
1.39%
Sole
177.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 310.36K | SH | $68.94M 5.93% | 310.36K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 134.42K | SH | $50.46M 4.34% | 134.42K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | Stock | 67.51K | SH | $37.00M 3.19% | 67.51K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 177.85K | SH | $33.84M 2.91% | 177.85K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 57.58K | SH | $30.67M 2.64% | 57.58K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 173.52K | SH | $29.05M 2.50% | 173.52K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | Stock | 30.36K | SH | $28.72M 2.47% | 30.32K | 0.00 | 40.00 |
OREILLY AUTOMOTIVE INC COMSOLE | Stock | 20.04K | SH | $28.70M 2.47% | 20.04K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 195.73K | SH | $23.28M 2.00% | 194.53K | 0.00 | 1.20K |
ALPHABET INC CAP STK CL ASOLE | Stock | 150.08K | SH | $23.21M 2.00% | 150.08K | 0.00 | 0.00 |
RTX CORPORATION COMSOLE | Stock | 174.80K | SH | $23.15M 1.99% | 174.80K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Stock | 91.40K | SH | $22.42M 1.93% | 91.40K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | Stock | 128.69K | SH | $21.34M 1.84% | 128.69K | 0.00 | 0.00 |
TJX COS INC NEW COMSOLE | Stock | 170.08K | SH | $20.72M 1.78% | 170.08K | 0.00 | 0.00 |
PROCTER & GAMBLE COMPANYSOLE | Stock | 120.88K | SH | $20.60M 1.77% | 120.88K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 130.64K | SH | $20.41M 1.76% | 130.64K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 35.03K | SH | $20.19M 1.74% | 34.95K | 0.00 | 80.00 |
NETFLIX INC COMSOLE | Stock | 20.15K | SH | $18.79M 1.62% | 20.15K | 0.00 | 0.00 |
PHILIP MORRIS INTL INC COMSOLE | Stock | 112.24K | SH | $17.82M 1.53% | 111.79K | 0.00 | 450.00 |
CHUBB LIMITED COMSOLE | Stock | 58.12K | SH | $17.55M 1.51% | 57.92K | 0.00 | 200.00 |
SALESFORCE INC COMSOLE | Stock | 64.13K | SH | $17.21M 1.48% | 64.13K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INC COMSOLE | Stock | 96.43K | SH | $16.63M 1.43% | 96.43K | 0.00 | 0.00 |
CHEVRON CORP NEW COMSOLE | Stock | 98.73K | SH | $16.52M 1.42% | 98.73K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | Stock | 52.35K | SH | $16.35M 1.41% | 52.20K | 0.00 | 150.00 |
DELL TECHNOLOGIES INC CL CSOLE | Stock | 177.26K | SH | $16.16M 1.39% | 177.26K | 0.00 | 0.00 |
Page 1 of 11
…