Filed: 8/7/2025ACC: 0000911274-25-000006
📋 What this filing means
BEESE FULMER INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 285 equity positions with a total reported market value of $1.34B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
285
Positions
$1.34B
Total AUM (reported)
9.70M
Total Shares
Allocation by class
STOCK$1.22B91.2%
ETF$109.49M8.2%
ADR$4.57M0.3%
REIT$3.00M0.2%
CEF$381.7K0.0%
CONVERTIBLE$175.1K0.0%
Portfolio Concentration
Top 3$182.92M13.6%
4–10$217.11M16.2%
11–25$314.31M23.4%
Rest$628.21M46.8%
Top 3 weight
13.6%
Top 10 weight
29.8%
Voting Authority Distribution
Total shares with voting rights: 9.70M
Sole
Full voting authority
9.69M
shares
% of voting shares99.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
17.70K
shares
% of voting shares0.2%
Investment Discretion (by position count)
Sole285
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings285
Rows:
MICROSOFT CORP COM
SOLEShares140.56K
TypeSH
Market value$69.92M
5.21%
Sole
140.56K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares318.44K
TypeSH
Market value$65.34M
4.87%
Sole
318.44K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares172.91K
TypeSH
Market value$47.66M
3.55%
Sole
172.91K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares180.56K
TypeSH
Market value$39.61M
2.95%
Sole
180.56K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares67.04K
TypeSH
Market value$37.67M
2.81%
Sole
67.04K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares30.49K
TypeSH
Market value$30.18M
2.25%
Sole
30.45K
Shared
0.00
None
40.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares58.82K
TypeSH
Market value$28.57M
2.13%
Sole
58.82K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares94.13K
TypeSH
Market value$27.29M
2.03%
Sole
94.13K
Shared
0.00
None
0.00
NETFLIX INC COM
SOLEShares20.10K
TypeSH
Market value$26.91M
2.00%
Sole
20.10K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares152.47K
TypeSH
Market value$26.87M
2.00%
Sole
152.47K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC COM
SOLEShares297.11K
TypeSH
Market value$26.78M
1.99%
Sole
297.11K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares35.06K
TypeSH
Market value$25.88M
1.93%
Sole
34.98K
Shared
0.00
None
80.00
RTX CORPORATION COM
SOLEShares175.90K
TypeSH
Market value$25.69M
1.91%
Sole
175.90K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares129.69K
TypeSH
Market value$23.00M
1.71%
Sole
129.69K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares200.69K
TypeSH
Market value$21.63M
1.61%
Sole
199.49K
Shared
0.00
None
1.20K
DELL TECHNOLOGIES INC CL C
SOLEShares175.22K
TypeSH
Market value$21.48M
1.60%
Sole
175.22K
Shared
0.00
None
0.00
TJX COS INC NEW COM
SOLEShares171.40K
TypeSH
Market value$21.17M
1.58%
Sole
171.39K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC COM
SOLEShares112.49K
TypeSH
Market value$20.49M
1.53%
Sole
112.04K
Shared
0.00
None
450.00
JOHNSON & JOHNSON
SOLEShares132.23K
TypeSH
Market value$20.20M
1.50%
Sole
132.23K
Shared
0.00
None
0.00
PROCTER & GAMBLE COMPANY
SOLEShares123.64K
TypeSH
Market value$19.70M
1.47%
Sole
123.64K
Shared
0.00
None
0.00
SALESFORCE INC COM
SOLEShares66.71K
TypeSH
Market value$18.19M
1.36%
Sole
66.71K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC COM
SOLEShares25.52K
TypeSH
Market value$18.06M
1.35%
Sole
25.52K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE INC COM
SOLEShares96.84K
TypeSH
Market value$17.77M
1.32%
Sole
96.84K
Shared
0.00
None
0.00
STRYKER CORPORATION COM
SOLEShares43.36K
TypeSH
Market value$17.15M
1.28%
Sole
43.36K
Shared
0.00
None
0.00
EATON CORP PLC SHS
SOLEShares47.95K
TypeSH
Market value$17.12M
1.27%
Sole
47.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP COMSOLE | Stock | 140.56K | SH | $69.92M 5.21% | 140.56K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 318.44K | SH | $65.34M 4.87% | 318.44K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 172.91K | SH | $47.66M 3.55% | 172.91K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 180.56K | SH | $39.61M 2.95% | 180.56K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | Stock | 67.04K | SH | $37.67M 2.81% | 67.04K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | Stock | 30.49K | SH | $30.18M 2.25% | 30.45K | 0.00 | 40.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 58.82K | SH | $28.57M 2.13% | 58.82K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Stock | 94.13K | SH | $27.29M 2.03% | 94.13K | 0.00 | 0.00 |
NETFLIX INC COMSOLE | Stock | 20.10K | SH | $26.91M 2.00% | 20.10K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 152.47K | SH | $26.87M 2.00% | 152.47K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INC COMSOLE | Stock | 297.11K | SH | $26.78M 1.99% | 297.11K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | Stock | 35.06K | SH | $25.88M 1.93% | 34.98K | 0.00 | 80.00 |
RTX CORPORATION COMSOLE | Stock | 175.90K | SH | $25.69M 1.91% | 175.90K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 129.69K | SH | $23.00M 1.71% | 129.69K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 200.69K | SH | $21.63M 1.61% | 199.49K | 0.00 | 1.20K |
DELL TECHNOLOGIES INC CL CSOLE | Stock | 175.22K | SH | $21.48M 1.60% | 175.22K | 0.00 | 0.00 |
TJX COS INC NEW COMSOLE | Stock | 171.40K | SH | $21.17M 1.58% | 171.39K | 0.00 | 0.00 |
PHILIP MORRIS INTL INC COMSOLE | Stock | 112.49K | SH | $20.49M 1.53% | 112.04K | 0.00 | 450.00 |
JOHNSON & JOHNSONSOLE | Stock | 132.23K | SH | $20.20M 1.50% | 132.23K | 0.00 | 0.00 |
PROCTER & GAMBLE COMPANYSOLE | Stock | 123.64K | SH | $19.70M 1.47% | 123.64K | 0.00 | 0.00 |
SALESFORCE INC COMSOLE | Stock | 66.71K | SH | $18.19M 1.36% | 66.71K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INC COMSOLE | Stock | 25.52K | SH | $18.06M 1.35% | 25.52K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INC COMSOLE | Stock | 96.84K | SH | $17.77M 1.32% | 96.84K | 0.00 | 0.00 |
STRYKER CORPORATION COMSOLE | Stock | 43.36K | SH | $17.15M 1.28% | 43.36K | 0.00 | 0.00 |
EATON CORP PLC SHSSOLE | Stock | 47.95K | SH | $17.12M 1.27% | 47.95K | 0.00 | 0.00 |
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