Filed: 11/13/2025ACC: 0000911274-25-000010
📋 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 $1.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
285
Positions
$1.45B
Total AUM (reported)
9.61M
Total Shares
Allocation by class
STOCK$1.32B91.2%
ETF$119.24M8.2%
ADR$4.90M0.3%
REIT$3.02M0.2%
CEF$465.2K0.0%
Portfolio Concentration
Top 3$209.02M14.4%
4–10$238.63M16.5%
11–25$340.06M23.5%
Rest$659.41M45.6%
Top 3 weight
14.4%
Top 10 weight
30.9%
Voting Authority Distribution
Total shares with voting rights: 9.61M
Sole
Full voting authority
9.60M
shares
% of voting shares99.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.64K
shares
% of voting shares0.2%
Investment Discretion (by position count)
Sole285
Shared0
Other0
Dominant voting typeSole · 99.8% of voting shares
Institutional Holdings285
Rows:
APPLE INC COM
SOLEShares316.58K
TypeSH
Market value$80.61M
5.57%
Sole
316.58K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares140.70K
TypeSH
Market value$72.88M
5.04%
Sole
140.70K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares168.34K
TypeSH
Market value$55.54M
3.84%
Sole
168.34K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares181.84K
TypeSH
Market value$39.93M
2.76%
Sole
181.84K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares66.41K
TypeSH
Market value$37.77M
2.61%
Sole
66.41K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares151.98K
TypeSH
Market value$36.95M
2.55%
Sole
151.98K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC COM
SOLEShares292.93K
TypeSH
Market value$31.58M
2.18%
Sole
292.93K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares129.51K
TypeSH
Market value$31.54M
2.18%
Sole
129.51K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares62.60K
TypeSH
Market value$31.47M
2.17%
Sole
62.60K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO. COM
SOLEShares93.17K
TypeSH
Market value$29.39M
2.03%
Sole
93.17K
Shared
0.00
None
0.00
RTX CORPORATION COM
SOLEShares175.36K
TypeSH
Market value$29.34M
2.03%
Sole
175.36K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares30.66K
TypeSH
Market value$28.38M
1.96%
Sole
30.62K
Shared
0.00
None
40.00
META PLATFORMS INC CL A
SOLEShares34.93K
TypeSH
Market value$25.65M
1.77%
Sole
34.85K
Shared
0.00
None
80.00
JOHNSON & JOHNSON
SOLEShares136.20K
TypeSH
Market value$25.25M
1.75%
Sole
136.20K
Shared
0.00
None
0.00
TJX COS INC NEW COM
SOLEShares173.09K
TypeSH
Market value$25.02M
1.73%
Sole
173.09K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC CL C
SOLEShares174.58K
TypeSH
Market value$24.75M
1.71%
Sole
174.58K
Shared
0.00
None
0.00
NETFLIX INC COM
SOLEShares19.89K
TypeSH
Market value$23.84M
1.65%
Sole
19.89K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares201.07K
TypeSH
Market value$22.67M
1.57%
Sole
199.87K
Shared
0.00
None
1.20K
ARISTA NETWORKS INC COM SHS
SOLEShares146.51K
TypeSH
Market value$21.35M
1.48%
Sole
146.51K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC COM
SOLEShares25.13K
TypeSH
Market value$20.01M
1.38%
Sole
25.13K
Shared
0.00
None
0.00
KLA CORP COM NEW
SOLEShares17.56K
TypeSH
Market value$18.94M
1.31%
Sole
17.56K
Shared
0.00
None
0.00
PROCTER & GAMBLE COMPANY
SOLEShares122.91K
TypeSH
Market value$18.89M
1.31%
Sole
122.91K
Shared
0.00
None
0.00
EATON CORP PLC SHS
SOLEShares50.01K
TypeSH
Market value$18.71M
1.29%
Sole
50.01K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC COM
SOLEShares115.15K
TypeSH
Market value$18.68M
1.29%
Sole
114.70K
Shared
0.00
None
450.00
CUMMINS INC COM
SOLEShares43.98K
TypeSH
Market value$18.57M
1.28%
Sole
43.97K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | Stock | 316.58K | SH | $80.61M 5.57% | 316.58K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 140.70K | SH | $72.88M 5.04% | 140.70K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 168.34K | SH | $55.54M 3.84% | 168.34K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 181.84K | SH | $39.93M 2.76% | 181.84K | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | Stock | 66.41K | SH | $37.77M 2.61% | 66.41K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 151.98K | SH | $36.95M 2.55% | 151.98K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INC COMSOLE | Stock | 292.93K | SH | $31.58M 2.18% | 292.93K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | Stock | 129.51K | SH | $31.54M 2.18% | 129.51K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 62.60K | SH | $31.47M 2.17% | 62.60K | 0.00 | 0.00 |
JPMORGAN CHASE & CO. COMSOLE | Stock | 93.17K | SH | $29.39M 2.03% | 93.17K | 0.00 | 0.00 |
RTX CORPORATION COMSOLE | Stock | 175.36K | SH | $29.34M 2.03% | 175.36K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | Stock | 30.66K | SH | $28.38M 1.96% | 30.62K | 0.00 | 40.00 |
META PLATFORMS INC CL ASOLE | Stock | 34.93K | SH | $25.65M 1.77% | 34.85K | 0.00 | 80.00 |
JOHNSON & JOHNSONSOLE | Stock | 136.20K | SH | $25.25M 1.75% | 136.20K | 0.00 | 0.00 |
TJX COS INC NEW COMSOLE | Stock | 173.09K | SH | $25.02M 1.73% | 173.09K | 0.00 | 0.00 |
DELL TECHNOLOGIES INC CL CSOLE | Stock | 174.58K | SH | $24.75M 1.71% | 174.58K | 0.00 | 0.00 |
NETFLIX INC COMSOLE | Stock | 19.89K | SH | $23.84M 1.65% | 19.89K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | Stock | 201.07K | SH | $22.67M 1.57% | 199.87K | 0.00 | 1.20K |
ARISTA NETWORKS INC COM SHSSOLE | Stock | 146.51K | SH | $21.35M 1.48% | 146.51K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INC COMSOLE | Stock | 25.13K | SH | $20.01M 1.38% | 25.13K | 0.00 | 0.00 |
KLA CORP COM NEWSOLE | Stock | 17.56K | SH | $18.94M 1.31% | 17.56K | 0.00 | 0.00 |
PROCTER & GAMBLE COMPANYSOLE | Stock | 122.91K | SH | $18.89M 1.31% | 122.91K | 0.00 | 0.00 |
EATON CORP PLC SHSSOLE | Stock | 50.01K | SH | $18.71M 1.29% | 50.01K | 0.00 | 0.00 |
PHILIP MORRIS INTL INC COMSOLE | Stock | 115.15K | SH | $18.68M 1.29% | 114.70K | 0.00 | 450.00 |
CUMMINS INC COMSOLE | Stock | 43.98K | SH | $18.57M 1.28% | 43.97K | 0.00 | 0.00 |
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