Filed: 2/5/2026ACC: 0000911274-26-000002
📋 What this filing means
BEESE FULMER INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 395 equity positions with a total reported market value of $1.54B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
395
Positions
$1.54B
Total AUM (reported)
11.82M
Total Shares
Allocation by class
COM$1.06B68.8%
CL A$82.60M5.4%
CAP STK CL A$48.16M3.1%
CAP STK CL C$40.01M2.6%
SHS$36.32M2.4%
COM NEW$33.22M2.2%
CL B NEW$31.50M2.1%
Portfolio Concentration
Top 3$215.07M14.0%
4–10$263.79M17.2%
11–25$345.55M22.5%
Rest$712.02M46.3%
Top 3 weight
14.0%
Top 10 weight
31.2%
Voting Authority Distribution
Total shares with voting rights: 1.54B
Sole
Full voting authority
1.54B
shares
% of voting shares99.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.17M
shares
% of voting shares0.1%
Investment Discretion (by position count)
Sole395
Shared0
Other0
Dominant voting typeSole · 99.9% of voting shares
Institutional Holdings395
Rows:
APPLE INC COM
SOLEShares323.60K
TypeSH
Market value$87.97M
5.73%
Sole
87.97M
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares142.64K
TypeSH
Market value$68.98M
4.49%
Sole
68.98M
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares167.91K
TypeSH
Market value$58.12M
3.78%
Sole
58.12M
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares153.86K
TypeSH
Market value$48.16M
3.13%
Sole
48.16M
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares185.84K
TypeSH
Market value$42.90M
2.79%
Sole
42.90M
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL C
SOLEShares127.50K
TypeSH
Market value$40.01M
2.60%
Sole
40.01M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED CL A
SOLEShares67.06K
TypeSH
Market value$38.28M
2.49%
Sole
38.28M
Shared
0.00
None
0.00
RTX CORPORATION COM
SOLEShares177.71K
TypeSH
Market value$32.59M
2.12%
Sole
32.59M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares62.67K
TypeSH
Market value$31.50M
2.05%
Sole
31.50M
Shared
0.00
None
0.00
JPMORGAN CHASE & CO COM
SOLEShares94.19K
TypeSH
Market value$30.35M
1.98%
Sole
30.35M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares138.87K
TypeSH
Market value$28.74M
1.87%
Sole
28.74M
Shared
0.00
None
0.00
TJX COS INC NEW COM
SOLEShares176.28K
TypeSH
Market value$27.08M
1.76%
Sole
27.08M
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC COM
SOLEShares296.54K
TypeSH
Market value$27.05M
1.76%
Sole
27.05M
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares62.71K
TypeSH
Market value$27.04M
1.76%
Sole
27M
Shared
0.00
None
31.35K
EXXON MOBIL CORP COM
SOLEShares414.91K
TypeSH
Market value$24.96M
1.62%
Sole
24.82M
Shared
0.00
None
207.45K
META PLATFORMS INC CL A
SOLEShares72.27K
TypeSH
Market value$23.85M
1.55%
Sole
23.80M
Shared
0.00
None
36.13K
CUMMINS INC COM
SOLEShares44.10K
TypeSH
Market value$22.51M
1.47%
Sole
22.51M
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC COM
SOLEShares25.49K
TypeSH
Market value$22.41M
1.46%
Sole
22.41M
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC CL C
SOLEShares175.87K
TypeSH
Market value$22.14M
1.44%
Sole
22.14M
Shared
0.00
None
0.00
KLA CORP COM NEW
SOLEShares17.83K
TypeSH
Market value$21.67M
1.41%
Sole
21.67M
Shared
0.00
None
0.00
BOSTON SCIENTIFIC CORP COM
SOLEShares222.03K
TypeSH
Market value$21.17M
1.38%
Sole
21.17M
Shared
0.00
None
0.00
ARISTA NETWORKS INC COM SHS
SOLEShares149.85K
TypeSH
Market value$19.63M
1.28%
Sole
19.63M
Shared
0.00
None
0.00
NETFLIX INC. COM
SOLEShares205.88K
TypeSH
Market value$19.30M
1.26%
Sole
19.30M
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC COM
SOLEShares235.35K
TypeSH
Market value$19.05M
1.24%
Sole
18.97M
Shared
0.00
None
117.68K
CHUBB LIMITED COM
SOLEShares121.06K
TypeSH
Market value$18.95M
1.23%
Sole
18.89M
Shared
0.00
None
60.53K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INC COMSOLE | COM | 323.60K | SH | $87.97M 5.73% | 87.97M | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 142.64K | SH | $68.98M 4.49% | 68.98M | 0.00 | 0.00 |
BROADCOM INC COMSOLE | COM | 167.91K | SH | $58.12M 3.78% | 58.12M | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | CAP STK CL A | 153.86K | SH | $48.16M 3.13% | 48.16M | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | COM | 185.84K | SH | $42.90M 2.79% | 42.90M | 0.00 | 0.00 |
ALPHABET INC CAP STK CL CSOLE | CAP STK CL C | 127.50K | SH | $40.01M 2.60% | 40.01M | 0.00 | 0.00 |
MASTERCARD INCORPORATED CL ASOLE | CL A | 67.06K | SH | $38.28M 2.49% | 38.28M | 0.00 | 0.00 |
RTX CORPORATION COMSOLE | COM | 177.71K | SH | $32.59M 2.12% | 32.59M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | CL B NEW | 62.67K | SH | $31.50M 2.05% | 31.50M | 0.00 | 0.00 |
JPMORGAN CHASE & CO COMSOLE | COM | 94.19K | SH | $30.35M 1.98% | 30.35M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 138.87K | SH | $28.74M 1.87% | 28.74M | 0.00 | 0.00 |
TJX COS INC NEW COMSOLE | COM | 176.28K | SH | $27.08M 1.76% | 27.08M | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INC COMSOLE | COM | 296.54K | SH | $27.05M 1.76% | 27.05M | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 62.71K | SH | $27.04M 1.76% | 27M | 0.00 | 31.35K |
EXXON MOBIL CORP COMSOLE | COM | 414.91K | SH | $24.96M 1.62% | 24.82M | 0.00 | 207.45K |
META PLATFORMS INC CL ASOLE | CL A | 72.27K | SH | $23.85M 1.55% | 23.80M | 0.00 | 36.13K |
CUMMINS INC COMSOLE | COM | 44.10K | SH | $22.51M 1.47% | 22.51M | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INC COMSOLE | COM | 25.49K | SH | $22.41M 1.46% | 22.41M | 0.00 | 0.00 |
DELL TECHNOLOGIES INC CL CSOLE | CL C | 175.87K | SH | $22.14M 1.44% | 22.14M | 0.00 | 0.00 |
KLA CORP COM NEWSOLE | COM NEW | 17.83K | SH | $21.67M 1.41% | 21.67M | 0.00 | 0.00 |
BOSTON SCIENTIFIC CORP COMSOLE | COM | 222.03K | SH | $21.17M 1.38% | 21.17M | 0.00 | 0.00 |
ARISTA NETWORKS INC COM SHSSOLE | COM SHS | 149.85K | SH | $19.63M 1.28% | 19.63M | 0.00 | 0.00 |
NETFLIX INC. COMSOLE | COM | 205.88K | SH | $19.30M 1.26% | 19.30M | 0.00 | 0.00 |
PHILIP MORRIS INTL INC COMSOLE | COM | 235.35K | SH | $19.05M 1.24% | 18.97M | 0.00 | 117.68K |
CHUBB LIMITED COMSOLE | COM | 121.06K | SH | $18.95M 1.23% | 18.89M | 0.00 | 60.53K |
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