Filed: 4/16/2026ACC: 0000911274-26-000003
📋 What this filing means
BEESE FULMER INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 435 equity positions with a total reported market value of $1.56B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
435
Positions
$1.56B
Total AUM (reported)
11.17M
Total Shares
Allocation by class
COM$1.07B68.5%
CL A$73.06M4.7%
CAP STK CL A$43.77M2.8%
SHS$40.33M2.6%
COM NEW$37.96M2.4%
CAP STK CL C$35.07M2.2%
CL B NEW$28.99M1.9%
Portfolio Concentration
Top 3$187.06M12.0%
4–10$253.13M16.2%
11–25$367.43M23.5%
Rest$752.78M48.2%
Top 3 weight
12.0%
Top 10 weight
28.2%
Voting Authority Distribution
Total shares with voting rights: 11.17M
Sole
Full voting authority
11.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole435
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings435
Rows:
APPLE INC
SOLEShares322.47K
TypeSH
Market value$81.84M
5.24%
Sole
322.47K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares143.53K
TypeSH
Market value$53.13M
3.40%
Sole
143.53K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares168.30K
TypeSH
Market value$52.09M
3.34%
Sole
168.30K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares152.21K
TypeSH
Market value$43.77M
2.80%
Sole
152.21K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares189.16K
TypeSH
Market value$39.40M
2.52%
Sole
189.16K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares122.25K
TypeSH
Market value$35.07M
2.25%
Sole
122.25K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares203.99K
TypeSH
Market value$34.61M
2.22%
Sole
203.99K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares176.08K
TypeSH
Market value$33.97M
2.18%
Sole
176.08K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares135.68K
TypeSH
Market value$33.17M
2.13%
Sole
135.68K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares66.35K
TypeSH
Market value$33.15M
2.12%
Sole
66.35K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares31.39K
TypeSH
Market value$31.28M
2.00%
Sole
31.39K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares60.50K
TypeSH
Market value$28.99M
1.86%
Sole
60.50K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares176.19K
TypeSH
Market value$28.92M
1.85%
Sole
176.19K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares179.56K
TypeSH
Market value$28.68M
1.84%
Sole
179.56K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares94.41K
TypeSH
Market value$27.77M
1.78%
Sole
94.41K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares293.47K
TypeSH
Market value$27.09M
1.74%
Sole
293.47K
Shared
0.00
None
0.00
KLA CORP
SOLEShares17.37K
TypeSH
Market value$25.58M
1.64%
Sole
17.37K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares43.91K
TypeSH
Market value$23.63M
1.51%
Sole
43.91K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares25.86K
TypeSH
Market value$21.88M
1.40%
Sole
25.86K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares125.36K
TypeSH
Market value$21.86M
1.40%
Sole
125.36K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares37.13K
TypeSH
Market value$21.24M
1.36%
Sole
37.13K
Shared
0.00
None
0.00
NETFLIX INC.
SOLEShares213.43K
TypeSH
Market value$20.52M
1.32%
Sole
213.43K
Shared
0.00
None
0.00
CHEVRON CORPORATION
SOLEShares98.28K
TypeSH
Market value$20.33M
1.30%
Sole
98.28K
Shared
0.00
None
0.00
CHUBB LTD SWITZ
SOLEShares61.07K
TypeSH
Market value$19.96M
1.28%
Sole
61.07K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares118.10K
TypeSH
Market value$19.70M
1.26%
Sole
118.10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 322.47K | SH | $81.84M 5.24% | 322.47K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 143.53K | SH | $53.13M 3.40% | 143.53K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 168.30K | SH | $52.09M 3.34% | 168.30K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 152.21K | SH | $43.77M 2.80% | 152.21K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 189.16K | SH | $39.40M 2.52% | 189.16K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 122.25K | SH | $35.07M 2.25% | 122.25K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 203.99K | SH | $34.61M 2.22% | 203.99K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 176.08K | SH | $33.97M 2.18% | 176.08K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 135.68K | SH | $33.17M 2.13% | 135.68K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 66.35K | SH | $33.15M 2.12% | 66.35K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 31.39K | SH | $31.28M 2.00% | 31.39K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 60.50K | SH | $28.99M 1.86% | 60.50K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 176.19K | SH | $28.92M 1.85% | 176.19K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 179.56K | SH | $28.68M 1.84% | 179.56K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 94.41K | SH | $27.77M 1.78% | 94.41K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 293.47K | SH | $27.09M 1.74% | 293.47K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 17.37K | SH | $25.58M 1.64% | 17.37K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 43.91K | SH | $23.63M 1.51% | 43.91K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 25.86K | SH | $21.88M 1.40% | 25.86K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 125.36K | SH | $21.86M 1.40% | 125.36K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 37.13K | SH | $21.24M 1.36% | 37.13K | 0.00 | 0.00 |
NETFLIX INC.SOLE | COM | 213.43K | SH | $20.52M 1.32% | 213.43K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 98.28K | SH | $20.33M 1.30% | 98.28K | 0.00 | 0.00 |
CHUBB LTD SWITZSOLE | COM | 61.07K | SH | $19.96M 1.28% | 61.07K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 118.10K | SH | $19.70M 1.26% | 118.10K | 0.00 | 0.00 |
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