Filed: 7/29/2026ACC: 0000911274-26-000004
📋 What this filing means
BEESE FULMER INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 401 equity positions with a total reported market value of $1.73B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
401
Positions
$1.73B
Total AUM (reported)
11.06M
Total Shares
Allocation by class
COM$1.11B64.0%
CL A$74.06M4.3%
CL C$70.64M4.1%
COM NEW$60.55M3.5%
CAP STK CL A$53.83M3.1%
SHS$47.37M2.7%
CAP STK CL C$42.36M2.4%
Portfolio Concentration
Top 3$225.94M13.0%
4–10$328.57M19.0%
11–25$416.13M24.0%
Rest$760.84M43.9%
Top 3 weight
13.0%
Top 10 weight
32.0%
Voting Authority Distribution
Total shares with voting rights: 11.06M
Sole
Full voting authority
11.06M
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)
Sole401
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings401
Rows:
APPLE INC
SOLEShares321.81K
TypeSH
Market value$93.12M
5.38%
Sole
321.81K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares163.72K
TypeSH
Market value$70.64M
4.08%
Sole
163.72K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares164.60K
TypeSH
Market value$62.18M
3.59%
Sole
164.60K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares150.63K
TypeSH
Market value$53.83M
3.11%
Sole
150.63K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares143.93K
TypeSH
Market value$53.69M
3.10%
Sole
143.93K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares44.73K
TypeSH
Market value$51.64M
2.98%
Sole
44.73K
Shared
0.00
None
0.00
KLA CORP
SOLEShares155.28K
TypeSH
Market value$46.85M
2.71%
Sole
155.28K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares190.66K
TypeSH
Market value$45.44M
2.62%
Sole
190.66K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares119.88K
TypeSH
Market value$42.36M
2.45%
Sole
119.88K
Shared
0.00
None
0.00
JOHNSON JOHNSON
SOLEShares136.88K
TypeSH
Market value$34.76M
2.01%
Sole
136.88K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares66.43K
TypeSH
Market value$34.12M
1.97%
Sole
66.43K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares177.12K
TypeSH
Market value$33.60M
1.94%
Sole
177.12K
Shared
0.00
None
0.00
JPMORGAN CHASE CO
SOLEShares95.12K
TypeSH
Market value$31.14M
1.80%
Sole
95.12K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares43.40K
TypeSH
Market value$30.95M
1.79%
Sole
43.40K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares60.48K
TypeSH
Market value$30.26M
1.75%
Sole
60.48K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares31.55K
TypeSH
Market value$29.52M
1.70%
Sole
31.55K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares366.67K
TypeSH
Market value$28.98M
1.67%
Sole
366.67K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares179.85K
TypeSH
Market value$27.25M
1.57%
Sole
179.85K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares290.84K
TypeSH
Market value$26.78M
1.55%
Sole
290.84K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares25.73K
TypeSH
Market value$26.02M
1.50%
Sole
25.73K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares152.26K
TypeSH
Market value$25.87M
1.49%
Sole
152.26K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares128.45K
TypeSH
Market value$25.70M
1.48%
Sole
128.45K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares53.28K
TypeSH
Market value$22.71M
1.31%
Sole
53.28K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares120.33K
TypeSH
Market value$21.77M
1.26%
Sole
120.33K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares38.11K
TypeSH
Market value$21.47M
1.24%
Sole
38.11K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 321.81K | SH | $93.12M 5.38% | 321.81K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 163.72K | SH | $70.64M 4.08% | 163.72K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 164.60K | SH | $62.18M 3.59% | 164.60K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 150.63K | SH | $53.83M 3.11% | 150.63K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 143.93K | SH | $53.69M 3.10% | 143.93K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 44.73K | SH | $51.64M 2.98% | 44.73K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 155.28K | SH | $46.85M 2.71% | 155.28K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 190.66K | SH | $45.44M 2.62% | 190.66K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 119.88K | SH | $42.36M 2.45% | 119.88K | 0.00 | 0.00 |
JOHNSON JOHNSONSOLE | COM | 136.88K | SH | $34.76M 2.01% | 136.88K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 66.43K | SH | $34.12M 1.97% | 66.43K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 177.12K | SH | $33.60M 1.94% | 177.12K | 0.00 | 0.00 |
JPMORGAN CHASE COSOLE | COM | 95.12K | SH | $31.14M 1.80% | 95.12K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 43.40K | SH | $30.95M 1.79% | 43.40K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 60.48K | SH | $30.26M 1.75% | 60.48K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 31.55K | SH | $29.52M 1.70% | 31.55K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 366.67K | SH | $28.98M 1.67% | 366.67K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 179.85K | SH | $27.25M 1.57% | 179.85K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 290.84K | SH | $26.78M 1.55% | 290.84K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 25.73K | SH | $26.02M 1.50% | 25.73K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 152.26K | SH | $25.87M 1.49% | 152.26K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 128.45K | SH | $25.70M 1.48% | 128.45K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 53.28K | SH | $22.71M 1.31% | 53.28K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 120.33K | SH | $21.77M 1.26% | 120.33K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 38.11K | SH | $21.47M 1.24% | 38.11K | 0.00 | 0.00 |
Page 1 of 17
…