Filed: 10/23/2026ACC: 0000911274-26-000006
📋 What this filing means
BEESE FULMER INVESTMENT MANAGEMENT, INC. filed this quarterly 13F‑HR report disclosing 356 equity positions with a total reported market value of $1.76B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
356
Positions
$1.76B
Total AUM (reported)
11.16M
Total Shares
Allocation by class
COM$1.10B62.2%
CL C$85.01M4.8%
CL A$82.76M4.7%
COM SHS$66.03M3.7%
CAP STK CL A$52.39M3.0%
SHS$48.39M2.7%
COM NEW$41.76M2.4%
Portfolio Concentration
Top 3$265.95M15.1%
4–10$316.79M18.0%
11–25$428.03M24.3%
Rest$752.85M42.7%
Top 3 weight
15.1%
Top 10 weight
33.0%
Voting Authority Distribution
Total shares with voting rights: 11.16M
Sole
Full voting authority
11.16M
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)
Sole356
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings356
Rows:
APPLE INC
SOLEShares320.32K
TypeSH
Market value$106.67M
6.05%
Sole
320.32K
Shared
0.00
None
0.00
DELL TECHNOLOGIES INC
SOLEShares158.02K
TypeSH
Market value$85.01M
4.82%
Sole
158.02K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares144.81K
TypeSH
Market value$74.27M
4.21%
Sole
144.81K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares164.76K
TypeSH
Market value$57.86M
3.28%
Sole
164.76K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares152.25K
TypeSH
Market value$52.39M
2.97%
Sole
152.25K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares192.15K
TypeSH
Market value$47.87M
2.71%
Sole
192.15K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares42.27K
TypeSH
Market value$45.03M
2.55%
Sole
42.27K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares118.58K
TypeSH
Market value$40.41M
2.29%
Sole
118.58K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares138.66K
TypeSH
Market value$36.71M
2.08%
Sole
138.66K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares66.22K
TypeSH
Market value$36.52M
2.07%
Sole
66.22K
Shared
0.00
None
0.00
EXXONMOBIL HOLDINGS CORP
SOLEShares205.24K
TypeSH
Market value$33.40M
1.89%
Sole
205.24K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares176.71K
TypeSH
Market value$32.81M
1.86%
Sole
176.71K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares95.74K
TypeSH
Market value$31.67M
1.80%
Sole
95.74K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares134.62K
TypeSH
Market value$30.78M
1.75%
Sole
134.62K
Shared
0.00
None
0.00
ARISTA NETWORKS INC
SOLEShares151.02K
TypeSH
Market value$30.75M
1.74%
Sole
151.02K
Shared
0.00
None
0.00
KLA CORP
SOLEShares155.61K
TypeSH
Market value$30.33M
1.72%
Sole
155.61K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares391.50K
TypeSH
Market value$30.24M
1.71%
Sole
391.50K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares60.48K
TypeSH
Market value$30.11M
1.71%
Sole
60.48K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares31.99K
TypeSH
Market value$29.12M
1.65%
Sole
31.99K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares38.12K
TypeSH
Market value$27.65M
1.57%
Sole
38.12K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares60.53K
TypeSH
Market value$26.01M
1.47%
Sole
60.53K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares293.17K
TypeSH
Market value$25.04M
1.42%
Sole
293.17K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares180.97K
TypeSH
Market value$23.94M
1.36%
Sole
180.97K
Shared
0.00
None
0.00
PHILIP MORRIS INTL INC
SOLEShares121.84K
TypeSH
Market value$23.25M
1.32%
Sole
121.84K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares25.46K
TypeSH
Market value$22.92M
1.30%
Sole
25.46K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 320.32K | SH | $106.67M 6.05% | 320.32K | 0.00 | 0.00 |
DELL TECHNOLOGIES INCSOLE | CL C | 158.02K | SH | $85.01M 4.82% | 158.02K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 144.81K | SH | $74.27M 4.21% | 144.81K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 164.76K | SH | $57.86M 3.28% | 164.76K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 152.25K | SH | $52.39M 2.97% | 152.25K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 192.15K | SH | $47.87M 2.71% | 192.15K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 42.27K | SH | $45.03M 2.55% | 42.27K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 118.58K | SH | $40.41M 2.29% | 118.58K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 138.66K | SH | $36.71M 2.08% | 138.66K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 66.22K | SH | $36.52M 2.07% | 66.22K | 0.00 | 0.00 |
EXXONMOBIL HOLDINGS CORPSOLE | COM SHS | 205.24K | SH | $33.40M 1.89% | 205.24K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 176.71K | SH | $32.81M 1.86% | 176.71K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 95.74K | SH | $31.67M 1.80% | 95.74K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 134.62K | SH | $30.78M 1.75% | 134.62K | 0.00 | 0.00 |
ARISTA NETWORKS INCSOLE | COM SHS | 151.02K | SH | $30.75M 1.74% | 151.02K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 155.61K | SH | $30.33M 1.72% | 155.61K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 391.50K | SH | $30.24M 1.71% | 391.50K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 60.48K | SH | $30.11M 1.71% | 60.48K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 31.99K | SH | $29.12M 1.65% | 31.99K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 38.12K | SH | $27.65M 1.57% | 38.12K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 60.53K | SH | $26.01M 1.47% | 60.53K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 293.17K | SH | $25.04M 1.42% | 293.17K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 180.97K | SH | $23.94M 1.36% | 180.97K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCSOLE | COM | 121.84K | SH | $23.25M 1.32% | 121.84K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 25.46K | SH | $22.92M 1.30% | 25.46K | 0.00 | 0.00 |
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