BEESE FULMER INVESTMENT MANAGEMENT, INC.

PrivateCIK: 911274
Location

CANTON, OH

401
Positions
$1.73B
Total AUM (reported)
11.06M
Total Shares

Allocation by class

TOTAL AUM$1.73B401 positions
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 313.0%4–1019.0%11–2524.0%Rest43.9%TOP 1032.0%0%100%
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

SOLE
COM
Shares321.81K
TypeSH
Market value$93.12M
5.38%
Sole
321.81K
Shared
0.00
None
0.00

DELL TECHNOLOGIES INC

SOLE
CL C
Shares163.72K
TypeSH
Market value$70.64M
4.08%
Sole
163.72K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares164.60K
TypeSH
Market value$62.18M
3.59%
Sole
164.60K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares150.63K
TypeSH
Market value$53.83M
3.11%
Sole
150.63K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares143.93K
TypeSH
Market value$53.69M
3.10%
Sole
143.93K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares44.73K
TypeSH
Market value$51.64M
2.98%
Sole
44.73K
Shared
0.00
None
0.00

KLA CORP

SOLE
COM NEW
Shares155.28K
TypeSH
Market value$46.85M
2.71%
Sole
155.28K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares190.66K
TypeSH
Market value$45.44M
2.62%
Sole
190.66K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares119.88K
TypeSH
Market value$42.36M
2.45%
Sole
119.88K
Shared
0.00
None
0.00

JOHNSON JOHNSON

SOLE
COM
Shares136.88K
TypeSH
Market value$34.76M
2.01%
Sole
136.88K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares66.43K
TypeSH
Market value$34.12M
1.97%
Sole
66.43K
Shared
0.00
None
0.00

RTX CORPORATION

SOLE
COM
Shares177.12K
TypeSH
Market value$33.60M
1.94%
Sole
177.12K
Shared
0.00
None
0.00

JPMORGAN CHASE CO

SOLE
COM
Shares95.12K
TypeSH
Market value$31.14M
1.80%
Sole
95.12K
Shared
0.00
None
0.00

CUMMINS INC

SOLE
COM
Shares43.40K
TypeSH
Market value$30.95M
1.79%
Sole
43.40K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares60.48K
TypeSH
Market value$30.26M
1.75%
Sole
60.48K
Shared
0.00
None
0.00

COSTCO WHOLESALE CORPORATION

SOLE
COM
Shares31.55K
TypeSH
Market value$29.52M
1.70%
Sole
31.55K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
SHRT TRM CORP BD
Shares366.67K
TypeSH
Market value$28.98M
1.67%
Sole
366.67K
Shared
0.00
None
0.00

TJX COS INC NEW

SOLE
COM
Shares179.85K
TypeSH
Market value$27.25M
1.57%
Sole
179.85K
Shared
0.00
None
0.00

OREILLY AUTOMOTIVE INC

SOLE
COM
Shares290.84K
TypeSH
Market value$26.78M
1.55%
Sole
290.84K
Shared
0.00
None
0.00

GOLDMAN SACHS GROUP INC

SOLE
COM
Shares25.73K
TypeSH
Market value$26.02M
1.50%
Sole
25.73K
Shared
0.00
None
0.00

ARISTA NETWORKS INC

SOLE
COM SHS
Shares152.26K
TypeSH
Market value$25.87M
1.49%
Sole
152.26K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares128.45K
TypeSH
Market value$25.70M
1.48%
Sole
128.45K
Shared
0.00
None
0.00

EATON CORP PLC

SOLE
SHS
Shares53.28K
TypeSH
Market value$22.71M
1.31%
Sole
53.28K
Shared
0.00
None
0.00

PHILIP MORRIS INTL INC

SOLE
COM
Shares120.33K
TypeSH
Market value$21.77M
1.26%
Sole
120.33K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares38.11K
TypeSH
Market value$21.47M
1.24%
Sole
38.11K
Shared
0.00
None
0.00
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