13F Insight
DOSSIER · 13F-HR · Q3 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC.

$1.8B in tracked AUM across 356 positions as of Q3 2026.

BF
CIK 0000911274 · last filed Sep 30, 2026
Total AUM
$1.8B
as of Q3 2026
Holdings
356
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$107M320K6.0%02
DELL
DELL TECHNOLOGIES INC
$85M158K4.8%03
MSFT
MICROSOFT CORP
$74M145K4.2%04
AVGO
BROADCOM INC
$58M165K3.3%05
GOOGL
ALPHABET INC
$52M152K3.0%06
AMZN
AMAZON COM INC
$48M192K2.7%07
MU
MICRON TECHNOLOGY INC
$45M42K2.6%08
GOOG
ALPHABET INC
$40M119K2.3%09
JNJ
JOHNSON & JOHNSON
$37M139K2.1%10
MA
MASTERCARD INCORPORATED
$37M66K2.1%

Filing history

2026Q3Sep 30
$1.8B▲ 1.9%
356 positionsView →2026Q2Jun 30
$1.7B▲ 11.0%
401 positionsView →2026Q1Mar 31
$1.6B▲ 1.6%
435 positionsView →2025Q4Dec 31
$1.5B▲ 6.2%
395 positionsView →2025Q3Sep 30
$1.4B▲ 7.8%
285 positionsLocked2025Q2Jun 30
$1.3B▲ 15.6%
285 positionsLocked2025Q1Mar 31
$1.2B▼ 0.9%
252 positionsLocked2024Q4Dec 31
$1.2B▲ 0.7%
228 positionsLocked2024Q3Sep 30
$1.2B▲ 6.0%
233 positionsLocked2024Q2Jun 30
$1.1B▲ 3.4%
223 positionsLocked2024Q1Mar 31
$1.1B▲ 10.1%
225 positionsLocked2023Q4Dec 31
$966M▲ 8.9%
225 positionsLocked
Showing 12 of 99