13F Insight
DOSSIER · 13F-HR · Q2 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC.

$1.7B in tracked AUM across 401 positions as of Q2 2026.

BF
CIK 0000911274 · last filed Jun 30, 2026
Total AUM
$1.7B
as of Q2 2026
Holdings
401
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$93M322K5.4%02
DELL
DELL TECHNOLOGIES INC
$71M164K4.1%03
AVGO
BROADCOM INC
$62M165K3.6%04
GOOGL
ALPHABET INC
$54M151K3.1%05
MSFT
MICROSOFT CORP
$54M144K3.1%06
MU
MICRON TECHNOLOGY INC
$52M45K3.0%07
KLAC
KLA CORP
$47M155K2.7%08
AMZN
AMAZON COM INC
$45M191K2.6%09
GOOG
ALPHABET INC
$42M120K2.4%10
JNJ
JOHNSON JOHNSON
$35M137K2.0%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$887M▼ 4.0%
218 positionsLocked
Showing 12 of 98