13F Insight
DOSSIER · 13F-HR · Q1 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC.

$1.6B in tracked AUM across 435 positions as of Q1 2026.

BF
CIK 0000911274 · last filed Mar 31, 2026
Total AUM
$1.6B
as of Q1 2026
Holdings
435
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$82M322K5.2%02
MSFT
MICROSOFT CORP
$53M144K3.4%03
AVGO
BROADCOM INC
$52M168K3.3%04
GOOGL
ALPHABET INC
$44M152K2.8%05
AMZN
AMAZON COM INC
$39M189K2.5%06
GOOG
ALPHABET INC
$35M122K2.2%07
XOM
EXXON MOBIL CORP
$35M204K2.2%08
RTX
RTX CORPORATION
$34M176K2.2%09
JNJ
JOHNSON & JOHNSON
$33M136K2.1%10
MA
MASTERCARD INCORPORATED
$33M66K2.1%

Filing history

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 positionsLocked2023Q2Jun 30
$924M▲ 5.5%
221 positionsLocked
Showing 12 of 97