BEESE FULMER INVESTMENT MANAGEMENT, INC.

CIK 0000911274 · CANTON, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

BEESE FULMER INVESTMENT MANAGEMENT, INC. reported 401 positions worth $1.73B as of June 30, 2026 (13F filed July 29, 2026). Largest holding: AAPL (5.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.73B
2026 Q2
Positions
401
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.0%
Est. Net Flow (Q)
2026 Q2
10 / 401 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$93.1M5.38%321,813
2DELLDELL TECHNOLOGIES INCSH$70.6M4.08%163,718
3AVGOBROADCOM INCSH$62.2M3.59%164,602
4GOOGLALPHABET INCSH$53.8M3.11%150,632
5MSFTMICROSOFT CORPSH$53.7M3.10%143,925
6MUMICRON TECHNOLOGY INCSH$51.6M2.98%44,735
7KLACKLA CORPSH$46.9M2.71%155,284
8AMZNAMAZON COM INCSH$45.4M2.62%190,655
9GOOGALPHABET INCSH$42.4M2.45%119,882
10JNJJOHNSON JOHNSONSH$34.8M2.01%136,876

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does BEESE FULMER INVESTMENT MANAGEMENT, INC. hold as of Q2 2026?

BEESE FULMER INVESTMENT MANAGEMENT, INC. reported 401 positions worth $1.73B in its Q2 2026 13F filing. Largest positions: AAPL (5.4%), DELL (4.1%), AVGO (3.6%), GOOGL (3.1%) and MSFT (3.1%).

What did BEESE FULMER INVESTMENT MANAGEMENT, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did BEESE FULMER INVESTMENT MANAGEMENT, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.