CIK 911274
BEESE FULMER INVESTMENT MANAGEMENT, INC.
Institutional 13F holdings & portfolio
Holdings
395
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 395
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| APP | APPLOVIN CORP COM CL A | 3K | $1M+ | SH |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 6K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP COM | 6K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC CL A | 5K | $1M+ | SH |
| WFC | WELLS FARGO & CO COM | 22K | $1M+ | SH |
| BA | BOEING CO COM | 18K | $1M+ | SH |
| L | LOEWS CORP COM | 19K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 36K | $1M+ | SH |
| T | AT&T INC COM | 153K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 3K | $1M+ | SH |
| CSX | CSX CORP COM | 52K | $1M+ | SH |
| IBDW | ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | 80K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 14K | $1M+ | SH |
| SLB | SLB LIMITED COM STK | 41K | $1M+ | SH |
| SHEL | SHELL PLC SPON ADS | 42K | $1M+ | SH |
| TKR | TIMKEN CO COM | 18K | $1M+ | SH |
| FITB | FIFTH THIRD BANCORP COM | 32K | $1M+ | SH |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 16K | $1M+ | SH |
| ORCL | ORACLE CORP COM | 8K | $1M+ | SH |
| MS | MORGAN STANLEY COM NEW | 8K | $1M+ | SH |
| KEY | KEYCORP COM | 69K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO COM | 7K | $1M+ | SH |
| VTV | VANGUARD VALUE ETF | 7K | $1M+ | SH |
| V | VISA INC COM CL A | 4K | $1M+ | SH |
| D | DOMINION ENERGY INC COM | 46K | $1M+ | SH |
| KMPR | KEMPER CORP COM | 33K | $1M+ | SH |
| PSX | PHILLIPS 66 COM | 10K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC COM | 6K | $1M+ | SH |
| CSCO | CISCO SYS INC COM | 17K | $1M+ | SH |
| VUSB | VANGUARD ULTRA-SHORT BOND ETF | 26K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC COM NEW | 2K | $1M+ | SH |
| SJM | SMUCKER J M CO COM NEW | 13K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC. | 29K | $1M+ | SH |
| SYF | SYNCHRONY FINANCIAL COM | 14K | $1M+ | SH |
| CARR | CARRIER GLOBAL CORPORATION COM | 22K | $1M+ | SH |
| UPS | UNITED PARCEL SVCS INC CL B | 12K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC CL A | 43K | $1M+ | SH |
| MO | ALTRIA GROUP, INC. | 20K | $1M+ | SH |
| CPAY | CORPAY INC COM SHS | 4K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP COM | 5K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC SHS | 9K | $1M+ | SH |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 8K | $1M+ | SH |
| MPC | MARATHON PETE CORP COM | 7K | $1M+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 4K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 2K | $1M+ | SH |
| AMGN | AMGEN INC COM | 3K | $1M+ | SH |
| TXN | TEXAS INSTRS INC COM | 12K | $1M+ | SH |
| VOO | VANGUARD S&P 500 ETF | 2K | $500K+ | SH |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 2K | $500K+ | SH |
| QQQ | INVESCO QQQ TRUST SERIES I | 2K | $500K+ | SH |