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 151–200 of 395
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HON | HONEYWELL INTERNATIONAL INC. | 5K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL COM | 34K | $500K+ | SH |
| WBD | WARNER BROS DISCOVERY INC COM SER A | 64K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC COM | 5K | $500K+ | SH |
| EFA | ISHARES MSCI EAFE ETF | 9K | $500K+ | SH |
| TSLA | TESLA INC COM | 2K | $500K+ | SH |
| TFC | TRUIST FINL CORP COM | 17K | $500K+ | SH |
| VO | VANGUARD MID-CAP ETF | 3K | $500K+ | SH |
| GIS | GENERAL MILLS INC COM | 17K | $500K+ | SH |
| IWR | ISHARES RUSSELL MIDCAP ETF | 8K | $500K+ | SH |
| MMM | 3M COMPANY | 5K | $500K+ | SH |
| AFL | AFLAC INC COM | 7K | $500K+ | SH |
| INTC | INTEL CORP COM | 21K | $500K+ | SH |
| VUG | VANGUARD GROWTH ETF | 2K | $500K+ | SH |
| IAU | ISHARES GOLD TRUST | 9K | $500K+ | SH |
| JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 13K | $500K+ | SH |
| ABNB | AIRBNB INC COM CL A | 5K | $500K+ | SH |
| NEM | NEWMONT CORP COM | 7K | $500K+ | SH |
| WMB | WILLIAMS COS INC COM | 11K | $500K+ | SH |
| ADSK | AUTODESK INC COM | 2K | $500K+ | SH |
| VV | VANGUARD LARGE-CAP ETF | 2K | $500K+ | SH |
| PDLB | Ponce Financial Group Inc. | 41K | $500K+ | SH |
| TEAM | ATLASSIAN CORPORATION CL A | 4K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC COM | 3K | $500K+ | SH |
| TIGO | MILLICOM INTL CELLULAR S A COM STK | 12K | $500K+ | SH |
| ROP | ROPER TECHNOLOGIES INC COM | 1K | $500K+ | SH |
| CNC | CENTENE CORP DEL COM | 16K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 2K | $500K+ | SH |
| PCG | PG&E CORP COM | 40K | $500K+ | SH |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | 8K | $500K+ | SH |
| NOW | SERVICENOW INC COM | 4K | $500K+ | SH |
| BAC | BANK AMERICA CORP COM | 11K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 1K | $500K+ | SH |
| RPM | RPM INTL INC COM | 6K | $500K+ | SH |
| FOXA | FOX CORP CL A COM | 8K | $500K+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | 13K | $500K+ | SH |
| FIX | COMFORT SYS USA INC COM | 620 | $500K+ | SH |
| RSG | REPUBLIC SVCS INC COM | 3K | $500K+ | SH |
| PR | PERMIAN RESOURCES CORP CLASS A COM | 41K | $500K+ | SH |
| BP | BP PLC SPONSORED ADR | 16K | $500K+ | SH |
| PBT | PERMIAN BASIN RTY TR UNIT BEN INT | 32K | $500K+ | SH |
| TRGP | TARGA RES CORP COM | 3K | $500K+ | SH |
| EIX | EDISON INTL COM | 9K | $500K+ | SH |
| CCNE | CNB FINL CORP PA COM | 20K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | 2K | $500K+ | SH |
| PHO | INVESCO WATER RESOURCES ETF | 7K | $100K–$500K | SH |
| ZTS | ZOETIS INC CL A | 4K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC COM | 8K | $100K–$500K | SH |
| VRSN | VERISIGN INC COM | 2K | $100K–$500K | SH |
| XEL | XCEL ENERGY INC COM | 7K | $100K–$500K | SH |