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 251–300 of 395
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 5K | $100K–$500K | SH |
| NVS | NOVARTIS AG SPONSORED ADR | 3K | $100K–$500K | SH |
| VST | VISTRA CORP COM | 2K | $100K–$500K | SH |
| HEI | HEICO CORP NEW COM | 1K | $100K–$500K | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | 888 | $100K–$500K | SH |
| HUBS | HUBSPOT INC COM | 868 | $100K–$500K | SH |
| WRB | BERKLEY W R CORP COM | 5K | $100K–$500K | SH |
| LOAN | MANHATTAN BRDG CAP INC COM | 343K | $100K–$500K | SH |
| MTB | M & T BK CORP COM | 2K | $100K–$500K | SH |
| OTIS | OTIS WORLDWIDE CORP COM | 4K | $100K–$500K | SH |
| EXEL | EXELIXIS INC COM | 8K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP COM | 2K | $100K–$500K | SH |
| GLW | CORNING INC COM | 4K | $100K–$500K | SH |
| CZWI | CITIZENS CMNTY BANCORP INC MD COM | 19K | $100K–$500K | SH |
| FSBW | FS BANCORP INC COM | 8K | $100K–$500K | SH |
| PLD | PROLOGIS INC. COM | 3K | $100K–$500K | SH |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUND | 4K | $100K–$500K | SH |
| EQIX | EQUINIX INC COM | 430 | $100K–$500K | SH |
| JLL | JONES LANG LASALLE INC COM | 976 | $100K–$500K | SH |
| STE | STERIS PLC SHS USD | 1K | $100K–$500K | SH |
| CFG | CITIZENS FINL GROUP INC COM | 6K | $100K–$500K | SH |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | 5K | $100K–$500K | SH |
| FOUR | SHIFT4 PMTS INC CL A | 5K | $100K–$500K | SH |
| BX | BLACKSTONE INC COM | 2K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP COM | 4K | $100K–$500K | SH |
| CMA | COMERICA INC COM | 4K | $100K–$500K | SH |
| WING | WINGSTOP INC COM | 1K | $100K–$500K | SH |
| ULTA | ULTA BEAUTY INC COM | 508 | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO COM | 6K | $100K–$500K | SH |
| ACGL | ARCH CAP GROUP LTD ORD | 3K | $100K–$500K | SH |
| TWLO | TWILIO INC CL A | 2K | $100K–$500K | SH |
| SNOW | SNOWFLAKE INC COM SHS | 1K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 4K | $100K–$500K | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | 624 | $100K–$500K | SH |
| MTUS | METALLUS INC COM | 18K | $100K–$500K | SH |
| BBY | BEST BUY INC COM | 4K | $100K–$500K | SH |
| IT | GARTNER INC COM | 1K | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS INC COM | 2K | $100K–$500K | SH |
| LH | LABCORP HOLDINGS INC COM SHS | 1K | $100K–$500K | SH |
| CVS | CVS HEALTH CORP COM | 4K | $100K–$500K | SH |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | 2K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC COM | 3K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC COM | 4K | $100K–$500K | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 2K | $100K–$500K | SH |
| BSV | VANGUARD SHORT-TERM BOND ETF | 4K | $100K–$500K | SH |
| MCO | MOODYS CORP COM | 562 | $100K–$500K | SH |
| CHWY | CHEWY INC CL A | 9K | $100K–$500K | SH |
| EME | EMCOR GROUP INC COM | 468 | $100K–$500K | SH |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | 6K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC COM | 1K | $100K–$500K | SH |