Beese Fulmer Investment Management, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), Beese Fulmer Investment Management, Inc. reported 228 stock positions worth $1.2 billion. Its top holding was Apple (AAPL) at 6.6% of the portfolio, followed by Microsoft (MSFT, 4.8%) and Broadcom (AVGO, 3.5%). Compared with Q3 2024, it opened 3 new positions, sold out of 8, added to 50 and reduced 97. The biggest buy was Amazon.com (AMZN, shares +0%) and the biggest sale KLA (KLAC, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- CANTON, OH
- CIK
- 0000911274
- Portfolio Value
- $1.2B (Q4 2024)
- SEC Filing
- 0000911274-25-000001 ↗ filed Jan 28, 2025
Holdings Value
Holdings 228 stocks · $1.2B
| AAPL Apple Inc. | 6.60% | 308,927 | $77.4M | Reduce -0.6% |
| MSFT Microsoft Corp. | 4.76% | 132,356 | $55.8M | Add +0.3% |
| AVGO Broadcom Inc. | 3.49% | 176,637 | $41.0M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 3.31% | 177,038 | $38.8M | Add +0.5% |
| MA Mastercard Inc. Class A | 3.04% | 67,719 | $35.7M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 2.41% | 30,801 | $28.2M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 2.38% | 147,449 | $27.9M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.25% | 58,167 | $26.4M | Add +0.4% |
| GOOG Alphabet Inc. Class C | 2.15% | 132,147 | $25.2M | Reduce -0.6% |
| ORLY O'reilly Automotive Inc. | 2.06% | 20,404 | $24.2M | Reduce -0.6% |
| JPM JPMorgan Chase & Co. | 1.86% | 90,958 | $21.8M | Reduce -1.2% |
| CRM Salesforce Inc. | 1.82% | 63,840 | $21.3M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 1.76% | 191,478 | $20.6M | Add +0.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.75% | 169,353 | $20.5M | Reduce -0.1% |
| RTX RTX Corp. | 1.73% | 175,590 | $20.3M | Add +0.3% |
| META Meta Platforms Inc. Class A | 1.73% | 34,652 | $20.3M | Add +0.4% |
| PG The Procter & Gamble Co. | 1.70% | 118,900 | $19.9M | Reduce -0.3% |
| JNJ Johnson & Johnson | 1.55% | 125,953 | $18.2M | Add +0.7% |
| NFLX Netflix Inc. | 1.53% | 20,123 | $17.9M | Reduce -0.1% |
| MRK Merck & Co. Inc. | 1.37% | 161,843 | $16.1M | Add +0.8% |
| CB Chubb Ltd. | 1.36% | 57,551 | $15.9M | Add +0.7% |
| SYK Stryker Corp. | 1.30% | 42,417 | $15.3M | Add +0.5% |
| ANET Arista Networks Inc. | 1.29% | 136,453 | $15.1M | Add +1.1% |
| MCD McDonald's Corp. | 1.27% | 51,411 | $14.9M | Reduce -0.3% |
| CMI Cummins Inc. | 1.26% | 42,401 | $14.8M | Reduce -1.0% |
| ICE Intercontinental Exchange Inc. | 1.23% | 96,985 | $14.5M | Reduce -0.1% |
| GS Goldman Sachs Group Inc. | 1.23% | 25,101 | $14.4M | Reduce -0.2% |
| NVO Novo-Nordisk A/S-Spons ADR | 1.21% | 164,868 | $14.2M | Add +0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.21% | 127,221 | $14.2M | Add +0.5% |
| CVX Chevron Corp. | 1.19% | 96,619 | $14.0M | Reduce -0.2% |
| PM Philip Morris International | 1.15% | 112,022 | $13.5M | Add +1.3% |
| ETN Eaton Corp. PLC | 1.15% | 40,608 | $13.5M | Add +1.6% |
| LIN Linde PLC | 1.08% | 30,249 | $12.7M | Reduce -0.7% |
| HD Home Depot Inc. | 1.01% | 30,365 | $11.8M | Reduce -2.3% |
| UNH Unitedhealth Group Inc. | 1.00% | 23,271 | $11.8M | Add +2.3% |
| KO The Coca-Cola Co. | 0.97% | 182,279 | $11.3M | Reduce -3.6% |
| DELL Dell Technologies -C | 0.97% | 98,426 | $11.3M | Add +0.6% |
| CMCSA Comcast Corp. Class A | 0.93% | 289,309 | $10.9M | Reduce -2.6% |
| ABT Abbott Laboratories | 0.92% | 94,971 | $10.7M | Reduce -0.4% |
| KLAC KLA Corp. | 0.90% | 16,799 | $10.6M | Reduce -12.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.89% | 134,463 | $10.5M | Add +16.1% |
| TXN Texas Instruments Inc. | 0.89% | 55,713 | $10.4M | Add +0.8% |
| UNP Union Pacific Corp. | 0.88% | 45,315 | $10.3M | Reduce -0.3% |
| COP Conocophillips | 0.88% | 103,607 | $10.3M | Reduce -0.1% |
| PEP Pepsico Inc. | 0.87% | 66,834 | $10.2M | Reduce -1.9% |
| EW Edwards Lifesciences Corp. | 0.86% | 135,737 | $10.0M | Reduce -3.1% |
| LOW Lowe's Cos Inc. | 0.85% | 40,246 | $9.9M | Reduce -0.3% |
| AON Aon PLC Class A | 0.79% | 25,663 | $9.2M | Add +1.6% |
| ADBE Adobe Inc. | 0.79% | 20,711 | $9.2M | Add +3.5% |
| IR Ingersoll-Rand Inc. | 0.74% | 95,925 | $8.7M | Add +1.2% |
| DHI D.R. Horton Inc. | 0.69% | 58,068 | $8.1M | Add +2.2% |
| HSY The Hershey Co. | 0.58% | 40,429 | $6.8M | Reduce -3.3% |
| EOG EOG Resources Inc. | 0.55% | 52,815 | $6.5M | Reduce -1.5% |
| ABBV Abbvie Inc. | 0.53% | 35,112 | $6.2M | Reduce -0.6% |
| CAT Caterpillar Inc. | 0.50% | 16,209 | $5.9M | Add +0.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.46% | 8 | $5.4M | No change |
| CW Curtiss-Wright Corp. | 0.45% | 14,758 | $5.2M | Reduce -0.9% |
| NOC Northrop Grumman Corp. | 0.42% | 10,616 | $5.0M | Reduce -0.6% |
| FMNB Farmers Natl Banc Corp. | 0.42% | 350,091 | $5.0M | Reduce -0.6% |
| SHW The Sherwin-Williams Co. | 0.38% | 13,090 | $4.4M | Reduce -1.9% |
| AXP American Express Co. | 0.37% | 14,806 | $4.4M | Reduce -2.7% |
| ADP Automatic Data Processing | 0.36% | 14,559 | $4.3M | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.35% | 30,772 | $4.1M | Reduce -0.8% |
| DE Deere & Co. | 0.34% | 9,329 | $4.0M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 6,520 | $3.8M | Reduce -0.2% |
| ROK Rockwell Automation Inc. | 0.32% | 13,069 | $3.7M | No change |
| CIVB Civista Bancshares Inc. | 0.32% | 176,681 | $3.7M | No change |
| HBAN Huntington Bancshares Inc. | 0.31% | 221,658 | $3.6M | Reduce -0.4% |
| TT Trane Technologies PLC | 0.30% | 9,492 | $3.5M | Reduce -0.0% |
| MCK McKesson Corp. | 0.27% | 5,625 | $3.2M | Reduce -0.2% |
| EMR Emerson Electric Co. | 0.26% | 24,665 | $3.1M | Reduce -0.6% |
| TDY Teledyne Technologies Inc. | 0.25% | 6,316 | $2.9M | No change |
| APD Air Products & Chemicals Inc. | 0.25% | 10,031 | $2.9M | Reduce -1.0% |
| MKL Markel Group Inc. | 0.22% | 1,507 | $2.6M | No change |
| KMPR Kemper Corp. | 0.22% | 38,742 | $2.6M | Reduce -2.0% |
| TDG Transdigm Group Inc. | 0.22% | 2,022 | $2.6M | Add +1.9% |
| GE General Electric filed as GE AEROSPACE | 0.21% | 15,099 | $2.5M | Reduce -0.5% |
| FCX Freeport-McMoran Inc. | 0.21% | 65,811 | $2.5M | Add +1.1% |
| LAMR Lamar Advertising Co. Class A | 0.21% | 20,574 | $2.5M | Add +1.2% |
| QCOM Qualcomm Inc. | 0.21% | 15,873 | $2.4M | Reduce -0.5% |
| AXON Axon Enterprise Inc. | 0.21% | 4,068 | $2.4M | Reduce -1.8% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 12,314 | $2.4M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 10,390 | $2.3M | Add +2.1% |
| FDX FedEx Corp. | 0.19% | 7,844 | $2.2M | Add +0.0% |
| NSC Norfolk Southern Corp. | 0.16% | 8,139 | $1.9M | Reduce -1.0% |
| WMT Walmart Inc. | 0.16% | 21,070 | $1.9M | Reduce -6.1% |
| CSX CSX Corp. | 0.16% | 58,850 | $1.9M | Reduce -0.2% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.16% | 48,759 | $1.9M | Reduce -2.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 6,410 | $1.9M | No change |
| D Dominion Energy Inc. | 0.15% | 33,612 | $1.8M | Reduce -1.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 9,048 | $1.8M | Reduce -7.2% |
| BDX Becton Dickinson and Co. | 0.15% | 7,620 | $1.7M | Reduce -2.3% |
| T AT&T Inc. | 0.14% | 72,580 | $1.7M | Reduce -0.3% |
| L Loews Corp. | 0.14% | 19,395 | $1.6M | No change |
| WFC Wells Fargo & Co. | 0.14% | 23,231 | $1.6M | Reduce -2.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.14% | 4,750 | $1.6M | Add +0.4% |
| VZ Verizon Communications Inc. | 0.13% | 39,132 | $1.6M | Reduce -5.7% |
| BA The Boeing Co. | 0.13% | 8,611 | $1.5M | Reduce -0.2% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.13% | 13,818 | $1.5M | Reduce -4.8% |
| FITB Fifth Third Bancorp | 0.13% | 35,906 | $1.5M | Reduce -0.0% |
Portfolio Sells Q3 2024 → Q4 2024
| KLAC KLA Corp. | Reduce -12.5% | 0.90% | −0.37 |
| KO The Coca-Cola Co. | Reduce -3.6% | 0.97% | −0.20 |
| LIN Linde PLC | Reduce -0.7% | 1.08% | −0.17 |
| CMCSA Comcast Corp. Class A | Reduce -2.6% | 0.93% | −0.14 |
| PEP Pepsico Inc. | Reduce -1.9% | 0.87% | −0.13 |
| ICE Intercontinental Exchange Inc. | Reduce -0.1% | 1.23% | −0.11 |
| HSY The Hershey Co. | Reduce -3.3% | 0.58% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -0.3% | 0.85% | −0.09 |
| UNP Union Pacific Corp. | Reduce -0.3% | 0.88% | −0.08 |
| MCD McDonald's Corp. | Reduce -0.3% | 1.27% | −0.08 |
| HD Home Depot Inc. | Reduce -2.3% | 1.01% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 1.70% | −0.07 |
| ABBV Abbvie Inc. | Reduce -0.6% | 0.53% | −0.07 |
| COP Conocophillips | Reduce -0.1% | 0.88% | −0.06 |
| NOC Northrop Grumman Corp. | Reduce -0.6% | 0.42% | −0.06 |
| SHW The Sherwin-Williams Co. | Reduce -1.9% | 0.38% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Reduce -6.0% | 0.11% | −0.04 |
| FMNB Farmers Natl Banc Corp. | Reduce -0.6% | 0.42% | −0.03 |
| GE General Electric | Reduce -0.5% | 0.21% | −0.03 |
| CVX Chevron Corp. | Reduce -0.2% | 1.19% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -5.7% | 0.13% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -0.5% | 0.21% | −0.02 |
| SFBC Sound Financial Bancorp Inc. | Reduce -47.5% | 0.02% | −0.02 |
| CARR Carrier Global Corp. | Reduce -1.9% | 0.11% | −0.02 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.02 |
| SLB SLB Ltd. | Reduce -2.8% | 0.16% | −0.02 |
| SJM The JM Smucker Co. | Reduce -4.8% | 0.13% | −0.02 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.02 |
| AMGN Amgen Inc. | Reduce -1.0% | 0.08% | −0.02 |
| TKR Timken Co. | Reduce -2.4% | 0.09% | −0.02 |
| PFE Pfizer Inc. | Reduce -5.9% | 0.12% | −0.02 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.02 |
| AVNT Avient Corp. | Sold out | 0.00% | −0.02 |
| PSX Phillips 66 | Sold out | 0.00% | −0.02 |
| PHO Invesco Water Resources ETF | Sold out | 0.00% | −0.02 |
| TT Trane Technologies PLC | Reduce -0.0% | 0.30% | −0.02 |
| ABT Abbott Laboratories | Reduce -0.4% | 0.92% | −0.02 |
| HTH Hilltop Holdings Inc. | Sold out | 0.00% | −0.02 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.02 |
| ST Sensata Technologies Holdplc | Reduce -12.0% | 0.03% | −0.02 |
| GIS General Mills Inc. | Reduce -0.3% | 0.10% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -33.2% | 0.04% | −0.02 |
| AEP American Electric Power | Reduce -0.1% | 0.13% | −0.02 |
| D Dominion Energy Inc. | Reduce -1.2% | 0.15% | −0.01 |
| EOG EOG Resources Inc. | Reduce -1.5% | 0.55% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -2.3% | 0.15% | −0.01 |
| CSX CSX Corp. | Reduce -0.2% | 0.16% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -1.0% | 0.16% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -1.0% | 0.25% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -1.9% | 0.04% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +0.5% | 3.31% | +0.49 |
| GOOGL Alphabet Inc. Class A | Add +1.1% | 2.38% | +0.30 |
| ANET Arista Networks Inc. | Add +1.1% | 1.29% | +0.17 |
| DIS The Walt Disney Co. | Add +0.5% | 1.21% | +0.16 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +16.1% | 0.89% | +0.11 |
| AON Aon PLC Class A | Add +1.6% | 0.79% | +0.04 |
| META Meta Platforms Inc. Class A | Add +0.4% | 1.73% | +0.03 |
| MSTR Strategy Inc. | New | 0.03% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.4% | 0.14% | +0.02 |
| TSLA Tesla Inc. | Add +4.4% | 0.06% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +21.6% | 0.11% | +0.02 |
| GILD Gilead Sciences Inc. | New | 0.02% | +0.02 |
| CHTR Charter Communications Inc. Class A | New | 0.02% | +0.02 |
| V Visa Inc. Class A | Add +0.9% | 0.12% | +0.02 |
| ETN Eaton Corp. PLC | Add +1.6% | 1.15% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +0.1% | 0.12% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +4.3% | 0.07% | +0.01 |
| FOXA Fox Corp. Class A | Add +5.9% | 0.04% | +0.01 |
| PNC PNC Financial Services Group | Add +4.2% | 0.07% | +0.01 |
| TFC Truist Financial Corp. | Add +8.7% | 0.06% | +0.01 |
| FDX FedEx Corp. | Add +0.0% | 0.19% | +0.00 |
| IBM Intl Business Machines Corp. | Add +2.1% | 0.19% | +0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.1% | 0.10% | +0.00 |
| LOAN Manhattan Bridge Capital Inc. | Add +9.7% | 0.01% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.5% | 0.07% | −0.00 |
| FE Firstenergy Corp. | Add +6.6% | 0.03% | −0.00 |
| DUK Duke Energy Corp. | Add +3.1% | 0.04% | −0.00 |
| UPS United Parcel Service Class B | Add +6.7% | 0.09% | −0.00 |
| PM Philip Morris International | Add +1.3% | 1.15% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.3% | 0.21% | −0.00 |
| EFA iShares MSCI Eafe ETF | Add +0.1% | 0.04% | −0.00 |
| MELI MercadoLibre Inc. | Add +1.7% | 0.03% | −0.01 |
| SYK Stryker Corp. | Add +0.5% | 1.30% | −0.01 |
| LMT Lockheed Martin Corp. | Add +1.9% | 0.05% | −0.01 |
| GD General Dynamics Corp. | Add +1.1% | 0.11% | −0.02 |
| LAMR Lamar Advertising Co. Class A | Add +1.2% | 0.21% | −0.02 |
| TDG Transdigm Group Inc. | Add +1.9% | 0.22% | −0.02 |
| DELL Dell Technologies -C | Add +0.6% | 0.97% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.4% | 2.25% | −0.04 |
| CAT Caterpillar Inc. | Add +0.3% | 0.50% | −0.04 |
| CB Chubb Ltd. | Add +0.7% | 1.36% | −0.06 |
| IR Ingersoll-Rand Inc. | Add +1.2% | 0.74% | −0.06 |
| FCX Freeport-McMoran Inc. | Add +1.1% | 0.21% | −0.07 |
| RTX RTX Corp. | Add +0.3% | 1.73% | −0.09 |
| TXN Texas Instruments Inc. | Add +0.8% | 0.89% | −0.09 |
| ADBE Adobe Inc. | Add +3.5% | 0.79% | −0.10 |
| MSFT Microsoft Corp. | Add +0.3% | 4.76% | −0.12 |
| UNH Unitedhealth Group Inc. | Add +2.3% | 1.00% | −0.14 |
| XOM Exxon Mobil Corp. | Add +0.5% | 1.76% | −0.16 |
| JNJ Johnson & Johnson | Add +0.7% | 1.55% | −0.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 401 | $1.7B | AAPL, DELL, AVGO, GOOGL, MSFT |
| Q1 2026 | 435 | $1.6B | AAPL, MSFT, AVGO, GOOGL, AMZN |
| Q4 2025 | 395 | $1.5B | AAPL, MSFT, AVGO, GOOGL, AMZN |
| Q3 2025 | 285 | $1.4B | AAPL, MSFT, AVGO, AMZN, MA |
| Q2 2025 | 285 | $1.3B | MSFT, AAPL, AVGO, AMZN, MA |
| Q1 2025 | 252 | $1.2B | AAPL, MSFT, MA, AMZN, BRK.B |
| Q4 2024 | 228 | $1.2B | AAPL, MSFT, AVGO, AMZN, MA |
| Q3 2024 | 233 | $1.2B | AAPL, MSFT, MA, AMZN, AVGO |
| Q2 2024 | 223 | $1.1B | AAPL, MSFT, AMZN, MA, AVGO |
| Q1 2024 | 225 | $1.1B | MSFT, AAPL, MA, AMZN, BRK.B |