Beese Fulmer Investment Management, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Beese Fulmer Investment Management, Inc. reported 285 stock positions worth $1.3 billion. Its top holding was Microsoft (MSFT) at 5.2% of the portfolio, followed by Apple (AAPL, 4.9%) and Broadcom (AVGO, 3.6%). Compared with Q1 2025, it opened 39 new positions, sold out of 6, added to 147 and reduced 57. The biggest buy was iShares S&P 500 Growth ETF (IVW, shares +4219%) and the biggest sale Unitedhealth (UNH, shares −94%).
- Most Recent 13F
- Q2 2026
- Location
- CANTON, OH
- CIK
- 0000911274
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0000911274-25-000006 ↗ filed Aug 7, 2025
Holdings Value
Holdings 285 stocks · $1.3B
| MSFT Microsoft Corp. | 5.21% | 140,565 | $69.9M | Add +4.6% |
| AAPL Apple Inc. | 4.87% | 318,445 | $65.3M | Add +2.6% |
| AVGO Broadcom Inc. | 3.55% | 172,913 | $47.7M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 2.95% | 180,562 | $39.6M | Add +1.5% |
| MA Mastercard Inc. Class A | 2.81% | 67,042 | $37.7M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 2.25% | 30,487 | $30.2M | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.13% | 58,823 | $28.6M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 2.03% | 94,132 | $27.3M | Add +3.0% |
| NFLX Netflix Inc. | 2.00% | 20,097 | $26.9M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 2.00% | 152,468 | $26.9M | Add +1.6% |
| ORLY O'reilly Automotive Inc. | 1.99% | 297,113 | $26.8M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 1.93% | 35,064 | $25.9M | Add +0.1% |
| RTX RTX Corp. | 1.91% | 175,902 | $25.7M | Add +0.6% |
| GOOG Alphabet Inc. Class C | 1.71% | 129,686 | $23.0M | Reduce -0.7% |
| XOM Exxon Mobil Corp. | 1.61% | 200,691 | $21.6M | Add +2.5% |
| DELL Dell Technologies -C | 1.60% | 175,225 | $21.5M | Reduce -1.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.58% | 171,395 | $21.2M | Add +0.8% |
| PM Philip Morris International | 1.53% | 112,489 | $20.5M | Add +0.2% |
| JNJ Johnson & Johnson | 1.50% | 132,232 | $20.2M | Add +2.8% |
| PG The Procter & Gamble Co. | 1.47% | 123,638 | $19.7M | Add +2.3% |
| CRM Salesforce Inc. | 1.35% | 66,713 | $18.2M | Add +4.0% |
| GS Goldman Sachs Group Inc. | 1.35% | 25,521 | $18.1M | Add +1.8% |
| ICE Intercontinental Exchange Inc. | 1.32% | 96,843 | $17.8M | Add +0.4% |
| SYK Stryker Corp. | 1.28% | 43,359 | $17.2M | Add +1.6% |
| ETN Eaton Corp. PLC | 1.27% | 47,946 | $17.1M | Add +9.2% |
| CB Chubb Ltd. | 1.25% | 57,914 | $16.8M | Reduce -0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.21% | 131,391 | $16.3M | Add +1.7% |
| KLAC KLA Corp. | 1.16% | 17,455 | $15.6M | Add +2.0% |
| MCD McDonald's Corp. | 1.16% | 53,207 | $15.5M | Add +1.6% |
| ANET Arista Networks Inc. | 1.09% | 143,147 | $14.6M | Add +2.8% |
| CVX Chevron Corp. | 1.07% | 100,600 | $14.4M | Add +1.9% |
| CMI Cummins Inc. | 1.07% | 43,946 | $14.4M | Add +3.0% |
| LIN Linde PLC | 1.07% | 30,571 | $14.3M | Add +0.7% |
| ABT Abbott Laboratories | 1.05% | 104,031 | $14.1M | Add +2.6% |
| MRK Merck & Co. Inc. | 0.99% | 167,138 | $13.2M | Add +2.7% |
| IVW iShares S&P 500 Growth ETF | 0.96% | 116,833 | $12.9M | Add +4219.1% |
| KO The Coca-Cola Co. | 0.95% | 179,779 | $12.7M | Add +0.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.94% | 158,806 | $12.6M | Add +7.8% |
| IVE iShares S&P 500 Value ETF | 0.93% | 63,912 | $12.5M | New |
| HD Home Depot Inc. | 0.87% | 31,921 | $11.7M | Add +4.3% |
| EW Edwards Lifesciences Corp. | 0.82% | 140,668 | $11.0M | Add +2.7% |
| UNP Union Pacific Corp. | 0.81% | 47,187 | $10.9M | Add +2.9% |
| AON Aon PLC Class A | 0.71% | 26,716 | $9.5M | Add +1.7% |
| COP Conocophillips | 0.68% | 102,397 | $9.2M | Reduce -0.4% |
| ADBE Adobe Inc. | 0.67% | 23,384 | $9.0M | Add +7.4% |
| LOW Lowe's Cos Inc. | 0.67% | 40,683 | $9.0M | Add +2.0% |
| BAH Booz Allen Hamilton Holdings | 0.66% | 85,026 | $8.9M | New |
| PEP Pepsico Inc. | 0.64% | 65,262 | $8.6M | Reduce -1.7% |
| DHI D.R. Horton Inc. | 0.64% | 66,363 | $8.6M | Add +6.2% |
| IR Ingersoll-Rand Inc. | 0.60% | 96,644 | $8.0M | Reduce -4.4% |
| ABBV Abbvie Inc. | 0.52% | 37,929 | $7.0M | Add +8.0% |
| CW Curtiss-Wright Corp. | 0.51% | 13,919 | $6.8M | Reduce -2.9% |
| TMUS T-Mobile US Inc. | 0.50% | 27,908 | $6.6M | Add +17.9% |
| CAT Caterpillar Inc. | 0.49% | 17,054 | $6.6M | Add +5.3% |
| EOG EOG Resources Inc. | 0.49% | 55,305 | $6.6M | Add +2.6% |
| HSY The Hershey Co. | 0.49% | 39,589 | $6.6M | Reduce -1.2% |
| IJR iShares Core S&P Small-Cap E | 0.46% | 55,970 | $6.1M | New |
| BRK.A Berkshire Hathaway Inc. Class A | 0.43% | 8 | $5.8M | No change |
| NOC Northrop Grumman Corp. | 0.41% | 11,019 | $5.5M | Add +4.0% |
| IJH iShares Core S&P Midcap ETF | 0.40% | 85,510 | $5.3M | New |
| DE Deere & Co. | 0.38% | 10,039 | $5.1M | Add +19.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 8,253 | $5.1M | Add +7.9% |
| NVDA Nvidia Corp. | 0.37% | 31,611 | $5.0M | Add +2.2% |
| AXP American Express Co. | 0.36% | 15,202 | $4.8M | Add +4.1% |
| ADP Automatic Data Processing | 0.36% | 15,493 | $4.8M | Add +6.4% |
| FMNB Farmers Natl Banc Corp. | 0.35% | 338,141 | $4.7M | Reduce -1.1% |
| TT Trane Technologies PLC | 0.33% | 10,015 | $4.4M | Add +6.1% |
| ROK Rockwell Automation Inc. | 0.33% | 13,173 | $4.4M | Add +1.3% |
| SHW The Sherwin-Williams Co. | 0.32% | 12,475 | $4.3M | Reduce -3.7% |
| CMCSA Comcast Corp. Class A | 0.32% | 118,967 | $4.2M | Reduce -4.0% |
| GE General Electric filed as GE AEROSPACE | 0.31% | 16,145 | $4.2M | Add +5.3% |
| RSP Invesco S&P 500 Equal Weight | 0.31% | 22,619 | $4.1M | Add +655.7% |
| MCK McKesson Corp. | 0.29% | 5,289 | $3.9M | Reduce -1.9% |
| HBAN Huntington Bancshares Inc. | 0.29% | 231,084 | $3.9M | Add +5.0% |
| CIVB Civista Bancshares Inc. | 0.29% | 166,085 | $3.9M | Reduce -0.8% |
| VIG Vanguard Dividend Apprec ETF | 0.26% | 17,320 | $3.5M | Add +37.3% |
| IBDR iShares Ibonds Dec 2026 Term | 0.26% | 142,117 | $3.4M | New |
| AXON Axon Enterprise Inc. | 0.25% | 4,109 | $3.4M | Reduce -1.3% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.25% | 135,082 | $3.4M | New |
| FLOT iShares Floating Rate Bond E | 0.25% | 66,261 | $3.4M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 11,378 | $3.4M | Add +10.8% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.25% | 137,261 | $3.3M | New |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 39,351 | $3.3M | New |
| IBDT iShares Ibonds Dec 2028 ETF | 0.24% | 128,299 | $3.3M | New |
| TDG Transdigm Group Inc. | 0.24% | 2,093 | $3.2M | Add +1.3% |
| EMR Emerson Electric Co. | 0.24% | 23,738 | $3.2M | Reduce -1.2% |
| FCX Freeport-McMoran Inc. | 0.23% | 72,723 | $3.2M | Add +7.2% |
| TDY Teledyne Technologies Inc. | 0.23% | 6,098 | $3.1M | Reduce -1.7% |
| MKL Markel Group Inc. | 0.22% | 1,507 | $3.0M | No change |
| APD Air Products & Chemicals Inc. | 0.22% | 10,509 | $3.0M | Add +4.9% |
| QCOM Qualcomm Inc. | 0.20% | 17,012 | $2.7M | Add +7.0% |
| NSC Norfolk Southern Corp. | 0.20% | 10,382 | $2.7M | Reduce -1.5% |
| LLY Eli Lilly & Co. | 0.19% | 3,248 | $2.5M | Add +51.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.18% | 4,856 | $2.5M | Add +0.3% |
| WMT Walmart Inc. | 0.18% | 24,941 | $2.4M | Add +8.0% |
| PFE Pfizer Inc. | 0.18% | 100,404 | $2.4M | Add +70.0% |
| LAMR Lamar Advertising Co. Class A | 0.18% | 19,642 | $2.4M | Reduce -2.0% |
| T AT&T Inc. | 0.18% | 81,901 | $2.4M | Add +6.9% |
| IBDU iShares Ibonds Dec 2029 Term | 0.17% | 96,944 | $2.3M | New |
| KMPR Kemper Corp. | 0.17% | 34,805 | $2.2M | Reduce -6.3% |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -94.2% | 0.03% | −1.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.99 |
| ORLY O'reilly Automotive Inc. | Reduce -1.1% | 1.99% | −0.48 |
| MA Mastercard Inc. Class A | Reduce -0.7% | 2.81% | −0.38 |
| CB Chubb Ltd. | Reduce -0.3% | 1.25% | −0.26 |
| COP Conocophillips | Reduce -0.4% | 0.68% | −0.24 |
| PEP Pepsico Inc. | Reduce -1.7% | 0.64% | −0.22 |
| HSY The Hershey Co. | Reduce -1.2% | 0.49% | −0.10 |
| IR Ingersoll-Rand Inc. | Reduce -4.4% | 0.60% | −0.10 |
| CMCSA Comcast Corp. Class A | Reduce -4.0% | 0.32% | −0.08 |
| SHW The Sherwin-Williams Co. | Reduce -3.7% | 0.32% | −0.07 |
| SLB SLB Ltd. | Reduce -1.5% | 0.12% | −0.05 |
| BDX Becton Dickinson and Co. | Reduce -0.8% | 0.10% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -2.3% | 0.08% | −0.05 |
| KMPR Kemper Corp. | Reduce -6.3% | 0.17% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 1.71% | −0.04 |
| FMNB Farmers Natl Banc Corp. | Reduce -1.1% | 0.35% | −0.04 |
| TDY Teledyne Technologies Inc. | Reduce -1.7% | 0.23% | −0.03 |
| CPAY Corpay Inc. | Reduce -8.4% | 0.10% | −0.03 |
| GIS General Mills Inc. | Reduce -8.6% | 0.06% | −0.03 |
| XLE SS Energy Select Sector | Reduce -27.8% | 0.03% | −0.03 |
| JMST JPM Ultra-Short Muni Income | Reduce -26.8% | 0.04% | −0.02 |
| MCK McKesson Corp. | Reduce -1.9% | 0.29% | −0.02 |
| MO Altria Group Inc. | Reduce -3.5% | 0.09% | −0.02 |
| LAMR Lamar Advertising Co. Class A | Reduce -2.0% | 0.18% | −0.02 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -1.5% | 0.20% | −0.02 |
| EBC Eastern Bankshares Inc. | Reduce -1.4% | 0.06% | −0.02 |
| HONE Harborone Bancorp Inc. | Sold out | 0.00% | −0.01 |
| BP BP PLC-Spons ADR | Reduce -7.4% | 0.03% | −0.01 |
| BANC Banc of California Inc. | Sold out | 0.00% | −0.01 |
| LBTYK Liberty Global Ltd. Class C | Sold out | 0.00% | −0.01 |
| KVUE Kenvue Inc. | Reduce -8.0% | 0.02% | −0.01 |
| ZTS Zoetis Inc. | Reduce -2.8% | 0.04% | −0.01 |
| GABC German American Bancorp | Reduce -15.6% | 0.03% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -21.6% | 0.03% | −0.01 |
| DUK Duke Energy Corp. | Reduce -4.4% | 0.04% | −0.01 |
| WBD Warner Bros Discovery Inc. | Reduce -16.0% | 0.03% | −0.01 |
| GEHC GE Healthcare Technology | Reduce -4.9% | 0.02% | −0.01 |
| SFBC Sound Financial Bancorp Inc. | Reduce -6.0% | 0.02% | −0.01 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.0% | 0.04% | −0.01 |
| WEC WEC Energy Group Inc. | Reduce -0.9% | 0.02% | −0.01 |
| ESSA Essa Bancorp Inc. | Reduce -5.2% | 0.02% | −0.00 |
| RMBI Richmond Mutual Bancorporati | Reduce -3.5% | 0.04% | −0.00 |
| PDLB Ponce Financial Group Inc. | Reduce -1.4% | 0.05% | −0.00 |
| ASRV Ameriserv Financial Inc. | Sold out | 0.00% | −0.00 |
| OEF iShares S&P 100 ETF | Reduce -4.7% | 0.03% | −0.00 |
| ST Sensata Technologies Holdplc | Reduce -14.2% | 0.03% | −0.00 |
| SPGI S&P Global Inc. | Reduce -0.2% | 0.02% | −0.00 |
| XLI SS Industrial Select Sector | Reduce -3.5% | 0.03% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| IVW iShares S&P 500 Growth ETF | Add +4219.1% | 0.96% | +0.94 |
| IVE iShares S&P 500 Value ETF | New | 0.93% | +0.93 |
| MSFT Microsoft Corp. | Add +4.6% | 5.21% | +0.86 |
| BAH Booz Allen Hamilton Holdings | New | 0.66% | +0.66 |
| IJR iShares Core S&P Small-Cap E | New | 0.46% | +0.46 |
| IJH iShares Core S&P Midcap ETF | New | 0.40% | +0.40 |
| RSP Invesco S&P 500 Equal Weight | Add +655.7% | 0.31% | +0.26 |
| IBDR iShares Ibonds Dec 2026 Term | New | 0.26% | +0.26 |
| IBDQ iShares Ibonds Dec 2025 Term | New | 0.25% | +0.25 |
| FLOT iShares Floating Rate Bond E | New | 0.25% | +0.25 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | New | 0.25% | +0.25 |
| ETN Eaton Corp. PLC | Add +9.2% | 1.27% | +0.25 |
| IEFA iShares Core MSCI Eafe ETF | New | 0.24% | +0.24 |
| IBDT iShares Ibonds Dec 2028 ETF | New | 0.24% | +0.24 |
| META Meta Platforms Inc. Class A | Add +0.1% | 1.93% | +0.19 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.17% | +0.17 |
| GS Goldman Sachs Group Inc. | Add +1.8% | 1.35% | +0.17 |
| KLAC KLA Corp. | Add +2.0% | 1.16% | +0.16 |
| ANET Arista Networks Inc. | Add +2.8% | 1.09% | +0.16 |
| DIS The Walt Disney Co. | Add +1.7% | 1.21% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +3.0% | 2.03% | +0.10 |
| NVDA Nvidia Corp. | Add +2.2% | 0.37% | +0.08 |
| VYM Vanguard High DVD Yield ETF | New | 0.08% | +0.08 |
| GEV GE Vernova Inc. | Add +12.6% | 0.16% | +0.07 |
| HON Honeywell International Inc. | Add +187.2% | 0.09% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +37.3% | 0.26% | +0.05 |
| PFE Pfizer Inc. | Add +70.0% | 0.18% | +0.05 |
| TT Trane Technologies PLC | Add +6.1% | 0.33% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.05% | +0.05 |
| IBDV iShares Ibonds Dec 2030 Corp. | New | 0.05% | +0.05 |
| GE General Electric | Add +5.3% | 0.31% | +0.05 |
| DE Deere & Co. | Add +19.1% | 0.38% | +0.04 |
| PSX Phillips 66 | Add +262.0% | 0.06% | +0.04 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.04% | +0.04 |
| MPC Marathon Petroleum Corp. | Add +94.1% | 0.08% | +0.04 |
| AMZN Amazon.com Inc. | Add +1.5% | 2.95% | +0.04 |
| IAU iShares Gold Trust | New | 0.04% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.3% | 0.18% | +0.04 |
| ROK Rockwell Automation Inc. | Add +1.3% | 0.33% | +0.04 |
| CSCO Cisco Systems Inc. | Add +55.5% | 0.11% | +0.04 |
| LLY Eli Lilly & Co. | Add +51.1% | 0.19% | +0.04 |
| PLAY Dave & Buster's Entertainmen | New | 0.04% | +0.04 |
| APP AppLovin Corp. Class A | New | 0.03% | +0.03 |
| CAT Caterpillar Inc. | Add +5.3% | 0.49% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +88.6% | 0.07% | +0.03 |
| IEMG iShares Core MSCI Emerging | New | 0.03% | +0.03 |
| IBM Intl Business Machines Corp. | Add +10.8% | 0.25% | +0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | New | 0.03% | +0.03 |
| ITW Illinois Tool Works | New | 0.03% | +0.03 |
| KMB Kimberly-Clark Corp. | New | 0.02% | +0.02 |
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 |