Beese Fulmer Investment Management, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Beese Fulmer Investment Management, Inc. reported 285 stock positions worth $1.4 billion. Its top holding was Apple (AAPL) at 5.6% of the portfolio, followed by Microsoft (MSFT, 5.0%) and Broadcom (AVGO, 3.8%). Compared with Q2 2025, it opened 12 new positions, sold out of 12, added to 103 and reduced 122. The biggest buy was Arista Networks (ANET, shares +2%) and the biggest sale Netflix (NFLX, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- CANTON, OH
- CIK
- 0000911274
- Portfolio Value
- $1.4B (Q3 2025)
- SEC Filing
- 0000911274-25-000010 ↗ filed Nov 13, 2025
Holdings Value
Holdings 285 stocks · $1.4B
| AAPL Apple Inc. | 5.57% | 316,581 | $80.6M | Reduce -0.6% |
| MSFT Microsoft Corp. | 5.04% | 140,701 | $72.9M | Add +0.1% |
| AVGO Broadcom Inc. | 3.84% | 168,342 | $55.5M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 2.76% | 181,841 | $39.9M | Add +0.7% |
| MA Mastercard Inc. Class A | 2.61% | 66,408 | $37.8M | Reduce -0.9% |
| GOOGL Alphabet Inc. Class A | 2.55% | 151,984 | $36.9M | Reduce -0.3% |
| ORLY O'reilly Automotive Inc. | 2.18% | 292,927 | $31.6M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 2.18% | 129,508 | $31.5M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.17% | 62,603 | $31.5M | Add +6.4% |
| JPM JPMorgan Chase & Co. | 2.03% | 93,173 | $29.4M | Reduce -1.0% |
| RTX RTX Corp. | 2.03% | 175,359 | $29.3M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 1.96% | 30,657 | $28.4M | Add +0.6% |
| META Meta Platforms Inc. Class A | 1.77% | 34,929 | $25.7M | Reduce -0.4% |
| JNJ Johnson & Johnson | 1.75% | 136,199 | $25.3M | Add +3.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.73% | 173,088 | $25.0M | Add +1.0% |
| DELL Dell Technologies -C | 1.71% | 174,580 | $24.8M | Reduce -0.4% |
| NFLX Netflix Inc. | 1.65% | 19,885 | $23.8M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 1.57% | 201,068 | $22.7M | Add +0.2% |
| ANET Arista Networks Inc. | 1.48% | 146,510 | $21.3M | Add +2.4% |
| GS Goldman Sachs Group Inc. | 1.38% | 25,129 | $20.0M | Reduce -1.5% |
| KLAC KLA Corp. | 1.31% | 17,564 | $18.9M | Add +0.6% |
| PG The Procter & Gamble Co. | 1.30% | 122,911 | $18.9M | Reduce -0.6% |
| ETN Eaton Corp. PLC | 1.29% | 50,005 | $18.7M | Add +4.3% |
| PM Philip Morris International | 1.29% | 115,149 | $18.7M | Add +2.4% |
| CMI Cummins Inc. | 1.28% | 43,975 | $18.6M | Add +0.1% |
| ICE Intercontinental Exchange Inc. | 1.15% | 98,587 | $16.6M | Add +1.8% |
| CB Chubb Ltd. | 1.15% | 58,821 | $16.6M | Add +1.6% |
| MCD McDonald's Corp. | 1.14% | 54,326 | $16.5M | Add +2.1% |
| SYK Stryker Corp. | 1.13% | 44,221 | $16.3M | Add +2.0% |
| CRM Salesforce Inc. | 1.09% | 66,519 | $15.8M | Reduce -0.3% |
| CVX Chevron Corp. | 1.09% | 101,182 | $15.7M | Add +0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.05% | 132,929 | $15.2M | Add +1.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.04% | 189,138 | $15.1M | Add +19.1% |
| LIN Linde PLC | 1.02% | 30,944 | $14.7M | Add +1.2% |
| ABT Abbott Laboratories | 0.99% | 106,588 | $14.3M | Add +2.5% |
| IVW iShares S&P 500 Growth ETF | 0.97% | 116,106 | $14.0M | Reduce -0.6% |
| IVE iShares S&P 500 Value ETF | 0.92% | 64,783 | $13.4M | Add +1.4% |
| MRK Merck & Co. Inc. | 0.90% | 154,887 | $13.0M | Reduce -7.3% |
| HD Home Depot Inc. | 0.90% | 32,009 | $13.0M | Add +0.3% |
| EW Edwards Lifesciences Corp. | 0.82% | 152,746 | $11.9M | Add +8.6% |
| KO The Coca-Cola Co. | 0.80% | 175,456 | $11.6M | Reduce -2.4% |
| UNP Union Pacific Corp. | 0.78% | 47,841 | $11.3M | Add +1.4% |
| DHI D.R. Horton Inc. | 0.76% | 65,034 | $11.0M | Reduce -2.0% |
| LOW Lowe's Cos Inc. | 0.70% | 40,364 | $10.1M | Reduce -0.8% |
| AON Aon PLC Class A | 0.69% | 27,977 | $10.0M | Add +4.7% |
| COP Conocophillips | 0.69% | 104,803 | $9.9M | Add +2.4% |
| PEP Pepsico Inc. | 0.63% | 64,446 | $9.1M | Reduce -1.3% |
| ABBV Abbvie Inc. | 0.61% | 38,190 | $8.8M | Add +0.7% |
| BAH Booz Allen Hamilton Holdings | 0.59% | 85,853 | $8.6M | Add +1.0% |
| ADBE Adobe Inc. | 0.57% | 23,419 | $8.3M | Add +0.1% |
| CAT Caterpillar Inc. | 0.55% | 16,680 | $8.0M | Reduce -2.2% |
| CW Curtiss-Wright Corp. | 0.51% | 13,649 | $7.4M | Reduce -1.9% |
| TMUS T-Mobile US Inc. | 0.51% | 30,631 | $7.3M | Add +9.8% |
| HSY The Hershey Co. | 0.50% | 39,052 | $7.3M | Reduce -1.4% |
| IR Ingersoll-Rand Inc. | 0.48% | 84,361 | $7.0M | Reduce -12.7% |
| IJR iShares Core S&P Small-Cap E | 0.46% | 56,590 | $6.7M | Add +1.1% |
| NOC Northrop Grumman Corp. | 0.46% | 10,984 | $6.7M | Reduce -0.3% |
| EOG EOG Resources Inc. | 0.44% | 57,085 | $6.4M | Add +3.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.42% | 8 | $6.0M | No change |
| IJH iShares Core S&P Midcap ETF | 0.39% | 86,413 | $5.6M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.38% | 8,223 | $5.5M | Reduce -0.4% |
| NVDA Nvidia Corp. | 0.37% | 28,909 | $5.4M | Reduce -8.6% |
| AXP American Express Co. | 0.34% | 14,800 | $4.9M | Reduce -2.6% |
| FMNB Farmers Natl Banc Corp. | 0.33% | 334,551 | $4.8M | Reduce -1.1% |
| HBAN Huntington Bancshares Inc. | 0.33% | 276,427 | $4.8M | Add +19.6% |
| GE General Electric filed as GE AEROSPACE | 0.33% | 15,823 | $4.8M | Reduce -2.0% |
| DE Deere & Co. | 0.32% | 10,039 | $4.6M | No change |
| ROK Rockwell Automation Inc. | 0.32% | 13,127 | $4.6M | Reduce -0.3% |
| ADP Automatic Data Processing | 0.31% | 15,305 | $4.5M | Reduce -1.2% |
| RSP Invesco S&P 500 Equal Weight | 0.30% | 23,059 | $4.4M | Add +1.9% |
| TT Trane Technologies PLC | 0.29% | 10,026 | $4.2M | Add +0.1% |
| SHW The Sherwin-Williams Co. | 0.29% | 12,040 | $4.2M | Reduce -3.5% |
| MCK McKesson Corp. | 0.28% | 5,284 | $4.1M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.26% | 4,864 | $3.7M | Add +49.8% |
| CMCSA Comcast Corp. Class A | 0.25% | 117,238 | $3.7M | Reduce -1.4% |
| TDY Teledyne Technologies Inc. | 0.25% | 6,143 | $3.6M | Add +0.7% |
| IBDR iShares Ibonds Dec 2026 Term | 0.25% | 146,867 | $3.6M | Add +3.3% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 16,392 | $3.5M | Reduce -5.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 39,751 | $3.5M | Add +1.0% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.24% | 142,470 | $3.5M | Add +3.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.24% | 135,162 | $3.4M | Add +5.3% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.24% | 135,276 | $3.4M | Add +0.1% |
| FLOT iShares Floating Rate Bond E | 0.23% | 65,866 | $3.4M | Reduce -0.6% |
| CIVB Civista Bancshares Inc. | 0.23% | 163,987 | $3.3M | Reduce -1.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 11,361 | $3.2M | Reduce -0.1% |
| EMR Emerson Electric Co. | 0.21% | 23,699 | $3.1M | Reduce -0.2% |
| NSC Norfolk Southern Corp. | 0.21% | 10,283 | $3.1M | Reduce -0.9% |
| QCOM Qualcomm Inc. | 0.21% | 18,201 | $3.0M | Add +7.0% |
| TDG Transdigm Group Inc. | 0.21% | 2,254 | $3.0M | Add +7.7% |
| FCX Freeport-McMoran Inc. | 0.20% | 75,410 | $3.0M | Add +3.7% |
| AXON Axon Enterprise Inc. | 0.20% | 4,065 | $2.9M | Reduce -1.1% |
| MKL Markel Group Inc. | 0.20% | 1,507 | $2.9M | No change |
| WMT Walmart Inc. | 0.20% | 27,669 | $2.9M | Add +10.9% |
| APD Air Products & Chemicals Inc. | 0.20% | 10,446 | $2.8M | Reduce -0.6% |
| GEV GE Vernova Inc. | 0.18% | 4,135 | $2.5M | Add +0.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.18% | 108,260 | $2.5M | Add +11.7% |
| LAMR Lamar Advertising Co. Class A | 0.17% | 19,822 | $2.4M | Add +0.9% |
| T AT&T Inc. | 0.16% | 80,188 | $2.3M | Reduce -2.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.15% | 7,890 | $2.2M | Reduce -8.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.15% | 4,447 | $2.2M | Reduce -8.4% |
Portfolio Sells Q2 2025 → Q3 2025
| NFLX Netflix Inc. | Reduce -1.1% | 1.65% | −0.36 |
| CRM Salesforce Inc. | Reduce -0.3% | 1.09% | −0.27 |
| MA Mastercard Inc. Class A | Reduce -0.9% | 2.61% | −0.20 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 1.30% | −0.16 |
| META Meta Platforms Inc. Class A | Reduce -0.4% | 1.77% | −0.16 |
| KO The Coca-Cola Co. | Reduce -2.4% | 0.80% | −0.14 |
| IR Ingersoll-Rand Inc. | Reduce -12.7% | 0.48% | −0.12 |
| MRK Merck & Co. Inc. | Reduce -7.3% | 0.90% | −0.09 |
| CMCSA Comcast Corp. Class A | Reduce -1.4% | 0.25% | −0.06 |
| CIVB Civista Bancshares Inc. | Reduce -1.3% | 0.23% | −0.06 |
| AXON Axon Enterprise Inc. | Reduce -1.1% | 0.20% | −0.05 |
| ADP Automatic Data Processing | Reduce -1.2% | 0.31% | −0.05 |
| KMPR Kemper Corp. | Reduce -1.1% | 0.12% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -8.4% | 0.15% | −0.03 |
| PFE Pfizer Inc. | Reduce -15.3% | 0.15% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -3.5% | 0.29% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 0.22% | −0.03 |
| EBTC Enterprise Bancorp Inc. | Sold out | 0.00% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -0.6% | 0.20% | −0.02 |
| GSST Goldman Sachs Ultra Short Bo | Sold out | 0.00% | −0.02 |
| HWM Howmet Aerospace Inc. | Sold out | 0.00% | −0.02 |
| AXP American Express Co. | Reduce -2.6% | 0.34% | −0.02 |
| CPAY Corpay Inc. | Reduce -2.5% | 0.08% | −0.02 |
| ESSA Essa Bancorp Inc. | Sold out | 0.00% | −0.02 |
| EMR Emerson Electric Co. | Reduce -0.2% | 0.21% | −0.02 |
| T AT&T Inc. | Reduce -2.1% | 0.16% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -5.4% | 0.24% | −0.02 |
| FLOT iShares Floating Rate Bond E | Reduce -0.6% | 0.23% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -0.5% | 0.08% | −0.02 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.02 |
| SFBC Sound Financial Bancorp Inc. | Sold out | 0.00% | −0.02 |
| HON Honeywell International Inc. | Reduce -5.4% | 0.07% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -7.8% | 0.12% | −0.02 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.6% | 0.10% | −0.02 |
| PEP Pepsico Inc. | Reduce -1.3% | 0.63% | −0.02 |
| DVA Davita Inc. | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Reduce -1.0% | 0.05% | −0.02 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.02 |
| BROOKLINE BANCORP INC | Sold out | 0.00% | −0.02 |
| WFC Wells Fargo & Co. | Reduce -6.5% | 0.14% | −0.01 |
| FMNB Farmers Natl Banc Corp. | Reduce -1.1% | 0.33% | −0.01 |
| AMERICAN AIRLINES GROUP (AAL 6.5 07/01/25) | Sold out | 0.00% | −0.01 |
| GIS General Mills Inc. | Reduce -11.5% | 0.05% | −0.01 |
| ST Sensata Technologies Holdplc | Reduce -41.7% | 0.01% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -13.2% | 0.06% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.4% | 0.07% | −0.01 |
| MSTR Strategy Inc. | Reduce -1.4% | 0.03% | −0.01 |
| NOW ServiceNow Inc. | Reduce -10.9% | 0.03% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| ANET Arista Networks Inc. | Add +2.4% | 1.48% | +0.38 |
| JNJ Johnson & Johnson | Add +3.0% | 1.75% | +0.24 |
| CMI Cummins Inc. | Add +0.1% | 1.28% | +0.21 |
| TJX TJX Companies Inc. | Add +1.0% | 1.73% | +0.15 |
| KLAC KLA Corp. | Add +0.6% | 1.31% | +0.14 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +19.1% | 1.04% | +0.10 |
| ABBV Abbvie Inc. | Add +0.7% | 0.61% | +0.09 |
| LLY Eli Lilly & Co. | Add +49.8% | 0.26% | +0.07 |
| APP AppLovin Corp. Class A | Add +47.5% | 0.10% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.4% | 2.17% | +0.05 |
| HBAN Huntington Bancshares Inc. | Add +19.6% | 0.33% | +0.04 |
| INDB Independent Bank Corp. | New | 0.03% | +0.03 |
| BSX Boston Scientific Corp. | New | 0.03% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +120.7% | 0.05% | +0.03 |
| HD Home Depot Inc. | Add +0.3% | 0.90% | +0.02 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +58.1% | 0.07% | +0.02 |
| ULTA Ulta Beauty Inc. | New | 0.02% | +0.02 |
| CCNE CNB Financial Corp. | Add +132.7% | 0.04% | +0.02 |
| ETHA iShares Ethereum Trust ETF | New | 0.02% | +0.02 |
| AVAV Aerovironment Inc. | New | 0.02% | +0.02 |
| ECHO Echostar Corp. Class A | New | 0.02% | +0.02 |
| ETN Eaton Corp. PLC | Add +4.3% | 1.29% | +0.02 |
| SOLV Solventum Corp. | New | 0.02% | +0.02 |
| ETHW Bitwise Ethereum ETF | New | 0.02% | +0.02 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +55.0% | 0.05% | +0.02 |
| TDY Teledyne Technologies Inc. | Add +0.7% | 0.25% | +0.02 |
| AFL Aflac Inc. | Add +43.8% | 0.05% | +0.02 |
| WMT Walmart Inc. | Add +10.9% | 0.20% | +0.02 |
| NOBL Proshares S&P 500 Dividend A | New | 0.01% | +0.01 |
| AMAT Applied Materials Inc. | New | 0.01% | +0.01 |
| VTIP Vanguard Short-Term Tips | New | 0.01% | +0.01 |
| DD Dupont DE Nemours Inc. | New | 0.01% | +0.01 |
| GEV GE Vernova Inc. | Add +0.1% | 0.18% | +0.01 |
| CVX Chevron Corp. | Add +0.6% | 1.09% | +0.01 |
| KEY Keycorp | Add +19.3% | 0.08% | +0.01 |
| TMUS T-Mobile US Inc. | Add +9.8% | 0.51% | +0.01 |
| PNC PNC Financial Services Group | Add +15.1% | 0.08% | +0.01 |
| BBT Beacon Financial Corp. | Add +61.6% | 0.03% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Add +1.1% | 0.46% | +0.01 |
| IAU iShares Gold Trust | Add +14.4% | 0.05% | +0.01 |
| EQT Eqt Corp. | Add +70.0% | 0.03% | +0.01 |
| QCOM Qualcomm Inc. | Add +7.0% | 0.21% | +0.01 |
| IBDU iShares Ibonds Dec 2029 Term | Add +11.7% | 0.18% | +0.01 |
| MPC Marathon Petroleum Corp. | Add +0.1% | 0.09% | +0.01 |
| MS Morgan Stanley | Add +0.1% | 0.10% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +10.4% | 0.04% | +0.00 |
| MO Altria Group Inc. | Add +0.0% | 0.09% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +1.1% | 0.03% | +0.00 |
| PSX Phillips 66 | Add +0.1% | 0.06% | +0.00 |
| SJM The JM Smucker Co. | Add +0.0% | 0.10% | +0.00 |
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 |