Beese Fulmer Investment Management, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Beese Fulmer Investment Management, Inc. reported 435 stock positions worth $1.6 billion. Its top holding was Apple (AAPL) at 5.2% of the portfolio, followed by Microsoft (MSFT, 3.4%) and Broadcom (AVGO, 3.3%). Compared with Q4 2025, it opened 87 new positions, sold out of 47, added to 171 and reduced 164. The biggest buy was Nvidia (NVDA, shares +328%) and the biggest sale Salesforce (CRM, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- CANTON, OH
- CIK
- 0000911274
- Portfolio Value
- $1.6B (Q1 2026)
- SEC Filing
- 0000911274-26-000003 ↗ filed Apr 16, 2026
Holdings Value
Holdings 435 stocks · $1.6B
| AAPL Apple Inc. | 5.24% | 322,470 | $81.8M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.40% | 143,526 | $53.1M | Add +0.6% |
| AVGO Broadcom Inc. | 3.34% | 168,300 | $52.1M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 2.81% | 152,207 | $43.8M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 2.52% | 189,164 | $39.4M | Add +1.8% |
| GOOG Alphabet Inc. Class C | 2.25% | 122,251 | $35.1M | Reduce -4.1% |
| XOM Exxon Mobil Corp. | 2.22% | 203,988 | $34.6M | Reduce -50.8% |
| RTX RTX Corp. | 2.18% | 176,077 | $34.0M | Reduce -0.9% |
| JNJ Johnson & Johnson | 2.13% | 135,684 | $33.2M | Reduce -2.3% |
| MA Mastercard Inc. Class A | 2.12% | 66,354 | $33.2M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 2.00% | 31,391 | $31.3M | Reduce -49.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.86% | 60,497 | $29.0M | Reduce -3.5% |
| DELL Dell Technologies -C | 1.85% | 176,189 | $28.9M | Add +0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.84% | 179,562 | $28.7M | Add +1.9% |
| JPM JPMorgan Chase & Co. | 1.78% | 94,406 | $27.8M | Add +0.2% |
| ORLY O'reilly Automotive Inc. | 1.74% | 293,474 | $27.1M | Reduce -1.0% |
| KLAC KLA Corp. | 1.64% | 17,370 | $25.6M | Reduce -2.6% |
| CMI Cummins Inc. | 1.51% | 43,913 | $23.6M | Reduce -0.4% |
| GS Goldman Sachs Group Inc. | 1.40% | 25,862 | $21.9M | Add +1.5% |
| NVDA Nvidia Corp. | 1.40% | 125,358 | $21.9M | Add +328.0% |
| META Meta Platforms Inc. Class A | 1.36% | 37,125 | $21.2M | Reduce -48.6% |
| NFLX Netflix Inc. | 1.32% | 213,433 | $20.5M | Add +3.7% |
| CVX Chevron Corp. | 1.30% | 98,282 | $20.3M | Reduce -1.5% |
| CB Chubb Ltd. | 1.28% | 61,068 | $20.0M | Reduce -49.6% |
| PM Philip Morris International | 1.26% | 118,104 | $19.7M | Reduce -49.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.24% | 243,719 | $19.3M | Add +11.3% |
| MU Micron Technology Inc. | 1.20% | 55,452 | $18.7M | Add +8.3% |
| ANET Arista Networks Inc. | 1.19% | 151,650 | $18.6M | Add +1.2% |
| ETN Eaton Corp. PLC | 1.19% | 51,862 | $18.5M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 1.14% | 123,666 | $17.9M | Add +1.1% |
| MCD McDonald's Corp. | 1.13% | 56,550 | $17.6M | Reduce -50.1% |
| ICE Intercontinental Exchange Inc. | 1.04% | 103,277 | $16.2M | Add +2.0% |
| LIN Linde PLC | 1.01% | 31,662 | $15.7M | Add +0.1% |
| SYK Stryker Corp. | 0.99% | 46,937 | $15.4M | Add +2.7% |
| IVE iShares S&P 500 Value ETF | 0.92% | 67,702 | $14.3M | Add +4.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.90% | 58,114 | $14.1M | Add +440.4% |
| BSX Boston Scientific Corp. | 0.88% | 219,741 | $13.8M | Reduce -1.0% |
| IVW iShares S&P 500 Growth ETF | 0.86% | 119,028 | $13.5M | Add +2.8% |
| KO The Coca-Cola Co. | 0.84% | 171,373 | $13.1M | Reduce -0.5% |
| EW Edwards Lifesciences Corp. | 0.83% | 160,839 | $12.9M | Add +1.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.82% | 133,053 | $12.8M | Reduce -50.8% |
| UNP Union Pacific Corp. | 0.75% | 48,401 | $11.7M | Add +0.6% |
| CAT Caterpillar Inc. | 0.74% | 16,237 | $11.5M | Reduce -1.5% |
| ABT Abbott Laboratories | 0.72% | 109,698 | $11.3M | Add +0.2% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.70% | 451,426 | $10.9M | Add +201.3% |
| HD Home Depot Inc. | 0.69% | 32,842 | $10.8M | Add +0.3% |
| TDG Transdigm Group Inc. | 0.68% | 9,162 | $10.6M | Add +2.6% |
| AON Aon PLC Class A | 0.65% | 31,236 | $10.1M | Add +5.7% |
| PEP Pepsico Inc. | 0.63% | 63,414 | $9.8M | Reduce -5.2% |
| DHI D.R. Horton Inc. | 0.60% | 68,227 | $9.4M | Add +1.4% |
| CW Curtiss-Wright Corp. | 0.58% | 13,394 | $9.1M | Reduce -4.0% |
| LOW Lowe's Cos Inc. | 0.57% | 37,360 | $8.8M | Reduce -3.9% |
| EOG EOG Resources Inc. | 0.52% | 56,077 | $8.1M | Reduce -3.6% |
| HSY The Hershey Co. | 0.49% | 36,911 | $7.7M | Reduce -50.1% |
| ABBV Abbvie Inc. | 0.49% | 35,215 | $7.7M | Reduce -4.7% |
| IJR iShares Core S&P Small-Cap E | 0.47% | 59,175 | $7.4M | Add +5.2% |
| NOC Northrop Grumman Corp. | 0.46% | 10,546 | $7.2M | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 0.40% | 91,626 | $6.2M | Add +6.8% |
| TMUS T-Mobile US Inc. | 0.39% | 29,161 | $6.1M | Add +0.6% |
| LLY Eli Lilly & Co. | 0.36% | 6,047 | $5.6M | Add +9.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 8,307 | $5.4M | Reduce -2.7% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 18,952 | $5.4M | Add +5.7% |
| DE Deere & Co. | 0.34% | 9,445 | $5.3M | Add +1.4% |
| RSP Invesco S&P 500 Equal Weight | 0.33% | 26,810 | $5.1M | Add +13.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.32% | 7 | $5.0M | Reduce -12.5% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.32% | 198,024 | $5.0M | Add +37.4% |
| WMT Walmart Inc. | 0.32% | 39,749 | $4.9M | Add +12.8% |
| FMNB Farmers Natl Banc Corp. | 0.31% | 373,262 | $4.9M | Reduce -0.2% |
| FCX Freeport-McMoran Inc. | 0.31% | 82,765 | $4.9M | Add +3.2% |
| ROK Rockwell Automation Inc. | 0.31% | 13,265 | $4.8M | Add +0.6% |
| MCK McKesson Corp. | 0.29% | 5,308 | $4.6M | Reduce -0.8% |
| HBAN Huntington Bancshares Inc. | 0.28% | 273,681 | $4.3M | Reduce -51.0% |
| GEV GE Vernova Inc. | 0.27% | 4,848 | $4.2M | Add +7.1% |
| COP Conocophillips | 0.27% | 31,760 | $4.2M | Reduce -69.4% |
| TT Trane Technologies PLC | 0.26% | 9,664 | $4.0M | Add +1.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.25% | 42,361 | $3.8M | Add +7.7% |
| SHW The Sherwin-Williams Co. | 0.24% | 11,781 | $3.8M | Reduce -51.0% |
| CIVB Civista Bancshares Inc. | 0.24% | 162,128 | $3.7M | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.23% | 30,114 | $3.6M | Reduce -8.7% |
| IBDR iShares Ibonds Dec 2026 Term | 0.23% | 147,979 | $3.6M | Reduce -2.7% |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 16,661 | $3.6M | Add +0.9% |
| TDY Teledyne Technologies Inc. | 0.22% | 5,795 | $3.5M | Reduce -5.5% |
| FDX FedEx Corp. | 0.22% | 9,399 | $3.4M | Add +5.2% |
| IBDU iShares Ibonds Dec 2029 Term | 0.21% | 140,301 | $3.3M | Add +13.7% |
| FLOT iShares Floating Rate Bond E | 0.21% | 63,936 | $3.3M | Add +4.1% |
| CMCSA Comcast Corp. Class A | 0.21% | 113,178 | $3.2M | Reduce -0.1% |
| NSC Norfolk Southern Corp. | 0.19% | 10,300 | $3.0M | Add +8.3% |
| APD Air Products & Chemicals Inc. | 0.19% | 10,215 | $2.9M | Add +2.8% |
| AXP American Express Co. | 0.19% | 9,730 | $2.9M | Reduce -29.9% |
| LITE Lumentum Holdings Inc. | 0.18% | 4,079 | $2.9M | New |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.18% | 129,102 | $2.8M | Add +17.8% |
| MKL Markel Group Inc. | 0.18% | 1,443 | $2.8M | Reduce -1.5% |
| ADP Automatic Data Processing | 0.18% | 13,438 | $2.8M | Reduce -3.8% |
| PFE Pfizer Inc. | 0.17% | 93,787 | $2.6M | Add +0.5% |
| EMR Emerson Electric Co. | 0.16% | 19,580 | $2.6M | Reduce -17.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 7,529 | $2.6M | Reduce -1.9% |
| GLD SPDR Gold Shares | 0.16% | 5,810 | $2.5M | Reduce -5.1% |
| BMY Bristol-Myers Squibb Co. | 0.16% | 40,897 | $2.5M | Add +14.2% |
| LAMR Lamar Advertising Co. Class A | 0.15% | 18,872 | $2.4M | Reduce -1.9% |
| QCOM Qualcomm Inc. | 0.15% | 17,887 | $2.3M | Reduce -1.6% |
Portfolio Sells Q4 2025 → Q1 2026
| CRM Salesforce Inc. | Reduce -92.5% | 0.06% | −1.08 |
| BSX Boston Scientific Corp. | Reduce -1.0% | 0.88% | −0.49 |
| AAPL Apple Inc. | Reduce -0.3% | 5.24% | −0.48 |
| MA Mastercard Inc. Class A | Reduce -1.1% | 2.12% | −0.37 |
| COP Conocophillips | Reduce -69.4% | 0.27% | −0.36 |
| GOOG Alphabet Inc. Class C | Reduce -4.1% | 2.25% | −0.36 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 2.81% | −0.33 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.5% | 1.86% | −0.19 |
| META Meta Platforms Inc. Class A | Reduce -48.6% | 1.36% | −0.19 |
| DIS The Walt Disney Co. | Reduce -50.8% | 0.82% | −0.19 |
| AXP American Express Co. | Reduce -29.9% | 0.19% | −0.15 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.14 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -12.5% | 0.32% | −0.07 |
| ADP Automatic Data Processing | Reduce -3.8% | 0.18% | −0.06 |
| ABBV Abbvie Inc. | Reduce -4.7% | 0.49% | −0.06 |
| AXON Axon Enterprise Inc. | Reduce -9.4% | 0.11% | −0.06 |
| QCOM Qualcomm Inc. | Reduce -1.6% | 0.15% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -3.9% | 0.57% | −0.04 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.04 |
| EMR Emerson Electric Co. | Reduce -17.8% | 0.16% | −0.04 |
| HBAN Huntington Bancshares Inc. | Reduce -51.0% | 0.28% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.7% | 0.35% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -10.4% | 0.10% | −0.03 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.03 |
| RBLX Roblox Corp. Class A | Sold out | 0.00% | −0.03 |
| KMPR Kemper Corp. | Reduce -12.4% | 0.06% | −0.03 |
| MKL Markel Group Inc. | Reduce -1.5% | 0.18% | −0.03 |
| COF Capital One Financial Corp. | Reduce -15.9% | 0.05% | −0.03 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.03 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.03 |
| HPQ HP Inc. | Sold out | 0.00% | −0.03 |
| ORLY O'reilly Automotive Inc. | Reduce -1.0% | 1.74% | −0.02 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.02 |
| ALNY Alnylam Pharmaceuticals Inc. | Sold out | 0.00% | −0.02 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -47.8% | 0.02% | −0.02 |
| MTB M & T Bank Corp. | Sold out | 0.00% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -45.0% | 0.02% | −0.02 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.02 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.02 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -3.0% | 0.07% | −0.02 |
| WING Wingstop Inc. | Sold out | 0.00% | −0.02 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.02 |
| IT Gartner Inc. | Sold out | 0.00% | −0.02 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.02 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.02 |
| CHWY Chewy Inc. Class A | Sold out | 0.00% | −0.02 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.02 |
| UAL United Airlines Holdings Inc. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| NVDA Nvidia Corp. | Add +328.0% | 1.40% | +1.05 |
| IBM Intl Business Machines Corp. | Add +440.4% | 0.90% | +0.70 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +201.3% | 0.70% | +0.46 |
| DELL Dell Technologies -C | Add +0.2% | 1.85% | +0.41 |
| MU Micron Technology Inc. | Add +8.3% | 1.20% | +0.25 |
| LITE Lumentum Holdings Inc. | New | 0.18% | +0.18 |
| LIN Linde PLC | Add +0.1% | 1.01% | +0.13 |
| USHY iShares Broad Usd High Yield | New | 0.10% | +0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +11.3% | 1.24% | +0.10 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +37.4% | 0.32% | +0.08 |
| GEV GE Vernova Inc. | Add +7.1% | 0.27% | +0.08 |
| TJX TJX Companies Inc. | Add +1.9% | 1.84% | +0.08 |
| WMT Walmart Inc. | Add +12.8% | 0.32% | +0.06 |
| NFLX Netflix Inc. | Add +3.7% | 1.32% | +0.06 |
| DE Deere & Co. | Add +1.4% | 0.34% | +0.06 |
| FCX Freeport-McMoran Inc. | Add +3.2% | 0.31% | +0.05 |
| FDX FedEx Corp. | Add +5.2% | 0.22% | +0.05 |
| MPC Marathon Petroleum Corp. | Add +13.2% | 0.12% | +0.05 |
| VRT Vertiv Holdings Co. Class A | New | 0.04% | +0.04 |
| VTIP Vanguard Short-Term Tips | Add +209.6% | 0.06% | +0.04 |
| IWR iShares Russell Mid-Cap ETF | Add +74.6% | 0.09% | +0.04 |
| SPGI S&P Global Inc. | New | 0.04% | +0.04 |
| VZ Verizon Communications Inc. | Add +20.5% | 0.11% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +13.8% | 0.33% | +0.04 |
| TER Teradyne Inc. | New | 0.03% | +0.03 |
| FIX Comfort Systems USA Inc. | Add +30.8% | 0.07% | +0.03 |
| PH Parker Hannifin Corp. | Add +111.6% | 0.06% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +14.2% | 0.16% | +0.03 |
| COIN Coinbase Global Inc. Class A | New | 0.03% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +5.2% | 0.47% | +0.03 |
| IBHH iShares Ibonds 2028 TM HY Inc. | New | 0.03% | +0.03 |
| BIIB Biogen Inc. | Add +111.4% | 0.06% | +0.03 |
| PWR Quanta Services Inc. | New | 0.03% | +0.03 |
| APD Air Products & Chemicals Inc. | Add +2.8% | 0.19% | +0.03 |
| MRSH Marsh & McLennan Cos | New | 0.03% | +0.03 |
| DOW Dow Inc. | New | 0.03% | +0.03 |
| COHR Coherent Corp. | New | 0.03% | +0.03 |
| UNP Union Pacific Corp. | Add +0.6% | 0.75% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +6.8% | 0.40% | +0.03 |
| ALAB Astera Labs Inc. | New | 0.03% | +0.03 |
| BKNG Booking Holdings Inc. | Add +169.1% | 0.05% | +0.03 |
| JCI Johnson Controls Internation | Add +25.4% | 0.10% | +0.03 |
| WDC Western Digital Corp. | Add +40.1% | 0.05% | +0.03 |
| UBER Uber Technologies Inc. | New | 0.02% | +0.02 |
| FIVE Five Below | New | 0.02% | +0.02 |
| MAR Marriott International Class A | New | 0.02% | +0.02 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | New | 0.02% | +0.02 |
| AA Alcoa Corp. | New | 0.02% | +0.02 |
| COR Cencora Inc. | New | 0.02% | +0.02 |
| CVNA Carvana Co. | 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 |