BEESE FULMER INVESTMENT MANAGEMENT, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BF BEESE FULMER INVESTMENT MANAGEMENT, INC. | Institutional Filer | ▲ 1.56% | $1.56B | 435 |
Current Portfolio Holdings
Showing all 435 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 322K | $81.8M | 5.24% |
| 2 | MSFT | Microsoft Corporation | Technology | 144K | $53.1M | 3.40% |
| 3 | AVGO | Broadcom Inc. | Technology | 168K | $52.1M | 3.34% |
| 4 | GOOGL | Alphabet Inc. | Technology | 152K | $43.8M | 2.80% |
| 5 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 189K | $39.4M | 2.52% |
| 6 | GOOG | Alphabet Inc. | Technology | 122K | $35.1M | 2.25% |
| 7 | XOM | Exxon Mobil Corporation | Energy | 204K | $34.6M | 2.22% |
| 8 | RTX | RTX Corporation | Industrials | 176K | $34.0M | 2.18% |
| 9 | JNJ | Johnson & Johnson | Healthcare | 136K | $33.2M | 2.13% |
| 10 | MA | Mastercard Incorporated | Financial Services | 66K | $33.2M | 2.12% |
| 11 | COST | Costco Wholesale Corporation | Consumer Defensive | 31K | $31.3M | 2.00% |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 60K | $29.0M | 1.86% |
| 13 | DELL | Dell Technologies Inc. | Technology | 176K | $28.9M | 1.85% |
| 14 | TJX | The TJX Companies, Inc. | Consumer Cyclical | 180K | $28.7M | 1.84% |
| 15 | JPM | JPMorgan Chase & Co. | Financial Services | 94K | $27.8M | 1.78% |
Showing 1 to 15 of 435 holdings