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 | ▲ 10.96% | $1.73B | 401 |
Current Portfolio Holdings
Showing all 401 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 322K | $93.1M | 5.38% |
| 2 | DELL | Dell Technologies Inc. | Technology | 164K | $70.6M | 4.08% |
| 3 | AVGO | Broadcom Inc. | Technology | 165K | $62.2M | 3.59% |
| 4 | GOOGL | Alphabet Inc. | Communication Services | 151K | $53.8M | 3.11% |
| 5 | MSFT | Microsoft Corporation | Technology | 144K | $53.7M | 3.10% |
| 6 | MU | Micron Technology, Inc. | Technology | 45K | $51.6M | 2.98% |
| 7 | KLAC | KLA Corporation | Technology | 155K | $46.9M | 2.71% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 191K | $45.4M | 2.62% |
| 9 | GOOG | Alphabet Inc. | Communication Services | 120K | $42.4M | 2.45% |
| 10 | JNJ | Johnson & Johnson | Healthcare | 137K | $34.8M | 2.01% |
| 11 | MA | Mastercard Incorporated | Financial Services | 66K | $34.1M | 1.97% |
| 12 | RTX | RTX Corporation | Industrials | 177K | $33.6M | 1.94% |
| 13 | JPM | JPMorgan Chase & Co. | Financial Services | 95K | $31.1M | 1.80% |
| 14 | CMI | Cummins Inc. | Industrials | 43K | $31.0M | 1.79% |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 60K | $30.3M | 1.75% |
Showing 1 to 15 of 401 holdings