BEESE FULMER INVESTMENT MANAGEMENT, INC.
•CIK: 911274•Filing: Q4 2025
BEESE FULMER INVESTMENT MANAGEMENT, INC. manages $1.5B across a diversified portfolio of 395 holdings. The fund maintains significant exposure to mega-cap technology leaders, evidenced by top positions including AAPL at $88.0M and MSFT at $69.0M. Further concentration is visible in AVGO ($58.1M), GOOGL ($48.2M), and AMZN ($42.9M). This allocation suggests a core strategy focused on established, market-leading technology and industrials.
Total AUM
$1.5B
QoQ Performance
+6.2%
Positions
395
Top 10 Concentration
32.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL5.7%
MSFT4.5%
AVGO3.8%
GOOGL3.1%
AMZN2.8%
GOOG2.6%
MA2.5%
RTX2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other36.9%
Technology24.5%
Financial11.6%
Consumer7.7%
Industrial4.9%
Healthcare4.5%
Communication3.1%
Energy2.9%
🚪 Exited Positionssold since Q3 2025
+92 more exited positions
Changes from Q3 2025
NEW12 new positions
↑118 increased
↓65 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023