BEESE FULMER INVESTMENT MANAGEMENT, INC.
436 holdingsFiling period: 2026-03-31Current AUM: $1.78Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 322.5K | $81.8M | $99.6M | 5.60% | -1,125 | 2026-03-31 |
| 2 | MSFT | MICROSOFT CORP | 143.5K | $53.1M | $66.7M | 3.75% | +884 | 2026-03-31 |
| 3 | AVGO | BROADCOM INC | 168.3K | $52.1M | $65.5M | 3.68% | +386 | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 152.2K | $43.8M | $54.2M | 3.05% | -1,657 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 189.2K | $39.4M | $51.4M | 2.89% | +3.3K | 2026-03-31 |
| 6 | GOOG | ALPHABET INC | 122.3K | $35.1M | $43.6M | 2.45% | -5,247 | 2026-03-31 |
| 7 | XOM | EXXON MOBIL CORP | 204.0K | $34.6M | $31.7M | 1.78% | -210,918 | 2026-03-31 |
| 8 | XOM | EXXON MOBIL CORP | 204.0K | $34.6M | $31.7M | 1.78% | -210,918 | 2026-03-31 |
| 9 | RTX | RTX CORPORATION | 176.1K | $34.0M | $37.9M | 2.13% | -1,635 | 2026-03-31 |
| 10 | JNJ | JOHNSON & JOHNSON | 135.7K | $33.2M | $34.8M | 1.96% | -3,185 | 2026-03-31 |
| 11 | MA | MASTERCARD INCORPORATED | 66.4K | $33.2M | $38.0M | 2.14% | -703 | 2026-03-31 |
| 12 | COST | COSTCO WHOLESALE CORPORATION | 31.4K | $31.3M | $29.9M | 1.68% | -31,315 | 2026-03-31 |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 60.5K | $29.0M | $29.0M | 1.63% | -2,171 | 2026-03-31 |
| 14 | DELL | DELL TECHNOLOGIES INC | 176.2K | $28.9M | $71.4M | 4.02% | +315 | 2026-03-31 |
| 15 | TJX | TJX COS INC NEW | 179.6K | $28.7M | $28.3M | 1.59% | +3.3K | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO | 94.4K | $27.8M | $33.2M | 1.87% | +213 | 2026-03-31 |
| 17 | ORLY | OREILLY AUTOMOTIVE INC | 293.5K | $27.1M | $26.2M | 1.47% | -3,068 | 2026-03-31 |
| 18 | KLAC | KLA CORP | 17.4K | $25.6M | $3.2M | 0.18% | -464 | 2026-03-31 |
| 19 | CMI | CUMMINS INC | 43.9K | $23.6M | $27.8M | 1.57% | -186 | 2026-03-31 |
| 20 | GS | GOLDMAN SACHS GROUP INC | 25.9K | $21.9M | $26.3M | 1.48% | +371 | 2026-03-31 |
| 21 | NVDA | NVIDIA CORPORATION | 125.4K | $21.9M | $25.2M | 1.42% | +96.1K | 2026-03-31 |
| 22 | META | META PLATFORMS INC | 37.1K | $21.2M | $20.7M | 1.16% | -35,140 | 2026-03-31 |
| 23 | NFLX | NETFLIX INC. | 213.4K | $20.5M | $15.3M | 0.86% | +7.6K | 2026-03-31 |
| 24 | CVX | CHEVRON CORPORATION | 98.3K | $20.3M | $19.3M | 1.09% | -1,505 | 2026-03-31 |
| 25 | — | CHUBB LTD SWITZ | 61.1K | $20.0M | $20.0M | 1.12% | -59,992 | 2026-03-31 |
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