Beese Fulmer Investment Management, Inc. holds a diversified book of 401 reported positions worth $1.7B as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Simplify Treasury Option Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 5% of the reported non-option book. Cloning the disclosed picks since 2024 would be +38% (+18.5%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 8.4 points over this window.
Growth of $10,000 cloning Beese Fulmer Investment Management, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
90% mapped to company sectors
+5 sectors below the cut, 5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Beese Fulmer Investment Management, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Mirae Asset Global Investments Co., Ltd. | 74 / 80 | $280.9B |
| Uhlmann Price Securities, LLC | 43 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Ardent Capital Management, Inc. | 20 / 80 | $219.5M |
| Outlook Capital Management, LLC | 16 / 80 | $273.7M |
| Armstrong Henry H Associates Inc | 30 / 80 | $885.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Beese Fulmer Investment Management, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $93.1M | 321.8K | 5.4% | ▼−0.2% Reduced · −657 sh | |
| 2 | Dell Technologies Inc CL C | $70.6M | 163.7K | 4.1% | ▼−7.1% Reduced · −12K sh | |
| 3 | Broadcom Inc COM | $62.2M | 164.6K | 3.6% | ▼−2.2% Reduced · −4K sh | |
| 4 | Alphabet Inc CAP STK CL A | $53.8M | 150.6K | 3.1% | ▼−1.0% Reduced · −2K sh | |
| 5 | Microsoft Corp COM | $53.7M | 143.9K | 3.1% | ▲+0.3% Added · +399 sh | |
| 6 | Micron Technology Inc COM | $51.6M | 44.7K | 3.0% | ▼−19% Reduced · −11K sh | |
| 7 | Kla Corp COM NEW | $46.9M | 155.3K | 2.7% | ▲+794% Added · +138K sh | |
| 8 | Amazon Com Inc COM | $45.4M | 190.7K | 2.6% | ▲+0.8% Added · +1K sh | |
| 9 | Alphabet Inc CAP STK CL C | $42.4M | 119.9K | 2.4% | ▼−1.9% Reduced · −2K sh | |
| 10 | Johnson Johnson COM | $34.8M | 136.9K | 2.0% | ▲+0.9% Added · +1K sh | |
| 11 | Mastercard Incorporated CL A | $34.1M | 66.4K | 2.0% | ▲+0.1% Added · +72 sh | |
| 12 | RTX Corporation COM | $33.6M | 177.1K | 1.9% | ▲+0.6% Added · +1K sh | |
| 13 | JPMorgan Chase Co COM | $31.1M | 95.1K | 1.8% | ▲+0.8% Added · +714 sh | |
| 14 | Cummins Inc COM | $31.0M | 43.4K | 1.8% | ▼−1.2% Reduced · −517 sh | |
| 15 | Berkshire Hathaway Inc Del CL B NEW | $30.3M | 60.5K | 1.7% | ▼~0% Reduced · −22 sh | |
| 16 | Costco Wholesale Corporation COM | $29.5M | 31.6K | 1.7% | ▲+0.5% Added · +163 sh | |
| 17 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $29.0M | 366.7K | 1.7% | ▲+50% Added · +123K sh | |
| 18 | TJX Cos Inc New COM | $27.2M | 179.9K | 1.6% | ▲+0.2% Added · +291 sh | |
| 19 | Oreilly Automotive Inc COM | $26.8M | 290.8K | 1.5% | ▼−0.9% Reduced · −3K sh | |
| 20 | Goldman Sachs Group Inc COM | $26.0M | 25.7K | 1.5% | ▼−0.5% Reduced · −135 sh | |
| 21 | Arista Networks Inc COM SHS | $25.9M | 152.3K | 1.5% | ▲+0.4% Added · +614 sh | |
| 22 | Nvidia Corporation COM | $25.7M | 128.4K | 1.5% | ▲+2.5% Added · +3K sh | |
| 23 | Eaton Corp PLC SHS | $22.7M | 53.3K | 1.3% | ▲+2.7% Added · +1K sh | |
| 24 | Philip Morris Intl Inc COM | $21.8M | 120.3K | 1.3% | ▲+1.9% Added · +2K sh | |
| 25 | Meta Platforms Inc CL A | $21.5M | 38.1K | 1.2% | ▲+2.7% Added · +988 sh | |
| 26 | Chubb Limited COM | $21.2M | 62.1K | 1.2% | ▲+1.8% Added · +1K sh | |
| 27 | Procter Gamble Co COM | $17.6M | 120.0K | 1.0% | ▼−3.0% Reduced · −4K sh | |
| 28 | International Business Machs COM | $17.1M | 60.8K | 1.0% | ▲+4.5% Added · +3K sh | |
| 29 | Caterpillar Inc COM | $16.8M | 15.8K | 1.0% | ▼−2.8% Reduced · −460 sh | |
| 30 | Linde PLC SHS | $16.6M | 32.0K | 1.0% | ▲+1.1% Added · +339 sh | |
| 31 | Chevron Corporation COM | $16.4M | 99.0K | 0.9% | ▲+0.8% Added · +767 sh | |
| 32 | Ishares TR S P 500 GRWT ETF | $16.3M | 118.8K | 0.9% | ▼−0.2% Reduced · −238 sh | |
| 33 | Stryker Corporation COM | $16.1M | 51.1K | 0.9% | ▲+9.0% Added · +4K sh | |
| 34 | Ishares TR S P 500 VAL ETF | $15.9M | 69.9K | 0.9% | ▲+3.3% Added · +2K sh | |
| 35 | McDonalds Corp COM | $15.8M | 58.5K | 0.9% | ▲+3.4% Added · +2K sh | |
| 36 | Netflix Inc COM | $15.7M | 220.4K | 0.9% | ▲+3.2% Added · +7K sh | |
| 37 | Edwards Lifesciences Corp COM | $15.0M | 165.5K | 0.9% | ▲+2.9% Added · +5K sh | |
| 38 | Coca Cola Co COM | $13.6M | 166.4K | 0.8% | ▼−2.9% Reduced · −5K sh | |
| 39 | Union Pac Corp COM | $13.2M | 48.6K | 0.8% | ▲+0.5% Added · +220 sh | |
| 40 | Intercontinental Exchange In COM | $12.9M | 104.4K | 0.7% | ▲+1.1% Added · +1K sh | |
| 41 | Disney Walt Co COM | $12.5M | 130.0K | 0.7% | ▼−2.3% Reduced · −3K sh | |
| 42 | Transdigm Group Inc COM | $12.3M | 9.2K | 0.7% | ▲+0.8% Added · +71 sh | |
| 43 | D R Horton Inc COM | $11.8M | 72.5K | 0.7% | ▲+6.3% Added · +4K sh | |
| 44 | Home Depot Inc COM | $11.7M | 33.1K | 0.7% | ▲+0.9% Added · +294 sh | |
| 45 | Ishares TR IBONDS 27 ETF | $11.0M | 452.3K | 0.6% | ▲+0.2% Added · +826 sh | |
| 46 | Aon PLC SHS CL A | $10.6M | 32.1K | 0.6% | ▲+2.8% Added · +868 sh | |
| 47 | Curtiss Wright Corp COM | $10.0M | 13.1K | 0.6% | ▼−1.9% Reduced · −257 sh | |
| 48 | Abbott Laboratories COM | $9.9M | 109.2K | 0.6% | ▼−0.4% Reduced · −468 sh | |
| 49 | Abbvie Inc COM | $9.0M | 35.9K | 0.5% | ▲+2.0% Added · +720 sh | |
| 50 | Eli Lilly Co COM | $8.8M | 7.3K | 0.5% | ▲+21% Added · +1K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/911274/holdings"
Use Arkolith to show BEESE FULMER INVESTMENT MANAGEMENT, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 401 | $1.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 16d | 435 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 36d | 395 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 285 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 285 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 8d | 252 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 28d | 228 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 22d | 233 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.