Beese Fulmer Investment Management, Inc. holds a diversified book of 401 stocks worth $1.7B as of Q2 2026 (disclosed Jul 29, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +33% (+17.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Following at the filing date actually beat the quarter-end book by 6.2 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 the ~45-day reporting lag, 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
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, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 401 | $1.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 435 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 395 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 285 | $1.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 285 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 252 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 228 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 233 | $1.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.