Investor Details
| Filer Name: | BEESE FULMER INVESTMENT MANAGEMENT, INC. |
|---|---|
| CIK: | 911274 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-28 |
| Number of Holdings: | 228 |
| Portfolio Value: | $1.17B |
Beese Fulmer Investment Management, Inc. Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| AAPL | US | APPLE INC | 308,927 | $77M | 6.60% | -0.6% | - |
| MSFT | US | MICROSOFT CORP | 132,356 | $56M | 4.76% | 0.3% | - |
| AVGO | US | BROADCOM INC | 176,637 | $41M | 3.49% | -1.5% | - |
| AMZN | US | AMAZON.COM INC | 177,038 | $39M | 3.31% | 0.4% | - |
| MA | US | MASTERCARD INC - A | 67,719 | $36M | 3.04% | -1.2% | - |
| COST | US | COSTCO WHOLESALE CORP | 30,801 | $28M | 2.41% | -0.9% | - |
| GOOGL | US | ALPHABET INC-CL A | 147,449 | $28M | 2.38% | 1.1% | - |
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 58,167 | $26M | 2.25% | 0.4% | - |
| GOOG | US | ALPHABET INC-CL C | 132,147 | $25M | 2.15% | -0.6% | - |
| ORLY | US | O'REILLY AUTOMOTIVE INC | 20,404 | $24M | 2.06% | -0.6% | - |
| JPM | US | JPMORGAN CHASE & CO | 90,958 | $22M | 1.86% | -1.2% | - |
| CRM | US | SALESFORCE INC | 63,840 | $21M | 1.82% | -0.6% | - |
| XOM | US | EXXON MOBIL CORP | 191,478 | $21M | 1.76% | 0.5% | - |
| TJX | US | TJX COMPANIES INC | 169,353 | $20M | 1.75% | 0.0% | - |
| META | US | META PLATFORMS INC-CLASS A | 34,652 | $20M | 1.73% | 0.4% | - |
| RTX | US | RTX CORP | 175,590 | $20M | 1.73% | 0.4% | - |
| PG | US | PROCTER & GAMBLE CO/THE | 118,900 | $20M | 1.70% | -0.3% | - |
| JNJ | US | JOHNSON & JOHNSON | 125,953 | $18M | 1.55% | 0.7% | - |
| NFLX | US | NETFLIX INC | 20,123 | $18M | 1.53% | -0.1% | - |
| MRK | US | MERCK & CO. INC. | 161,843 | $16M | 1.37% | 0.8% | - |