Managers / Q1 2024 · view latest →
BEESE FULMER INVESTMENT MANAGEMENT, INC.
CIK 0000911274 · 4334 MUNSON ST. NW, SUITE 102, CANTON, OH, 44718 · 3304546555
Reported Value
$1.1B
Q1 2024
Positions
225
Filings on Record
30
2019–present window
Filed
Apr 8, 2024
original filing
Summary
Beese Fulmer Investment Management, Inc. reported $1.1B in U.S.-listed holdings across 225 positions for Q1 2024.
Its largest position, MSFT, represents 5.2% of the portfolio.
Compared with Q4 2023, the fund opened 8 new positions and exited 8.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.6B | 435 | Apr 16, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.5B | 395 | Feb 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.4B | 285 | Nov 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.3B | 285 | Aug 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.2B | 252 | Apr 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.2B | 228 | Jan 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.2B | 233 | Oct 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.1B | 223 | Jul 3, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.1B | 225 | Apr 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $966M | 225 | Jan 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $887M | 218 | Oct 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $924M | 221 | Jul 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $876M | 219 | Apr 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $830.7B | 220 | Jan 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $744M | 208 | Oct 6, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $782M | 224 | Jul 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $923M | 232 | Apr 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $961M | 245 | Jan 10, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $889M | 238 | Oct 8, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $884M | 231 | Jul 8, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $832M | 224 | Apr 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $783M | 210 | Jan 20, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $706M | 194 | Oct 8, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $678M | 617 | Jul 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $564M | 181 | Apr 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $714M | 202 | Feb 5, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $666M | 207 | Nov 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $528M | 180 | Jul 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $507M | 179 | Apr 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $445M | 175 | Jan 25, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.