SEC 13F Intelligence

Managers / Q2 2025 · view latest →

BEESE FULMER INVESTMENT MANAGEMENT, INC.

CIK 0000911274 · 4334 MUNSON ST. NW, SUITE 102, CANTON, OH, 44718 · 3304546555

Reported Value
$1.3B
Q2 2025
Positions
285
Filings on Record
30
2019–present window
Filed
Aug 7, 2025
original filing

Summary

Beese Fulmer Investment Management, Inc. reported $1.3B in U.S.-listed holdings across 285 positions for Q2 2025.

Its largest position, MSFT, represents 5.2% of the portfolio.

Compared with Q1 2025, the fund opened 39 new positions and exited 6.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $445MQ4 ’18Q1 ’19: $507MQ2 ’19: $528MQ3 ’19: $666MQ4 ’19: $714MQ4 ’19Q1 ’20: $564MQ2 ’20: $678MQ3 ’20: $706MQ4 ’20: $783MQ4 ’20Q1 ’21: $832MQ2 ’21: $884MQ3 ’21: $889MQ4 ’21: $961MQ4 ’21Q1 ’22: $923MQ2 ’22: $782MQ3 ’22: $744MQ4 ’22: $830.7BQ4 ’22Q1 ’23: $876MQ2 ’23: $924MQ3 ’23: $887MQ4 ’23: $966MQ4 ’23Q1 ’24: $1.1BQ2 ’24: $1.1BQ3 ’24: $1.2BQ4 ’24: $1.2BQ4 ’24Q1 ’25: $1.2BQ2 ’25: $1.3BQ3 ’25: $1.4BQ4 ’25: $1.5BQ4 ’25Q1 ’26: $1.6Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 86.3%ETP: 8.2%Other: 4.9%ADR: 0.3%REIT: 0.2%Other: 0.1%
  • Common Stock · 86.3% · $1.2B
  • ETP · 8.2% · $109M
  • Other · 4.9% · $66M
  • ADR · 0.3% · $4M
  • REIT · 0.2% · $3M
  • Other · 0.1% · $953,722

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.6B435Apr 16, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.5B395Feb 5, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.4B285Nov 13, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.3B285Aug 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.2B252Apr 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.2B228Jan 28, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.2B233Oct 22, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.1B223Jul 3, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.1B225Apr 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$966M225Jan 9, 202413F-HRchanges · EDGAR ↗
Q3 2023$887M218Oct 10, 202313F-HRchanges · EDGAR ↗
Q2 2023$924M221Jul 11, 202313F-HRchanges · EDGAR ↗
Q1 2023$876M219Apr 11, 202313F-HRchanges · EDGAR ↗
Q4 2022$830.7B220Jan 17, 202313F-HRchanges · EDGAR ↗
Q3 2022$744M208Oct 6, 202213F-HRchanges · EDGAR ↗
Q2 2022$782M224Jul 11, 202213F-HRchanges · EDGAR ↗
Q1 2022$923M232Apr 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$961M245Jan 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$889M238Oct 8, 202113F-HRchanges · EDGAR ↗
Q2 2021$884M231Jul 8, 202113F-HRchanges · EDGAR ↗
Q1 2021$832M224Apr 23, 202113F-HRchanges · EDGAR ↗
Q4 2020$783M210Jan 20, 202113F-HRchanges · EDGAR ↗
Q3 2020$706M194Oct 8, 202013F-HRchanges · EDGAR ↗
Q2 2020$678M617Jul 17, 202013F-HRchanges · EDGAR ↗
Q1 2020$564M181Apr 9, 202013F-HRchanges · EDGAR ↗
Q4 2019$714M202Feb 5, 202013F-HRchanges · EDGAR ↗
Q3 2019$666M207Nov 1, 201913F-HRchanges · EDGAR ↗
Q2 2019$528M180Jul 5, 201913F-HRchanges · EDGAR ↗
Q1 2019$507M179Apr 5, 201913F-HRchanges · EDGAR ↗
Q4 2018$445M175Jan 25, 201913F-HRchanges · 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 ↗.