Beese-Fulmer-Investment-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "ESSA", "GDX", null, "ACN", "MMM", "ABT", "ABBV", "ADBE", "PBT", "APD", "GOOGL", "AXP", "T", "CAT", "AVGO", "LOW", null, "COF", "CMI", "DUK", "D", "EOG", "TIGO", "FCX", "FITB", "GD", "GILD", "GIS", null, "ASRV", "HON", "HD", "BSBK", "MCD", "RPM", null, "EBTC", "FE", "GABC", "UNP", "QCOM", "FSBW", "LAMR", "ISRG", "HWM", null, "EMR", "ICE", "META", "MTUS", "IVW", "PDLB", "RMBI", "KMI", "LBTYK", "LIN", "L", "MPC", "SFBC", "MA", "MDT", "MSFT", "MDLZ", "MS", "TMUS", "EQT", "GE", "NVS", "ORLY", "HSY", "ANET", "KKR", "KLAC", "ORCL", "NOC", null, "IWF", "PANW", "PYPL", "PEP", "PNC", "IVV", null, "UNH", "AAPL", "SPY", "NVDA", "GS", "INTC", "GEHC", "PFE", "LMT", "PG", "MRK", "VZ", null, "AMGN", "KVUE", "MSTR", "ROK", "SPGI", "NOW", "SHW", "SLB", "ROP", "SHEL", "RTX", "GLD", null, "BP", "RSG", "IBM", "SYK", "SBUX", "TXN", "TGT", "TMO", "TJX", "TDG", "TFC", "UBER", "UL", "UPS", "WNEB", "EBC", null, "VWO", null, "VIG", "LOAN", "TSCO", "SU", "TSM", null, "PR", "K", "EW", "TT", "ST", "ADSK", "AON", "AFL", "TKR", "AXON", "SDY", "CPAY", "DRI", "WEC", "WM", "IWR", "IR", "CAH", "AEP", "CZWI", "FMNB", "FBIZ", null, "HONE", "KMPR", "NVO", "DHI", "AMZN", "ELS", "CEF", "HBAN", "VUG", "VEA", null, "VOT", "VB", "VUSB", "VTV", "V", "WBD", "WMT", "WFC", "WMB", "ORRF", "FOXA", "MTB", "NSC", "KEY", "JCI", "MKL", "SO", "SJM", "PSX", "CRM", "TDY", "DIA", "GEV", "MELI", "DGRO", "MCK", "SYF", "FDX", "ADP", "AZO", "BAC", "BANC", "BRK-A", "BRK-B", "BDX", "BHLB", "BA", "BMY", "BRKL", "CARR", "CVX", "CHTR", "CINF", "CB", "CMG", "CSCO", "CIVB", "CCNE", "CME", "KO", "CMCSA", "CL", "COP", "COST", "CRWD", "CVS", "CSX", "CW", "DVA", "DELL", "DE", "RSP", "EFA", "MCO", "USMV", "NEE", "QQQ", "IWM", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "PH", "AWK", "MO", "VTI", "JPM", "QUAL", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-08
- Total Holdings
- 252
- Total Value
- 1161813200
- Accession Number
- 0000911274-25-000005
- Form Type
- 13F-HR
- Manager Name
- Beese-Fulmer-Investment-Management
Data Enrichment
94% identified238 identified14 unidentified
Holdings
252 positions • $1.2B total value
Manager:
Search and click to pin securities to the top
Page 13 of 13
Shares:6.7K
Value:$202.2K
% of Portfolio:0.0% ($202.2K/$1.2B)
464287572
Shares:2.1K
Value:$200.5K
% of Portfolio:0.0% ($200.5K/$1.2B)
02376RAF9
Shares:175.0K
Value:$174.1K
% of Portfolio:0.0% ($174.1K/$1.2B)
Shares:120.8K
Value:$120.8K
% of Portfolio:0.0% ($120.8K/$1.2B)
Shares:11.9K
Value:$111.0K
% of Portfolio:0.0% ($111.0K/$1.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
1.6K | QoQ NEW(+1.6K) YoY NEW(+1.6K) | All Managers (Combined) | $203.2K | 0.0% ($203.2K/$1.2B) | QoQ NEW(+$203.2K) YoY NEW(+$203.2K) | |
2.8K | QoQ NEW(+2.8K) YoY +5.29% (-140) | All Managers (Combined) | $202.9K | 0.0% ($202.9K/$1.2B) | QoQ NEW(+$202.9K) | |
6.7K | QoQ NEW(+6.7K) YoY NEW(+6.7K) | All Managers (Combined) | $202.2K | 0.0% ($202.2K/$1.2B) | QoQ NEW(+$202.2K) YoY NEW(+$202.2K) | |
(cusip464287572)✕ | 2.1K | QoQ NEW(+2.1K) YoY NEW(+2.1K) | All Managers (Combined) | $200.5K | 0.0% ($200.5K/$1.2B) | QoQ NEW(+$200.5K) YoY NEW(+$200.5K) |
(cusip02376RAF9)✕ | 175.0K | QoQ NEW(+175.0K) YoY 0.00% (-0) | All Managers (Combined) | $174.1K | 0.0% ($174.1K/$1.2B) | QoQ NEW(+$174.1K) |
14.6K | QoQ NEW(+14.6K) | All Managers (Combined) | $151.0K | 0.0% ($151.0K/$1.2B) | QoQ NEW(+$151.0K) | |
10.2K | QoQ NEW(+10.2K) YoY 0.00% (-0) | All Managers (Combined) | $145.0K | 0.0% ($145.0K/$1.2B) | QoQ NEW(+$145.0K) | |
11.9K | QoQ NEW(+11.9K) | All Managers (Combined) | $142.0K | 0.0% ($142.0K/$1.2B) | QoQ NEW(+$142.0K) | |
120.8K | QoQ NEW(+120.8K) YoY NEW(+120.8K) | All Managers (Combined) | $120.8K | 0.0% ($120.8K/$1.2B) | QoQ NEW(+$120.8K) YoY NEW(+$120.8K) | |
15.3K | QoQ NEW(+15.3K) | All Managers (Combined) | $117.6K | 0.0% ($117.6K/$1.2B) | QoQ NEW(+$117.6K) | |
11.9K | QoQ NEW(+11.9K) YoY 0.00% (+0) | All Managers (Combined) | $111.0K | 0.0% ($111.0K/$1.2B) | QoQ NEW(+$111.0K) | |
11.0K | QoQ NEW(+11.0K) YoY 0.00% (-0) | All Managers (Combined) | $26.7K | 0.0% ($26.7K/$1.2B) | QoQ NEW(+$26.7K) |