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 6 of 13
Shares:8.7K
Value:$1.4M
% of Portfolio:0.1% ($1.4M/$1.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
J M SMUCKER Co(SJMcusip832696405) | 13.4K | QoQ NEW(+13.4K) | All Managers (Combined) | $1.6M | 0.1% ($1.6M/$1.2B) | QoQ NEW(+$1.6M) |
CORPAY, INC.(CPAYcusip219948106) | 4.4K | QoQ NEW(+4.4K) YoY -2.86% (-130) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.2B) | QoQ NEW(+$1.5M) |
25.0K | QoQ NEW(+25.0K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.2B) | QoQ NEW(+$1.5M) | |
PFIZER INC(PFEcusip717081103) | 59.0K | QoQ NEW(+59.0K) YoY -1.04% (-626) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.2B) | QoQ NEW(+$1.5M) |
8.6K | QoQ NEW(+8.6K) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.2B) | QoQ NEW(+$1.5M) | |
19.8K | QoQ NEW(+19.8K) YoY +1.02% (+200) | All Managers (Combined) | $1.5M | 0.1% ($1.5M/$1.2B) | QoQ NEW(+$1.5M) | |
8.7K | QoQ NEW(+8.7K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.2B) | QoQ NEW(+$1.4M) | |
21.1K | QoQ NEW(+21.1K) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.2B) | QoQ NEW(+$1.4M) | |
35.9K | QoQ NEW(+35.9K) YoY +0.53% (+190) | All Managers (Combined) | $1.4M | 0.1% ($1.4M/$1.2B) | QoQ NEW(+$1.4M) | |
4.8K | QoQ NEW(+4.8K) YoY +1.02% (-49) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.2B) | QoQ NEW(+$1.3M) | |
25.6K | QoQ NEW(+25.6K) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$1.2B) | QoQ NEW(+$1.3M) | |
2.2K | QoQ NEW(+2.2K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.2B) | QoQ NEW(+$1.2M) | |
20.4K | QoQ NEW(+20.4K) YoY -1.70% (-355) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.2B) | QoQ NEW(+$1.2M) | |
3.9K | QoQ NEW(+3.9K) YoY +5.67% (+210) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.2B) | QoQ NEW(+$1.2M) | |
18.5K | QoQ NEW(+18.5K) YoY -4.56% (-887) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$1.2B) | QoQ NEW(+$1.2M) | |
GE Vernova Inc.(GEVcusip36828A101) | 3.7K | QoQ NEW(+3.7K) YoY NEW(+3.7K) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.2B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
4.6K | QoQ NEW(+4.6K) YoY -2.90% (-136) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.2B) | QoQ NEW(+$1.1M) | |
15.1K | QoQ NEW(+15.1K) YoY -0.70% (-108) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.2B) | QoQ NEW(+$1.1M) | |
18.1K | QoQ NEW(+18.1K) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$1.2B) | QoQ NEW(+$1.1M) | |
ORACLE CORP(ORCLcusip68389X105) | 7.5K | QoQ NEW(+7.5K) YoY +5.79% (+408) | All Managers (Combined) | $1.0M | 0.1% ($1.0M/$1.2B) | QoQ NEW(+$1.0M) |