account_balance
Investment manager · 13F filer · SEC CIK 911274
Beese Fulmer Investment Management, Inc.
Reported value$1.73Bas of Jun 30, 2026
Positions401 66 new, 100 sold out
Top 10 weight32.0%AAPL alone is 5%
FiledJul 2929 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
5.4%
DELLDell Technologies Inc
4.1%Trimmed −7%
AVGOBroadcom Inc
3.6%Trimmed −2%
GOOGLAlphabet Inc
3.1%
MSFTMicrosoft Corp
3.1%
MUMicron Technology Inc
3.0%Trimmed −19%
KLACKla Corp
2.7%Added +794%
AMZNAmazon Com Inc
2.6%
GOOGAlphabet Inc
2.4%
JNJJohnson Johnson
2.0%
MAMastercard Incorporated
2.0%
RTXRTX Corporation
1.9%
AAPLApple Inc
5.4%
DELLDell Technologies Inc
4.1%Trimmed −7%
AVGO3.6%GOOGL3.1%MSFT3.1%MU3.0%KLAC2.7%AMZN2.6%GOOG2.4%JNJ2.0%MA2.0%RTX1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 5.4% HeldDELL Dell Technologies Inc 4.1% Trimmed −7%AVGO Broadcom Inc 3.6% Trimmed −2%GOOGL Alphabet Inc 3.1% HeldMSFT Microsoft Corp 3.1% HeldMU Micron Technology Inc 3.0% Trimmed −19%KLAC Kla Corp 2.7% Added +794%AMZN Amazon Com Inc 2.6% HeldGOOG Alphabet Inc 2.4% HeldJNJ Johnson Johnson 2.0% HeldMA Mastercard Incorporated 2.0% HeldRTX RTX Corporation 1.9% Held
What changed