Fund HoldingsBEESE FULMER INVESTMENT MANAGEMENT, INC.

Total Portfolio Value
$1.73B
Total Bought
$162.33M
Total Sold
$250.41M
Net Transaction
-$88.08M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
DELL TECHNOLOGIES INC(DELL)176,189163,718-12,47128,91870,6384.08%+41,720
MICRON TECHNOLOGY INC(MU)55,45244,735-10,71718,73451,6372.98%+32,903
KLA CORP(KLAC)17,370155,284+137,91425,57646,8512.71%+21,274
APPLE INC(AAPL)322,470321,813-65781,84093,1205.38%+11,280
BROADCOM INC(AVGO)168,300164,602-3,69852,09162,1793.59%+10,088
ALPHABET INC(GOOG)152,207150,632-1,57543,76953,8313.11%+10,063
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
243,719366,668+122,94919,32028,9781.67%+9,658
CUMMINS INC(CMI)43,91343,396-51723,62630,9501.79%+7,324
ALPHABET INC(GOOG)122,251119,882-2,36935,06942,3582.45%+7,289
ARISTA NETWORKS INC(ANET)151,650152,264+61418,62025,8671.49%+7,247
AMAZON COM INC(AMZN)189,164190,655+1,49139,39745,4412.62%+6,044
CATERPILLAR INC(CAT)16,23715,777-46011,50316,8010.97%+5,298
EATON CORP PLC(ETN)51,86253,283+1,42118,54922,7051.31%+4,156
GOLDMAN SACHS GROUP INC(GS)25,86225,727-13521,87926,0191.50%+4,140
NVIDIA CORPORATION(NVDA)125,358128,448+3,09021,86425,7011.48%+3,838
ISHARES TR10,356165,185+154,8292323,6010.21%+3,369
JPMORGAN CHASE CO(JPM)94,40695,120+71427,77131,1361.80%+3,365
ELI LILLY CO(LLY)6,0477,338+1,2915,5628,8010.51%+3,239
INTERNATIONAL BUSINESS MACHS(IBM)58,11460,760+2,64614,08617,0860.99%+3,000
ISHARES TR119,028118,790-23813,46316,3370.94%+2,874
D R HORTON INC(DHI)68,22772,526+4,2999,36211,8130.68%+2,451
EDWARDS LIFESCIENCES CORP160,839165,538+4,69912,88014,9750.86%+2,095
PHILIP MORRIS INTL INC(PM)118,104120,335+2,23119,70021,7701.26%+2,070
INTEL CORP(INTC)19,58820,446+8588642,8550.16%+1,990
CROWDSTRIKE HLDGS INC(CRWD)4,8254,828+31,8843,6840.21%+1,801
ISHARES TR10,35693,624+83,2682321,9510.11%+1,719
TRANSDIGM GROUP INC(TDG)9,1629,233+7110,61912,2990.71%+1,680
ROCKWELL AUTOMATION INC(ROK)13,26512,999-2664,7616,4360.37%+1,675
ISHARES TR
IBDS DEC28 ETF
198,024263,379+65,3555,0166,6500.38%+1,634
JOHNSON JOHNSON(JNJ)135,684136,876+1,19233,16734,7622.01%+1,596
ISHARES TR67,70269,947+2,24514,29515,8820.92%+1,587
UNION PAC CORP(UNP)48,40148,621+22011,74313,2250.76%+1,482
GE VERNOVA INC(GEV)4,8484,783-654,2345,6190.32%+1,385
ABBVIE INC(ABBV)35,21535,935+7207,6599,0430.52%+1,384
SIMPLIFY EXCHANGE TRADED FUN
TREASURY OPT INC
058,076+58,07601,3600.08%+1,360
ISHARES TR59,17558,711-4647,3568,7070.50%+1,351
CHUBB LIMITED
COM
61,06862,140+1,07219,96321,2361.23%+1,273
BERKSHIRE HATHAWAY INC DEL60,49760,475-2228,99030,2611.75%+1,271
PALO ALTO NETWORKS INC(PANW)6,0126,417+4059642,1880.13%+1,224
GE AEROSPACE(GE)18,95217,420-1,5325,3786,5100.38%+1,132
ISHARES TR140,301189,726+49,4253,2634,3940.25%+1,131
INTUITIVE SURGICAL INC10,3563,408-6,9482321,3550.08%+1,123
CORNING INC(GLW)4,1876,228+2,0415691,5910.09%+1,022
MASTERCARD INCORPORATED(MA)66,35466,426+7233,15434,1171.97%+962
STATE STR SPDR S P 500 ETF T(SPY)8,3078,502+1955,4026,3490.37%+947
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
26,81028,612+1,8025,1456,0880.35%+942
ISHARES TR91,62692,459+8336,1887,1300.41%+942
TAIWAN SEMICONDUCTOR MANUFAC(TSM)7,5297,283-2462,5523,4780.20%+927
WESTERN DIGITAL CORP(WDC)2,7442,605-1397421,6640.10%+922
ISHARES TR
BROAD USD HIGH
42,95767,477+24,5201,5832,4980.14%+915
LINDE PLC(LIN)31,66232,001+33915,69716,6070.96%+910
HOME DEPOT INC(HD)32,84233,136+29410,80111,6860.67%+885
QUALCOMM INC(QCOM)17,88717,194-6932,3033,1770.18%+874
TRANE TECHNOLOGIES PLC(TT)9,6649,968+3044,0284,8960.28%+868
TIMKEN CO(TKR)18,31818,395+771,8422,6730.15%+831
CURTISS WRIGHT CORP(CW)13,39413,137-2579,1269,9550.57%+829
TEXAS INSTRS INC(TXN)4,5155,640+1,1258771,6810.10%+804
CISCO SYS INC(CSCO)16,93517,904+9691,3142,1030.12%+789
FREEPORT MCMORAN INC(FCX)82,76589,444+6,6794,8655,6250.32%+760
LUMENTUM HLDGS INC(LITE)4,0794,192+1132,8673,5970.21%+730
CIVISTA BANCSHARES INC(CIVB)162,128156,384-5,7443,6954,4130.25%+718
STRYKER CORPORATION(SYK)46,93751,146+4,20915,42316,1030.93%+680
SANDISK CORP(SNDK)0280+28006370.04%+637
HUNTINGTON BANCSHARES INC(HBAN)273,681277,169+3,4884,3274,9580.29%+631
ISHARES TR10,35636,999+26,6432328170.05%+585
CARPENTER TECHNOLOGY CORP(CRS)0940+94005800.03%+580
AON PLC(AON)31,23632,104+86810,08210,6480.61%+566
LAMAR ADVERTISING CO(LAMR)18,87218,948+762,3902,9560.17%+565
MICROSOFT CORP(MSFT)143,526143,925+39953,12953,6873.10%+558
NORFOLK SOUTHN CORP(NSC)10,30011,042+7422,9563,4740.20%+518
MOLINA HEALTHCARE INC(MOH)02,258+2,25805160.03%+516
DOMINION ENERGY INC(D)25,07830,075+4,9971,5502,0540.12%+504
COMFORT SYS USA INC(FIX)811817+61,1181,6190.09%+501
AMGEN INC(AMGN)2,2033,502+1,2997751,2680.07%+493
COCA COLA CO(KO)171,373166,416-4,95713,12513,6140.79%+489
ATLASSIAN CORPORATION06,062+6,06204720.03%+472
MERCADOLIBRE INC(MELI)286558+2724959470.05%+453
WASTE CONNECTIONS INC(WCN)02,675+2,67504460.03%+446
TERADYNE INC(TER)1,8141,983+1695389590.06%+422
ISHARES TR
FLTG RATE NT ETF
63,93671,864+7,9283,2583,6690.21%+411
BIOGEN INC(BIIB)4,8035,959+1,1568811,2880.07%+407
SYNOPSYS INC(SNPS)0904+90404030.02%+403
EVERSOURCE ENERGY(ES)05,573+5,57304030.02%+403
UNITEDHEALTH GROUP INC(UNH)1,8042,143+3394888910.05%+402
FIFTH THIRD BANCORP(FITB)27,05829,430+2,3721,2571,6590.10%+402
CSX CORP(CSX)49,50451,115+1,6112,0322,4290.14%+397
VANGUARD SPECIALIZED FUNDS16,66116,829+1683,5573,9540.23%+396
CARRIER GLOBAL CORPORATION(CARR)22,09822,219+1211,2441,6300.09%+385
APPLIED MATLS INC1,1291,064-653867690.04%+384
COHERENT CORP(COHR)1,8752,102+2274478290.05%+383
JOHNSON CONTROLS INTERNATION
SHS
11,80413,224+1,4201,5501,9320.11%+382
NVENT ELEC PLC(NVT)02,233+2,23303790.02%+379
ISHARES TR
CORE MSCI EAFE
42,36143,595+1,2343,8354,2100.24%+375
GOLDMAN SACHS ETF TR
NASDA 100 ETF
7,53112,520+4,9893737430.04%+370
RUBRIK INC(RBRK)04,584+4,58403680.02%+368
FARMERS NATIONAL BANC CORP(FMNB)373,262361,330-11,9324,9125,2750.30%+363
POOL CORP(POOL)01,688+1,68803630.02%+363
PAYCHEX INC(PAYX)03,526+3,52603470.02%+347
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0357+35703450.02%+345
SPDR SERIES TRUST
ST STR BLO 1 ETF
16,29520,053+3,7581,4931,8380.11%+344
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BEESE FULMER INVESTMENT MANAGEMENT, INC. — 13F Holdings — Q2 2026 | TickerTrail