Fund HoldingsBEESE FULMER INVESTMENT MANAGEMENT, INC.

Total Portfolio Value
$887.07M
Total Bought
$26.49M
Total Sold
$61.34M
Net Transaction
-$34.85M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
AMAZON COM INC COM(AMZN)119,679159,514+39,83515,60120,2772.29%+4,676
TJX COS INC NEW COM(TJX)121,556158,739+37,18310,30714,1091.59%+3,802
NOVO-NORDISK A S ADR(NVO)81,457163,287+81,83013,18214,8491.67%+1,667
CONOCOPHILLIPS COM(COP)97,48797,285-20210,10111,6551.31%+1,554
EXXON MOBIL CORP COM164,527162,295-2,23217,64519,0832.15%+1,437
ALPHABET INC CAP STK CL C(GOOG)141,375140,589-78617,10218,5372.09%+1,435
ALPHABET INC CAP STK CL A(GOOG)138,726137,426-1,30016,60617,9842.03%+1,378
CHEVRON CORP NEW COM(CVX)92,02492,263+23914,48015,5571.75%+1,077
CHUBB LIMITED COM
COM
55,06955,865+79610,60411,6301.31%+1,026
COSTCO WHOLESALE CORPORATION(COST)30,98131,078+9716,68017,5581.98%+878
COMCAST CORP NEW CL A(CCZ)332,920330,066-2,85413,83314,6351.65%+802
EOG RES INC COM(EOG)46,47846,592+1145,3195,9060.67%+587
EMERSON ELEC CO COM(EMR)97,00396,660-3438,7689,3341.05%+566
SCHLUMBERGER LTD COM STK(SLB)57,21056,878-3322,8103,3160.37%+506
CATERPILLAR INC COM(CAT)17,76117,759-24,3704,8480.55%+478
ABBVIE INC COM(ABBV)37,90237,252-6505,1065,5530.63%+446
ADOBE INC COM(ADBE)18,13618,172+368,8689,2661.04%+398
KENVUE INC COM(KVUE)018,842+18,84203780.04%+378
PIONEER NAT RES CO COM11,18111,517+3362,3172,6440.30%+327
META PLATFORMS INC CL A(META)46,86345,849-1,01413,44913,7641.55%+316
AUTOMATIC DATA PROCESSING INC COM14,54014,470-703,1963,4810.39%+285
BERKSHIRE HATHAWAY INC DEL CL B NEW57,70056,973-72719,67619,9582.25%+282
SUNCOR ENERGY INC NEW COM(SU)06,250+6,25002150.02%+215
CME GROUP INC COM(CME)01,066+1,06602130.02%+213
FLEETCOR TECHNOLOGIES INC COM22,38222,810+4285,6205,8240.66%+205
PHILLIPS 66 COM(PSX)01,668+1,66802000.02%+200
CURTISS WRIGHT CORP COM(CW)15,20515,20502,7932,9750.34%+182
AMGEN INC COM(AMGN)03,785+3,78501,0170.11%+1,017
MARKEL GROUP INC COM(MKL)1,5971,59702,2092,3520.27%+143
FEDEX CORP COM(FDX)7,9057,906+11,9602,0940.24%+135
MARATHON PETE CORP COM(MPC)03,385+3,38505120.06%+512
EATON CORP PLC SHS(ETN)10,55010,494-562,1222,2380.25%+117
BERKSHIRE HATHAWAY INC DEL CL A8804,1424,2520.48%+109
CARRIER GLOBAL CORPORATION COM(CARR)019,293+19,29301,0650.12%+1,065
TRANE TECHNOLOGIES PLC SHS(TT)9,9379,868-691,9012,0020.23%+102
CROWDSTRIKE HLDGS INC CL A(CRWD)04,761+4,76107970.09%+797
KEYCORP COM(KEY)055,833+55,83306010.07%+601
LOEWS CORP COM(L)019,395+19,39501,2280.14%+1,228
CHARTER COMMUNICATIONS INC NEW CL A(CHTR)0836+83603680.04%+368
INTERNATIONAL BUSINESS MACHS COM(IBM)010,240+10,24001,4370.16%+1,437
SHELL PLC SPON ADS(SHEL)019,994+19,99401,2870.15%+1,287
NVIDIA CORPORATION COM(NVDA)03,290+3,29001,4310.16%+1,431
ELI LILLY & CO COM(LLY)0679+67903650.04%+365
GENERAL ELECTRIC CO COM NEW(GE)20,40820,647+2392,2422,2830.26%+41
GOLDMAN SACHS GROUP INC COM(GS)25,88625,929+438,3498,3900.95%+41
INTEL CORP COM(INTC)028,709+28,70901,0210.12%+1,021
TRUIST FINL CORP COM(TFC)73,98179,836+5,8552,2452,2840.26%+39
PNC FINL SVCS GROUP INC COM(PNC)03,555+3,55504360.05%+436
CISCO SYS INC COM(CSCO)33,81633,176-6401,7501,7840.20%+34
LIBERTY BROADBAND CORP COM SER C(LBRDA)02,700+2,70002470.03%+247
UNITEDHEALTH GROUP INC COM(UNH)01,491+1,49107520.08%+752
AFLAC INC COM(AFL)03,522+3,52202700.03%+270
GENERAL DYNAMICS CORP COM(GD)05,043+5,04301,1140.13%+1,114
EASTERN BANKSHARES INC COM(EBC)071,700+71,70008990.10%+899
WALMART INC COM(WMT)06,739+6,73901,0780.12%+1,078
LIBERTY GLOBAL PLC SHS CL C(LBTYA)021,979+21,97904080.05%+408
ROPER TECHNOLOGIES INC COM(ROP)11,05111,004-475,3135,3290.60%+16
MERCADOLIBRE INC COM(MELI)0185+18502350.03%+235
JPMORGAN CHASE & CO COM(JPM)89,41889,782+36413,00513,0201.47%+15
HARBORONE BANCORP INC NEW COM NEW018,027+18,02701720.02%+172
CINCINNATI FINL CORP COM(CINF)02,944+2,94403010.03%+301
CITIZENS CMNTY BANCORP INC MD COM018,778+18,77801800.02%+180
AXON ENTERPRISE INC COM(AXON)03,805+3,80507570.09%+757
SALESFORCE INC COM(CRM)26,01727,166+1,1495,4965,5090.62%+12
WILLIAMS COS INC COM(WMB)011,575+11,57503900.04%+390
SOUND FINL BANCORP INC COM011,080+11,08004070.05%+407
BROOKLINE BANCORP INC DEL COM030,419+30,41902770.03%+277
ZOETIS INC CL A(ZTS)04,848+4,84808430.10%+843
BANC OF CALIFORNIA INC COM(BANC)010,220+10,22001270.01%+127
WESTERN NEW ENG BANCORP INC COM011,933+11,9330770.01%+77
SERVICENOW INC COM(NOW)0421+42102350.03%+235
RPM INTL INC COM(RPM)03,230+3,23003060.03%+306
RICHMOND MUT BANCORPORATION COM039,597+39,59704420.05%+442
MCKESSON CORP COM(MCK)6,2476,147-1002,6692,6730.30%+4
TIMKENSTEEL CORPORATION COM027,322+27,32205930.07%+593
AMERISERV FINL INC COM011,000+11,0000290.00%+29
ESSA BANCORP INC COM020,097+20,09703020.03%+302
JPMORGAN ULTRA-SHORT INCOME ETF
ULTRA SHRT ETF
08,300+8,30004160.05%+416
PARKER-HANNIFIN CORP COM(PH)0713+71302780.03%+278
DIEBOLD NIXDORF INC COM STK(DBD)000000
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
ULTRA SHT MUNCPL
04,945+4,94502490.03%+249
VANGUARD ULTRA-SHORT BOND ETF
VANGUARD ULTRA
025,345+25,34501,2470.14%+1,247
VANGUARD SHORT-TERM BOND ETF04,414+4,41403320.04%+332
GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF08,055+8,05504020.05%+402
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF04,295+4,29502030.02%+203
THERMO FISHER SCIENTIFIC INC COM(TMO)0465+46502350.03%+235
ISHARES CORE S&P 500 ETF0704+70403020.03%+302
ISHARES S&P 100 ETF01,210+1,21002430.03%+243
FLEXSHARES QUALITY DIVIDEND INDEX FUND
QUALT DIVD IDX
04,090+4,09002280.03%+228
BERKSHIRE HILLS BANCORP INC COM012,796+12,79602570.03%+257
ISHARES CORE DIVIDEND GROWTH ETF
CORE DIV GRWTH
04,593+4,59302270.03%+227
TESLA INC COM(TSLA)01,157+1,15702900.03%+290
FS BANCORP INC COM016,790+16,79004950.06%+495
BANK AMERICA CORP COM07,401+7,40102030.02%+203
NUCOR CORP COM(NUE)01,300+1,30002030.02%+203
SPDR S&P DIVIDEND ETF
ST STR SP DIV
01,911+1,91102200.02%+220
BOGOTA FINL CORP COM020,550+20,55001520.02%+152
TELEDYNE TECHNOLOGIES INC COM(TDY)6,3146,31402,5962,5800.29%-16
ENTERPRISE BANCORP INC MASS COM010,350+10,35002830.03%+283
KINDER MORGAN INC DEL COM(KMI)025,958+25,95804300.05%+430
Page 1 of 1