Fund Holdings — BEESE FULMER INVESTMENT MANAGEMENT, INC.

Total Portfolio Value
$1.45B
Total Bought
$67.98M
Total Sold
$90.03M
Net Transaction
-$22.05M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC COM(AAPL)318,445316,581-1,86465,33580,6115.57%+15,276
ALPHABET INC CAP STK CL A(GOOG)152,468151,984-48426,86936,9472.55%+10,078
ALPHABET INC CAP STK CL C(GOOG)129,686129,508-17823,00531,5422.18%+8,537
BROADCOM INC COM(AVGO)172,913168,342-4,57147,66455,5383.84%+7,874
ARISTA NETWORKS INC COM SHS(ANET)143,147146,510+3,36314,64521,3481.48%+6,703
JOHNSON & JOHNSON(JNJ)132,232136,199+3,96720,19825,2541.75%+5,056
OREILLY AUTOMOTIVE INC COM(ORLY)297,113292,927-4,18626,77931,5802.18%+4,802
CUMMINS INC COM(CMI)43,94643,975+2914,39218,5741.28%+4,181
TJX COS INC NEW COM(TJX)171,395173,088+1,69321,16625,0181.73%+3,853
RTX CORPORATION COM(RTX)175,902175,359-54325,68529,3432.03%+3,658
KLA CORP COM NEW(KLAC)17,45517,564+10915,63518,9451.31%+3,310
DELL TECHNOLOGIES INC CL C(DELL)175,225174,580-64521,48324,7501.71%+3,268
MICROSOFT CORP COM(MSFT)140,565140,701+13669,91972,8765.04%+2,957
BERKSHIRE HATHAWAY INC DEL CL B NEW58,82362,603+3,78028,57431,4732.17%+2,899
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
158,806189,138+30,33212,62515,1181.04%+2,493
D R HORTON INC COM(DHI)66,36365,034-1,3298,55511,0210.76%+2,466
JPMORGAN CHASE & CO. COM(JPM)94,13293,173-95927,29029,3902.03%+2,100
GOLDMAN SACHS GROUP INC COM(GS)25,52125,129-39218,06220,0121.38%+1,949
ABBVIE INC COM(ABBV)37,92938,190+2617,0408,8420.61%+1,802
EATON CORP PLC SHS(ETN)47,94650,005+2,05917,11618,7151.29%+1,598
CATERPILLAR INC COM(CAT)17,05416,680-3746,6207,9590.55%+1,339
CHEVRON CORP NEW COM(CVX)100,600101,182+58214,40515,7131.09%+1,308
HOME DEPOT INC COM(HD)31,92132,009+8811,70412,9700.90%+1,266
NORTHROP GRUMMAN CORP COM(NOC)11,01910,984-355,5106,6930.46%+1,183
ELI LILLY & CO COM(LLY)3,2484,864+1,6162,5323,7120.26%+1,180
ISHARES S&P 500 GROWTH ETF116,833116,106-72712,86314,0160.97%+1,153
LOWES COS INC COM(LOW)40,68340,364-3199,02610,1440.70%+1,117
EXXON MOBIL CORP COM200,691201,068+37721,63522,6701.57%+1,036
MCDONALDS CORP COM(MCD)53,20754,326+1,11915,54616,5091.14%+964
APPLOVIN CORP COM CL A(APP)1,3271,957+6304651,4060.10%+942
HUNTINGTON BANCSHARES INC COM(HBAN)231,084276,427+45,3433,8734,7740.33%+901
ISHARES S&P 500 VALUE ETF63,91264,783+87112,49013,3780.92%+889
EDWARDS LIFESCIENCES CORP COM140,668152,746+12,07811,00211,8790.82%+877
HERSHEY CO COM(HSY)39,58939,052-5376,5707,3050.50%+735
CONOCOPHILLIPS COM(COP)102,397104,803+2,4069,1899,9130.69%+724
T-MOBILE US INC COM(TMUS)27,90830,631+2,7236,6497,3330.51%+683
CURTISS WRIGHT CORP COM(CW)13,91913,649-2706,8007,4110.51%+610
ISHARES CORE S&P SMALL CAP ETF55,97056,590+6206,1176,7250.46%+608
GE AEROSPACE COM NEW(GE)16,14515,823-3224,1564,7600.33%+604
INDEPENDENT BK CORP MASS COM07,164+7,16404960.03%+496
TELEDYNE TECHNOLOGIES INC COM(TDY)6,0986,143+453,1243,6000.25%+476
UNION PAC CORP COM(UNP)47,18747,841+65410,85711,3080.78%+451
AON PLC SHS CL A(AON)26,71627,977+1,2619,5319,9760.69%+445
BOSTON SCIENTIFIC CORP COM(BSX)04,495+4,49504390.03%+439
PEPSICO, INC.(PEP)65,26264,446-8168,6179,0510.63%+434
NORFOLK SOUTHN CORP COM(NSC)10,38210,283-992,6583,0890.21%+432
WALMART INC COM(WMT)24,94127,669+2,7282,4392,8520.20%+413
PALO ALTO NETWORKS INC COM(PANW)1,6863,721+2,0353457580.05%+413
NVIDIA CORPORATION COM(NVDA)31,61128,909-2,7024,9945,3940.37%+400
ORACLE CORP COM(ORCL)7,4527,156-2961,6292,0120.14%+383
SPDR S&P 500 ETF TRUST(SPY)8,2538,223-305,0995,4780.38%+379
GE VERNOVA INC COM(GEV)4,1294,135+62,1852,5430.18%+358
LINDE PLC SHS(LIN)30,57130,944+37314,34314,6991.02%+355
ISHARES CORE S&P MID-CAP ETF85,51086,413+9035,3035,6390.39%+336
QUALCOMM INC COM(QCOM)17,01218,201+1,1892,7093,0280.21%+319
CNB FINL CORP PA COM(CCNE)9,40021,876+12,4762155290.04%+315
AMAZON COM INC COM(AMZN)180,562181,841+1,27939,61339,9272.76%+313
ULTA BEAUTY INC COM(ULTA)0562+56203070.02%+307
SPDR GOLD SHARES(GLD)6,0796,075-41,8532,1590.15%+306
ISHARES ETHEREUM TRUST ETF(ETHA)09,026+9,02602840.02%+284
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
5,5878,658+3,0715127940.05%+282
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF96,944108,260+11,3162,2622,5410.18%+279
TESLA INC COM(TSLA)2,1822,181-16939700.07%+277
ECHOSTAR CORP CL A(ECHO)03,553+3,55302710.02%+271
AEROVIRONMENT INC COM0858+85802700.02%+270
AFLAC INC COM(AFL)4,8096,913+2,1045077720.05%+265
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
22,61923,059+4404,1114,3740.30%+263
SOLVENTUM CORP COM SHS(SOLV)03,541+3,54102580.02%+258
GENERAL DYNAMICS CORP COM(GD)5,1775,17701,5101,7650.12%+255
KEYCORP COM(KEY)50,70160,508+9,8078831,1310.08%+248
BITWISE ETHEREUM ETF08,256+8,25602460.02%+246
WARNER BROS DISCOVERY INC COM SER A(WBD)33,44632,132-1,3143836280.04%+244
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)8,6607,890-7701,9612,2040.15%+242
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
02,089+2,08902150.01%+215
APPLIED MATLS INC COM01,040+1,04002130.01%+213
ROCKWELL AUTOMATION INC COM(ROK)13,17313,127-464,3764,5880.32%+213
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF04,178+4,17802120.01%+212
PNC FINL SVCS GROUP INC COM(PNC)4,7005,409+7098761,0870.08%+211
MCKESSON CORP COM(MCK)5,2895,284-53,8764,0820.28%+206
BERKSHIRE HATHAWAY INC DEL CL A8805,8306,0340.42%+203
DUPONT DE NEMOURS INC COM(DD)02,573+2,57302000.01%+200
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
IBDS DEC28 ETF
128,299135,162+6,8633,2613,4490.24%+188
ISHARES IBONDS DEC 2027 TERM TREASURY ETF1,89054,593+52,7031,0271,2130.08%+186
PERMIAN BASIN RTY TR UNIT BEN INT(PBT)31,91731,91703975830.04%+186
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
39,35139,751+4003,2853,4710.24%+186
MARATHON PETE CORP COM(MPC)6,4406,444+41,0701,2420.09%+172
LOEWS CORP COM(L)19,39519,39501,7781,9470.13%+169
ISHARES GOLD TRUST(IAU)8,0529,213+1,1615026700.05%+168
INTEL CORP COM(INTC)23,62320,779-2,8445296970.05%+168
EASTERN BANKSHARES INC COM(EBC)56,80056,80008671,0310.07%+164
MORGAN STANLEY COM NEW(MS)8,7438,753+101,2321,3910.10%+160
FARMERS NATIONAL BANC CORP COM(FMNB)338,141334,551-3,5904,6634,8210.33%+158
BEACON FINANCIAL CORP. COM11,69618,905+7,2092934480.03%+155
VANGUARD TOTAL STOCK MARKET ETF6,4636,442-211,9642,1140.15%+150
EQT CORP COM(EQT)4,2947,298+3,0042503970.03%+147
ALTRIA GROUP, INC.(MO)19,69419,697+31,1551,3010.09%+147
SMUCKER J M CO COM NEW(SJM)13,89013,894+41,3641,5090.10%+145
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
IBONDS 27 ETF
137,261142,470+5,2093,3313,4680.24%+136
VANECK GOLD MINERS ETF
GOLD MINERS ETF
5,5205,52002874220.03%+134
MILLICOM INTL CELLULAR S A COM STK
COM STK
11,80311,80304425730.04%+131
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BEESE FULMER INVESTMENT MANAGEMENT, INC. — 13F Holdings — Q3 2025 | TickerTrail