Fund HoldingsBEESE FULMER INVESTMENT MANAGEMENT, INC.

Total Portfolio Value
$965.61M
Total Bought
$66.27M
Total Sold
$57.71M
Net Transaction
+$8.55M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP COM(MSFT)0130,460+130,460049,0585.08%+49,058
RTX CORPORATION COM(RTX)0170,482+170,482014,3441.49%+14,344
MERCK & CO INC COM(MRK)0155,542+155,542016,9571.76%+16,957
APPLE INC COM(AAPL)0322,120+322,120062,0186.42%+62,018
BROADCOM INC COM(AVGO)017,652+17,652019,7042.04%+19,704
AMAZON COM INC COM(AMZN)159,514160,379+86520,27724,3682.52%+4,091
BOEING CO COM(BA)044,095+44,095011,4941.19%+11,494
COSTCO WHOLESALE CORPORATION(COST)31,07831,068-1017,55820,5072.12%+2,950
JPMORGAN CHASE & CO COM(JPM)89,78290,716+93413,02015,4311.60%+2,411
META PLATFORMS INC CL A(META)45,84945,280-56913,76416,0271.66%+2,263
MASTERCARD INCORPORATED CL A(MA)069,695+69,695029,7263.08%+29,726
NOVO-NORDISK A S ADR(NVO)163,287163,771+48414,84916,9421.75%+2,093
UNION PAC CORP COM(UNP)042,255+42,255010,3791.07%+10,379
MCDONALDS CORP COM(MCD)051,014+51,014015,1261.57%+15,126
SALESFORCE INC COM(CRM)27,16627,945+7795,5097,3530.76%+1,845
D R HORTON INC COM(DHI)046,256+46,25607,0300.73%+7,030
INTERCONTINENTAL EXCHANGE INC COM(ICE)094,468+94,468012,1331.26%+12,133
ADOBE INC COM(ADBE)18,17218,253+819,26610,8901.13%+1,624
HOME DEPOT INC COM(HD)031,914+31,914011,0601.15%+11,060
EDWARDS LIFESCIENCES CORP COM0135,295+135,295010,3161.07%+10,316
GOLDMAN SACHS GROUP INC COM(GS)25,92925,478-4518,3909,8291.02%+1,439
ALPHABET INC CAP STK CL A(GOOG)137,426138,134+70817,98419,2962.00%+1,312
ABBOTT LABS COM094,394+94,394010,3901.08%+10,390
STRYKER CORPORATION COM(SYK)040,192+40,192012,0361.25%+12,036
ALPHABET INC CAP STK CL C(GOOG)140,589139,520-1,06918,53719,6632.04%+1,126
LINDE PLC SHS(LIN)030,592+30,592012,5641.30%+12,564
FARMERS NATIONAL BANC CORP COM(FMNB)0381,339+381,33905,5100.57%+5,510
TRUIST FINL CORP COM(TFC)79,83690,566+10,7302,2843,3440.35%+1,060
CHUBB LIMITED COM
COM
55,86556,039+17411,63012,6651.31%+1,035
PHILIP MORRIS INTL INC COM(PM)096,819+96,81909,1090.94%+9,109
TEXAS INSTRS INC COM(TXN)050,545+50,54508,6160.89%+8,616
LOWES COS INC COM(LOW)060,910+60,910013,5561.40%+13,556
TJX COS INC NEW COM(TJX)158,739159,097+35814,10914,9251.55%+816
DISNEY WALT CO COM(DIS)0128,218+128,218011,5771.20%+11,577
ROPER TECHNOLOGIES INC COM(ROP)11,00411,159+1555,3296,0840.63%+755
SHERWIN WILLIAMS CO COM(SHW)014,929+14,92904,6560.48%+4,656
OREILLY AUTOMOTIVE INC COM(ORLY)021,052+21,052020,0012.07%+20,001
QUALCOMM INC COM(QCOM)016,349+16,34902,3650.24%+2,365
CUMMINS INC COM(CMI)041,188+41,18809,8671.02%+9,867
AMERICAN EXPRESS CO COM(AXP)015,534+15,53402,9100.30%+2,910
COCA COLA CO COM(KO)0234,942+234,942013,8451.43%+13,845
HUNTINGTON BANCSHARES INC COM(HBAN)0248,086+248,08603,1560.33%+3,156
FLEETCOR TECHNOLOGIES INC COM22,81022,408-4025,8246,3330.66%+508
CIVISTA BANCSHARES INC COM NO PAR0186,570+186,57003,4400.36%+3,440
CVS HEALTH CORP COM(CVS)0113,642+113,64208,9730.93%+8,973
BERKSHIRE HATHAWAY INC DEL CL B NEW56,97357,167+19419,95820,3892.11%+432
CROWDSTRIKE HLDGS INC CL A(CRWD)4,7614,76107971,2160.13%+419
LIBERTY GLOBAL LTD COM CL C(LBTYA)021,979+21,97904100.04%+410
TRANE TECHNOLOGIES PLC SHS(TT)9,8689,833-352,0022,3980.25%+396
JOHNSON & JOHNSON(JNJ)0117,943+117,943018,4861.91%+18,486
CURTISS WRIGHT CORP COM(CW)15,20515,103-1022,9753,3650.35%+390
TRANSDIGM GROUP INC COM(TDG)02,128+2,12802,1530.22%+2,153
NVIDIA CORPORATION COM(NVDA)3,2903,615+3251,4311,7900.19%+359
LAMAR ADVERTISING CO NEW CL A(LAMR)019,347+19,34702,0560.21%+2,056
FIFTH THIRD BANCORP COM(FITB)037,532+37,53201,2940.13%+1,294
NORFOLK SOUTHN CORP COM(NSC)08,562+8,56202,0240.21%+2,024
FREEPORT-MCMORAN INC CL B(FCX)038,480+38,48001,6380.17%+1,638
CATERPILLAR INC COM(CAT)17,75917,439-3204,8485,1560.53%+308
NORTHROP GRUMMAN CORP COM(NOC)010,898+10,89805,1020.53%+5,102
GENERAL ELECTRIC CO COM NEW(GE)20,64720,139-5082,2832,5700.27%+288
DELL TECHNOLOGIES INC CL C(DELL)03,754+3,75402870.03%+287
EATON CORP PLC SHS(ETN)10,49410,473-212,2382,5220.26%+284
ROCKWELL AUTOMATION INC COM(ROK)013,179+13,17904,0920.42%+4,092
INTEL CORP COM(INTC)28,70925,853-2,8561,0211,2990.13%+279
AUTODESK INC COM08,873+8,87302,1600.22%+2,160
CAPITAL ONE FINL CORP COM(COF)01,925+1,92502520.03%+252
NETFLIX INC COM(NFLX)0495+49502410.02%+241
TELEDYNE TECHNOLOGIES INC COM(TDY)6,3146,316+22,5802,8190.29%+239
CHIPOTLE MEXICAN GRILL INC COM(CMG)0101+10102310.02%+231
INTERNATIONAL BUSINESS MACHS COM(IBM)10,24010,174-661,4371,6640.17%+227
CSX CORP COM(CSX)060,765+60,76502,1070.22%+2,107
AXON ENTERPRISE INC COM(AXON)3,8053,772-337579740.10%+217
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
0617+61702170.02%+217
CNB FINL CORP PA COM(CCNE)09,400+9,40002120.02%+212
ABBVIE INC COM(ABBV)37,25237,194-585,5535,7640.60%+211
HOMETRUST BANCSHARES INC COM(HTB)07,730+7,73002080.02%+208
US BANCORP DEL COM NEW(USB)04,729+4,72902050.02%+205
INDUSTRIAL SELECT SECTOR SPDR FUND
ST STR INDL ETF
01,760+1,76002010.02%+201
DEERE & CO COM(DE)09,354+9,35403,7410.39%+3,741
SPDR S&P 500 ETF TRUST(SPY)04,725+4,72502,2460.23%+2,246
3M COMPANY(MMM)012,585+12,58501,3760.14%+1,376
VANGUARD DIVIDEND APPRECIATION ETF011,730+11,73001,9990.21%+1,999
GENERAL DYNAMICS CORP COM(GD)5,0434,996-471,1141,2970.13%+183
VANGUARD TOTAL STOCK MARKET ETF06,384+6,38401,5140.16%+1,514
VANGUARD SMALL-CAP ETF06,227+6,22701,3280.14%+1,328
MCKESSON CORP COM(MCK)6,1476,127-202,6732,8370.29%+164
TESLA INC COM(TSLA)1,1571,757+6002904370.05%+147
KEYCORP COM(KEY)55,83351,793-4,0406017460.08%+145
VISA INC COM CL A(V)04,431+4,43101,1540.12%+1,154
PNC FINL SVCS GROUP INC COM(PNC)3,5553,715+1604365750.06%+139
KEMPER CORP COM(KMPB)043,392+43,39202,1120.22%+2,112
AT&T INC COM(T)085,300+85,30001,4310.15%+1,431
LOEWS CORP COM(L)19,39519,39501,2281,3500.14%+122
EASTERN BANKSHARES INC COM(EBC)71,70071,70008991,0180.11%+119
MORGAN STANLEY COM NEW(MS)010,870+10,87001,0140.10%+1,014
ZOETIS INC CL A(ZTS)4,8484,860+128439590.10%+116
ESSA BANCORP INC COM20,09720,09703024020.04%+101
PROCTER & GAMBLE COMPANY(PG)0118,273+118,273017,3321.79%+17,332
TIMKEN CO COM(TKR)015,129+15,12901,2130.13%+1,213
TARGET CORP COM(TGT)02,940+2,94004190.04%+419
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