Fund HoldingsBEESE FULMER INVESTMENT MANAGEMENT, INC.

Total Portfolio Value
$1.54B
Total Bought
$1.54B
Total Sold
$1.45B
Net Transaction
+$89.30M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
APPLE INC COM(AAPL)0323,595+323,595087,9735.73%+87,973
MICROSOFT CORP COM(MSFT)0142,642+142,642068,9854.49%+68,985
BROADCOM INC COM(AVGO)0167,914+167,914058,1153.78%+58,115
ALPHABET INC CAP STK CL A(GOOG)0153,864+153,864048,1593.13%+48,159
AMAZON COM INC COM(AMZN)0185,844+185,844042,8972.79%+42,897
ALPHABET INC CAP STK CL C(GOOG)0127,498+127,498040,0092.60%+40,009
MASTERCARD INCORPORATED CL A(MA)067,057+67,057038,2812.49%+38,281
RTX CORPORATION COM(RTX)0177,712+177,712032,5922.12%+32,592
BERKSHIRE HATHAWAY INC DEL CL B NEW062,668+62,668031,5002.05%+31,500
JPMORGAN CHASE & CO COM(JPM)094,193+94,193030,3511.98%+30,351
JOHNSON & JOHNSON(JNJ)0138,869+138,869028,7391.87%+28,739
TJX COS INC NEW COM(TJX)0176,280+176,280027,0781.76%+27,078
OREILLY AUTOMOTIVE INC COM(ORLY)0296,542+296,542027,0481.76%+27,048
COSTCO WHOLESALE CORPORATION(COST)062,706+62,706027,0371.76%+27,037
EXXON MOBIL CORP COM0414,906+414,906024,9651.62%+24,965
META PLATFORMS INC CL A(META)072,265+72,265023,8511.55%+23,851
CUMMINS INC COM(CMI)044,099+44,099022,5101.47%+22,510
GOLDMAN SACHS GROUP INC COM(GS)025,491+25,491022,4061.46%+22,406
DELL TECHNOLOGIES INC CL C(DELL)0175,874+175,874022,1391.44%+22,139
KLA CORP COM NEW(KLAC)017,834+17,834021,6701.41%+21,670
BOSTON SCIENTIFIC CORP COM(BSX)0222,026+222,026021,1701.38%+21,170
ARISTA NETWORKS INC COM SHS(ANET)0149,849+149,849019,6351.28%+19,635
NETFLIX INC. COM(NFLX)0205,881+205,881019,3031.26%+19,303
PHILIP MORRIS INTL INC COM(PM)0235,353+235,353019,0481.24%+19,048
CHUBB LIMITED COM
COM
0121,060+121,060018,9511.23%+18,951
PROCTER & GAMBLE COMPANY(PG)0122,342+122,342017,5331.14%+17,533
SALESFORCE INC COM(CRM)065,989+65,989017,5091.14%+17,509
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
0219,043+219,043017,4641.14%+17,464
MCDONALDS CORP COM(MCD)0113,431+113,431017,3341.13%+17,334
EATON CORP PLC SHS(ETN)051,967+51,967016,5521.08%+16,552
INTERCONTINENTAL EXCHANGE INC COM(ICE)0101,208+101,208016,3921.07%+16,392
STRYKER CORPORATION COM(SYK)045,705+45,705016,1041.05%+16,104
DISNEY WALT CO COM(DIS)0270,279+270,279015,4771.01%+15,477
CHEVRON CORPORATION COM(CVX)099,787+99,787015,2090.99%+15,209
MICRON TECHNOLOGY INC COM(MU)051,205+51,205014,6200.95%+14,620
ISHARES S&P 500 GROWTH ETF0115,822+115,822014,2760.93%+14,276
ISHARES S&P 500 VALUE ETF065,073+65,073013,8000.90%+13,800
ABBOTT LABS COM0109,487+109,487013,7180.89%+13,718
EDWARDS LIFESCIENCES CORP COM0158,820+158,820013,5390.88%+13,539
LINDE PLC SHS(LIN)031,616+31,616013,4810.88%+13,481
COCA COLA CO COM(KO)0172,306+172,306012,0460.78%+12,046
TRANSDIGM GROUP INC COM(TDG)08,929+8,929011,8740.77%+11,874
HOME DEPOT INC COM(HD)032,739+32,739011,2660.73%+11,266
UNION PAC CORP COM(UNP)048,104+48,104011,1270.72%+11,127
AON PLC SHS CL A(AON)029,544+29,544010,4250.68%+10,425
CONOCOPHILLIPS COM(COP)0103,820+103,82009,7190.63%+9,719
PEPSICO, INC.(PEP)066,924+66,92409,6970.63%+9,697
D R HORTON INC COM(DHI)067,254+67,25409,6870.63%+9,687
CATERPILLAR INC COM(CAT)016,477+16,47709,4390.61%+9,439
LOWES COS INC COM(LOW)038,863+38,86309,3720.61%+9,372
ABBVIE INC COM(ABBV)036,964+36,96408,4460.55%+8,446
CURTISS WRIGHT CORP COM(CW)013,948+13,94807,6890.50%+7,689
ISHARES CORE S&P SMALL CAP ETF056,246+56,24606,7600.44%+6,760
HERSHEY CO COM(HSY)073,928+73,92806,7270.44%+6,727
EOG RES INC COM(EOG)058,172+58,17206,1090.40%+6,109
NORTHROP GRUMMAN CORP COM(NOC)010,622+10,62206,0570.39%+6,057
BERKSHIRE HATHAWAY INC DEL CL A08+806,0380.39%+6,038
ELI LILLY & CO COM(LLY)05,525+5,52505,9370.39%+5,937
T-MOBILE US INC COM(TMUS)028,984+28,98405,8850.38%+5,885
STATE STR SPDR S&P 500 ETF TR TR UNIT(SPY)08,538+8,53805,8390.38%+5,839
ISHARES CORE S&P MID-CAP ETF085,826+85,82605,6650.37%+5,665
GE AEROSPACE COM NEW(GE)017,929+17,92905,5290.36%+5,529
NVIDIA CORPORATION COM(NVDA)029,288+29,28805,4620.36%+5,462
AMERICAN EXPRESS CO COM(AXP)013,889+13,88905,1380.33%+5,138
ROCKWELL AUTOMATION INC COM(ROK)013,190+13,19005,1320.33%+5,132
FARMERS NATIONAL BANC CORP COM(FMNB)0374,090+374,09004,9830.32%+4,983
HUNTINGTON BANCSHARES INC COM(HBAN)0558,017+558,01704,8840.32%+4,884
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
023,568+23,56804,5150.29%+4,515
MCKESSON CORP COM(MCK)05,353+5,35304,3950.29%+4,395
DEERE & CO COM(DE)09,319+9,31904,3390.28%+4,339
FREEPORT-MCMORAN INC CL B(FCX)080,164+80,16404,0720.26%+4,072
WALMART INC COM(WMT)035,235+35,23503,9330.26%+3,933
SHERWIN WILLIAMS CO COM(SHW)024,056+24,05603,8980.25%+3,898
TRANE TECHNOLOGIES PLC SHS(TT)09,554+9,55403,7190.24%+3,719
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
IBONDS DEC2026
0152,071+152,07103,6850.24%+3,685
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
IBDS DEC28 ETF
0144,082+144,08203,6680.24%+3,668
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
IBONDS 27 ETF
0149,806+149,80603,6370.24%+3,637
CIVISTA BANCSHARES INC COM NO PAR0163,158+163,15803,6250.24%+3,625
AUTOMATIC DATA PROCESSING INC COM013,970+13,97003,6190.24%+3,619
VANGUARD DIVIDEND APPRECIATION ETF016,510+16,51003,6020.23%+3,602
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
039,347+39,34703,5200.23%+3,520
MERCK & CO INC COM(MRK)032,976+32,97603,4980.23%+3,498
COMCAST CORP NEW CL A(CCZ)0113,272+113,27203,3860.22%+3,386
INTERNATIONAL BUSINESS MACHS COM(IBM)010,753+10,75303,1850.21%+3,185
EMERSON ELEC CO COM(EMR)023,818+23,81803,1610.21%+3,161
MARKEL GROUP INC COM(MKL)01,465+1,46503,1490.20%+3,149
TELEDYNE TECHNOLOGIES INC COM(TDY)06,135+6,13503,1330.20%+3,133
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
061,414+61,41403,1240.20%+3,124
QUALCOMM INC COM(QCOM)018,185+18,18503,1110.20%+3,111
GE VERNOVA INC COM(GEV)04,526+4,52602,9580.19%+2,958
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF0123,418+123,41802,8890.19%+2,889
NORFOLK SOUTHN CORP COM(NSC)09,514+9,51402,7470.18%+2,747
AXON ENTERPRISE INC COM(AXON)04,591+4,59102,6070.17%+2,607
FEDEX CORP COM(FDX)08,939+8,93902,5950.17%+2,595
AIR PRODUCTS AND CHEMICALS INC COM09,934+9,93402,4540.16%+2,454
LAMAR ADVERTISING CO CL A(LAMR)019,242+19,24202,4360.16%+2,436
SPDR GOLD SHARES(GLD)06,125+6,12502,4270.16%+2,427
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF0109,615+109,61502,4190.16%+2,419
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS(TSM)07,678+7,67802,3390.15%+2,339
PFIZER INC COM(PFE)093,356+93,35602,3250.15%+2,325
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