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BEESE FULMER INVESTMENT MANAGEMENT, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BEESE FULMER INVESTMENT MANAGEMENT, INC.

报告期 2026-03-31 · CIK 0000911274

持仓数

435

前50大市值合计

$1.16B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$81.8M

322,470

7.1%

MSFT MICROSOFT CORP

COM

$53.1M

143,526

4.6%

AVGO BROADCOM INC

COM

$52.1M

168,300

4.5%

GOOGL ALPHABET INC

CAP STK CL A

$43.8M

152,207

3.8%

AMZN AMAZON COM INC

COM

$39.4M

189,164

3.4%

GOOG ALPHABET INC

CAP STK CL C

$35.1M

122,251

3.0%

— EXXON MOBIL CORP

COM

$34.6M

203,988

3.0%

RTX RTX CORPORATION

COM

$34.0M

176,077

2.9%

JNJ JOHNSON & JOHNSON

COM

$33.2M

135,684

2.9%

MA MASTERCARD INCORPORATED

CL A

$33.2M

66,354

2.9%

COST COSTCO WHOLESALE CORPORATION

COM

$31.3M

31,391

2.7%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$29.0M

60,497

2.5%

DELL DELL TECHNOLOGIES INC

CL C

$28.9M

176,189

2.5%

TJX TJX COS INC NEW

COM

$28.7M

179,562

2.5%

JPM JPMORGAN CHASE & CO

COM

$27.8M

94,406

2.4%

ORLY OREILLY AUTOMOTIVE INC

COM

$27.1M

293,474

2.3%

KLAC KLA CORP

COM NEW

$25.6M

17,370

2.2%

CMI CUMMINS INC

COM

$23.6M

43,913

2.0%

GS GOLDMAN SACHS GROUP INC

COM

$21.9M

25,862

1.9%

NVDA NVIDIA CORPORATION

COM

$21.9M

125,358

1.9%

META META PLATFORMS INC

CL A

$21.2M

37,125

1.8%

NFLX NETFLIX INC.

COM

$20.5M

213,433

1.8%

CVX CHEVRON CORPORATION

COM

$20.3M

98,282

1.8%

— CHUBB LTD SWITZ

COM

$20.0M

61,068

1.7%

PM PHILIP MORRIS INTL INC

COM

$19.7M

118,104

1.7%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$19.3M

243,719

1.7%

MU MICRON TECHNOLOGY INC

COM

$18.7M

55,452

1.6%

ANET ARISTA NETWORKS INC

COM SHS

$18.6M

151,650

1.6%

— EATON CORP PLC

SHS

$18.5M

51,862

1.6%

PG PROCTER & GAMBLE CO

COM

$17.9M

123,666

1.5%

MCD MCDONALDS CORP

COM

$17.6M

56,550

1.5%

ICE INTERCONTINENTAL EXCHANGE IN

COM

$16.2M

103,277

1.4%

— LINDE PLC

SHS

$15.7M

31,662

1.4%

SYK STRYKER CORPORATION

COM

$15.4M

46,937

1.3%

IVE ISHARES TR

S&P 500 VAL ETF

$14.3M

67,702

1.2%

IBM INTERNATIONAL BUSINESS MACHS

COM

$14.1M

58,114

1.2%

BSX BOSTON SCIENTIFIC CORP

COM

$13.8M

219,741

1.2%

IVW ISHARES TR

S&P 500 GRWT ETF

$13.5M

119,028

1.2%

KO COCA COLA CO

COM

$13.1M

171,373

1.1%

EW EDWARDS LIFESCIENCES CORP

COM

$12.9M

160,839

1.1%

DIS DISNEY WALT CO

COM

$12.8M

133,053

1.1%

UNP UNION PAC CORP

COM

$11.7M

48,401

1.0%

CAT CATERPILLAR INC

COM

$11.5M

16,237

1.0%

ABT ABBOTT LABORATORIES

COM

$11.3M

109,698

1.0%

IBDS ISHARES TR

IBONDS 27 ETF

$10.9M

451,426

0.9%

HD HOME DEPOT INC

COM

$10.8M

32,842

0.9%

TDG TRANSDIGM GROUP INC

COM

$10.6M

9,162

0.9%

— AON PLC

SHS CL A

$10.1M

31,236

0.9%

PEP PEPSICO INC

COM

$9.8M

63,414

0.9%

DHI D R HORTON INC

COM

$9.4M

68,227

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

26%前 6 大占比

AAPL7.1%MSFT4.6%AVGO4.5%GOOGL3.8%AMZN3.4%GOOG3.0%