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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
$1.16B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 14
增持 63
减持 66
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
+$12.2M
355,535
-1%
减持
MSFT
MICROSOFT CORP COM
+$7.6M
142,906
-0%
减持
PYPL
PAYPAL HLDGS INC COM
-$4.7M
66,028
-0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
COST
COSTCO WHOLESALE CORPORATION
+$3.7M
30,384
+1%
减持
—
UNILEVER PLC SPON ADR NEW
-$3.3M
6,208
-91%
减持
LOW
LOWES COS INC COM
+$3.1M
60,835
-2%
增持
HD
HOME DEPOT INC COM
+$2.9M
30,989
+2%
减持
PG
PROCTER & GAMBLE COMPANY
+$2.7M
118,509
-1%
增持
CVS
CVS HEALTH CORP COM
+$2.5M
120,682
+3%
增持
UNP
UNION PAC CORP COM
+$2.2M
36,681
+2%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$2.2M
65,344
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$2.1M
88,891
+1%
增持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
+$2.0M
36,236
+122%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
+$2.0M
21,848
-1%
增持
EW
EDWARDS LIFESCIENCES CORP COM
+$2.0M
117,336
+0%
减持
ABT
ABBOTT LABS COM
+$1.9M
92,688
-2%
减持
PEP
PEPSICO, INC.
+$1.7M
84,710
-2%
增持
DIS
DISNEY WALT CO COM
-$1.7M
122,948
+0%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.7M
6,242
+2%
增持
KO
COCA COLA CO COM
+$1.6M
232,343
+0%
增持
CMCSA
COMCAST CORP NEW CL A
-$1.6M
300,348
+1%
减持
DHI
D R HORTON INC COM
+$1.5M
66,334
-2%
减持
—
LINDE PLC SHS
+$1.5M
29,653
-0%
减持
GOOG
ALPHABET INC CAP STK CL C
+$1.5M
7,665
-1%
减持
—
FLEETCOR TECHNOLOGIES INC COM
-$1.4M
21,993
-9%
增持
TJX
TJX COS INC NEW COM
+$1.4M
133,617
+1%
减持
CVX
CHEVRON CORP NEW COM
+$1.3M
90,462
-1%
增持
—
CHUBB LIMITED COM
+$1.3M
50,339
+3%
减持
PFE
PFIZER INC COM
+$1.3M
81,956
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$1.2M
54,176
-1%
减持
MCD
MCDONALDS CORP COM
+$1.2M
46,038
-1%
减持
ABBV
ABBVIE INC COM
+$1.1M
41,818
-1%
增持
—
MEDTRONIC PLC SHS
-$1.1M
53,400
+1%
增持
SHW
SHERWIN WILLIAMS CO COM
+$1.1M
13,395
+4%
减持
JNJ
JOHNSON & JOHNSON
+$1.1M
121,825
-0%
减持
FMNB
FARMERS NATIONAL BANC CORP COM
+$1.0M
434,389
-3%
减持
HSY
HERSHEY CO COM
+$941.0K
48,017
-3%
减持
QCOM
QUALCOMM INC COM
+$898.0K
17,622
-2%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
-$894.0K
195,491
-4%
增持
ROK
ROCKWELL AUTOMATION INC COM
+$822.0K
13,943
+1%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$788.0K
29,932
+30%
减持
—
DISH NETWORK CORPORATION CL A
-$748.0K
67,628
-0%
增持
BA
BOEING CO COM
-$729.0K
41,250
+0%
减持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
-$702.0K
5,260
-41%
减持
MA
MASTERCARD INCORPORATED CL A
+$679.0K
70,417
-1%
减持
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
-$672.0K
4,464
-65%
减持
T
AT&T INC COM
-$621.0K
109,645
-11%
增持
AMZN
AMAZON COM INC COM
+$611.0K
6,322
+1%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$605.0K
10,451
+3%
增持
—
EXXON MOBIL CORP COM
+$603.0K
147,502
+3%
减持
FRCB
FIRST REP BK SAN FRANCISCO CAL COM
+$590.0K
51,853
-1%
减持
CSCO
CISCO SYS INC COM
+$532.0K
78,332
-4%
减持
KMPR
KEMPER CORP COM
-$520.0K
55,139
-2%
减持
NSC
NORFOLK SOUTHN CORP COM
+$477.0K
8,782
-2%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$472.0K
15,576
-8%
减持
EBC
EASTERN BANKSHARES INC COM
-$450.0K
76,200
-22%
减持
APD
AIR PRODS & CHEMS INC COM
+$443.0K
11,311
-3%
增持
—
AON PLC SHS CL A
+$426.0K
17,082
+4%
增持
COP
CONOCOPHILLIPS COM
+$411.0K
92,428
+0%
增持
PM
PHILIP MORRIS INTL INC COM
+$410.0K
73,338
+6%
减持
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$397.0K
7,780
-49%
增持
BAX
BAXTER INTL INC COM
+$393.0K
60,869
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
+$378.0K
86,920
+5%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$377.0K
0
-100%
增持
CAT
CATERPILLAR INC COM
+$376.0K
19,845
+2%
增持
SPY
SPDR S&P 500 ETF
+$357.0K
4,288
+10%
减持
SJM
SMUCKER J M CO COM NEW
+$349.0K
24,215
-1%
减持
EOG
EOG RES INC COM
+$343.0K
40,812
-0%
减持
—
SENSATA TECHNOLOGIES HLDG PLC SHS
+$342.0K
49,959
-0%
减持
INTC
INTEL CORP COM
-$339.0K
85,183
-4%
减持
MCK
MCKESSON CORP COM
+$327.0K
7,108
-2%
减持
—
TRANE TECHNOLOGIES PLC SHS
+$325.0K
11,223
-0%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$318.0K
11,618
+0%
增持
JPM
JPMORGAN CHASE & CO COM
-$307.0K
82,058
+1%
增持
IWR
ISHARES RUSSELL MID-CAP ETF
+$305.0K
10,138
+48%
增持
ZTS
ZOETIS INC CL A
+$303.0K
5,675
+2%
减持
FDX
FEDEX CORP COM
+$275.0K
7,256
-1%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$272.0K
21,204
+13%
增持
SYK
STRYKER CORPORATION COM
+$270.0K
37,924
+1%
增持
CRM
SALESFORCE COM INC COM
+$265.0K
17,044
+14%
增持
MRK
MERCK & CO INC COM
+$256.0K
88,789
+2%
建仓
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$252.0K
4,945
减持
D
DOMINION ENERGY INC COM
+$246.0K
47,899
-1%
增持
TSCO
TRACTOR SUPPLY CO COM
+$246.0K
5,600
+4%
建仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$245.0K
5,017
增持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
+$245.0K
32,329
+18%
建仓
DEO
DIAGEO PLC SPON ADR NEW
+$242.0K
1,099
减持
—
EATON CORP PLC SHS
+$240.0K
10,861
-1%
清仓
OGN
ORGANON & CO COMMON STOCK
-$238.0K
0
-100%
清仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$231.0K
0
-100%
建仓
LLY
LILLY ELI & CO COM
+$231.0K
837
增持
EL
LAUDER ESTEE COS INC CL A
+$228.0K
1,815
+23%
清仓
—
HMN FINL INC COM
-$220.0K
0
-100%
建仓
BLFY
BLUE FOUNDRY BANCORP COM
+$220.0K
15,010
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$219.0K
30,855
-1%
增持
GM
GENERAL MTRS CO COM
+$219.0K
13,855
+23%
增持
NEE
NEXTERA ENERGY INC COM
+$218.0K
10,320
+9%
建仓
TIP
ISHARES TIPS BOND ETF
+$216.0K
1,669
清仓
IVV
ISHARES CORE S&P 500 ETF
-$215.0K
0
-100%
建仓
VV
VANGUARD LARGE-CAP INDEX FUND
+$212.0K
957
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$212.0K
1,300
增持
UNH
UNITEDHEALTH GROUP INC COM
+$211.0K
1,142
+23%
建仓
KMB
KIMBERLY-CLARK CORP COM
+$210.0K
1,471
建仓
MPC
MARATHON PETE CORP COM
+$207.0K
3,233
建仓
QQQ
INVESCO QQQ TRUST
+$207.0K
520
增持
F
FORD MTR CO DEL COM
+$206.0K
25,151
+13%
建仓
IJR
ISHARES S&P SMALL-CAP FUND
+$203.0K
1,774
清仓
DVA
DAVITA INC COM
-$203.0K
0
-100%
建仓
CAH
CARDINAL HEALTH INC COM
+$202.0K
3,915
增持
GE
GENERAL ELECTRIC CO COM NEW
+$200.0K
21,507
+21%
清仓
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$200.0K
0
-100%
建仓
INDB
INDEPENDENT BK CORP MASS COM
+$200.0K
2,454
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$189.0K
16,696
-18%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$185.0K
5,071
+2%
增持
KMI
KINDER MORGAN INC DEL COM
+$179.0K
22,850
+109%
减持
AXP
AMERICAN EXPRESS CO COM
-$179.0K
17,637
-4%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$174.0K
14,849
+28%
增持
NKE
NIKE INC CL B
+$172.0K
5,258
+9%
减持
CIVB
CIVISTA BANCSHARES INC COM NO PAR
+$170.0K
210,144
-2%
减持
EMR
EMERSON ELEC CO COM
-$170.0K
100,006
-0%
减持
ROKU
ROKU INC COM CL A
-$164.0K
1,240
-13%
增持
VZ
VERIZON COMMUNICATIONS INC.
-$154.0K
82,385
+0%
减持
NVDA
NVIDIA CORPORATION COM
+$152.0K
2,514
-11%
减持
BDX
BECTON DICKINSON & CO COM
+$152.0K
31,581
-0%
减持
—
JOHNSON CTLS INTL PLC SHS
+$152.0K
12,610
-2%
增持
ADSK
AUTODESK INC COM
+$151.0K
6,676
+10%
减持
—
DISCOVERY INC COM SER C
-$151.0K
59,271
-5%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$151.0K
23,956
+0%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$136.0K
1,812
+48%
减持
MELI
MERCADOLIBRE INC COM
-$134.0K
222
-14%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$132.0K
1,941
+15%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
+$130.0K
8,264
-1%
增持
—
PIONEER NAT RES CO COM
+$122.0K
5,417
+5%
减持
—
MILLICOM INTL CELLULAR S A COM STK
-$121.0K
13,361
-4%
减持
MDLZ
MONDELEZ INTL INC CL A
+$110.0K
26,335
-6%
增持
DELL
DELL TECHNOLOGIES INC CL C
-$103.0K
4,412
+31%
增持
AWK
AMERICAN WTR WKS CO INC NEW COM
+$102.0K
1,739
+30%
减持
LAMR
LAMAR ADVERTISING CO NEW CL A
+$101.0K
21,053
-3%
增持
DE
DEERE & CO COM
+$97.0K
10,166
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$93.0K
9,542
-3%
减持
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
-$92.0K
959
-3%
增持
ORCL
ORACLE CORP COM
+$90.0K
7,801
+15%
减持
MTUS
TIMKENSTEEL CORPORATION COM
+$88.0K
28,771
-3%
减持
GIS
GENERAL MLS INC COM
+$87.0K
25,354
-6%
减持
SYF
SYNCHRONY FINANCIAL COM
-$77.0K
23,618
-2%
增持
FOXA
FOX CORP CL A COM
-$74.0K
23,207
+0%
增持
AMGN
AMGEN INC COM
+$70.0K
3,305
+4%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$69.0K
12,085
+7%
增持
META
META PLATFORMS INC CL A
-$69.0K
54,355
+1%
减持
RSG
REPUBLIC SVCS INC COM
+$68.0K
5,014
-5%
