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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 3
增持 60
减持 68
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP COM
-$4.1M
136,253
-2%
增持
CMCSA
COMCAST CORP NEW CL A
-$2.7M
311,348
+3%
减持
MA
MASTERCARD INCORPORATED CL A
-$2.2M
70,355
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。
-0%
增持
GOOG
ALPHABET INC CAP STK CL C
-$2.1M
145,811
+1879%
增持
PG
PROCTER & GAMBLE COMPANY
-$1.9M
116,475
+1%
增持
DIS
DISNEY WALT CO COM
+$1.9M
139,610
+17%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$1.7M
21,881
+1%
增持
JNJ
JOHNSON & JOHNSON
-$1.6M
119,780
+0%
增持
COP
CONOCOPHILLIPS COM
+$1.6M
97,056
+4%
增持
KO
COCA COLA CO COM
-$1.5M
234,945
+0%
减持
META
META PLATFORMS INC CL A
-$1.5M
54,606
-1%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$1.4M
128,529
+1944%
增持
EW
EDWARDS LIFESCIENCES CORP COM
-$1.4M
115,411
+0%
增持
PYPL
PAYPAL HLDGS INC COM
+$1.3M
72,477
+4%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
-$1.3M
16,854
+4%
增持
UPS
UNITED PARCEL SERVICE INC CL B
-$1.2M
65,717
+2%
减持
VZ
VERIZON COMMUNICATIONS INC.
-$1.2M
73,288
-6%
增持
PM
PHILIP MORRIS INTL INC COM
-$1.0M
79,530
+3%
减持
INTC
INTEL CORP COM
-$984.0K
63,258
-9%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$971.0K
93,590
+4%
增持
—
EXXON MOBIL CORP COM
+$969.0K
157,207
+6%
增持
ABT
ABBOTT LABS COM
-$870.0K
94,218
+2%
增持
CMI
CUMMINS INC COM
+$834.0K
37,833
+7%
减持
FMNB
FARMERS NATIONAL BANC CORP COM
-$831.0K
404,643
-1%
增持
LOW
LOWES COS INC COM
+$812.0K
60,666
+0%
减持
ABBV
ABBVIE INC COM
-$809.0K
39,881
-1%
减持
—
FLEETCOR TECHNOLOGIES INC COM
-$792.0K
21,266
-2%
减持
AMZN
AMAZON COM INC COM
+$750.0K
123,754
-1%
增持
BDX
BECTON DICKINSON & CO COM
-$740.0K
31,385
+0%
增持
FRCB
FIRST REP BK SAN FRANCISCO CAL COM
-$647.0K
51,016
+1%
减持
FDX
FEDEX CORP COM
-$646.0K
7,967
-1%
增持
PFE
PFIZER INC COM
-$616.0K
78,327
+2%
增持
BA
BOEING CO COM
-$582.0K
40,144
+1%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$578.0K
177,377
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$560.0K
30,781
-6%
减持
TJX
TJX COS INC NEW COM
+$560.0K
117,790
-3%
增持
EMR
EMERSON ELEC CO COM
-$559.0K
98,261
+1%
清仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$540.0K
0
-100%
增持
T
AT&T INC COM
-$533.0K
108,606
+4%
减持
PEP
PEPSICO, INC.
-$490.0K
79,509
-2%
增持
BAX
BAXTER INTL INC COM
-$480.0K
61,053
+4%
增持
CVS
CVS HEALTH CORP COM
+$458.0K
124,073
+1%
增持
MCD
MCDONALDS CORP COM
-$443.0K
47,073
+3%
增持
—
LINDE PLC SHS
-$441.0K
29,604
+1%
增持
CRM
SALESFORCE INC COM
-$433.0K
22,692
+1%
增持
JPM
JPMORGAN CHASE & CO COM
-$425.0K
84,954
+3%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$409.0K
10,394
-1%
减持
CSCO
CISCO SYS INC COM
-$392.0K
70,490
-6%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
+$391.0K
7,675
+47%
增持
D
DOMINION ENERGY INC COM
-$388.0K
48,759
+4%
增持
—
CHUBB LIMITED COM
-$365.0K
53,195
+4%
减持
KMPR
KEMPER CORP COM
-$363.0K
53,113
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$355.0K
40,532
-4%
增持
—
PIONEER NAT RES CO COM
+$353.0K
7,834
+30%
减持
MMM
3M COMPANY
-$345.0K
16,194
-2%
增持
HBAN
HUNTINGTON BANCSHARES INC COM
+$335.0K
262,324
+1%
清仓
VO
VANGUARD MID-CAP INDEX FUND
-$334.0K
0
-100%
减持
CAT
CATERPILLAR INC COM
-$332.0K
17,951
-2%
清仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$324.0K
0
-100%
增持
HD
HOME DEPOT INC COM
+$317.0K
30,975
+3%
增持
—
MEDTRONIC PLC SHS
-$310.0K
64,079
+5%
增持
ADSK
AUTODESK INC COM
+$307.0K
8,500
+14%
增持
TXN
TEXAS INSTRS INC COM
+$305.0K
44,243
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$299.0K
54,137
+0%
清仓
LBRDK
LIBERTY BROADBAND CORP COM SER C
-$295.0K
0
-100%
清仓
GM
GENERAL MTRS CO COM
-$295.0K
0
-100%
增持
MRK
MERCK & CO INC COM
-$294.0K
90,599
+2%
增持
SYK
STRYKER CORPORATION COM
+$291.0K
38,412
+2%
减持
—
DISH NETWORK CORPORATION CL A
-$282.0K
66,138
-1%
建仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$271.0K
5,400
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$271.0K
9,482
-4%
增持
HSY
HERSHEY CO COM
+$263.0K
46,005
+0%
减持
DE
DEERE & CO COM
+$259.0K
9,733
-3%
减持
CIVB
CIVISTA BANCSHARES INC COM NO PAR
-$256.0K
196,738
-4%
减持
TDY
TELEDYNE TECHNOLOGIES INC COM
-$247.0K
6,314
-0%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$243.0K
15,320
-0%
清仓
SU
SUNCOR ENERGY INC NEW COM
-$243.0K
0
-100%
清仓
IJH
ISHARES S&P MIDCAP FUND
-$241.0K
0
-100%
清仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$239.0K
0
-100%
建仓
TSLA
TESLA INC COM
+$233.0K
878
增持
UNP
UNION PAC CORP COM
-$230.0K
39,209
+6%
减持
AAPL
APPLE INC COM
-$224.0K
333,328
-2%
清仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$223.0K
0
-100%
增持
EOG
EOG RES INC COM
+$223.0K
43,280
+4%
清仓
KHC
KRAFT HEINZ CO COM
-$222.0K
0
-100%
减持
—
SENSATA TECHNOLOGIES HLDG PLC SHS
-$222.0K
45,892
-2%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$217.0K
24,981
+4%
增持
—
AON PLC SHS CL A
+$216.0K
18,808
+5%
清仓
EMB
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
-$212.0K
0
-100%
清仓
OEF
ISHARES S&P 100 ETF
-$209.0K
0
-100%
清仓
QDF
FLEXSHARES QUALITY DIVIDEND INDEX FUND
-$207.0K
0
-100%
清仓
HTH
HILLTOP HOLDINGS INC COM
-$206.0K
0
-100%
清仓
—
TOTALENERGIES SE SPONSORED ADS
-$206.0K
0
-100%
减持
ROK
ROCKWELL AUTOMATION INC COM
+$206.0K
13,792
-0%
清仓
PH
PARKER-HANNIFIN CORP COM
-$205.0K
0
-100%
建仓
ENPH
ENPHASE ENERGY INC COM
+$204.0K
737
清仓
HFBL
HOME FED BANCORP INC LA NEW COM
-$203.0K
0
-100%
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$201.0K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP COM
-$201.0K
0
-100%
减持
MDLZ
MONDELEZ INTL INC CL A
-$186.0K
23,601
-1%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$179.0K
11,339
-2%
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
-$178.0K
91,716
-0%
减持
CSX
CSX CORP COM
-$177.0K
59,295
-2%
增持
COST
COSTCO WHOLESALE CORPORATION
-$164.0K
29,992
+0%
减持
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
-$162.0K
896
-3%
减持
NVDA
NVIDIA CORPORATION COM
-$158.0K
2,697
-16%
增持
AEP
AMERICAN ELEC PWR CO INC COM
-$154.0K
30,796
+5%
减持
SJM
SMUCKER J M CO COM NEW
+$151.0K
20,979
-2%
减持
—
TRANE TECHNOLOGIES PLC SHS
+$149.0K
10,217
-0%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-$144.0K
12,606
-10%
减持
APD
AIR PRODS & CHEMS INC COM
-$144.0K
10,707
-2%
减持
LAMR
LAMAR ADVERTISING CO NEW CL A
-$128.0K
20,733
-1%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
-$119.0K
91,623
+3%
减持
MTUS
TIMKENSTEEL CORPORATION COM
-$110.0K
27,825
-1%
减持
CW
CURTISS WRIGHT CORP COM
+$110.0K
15,822
-0%
增持
QCOM
QUALCOMM INC COM
-$108.0K
17,471
+7%
减持
TSCO
TRACTOR SUPPLY CO COM
-$108.0K
5,080
-6%
减持
NKE
NIKE INC CL B
-$107.0K
3,911
-7%
增持
VB
VANGUARD SMALL-CAP ETF
+$107.0K
6,224
+15%
减持
AXP
AMERICAN EXPRESS CO COM
-$105.0K
16,688
-2%
减持
MO
ALTRIA GROUP, INC.
-$99.0K
20,520
-8%
增持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND
+$99.0K
10,400
+14%
减持
V
VISA INC COM CL A
-$95.0K
4,092
-2%
减持
TKR
TIMKEN CO COM
+$94.0K
15,969
-0%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$92.0K
17,377
-0%
减持
NOW
SERVICENOW INC COM
-$88.0K
546
-12%
增持
AXON
AXON ENTERPRISE INC COM
+$87.0K
3,788
+1%
减持
GSST
GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF
-$87.0K
13,016
-12%
减持
MCK
MCKESSON CORP COM
+$85.0K
6,633
-0%
减持
EL
LAUDER ESTEE COS INC CL A
-$82.0K
1,751
-3%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$81.0K
1,854
-19%
减持
FITB
FIFTH THIRD BANCORP COM
-$79.0K
39,849
-1%
减持
GE
GENERAL ELECTRIC CO COM NEW
-$78.0K
21,939
-3%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$77.0K
4,593
-22%
减持
ORCL
ORACLE CORP COM
-$73.0K
7,566
-1%
增持
SHEL
SHELL PLC SPON ADS
+$67.0K
20,506
+13%
减持
EBC
EASTERN BANKSHARES INC COM
+$66.0K
71,803
-1%
减持
VUG
VANGUARD GROWTH INDEX FUND
-$63.0K
1,874
-10%
增持
AMGN
AMGEN INC COM
-$60.0K
3,534
+0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$59.0K
4,446
+10%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$56.0K
1,800
-8%
减持
F
FORD MTR CO DEL COM
-$54.0K
16,256
-23%
减持
WMT
WALMART INC COM
+$53.0K
8,447
-2%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$50.0K
3,088
+18%
减持
FOXA
FOX CORP CL A COM
-$47.0K
22,853
-2%
增持
GD
GENERAL DYNAMICS CORP COM
-$44.0K
5,408
+0%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$44.0K
996
-6%
减持
HON
HONEYWELL INTERNATIONAL INC.
-$34.0K
2,707
-3%
减持
FE
FIRSTENERGY CORP COM
-$32.0K
11,551
-3%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$30.0K
4,951
-1%