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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 6
增持 61
减持 76
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC COM
+$13.3M
345,722
+3%
增持
NVO
NOVO-NORDISK A S ADR
+$11.1M
80,296
+560%
建仓
—
LINDE PLC SHS
+$11.0M
31,059
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
AVGO
BROADCOM INC COM
+$10.4M
17,556
+1041%
清仓
—
LINDE PLC SHS
-$10.0M
0
-100%
减持
MSFT
MICROSOFT CORP COM
+$6.5M
136,751
-0%
增持
FRCB
FIRST REP BK SAN FRANCISCO CAL COM
-$5.8M
58,926
+8%
减持
META
META PLATFORMS INC CL A
+$4.2M
47,398
-3%
清仓
BAX
BAXTER INTL INC COM
-$2.8M
0
-100%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$2.7M
138,174
+5%
增持
AMZN
AMAZON COM INC COM
+$2.6M
121,402
+2%
增持
JNJ
JOHNSON & JOHNSON
-$2.5M
122,376
+1%
增持
DIS
DISNEY WALT CO COM
+$2.3M
147,295
+3%
增持
CVS
CVS HEALTH CORP COM
-$2.1M
132,830
+3%
减持
GOOG
ALPHABET INC CAP STK CL C
+$2.1M
144,284
-1%
增持
SYK
STRYKER CORPORATION COM
+$1.9M
40,386
+2%
增持
COP
CONOCOPHILLIPS COM
-$1.9M
99,166
+0%
增持
CRM
SALESFORCE INC COM
+$1.8M
24,802
+5%
减持
CSCO
CISCO SYS INC COM
-$1.6M
34,073
-52%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$1.5M
67,155
+1%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.5M
30,962
+1%
增持
—
CHUBB LIMITED COM
-$1.4M
54,458
+1%
增持
CVX
CHEVRON CORP NEW COM
-$1.3M
91,568
+1%
增持
MCD
MCDONALDS CORP COM
+$1.3M
51,111
+4%
减持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
-$1.3M
135,106
-12%
增持
EW
EDWARDS LIFESCIENCES CORP COM
+$1.3M
120,759
+3%
增持
CMCSA
COMCAST CORP NEW CL A
+$1.2M
331,654
+2%
增持
BA
BOEING CO COM
+$1.2M
42,285
+3%
增持
MA
MASTERCARD INCORPORATED CL A
+$1.1M
71,147
+0%
增持
TXN
TEXAS INSTRS INC COM
+$1.1M
47,059
+2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$1.1M
17,991
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$1.0M
57,829
+6%
减持
NOC
NORTHROP GRUMMAN CORP COM
-$1.0M
11,070
-2%
减持
CIVB
CIVISTA BANCSHARES INC COM NO PAR
-$1.0M
194,009
-1%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL CL A
-$962.3K
8
-20%
减持
PFE
PFIZER INC COM
-$910.2K
75,879
-3%
增持
EMR
EMERSON ELEC CO COM
-$881.6K
99,683
+0%
减持
HSY
HERSHEY CO COM
+$876.9K
44,829
-1%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
-$852.8K
262,234
-2%
增持
ABT
ABBOTT LABS COM
-$809.0K
95,624
+0%
减持
FMNB
FARMERS NATIONAL BANC CORP COM
-$642.7K
397,764
-1%
增持
—
FLEETCOR TECHNOLOGIES INC COM
+$631.7K
21,898
+1%
增持
NVDA
NVIDIA CORPORATION COM
+$619.8K
3,645
+36%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
+$577.6K
7,041
增持
SBUX
STARBUCKS CORP COM
+$565.9K
7,765
+217%
增持
EOG
EOG RES INC COM
-$506.3K
46,031
+3%
增持
HD
HOME DEPOT INC COM
-$498.8K
31,985
+2%
减持
INTC
INTEL CORP COM
-$468.1K
30,425
-45%
增持
PYPL
PAYPAL HLDGS INC COM
+$460.4K
76,449
+2%
增持
FDX
FEDEX CORP COM
+$437.2K
7,905
+0%
减持
ROK
ROCKWELL AUTOMATION INC COM
+$420.3K
13,494
-2%
增持
—
AON PLC SHS CL A
+$412.2K
20,378
+2%
增持
GS
GOLDMAN SACHS GROUP INC COM
-$403.1K
25,875
+0%
减持
WBD
WARNER BROS DISCOVERY INC COM SER A
+$390.5K
72,328
-2%
减持
—
SENSATA TECHNOLOGIES HLDG PLC SHS
+$386.5K
43,624
-2%
减持
MMM
3M COMPANY
-$383.3K
13,860
-10%
减持
D
DOMINION ENERGY INC COM
-$379.0K
45,818
-4%
减持
BDX
BECTON DICKINSON & CO COM
-$379.0K
30,569
-2%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$338.6K
14,797
-3%
建仓
QQQ
INVESCO QQQ TRUST
+$337.3K
1,051
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$324.6K
40,701
+14%
减持
SLB
SCHLUMBERGER LTD COM STK
-$322.0K
57,830
-2%
增持
KO
COCA COLA CO COM
-$317.7K
238,045
+0%
增持
TFC
TRUIST FINL CORP COM
+$316.4K
50,214
+55%
减持
NSC
NORFOLK SOUTHN CORP COM
-$313.7K
8,597
-1%
减持
—
DISH NETWORK CORPORATION CL A
-$302.5K
53,226
-6%
增持
MRK
MERCK & CO INC COM
-$301.3K
96,811
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$297.0K
93,269
+1%
增持
SPY
SPDR S&P 500 ETF TRUST
+$292.8K
4,888
+9%
增持
ADSK
AUTODESK INC COM
+$292.0K
9,511
+5%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$288.7K
16,569
-33%
减持
KEY
KEYCORP COM
-$288.4K
58,820
-0%
增持
—
EXXON MOBIL CORP COM
+$272.2K
164,181
+2%
清仓
—
LIBERTY MEDIA CORP DEL COM C SIRIUSXM
-$266.4K
0
-100%
减持
APD
AIR PRODS & CHEMS INC COM
-$263.5K
10,332
-1%
减持
FITB
FIFTH THIRD BANCORP COM
-$253.5K
38,473
-1%
建仓
MELI
MERCADOLIBRE INC COM
+$247.8K
188
减持
GE
GENERAL ELECTRIC CO COM NEW
+$247.0K
21,306
-0%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$246.7K
1,626
+65%
减持
WFC
WELLS FARGO CO NEW COM
-$237.8K
40,321
-5%
建仓
TSLA
TESLA INC COM
+$236.9K
1,142
减持
VZ
VERIZON COMMUNICATIONS INC.
-$233.6K
66,462
-7%
清仓
KHC
KRAFT HEINZ CO COM
-$232.4K
0
-100%
减持
PDLB
Ponce Financial Group Inc.
-$230.4K
48,974
-26%
清仓
USB
US BANCORP DEL COM NEW
-$227.7K
0
-100%
清仓
CCNE
CNB FINL CORP PA COM
-$223.6K
0
-100%
减持
DE
DEERE & CO COM
-$221.4K
9,594
-2%
增持
GLD
SPDR GOLD SHARES
+$217.0K
4,684
+24%
减持
AXON
AXON ENTERPRISE INC COM
+$216.2K
3,810
-1%
减持
TDG
TRANSDIGM GROUP INC COM
+$214.7K
2,181
-1%
清仓
INDB
INDEPENDENT BK CORP MASS COM
-$207.2K
0
-100%
减持
AXP
AMERICAN EXPRESS CO COM
+$201.1K
15,945
-3%
建仓
NUE
NUCOR CORP COM
+$200.8K
1,300
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$193.7K
11,519
+11%
减持
MCK
MCKESSON CORP COM
-$193.5K
6,310
-3%
减持
QCOM
QUALCOMM INC COM
+$192.6K
16,214
-5%
增持
PG
PROCTER & GAMBLE COMPANY
-$187.7K
118,871
+1%
减持
TSCO
TRACTOR SUPPLY CO COM
-$187.1K
4,029
-20%
减持
WMT
WALMART INC COM
-$184.6K
6,934
-19%
减持
HON
HONEYWELL INTERNATIONAL INC.
-$183.5K
2,075
-23%
减持
ABBV
ABBVIE INC COM
-$174.9K
38,819
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$165.6K
39,687
-2%
减持
TKR
TIMKEN CO COM
+$151.7K
15,279
-2%
减持
—
EATON CORP PLC SHS
+$141.2K
10,600
-1%
减持
GD
GENERAL DYNAMICS CORP COM
-$136.6K
5,093
-3%
减持
—
TRANE TECHNOLOGIES PLC SHS
+$132.5K
10,032
-2%
增持
CAT
CATERPILLAR INC COM
-$127.0K
18,056
+2%
减持
GSST
GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF
-$122.8K
10,457
-20%
减持
RMBI
RICHMOND MUT BANCORPORATION COM
-$122.8K
39,597
-3%
增持
—
PIONEER NAT RES CO COM
+$122.5K
10,096
+19%
减持
SYF
SYNCHRONY FINANCIAL COM
-$119.4K
20,502
-6%
增持
PM
PHILIP MORRIS INTL INC COM
+$117.9K
86,290
+6%
减持
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE ETF
-$117.6K
7,091
-15%
减持
DHI
D R HORTON INC COM
+$116.5K
56,875
-7%
增持
JPM
JPMORGAN CHASE & CO COM
-$114.8K
88,850
+2%
增持
—
BROOKLINE BANCORP INC DEL COM
+$114.6K
30,592
+110%
减持
—
MEDTRONIC PLC SHS
+$113.6K
64,937
-1%
增持
SHW
SHERWIN WILLIAMS CO COM
+$108.4K
17,826
+9%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$108.3K
11,242
+0%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$103.3K
3,149
-1%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$101.0K
32,103
+1%
减持
NEE
NEXTERA ENERGY INC COM
-$96.9K
9,973
-4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP COM
-$95.2K
97,924
+2%
减持
MS
MORGAN STANLEY COM NEW
-$94.8K
10,971
-12%
减持
EL
LAUDER ESTEE COS INC CL A
-$94.8K
1,378
-21%
减持
CW
CURTISS WRIGHT CORP COM
+$90.7K
15,438
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$87.0K
10,399
+15%
减持
MKL
MARKEL CORP COM
-$84.1K
1,605
-1%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$84.0K
13,162
+5%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$83.6K
6,240
+0%
减持
CSX
CSX CORP COM
-$81.3K
60,192
-1%
减持
LMT
LOCKHEED MARTIN CORP COM
-$81.1K
1,121
-11%
减持
KMPR
KEMPER CORP COM
+$81.0K
48,845
-7%
减持
AMGN
AMGEN INC COM
-$76.5K
3,485
-0%
减持
BAC
BANK AMERICA CORP COM
-$72.1K
7,401
-14%
减持
MO
ALTRIA GROUP, INC.
-$67.6K
20,099
-5%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
+$66.1K
22,224
-0%
减持
EFA
ISHARES MSCI EAFE ETF
+$55.1K
10,203
-1%
减持
LOW
LOWES COS INC COM
-$52.6K
61,906
-1%
增持
CMI
CUMMINS INC COM
+$47.3K
39,853
+2%
减持
ZTS
ZOETIS INC CL A
+$44.4K
4,848
-7%
减持
PBT
PERMIAN BASIN RTY TR UNIT BEN INT
-$43.3K
39,539
-1%
减持
V
VISA INC COM CL A
+$42.6K
4,522
-4%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$40.3K
1,825
-4%
减持
ORCL
ORACLE CORP COM
+$36.3K
6,914
-7%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$34.5K
5,051
-0%
减持
AFL
AFLAC INC COM
-$32.6K
3,522
-2%
减持
PEP
PEPSICO, INC.
+$30.8K
80,259
-1%
增持
ELS
EQUITY LIFESTYLE PPTYS INC COM
+$27.4K
7,012
+2%
减持
FE
FIRSTENERGY CORP COM
-$25.6K
11,401
-1%