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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 13
增持 50
减持 84
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
KLAC
KLA CORP COM NEW
+$14.9M
19,189
减持
AAPL
APPLE INC COM
+$6.2M
310,744
-1%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$5.7M
1,143
-90%
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。
减持
BDX
BECTON DICKINSON & CO COM
-$4.5M
7,795
-71%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$4.4M
140,025
-5%
减持
NVO
NOVO-NORDISK A S ADR
-$3.9M
163,608
-0%
减持
RTX
RTX CORPORATION COM
+$3.6M
174,970
-0%
减持
MA
MASTERCARD INCORPORATED CL A
+$3.3M
68,543
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$3.3M
57,943
+1%
减持
DHI
D R HORTON INC COM
+$2.6M
56,831
-3%
增持
AVGO
BROADCOM INC COM
+$2.6M
179,414
+916%
增持
META
META PLATFORMS INC CL A
+$2.5M
34,505
+1%
减持
MCD
MCDONALDS CORP COM
+$2.5M
51,561
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
-$2.4M
132,956
-1%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$2.3M
97,078
+0%
增持
PM
PHILIP MORRIS INTL INC COM
+$2.3M
110,565
+0%
增持
JNJ
JOHNSON & JOHNSON
+$2.1M
125,084
+1%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$2.1M
145,796
+1%
增持
MSFT
MICROSOFT CORP COM
-$2.0M
132,017
+0%
增持
CMI
CUMMINS INC COM
+$2.0M
42,835
+0%
减持
LOW
LOWES COS INC COM
+$2.0M
40,377
-1%
增持
—
CHUBB LIMITED COM
+$1.9M
57,138
+0%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$1.9M
22,760
+1%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
+$1.8M
20,534
-1%
减持
HD
HOME DEPOT INC COM
+$1.8M
31,076
-1%
增持
DELL
DELL TECHNOLOGIES INC CL C
-$1.5M
97,881
+3%
增持
—
AON PLC SHS CL A
+$1.5M
25,254
+2%
增持
MRK
MERCK & CO INC COM
-$1.4M
160,577
+1%
增持
—
ARISTA NETWORKS INC COM
+$1.4M
33,746
+2%
增持
—
EATON CORP PLC SHS
+$1.3M
39,961
+5%
减持
TJX
TJX COS INC NEW COM
+$1.2M
169,430
-0%
增持
CRM
SALESFORCE INC COM
+$1.2M
64,245
+1%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.2M
6,532
+38%
减持
KO
COCA COLA CO COM
+$1.1M
189,052
-3%
减持
—
LINDE PLC SHS
+$1.1M
30,473
-0%
减持
SHW
SHERWIN WILLIAMS CO COM
+$1.0M
13,349
-2%
增持
PG
PROCTER & GAMBLE COMPANY
+$1.0M
119,206
+0%
减持
CVX
CHEVRON CORP NEW COM
-$1.0M
96,809
-1%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$1.0M
25,156
-1%
增持
SYK
STRYKER CORPORATION COM
+$998.1K
42,193
+1%
增持
NFLX
NETFLIX INC COM
+$971.3K
20,139
+2%
增持
UNP
UNION PAC CORP COM
+$969.1K
45,463
+0%
减持
NOC
NORTHROP GRUMMAN CORP COM
+$966.4K
10,675
-0%
增持
IR
INGERSOLL RAND INC COM
+$964.7K
94,785
+3%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$954.3K
115,787
+9%
增持
COP
CONOCOPHILLIPS COM
-$939.3K
103,655
+0%
减持
ABT
ABBOTT LABS COM
+$911.7K
95,394
-1%
减持
FMNB
FARMERS NATIONAL BANC CORP COM
+$878.2K
352,251
-1%
减持
ABBV
ABBVIE INC COM
+$864.0K
35,318
-1%
减持
CW
CURTISS WRIGHT CORP COM
+$841.2K
14,886
-0%
减持
CAT
CATERPILLAR INC COM
+$828.1K
16,156
-2%
增持
TXN
TEXAS INSTRS INC COM
+$815.0K
55,293
+1%
减持
JPM
JPMORGAN CHASE & CO. COM
+$784.2K
92,096
-0%
增持
AMZN
AMAZON COM INC COM
-$734.0K
176,250
+1%
减持
COST
COSTCO WHOLESALE CORPORATION
+$631.6K
31,088
-2%
减持
MCK
MCKESSON CORP COM
-$624.2K
5,636
-3%
增持
ADBE
ADOBE INC COM
-$594.9K
20,021
+1%
减持
AXP
AMERICAN EXPRESS CO COM
+$565.3K
15,210
-1%
减持
DIS
DISNEY WALT CO COM
-$549.2K
126,590
-1%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$544.7K
14,571
-0%
增持
—
EXXON MOBIL CORP COM
+$531.2K
190,557
+1%
减持
—
TRANE TECHNOLOGIES PLC SHS
+$521.7K
9,494
-1%
减持
QCOM
QUALCOMM INC COM
-$476.1K
15,946
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$450.5K
10,172
-2%
减持
SLB
SCHLUMBERGER LTD COM STK
-$440.7K
50,148
-7%
减持
AXON
AXON ENTERPRISE INC COM
+$426.0K
4,141
-1%
增持
IVV
ISHARES CORE S&P 500 ETF
+$405.5K
1,980
+47%
减持
DE
DEERE & CO COM
+$398.4K
9,329
-0%
清仓
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$396.2K
0
-100%
减持
GE
GE AEROSPACE COM NEW
+$376.5K
15,170
-3%
减持
NVDA
NVIDIA CORPORATION COM
-$371.8K
31,018
-7%
减持
APD
AIR PRODS & CHEMS INC COM
+$371.4K
10,130
-1%
增持
TDG
TRANSDIGM GROUP INC COM
+$358.1K
1,985
+2%
减持
CIVB
CIVISTA BANCSHARES INC COM NO PAR
+$335.8K
176,681
-3%
增持
WMT
WALMART INC COM
+$325.7K
22,430
+2%
减持
CARR
CARRIER GLOBAL CORPORATION COM
+$325.5K
19,244
-1%
减持
CMCSA
COMCAST CORP NEW CL A
+$314.3K
297,089
-4%
减持
BA
BOEING CO COM
-$298.5K
8,630
-2%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$282.1K
12,282
+4%
减持
VB
VANGUARD SMALL-CAP ETF
-$278.0K
4,552
-27%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
+$274.8K
222,581
-2%
减持
EFA
ISHARES MSCI EAFE ETF
-$272.6K
5,956
-39%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$265.2K
65,107
+6%
减持
GEV
GE VERNOVA INC COM
+$265.0K
3,600
-5%
减持
LAMR
LAMAR ADVERTISING CO NEW CL A
+$245.3K
20,332
-2%
建仓
ORRF
ORRSTOWN FINL SVCS INC COM
+$242.3K
6,737
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$239.7K
15,929
+0%
建仓
—
KELLANOVA COM
+$238.1K
2,950
增持
FITB
FIFTH THIRD BANCORP COM
+$235.4K
35,916
+1%
减持
INTC
INTEL CORP COM
-$232.7K
18,823
-14%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$227.2K
25,191
-3%
建仓
CCNE
CNB FINL CORP PA COM
+$226.2K
9,400
减持
NSC
NORFOLK SOUTHN CORP COM
+$224.4K
8,224
-3%
建仓
—
ACCENTURE PLC IRELAND SHS CLASS A
+$218.1K
617
建仓
SPGI
S&P GLOBAL INC COM
+$218.0K
422
建仓
AVNT
AVIENT CORPORATION COM
+$217.1K
4,315
清仓
PANW
PALO ALTO NETWORKS INC COM
-$216.6K
0
-100%
建仓
FBIZ
FIRST BUSINESS FINL SVCS INC W COM
+$216.6K
4,750
建仓
PHO
INVESCO WATER RESOURCES ETF
+$213.9K
3,033
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$212.8K
1,188
建仓
IVW
ISHARES S&P 500 GROWTH ETF
+$204.1K
2,132
建仓
UBER
UBER TECHNOLOGIES INC COM
+$204.1K
2,715
建仓
HTH
HILLTOP HOLDINGS INC COM
+$203.3K
6,320
清仓
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$202.2K
0
-100%
减持
MDLZ
MONDELEZ INTL INC CL A
+$181.4K
22,849
-0%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$175.9K
4,285
+8%
减持
D
DOMINION ENERGY INC COM
+$172.7K
34,031
-7%
减持
T
AT&T INC COM
+$169.4K
72,780
-3%
增持
FDX
FEDEX CORP COM
-$161.2K
7,843
+2%
减持
GIS
GENERAL MLS INC COM
+$148.1K
18,923
-4%
减持
ADSK
AUTODESK INC COM
-$144.7K
3,339
-22%
减持
WFC
WELLS FARGO CO NEW COM
-$132.1K
23,824
-4%
减持
KEY
KEYCORP COM
+$125.1K
51,443
-1%
减持
HSY
HERSHEY CO COM
+$122.8K
41,805
-3%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$121.2K
6,410
+1%
减持
GLD
SPDR GOLD SHARES
+$116.4K
4,226
-0%
减持
BP
BP PLC SPONSORED ADR
-$115.9K
16,938
-6%
减持
MO
ALTRIA GROUP, INC.
+$106.8K
20,412
-1%
减持
SBUX
STARBUCKS CORP COM
+$106.0K
5,439
-0%
减持
ROK
ROCKWELL AUTOMATION INC COM
-$102.9K
13,069
-0%
增持
VTV
VANGUARD VALUE ETF
+$101.1K
4,849
+4%
减持
—
SENSATA TECHNOLOGIES HLDG PLC SHS
-$97.4K
16,969
-10%
减持
VZ
VERIZON COMMUNICATIONS INC.
+$95.2K
41,477
-3%
增持
MELI
MERCADOLIBRE INC COM
+$88.7K
181
+5%
减持
PYPL
PAYPAL HLDGS INC COM
+$85.2K
5,189
-6%
增持
KMI
KINDER MORGAN INC DEL COM
+$81.3K
27,693
+4%
减持
KVUE
KENVUE INC COM
+$78.4K
16,802
-2%
增持
TFC
TRUIST FINL CORP COM
+$75.9K
14,976
+3%
增持
TKR
TIMKEN CO COM
+$75.7K
15,208
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$73.5K
9,752
-4%
减持
NEE
NEXTERA ENERGY INC COM
+$61.5K
6,304
-5%
增持
V
VISA INC COM CL A
+$60.5K
4,450
+0%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$60.0K
2,490
+3%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
+$58.2K
4,893
-5%
减持
ZTS
ZOETIS INC CL A
+$57.6K
4,191
-5%
增持
FE
FIRSTENERGY CORP COM
+$56.7K
9,054
+0%
减持
CSCO
CISCO SYS INC COM
+$54.4K
12,017
-2%
减持
CSX
CSX CORP COM
+$52.1K
58,986
-1%
减持
VUSB
VANGUARD ULTRA-SHORT BOND ETF
-$49.9K
25,570
-5%
减持
PEP
PEPSICO, INC.
-$48.2K
68,094
-3%
减持
—
MEDTRONIC PLC SHS
-$47.2K
3,357
-24%
减持
PFE
PFIZER INC COM
+$46.8K
55,066
-0%
增持
LOAN
MANHATTAN BRDG CAP INC COM
+$45.2K
129,981
+53%
增持
EOG
EOG RES INC COM
-$43.3K
53,643
+2%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$42.5K
8,109
-3%
减持
NOW
SERVICENOW INC COM
-$41.4K
434
-21%
减持
ELS
EQUITY LIFESTYLE PPTYS INC COM
+$39.4K
7,795
-2%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$39.4K
9,633
-0%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$38.6K
993
+7%
减持
TSLA
TESLA INC COM
+$38.2K
1,667
-17%
