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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 39
增持 82
减持 27
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP COM
+$19.5M
140,565
+5%
减持
AVGO
BROADCOM INC COM
+$18.6M
172,913
-0%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$12.6M
116,833
+4219%
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。
建仓
IVE
ISHARES S&P 500 VALUE ETF
+$12.5M
63,912
减持
UNH
UNITEDHEALTH GROUP INC COM
-$11.7M
1,351
-94%
清仓
NVO
NOVO-NORDISK A S ADR
-$11.5M
0
-100%
建仓
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
+$8.9M
85,026
减持
NFLX
NETFLIX INC COM
+$8.1M
20,097
-0%
建仓
IJR
ISHARES CORE S&P SMALL CAP ETF
+$6.1M
55,970
增持
AMZN
AMAZON COM INC COM
+$5.8M
180,562
+2%
增持
META
META PLATFORMS INC CL A
+$5.7M
35,064
+0%
减持
DELL
DELL TECHNOLOGIES INC CL C
+$5.3M
175,225
-1%
建仓
IJH
ISHARES CORE S&P MID-CAP ETF
+$5.3M
85,510
增持
—
EATON CORP PLC SHS
+$5.2M
47,946
+9%
增持
JPM
JPMORGAN CHASE & CO. COM
+$4.9M
94,132
+3%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$4.4M
25,521
+2%
增持
KLAC
KLA CORP COM NEW
+$4.0M
17,455
+2%
增持
ANET
ARISTA NETWORKS INC COM SHS
+$3.9M
143,147
+3%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$3.7M
152,468
+2%
增持
AAPL
APPLE INC COM
-$3.6M
318,445
+3%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$3.6M
22,619
+656%
增持
DIS
DISNEY WALT CO COM
+$3.5M
131,391
+2%
建仓
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
+$3.4M
142,117
建仓
—
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
+$3.4M
135,082
建仓
FLOT
ISHARES FLOATING RATE BOND ETF
+$3.4M
66,261
建仓
IBDS
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
+$3.3M
137,261
建仓
IEFA
ISHARES CORE MSCI EAFE ETF
+$3.3M
39,351
建仓
IBDT
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
+$3.3M
128,299
增持
PM
PHILIP MORRIS INTL INC COM
+$2.7M
112,489
+0%
减持
GOOG
ALPHABET INC CAP STK CL C
+$2.6M
129,686
-1%
增持
RTX
RTX CORPORATION COM
+$2.5M
175,902
+1%
建仓
IBDU
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
+$2.3M
96,944
减持
CW
CURTISS WRIGHT CORP COM
+$2.3M
13,919
-3%
增持
CVX
CHEVRON CORP NEW COM
-$2.1M
100,600
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$2.1M
58,823
+2%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
-$1.9M
297,113
+1383%
增持
—
EXXON MOBIL CORP COM
-$1.6M
200,691
+3%
增持
NVDA
NVIDIA CORPORATION COM
+$1.6M
31,611
+2%
减持
COP
CONOCOPHILLIPS COM
-$1.6M
102,397
-0%
增持
COST
COSTCO WHOLESALE CORPORATION
+$1.5M
30,487
+0%
增持
MRK
MERCK & CO INC COM
-$1.4M
167,138
+3%
减持
PEP
PEPSICO, INC.
-$1.3M
65,262
-2%
增持
CAT
CATERPILLAR INC COM
+$1.3M
17,054
+5%
增持
SYK
STRYKER CORPORATION COM
+$1.3M
43,359
+2%
减持
AXON
AXON ENTERPRISE INC COM
+$1.2M
4,109
-1%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$1.2M
10,015
+6%
增持
DE
DEERE & CO COM
+$1.1M
10,039
+19%
增持
JNJ
JOHNSON & JOHNSON
-$1.1M
132,232
+3%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$1.1M
96,843
+0%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.1M
17,320
+37%
增持
GE
GE AEROSPACE COM NEW
+$1.1M
16,145
+5%
增持
EW
EDWARDS LIFESCIENCES CORP COM
+$1.1M
140,668
+3%
增持
GEV
GE VERNOVA INC COM
+$1.1M
4,129
+13%
建仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$1.1M
7,914
增持
CMI
CUMMINS INC COM
+$1.0M
43,946
+3%
增持
ROK
ROCKWELL AUTOMATION INC COM
+$1.0M
13,173
+1%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$996.8K
158,806
+8%
增持
CRM
SALESFORCE INC COM
+$983.1K
66,713
+4%
增持
—
AON PLC SHS CL A
-$948.1K
26,716
+2%
增持
PFE
PFIZER INC COM
+$937.5K
100,404
+70%
增持
AXP
AMERICAN EXPRESS CO COM
+$919.8K
15,202
+4%
增持
PG
PROCTER & GAMBLE COMPANY
-$902.9K
123,638
+2%
增持
SPY
SPDR S&P 500 ETF TRUST
+$821.9K
8,253
+8%
增持
MCD
MCDONALDS CORP COM
-$805.7K
53,207
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$801.4K
11,378
+11%
增持
HON
HONEYWELL INTERNATIONAL INC.
+$788.0K
4,951
+187%
减持
—
CHUBB LIMITED COM
-$772.6K
57,914
-0%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$765.3K
4,856
+0%
增持
LLY
ELI LILLY & CO COM
+$757.0K
3,248
+51%
建仓
VO
VANGUARD MID-CAP ETF
+$699.1K
2,498
增持
ADBE
ADOBE INC COM
+$698.5K
23,384
+7%
增持
ABT
ABBOTT LABS COM
+$695.6K
104,031
+3%
减持
MA
MASTERCARD INCORPORATED CL A
+$669.7K
67,042
-1%
建仓
IBDV
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
+$618.6K
28,142
增持
DHI
D R HORTON INC COM
+$608.5K
66,363
+6%
增持
CSCO
CISCO SYS INC COM
+$608.2K
20,472
+56%
增持
MPC
MARATHON PETE CORP COM
+$586.3K
6,440
+94%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$583.1K
72,723
+7%
减持
CIVB
CIVISTA BANCSHARES INC COM NO PAR
+$582.5K
166,085
-1%
增持
HBAN
HUNTINGTON BANCSHARES INC COM
+$569.0K
231,084
+5%
增持
PSX
PHILLIPS 66 COM
+$549.8K
6,454
+262%
减持
EMR
EMERSON ELEC CO COM
+$531.1K
23,738
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$520.6K
8,660
-0%
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$512.5K
5,587
建仓
IAU
ISHARES GOLD TRUST
+$502.1K
8,052
增持
HD
HOME DEPOT INC COM
+$485.8K
31,921
+4%
增持
EFA
ISHARES MSCI EAFE ETF
+$478.5K
10,390
+89%
建仓
PLAY
DAVE & BUSTERS ENTMT INC COM
+$470.8K
15,653
建仓
APP
APPLOVIN CORP COM CL A
+$464.6K
1,327
增持
BA
BOEING CO COM
+$455.2K
9,172
+7%
增持
TJX
TJX COS INC NEW COM
+$450.0K
171,395
+1%
减持
BDX
BECTON DICKINSON & CO COM
-$442.9K
7,562
-1%
增持
WFC
WELLS FARGO CO NEW COM
+$442.3K
26,067
+14%
增持
IVV
ISHARES CORE S&P 500 ETF
+$419.4K
2,657
+21%
减持
SLB
SCHLUMBERGER LTD COM STK
-$411.5K
47,566
-2%
增持
WMT
WALMART INC COM
+$410.7K
24,941
+8%
建仓
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$405.1K
6,748
增持
VB
VANGUARD SMALL-CAP ETF
+$394.8K
4,179
+56%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$393.8K
24,452
-2%
增持
PH
PARKER-HANNIFIN CORP COM
+$388.3K
1,242
+57%
建仓
VV
VANGUARD LARGE-CAP ETF
+$367.2K
1,287
建仓
ITW
ILLINOIS TOOL WKS INC COM
+$352.3K
1,425
增持
RPM
RPM INTL INC COM
+$340.8K
5,826
+125%
增持
TMUS
T-MOBILE US INC COM
+$334.7K
27,908
+18%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$330.7K
15,493
+6%
增持
—
JOHNSON CTLS INTL PLC SHS
+$327.1K
11,553
+4%
减持
CMCSA
COMCAST CORP NEW CL A
-$326.9K
118,967
-4%
增持
TDG
TRANSDIGM GROUP INC COM
+$324.8K
2,093
+1%
建仓
KMB
KIMBERLY-CLARK CORP COM
+$323.2K
2,507
建仓
ELV
ELEVANCE HEALTH INC COM
+$320.9K
825
增持
ABBV
ABBVIE INC COM
-$317.3K
37,929
+8%
增持
TXN
TEXAS INSTRS INC COM
+$308.8K
6,446
+13%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$300.3K
4,906
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$298.9K
3,180
增持
EOG
EOG RES INC COM
-$298.5K
55,305
+3%
建仓
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$290.7K
2,153
减持
HSY
HERSHEY CO COM
-$286.5K
39,589
-1%
增持
CSX
CSX CORP COM
+$279.3K
61,637
+5%
增持
LOW
LOWES COS INC COM
-$277.9K
40,683
+2%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$275.6K
19,834
+7%
增持
QCOM
QUALCOMM INC COM
+$267.9K
17,012
+7%
建仓
INTU
INTUIT COM
+$266.2K
338
建仓
NUE
NUCOR CORP COM
+$255.6K
1,973
建仓
MET
METLIFE INC COM
+$248.3K
3,087
减持
MCK
MCKESSON CORP COM
+$248.3K
5,289
-2%
建仓
VOO
VANGUARD S&P 500 ETF
+$246.7K
434
减持
SHW
SHERWIN WILLIAMS CO COM
-$241.9K
12,475
-4%
建仓
GLW
CORNING INC COM
+$240.6K
4,575
建仓
ENB
ENBRIDGE INC COM
+$238.2K
5,257
减持
KMPR
KEMPER CORP COM
-$237.3K
34,805
-6%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$234.3K
6,463
+3%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$232.5K
5,201
-28%
建仓
OKE
ONEOK INC NEW COM
+$232.2K
2,845
建仓
HSIC
HENRY SCHEIN INC COM
+$229.2K
3,138
建仓
CNP
CENTERPOINT ENERGY INC COM
+$225.5K
6,137
减持
GIS
GENERAL MLS INC COM
-$224.1K
16,509
-9%
增持
SJM
SMUCKER J M CO COM NEW
-$218.9K
13,890
+4%
建仓
NKE
NIKE INC CL B
+$217.7K
3,064
清仓
VOT
VANGUARD MID-CAP GROWTH ETF
-$217.0K
0
-100%
增持
V
VISA INC COM CL A
+$216.4K
5,137
+12%
建仓
USB
US BANCORP DEL COM NEW
+$212.2K
4,689
增持
—
LINDE PLC SHS
+$209.7K
30,571
+1%
建仓
PGR
PROGRESSIVE CORP COM
+$207.1K
776
建仓
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
+$203.8K
9,064
增持
T
AT&T INC COM
+$203.7K
81,901
+7%
减持
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
-$202.6K
10,945
-27%
增持
TSLA
TESLA INC COM
+$202.3K
2,182
+15%
减持
FMNB
FARMERS NATIONAL BANC CORP COM
+$201.3K
338,141
-1%
减持
CPAY
CORPAY INC COM SHS
-$197.1K
4,030
-8%
增持
GD
GENERAL DYNAMICS CORP COM
+$191.5K
5,177
+7%
