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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 56
增持 62
减持 25
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$20.7M
222,026
+4839%
建仓
MU
MICRON TECHNOLOGY INC COM
+$14.6M
51,205
增持
GOOGL
ALPHABET INC CAP STK CL A
+$11.2M
153,864
+1%
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
MRK
MERCK & CO INC COM
-$9.5M
32,976
-79%
增持
TDG
TRANSDIGM GROUP INC COM
+$8.9M
8,929
+296%
减持
GOOG
ALPHABET INC CAP STK CL C
+$8.5M
127,498
-2%
减持
BAH
BOOZ ALLEN HAMILTON HLDG CORP CL A
-$7.9M
7,529
-91%
减持
ADBE
ADOBE INC COM
-$7.9M
1,133
-95%
增持
AAPL
APPLE INC COM
+$7.4M
323,595
+2%
减持
IR
INGERSOLL RAND INC COM
-$6.8M
2,692
-97%
增持
NFLX
NETFLIX INC. COM
-$4.5M
205,881
+935%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
-$4.5M
296,542
+1%
增持
CMI
CUMMINS INC COM
+$3.9M
44,099
+0%
增持
MSFT
MICROSOFT CORP COM
-$3.9M
142,642
+1%
增持
JNJ
JOHNSON & JOHNSON
+$3.5M
138,869
+2%
清仓
—
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF
-$3.4M
0
-100%
增持
RTX
RTX CORPORATION COM
+$3.2M
177,712
+1%
增持
AMZN
AMAZON COM INC COM
+$3.0M
185,844
+2%
增持
KLAC
KLA CORP COM NEW
+$2.7M
17,834
+2%
增持
DELL
DELL TECHNOLOGIES INC CL C
-$2.6M
175,874
+1%
减持
AVGO
BROADCOM INC COM
+$2.6M
167,914
-0%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$2.4M
25,491
+1%
增持
—
CHUBB LIMITED COM
+$2.3M
121,060
+106%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$2.3M
219,043
+16%
增持
—
EXXON MOBIL CORP COM
+$2.3M
414,906
+106%
增持
LLY
ELI LILLY & CO COM
+$2.2M
5,525
+14%
增持
—
EATON CORP PLC SHS
-$2.2M
51,967
+4%
增持
TJX
TJX COS INC NEW COM
+$2.1M
176,280
+2%
增持
META
META PLATFORMS INC CL A
-$1.8M
72,265
+107%
减持
CRM
SALESFORCE INC COM
+$1.7M
65,989
-1%
增持
ANET
ARISTA NETWORKS INC COM SHS
-$1.7M
149,849
+2%
增持
HD
HOME DEPOT INC COM
-$1.7M
32,739
+2%
建仓
IBDW
ISHARES IBONDS DEC 2031 TERM CORPORATE ETF
+$1.7M
79,686
增持
EW
EDWARDS LIFESCIENCES CORP COM
+$1.7M
158,820
+4%
减持
CAT
CATERPILLAR INC COM
+$1.5M
16,477
-1%
减持
TMUS
T-MOBILE US INC COM
-$1.4M
28,984
-5%
增持
IBDV
ISHARES IBONDS DEC 2030 TERM CORPORATE ETF
+$1.4M
109,615
+146%
减持
PG
PROCTER & GAMBLE COMPANY
-$1.4M
122,342
-0%
增持
COST
COSTCO WHOLESALE CORPORATION
-$1.3M
62,706
+105%
增持
DHI
D R HORTON INC COM
-$1.3M
67,254
+3%
增持
—
LINDE PLC SHS
-$1.2M
31,616
+2%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$1.1M
80,164
+6%
增持
WMT
WALMART INC COM
+$1.1M
35,235
+27%
清仓
EBC
EASTERN BANKSHARES INC COM
-$1.0M
0
-100%
增持
JPM
JPMORGAN CHASE & CO COM
+$961.1K
94,193
+1%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$873.0K
13,970
-9%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$866.8K
35,822
+52%
增持
MCD
MCDONALDS CORP COM
+$824.7K
113,431
+109%
减持
LOW
LOWES COS INC COM
-$771.6K
38,863
-4%
增持
GE
GE AEROSPACE COM NEW
+$769.4K
17,929
+13%
增持
APP
APPLOVIN CORP COM CL A
+$755.4K
3,208
+64%
增持
FDX
FEDEX CORP COM
+$702.1K
8,939
+11%
增持
VOO
VANGUARD S&P 500 ETF
+$698.7K
1,587
+227%
增持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$696.9K
16,320
+88%
增持
COF
CAPITAL ONE FINL CORP COM
+$679.2K
4,676
+119%
建仓
ABNB
AIRBNB INC COM CL A
+$672.2K
4,953
增持
D
DOMINION ENERGY INC COM
-$670.1K
46,458
+40%
建仓
NEM
NEWMONT CORP COM
+$669.6K
6,706
建仓
TEAM
ATLASSIAN CORPORATION CL A
+$661.2K
4,078
建仓
CNC
CENTENE CORP DEL COM
+$649.4K
15,782
增持
PEP
PEPSICO, INC.
+$646.4K
66,924
+4%
建仓
PCG
PG&E CORP COM
+$639.1K
39,644
减持
NOC
NORTHROP GRUMMAN CORP COM
-$636.2K
10,622
-3%
建仓
FIX
COMFORT SYS USA INC COM
+$578.6K
620
增持
HSY
HERSHEY CO COM
-$577.9K
73,928
+89%
增持
ABT
ABBOTT LABS COM
-$558.8K
109,487
+3%
增持
ROK
ROCKWELL AUTOMATION INC COM
+$543.5K
13,190
+0%
增持
ORCL
ORACLE CORP COM
-$535.5K
7,578
+6%
建仓
TRGP
TARGA RES CORP COM
+$528.8K
2,866
建仓
EIX
EDISON INTL COM
+$527.6K
8,791
减持
—
TRANE TECHNOLOGIES PLC SHS
-$512.0K
9,554
-5%
增持
MA
MASTERCARD INCORPORATED CL A
+$507.5K
67,057
+1%
减持
CVX
CHEVRON CORPORATION COM
-$504.0K
99,787
-1%
建仓
VRSN
VERISIGN INC COM
+$488.3K
2,010
减持
VZ
VERIZON COMMUNICATIONS INC.
-$488.3K
29,399
-23%
建仓
XEL
XCEL ENERGY INC COM
+$485.6K
6,576
建仓
RBLX
ROBLOX CORP CL A
+$481.2K
5,939
减持
RSG
REPUBLIC SVCS INC COM
-$470.1K
2,712
-40%
减持
TDY
TELEDYNE TECHNOLOGIES INC COM
-$466.7K
6,135
-0%
减持
PH
PARKER-HANNIFIN CORP COM
-$464.6K
527
-57%
清仓
—
UNILEVER PLC SPON ADR NEW
-$458.7K
0
-100%
建仓
MEDP
MEDPACE HLDGS INC COM
+$458.3K
816
建仓
UL
UNILEVER PLC SPON ADR NEW
+$450.5K
6,889
增持
—
AON PLC SHS CL A
+$449.0K
29,544
+6%
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$430.0K
2,419
增持
UPS
UNITED PARCEL SVCS INC CL B
+$427.4K
11,746
+33%
建仓
—
ELASTIC N V ORD SHS
+$426.2K
5,650
清仓
GABC
GERMAN AMERN BANCORP INC COM
-$426.1K
0
-100%
减持
KMPR
KEMPER CORP COM
-$424.8K
33,270
-3%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$421.7K
65,073
+0%
建仓
LVS
LAS VEGAS SANDS CORP COM
+$421.4K
6,474
增持
PSX
PHILLIPS 66 COM
+$421.1K
10,075
+56%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$420.8K
2,237
+18%
建仓
DHR
DANAHER CORPORATION COM
+$417.8K
1,823
增持
GEV
GE VERNOVA INC COM
+$415.5K
4,526
+9%
建仓
HPQ
HP INC COM
+$411.9K
18,348
建仓
ZM
ZOOM COMMUNICATIONS INC CL A
+$409.7K
4,748
减持
KO
COCA COLA CO COM
+$409.7K
172,306
-2%
建仓
WELL
WELLTOWER INC COM
+$406.8K
2,192
建仓
JBHT
HUNT J B TRANS SVCS INC COM
+$405.6K
2,087
建仓
NTNX
NUTANIX INC CL A
+$404.4K
7,824
建仓
H
HYATT HOTELS CORP COM CL A
+$404.3K
2,522
建仓
REGN
REGENERON PHARMACEUTICALS COM
+$402.9K
522
建仓
BIIB
BIOGEN INC COM
+$399.9K
2,272
减持
ABBV
ABBVIE INC COM
-$396.4K
36,964
-3%
建仓
EXC
EXELON CORP COM
+$395.2K
9,067
减持
APD
AIR PRODUCTS AND CHEMICALS INC COM
-$395.0K
9,934
-5%
建仓
—
TOPBUILD CORP COM
+$393.8K
944
建仓
PGR
PROGRESSIVE CORP COM
+$392.9K
1,725
减持
V
VISA INC COM CL A
-$392.2K
3,882
-24%
建仓
MNST
MONSTER BEVERAGE CORP NEW COM
+$391.3K
5,104
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$386.6K
1,551
+64%
建仓
—
TECHNIPFMC PLC COM
+$385.8K
8,659
清仓
MSTR
STRATEGY INC CL A NEW
-$385.0K
0
-100%
建仓
BMRN
BIOMARIN PHARMACEUTICAL INC COM
+$374.2K
6,296
清仓
CME
CME GROUP INC COM
-$371.0K
0
-100%
增持
PM
PHILIP MORRIS INTL INC COM
+$370.5K
235,353
+104%
建仓
BKNG
BOOKING HOLDINGS INC COM
+$364.2K
68
增持
T
AT&T INC COM
-$361.6K
153,217
+91%
增持
SPY
STATE STR SPDR S&P 500 ETF TR TR UNIT
+$361.1K
8,538
+4%
清仓
KKR
KKR & CO INC COM
-$360.0K
0
-100%
建仓
TXT
TEXTRON INC COM
+$359.0K
4,118
建仓
VST
VISTRA CORP COM
+$356.9K
2,212
建仓
HEI
HEICO CORP NEW COM
+$353.4K
1,092
建仓
ALNY
ALNYLAM PHARMACEUTICALS INC COM
+$353.1K
888
增持
LMT
LOCKHEED MARTIN CORP COM
+$350.8K
2,168
+55%
建仓
HUBS
HUBSPOT INC COM
+$348.3K
868
增持
IBDU
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
+$347.7K
123,418
+14%
增持
GD
GENERAL DYNAMICS CORP COM
+$347.5K
6,276
+21%
建仓
WRB
BERKLEY W R CORP COM
+$345.2K
4,923
减持
NSC
NORFOLK SOUTHN CORP COM
-$342.3K
9,514
-7%
建仓
OTIS
OTIS WORLDWIDE CORP COM
+$339.4K
3,886
建仓
EXEL
EXELIXIS INC COM
+$338.7K
7,728
建仓
WDC
WESTERN DIGITAL CORP COM
+$337.3K
1,958
建仓
PLD
PROLOGIS INC. COM
+$330.6K
2,590
建仓
EQIX
EQUINIX INC COM
+$329.4K
430
建仓
JLL
JONES LANG LASALLE INC COM
+$328.4K
976
建仓
—
STERIS PLC SHS USD
+$322.7K
1,273
增持
VTV
VANGUARD VALUE ETF
+$322.5K
7,261
+30%
建仓
CFG
CITIZENS FINL GROUP INC COM
+$322.0K
5,513
建仓
FOUR
SHIFT4 PMTS INC CL A
+$318.1K
5,052
建仓
BX
BLACKSTONE INC COM
+$317.7K
2,061
建仓
CMA
COMERICA INC COM
+$317.1K
3,648
增持
MCK
MCKESSON CORP COM
+$313.2K
5,353
+1%
建仓
WING
WINGSTOP INC COM
+$312.2K
1,309
增持
AXON
AXON ENTERPRISE INC COM
-$309.8K
4,591
+13%
建仓
—
ARCH CAP GROUP LTD ORD
+$306.6K
3,196
建仓
TWLO
TWILIO INC CL A
+$306.4K
2,154
建仓
SNOW
SNOWFLAKE INC COM SHS
+$305.1K
1,391
建仓
UTHR
UNITED THERAPEUTICS CORP DEL COM
+$304.0K
624
