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Home > Institutional Investor > Beese Fulmer Investment Management, Inc. > Profile

Instuitional Investor - Beese Fulmer Investment Management, Inc.

Fund Profile
Filing Period:
Fund Name: Beese Fulmer Investment Management, Inc.
Portfolio Value $1,342,552,495
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 140,565 $69,918,608 5.21%
2.
Apple Inc.
 AAPL 318,445 $65,335,369 4.87%
3.
Broadcom Inc.
 AVGO 172,913 $47,663,583 3.55%
4.
Amazon Com Inc
 AMZN 180,562 $39,613,390 2.95%
5.
Mastercard Inc
 MA 67,042 $37,673,788 2.81%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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