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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 $1,536,429,258
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 323,595 $87,972,539 5.73%
2.
Microsoft Corp
 MSFT 142,642 $68,984,728 4.49%
3.
Broadcom Inc.
 AVGO 167,914 $58,115,049 3.78%
4.
Alphabet Inc.
 GOOGL 153,864 $48,159,323 3.13%
5.
Amazon Com Inc
 AMZN 185,844 $42,896,512 2.79%
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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