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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 $1,560,397,848
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 322,470 $81,839,757 5.24%
2.
Microsoft Corp
 MSFT 143,526 $53,129,038 3.4%
3.
Broadcom Inc.
 AVGO 168,300 $52,090,624 3.34%
4.
Alphabet Inc.
 GOOGL 152,207 $43,768,636 2.8%
5.
Amazon Com Inc
 AMZN 189,164 $39,397,186 2.52%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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