BEESE FULMER INVESTMENT MANAGEMENT, INC.: 13F holdings
CIK 9112742026Q2
| Positions | 401 |
|---|
| Reported value | $1.7bn |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 401 (-34 vs prior quarter) |
|---|
| Reported value | $1.7bn (+11.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 321,813 | $93.1m | 5.4% |
| DELL DELL TECHNOLOGIES INC | 163,718 | $70.6m | 4.1% |
| AVGO BROADCOM INC | 164,602 | $62.2m | 3.6% |
| GOOGL ALPHABET INC | 150,632 | $53.8m | 3.1% |
| MSFT MICROSOFT CORP | 143,925 | $53.7m | 3.1% |
| MU MICRON TECHNOLOGY INC | 44,735 | $51.6m | 3.0% |
| KLAC KLA CORP | 155,284 | $46.9m | 2.7% |
| AMZN AMAZON COM INC | 190,655 | $45.4m | 2.6% |
| GOOG ALPHABET INC | 119,882 | $42.4m | 2.4% |
| JNJ JOHNSON JOHNSON | 136,876 | $34.8m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="911274")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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