StockDriftsStockDriftsTop 50 Beese Fulmer Investment Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.38% | 321.8K | $93.1M | -0.20%(-657) | $64.57(+372.95%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 4.08% | 163.7K | $70.6M | -7.08%(-12.47K) | $99.64(+381.72%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.59% | 164.6K | $62.2M | -2.20%(-3.70K) | $62.01(+534.94%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.11% | 150.6K | $53.8M | -1.03%(-1.57K) | $48.88(+605.23%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.1% | 143.9K | $53.7M | +0.28%(+399) | $90.88(+434.83%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.98% | 44.7K | $51.6M | -19.33%(-10.72K) | $232.89(+335.73%) | 2026-06-30 | |
| KLAC | KLA CORP | 2.71% | 155.3K | $46.9M | -10.60%(-18.42K) | $80.30(+147.30%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.62% | 190.7K | $45.4M | +0.79%(+1.49K) | $121.51(+116.06%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.45% | 119.9K | $42.4M | -1.94%(-2.37K) | $38.85(+782.03%) | 2026-06-30 | |
| JNJ | JOHNSON JOHNSON | 2.01% | 136.9K | $34.8M | +0.88%(+1.19K) | $99.22(+162.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.97% | +90.54% | +12.87% | +83.17% |
| Top 20 Holdings Unweighted | +26.89% | +104.30% | +14.04% | +92.88% |
Beese Fulmer Investment Management INC reports $1.73B in US-listed equity holdings across 401 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.4%), DELL (4.1%) and AVGO (3.6%). The top 20 holdings account for 49.27% of reported assets. Its disclosed equity book has returned +90.54% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beese Fulmer Investment Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 911274). View Beese Fulmer Investment Management INC’s 13F filings on SEC