StockDriftsStockDriftsTop 50 Beese Fulmer Investment Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.24% | 322.5K | $81.8M | -0.35%(-1.12K) | $64.57(+377.98%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.4% | 143.5K | $53.1M | +0.62%(+884) | $90.12(+333.31%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 3.34% | 168.3K | $52.1M | +0.23%(+386) | $62.01(+481.25%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.8% | 152.2K | $43.8M | -1.08%(-1.66K) | $48.88(+636.32%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.52% | 189.2K | $39.4M | +1.79%(+3.32K) | $120.73(+100.99%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.25% | 122.3K | $35.1M | -4.12%(-5.25K) | $38.85(+816.86%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.22% | 204.0K | $34.6M | -50.84%(-210.92K) | $97.21(+41.02%) | 2026-03-31 | |
| RTX | RTX CORPORATION | 2.18% | 176.1K | $34.0M | -0.92%(-1.64K) | $80.49(+147.56%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.13% | 135.7K | $33.2M | -2.29%(-3.19K) | $97.92(+168.64%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 2.12% | 66.4K | $33.2M | -1.05%(-703) | $72.67(+642.26%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.35% | +70.02% |
| Top 20 Holdings Unweighted | +21.30% | +78.48% |
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