BEESE FULMER INVESTMENT MANAGEMENT, INC.
SEC Form 13F institutional filer · CIK 0000911274
13F-HR · 266 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.44B
Top-10 concentration
30.5%
BEESE FULMER INVESTMENT MANAGEMENT, INC. — $1.44B AUM allocation strategy
BEESE FULMER INVESTMENT MANAGEMENT, INC. files SEC Form 13F and reports $1.44B of long US equity value across 266 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 18.2%, followed by Financials 7.8% and Consumer Discretionary 6.6%.
The top 10 holdings account for 30% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BEESE FULMER INVESTMENT MANAGEMENT, INC. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.44B
total across 266 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
30% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NVDA +96.1K sh · +$16.4M+$IBM +47.4K sh · +$10.9M+$VOO +37.3K sh · +$2.7M
Biggest trims (shares)
−$HBAN −284K sh · −$557K−$XOM −211K sh · +$9.64M−$DIS −137K sh · −$2.65M
Exited to nil (held last quarter, gone now)
$APP ($2.16M last qtr)$PYPL ($490K last qtr)$LVS ($421K last qtr)$GILD ($417K last qtr)$HPQ ($412K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Technology Hardware, Storage & Peripherals7.7%—
- Interactive Media & Services5.5%—
- Semiconductors5.1%—
- Systems Software3.7%—
- Broadline Retail2.7%—
- Integrated Oil & Gas2.4%—
- Aerospace & Defense2.3%—
- Pharmaceuticals2.3%—
- Other holdings68.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 322K | $81.8M | -1.13K | 5.7% |
| $MSFT | Microsoft Corporation | 144K | $53.1M | +884 | 3.7% |
| $AVGO | Broadcom Inc | 168K | $52.1M | +386 | 3.6% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 152K | $43.8M | -1.66K | 3.0% |
| $AMZN | Amazon.com Inc | 189K | $39.4M | +3.32K | 2.7% |
| $GOOGL | Alphabet Inc | 122K | $35.1M | -5.25K | 2.4% |
| $XOM | ExxonMobil Holdings Corporation | 204K | $34.6M | -211K | 2.4% |
| $RTX | RTX Corporation | 176K | $34M | -1.64K | 2.4% |
| $JNJ | Johnson & Johnson | 136K | $33.2M | -3.19K | 2.3% |
| $MA | Mastercard Incorporated | 66.4K | $33.2M | -703 | 2.3% |
…and 256 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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