13F filer

Beese Fulmer Investment Management

As of Sep 30, 2026 Filed Oct 23, 2026 CIK 911274 SEC filings ↗

13F Value

$1.76B

Positions

356

Top Position

AAPL6.0%

Top 5

21.3%

Latest filing changes

vs Jun 30, 2026

1 GLW Corning +630.5%+$6.0M

2 ETN Eaton +13.6%+$3.1M

3 VCSH Vanguard Short-Term Corporate Bond Index Fund — ETF Shares +6.8%+$1.9M

4 HBAN Huntington Bancshares +33.9%+$1.4M

5 NVDA NVIDIA +4.8%+$1.4M

Holdings356

#							Trend (4Q)
1	AAPL Apple	6.0%	$106.7M	-0.5%	320.3K	5.4%		Common Stock
2	DELL Dell Technologies	4.8%	$85.0M	-3.5%	158.0K	4.1%		Common Stock
3	MSFT Microsoft	4.2%	$74.3M	+0.6%	144.8K	3.1%		Common Stock
4	AVGO Broadcom	3.3%	$57.9M	+0.1%	164.8K	3.6%		Common Stock
5	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 152,254 reported quantity $52,387,408 reported value	3.0%	$52.4M	+1.1%	152.3K	3.1%		Common Stock
6	AMZN Amazon	2.7%	$47.9M	+0.8%	192.1K	2.6%		Common Stock
7	MU Micron Technology	2.6%	$45.0M	-5.5%	42.3K	3.0%		Common Stock
8	GOOG Alphabet Class C	2.3%	$40.4M	-1.1%	118.6K	2.4%		Common Stock
9	JNJ Johnson & Johnson	2.1%	$36.7M	+1.3%	138.7K	2.0%		Common Stock
10	MA Mastercard	2.1%	$36.5M	-0.3%	66.2K	2.0%		Common Stock
11	XOM ExxonMobil Filing details 30233Q108 Sep 30, 2026 205,241 reported quantity $33,402,937 reported value	1.9%	$33.4M	NEW	205.2K	—	—	Common Stock
12	RTX RTX	1.9%	$32.8M	-0.2%	176.7K	1.9%		Common Stock
13	JPM JPMorgan Chase	1.8%	$31.7M	+0.6%	95.7K	1.8%		Common Stock
14	NVDA NVIDIA	1.7%	$30.8M	+4.8%	134.6K	1.5%		Common Stock
15	ANET Arista Networks Filing details 040413205 Sep 30, 2026 151,019 reported quantity $30,745,958 reported value	1.7%	$30.7M	-0.8%	151.0K	1.5%		Common Stock
16	KLAC KLA	1.7%	$30.3M	+0.2%	155.6K	2.7%	—	Common Stock
17	VCSH Vanguard Short-Term Corporate Bond Index Fund — ETF Shares	1.7%	$30.2M	+6.8%	391.5K	1.7%		ETF
18	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 60,477 reported quantity $30,114,522 reported value	1.7%	$30.1M	+0.0%	60.5K	1.7%		Common Stock
19	COST Costco Wholesale	1.7%	$29.1M	+1.4%	32.0K	1.7%	—	Common Stock
20	META Meta Platforms	1.6%	$27.6M	+0.0%	38.1K	1.2%	—	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing79

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.