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BEESE FULMER INVESTMENT MANAGEMENT, INC. Historic Quarter Change: USA Stocks, New

BEESE FULMER INVESTMENT MANAGEMENT, INC. historic quarter change: USA Stocks, New

In share positions in stocks (listed in the US), over 23 quarters from 2013-06-30 to 2026-06-30, BEESE FULMER INVESTMENT MANAGEMENT, INC. opened 701 positions, added to 1,239, reduced 1,177 and sold out of 524.

  • Q2 2026: Stock SNDK; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock CRS; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock MOH; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock TEAM; Country of operation —; Class CL A; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 911274), 23 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-13); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-22); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-03); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-08); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-20); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-08-01); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-01-21); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-22); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-14); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-04-20); Q4 2014 (2014-09-30 to 2014-12-31, filed 2015-01-20); Q3 2014 (2014-06-30 to 2014-09-30, filed 2014-10-21); Q2 2014 (2014-03-31 to 2014-06-30, filed 2014-07-08); Q1 2014 (2013-12-31 to 2014-03-31, filed 2014-04-30); Q4 2013 (2013-09-30 to 2013-12-31, filed 2014-01-21); Q3 2013 (2013-06-30 to 2013-09-30, filed 2013-10-29). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 1999-03-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SNDK
SANDISK CORP
United StatesCOM0280+280$0$636,644+$636,6442026-07-29
Q2 2026CRS
CARPENTER TECHNOLOGY CORP
United StatesCOM0940+940$0$579,830+$579,8302026-07-29
Q2 2026MOH
MOLINA HEALTHCARE INC
United StatesCOM02,258+2,258$0$516,405+$516,4052026-07-29
Q2 2026TEAM
ATLASSIAN CORPORATION
CL A06,062+6,062$0$471,563+$471,5632026-07-29
Q2 2026WCN
WASTE CONNECTIONS INC
COM02,675+2,675$0$445,896+$445,8962026-07-29
Q2 2026SNPS
SYNOPSYS INC
United StatesCOM0904+904$0$403,247+$403,2472026-07-29
Q2 2026ES
EVERSOURCE ENERGY
United StatesCOM05,573+5,573$0$402,761+$402,7612026-07-29
Q2 2026NVT
NVENT ELEC PLC
SHS02,233+2,233$0$378,739+$378,7392026-07-29
Q2 2026RBRK
RUBRIK INC
United StatesCL A04,584+4,584$0$368,004+$368,0042026-07-29
Q2 2026POOL
POOL CORP
United StatesCOM01,688+1,688$0$362,751+$362,7512026-07-29
Q2 2026PAYX
PAYCHEX INC
United StatesCOM03,526+3,526$0$346,716+$346,7162026-07-29
Q2 2026STX
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS0357+357$0$344,505+$344,5052026-07-29
Q2 2026ELV
ELEVANCE HEALTH INC FORMERLY
United StatesCOM0882+882$0$341,096+$341,0962026-07-29
Q2 2026MCHP
MICROCHIP TECHNOLOGY INC
United StatesCOM03,411+3,411$0$311,083+$311,0832026-07-29
Q2 2026NTRS
NORTHERN TR CORP
United StatesCOM01,718+1,718$0$300,030+$300,0302026-07-29
Q2 2026SYY
SYSCO CORP
United StatesCOM03,503+3,503$0$292,793+$292,7932026-07-29
Q2 2026RBLX
ROBLOX CORP
United StatesCL A05,308+5,308$0$288,649+$288,6492026-07-29
Q2 2026MAA
MID AMER APT CMNTYS INC
United StatesCOM02,057+2,057$0$285,800+$285,8002026-07-29
Q2 2026FLEX
FLEX LTD
ORD01,752+1,752$0$283,947+$283,9472026-07-29
Q2 2026RBC
RBC BEARINGS INC
United StatesCOM0440+440$0$283,386+$283,3862026-07-29
Q2 2026S
SENTINELONE INC
United StatesCL A016,677+16,677$0$283,009+$283,0092026-07-29
Q2 2026TTWO
TAKE TWO INTERACTIVE SOFTWAR
United StatesCOM01,129+1,129$0$282,227+$282,2272026-07-29
Q2 2026NNN
NNN REIT INC
United StatesCOM05,911+5,911$0$275,046+$275,0462026-07-29
Q2 2026CL
COLGATE PALMOLIVE CO
United StatesCOM02,911+2,911$0$266,888+$266,8882026-07-29
Q2 2026HST
HOST HOTELS RESORTS INC
United StatesCOM011,025+11,025$0$261,403+$261,4032026-07-29
Q2 2026NUE
NUCOR CORP
United StatesCOM01,133+1,133$0$252,316+$252,3162026-07-29
Q2 2026BURL
BURLINGTON STORES INC
United StatesCOM0772+772$0$244,570+$244,5702026-07-29
Q2 2026NET
CLOUDFLARE INC
United StatesCL A COM0985+985$0$241,601+$241,6012026-07-29
Q2 2026LYB
LYONDELLBASELL INDUSTRIES NV
SHS A04,562+4,562$0$240,189+$240,1892026-07-29
Q2 2026IRDM
IRIDIUM COMMUNICATIONS INC
United StatesCOM04,375+4,375$0$239,969+$239,9692026-07-29
Q2 2026AYI
ACUITY INC
United StatesCOM0634+634$0$238,802+$238,8022026-07-29
Q2 2026SIRI
SIRIUSXM HOLDINGS INC
United StatesCOMMON STOCK08,052+8,052$0$237,856+$237,8562026-07-29
Q2 2026FDS
FACTSET RESH SYS INC
United StatesCOM01,024+1,024$0$235,602+$235,6022026-07-29
Q2 2026FRT
FEDERAL RLTY INVT TR NEW
United StatesSH BEN INT NEW01,907+1,907$0$235,400+$235,4002026-07-29
Q2 2026PRU
PRUDENTIAL FINL INC
United StatesCOM02,181+2,181$0$235,395+$235,3952026-07-29
Q2 2026CUBE
CUBESMART
United StatesCOM05,721+5,721$0$227,524+$227,5242026-07-29
Q2 2026TREX
TREX INC
United StatesCOM04,543+4,543$0$227,332+$227,3322026-07-29
Q2 2026ASML
ASML HLDG NV
N Y REGISTRY SHS0113+113$0$224,807+$224,8072026-07-29
Q2 2026WAL
WESTERN ALLIANCE BANCORP
United StatesCOM02,733+2,733$0$224,653+$224,6532026-07-29
Q2 2026OC
OWENS CORNING NEW
United StatesCOM01,403+1,403$0$223,020+$223,0202026-07-29
Q2 2026WEC
WEC ENERGY GROUP INC
United StatesCOM01,901+1,901$0$221,980+$221,9802026-07-29
Q2 2026OMF
ONEMAIN HLDGS INC
United StatesCOM03,591+3,591$0$218,943+$218,9432026-07-29
Q2 2026BWFG
BANKWELL FINL GROUP INC
United StatesCOM03,696+3,696$0$217,140+$217,1402026-07-29
Q2 2026GRMN
GARMIN LTD
SHS0910+910$0$216,161+$216,1612026-07-29
Q2 2026EG
EVEREST GROUP LTD
COM0598+598$0$213,624+$213,6242026-07-29
Q2 2026SHOP
SHOPIFY INC
CL A SUB VTG SHS01,865+1,865$0$212,946+$212,9462026-07-29
Q2 2026MOS
MOSAIC CO
United StatesCOM09,916+9,916$0$210,120+$210,1202026-07-29
Q2 2026TOWN
TOWNEBANK PORTSMOUTH VA
United StatesCOM05,723+5,723$0$207,402+$207,4022026-07-29
Q2 2026THFF
FIRST FINANCIAL CORPORATION
United StatesCOM02,665+2,665$0$206,378+$206,3782026-07-29
Q2 2026CCL
CARNIVAL CORP LTD
United StatesCOMMON SHARES07,219+7,219$0$206,234+$206,2342026-07-29
Q2 2026CSGP
COSTAR GROUP INC
United StatesCOM07,259+7,259$0$205,575+$205,5752026-07-29
Q2 2026ROST
ROSS STORES INC
United StatesCOM0960+960$0$204,336+$204,3362026-07-29
Q2 2026RHI
ROBERT HALF INC
United StatesCOM06,634+6,634$0$203,664+$203,6642026-07-29
Q2 2026HFBL
HOME FED BANCORP INC LA NEW
United StatesCOM09,700+9,700$0$203,603+$203,6032026-07-29
Q2 2026EBC
EASTERN BANKSHARES INC
United StatesCOM09,132+9,132$0$203,096+$203,0962026-07-29
Q2 2026DPZ
DOMINOS PIZZA INC
United StatesCOM0686+686$0$203,083+$203,0832026-07-29
Q2 2026GPK
GRAPHIC PACKAGING HLDG CO
United StatesCOM014,696+14,696$0$155,337+$155,3372026-07-29
Q2 2026XRPZ
FRANKLIN XRP TRUST
United StatesFRANKLIN XRP ETF010,271+10,271$0$116,576+$116,5762026-07-29
Q2 2026JBLU
JETBLUE AIRWAYS CORP
United StatesCOM012,794+12,794$0$73,310+$73,3102026-07-29

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