BEESE FULMER INVESTMENT MANAGEMENT, INC. quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, BEESE FULMER INVESTMENT MANAGEMENT, INC. opened 59 positions, added to 129, reduced 136, sold out of 98 and left 1 unchanged. The largest increase in value was DELL (+$41,719,845); the largest decrease was XOMXXXX (-$34,608,601).
- KLAC: Country of operation United States; Class COM NEW; Shares 2026-03-31 17,370; Shares 2026-06-30 155,284.
- ANET: Country of operation United States; Class COM SHS; Shares 2026-03-31 151,650; Shares 2026-06-30 152,264.
- AMZN: Country of operation United States; Class COM; Shares 2026-03-31 189,164; Shares 2026-06-30 190,655.
- NFLX: Country of operation United States; Class COM; Shares 2026-03-31 213,433; Shares 2026-06-30 220,366.
Two Form 13F-HR filings compared (SEC CIK 911274): 2026-03-31 (filed 2026-04-16) and 2026-06-30 (filed 2026-07-29). 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; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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KLAC
KLA CORP | United States | COM NEW | 17,370 | 155,284 | +137,914 | $25,576,298 | $46,850,624 | +$21,274,326 |
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ANET
ARISTA NETWORKS INC | United States | COM SHS | 151,650 | 152,264 | +614 | $18,619,587 | $25,866,608 | +$7,247,021 |
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AMZN
AMAZON COM INC | United States | COM | 189,164 | 190,655 | +1,491 | $39,397,186 | $45,440,713 | +$6,043,527 |
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NFLX
NETFLIX INC | United States | COM | 213,433 | 220,366 | +6,933 | $20,521,583 | $15,734,105 | -$4,787,478 |
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ETN
EATON CORP PLC | | SHS | 51,862 | 53,283 | +1,421 | $18,549,457 | $22,705,010 | +$4,155,553 |
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CVX
CHEVRON CORPORATION | United States | COM | 98,282 | 99,049 | +767 | $20,334,483 | $16,418,286 | -$3,916,197 |
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NVDA
NVIDIA CORPORATION | United States | COM | 125,358 | 128,448 | +3,090 | $21,863,687 | $25,701,196 | +$3,837,509 |
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ICE
INTERCONTINENTAL EXCHANGE IN | United States | COM | 103,277 | 104,412 | +1,135 | $16,243,439 | $12,854,126 | -$3,389,313 |
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JPM
JPMORGAN CHASE CO | United States | COM | 94,406 | 95,120 | +714 | $27,770,615 | $31,135,510 | +$3,364,895 |
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LLY
ELI LILLY CO | United States | COM | 6,047 | 7,338 | +1,291 | $5,562,257 | $8,801,364 | +$3,239,107 |
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IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 58,114 | 60,760 | +2,646 | $14,086,151 | $17,086,364 | +$3,000,213 |
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DHI
D R HORTON INC | United States | COM | 68,227 | 72,526 | +4,299 | $9,362,132 | $11,813,109 | +$2,450,977 |
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EW
EDWARDS LIFESCIENCES CORP | United States | COM | 160,839 | 165,538 | +4,699 | $12,879,987 | $14,974,567 | +$2,094,580 |
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PM
PHILIP MORRIS INTL INC | United States | COM | 118,104 | 120,335 | +2,231 | $19,699,656 | $21,769,862 | +$2,070,206 |
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INTC
INTEL CORP | United States | COM | 19,588 | 20,446 | +858 | $864,425 | $2,854,897 | +$1,990,472 |
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CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 4,825 | 4,828 | +3 | $1,883,728 | $3,684,440 | +$1,800,712 |
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MCD
MCDONALDS CORP | United States | COM | 56,550 | 58,472 | +1,922 | $17,575,089 | $15,805,579 | -$1,769,510 |
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COST
COSTCO WHOLESALE CORPORATION | United States | COM | 31,391 | 31,554 | +163 | $31,278,472 | $29,517,507 | -$1,760,965 |
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TDG
TRANSDIGM GROUP INC | United States | COM | 9,162 | 9,233 | +71 | $10,618,553 | $12,298,910 | +$1,680,357 |
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JNJ
JOHNSON JOHNSON | United States | COM | 135,684 | 136,876 | +1,192 | $33,166,634 | $34,762,400 | +$1,595,766 |
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UNP
UNION PAC CORP | United States | COM | 48,401 | 48,621 | +220 | $11,743,105 | $13,224,808 | +$1,481,703 |
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TJX
TJX COS INC NEW | United States | COM | 179,562 | 179,853 | +291 | $28,676,071 | $27,247,669 | -$1,428,402 |
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ABBV
ABBVIE INC | United States | COM | 35,215 | 35,935 | +720 | $7,658,857 | $9,042,587 | +$1,383,730 |
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CB
CHUBB LIMITED | | COM | 61,068 | 62,140 | +1,072 | $19,962,966 | $21,236,306 | +$1,273,340 |
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PANW
PALO ALTO NETWORKS INC | United States | COM | 6,012 | 6,417 | +405 | $963,844 | $2,188,325 | +$1,224,481 |
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GLW
CORNING INC | United States | COM | 4,187 | 6,228 | +2,041 | $569,318 | $1,590,934 | +$1,021,616 |
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MA
MASTERCARD INCORPORATED | United States | CL A | 66,354 | 66,426 | +72 | $33,154,384 | $34,116,581 | +$962,197 |
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LIN
LINDE PLC | United Kingdom | SHS | 31,662 | 32,001 | +339 | $15,696,606 | $16,606,805 | +$910,199 |
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HD
HOME DEPOT INC | United States | COM | 32,842 | 33,136 | +294 | $10,801,283 | $11,686,326 | +$885,043 |
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TT
TRANE TECHNOLOGIES PLC | | SHS | 9,664 | 9,968 | +304 | $4,027,641 | $4,895,788 | +$868,147 |
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TKR
TIMKEN CO | United States | COM | 18,318 | 18,395 | +77 | $1,842,203 | $2,673,148 | +$830,945 |
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TXN
TEXAS INSTRS INC | United States | COM | 4,515 | 5,640 | +1,125 | $876,590 | $1,680,967 | +$804,377 |
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CSCO
CISCO SYS INC | United States | COM | 16,935 | 17,904 | +969 | $1,313,992 | $2,102,951 | +$788,959 |
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FCX
FREEPORT MCMORAN INC | United States | CL B | 82,765 | 89,444 | +6,679 | $4,864,905 | $5,625,158 | +$760,253 |
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LITE
LUMENTUM HLDGS INC | United States | COM | 4,079 | 4,192 | +113 | $2,866,558 | $3,596,988 | +$730,430 |
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SYK
STRYKER CORPORATION | United States | COM | 46,937 | 51,146 | +4,209 | $15,422,865 | $16,102,906 | +$680,041 |
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EOG
EOG RES INC | United States | COM | 56,077 | 57,266 | +1,189 | $8,107,022 | $7,429,070 | -$677,952 |
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HBAN
HUNTINGTON BANCSHARES INC | United States | COM | 273,681 | 277,169 | +3,488 | $4,326,635 | $4,957,584 | +$630,949 |
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AON
AON PLC | Ireland | SHS CL A | 31,236 | 32,104 | +868 | $10,082,265 | $10,648,484 | +$566,219 |
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LAMR
LAMAR ADVERTISING CO | United States | CL A | 18,872 | 18,948 | +76 | $2,390,328 | $2,955,509 | +$565,181 |
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MSFT
MICROSOFT CORP | United States | COM | 143,526 | 143,925 | +399 | $53,129,038 | $53,687,053 | +$558,015 |
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NSC
NORFOLK SOUTHN CORP | United States | COM | 10,300 | 11,042 | +742 | $2,956,050 | $3,473,780 | +$517,730 |
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D
DOMINION ENERGY INC | United States | COM | 25,078 | 30,075 | +4,997 | $1,550,301 | $2,053,802 | +$503,501 |
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FIX
COMFORT SYS USA INC | United States | COM | 811 | 817 | +6 | $1,118,361 | $1,619,253 | +$500,892 |
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AMGN
AMGEN INC | United States | COM | 2,203 | 3,502 | +1,299 | $775,027 | $1,268,222 | +$493,195 |
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T
ATT INC | United States | COM | 59,792 | 60,683 | +891 | $1,733,371 | $1,256,143 | -$477,228 |
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MELI
MERCADOLIBRE INC | | COM | 286 | 558 | +272 | $494,500 | $947,144 | +$452,644 |
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TER
TERADYNE INC | United States | COM | 1,814 | 1,983 | +169 | $537,778 | $959,455 | +$421,677 |
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BIIB
BIOGEN INC | United States | COM | 4,803 | 5,959 | +1,156 | $880,544 | $1,287,514 | +$406,970 |
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UNH
UNITEDHEALTH GROUP INC | United States | COM | 1,804 | 2,143 | +339 | $488,204 | $890,565 | +$402,361 |
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FITB
FIFTH THIRD BANCORP | United States | COM | 27,058 | 29,430 | +2,372 | $1,257,115 | $1,658,969 | +$401,854 |
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CSX
CSX CORP | United States | COM | 49,504 | 51,115 | +1,611 | $2,032,137 | $2,429,498 | +$397,361 |
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CARR
CARRIER GLOBAL CORPORATION | United States | COM | 22,098 | 22,219 | +121 | $1,244,328 | $1,629,780 | +$385,452 |
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COHR
COHERENT CORP | United States | COM | 1,875 | 2,102 | +227 | $446,644 | $829,176 | +$382,532 |
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JCI
JOHNSON CONTROLS INTERNATION | | SHS | 11,804 | 13,224 | +1,420 | $1,550,340 | $1,932,159 | +$381,819 |
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RTX
RTX CORPORATION | United States | COM | 176,077 | 177,118 | +1,041 | $33,965,259 | $33,604,667 | -$360,592 |
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GLD
SPDR GOLD TR | United States | GOLD SHS | 5,810 | 5,885 | +75 | $2,499,985 | $2,167,916 | -$332,069 |
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V
VISA INC | United States | COM CL A | 4,293 | 4,731 | +438 | $1,297,539 | $1,623,248 | +$325,709 |
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VIK
VIKING HOLDINGS LTD | United States | ORD SHS | 5,265 | 6,770 | +1,505 | $386,872 | $708,616 | +$321,744 |
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ABNB
AIRBNB INC | United States | COM CL A | 5,252 | 6,777 | +1,525 | $663,223 | $969,782 | +$306,559 |
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TSLA
TESLA INC | United States | COM | 2,348 | 2,781 | +433 | $872,869 | $1,169,689 | +$296,820 |
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ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 13,438 | 13,470 | +32 | $2,755,408 | $3,041,762 | +$286,354 |
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COF
CAPITAL ONE FINL CORP | United States | COM | 3,933 | 4,856 | +923 | $717,497 | $974,211 | +$256,714 |
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JBHT
HUNT J B TRANS SVCS INC | United States | COM | 2,717 | 2,873 | +156 | $575,732 | $831,532 | +$255,800 |
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PH
PARKER HANNIFIN CORP | United States | COM | 1,115 | 1,275 | +160 | $997,746 | $1,246,724 | +$248,978 |
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HPE
HEWLETT PACKARD ENTERPRISE C | United States | COM | 9,880 | 10,582 | +702 | $235,243 | $477,354 | +$242,111 |
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META
META PLATFORMS INC | United States | CL A | 37,125 | 38,113 | +988 | $21,240,137 | $21,468,635 | +$228,498 |
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SJM
SMUCKER J M CO | United States | COM NEW | 11,961 | 12,217 | +256 | $1,153,546 | $1,374,384 | +$220,838 |
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LMT
LOCKHEED MARTIN CORP | United States | COM | 2,344 | 2,354 | +10 | $1,416,427 | $1,199,204 | -$217,223 |
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MO
ALTRIA GROUP INC | United States | COM | 17,396 | 18,933 | +1,537 | $1,147,984 | $1,362,197 | +$214,213 |
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C
CITIGROUP INC | United States | COM NEW | 2,314 | 3,355 | +1,041 | $262,431 | $469,566 | +$207,135 |
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ORCL
ORACLE CORP | United States | COM | 8,818 | 10,181 | +1,363 | $1,297,151 | $1,491,961 | +$194,810 |
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CFG
CITIZENS FINL GROUP INC | United States | COM | 7,383 | 8,797 | +1,414 | $442,745 | $616,380 | +$173,635 |
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AZO
AUTOZONE INC | United States | COM | 63 | 116 | +53 | $212,800 | $370,729 | +$157,929 |
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AFL
AFLAC INC | United States | COM | 5,091 | 6,032 | +941 | $558,518 | $707,289 | +$148,771 |
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TFC
TRUIST FINL CORP | United States | COM | 16,828 | 18,289 | +1,461 | $773,590 | $911,148 | +$137,558 |
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MCO
MOODYS CORP | United States | COM | 787 | 1,053 | +266 | $343,329 | $476,925 | +$133,596 |
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PDLB
PONCE FINANCIAL GROUP INC | United States | COMMON STOCK | 40,533 | 40,535 | +2 | $677,306 | $808,268 | +$130,962 |
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DOW
DOW HLDGS INC | United States | COM | 10,816 | 11,958 | +1,142 | $450,496 | $327,176 | -$123,320 |
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BMY
BRISTOL MYERS SQUIBB CO | United States | COM | 40,897 | 41,013 | +116 | $2,480,373 | $2,363,150 | -$117,223 |
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BLK
BLACKROCK INC | United States | COM | 362 | 482 | +120 | $348,072 | $463,433 | +$115,361 |
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GIS
GENERAL MILLS INC | United States | COM | 16,898 | 21,386 | +4,488 | $628,940 | $744,239 | +$115,299 |
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DVA
DAVITA INC | United States | COM | 1,362 | 1,456 | +94 | $209,326 | $323,931 | +$114,605 |
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ATI
ATI INC | United States | COM | 1,717 | 1,840 | +123 | $249,755 | $362,664 | +$112,909 |
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TRV
TRAVELERS COMPANIES INC | United States | COM | 1,210 | 1,407 | +197 | $352,937 | $464,623 | +$111,686 |
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CIEN
CIENA CORP | United States | COM NEW | 554 | 666 | +112 | $215,079 | $326,713 | +$111,634 |
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EME
EMCOR GROUP INC | United States | COM | 683 | 740 | +57 | $504,266 | $614,111 | +$109,845 |
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BAC
BANK OF AMER CORP | United States | COM | 10,908 | 11,224 | +316 | $531,764 | $639,542 | +$107,778 |
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EQIX
EQUINIX INC | United States | COM | 489 | 559 | +70 | $479,337 | $582,696 | +$103,359 |
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PSX
PHILLIPS 66 | United States | COM | 9,963 | 10,174 | +211 | $1,815,098 | $1,719,833 | -$95,265 |
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KKR
KKR CO INC | United States | COM | 3,802 | 4,841 | +1,039 | $351,687 | $444,311 | +$92,624 |
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NTNX
NUTANIX INC | United States | CL A | 6,266 | 6,471 | +205 | $238,171 | $329,762 | +$91,591 |
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WFC
WELLS FARGO CO | United States | COM | 19,360 | 19,740 | +380 | $1,541,267 | $1,631,276 | +$90,009 |
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GM
GENERAL MTRS CO | United States | COM | 3,025 | 4,065 | +1,040 | $225,363 | $313,330 | +$87,967 |
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CI
THE CIGNA GROUP | United States | COM | 993 | 1,273 | +280 | $264,883 | $350,941 | +$86,058 |
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TGT
TARGET CORP | United States | COM | 3,777 | 4,139 | +362 | $457,718 | $540,543 | +$82,825 |
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TMO
THERMO FISHER SCIENTIFIC INC | United States | COM | 553 | 696 | +143 | $272,003 | $349,151 | +$77,148 |
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MHK
MOHAWK INDS INC | United States | COM | 2,417 | 2,596 | +179 | $237,978 | $314,973 | +$76,995 |
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VRSN
VERISIGN INC | United States | COM | 1,960 | 2,230 | +270 | $486,786 | $560,979 | +$74,193 |
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F
FORD MTR CO | United States | COM | 11,401 | 14,559 | +3,158 | $131,565 | $202,377 | +$70,812 |
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