BEESE FULMER INVESTMENT MANAGEMENT, INC. quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, BEESE FULMER INVESTMENT MANAGEMENT, INC. opened 25 positions, added to 27, reduced 10, sold out of 19 and left 8 unchanged. The largest increase in value was IVW (+$16,337,255); the largest decrease was IVE (-$14,295,272).
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 2026-03-31 6,252; Shares 2026-06-30 6,245.
- VB: Country of operation —; Class SMALL CP ETF; Shares 2026-03-31 4,085; Shares 2026-06-30 4,010.
- QQQ: Country of operation —; Class UNIT SER 1; Shares 2026-03-31 1,340; Shares 2026-06-30 1,238.
- VYM: Country of operation —; Class HIGH DIV YLD; Shares 2026-03-31 7,663; Shares 2026-06-30 7,595.
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.
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