BEESE FULMER INVESTMENT MANAGEMENT, INC. quarter change: USA Stocks, Reduced
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).
- DELL: Country of operation United States; Class CL C; Shares 2026-03-31 176,189; Shares 2026-06-30 163,718.
- MU: Country of operation United States; Class COM; Shares 2026-03-31 55,452; Shares 2026-06-30 44,735.
- BSX: Country of operation United States; Class COM; Shares 2026-03-31 219,741; Shares 2026-06-30 6,729.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 322,470; Shares 2026-06-30 321,813.
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 |
|---|
DELL
DELL TECHNOLOGIES INC | United States | CL C | 176,189 | 163,718 | -12,471 | $28,917,944 | $70,637,789 | +$41,719,845 |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 55,452 | 44,735 | -10,717 | $18,734,026 | $51,636,800 | +$32,902,774 |
|---|
BSX
BOSTON SCIENTIFIC CORP | United States | COM | 219,741 | 6,729 | -213,012 | $13,788,751 | $287,196 | -$13,501,555 |
|---|
AAPL
APPLE INC | United States | COM | 322,470 | 321,813 | -657 | $81,839,757 | $93,119,864 | +$11,280,107 |
|---|
AVGO
BROADCOM INC | United States | COM | 168,300 | 164,602 | -3,698 | $52,090,624 | $62,178,507 | +$10,087,883 |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 152,207 | 150,632 | -1,575 | $43,768,636 | $53,831,449 | +$10,062,813 |
|---|
CMI
CUMMINS INC | United States | COM | 43,913 | 43,396 | -517 | $23,626,335 | $30,950,400 | +$7,324,065 |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 122,251 | 119,882 | -2,369 | $35,068,821 | $42,357,955 | +$7,289,134 |
|---|
CAT
CATERPILLAR INC | United States | COM | 16,237 | 15,777 | -460 | $11,503,280 | $16,800,942 | +$5,297,662 |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 25,862 | 25,727 | -135 | $21,879,082 | $26,019,100 | +$4,140,018 |
|---|
NOC
NORTHROP GRUMMAN CORP | United States | COM | 10,546 | 10,178 | -368 | $7,194,861 | $5,183,581 | -$2,011,280 |
|---|
HSY
HERSHEY CO | United States | COM | 36,911 | 33,487 | -3,424 | $7,673,473 | $5,875,330 | -$1,798,143 |
|---|
ROK
ROCKWELL AUTOMATION INC | United States | COM | 13,265 | 12,999 | -266 | $4,760,647 | $6,435,784 | +$1,675,137 |
|---|
PEP
PEPSICO INC | United States | COM | 63,414 | 61,443 | -1,971 | $9,847,581 | $8,319,414 | -$1,528,167 |
|---|
TMUS
T MOBILE US INC | United States | COM | 29,161 | 28,150 | -1,011 | $6,124,635 | $4,721,622 | -$1,403,013 |
|---|
GEV
GE VERNOVA INC | United States | COM | 4,848 | 4,783 | -65 | $4,234,141 | $5,619,243 | +$1,385,102 |
|---|
ABT
ABBOTT LABORATORIES | United States | COM | 109,698 | 109,230 | -468 | $11,262,680 | $9,911,517 | -$1,351,163 |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 60,497 | 60,475 | -22 | $28,990,162 | $30,261,085 | +$1,270,923 |
|---|
COP
CONOCOPHILLIPS | United States | COM | 31,760 | 28,612 | -3,148 | $4,192,309 | $2,974,492 | -$1,217,817 |
|---|
GE
GE AEROSPACE | United States | COM NEW | 18,952 | 17,420 | -1,532 | $5,377,907 | $6,510,346 | +$1,132,439 |
|---|
LOW
LOWES COS INC | United States | COM | 37,360 | 35,344 | -2,016 | $8,827,408 | $7,793,000 | -$1,034,408 |
|---|
WDC
WESTERN DIGITAL CORP | United States | COM | 2,744 | 2,605 | -139 | $742,225 | $1,663,866 | +$921,641 |
|---|
QCOM
QUALCOMM INC | United States | COM | 17,887 | 17,194 | -693 | $2,303,495 | $3,177,209 | +$873,714 |
|---|
CW
CURTISS WRIGHT CORP | United States | COM | 13,394 | 13,137 | -257 | $9,126,136 | $9,954,693 | +$828,557 |
|---|
MCK
MCKESSON CORP | United States | COM | 5,308 | 5,032 | -276 | $4,597,724 | $3,806,335 | -$791,389 |
|---|
CIVB
CIVISTA BANCSHARES INC | United States | COM NO PAR | 162,128 | 156,384 | -5,744 | $3,694,897 | $4,413,156 | +$718,259 |
|---|
CMCSA
COMCAST CORP NEW | United States | CL A | 113,178 | 105,655 | -7,523 | $3,249,334 | $2,593,829 | -$655,505 |
|---|
PFE
PFIZER INC | United States | COM | 93,787 | 83,085 | -10,702 | $2,633,542 | $2,000,690 | -$632,852 |
|---|
WMT
WALMART INC | United States | COM | 39,749 | 38,414 | -1,335 | $4,949,688 | $4,350,821 | -$598,867 |
|---|
MDLZ
MONDELEZ INTL INC | United States | CL A | 17,321 | 8,463 | -8,858 | $1,008,706 | $489,502 | -$519,204 |
|---|
CRM
SALESFORCE INC | United States | COM | 4,931 | 2,709 | -2,222 | $920,496 | $425,762 | -$494,734 |
|---|
KO
COCA COLA CO | United States | COM | 171,373 | 166,416 | -4,957 | $13,124,697 | $13,614,186 | +$489,489 |
|---|
NOW
SERVICENOW INC | United States | COM | 6,511 | 2,198 | -4,313 | $680,725 | $218,217 | -$462,508 |
|---|
DHR
DANAHER CORP DEL | United States | COM | 3,988 | 1,683 | -2,305 | $756,080 | $320,577 | -$435,503 |
|---|
FDX
FEDEX CORP | United States | COM | 9,399 | 9,383 | -16 | $3,361,427 | $2,938,082 | -$423,345 |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 1,129 | 1,064 | -65 | $385,925 | $769,435 | +$383,510 |
|---|
FMNB
FARMERS NATIONAL BANC CORP | United States | COM | 373,262 | 361,330 | -11,932 | $4,912,128 | $5,275,418 | +$363,290 |
|---|
AXON
AXON ENTERPRISE INC | United States | COM | 4,157 | 3,701 | -456 | $1,765,436 | $2,074,818 | +$309,382 |
|---|
ORLY
OREILLY AUTOMOTIVE INC | United States | COM | 293,474 | 290,843 | -2,631 | $27,090,585 | $26,783,732 | -$306,853 |
|---|
DIS
DISNEY WALT CO | United States | COM | 133,053 | 130,047 | -3,006 | $12,823,666 | $12,517,034 | -$306,632 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 35,439 | 34,784 | -655 | $1,779,023 | $1,472,743 | -$306,280 |
|---|
NEM
NEWMONT CORP | United States | COM | 7,355 | 5,429 | -1,926 | $796,179 | $507,069 | -$289,110 |
|---|
CNC
CENTENE CORP DEL | United States | COM | 19,270 | 14,291 | -4,979 | $630,900 | $917,339 | +$286,439 |
|---|
FTNT
FORTINET INC | United States | COM | 5,454 | 4,714 | -740 | $445,701 | $724,165 | +$278,464 |
|---|
MS
MORGAN STANLEY | United States | COM NEW | 8,467 | 7,996 | -471 | $1,393,414 | $1,671,484 | +$278,070 |
|---|
PG
PROCTER GAMBLE CO | United States | COM | 123,666 | 119,982 | -3,684 | $17,862,370 | $17,594,098 | -$268,272 |
|---|
SPGI
S P GLOBAL INC | United States | COM | 1,349 | 779 | -570 | $573,784 | $317,256 | -$256,528 |
|---|
GD
GENERAL DYNAMICS CORP | United States | COM | 6,579 | 5,697 | -882 | $2,258,044 | $2,018,105 | -$239,939 |
|---|
PNC
PNC FINL SVCS GROUP INC | United States | COM | 5,884 | 5,882 | -2 | $1,224,504 | $1,448,216 | +$223,712 |
|---|
BDX
BECTON DICKINSON CO | United States | COM | 6,965 | 5,786 | -1,179 | $1,095,157 | $875,570 | -$219,587 |
|---|
ZTS
ZOETIS INC | United States | CL A | 3,888 | 3,395 | -493 | $459,565 | $243,931 | -$215,634 |
|---|
AXP
AMERICAN EXPRESS CO | United States | COM | 9,730 | 9,329 | -401 | $2,942,987 | $3,155,681 | +$212,694 |
|---|
LRCX
LAM RESEARCH CORP | United States | COM NEW | 1,170 | 1,057 | -113 | $250,358 | $458,158 | +$207,800 |
|---|
RMBI
RICHMOND MUT BANCORPORATION | United States | COM | 34,238 | 16,288 | -17,950 | $464,610 | $258,653 | -$205,957 |
|---|
WMB
WILLIAMS COS INC | United States | COM | 12,232 | 9,359 | -2,873 | $890,216 | $695,774 | -$194,442 |
|---|
SNOW
SNOWFLAKE INC | United States | COM SHS | 1,896 | 1,863 | -33 | $285,955 | $474,134 | +$188,179 |
|---|
ADSK
AUTODESK INC | United States | COM | 2,131 | 1,679 | -452 | $510,161 | $326,431 | -$183,730 |
|---|
DE
DEERE CO | United States | COM | 9,445 | 8,671 | -774 | $5,320,515 | $5,500,054 | +$179,539 |
|---|
SNX
TD SYNNEX CORPORATION | United States | COM | 1,826 | 1,815 | -11 | $308,064 | $485,222 | +$177,158 |
|---|
AA
ALCOA CORP | United States | COM | 5,602 | 3,959 | -1,643 | $371,581 | $206,422 | -$165,159 |
|---|
ONTO
ONTO INNOVATION INC | United States | COM | 1,033 | 993 | -40 | $211,837 | $375,801 | +$163,964 |
|---|
TIGO
MILLICOM INTL CELLULAR S A | | COM STK | 11,813 | 11,541 | -272 | $885,266 | $1,047,461 | +$162,195 |
|---|
ECHO
ECHOSTAR CORP | United States | CL A | 3,214 | 2,173 | -1,041 | $376,263 | $220,560 | -$155,703 |
|---|
FIVE
FIVE BELOW INC | United States | COM | 1,645 | 1,242 | -403 | $375,850 | $223,299 | -$152,551 |
|---|
SHW
SHERWIN WILLIAMS CO | United States | COM | 11,781 | 11,402 | -379 | $3,776,558 | $3,925,922 | +$149,364 |
|---|
VRT
VERTIV HOLDINGS CO | United States | COM CL A | 2,726 | 2,471 | -255 | $683,081 | $827,340 | +$144,259 |
|---|
PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 2,647 | 2,127 | -520 | $387,203 | $248,157 | -$139,046 |
|---|
TDY
TELEDYNE TECHNOLOGIES INC | United States | COM | 5,795 | 5,461 | -334 | $3,506,033 | $3,641,941 | +$135,908 |
|---|
AMP
AMERIPRISE FINL INC | United States | COM | 756 | 441 | -315 | $335,966 | $202,313 | -$133,653 |
|---|
KMPR
KEMPER CORP | United States | COM | 29,150 | 28,177 | -973 | $890,824 | $759,652 | -$131,172 |
|---|
BAH
BOOZ ALLEN HAMILTON HLDG COR | United States | CL A | 5,851 | 5,642 | -209 | $456,564 | $342,300 | -$114,264 |
|---|
CPAY
CORPAY INC | United States | COM SHS | 3,891 | 3,721 | -170 | $1,132,242 | $1,240,098 | +$107,856 |
|---|
PLD
PROLOGIS INC | United States | COM | 2,410 | 1,557 | -853 | $318,554 | $210,927 | -$107,627 |
|---|
OTIS
OTIS WORLDWIDE CORP | United States | COM | 4,072 | 2,882 | -1,190 | $313,870 | $206,351 | -$107,519 |
|---|
ADBE
ADOBE INC | United States | COM | 1,425 | 1,173 | -252 | $346,389 | $240,497 | -$105,892 |
|---|
ROP
ROPER TECHNOLOGIES INC | United States | COM | 1,296 | 1,066 | -230 | $458,603 | $360,560 | -$98,043 |
|---|
EQT
EQT CORP | United States | COM | 5,061 | 4,236 | -825 | $322,082 | $225,228 | -$96,854 |
|---|
ARMK
ARAMARK | United States | COM | 6,963 | 6,660 | -303 | $282,280 | $378,954 | +$96,674 |
|---|
CEF
SPROTT ASSET MANAGEMENT LP | Canada | PHYSICAL GOLD AN | 10,721 | 10,321 | -400 | $511,606 | $415,214 | -$96,392 |
|---|
TXT
TEXTRON INC | United States | COM | 4,610 | 3,395 | -1,215 | $403,747 | $311,502 | -$92,245 |
|---|
L
LOEWS CORP | United States | COM | 18,073 | 17,817 | -256 | $1,929,112 | $2,017,063 | +$87,951 |
|---|
MKL
MARKEL GROUP INC | United States | COM | 1,443 | 1,371 | -72 | $2,762,003 | $2,677,577 | -$84,426 |
|---|
EFX
EQUIFAX INC | United States | COM | 1,612 | 1,317 | -295 | $290,273 | $209,034 | -$81,239 |
|---|
PGR
PROGRESSIVE CORP | United States | COM | 1,463 | 961 | -502 | $290,103 | $210,037 | -$80,066 |
|---|
CMG
CHIPOTLE MEXICAN GRILL INC | United States | COM | 9,623 | 6,775 | -2,848 | $308,032 | $230,350 | -$77,682 |
|---|
KEY
KEYCORP | United States | COM | 62,486 | 57,709 | -4,777 | $1,252,852 | $1,330,186 | +$77,334 |
|---|
BA
BOEING CO | United States | COM | 9,155 | 8,773 | -382 | $1,822,188 | $1,899,166 | +$76,978 |
|---|
SO
SOUTHERN CO | United States | COM | 3,858 | 3,098 | -760 | $372,334 | $296,479 | -$75,855 |
|---|
BMRN
BIOMARIN PHARMACEUTICAL INC | United States | COM | 7,606 | 6,246 | -1,360 | $429,663 | $357,396 | -$72,267 |
|---|
TSN
TYSON FOODS INC | United States | CL A | 4,847 | 4,165 | -682 | $310,524 | $238,451 | -$72,073 |
|---|
CAH
CARDINAL HEALTH INC | United States | COM | 3,995 | 3,269 | -726 | $844,183 | $776,584 | -$67,599 |
|---|
CINF
CINCINNATI FINL CORP | United States | COM | 2,723 | 2,675 | -48 | $428,464 | $495,250 | +$66,786 |
|---|
UTHR
UNITED THERAPEUTICS CORP DEL | United States | COM | 594 | 527 | -67 | $352,230 | $285,544 | -$66,686 |
|---|
USB
US BANCORP | United States | COM NEW | 10,881 | 8,286 | -2,595 | $565,921 | $500,474 | -$65,447 |
|---|
RPM
RPM INTL INC | United States | COM | 5,839 | 5,798 | -41 | $580,422 | $644,449 | +$64,027 |
|---|
RSG
REPUBLIC SVCS INC | United States | COM | 3,196 | 2,992 | -204 | $699,988 | $637,535 | -$62,453 |
|---|
SYF
SYNCHRONY FINANCIAL | United States | COM | 14,816 | 14,057 | -759 | $1,007,784 | $1,069,035 | +$61,251 |
|---|
WAT
WATERS CORP | United States | COM | 878 | 852 | -26 | $261,468 | $319,534 | +$58,066 |
|---|
NBIX
NEUROCRINE BIOSCIENCES INC | United States | COM | 2,634 | 1,719 | -915 | $347,003 | $289,712 | -$57,291 |
|---|
CCNE
CNB FINL CORP PA | United States | COM | 19,850 | 15,478 | -4,372 | $574,856 | $521,763 | -$53,093 |
|---|