Beese Fulmer Investment Management
Beese Fulmer Investment Management reported 356 stocks worth $1.8B in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (6.0%), DELL (4.8%) and MSFT (4.2%). Compared with Q2 2026, the fund opened new positions in XOM, added to MSFT, GOOGL and AMZN, trimmed AAPL, DELL and MU and sold out of PCG, EIX and COHR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $107M | 6.0% | 320K | −1,492 (−0%) | 8 of 8 | |
| 2 |  DELL Dell Technologies Inc | $85M | 4.8% | 158K | −5,699 (−3%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $74.3M | 4.2% | 145K | +885 (+1%) | 8 of 8 | |
| 4 |  AVGO Broadcom Inc | $57.9M | 3.3% | 165K | No change | 8 of 8 | |
| 5 |  GOOGL Alphabet Inc | $52.4M | 3.0% | 152K | +1,622 (+1%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $47.9M | 2.7% | 192K | +1,493 (+1%) | 8 of 8 | |
| 7 |  MU Micron Technology Inc | $45M | 2.5% | 42K | −2,461 (−6%) | 4 of 8 | |
| 8 |  GOOG Alphabet Inc | $40.4M | 2.3% | 119K | −1,297 (−1%) | 8 of 8 | |
| 9 |  JNJ Johnson & Johnson | $36.7M | 2.1% | 139K | +1,788 (+1%) | 8 of 8 | |
| 10 |  MA Mastercard Incorporated | $36.5M | 2.1% | 66K | −203 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 PCG Pg&E Corp | $974K | 58K |
 EIX Edison Intl | $911K | 12K |
 COHR Coherent Corp | $829K | 2,102 |
 CRS Carpenter Technology Corp | $580K | 940 |
 DKNG Draftkings Inc New | $417K | 16K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 23, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Beese Fulmer Investment Management 13F FAQ
What does Beese Fulmer Investment Management own?
Beese Fulmer Investment Management reported 356 stocks worth $1.8B in its 13F filing for Q3 2026, filed Oct 23, 2026. Its largest holdings are AAPL (6.0%), DELL (4.8%) and MSFT (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Beese Fulmer Investment Management buy and sell in Q3 2026?
Compared with Q2 2026: 34 new positions, 136 added to, 150 trimmed and 79 sold out. New positions include XOM. It sold all of PCG, EIX and COHR.
When will Beese Fulmer Investment Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Beese Fulmer Investment Management's portfolio worth?
The Q3 2026 filing reports $1.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.