BEESE FULMER INVESTMENT MANAGEMENT, INC. - Portfolio overview

BEESE FULMER INVESTMENT MANAGEMENT, INC. has 466 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.18%
2. MSFT - MICROSOFT CORP, 3.36%
3. AVGO - BROADCOM INC, 3.29%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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