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Home > Institutional Investor > Beese Fulmer Investment Management, Inc. > Profile

Instuitional Investor - Beese Fulmer Investment Management, Inc.

Fund Profile
Filing Period:
Fund Name: Beese Fulmer Investment Management, Inc.
Portfolio Value $1,172,133,625
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 308,927 $77,361,524 6.6%
2.
Microsoft Corp
 MSFT 132,356 $55,788,260 4.75%
3.
Broadcom Inc.
 AVGO 176,637 $40,951,522 3.49%
4.
Amazon Com Inc
 AMZN 177,038 $38,840,259 3.31%
5.
Mastercard Inc
 MA 67,719 $35,658,794 3.04%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)