BEESE FULMER INVESTMENT MANAGEMENT, INC.
All 13F Filings
- Location
- Canton, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,560,398
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/16/2026 | 435 | 1,560,398 | 13F-HR | BEESE FULMER INVESTMENT MANAGEMENT, INC. |
| Q4 2025 | 2/5/2026 | 395 | 1,536,429 | 13F-HR | BEESE FULMER INVESTMENT MANAGEMENT, INC. |
| Q3 2025 | 11/13/2025 | 285 | 1,447,125 | 13F-HR | BEESE FULMER INVESTMENT MANAGEMENT, INC. |
| Q2 2025 | 8/7/2025 | 285 | 1,342,552 | 13F-HR | BEESE FULMER INVESTMENT MANAGEMENT, INC. |
| Q2 2014 | 7/8/2014 | 154 | 308,213 | 13F-HR | BEESE FULMER INVESTMENT MANAGEMENT, INC. |
| Q1 2014 | 4/30/2014 | 149 | 287,701 | 13F-HR | BEESE FULMER INVESTMENT MANAGEMENT, INC. |
| Q4 2013 | 1/21/2014 | 148 | 281,341 | 13F-HR | BEESE FULMER INVESTMENT MANAGEMENT, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.417 M | 90.8% | 0 | 38.6 K | -38.6 K |
| ETFs | 116.8 K | 7.5% | 53.92 K | 0 | 53.92 K |
| Debt | 26.72 K | 1.7% | 8.755 K | 0 | 8.755 K |
| Other | 211 | 0.0% | 0 | 112 | -112 |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
1,560,398
Holdings
435
QoQ value change ($000)
23,969
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.