BEESE FULMER INVESTMENT MANAGEMENT, INC.
All 13F Filings
- Location
- Canton, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 1,763,619
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 356 | 1,763,619 | 13F-HR | BEESE FULMER INVESTMENT MANAGEMENT, INC. |
| Q2 2026 | 7/29/2026 | 401 | 1,731,472 | 13F-HR | BEESE FULMER INVESTMENT MANAGEMENT, INC. |
| 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 | 1.583 M | 89.8% | 26.68 K | 0 | 26.68 K |
| ETFs | 151.1 K | 8.6% | 5.281 K | 0 | 5.281 K |
| Debt | 29.21 K | 1.7% | 185 | 0 | 185 |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
1,763,619
Holdings
356
QoQ value change ($000)
32,147
(1.9%)
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.