BEESE FULMER INVESTMENT MANAGEMENT, INC.

CANTON, OH · CIK 911274 · 13F filing filed 2026-07-29

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNorth Canton, OH

$1.7bn reported value +11.0% vs Q1 2026

401positions

32.0%in top 10

66 new 168 added 155 reduced 100 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	321,813	$93.1m5.38%	5.38%	Reduced -657	-657 -0.2%
2	DELL TECHNOLOGIES INC CL C DELL	DELL	163,718	$70.6m4.08%	4.08%	Reduced -12.5k	-12,471 -7.1%
3	BROADCOM INC COM AVGO	AVGO	164,602	$62.2m3.59%	3.59%	Reduced -3.7k	-3,698 -2.2%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	150,632	$53.8m3.11%	3.11%	Reduced -1.6k	-1,575 -1.0%
5	MICROSOFT CORP COM MSFT	MSFT	143,925	$53.7m3.10%	3.10%	Added +399	+399 0.3%
6	MICRON TECHNOLOGY INC COM MU	MU	44,735	$51.6m2.98%	2.98%	Reduced -10.7k	-10,717 -19.3%
7	KLA CORP COM NEW KLAC	KLAC	155,284	$46.9m2.71%	2.71%	Reduced -18.4k	-18,416 -10.6%
8	AMAZON COM INC COM AMZN	AMZN	190,655	$45.4m2.62%	2.62%	Added +1.5k	+1,491 0.8%
9	ALPHABET INC CAP STK CL C GOOG	GOOG	119,882	$42.4m2.45%	2.45%	Reduced -2.4k	-2,369 -1.9%
10	JOHNSON & JOHNSON COM JNJ	JNJ	136,876	$34.8m2.01%	2.01%	Added +1.2k	+1,192 0.9%
11	MASTERCARD INCORPORATED CL A MA	MA	66,426	$34.1m1.97%	1.97%	Added +72	+72 0.1%
12	RTX CORPORATION COM RTX	RTX	177,118	$33.6m1.94%	1.94%	Added +1.0k	+1,041 0.6%
13	JPMORGAN CHASE & CO COM JPM	JPM	95,120	$31.1m1.80%	1.80%	Added +714	+714 0.8%
14	CUMMINS INC COM CMI	CMI	43,396	$31.0m1.79%	1.79%	Reduced -517	-517 -1.2%
15	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	60,475	$30.3m1.75%	1.75%	Reduced -22	-22 -0.0%
16	COSTCO WHSL CORP NEW COM COST	COST	31,554	$29.5m1.70%	1.70%	Added +163	+163 0.5%
17	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	366,668	$29.0m1.67%	1.67%	Added +122.9k	+122,949 50.5%
18	TJX COS INC NEW COM TJX	TJX	179,853	$27.2m1.57%	1.57%	Added +291	+291 0.2%
19	OREILLY AUTOMOTIVE INC COM ORLY	ORLY	290,843	$26.8m1.55%	1.55%	Reduced -2.6k	-2,631 -0.9%
20	GOLDMAN SACHS GROUP INC COM GS	GS	25,727	$26.0m1.50%	1.50%	Reduced -135	-135 -0.5%
21	ARISTA NETWORKS INC COM SHS ANET	ANET	152,264	$25.9m1.49%	1.49%	Added +614	+614 0.4%
22	NVIDIA CORPORATION COM NVDA	NVDA	128,448	$25.7m1.48%	1.48%	Added +3.1k	+3,090 2.5%
23	EATON CORP PLC SHS ETN	ETN	53,283	$22.7m1.31%	1.31%	Added +1.4k	+1,421 2.7%
24	PHILIP MORRIS INTL INC COM PM	PM	120,335	$21.8m1.26%	1.26%	Added +2.2k	+2,231 1.9%
25	META PLATFORMS INC CL A META	META	38,113	$21.5m1.24%	1.24%	Added +988	+988 2.7%
26	CHUBB LIMITED COM CB	CB	62,140	$21.2m1.23%	1.23%	Added +1.1k	+1,072 1.8%
27	PROCTER AND GAMBLE CO COM PG	PG	119,982	$17.6m1.02%	1.02%	Reduced -3.7k	-3,684 -3.0%
28	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	60,760	$17.1m0.99%	0.99%	Added +2.6k	+2,646 4.5%
29	CATERPILLAR INC COM CAT	CAT	15,777	$16.8m0.97%	0.97%	Reduced -460	-460 -2.8%
30	LINDE PLC SHS LIN	LIN	32,001	$16.6m0.96%	0.96%	Added +339	+339 1.1%
31	CHEVRON CORP NEW COM CVX	CVX	99,049	$16.4m0.95%	0.95%	Added +767	+767 0.8%
32	ISHARES TR S&P 500 GRWT ETF IVW	IVW	118,790	$16.3m0.94%	0.94%	Reduced -238	-238 -0.2%
33	STRYKER CORPORATION COM SYK	SYK	51,146	$16.1m0.93%	0.93%	Added +4.2k	+4,209 9.0%
34	ISHARES TR S&P 500 VAL ETF IVE	IVE	69,947	$15.9m0.92%	0.92%	Added +2.2k	+2,245 3.3%
35	MCDONALDS CORP COM MCD	MCD	58,472	$15.8m0.91%	0.91%	Added +1.9k	+1,922 3.4%
36	NETFLIX INC COM NFLX	NFLX	220,366	$15.7m0.91%	0.91%	Added +6.9k	+6,933 3.2%
37	EDWARDS LIFESCIENCES CORP COM EW	EW	165,538	$15.0m0.86%	0.86%	Added +4.7k	+4,699 2.9%
38	COCA COLA CO COM KO	KO	166,416	$13.6m0.79%	0.79%	Reduced -5.0k	-4,957 -2.9%
39	UNION PAC CORP COM UNP	UNP	48,621	$13.2m0.76%	0.76%	Added +220	+220 0.5%
40	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	104,412	$12.9m0.74%	0.74%	Added +1.1k	+1,135 1.1%
41	DISNEY WALT CO COM DIS	DIS	130,047	$12.5m0.72%	0.72%	Reduced -3.0k	-3,006 -2.3%
42	TRANSDIGM GROUP INC COM TDG	TDG	9,233	$12.3m0.71%	0.71%	Added +71	+71 0.8%
43	D R HORTON INC COM DHI	DHI	72,526	$11.8m0.68%	0.68%	Added +4.3k	+4,299 6.3%
44	HOME DEPOT INC COM HD	HD	33,136	$11.7m0.67%	0.67%	Added +294	+294 0.9%
45	ISHARES TR IBONDS 27 ETF IBDS	IBDS	452,252	$11.0m0.63%	0.63%	Added +826	+826 0.2%
46	AON PLC SHS CL A AON	AON	32,104	$10.6m0.61%	0.61%	Added +868	+868 2.8%
47	CURTISS WRIGHT CORP COM CW	CW	13,137	$10.0m0.57%	0.57%	Reduced -257	-257 -1.9%
48	ABBOTT LABS COM ABT	ABT	109,230	$9.9m0.57%	0.57%	Reduced -468	-468 -0.4%
49	ABBVIE INC COM ABBV	ABBV	35,935	$9.0m0.52%	0.52%	Added +720	+720 2.0%
50	ELI LILLY & CO COM LLY	LLY	7,338	$8.8m0.51%	0.51%	Added +1.3k	+1,291 21.4%
51	ISHARES TR CORE S&P SCP ETF IJR	IJR	58,711	$8.7m0.50%	0.50%	Reduced -464	-464 -0.8%
52	PEPSICO INC COM PEP	PEP	61,443	$8.3m0.48%	0.48%	Reduced -2.0k	-1,971 -3.1%
53	LOWES COS INC COM LOW	LOW	35,344	$7.8m0.45%	0.45%	Reduced -2.0k	-2,016 -5.4%
54	EOG RES INC COM EOG	EOG	57,266	$7.4m0.43%	0.43%	Added +1.2k	+1,189 2.1%
55	ISHARES TR CORE S&P MCP ETF IJH	IJH	92,459	$7.1m0.41%	0.41%	Added +833	+833 0.9%
56	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	263,379	$6.7m0.38%	0.38%	Added +65.4k	+65,355 33.0%
57	GE AEROSPACE COM NEW GE	GE	17,420	$6.5m0.38%	0.38%	Reduced -1.5k	-1,532 -8.1%
58	ROCKWELL AUTOMATION INC COM ROK	ROK	12,999	$6.4m0.37%	0.37%	Reduced -266	-266 -2.0%
59	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	8,502	$6.3m0.37%	0.37%	Added +195	+195 2.4%
60	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	28,612	$6.1m0.35%	0.35%	Added +1.8k	+1,802 6.7%
61	HERSHEY CO COM HSY	HSY	33,487	$5.9m0.34%	0.34%	Reduced -3.4k	-3,424 -9.3%
62	FREEPORT-MCMORAN INC CL B FCX	FCX	89,444	$5.6m0.32%	0.32%	Added +6.7k	+6,679 8.1%
63	GE VERNOVA INC COM GEV	GEV	4,783	$5.6m0.32%	0.32%	Reduced -65	-65 -1.3%
64	DEERE & CO COM DE	DE	8,671	$5.5m0.32%	0.32%	Reduced -774	-774 -8.2%
65	FARMERS NATIONAL BANC CORP COM FMNB	FMNB	361,330	$5.3m0.30%	0.30%	Reduced -11.9k	-11,932 -3.2%
66	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	7	$5.2m0.30%	0.30%	Unchanged
67	NORTHROP GRUMMAN CORP COM NOC	NOC	10,178	$5.2m0.30%	0.30%	Reduced -368	-368 -3.5%
68	HUNTINGTON BANCSHARES INC COM HBAN	HBAN	277,169	$5.0m0.29%	0.29%	Added +3.5k	+3,488 1.3%
69	TRANE TECHNOLOGIES PLC SHS TT	TT	9,968	$4.9m0.28%	0.28%	Added +304	+304 3.1%
70	T-MOBILE US INC COM TMUS	TMUS	28,150	$4.7m0.27%	0.27%	Reduced -1.0k	-1,011 -3.5%
71	CIVISTA BANCSHARES INC COM NO PAR CIVB	CIVB	156,384	$4.4m0.25%	0.25%	Reduced -5.7k	-5,744 -3.5%
72	ISHARES TR IBONDS DEC 29 IBDU	IBDU	189,726	$4.4m0.25%	0.25%	Added +49.4k	+49,425 35.2%
73	WALMART INC COM WMT	WMT	38,414	$4.4m0.25%	0.25%	Reduced -1.3k	-1,335 -3.4%
74	ISHARES TR CORE MSCI EAFE IEFA	IEFA	43,595	$4.2m0.24%	0.24%	Added +1.2k	+1,234 2.9%
75	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	16,829	$4.0m0.23%	0.23%	Added +168	+168 1.0%
76	SHERWIN WILLIAMS CO COM SHW	SHW	11,402	$3.9m0.23%	0.23%	Reduced -379	-379 -3.2%
77	MCKESSON CORP COM MCK	MCK	5,032	$3.8m0.22%	0.22%	Reduced -276	-276 -5.2%
78	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	4,828	$3.7m0.21%	0.21%	Added +3	+3 0.1%
79	MERCK & CO INC COM MRK	MRK	28,659	$3.7m0.21%	0.21%	Reduced -1.5k	-1,455 -4.8%
80	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	71,864	$3.7m0.21%	0.21%	Added +7.9k	+7,928 12.4%
81	TELEDYNE TECHNOLOGIES INC COM TDY	TDY	5,461	$3.6m0.21%	0.21%	Reduced -334	-334 -5.8%
82	ISHARES TR IBONDS DEC2026 IBDR	IBDR	150,218	$3.6m0.21%	0.21%	Added +2.2k	+2,239 1.5%
83	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	165,185	$3.6m0.21%	0.21%	Added +36.1k	+36,083 27.9%
84	LUMENTUM HLDGS INC COM LITE	LITE	4,192	$3.6m0.21%	0.21%	Added +113	+113 2.8%
85	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	7,283	$3.5m0.20%	0.20%	Reduced -246	-246 -3.3%
86	NORFOLK SOUTHN CORP COM NSC	NSC	11,042	$3.5m0.20%	0.20%	Added +742	+742 7.2%
87	QUALCOMM INC COM QCOM	QCOM	17,194	$3.2m0.18%	0.18%	Reduced -693	-693 -3.9%
88	AMERICAN EXPRESS CO COM AXP	AXP	9,329	$3.2m0.18%	0.18%	Reduced -401	-401 -4.1%
89	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	13,470	$3.0m0.18%	0.18%	Added +32	+32 0.2%
90	CONOCOPHILLIPS COM COP	COP	28,612	$3.0m0.17%	0.17%	Reduced -3.1k	-3,148 -9.9%
91	LAMAR ADVERTISING CO NEW CL A LAMR	LAMR	18,948	$3.0m0.17%	0.17%	Added +76	+76 0.4%
92	FEDEX CORP COM FDX	FDX	9,383	$2.9m0.17%	0.17%	Reduced -16	-16 -0.2%
93	AIR PRODS & CHEMS INC COM APD	APD	10,018	$2.9m0.17%	0.17%	Reduced -197	-197 -1.9%
94	INTEL CORP COM INTC	INTC	20,446	$2.9m0.16%	0.16%	Added +858	+858 4.4%
95	MARKEL GROUP INC COM MKL	MKL	1,371	$2.7m0.15%	0.15%	Reduced -72	-72 -5.0%
96	TIMKEN CO COM TKR	TKR	18,395	$2.7m0.15%	0.15%	Added +77	+77 0.4%
97	COMCAST CORP NEW CL A CMCSA	CMCSA	105,655	$2.6m0.15%	0.15%	Reduced -7.5k	-7,523 -6.7%
98	EMERSON ELEC CO COM EMR	EMR	17,765	$2.5m0.15%	0.15%	Reduced -1.8k	-1,815 -9.3%
99	ISHARES TR BROAD USD HIGH USHY	USHY	67,477	$2.5m0.14%	0.14%	Added +24.5k	+24,520 57.1%
100	CSX CORP COM CSX	CSX	51,115	$2.4m0.14%	0.14%	Added +1.6k	+1,611 3.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	203,988	$34.6m204.0k shares
HONEYWELL INTL INC		2,625	$1.2m2.6k shares
BOOKING HOLDINGS INC BKNG	BKNG	4,575	$770.5k4.6k shares
REGENERON PHARMACEUTICALS REGN	REGN	882	$681.5k882 shares
TARGA RES CORP TRGP	TRGP	2,230	$559.1k2.2k shares
COINBASE GLOBAL INC COIN	COIN	2,941	$513.5k2.9k shares
QUANTA SVCS INC PWR	PWR	836	$459.0k836 shares
MARSH & MCLENNAN COS INC MRSH	MRSH	2,618	$454.1k2.6k shares
AVIS BUDGET GROUP CAR	CAR	3,003	$438.0k3.0k shares
CAVA GROUP INC CAVA	CAVA	5,400	$436.9k5.4k shares
XCEL ENERGY INC XEL	XEL	5,380	$427.4k5.4k shares
HYATT HOTELS CORP H	H	2,965	$426.3k3.0k shares
WELLTOWER INC WELL	WELL	2,142	$423.4k2.1k shares
MASIMO CORP MASI	MASI	2,360	$419.8k2.4k shares
FOX CORP FOXA	FOXA	7,145	$417.3k7.1k shares
ASTERA LABS INC ALAB	ALAB	3,767	$412.9k3.8k shares
WASTE MGMT INC DEL WM	WM	1,737	$399.1k1.7k shares
TWILIO INC TWLO	TWLO	3,059	$384.9k3.1k shares
UBER TECHNOLOGIES INC UBER	UBER	5,275	$379.4k5.3k shares
MARRIOTT INTL INC NEW MAR	MAR	1,151	$376.5k1.2k shares
SEALED AIR CORP NEW		8,823	$371.0k8.8k shares
CENCORA INC COR	COR	1,179	$370.4k1.2k shares
CARVANA CO CVNA	CVNA	5,875	$369.4k5.9k shares
MEDPACE HLDGS INC MEDP	MEDP	759	$364.5k759 shares
STIFEL FINL CORP SF	SF	4,896	$361.9k4.9k shares