BEESE FULMER INVESTMENT MANAGEMENT, INC.

13F filer, CIK 911274, CANTON, OH

BEESE FULMER INVESTMENT MANAGEMENT, INC. reported $1,164,304,387 across 233 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-22. Its ten largest share positions make up 30.17% of the portfolio.

Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0000911274-24-000006

Period: 2024-09-30
Reported value: $1.16B
Holdings: 233
Top 10 weight: 30.17%
New: 13
Sold out: 3

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOadded	+161,749	$27.9M
KLACnew	+19,189	$14.9M
SPYadded	+1,786	$1.02M
VCSHadded	+9,135	$726K
ETNadded	+2,018	$669K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
ROPreduced	-10,106	-$5.62M
BDXreduced	-19,516	-$4.71M
AAPLreduced	-3,667	-$854K
COSTreduced	-593	-$526K
EWreduced	-7,899	-$521K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0000911274-24-000006, largest first. % of portfolio is the value over $1,164,304,393, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
AAPLAPPLE INC	310,744	$72.4M	6.22%	-3,667	Timeline
MSFTMICROSOFT CORP	132,017	$56.8M	4.88%	+352	Timeline
MAMASTERCARD INCORPORATED	68,543	$33.8M	2.91%	-640	Timeline
AMZNAMAZON COM INC	176,250	$32.8M	2.82%	+2,513	Timeline
AVGOBROADCOM INC	179,414	$30.9M	2.66%	+161,749	Timeline
COSTCOSTCO WHOLESALE CORPORATION	31,088	$27.6M	2.37%	-593	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	57,943	$26.7M	2.29%	+435	Timeline
GOOGLALPHABET INC	145,796	$24.2M	2.08%	+1,745	Timeline
ORLYOREILLY AUTOMOTIVE INC	20,534	$23.6M	2.03%	-173	Timeline
XOMEXXON MOBIL CORP	190,557	$22.3M	1.92%	+1,138	Timeline
GOOGALPHABET INC	132,956	$22.2M	1.91%	-1,254	Timeline
RTXRTX CORPORATION	174,970	$21.2M	1.82%	-593	Timeline
PGPROCTER & GAMBLE CO	119,206	$20.6M	1.77%	+180	Timeline
JNJJOHNSON & JOHNSON	125,084	$20.3M	1.74%	+679	Timeline
TJXTJX COS INC NEW	169,430	$19.9M	1.71%	-240	Timeline
METAMETA PLATFORMS INC	34,505	$19.8M	1.7%	+371	Timeline
NVONOVO-NORDISK A S	163,608	$19.5M	1.67%	-210	Timeline
JPMJPMORGAN CHASE & CO	92,096	$19.4M	1.67%	-39	Timeline
MRKMERCK & CO INC	160,577	$18.2M	1.57%	+2,058	Timeline
CRMSALESFORCE INC	64,245	$17.6M	1.51%	+600	Timeline
CBCHUBB LIMITED	57,138	$16.5M	1.42%	+125	Timeline
MCDMCDONALDS CORP	51,561	$15.7M	1.35%	-398	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	97,078	$15.6M	1.34%	+296	Timeline
SYKSTRYKER CORPORATION	42,193	$15.2M	1.31%	+328	Timeline
KLACKLA CORP	19,189	$14.9M	1.28%	new	Timeline
LINLINDE PLC	30,473	$14.5M	1.25%	-102	Timeline
NFLXNETFLIX INC.	20,139	$14.3M	1.23%	+413	Timeline
CVXCHEVRON CORPORATION	96,809	$14.3M	1.22%	-835	Timeline
CMICUMMINS INC	42,835	$13.9M	1.19%	+59	Timeline
KOCOCA COLA CO	189,052	$13.6M	1.17%	-6,512	Timeline
PMPHILIP MORRIS INTL INC	110,565	$13.4M	1.15%	+478	Timeline
UNHUNITEDHEALTH GROUP INC	22,760	$13.3M	1.14%	+279	Timeline
ETNEATON CORP PLC	39,961	$13.2M	1.14%	+2,018	Timeline
ARISTA NETWORKS INCARISTA NETWORKS INC	33,746	$13M	1.11%	+652
HDHOME DEPOT INC	31,076	$12.6M	1.08%	-343	Timeline
GSGOLDMAN SACHS GROUP INC	25,156	$12.5M	1.07%	-147	Timeline
CMCSACOMCAST CORP NEW	297,089	$12.4M	1.07%	-11,776	Timeline
DISDISNEY WALT CO	126,590	$12.2M	1.05%	-1,579	Timeline
DELLDELL TECHNOLOGIES INC	97,881	$11.6M	1%	+2,900	Timeline
PEPPEPSICO INC	68,094	$11.6M	0.99%	-2,406	Timeline
TXNTEXAS INSTRS INC	55,293	$11.4M	0.98%	+767	Timeline
UNPUNION PAC CORP	45,463	$11.2M	0.96%	+220	Timeline
LOWLOWES COS INC	40,377	$10.9M	0.94%	-323	Timeline
COPCONOCOPHILLIPS	103,655	$10.9M	0.94%	+35	Timeline
ABTABBOTT LABORATORIES	95,394	$10.9M	0.93%	-498	Timeline
DHID R HORTON INC	56,831	$10.8M	0.93%	-1,614	Timeline
ADBEADOBE INC	20,021	$10.4M	0.89%	+290	Timeline
IRINGERSOLL RAND INC	94,785	$9.3M	0.8%	+2,982	Timeline
EWEDWARDS LIFESCIENCES CORP	140,025	$9.24M	0.79%	-7,899	Timeline
VCSHVANGUARD SCOTTSDALE FDS	115,787	$9.2M	0.79%	+9,135	Timeline
AONAON PLC	25,254	$8.74M	0.75%	+487	Timeline
HSYHERSHEY CO	41,805	$8.02M	0.69%	-1,140	Timeline
ABBVABBVIE INC	35,318	$6.97M	0.6%	-308	Timeline
EOGEOG RES INC	53,643	$6.59M	0.57%	+910	Timeline
CATCATERPILLAR INC	16,156	$6.32M	0.54%	-328	Timeline
NOCNORTHROP GRUMMAN CORP	10,675	$5.64M	0.48%	-39	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	8	$5.53M	0.47%	0	Timeline
FMNBFARMERS NATIONAL BANC CORP	352,251	$5.33M	0.46%	-3,860	Timeline
SHWSHERWIN WILLIAMS CO	13,349	$5.09M	0.44%	-210	Timeline
CWCURTISS WRIGHT CORP	14,886	$4.89M	0.42%	-66	Timeline
AXPAMERICAN EXPRESS CO	15,210	$4.12M	0.35%	-163	Timeline
ADPAUTOMATIC DATA PROCESSING IN	14,571	$4.03M	0.35%	-40	Timeline
DEDEERE & CO	9,329	$3.89M	0.33%	-25	Timeline
NVDANVIDIA CORPORATION	31,018	$3.77M	0.32%	-2,482	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	6,532	$3.75M	0.32%	+1,786	Timeline
TTTRANE TECHNOLOGIES PLC	9,494	$3.69M	0.32%	-140	Timeline
ROKROCKWELL AUTOMATION INC	13,069	$3.51M	0.3%	-50	Timeline
HBANHUNTINGTON BANCSHARES INC	222,581	$3.27M	0.28%	-4,818	Timeline
FCXFREEPORT MCMORAN INC	65,107	$3.25M	0.28%	+3,689	Timeline
CIVBCIVISTA BANCSHARES INC	176,681	$3.15M	0.27%	-4,900	Timeline
APDAIR PRODUCTS AND CHEMICALS I	10,130	$3.02M	0.26%	-119	Timeline
GEGE AEROSPACE	15,170	$2.86M	0.25%	-457	Timeline
TDGTRANSDIGM GROUP INC	1,985	$2.83M	0.24%	+48	Timeline
MCKMCKESSON CORP	5,636	$2.79M	0.24%	-204	Timeline
TDYTELEDYNE TECHNOLOGIES INC	6,316	$2.76M	0.24%	0	Timeline
LAMRLAMAR ADVERTISING CO	20,332	$2.72M	0.23%	-341	Timeline
EMREMERSON ELEC CO	24,801	$2.71M	0.23%	-163	Timeline
QCOMQUALCOMM INC	15,946	$2.71M	0.23%	-58	Timeline
VIGVANGUARD SPECIALIZED FUNDS	12,282	$2.43M	0.21%	+502	Timeline
KMPRKEMPER CORP	39,542	$2.42M	0.21%	0	Timeline
MKLMARKEL GROUP INC	1,507	$2.36M	0.2%	0	Timeline
IBMINTERNATIONAL BUSINESS MACHS	10,172	$2.25M	0.19%	-226	Timeline
FDXFEDEX CORP	7,843	$2.15M	0.18%	+146	Timeline
SLBSLB LIMITED	50,148	$2.1M	0.18%	-3,781	Timeline
NSCNORFOLK SOUTHN CORP	8,224	$2.04M	0.18%	-250	Timeline
CSXCSX CORP	58,986	$2.04M	0.17%	-347	Timeline
DDOMINION ENERGY INC	34,031	$1.97M	0.17%	-2,581	Timeline
BDXBECTON DICKINSON & CO	7,795	$1.88M	0.16%	-19,516	Timeline
VZVERIZON COMMUNICATIONS INC	41,477	$1.86M	0.16%	-1,383	Timeline
VTIVANGUARD INDEX FDS	6,410	$1.81M	0.16%	+79	Timeline
WMTWALMART INC	22,430	$1.81M	0.16%	+490	Timeline
SJMSMUCKER J M CO	14,510	$1.76M	0.15%	-1,475	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	9,752	$1.69M	0.15%	-415	Timeline
MDLZMONDELEZ INTL INC	22,849	$1.68M	0.14%	-101	Timeline
AXONAXON ENTERPRISE INC	4,141	$1.65M	0.14%	-35	Timeline
AEPAMERICAN ELEC PWR CO INC	15,929	$1.63M	0.14%	+34	Timeline
TAT&T INC	72,780	$1.6M	0.14%	-2,143	Timeline
PFEPFIZER INC	55,066	$1.59M	0.14%	-218	Timeline
CARRCARRIER GLOBAL CORPORATION	19,244	$1.55M	0.13%	-151	Timeline
FITBFIFTH THIRD BANCORP	35,916	$1.54M	0.13%	+200	Timeline
LLOEWS CORP	19,395	$1.53M	0.13%	0	Timeline
GDGENERAL DYNAMICS CORP	4,788	$1.45M	0.12%	0	Timeline
GISGENERAL MILLS INC	18,923	$1.4M	0.12%	-827	Timeline
CPAYCORPAY INC	4,447	$1.39M	0.12%	0	Timeline
WFCWELLS FARGO & CO	23,824	$1.35M	0.12%	-1,061	Timeline
CRWDCROWDSTRIKE HLDGS INC	4,730	$1.33M	0.11%	0	Timeline
SHELSHELL PLC	19,949	$1.32M	0.11%	0	Timeline
BABOEING CO	8,630	$1.31M	0.11%	-219	Timeline
BMYBRISTOL-MYERS SQUIBB CO	25,191	$1.3M	0.11%	-724	Timeline
TKRTIMKEN CO	15,208	$1.28M	0.11%	+155	Timeline
VUSBVANGUARD BD INDEX FDS	25,570	$1.28M	0.11%	-1,225	Timeline
ORCLORACLE CORP	7,369	$1.26M	0.11%	0	Timeline
VVISA INC	4,450	$1.22M	0.11%	+19	Timeline
AMGNAMGEN INC	3,613	$1.16M	0.1%	-170	Timeline
IVVISHARES TR	1,980	$1.14M	0.1%	+634	Timeline
UPSUNITED PARCEL SVCS INC	8,109	$1.11M	0.09%	-280	Timeline
VBVANGUARD INDEX FDS	4,552	$1.08M	0.09%	-1,675	Timeline
EBCEASTERN BANKSHARES INC	65,200	$1.07M	0.09%	0	Timeline
MOALTRIA GROUP INC	20,412	$1.04M	0.09%	-115	Timeline
GLDSPDR GOLD TR	4,226	$1.03M	0.09%	-10	Timeline
MSMORGAN STANLEY	9,708	$1.01M	0.09%	0	Timeline
RSGREPUBLIC SVCS INC	4,689	$942K	0.08%	0	Timeline
ADSKAUTODESK INC	3,339	$920K	0.08%	-963	Timeline
GEVGE VERNOVA INC	3,600	$918K	0.08%	-207	Timeline
JCIJOHNSON CONTROLS INTERNATION	11,412	$886K	0.08%	0	Timeline
KEYKEYCORP	51,443	$862K	0.07%	-390	Timeline
VTVVANGUARD INDEX FDS	4,849	$846K	0.07%	+202	Timeline
ZTSZOETIS INC	4,191	$819K	0.07%	-200	Timeline
SYFSYNCHRONY FINANCIAL	15,957	$796K	0.07%	0	Timeline
PNCPNC FINL SVCS GROUP INC	4,285	$792K	0.07%	+322	Timeline
ISRGINTUITIVE SURGICAL INC	1,532	$753K	0.06%	-89	Timeline
IWFISHARES TR	1,956	$734K	0.06%	0	Timeline
IWRISHARES TR	7,804	$688K	0.06%	0	Timeline
LMTLOCKHEED MARTIN CORP	1,136	$664K	0.06%	0	Timeline
VUGVANGUARD INDEX FDS	1,692	$650K	0.06%	+5	Timeline
TFCTRUIST FINL CORP	14,976	$641K	0.06%	+442	Timeline
FSBWFS BANCORP INC	14,390	$640K	0.05%	0	Timeline
CSCOCISCO SYS INC	12,017	$640K	0.05%	-300	Timeline
ROPROPER TECHNOLOGIES INC	1,143	$636K	0.05%	-10,106	Timeline
KMIKINDER MORGAN INC DEL	27,693	$612K	0.05%	+1,000	Timeline
STSENSATA TECHNOLOGIES HLDG PL	16,969	$609K	0.05%	-1,910	Timeline
WMBWILLIAMS COS INC	12,900	$589K	0.05%	0	Timeline
MINTPIMCO ETF TR	5,671	$571K	0.05%	-100	Timeline
SFBCSOUND FINL BANCORP INC	10,530	$563K	0.05%	0	Timeline
ELSEQUITY LIFESTYLE PROPERTIES	7,795	$556K	0.05%	-138	Timeline
MPCMARATHON PETE CORP	3,385	$551K	0.05%	0	Timeline
IWMISHARES TR	2,490	$550K	0.05%	+75	Timeline
LLYELI LILLY & CO	609	$540K	0.05%	+5	Timeline
NEENEXTERA ENERGY INC	6,304	$533K	0.05%	-353	Timeline
PDLBPONCE FINANCIAL GROUP INC	45,557	$533K	0.05%	0	Timeline
BPBP PLC	16,938	$532K	0.05%	-1,000	Timeline
SBUXSTARBUCKS CORP	5,439	$530K	0.05%	-11	Timeline
DUKDUKE ENERGY CORP NEW	4,398	$507K	0.04%	0	Timeline
PHPARKER-HANNIFIN CORP	791	$500K	0.04%	0	Timeline
EFAISHARES TR	5,956	$498K	0.04%	-3,883	Timeline
TSCOTRACTOR SUPPLY CO	1,672	$486K	0.04%	-252	Timeline
QQQINVESCO QQQ TR	993	$485K	0.04%	+62	Timeline
MCOMOODYS CORP	1,000	$475K	0.04%	0	Timeline
RMBIRICHMOND MUT BANCORPORATION	35,877	$463K	0.04%	0	Timeline
VWOVANGUARD INTL EQUITY INDEX F	9,633	$461K	0.04%	-1	Timeline
GEHCGE HEALTHCARE TECHNOLOGIES I	4,893	$459K	0.04%	-253	Timeline
MMM3M CO	3,350	$458K	0.04%	0	Timeline
UNILEVER PLCUNILEVER PLC	7,032	$457K	0.04%	0
JMSTJ P MORGAN EXCHANGE TRADED F	8,945	$456K	0.04%	0	Timeline
INTCINTEL CORP	18,823	$442K	0.04%	-2,949	Timeline
SOSOUTHERN CO	4,885	$441K	0.04%	0	Timeline
TGTTARGET CORP	2,800	$436K	0.04%	-53	Timeline
TSLATESLA INC	1,667	$436K	0.04%	-344	Timeline
PYPLPAYPAL HLDGS INC	5,189	$405K	0.03%	-320	Timeline
FEFIRSTENERGY CORP	9,054	$402K	0.03%	+43	Timeline
PBTPERMIAN BASIN RTY TR	33,217	$394K	0.03%	0	Timeline
AFLAFLAC INC	3,522	$394K	0.03%	0	Timeline
KVUEKENVUE INC	16,802	$389K	0.03%	-265	Timeline
NOWSERVICENOW INC	434	$388K	0.03%	-112	Timeline
CINFCINCINNATI FINL CORP	2,809	$382K	0.03%	0	Timeline
MELIMERCADOLIBRE INC	181	$371K	0.03%	+9	Timeline
GSSTGOLDMAN SACHS ETF TR	7,179	$364K	0.03%	0	Timeline
RPMRPM INTL INC	2,996	$363K	0.03%	0	Timeline
FOXAFOX CORP	8,529	$361K	0.03%	0	Timeline
CAHCARDINAL HEALTH INC	3,215	$355K	0.03%	-500	Timeline
HONHONEYWELL INTL INC	1,685	$348K	0.03%	0	Timeline
WMWASTE MGMT INC DEL	1,635	$339K	0.03%	0	Timeline
OEFISHARES TR	1,210	$335K	0.03%	0	Timeline
ESSA BANCORP INC COMESSA BANCORP INC COM	17,097	$329K	0.03%	0
WBDWARNER BROS DISCOVERY INC	39,624	$327K	0.03%	-1,273	Timeline
BSVVANGUARD BD INDEX FDS	4,111	$323K	0.03%	-289	Timeline
QUALISHARES TR	1,800	$323K	0.03%	0	Timeline
TIGOMILLICOM INTL CELLULAR S A	11,885	$322K	0.03%	0	Timeline
BBTBEACON FINANCIAL CORP.	11,696	$315K	0.03%	0	Timeline
MDTMEDTRONIC PLC	3,357	$302K	0.03%	-1,082	Timeline
QDFFLEXSHARES TR	4,090	$293K	0.03%	0	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	5,060	$292K	0.03%	+10	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	466	$288K	0.02%	+1	Timeline
COFCAPITAL ONE FINL CORP	1,925	$288K	0.02%	0	Timeline
DGROISHARES TR	4,593	$288K	0.02%	0	Timeline
LBTYKLIBERTY GLOBAL LTD	13,209	$285K	0.02%	-1,177	Timeline
ENTERPRISE BANCORP INC MASS…ENTERPRISE BANCORP INC MASS COM	8,850	$283K	0.02%	0
BACBANK OF AMER CORP	7,001	$278K	0.02%	0	Timeline
DVADAVITA INC	1,675	$275K	0.02%	0	Timeline
CMECME GROUP INC	1,240	$274K	0.02%	-50	Timeline
CZWICITIZENS CMNTY BANCORP INC M	18,778	$266K	0.02%	0	Timeline
SDYSPDR SERIES TRUST	1,795	$255K	0.02%	0	Timeline
WECWEC ENERGY GROUP INC	2,628	$253K	0.02%	0	Timeline
CVSCVS HEALTH CORP	3,946	$248K	0.02%	-880	Timeline
AWKAMERICAN WTR WKS CO INC NEW	1,694	$248K	0.02%	0	Timeline
CLCOLGATE PALMOLIVE CO	2,339	$243K	0.02%	0	Timeline
ORRFORRSTOWN FINL SVCS INC	6,737	$242K	0.02%	new	Timeline
KKELLANOVA	2,950	$238K	0.02%	new	Timeline
XLISELECT SECTOR SPDR TR	1,754	$238K	0.02%	-6	Timeline
MTUSMETALLUS INC	15,687	$233K	0.02%	0	Timeline
HTBHOMETRUST BANCSHARES INC	6,800	$232K	0.02%	0	Timeline
CCNECNB FINL CORP PA	9,400	$226K	0.02%	new	Timeline
NVSNOVARTIS AG	1,960	$225K	0.02%	0	Timeline
USMVISHARES TR	2,442	$223K	0.02%	0	Timeline
ACNACCENTURE PLC IRELAND	617	$218K	0.02%	new	Timeline
SPGIS&P GLOBAL INC	422	$218K	0.02%	new	Timeline
AVNTAVIENT CORPORATION	4,315	$217K	0.02%	new	Timeline
SUSUNCOR ENERGY INC NEW	5,870	$217K	0.02%	-380	Timeline
FBIZFIRST BUSINESS FINL SVCS INC	4,750	$217K	0.02%	new	Timeline
PSXPHILLIPS 66	1,638	$215K	0.02%	0	Timeline
PHOINVESCO EXCHANGE TRADED FD T	3,033	$214K	0.02%	new	Timeline
RSPINVESCO EXCHANGE TRADED FD T	1,188	$213K	0.02%	new	Timeline
IVWISHARES TR	2,132	$204K	0.02%	new	Timeline
UBERUBER TECHNOLOGIES INC	2,715	$204K	0.02%	new	Timeline
HTHHILLTOP HLDGS INC	6,320	$203K	0.02%	new	Timeline
ROOKLINE BANCORP INC DELROOKLINE BANCORP INC DEL	19,368	$195K	0.02%	-1,964
HARBORONE BANCORP INC NEWHARBORONE BANCORP INC NEW	14,557	$189K	0.02%	0
AMERICAN AIRLINES GROUP INCAMERICAN AIRLINES GROUP INC	175,000	$179K	0.02%	0
BANCBANC OF CALIFORNIA INC	10,220	$151K	0.01%	0	Timeline
LOANMANHATTAN BRDG CAP INC	129,981	$130K	0.01%	+45,222	Timeline
BSBKBOGOTA FINL CORP	15,350	$127K	0.01%	-1,200	Timeline
WNEBWESTERN NEW ENG BANCORP INC	11,933	$101K	0.01%	0	Timeline
ASRVAMERISERV FINL INC	11,000	$28.7K	<0.01%	0	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
JPSTJ P MORGAN EXCHANGE TRADED F	7,850	$396K	shares
PANWPALO ALTO NETWORKS INC	639	$217K	shares
VTIPVANGUARD MALVERN FDS	4,165	$202K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0000911274-24-000006	base		2024-10-22	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC