HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MICROSOFT CORP COM |
130,252 | -208 | $54,800 |
| MSFT | 130,252 | -208 | $54,800 |
| APPLE INC COM |
314,991 | -7,129 | $54,015 |
| AAPL | 314,991 | -7,129 | $54,015 |
| MASTERCARD INCORPORATED CL A |
69,032 | -663 | $33,244 |
| MA | 69,032 | -663 | $33,244 |
| AMAZON COM INC COM |
167,280 | +6,901 | $30,174 |
| AMZN | 167,280 | +6,901 | $30,174 |
 BERKSHIRE HATHAWAY INC DEL CL B NEW |
$29,115 | ||
| BRK.B | 57,166 | -1 | $24,039 |
| BRK.A | 8 | UNCH | $5,076 |
| BROADCOM INC COM |
17,575 | -77 | $23,294 |
| AVGO | 17,575 | -77 | $23,294 |
| COSTCO WHOLESALE CORPORATION |
31,703 | +635 | $23,227 |
| COST | 31,703 | +635 | $23,227 |
| OREILLY AUTOMOTIVE INC COM |
20,571 | -481 | $23,222 |
| ORLY | 20,571 | -481 | $23,222 |
| ALPHABET INC CAP STK CL A |
138,768 | +634 | $20,944 |
| GOOGL | 138,768 | +634 | $20,944 |
| NOVO NORDISK A S ADR |
162,718 | -1,053 | $20,893 |
| NVO | 162,718 | -1,053 | $20,893 |
| ALPHABET INC CAP STK CL C |
135,709 | -3,811 | $20,663 |
| GOOG | 135,709 | -3,811 | $20,663 |
| MERCK & CO INC COM |
155,164 | -378 | $20,474 |
| MRK | 155,164 | -378 | $20,474 |
| EXXON MOBIL CORP COM |
165,743 | +3,028 | $19,266 |
| XOM | 165,743 | +3,028 | $19,266 |
| JOHNSON & JOHNSON |
121,402 | +3,459 | $19,205 |
| JNJ | 121,402 | +3,459 | $19,205 |
| PROCTER & GAMBLE COMPANY |
118,065 | -208 | $19,156 |
| PG | 118,065 | -208 | $19,156 |
| JPMORGAN CHASE & CO COM |
90,900 | +184 | $18,207 |
| JPM | 90,900 | +184 | $18,207 |
| TJX COS INC NEW COM |
166,404 | +7,307 | $16,877 |
| TJX | 166,404 | +7,307 | $16,877 |
| RTX CORPORATION COM |
172,325 | +1,843 | $16,807 |
| RTX | 172,325 | +1,843 | $16,807 |
| META PLATFORMS INC CL A |
33,488 | -11,792 | $16,261 |
| META | 33,488 | -11,792 | $16,261 |
| DISNEY WALT CO COM |
128,288 | +70 | $15,697 |
| DIS | 128,288 | +70 | $15,697 |
| CHEVRON CORP NEW COM |
97,291 | +3,417 | $15,347 |
| CVX | 97,291 | +3,417 | $15,347 |
| COMCAST CORP NEW CL A |
340,876 | +7,131 | $14,777 |
| CMCSA | 340,876 | +7,131 | $14,777 |
| LOWES COS INC COM |
57,324 | -3,586 | $14,602 |
| LOW | 57,324 | -3,586 | $14,602 |
| CHUBB LIMITED COM |
55,983 | -56 | $14,507 |
| CB | 55,983 | -56 | $14,507 |
| STRYKER CORPORATION COM |
40,533 | +341 | $14,506 |
| SYK | 40,533 | +341 | $14,506 |
| MCDONALDS CORP COM |
51,231 | +217 | $14,445 |
| MCD | 51,231 | +217 | $14,445 |
| LINDE PLC SHS |
30,433 | -159 | $14,131 |
| LIN | 30,433 | -159 | $14,131 |
| EDWARDS LIFESCIENCES CORP COM |
140,531 | +5,236 | $13,429 |
| EW | 140,531 | +5,236 | $13,429 |
| INTERCONTINENTAL EXCHANGE INC COM (ICE) |
94,992 | +524 | $13,055 |
| ICE | 94,992 | +524 | $13,055 |
| COCA COLA CO COM |
210,599 | -24,343 | $12,884 |
| KO | 210,599 | -24,343 | $12,884 |
| CONOCOPHILLIPS COM |
100,159 | +2,664 | $12,748 |
| COP | 100,159 | +2,664 | $12,748 |
| PEPSICO INC. |
72,486 | -5,077 | $12,686 |
| PEP | 72,486 | -5,077 | $12,686 |
| HOME DEPOT INC COM |
32,480 | +566 | $12,459 |
| HD | 32,480 | +566 | $12,459 |
| CUMMINS INC COM |
41,902 | +714 | $12,346 |
| CMI | 41,902 | +714 | $12,346 |
| NETFLIX INC COM |
17,831 | +17,336 | $10,829 |
| NFLX | 17,831 | +17,336 | $10,829 |
| ABBOTT LABS COM |
95,200 | +806 | $10,820 |
| ABT | 95,200 | +806 | $10,820 |
| UNION PAC CORP COM |
43,692 | +1,437 | $10,745 |
| UNP | 43,692 | +1,437 | $10,745 |
| GOLDMAN SACHS GROUP INC COM |
25,689 | +211 | $10,730 |
| GS | 25,689 | +211 | $10,730 |
| DELL TECHNOLOGIES INC CL C |
92,894 | +89,140 | $10,600 |
| DELL | 92,894 | +89,140 | $10,600 |
| UNITEDHEALTH GROUP INC COM |
20,623 | +19,109 | $10,202 |
| UNH | 20,623 | +19,109 | $10,202 |
| EMERSON ELEC CO COM |
85,110 | -11,222 | $9,653 |
| EMR | 85,110 | -11,222 | $9,653 |
| PHILIP MORRIS INTL INC COM |
104,125 | +7,306 | $9,540 |
| PM | 104,125 | +7,306 | $9,540 |
| ADOBE INC COM |
18,780 | +527 | $9,476 |
| ADBE | 18,780 | +527 | $9,476 |
| SALESFORCE INC COM |
30,552 | +2,607 | $9,202 |
| CRM | 30,552 | +2,607 | $9,202 |
| TEXAS INSTRS INC COM |
52,548 | +2,003 | $9,154 |
| TXN | 52,548 | +2,003 | $9,154 |
| BOEING CO COM |
46,102 | +2,007 | $8,897 |
| BA | 46,102 | +2,007 | $8,897 |
| D R HORTON INC COM |
53,103 | +6,847 | $8,738 |
| DHI | 53,103 | +6,847 | $8,738 |
| VANGUARD SHORT TERM CORPORATE BOND ETF (VCSH) |
104,399 | +1,934 | $8,071 |
| VCSH | 104,399 | +1,934 | $8,071 |
| HERSHEY CO COM |
41,095 | -1,151 | $7,993 |
| HSY | 41,095 | -1,151 | $7,993 |
| AON PLC SHS CL A |
23,740 | +2,174 | $7,923 |
| AON | 23,740 | +2,174 | $7,923 |
See Full List: All Stocks Held By Beese Fulmer Investment Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Beese Fulmer Investment Management Inc.
|
Size ($ in 1000's)
At 03/31/2024: $1,062,867 At 12/31/2023: $965,617 Beese Fulmer Investment Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Beese Fulmer Investment Management Inc. 13F filings. Link to 13F filings: SEC filings |
