BEESE FULMER INVESTMENT MANAGEMENT, INC. — 13F holdings

BEESE FULMER INVESTMENT MANAGEMENT, INC. reported 356 holdings worth $1.76B in its 13F filing for Q3 2026, filed October 23, 2026.

Largest positions

1. AAPL APPLE INC — $107M (6.0%)
2. DELL DELL TECHNOLOGIES INC — $85.0M (4.8%)
3. MSFT MICROSOFT CORP — $74.3M (4.2%)
4. AVGO BROADCOM INC — $57.9M (3.3%)
5. GOOGL ALPHABET INC — $52.4M (3.0%)
6. AMZN AMAZON COM INC — $47.9M (2.7%)
7. MU MICRON TECHNOLOGY INC — $45.0M (2.6%)
8. GOOG ALPHABET INC — $40.4M (2.3%)
9. JNJ JOHNSON & JOHNSON — $36.7M (2.1%)
10. MA MASTERCARD INCORPORATED — $36.5M (2.1%)