Titelia

Holdings of BEESE FULMER INVESTMENT MANAGEMENT, INC.

410 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 29.7 % of the equity sleeve

Sector breakdown

  • Technology 22.9 %
  • Financials 10.8 %
  • Industrials 10.4 %
  • Consumer discretionary 10.1 %
  • Communication 10.0 %
  • Health care 8.3 %
  • Consumer staples 7.3 %
  • Energy 3.8 %
  • Funds 1.7 %
  • Materials 0.9 %
  • Utilities 0.5 %
  • Real estate 0.1 %
  • Unattributed 13.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • TW 0.2 %
  • GB 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4071.5B $99.67 %
2TW12.6M $0.17 %
3GB22.4M $0.16 %

Positions

RankCompanySharesValueWeight
201iShares Core MSCI Emerging Markets ETF 6,771472.3K $
202FirstEnergy Corp 9,226467.4K $
203Richmond Mutual BanCorp Inc 34,238464.6K $
204Permian Resources Corp 21,759463.9K $
205VanEck Gold Miners ETF/USA 5,050463.4K $
206Zoetis Inc 3,888459.6K $
207Quanta Services Inc 836459K $
208Roper Technologies Inc 1,296458.6K $
209Target Corp 3,777457.7K $
210Booz Allen Hamilton Holding Corp 5,851456.6K $
211Marsh & McLennan Cos Inc 2,618454.1K $
212Dow Inc 10,816450.5K $
213Duke Energy Corp 3,431449.3K $
214Coherent Corp 1,875446.6K $
215Fortinet Inc 5,454445.7K $
216Select Sector Spdr Trust 2,750444.8K $
217Citizens Financial Group Inc 7,383442.7K $
218Avis Budget Group Inc 3,003438K $
219Cava Group Inc 5,400436.9K $
220BioMarin Pharmaceutical Inc 7,606429.7K $
221Cincinnati Financial Corp 2,723428.5K $
222Xcel Energy Inc 5,380427.4K $
223Hyatt Hotels Corp 2,965426.3K $
224Welltower Inc 2,142423.4K $
225Masimo Corp 2,360419.8K $
226iShares Trust 2,188419.6K $
227PIMCO Enhanced Short Maturity 4,161418.5K $
228Fox Corp 7,145417.3K $
229Astera Labs Inc 3,767412.9K $
230Ishares S&p 100 Etf 1,281407.4K $
231ITT Inc 2,116403.8K $
232Textron Inc 4,610403.7K $
233Waste Management Inc 1,737399.1K $
234Unilever PLC 6,889396.3K $
235Palantir Technologies Inc 2,647387.2K $
236Applied Materials Inc 1,129385.9K $
237WesBanco Inc 11,064385.8K $
238Twilio Inc 3,059384.9K $
239Vanguard International Equity Index Funds 7,084382.9K $
240Novartis AG 2,490380.3K $
241Uber Technologies Inc 5,275379.4K $
242Marriott International Inc/MD 1,151376.5K $
243EchoStar Corp 3,214376.3K $
244Five Below Inc 1,645375.9K $
245Goldman Sachs Nasdaq-100 Premium Income ETF 7,531372.7K $
246Southern Co/The 3,858372.3K $
247Citizens Community Bancorp Inc/WI 18,794372.1K $
248Alcoa Corp 5,602371.6K $
249Sealed Air Corp 8,823371K $
250Cencora Inc 1,179370.4K $
251DraftKings Inc 17,093369.6K $
252Carvana Co 1,175369.4K $
253Medpace Holdings Inc 759364.5K $
254Stifel Financial Corp 4,896361.9K $
255Deckers Outdoor Corp 3,584358.7K $
256HEICO Corp 1,303357.3K $
257Travelers Cos Inc/The 1,210352.9K $
258United Therapeutics Corp 594352.2K $
259KKR & Co Inc 3,802351.7K $
260Hilton Worldwide Holdings Inc 1,152350.3K $
261Darden Restaurants Inc 1,784349.7K $
262Blackrock Inc 362348.1K $
263Vanguard Large-Cap ETF 1,162347.2K $
264Neurocrine Biosciences Inc 2,634347K $
265Adobe Inc 1,425346.4K $
266VANGUARD ENERGY ETF VANGUARD ENERGY ETF 2,000346.1K $
267Exelixis Inc 8,053345.4K $
268Moody's Corp 787343.3K $
269W R Berkley Corp 5,130340K $
270CME Group Inc 1,141337K $
271Ameriprise Financial Inc 756336K $
272Dollar General Corp 2,811333.8K $
273Illinois Tool Works Inc 1,256329K $
274iShares Biotechnology ETF 1,945328.4K $
275Dave & Buster's Entertainment Inc 30,165326.7K $
276iShares Core Dividend Growth ETF 4,619324.2K $
277EQT Corp 5,061322.1K $
278Beacon Financial Corp 10,660319.8K $
279Prologis Inc 2,410318.6K $
280Henry Schein Inc 4,265314.3K $
281Lincoln Electric Holdings Inc 1,260313.9K $
282Otis Worldwide Corp 4,072313.9K $
283TopBuild Corp 890312.7K $
284FS Bancorp Inc 8,100312.6K $
285Ulta Beauty Inc 595311K $
286Tyson Foods Inc 4,847310.5K $
287TD SYNNEX Corp 1,826308.1K $
288Chipotle Mexican Grill Inc 9,623308K $
289Match Group Inc 10,013307.5K $
290Cadence Design Systems Inc 1,102306.2K $
291Robinhood Markets Inc 4,379303.5K $
292Dutch Bros Inc 5,943301.1K $
293Halliburton Co 7,685299.6K $
294State Street SPDR S&P Dividend ETF 2,025295.5K $
295MetLife Inc 4,173295.1K $
296Equifax Inc 1,612290.3K $
297Progressive Corp/The 1,463290.1K $
298Delta Air Lines Inc 4,354289.5K $
299Vanguard Short-term Bond Etf 3,681288.6K $
300State Street Utilities Select Sector SPDR ETF 6,270287.7K $