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
301Tractor Supply Co 6,336287K $
302IDEXX Laboratories Inc 510286.6K $
303Metallus Inc 17,522286.3K $
304Snowflake Inc 1,896286K $
305Toro Co/The 3,022283.6K $
306MarketAxess Holdings Inc 1,711282.3K $
307Aramark 6,963282.3K $
308Brown & Brown Inc 4,285279.4K $
309Vanguard FTSE Developed Markets ETF 4,344278.3K $
310New York Times Co/The 3,312277.3K $
311Goldman Sachs ETF Trust 5,462273.3K $
312Reinsurance Group of America Inc 1,333272.1K $
313Thermo Fisher Scientific Inc 553272K $
314Apellis Pharmaceuticals Inc 6,748271.5K $
315Super Micro Computer Inc 11,882270.6K $
316iShares Core S&P Total U.S. Stock Market ETF 1,882268.1K $
317CarMax Inc 6,426267.2K $
318AST SpaceMobile Inc 3,209265.9K $
319Cigna Group/The 993264.9K $
320WW Grainger Inc 241262.9K $
321Citigroup Inc 2,314262.4K $
322Best Buy Co Inc 4,024262.2K $
323Crown Castle Inc 3,222262K $
324Waters Corp 878261.5K $
325Labcorp Holdings Inc 970258.8K $
326First Business Financial Services Inc 4,786258.1K $
327Omnicom Group Inc 3,383257.8K $
328Vulcan Materials Co 945257.3K $
329Mueller Industries Inc 2,318256.8K $
330Texas Roadhouse Inc 1,555256.8K $
331State Street Spdr Dow Jones Industrial Average Etf Trust 552256.4K $
332Monolithic Power Systems Inc 234255.8K $
333Shift4 Payments Inc 5,797253.5K $
334iShares Global 100 ETF 2,082251.9K $
335QXO Inc 12,967251.8K $
336Acadia Healthcare Co Inc 10,741251.2K $
337Lam Research Corp 1,170250.4K $
338ATI Inc 1,717249.8K $
339Yum! Brands Inc 1,584246.3K $
340Entergy Corp 2,189246K $
341Jones Lang LaSalle Inc 808245.9K $
342Monster Beverage Corp 3,374244.5K $
343Cooper Cos Inc/The 3,415244.2K $
344WEX Inc 1,590243.3K $
345NIKE Inc 4,579243.2K $
346iShares Bitcoin Trust ETF 6,315242.6K $
347Orrstown Financial Services Inc 6,717242.3K $
348Iron Mountain Inc 2,350242.1K $
349Antero Resources Corp 5,659240.2K $
350HomeTrust Bancshares Inc 5,602238.9K $
351Nutanix Inc 6,266238.2K $
352Mohawk Industries Inc 2,417238K $
353MSCI Inc 437235.5K $
354Hewlett Packard Enterprise Co 9,880235.2K $
355CF Industries Holdings Inc 1,810235.1K $
356Dover Corp 1,124234.4K $
357DoorDash Inc 1,549232.6K $
358API Group Corp 5,736232.4K $
359iShares Trust 10,356232.3K $
360MongoDB Inc 947231.8K $
361Range Resources Corp 5,122231.4K $
362Tenet Healthcare Corp 1,223230.8K $
363HF Sinclair Corp 3,687230K $
364Bentley Systems Inc 6,543229.8K $
365iShares MSCI USA Min Vol Factor ETF 2,442226.5K $
366Kimberly-Clark Corp 2,306225.6K $
367Arrow Electronics Inc 1,573225.6K $
368General Motors Co 3,025225.4K $
369Equity LifeStyle Properties Inc 3,494222K $
370Crane Co 1,297221.8K $
371ProShares Trust 2,089221.5K $
372Evercore Inc 741221.2K $
373Evergy Inc 2,685220K $
374Huntington Ingalls Industries, Inc. 575218.4K $
375SiteOne Landscape Supply Inc 1,637217.9K $
376Bath & Body Works Inc 11,592216.4K $
377Ciena Corp 554215.1K $
378Exelon Corp 4,382214.8K $
379Copart Inc 6,446214K $
380Illumina Inc 1,732213.5K $
381AutoZone Inc 63212.8K $
382CVS Health Corp 2,961212.7K $
383Choice Hotels International Inc 2,051212.3K $
384Onto Innovation Inc 1,033211.8K $
385DaVita Inc 1,362209.3K $
386Vistra Corp 1,392209.3K $
387Brighthouse Financial Inc 3,476208.1K $
388VF Corp 12,113205.8K $
389Fiserv Inc 3,676205.1K $
390Bio-Techne Corp 3,921204.9K $
391Zoom Communications Inc 2,542204.4K $
392Hilltop Holdings Inc 5,694204K $
393LPL Financial Holdings Inc 676203.4K $
394Schwab US Dividend Equity ETF 6,575201.7K $
395Rivian Automotive Inc 12,686190.9K $
396Kenvue Inc 11,007189.8K $
397Waterstone Financial Inc 10,065181.5K $
398UiPath Inc 15,178168.5K $
399AGNC Investment Corp 16,694167.4K $
400Western New England Bancorp Inc 11,929154.2K $