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.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 407 | 1.5B $ | 99.67 % |
| 2 | TW | 1 | 2.6M $ | 0.17 % |
| 3 | GB | 2 | 2.4M $ | 0.16 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 401 | Ford Motor Co | 11,401 | 131.6K $ | |
| 402 | BOGOTA FINANCIAL CORP | 15,350 | 130.5K $ | |
| 403 | Manhattan Bridge Capital Inc | 122,460 | 122.5K $ | |
| 404 | ADT Inc | 17,234 | 114.3K $ | |
| 405 | Cleveland-Cliffs Inc | 12,227 | 103.3K $ | |
| 406 | QuantumScape Corp | 16,039 | 102.3K $ | |
| 407 | Newell Brands Inc | 24,065 | 82.5K $ | |
| 408 | Under Armour Inc | 13,482 | 79.7K $ | |
| 409 | Aurora Innovation Inc | 18,673 | 76.9K $ | |
| 410 | Gossamer Bio Inc | 11,135 | 3.7K $ |