BEESE FULMER INVESTMENT MANAGEMENT, INC.
données du 31/03/2026
Capitalisation
Taille du portefeuille
Performance du portefeuille
Performance du portefeuille %
Performances par rapport au S&P 500 (%)
Entreprise dans BEESE FULMER INVESTMENT MANAGEMENT, INC.
| Date | Symbol | Nom | Poids | Capitalisation | Nombre d'action | 1er ajout | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | AAPL | APPLE INC | 5.24% | 81.840 M $ | 322470 | 2012/03/31 | -5.847 M $ | -6.65 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 3.40% | 53.129 M $ | 143526 | 2012/03/31 | -16.183 M $ | -23.46 % |
| 2026/03/31 | AVGO | BROADCOM INC | 3.34% | 52.091 M $ | 168300 | 2022/12/31 | -6.144 M $ | -10.57 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 2.81% | 43.769 M $ | 152207 | 2015/12/31 | -3.914 M $ | -8.13 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 2.52% | 39.397 M $ | 189164 | 2016/09/30 | -4.191 M $ | -9.77 % |
| 2026/03/31 | GOOG | ALPHABET INC | 2.25% | 35.069 M $ | 122251 | 2015/12/31 | -3.435 M $ | -8.59 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 2.22% | 34.609 M $ | 203988 | 2009/12/31 | 20.463 M $ | 81.97 % |
| 2026/03/31 | RTX | RTX CORPORATION | 2.18% | 33.965 M $ | 176077 | 2020/03/31 | 1.688 M $ | 5.18 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 2.13% | 33.167 M $ | 135684 | 2013/06/30 | 5.206 M $ | 18.12 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 2.12% | 33.154 M $ | 66354 | 2012/06/30 | -4.776 M $ | -12.48 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 2.00% | 31.278 M $ | 31391 | 2019/06/30 | 8.408 M $ | 31.10 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.86% | 28.990 M $ | 60497 | 2013/09/30 | -1.470 M $ | -4.67 % |
| 2026/03/31 | DELL | DELL TECHNOLOGIES INC | 1.85% | 28.918 M $ | 176189 | 2023/12/31 | 6.727 M $ | 30.39 % |
| 2026/03/31 | TJX | TJX COS INC NEW | 1.84% | 28.676 M $ | 179562 | 2019/06/30 | 1.074 M $ | 3.96 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 1.78% | 27.771 M $ | 94406 | 2013/06/30 | -2.643 M $ | -8.71 % |
| 2026/03/31 | ORLY | OREILLY AUTOMOTIVE INC | 1.74% | 27.091 M $ | 293474 | 2012/12/31 | 326.196 K $ | 1.21 % |
| 2026/03/31 | KLAC | KLA CORP | 1.64% | 25.576 M $ | 17370 | 2024/09/30 | 4.589 M $ | 21.18 % |
| 2026/03/31 | CMI | CUMMINS INC | 1.51% | 23.626 M $ | 43913 | 2012/06/30 | 1.216 M $ | 5.40 % |
| 2026/03/31 | GS | GOLDMAN SACHS GROUP INC | 1.40% | 21.879 M $ | 25862 | 2014/06/30 | -841.457 K $ | -3.76 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 1.40% | 21.864 M $ | 125358 | 2020/06/30 | -354.384 K $ | -6.49 % |
| 2026/03/31 | META | META PLATFORMS INC | 1.36% | 21.240 M $ | 37125 | 2015/09/30 | -6.356 M $ | -26.65 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 1.32% | 20.522 M $ | 213433 | 2023/12/31 | 492.055 K $ | 2.55 % |
| 2026/03/31 | CVX | CHEVRON CORPORATION | 1.30% | 20.334 M $ | 98282 | 2012/03/31 | 5.437 M $ | 35.75 % |
| 2026/03/31 | CB | CHUBB LTD SWITZ | 1.28% | 19.963 M $ | 61068 | 2016/03/31 | 1.672 M $ | 8.82 % |
| 2026/03/31 | PM | PHILIP MORRIS INTL INC | 1.26% | 19.700 M $ | 118104 | 2013/06/30 | 1.163 M $ | 6.10 % |
| 2026/03/31 | VCSH | VANGUARD SCOTTSDALE FDS | 1.24% | 19.320 M $ | 243719 | 2016/03/31 | -100.759 K $ | -0.58 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 1.20% | 18.734 M $ | 55452 | 2025/12/31 | 2.685 M $ | 18.36 % |
| 2026/03/31 | ANET | ARISTA NETWORKS INC | 1.19% | 18.620 M $ | 151650 | 2024/12/31 | -1.236 M $ | -6.30 % |
| 2026/03/31 | ETN | EATON CORP PLC | 1.19% | 18.549 M $ | 51862 | 2013/09/30 | 2.035 M $ | 12.29 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 1.14% | 17.862 M $ | 123666 | 2013/06/30 | 138.246 K $ | 0.79 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 1.13% | 17.575 M $ | 56550 | 2011/03/31 | 585.303 K $ | 3.38 % |
| 2026/03/31 | ICE | INTERCONTINENTAL EXCHANGE IN | 1.04% | 16.243 M $ | 103277 | 2017/09/30 | -473.653 K $ | -2.89 % |
| 2026/03/31 | LIN | LINDE PLC | 1.01% | 15.697 M $ | 31662 | 2023/03/31 | 2.193 M $ | 16.27 % |
| 2026/03/31 | SYK | STRYKER CORPORATION | 0.99% | 15.423 M $ | 46937 | 2013/09/30 | -1.046 M $ | -6.49 % |
| 2026/03/31 | IVE | ISHARES TR | 0.92% | 14.295 M $ | 67702 | 2025/06/30 | -59.867 K $ | -0.43 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.90% | 14.086 M $ | 58114 | 2013/06/30 | -578.726 K $ | -18.17 % |
| 2026/03/31 | BSX | BOSTON SCIENTIFIC CORP | 0.88% | 13.789 M $ | 219741 | 2025/09/30 | -7.238 M $ | -34.19 % |
| 2026/03/31 | IVW | ISHARES TR | 0.86% | 13.463 M $ | 119028 | 2024/09/30 | -1.176 M $ | -8.23 % |
| 2026/03/31 | KO | COCA COLA CO | 0.84% | 13.125 M $ | 171373 | 2009/12/31 | 1.058 M $ | 8.78 % |
| 2026/03/31 | EW | EDWARDS LIFESCIENCES CORP | 0.83% | 12.880 M $ | 160839 | 2016/03/31 | -821.099 K $ | -6.06 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 0.82% | 12.824 M $ | 133053 | 2009/12/31 | -4.700 M $ | -30.37 % |
| 2026/03/31 | UNP | UNION PAC CORP | 0.75% | 11.743 M $ | 48401 | 2013/06/30 | 543.575 K $ | 4.89 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.74% | 11.503 M $ | 16237 | 2016/09/30 | 2.234 M $ | 23.67 % |
| 2026/03/31 | ABT | ABBOTT LABORATORIES | 0.72% | 11.263 M $ | 109698 | 2009/12/31 | -2.477 M $ | -18.05 % |
| 2026/03/31 | IBDS | ISHARES TR | 0.70% | 10.943 M $ | 451426 | 2025/06/30 | -5.992 K $ | -0.16 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.69% | 10.801 M $ | 32842 | 2014/12/31 | -497.960 K $ | -4.42 % |
| 2026/03/31 | TDG | TRANSDIGM GROUP INC | 0.68% | 10.619 M $ | 9162 | 2014/03/31 | -1.526 M $ | -12.85 % |
| 2026/03/31 | AON | AON PLC | 0.65% | 10.082 M $ | 31236 | 2020/06/30 | -889.274 K $ | -8.53 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.63% | 9.848 M $ | 63414 | 2009/12/31 | 787.695 K $ | 8.12 % |
| 2026/03/31 | DHI | D R HORTON INC | 0.60% | 9.362 M $ | 68227 | 2017/09/30 | -457.999 K $ | -4.73 % |
| 2026/03/31 | CW | CURTISS WRIGHT CORP | 0.58% | 9.126 M $ | 13394 | 2009/12/31 | 1.811 M $ | 23.55 % |
| 2026/03/31 | LOW | LOWES COS INC | 0.57% | 8.827 M $ | 37360 | 2009/12/31 | -189.651 K $ | -2.02 % |
| 2026/03/31 | EOG | EOG RES INC | 0.52% | 8.107 M $ | 56077 | 2009/12/31 | 2.301 M $ | 37.67 % |
| 2026/03/31 | HSY | HERSHEY CO | 0.49% | 7.673 M $ | 36911 | 2010/12/31 | 1.915 M $ | 28.48 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.49% | 7.659 M $ | 35215 | 2013/03/31 | -406.604 K $ | -4.81 % |
| 2026/03/31 | IJR | ISHARES TR | 0.47% | 7.356 M $ | 59175 | 2025/06/30 | 232.295 K $ | 3.44 % |
| 2026/03/31 | NOC | NORTHROP GRUMMAN CORP | 0.46% | 7.195 M $ | 10546 | 2009/12/31 | 1.190 M $ | 19.65 % |
| 2026/03/31 | IJH | ISHARES TR | 0.40% | 6.188 M $ | 91626 | 2025/06/30 | 131.313 K $ | 2.32 % |
| 2026/03/31 | TMUS | T-MOBILE US INC | 0.39% | 6.125 M $ | 29161 | 2025/03/31 | 202.598 K $ | 3.44 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.36% | 5.562 M $ | 6047 | 2021/12/31 | -855.877 K $ | -14.41 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.35% | 5.402 M $ | 8307 | 2013/06/30 | -269.630 K $ | -4.62 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.34% | 5.378 M $ | 18952 | 2021/09/30 | -434.957 K $ | -7.87 % |
| 2026/03/31 | DE | DEERE & CO | 0.34% | 5.321 M $ | 9445 | 2017/12/31 | 910.745 K $ | 20.99 % |
| 2026/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 0.33% | 5.145 M $ | 26810 | 2024/03/31 | 8.484 K $ | 0.19 % |
| 2026/03/31 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.32% | 5.027 M $ | 7 | 2013/06/30 | -293.280 K $ | -4.86 % |
| 2026/03/31 | IBDT | ISHARES TR | 0.32% | 5.016 M $ | 198024 | 2025/06/30 | -18.730 K $ | -0.51 % |
| 2026/03/31 | WMT | WALMART INC | 0.32% | 4.950 M $ | 39749 | 2013/09/30 | 453.474 K $ | 11.53 % |
| 2026/03/31 | FMNB | FARMERS NATIONAL BANC CORP | 0.31% | 4.912 M $ | 373262 | 2019/09/30 | -59.854 K $ | -1.20 % |
| 2026/03/31 | FCX | FREEPORT MCMORAN INC | 0.31% | 4.865 M $ | 82765 | 2021/03/31 | 640.510 K $ | 15.73 % |
| 2026/03/31 | ROK | ROCKWELL AUTOMATION INC | 0.31% | 4.761 M $ | 13265 | 2009/12/31 | -398.206 K $ | -7.76 % |
| 2026/03/31 | MCK | MCKESSON CORP | 0.29% | 4.598 M $ | 5308 | 2020/09/30 | 241.259 K $ | 5.49 % |
| 2026/03/31 | HBAN | HUNTINGTON BANCSHARES INC | 0.28% | 4.327 M $ | 273681 | 2013/06/30 | -948.628 K $ | -19.42 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.27% | 4.234 M $ | 4848 | 2024/06/30 | 992.687 K $ | 33.56 % |
| 2026/03/31 | COP | CONOCOPHILLIPS | 0.27% | 4.192 M $ | 31760 | 2009/12/31 | 3.986 M $ | 41.01 % |
| 2026/03/31 | TT | TRANE TECHNOLOGIES PLC | 0.26% | 4.028 M $ | 9664 | 2020/03/31 | 263.117 K $ | 7.08 % |
| 2026/03/31 | IEFA | ISHARES TR | 0.25% | 3.835 M $ | 42361 | 2025/06/30 | 42.101 K $ | 1.20 % |
| 2026/03/31 | SHW | SHERWIN WILLIAMS CO | 0.24% | 3.777 M $ | 11781 | 2009/12/31 | -83.714 K $ | -2.15 % |
| 2026/03/31 | CIVB | CIVISTA BANCSHARES INC | 0.24% | 3.695 M $ | 162128 | 2019/09/30 | 93.000 K $ | 2.57 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.23% | 3.648 M $ | 30114 | 2013/09/30 | 495.629 K $ | 14.17 % |
| 2026/03/31 | IBDR | ISHARES TR | 0.23% | 3.587 M $ | 147979 | 2025/06/30 | 1.520 K $ | 0.04 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 0.23% | 3.557 M $ | 16661 | 2016/06/30 | -77.927 K $ | -2.16 % |
| 2026/03/31 | TDY | TELEDYNE TECHNOLOGIES INC | 0.22% | 3.506 M $ | 5795 | 2009/12/31 | 578.407 K $ | 18.46 % |
| 2026/03/31 | FDX | FEDEX CORP | 0.22% | 3.361 M $ | 9399 | 2019/12/31 | 601.773 K $ | 23.19 % |
| 2026/03/31 | IBDU | ISHARES TR | 0.21% | 3.263 M $ | 140301 | 2025/06/30 | -18.512 K $ | -0.64 % |
| 2026/03/31 | FLOT | ISHARES TR | 0.21% | 3.258 M $ | 63936 | 2025/06/30 | 5.527 K $ | 0.18 % |
| 2026/03/31 | CMCSA | COMCAST CORP NEW | 0.21% | 3.249 M $ | 113178 | 2013/12/31 | 80.423 K $ | 2.38 % |
| 2026/03/31 | NSC | NORFOLK SOUTHN CORP | 0.19% | 2.956 M $ | 10300 | 2009/12/31 | -16.364 K $ | -0.60 % |
| 2026/03/31 | APD | AIR PRODUCTS AND CHEMICALS I | 0.19% | 2.949 M $ | 10215 | 2019/09/30 | 431.830 K $ | 17.60 % |
| 2026/03/31 | AXP | AMERICAN EXPRESS CO | 0.19% | 2.943 M $ | 9730 | 2009/12/31 | -937.090 K $ | -18.24 % |
| 2026/03/31 | LITE | LUMENTUM HLDGS INC | 0.18% | 2.867 M $ | 4079 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IBDV | ISHARES TR | 0.18% | 2.826 M $ | 129102 | 2025/06/30 | -19.730 K $ | -0.82 % |
| 2026/03/31 | MKL | MARKEL GROUP INC | 0.18% | 2.762 M $ | 1443 | 2009/12/31 | -345.124 K $ | -10.96 % |
| 2026/03/31 | ADP | AUTOMATIC DATA PROCESSING IN | 0.18% | 2.755 M $ | 13438 | 2009/12/31 | -755.078 K $ | -20.86 % |
| 2026/03/31 | PFE | PFIZER INC | 0.17% | 2.634 M $ | 93787 | 2009/12/31 | 296.872 K $ | 12.77 % |
| 2026/03/31 | EMR | EMERSON ELEC CO | 0.16% | 2.565 M $ | 19580 | 2009/12/31 | -40.490 K $ | -1.28 % |
| 2026/03/31 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 0.16% | 2.552 M $ | 7529 | 2020/12/31 | 261.512 K $ | 11.18 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.16% | 2.500 M $ | 5810 | 2012/03/31 | 208.127 K $ | 8.57 % |
| 2026/03/31 | BMY | BRISTOL-MYERS SQUIBB CO | 0.16% | 2.480 M $ | 40897 | 2009/12/31 | 240.365 K $ | 12.44 % |
| 2026/03/31 | LAMR | LAMAR ADVERTISING CO | 0.15% | 2.390 M $ | 18872 | 2014/12/31 | 1.539 K $ | 0.06 % |
| 2026/03/31 | QCOM | QUALCOMM INC | 0.15% | 2.303 M $ | 17887 | 2019/09/30 | -768.679 K $ | -24.71 % |