BFIM
Beese Fulmer Investment Management Portfolio holdings
AUM
$1.54B
1-Year Est. Return
23.81%
This Fund
S&P 500
1 Year Est. Return
+23.81%
AUM
$1.54B
AUM Growth
+$89.3M
(+6.2%)
Holding
409
Top Buys
| 1 | +$29M | |
| 2 | +$24.9M | |
| 3 | +$24.8M | |
| 4 |
Boston Scientific
BSX
|
+$21.3M |
| 5 |
Philip Morris
PM
|
+$18.6M |
Top Sells
| 1 | +$11.4M | |
| 2 | +$7.58M | |
| 3 | +$7.01M | |
| 4 |
Ingersoll Rand
IR
|
+$6.45M |
| 5 |
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$3.41M |
Sector Composition
| 1 | Technology | 22.84% |
| 2 | Financials | 14.61% |
| 3 | Industrials | 11.24% |
| 4 | Communication Services | 10.75% |
| 5 | Consumer Discretionary | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
IBDQ
401
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
-135,276
|
|
||
402
Intuit
INTU
$122B
| – | – |
-334
|
|
||
|
K
403
DELISTED
Kellanova
K
| – | – |
-3,095
|
|
||
404
KKR & Co
KKR
$76.6B
| – | – |
-2,770
|
|
||
405
Strategy Inc
MSTR
$46.6B
| – | – |
-1,195
|
|
||
406
Sensata Technologies
ST
$5B
| – | – |
-6,807
|
|
||
407
Uber
UBER
$151B
| – | – |
-2,779
|
|
||
408
Solventum
SOLV
$11.6B
| – | – |
-3,541
|
|
||
|
ETHW
409
Bitwise Ethereum ETF
ETHW
$241M
| – | – |
-8,256
|
|