BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.56B
1-Year Est. Return 26.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$24.9M
3
+$24.8M
4
BSX icon
Boston Scientific
BSX
+$21.3M
5
PM icon
Philip Morris
PM
+$18.6M

Top Sells

1
+$11.4M
2
+$7.58M
3
+$7.01M
4
IR icon
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
ABBV icon
51
AbbVie
ABBV
$350B
$8.45M 0.55%
36,964
-1,226
CW icon
52
Curtiss-Wright
CW
$26.5B
$7.69M 0.5%
13,948
+299
IJR icon
53
iShares Core S&P Small-Cap ETF
IJR
$101B
$6.76M 0.44%
56,246
-344
HSY icon
54
Hershey
HSY
$37.8B
$6.73M 0.44%
73,928
+34,876
EOG icon
55
EOG Resources
EOG
$71.4B
$6.11M 0.4%
58,172
+1,087
NOC icon
56
Northrop Grumman
NOC
$82.1B
$6.06M 0.39%
10,622
-362
BRK.A icon
57
Berkshire Hathaway Class A
BRK.A
$1.02T
$6.04M 0.39%
8
LLY icon
58
Eli Lilly
LLY
$781B
$5.94M 0.39%
5,525
+661
TMUS icon
59
T-Mobile US
TMUS
$206B
$5.88M 0.38%
28,984
-1,647
SPY icon
60
State Street SPDR S&P 500 ETF Trust
SPY
$727B
$5.84M 0.38%
8,538
+315
IJH icon
61
iShares Core S&P Mid-Cap ETF
IJH
$114B
$5.66M 0.37%
85,826
-587
GE icon
62
GE Aerospace
GE
$302B
$5.53M 0.36%
17,929
+2,106
NVDA icon
63
NVIDIA
NVDA
$5.18T
$5.46M 0.36%
29,288
+379
AXP icon
64
American Express
AXP
$216B
$5.14M 0.33%
13,889
-911
ROK icon
65
Rockwell Automation
ROK
$45.7B
$5.13M 0.33%
13,190
+63
FMNB icon
66
Farmers National Banc Corp
FMNB
$838M
$4.98M 0.32%
374,090
+39,539
HBAN icon
67
Huntington Bancshares
HBAN
$33.5B
$4.88M 0.32%
558,017
+281,590
RSP icon
68
Invesco S&P 500 Equal Weight ETF
RSP
$86.9B
$4.51M 0.29%
23,568
+509
MCK icon
69
McKesson
MCK
$101B
$4.4M 0.29%
5,353
+69
DE icon
70
Deere & Co
DE
$153B
$4.34M 0.28%
9,319
-720
FCX icon
71
Freeport-McMoran
FCX
$83.6B
$4.07M 0.27%
80,164
+4,754
WMT icon
72
Walmart Inc
WMT
$1.02T
$3.93M 0.26%
35,235
+7,566
SHW icon
73
Sherwin-Williams
SHW
$83.1B
$3.9M 0.25%
24,056
+12,016
TT icon
74
Trane Technologies
TT
$107B
$3.72M 0.24%
9,554
-472
IBDR icon
75
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.64B
$3.68M 0.24%
152,071
+5,204
1 2
3
4 5