BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 23.01%
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$2.42M
2
+$1.9M
3
+$1.23M
4
EW icon
Edwards Lifesciences
EW
+$939K
5
HBAN icon
Huntington Bancshares
HBAN
+$783K

Top Sells

1
+$1.51M
2
+$1.03M
3
+$1.01M
4
NVDA icon
NVIDIA
NVDA
+$504K
5
AAPL icon
Apple
AAPL
+$475K

Sector Composition

1 Technology 23.01%
2 Financials 14.76%
3 Industrials 11.47%
4 Communication Services 10.5%
5 Consumer Discretionary 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TDY icon
76
Teledyne Technologies
TDY
$24.1B
$3.6M 0.25%
6,143
+45
IBDR icon
77
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.57B
$3.57M 0.25%
146,867
+4,750
VIG icon
78
Vanguard Dividend Appreciation ETF
VIG
$102B
$3.54M 0.24%
16,392
-928
IEFA icon
79
iShares Core MSCI EAFE ETF
IEFA
$161B
$3.47M 0.24%
39,751
+400
IBDS icon
80
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.52B
$3.47M 0.24%
142,470
+5,209
IBDT icon
81
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.31B
$3.45M 0.24%
135,162
+6,863
IBDQ icon
82
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.46B
$3.41M 0.24%
135,276
+194
FLOT icon
83
iShares Floating Rate Bond ETF
FLOT
$8.97B
$3.36M 0.23%
65,866
-395
CIVB icon
84
Civista Bancshares
CIVB
$460M
$3.33M 0.23%
163,987
-2,098
IBM icon
85
IBM
IBM
$292B
$3.21M 0.22%
11,361
-17
EMR icon
86
Emerson Electric
EMR
$76.2B
$3.11M 0.21%
23,699
-39
NSC icon
87
Norfolk Southern
NSC
$65.5B
$3.09M 0.21%
10,283
-99
QCOM icon
88
Qualcomm
QCOM
$192B
$3.03M 0.21%
18,201
+1,189
TDG icon
89
TransDigm Group
TDG
$73B
$2.97M 0.21%
2,254
+161
FCX icon
90
Freeport-McMoran
FCX
$65B
$2.96M 0.2%
75,410
+2,687
AXON icon
91
Axon Enterprise
AXON
$44.5B
$2.92M 0.2%
4,065
-44
MKL icon
92
Markel Group
MKL
$26.2B
$2.88M 0.2%
1,507
WMT icon
93
Walmart Inc. Common Stock
WMT
$909B
$2.85M 0.2%
27,669
+2,728
APD icon
94
Air Products & Chemicals
APD
$51.9B
$2.85M 0.2%
10,446
-63
GEV icon
95
GE Vernova
GEV
$193B
$2.54M 0.18%
4,135
+6
IBDU icon
96
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$3.18B
$2.54M 0.18%
108,260
+11,316
LAMR icon
97
Lamar Advertising Co
LAMR
$13.2B
$2.43M 0.17%
19,822
+180
T icon
98
AT&T
T
$173B
$2.26M 0.16%
80,188
-1,713
TSM icon
99
TSMC
TSM
$1.59T
$2.2M 0.15%
7,890
-770
CRWD icon
100
CrowdStrike
CRWD
$129B
$2.18M 0.15%
4,447
-409
2 3
4
5 6