BFIM

Beese Fulmer Investment Management Portfolio holdings

AUM $1.54B
1-Year Est. Return 23.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.81%
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
PLAY icon
201
Dave & Buster's
PLAY
$449M
$484K 0.03%
29,868
+14,215
RBLX icon
202
Roblox
RBLX
$40B
$481K 0.03%
+5,939
RMBI icon
203
Richmond Mutual Bancorp
RMBI
$129M
$481K 0.03%
34,240
-375
INDB icon
204
Independent Bank
INDB
$3.66B
$474K 0.03%
6,428
-736
GDX icon
205
VanEck Gold Miners ETF
GDX
$29.5B
$473K 0.03%
5,520
XLE icon
206
State Street Energy Select Sector SPDR ETF
XLE
$40.3B
$471K 0.03%
10,543
+141
PH icon
207
Parker-Hannifin
PH
$112B
$464K 0.03%
527
-697
MELI icon
208
Mercado Libre
MELI
$84.7B
$461K 0.03%
229
+6
MEDP icon
209
Medpace
MEDP
$12.8B
$458K 0.03%
+816
CINF icon
210
Cincinnati Financial
CINF
$25.5B
$458K 0.03%
2,789
-200
IWM icon
211
iShares Russell 2000 ETF
IWM
$69.2B
$452K 0.03%
1,835
UL icon
212
Unilever
UL
$140B
$451K 0.03%
6,889
+11
HSIC icon
213
Henry Schein
HSIC
$8.67B
$446K 0.03%
5,903
+2,100
QUAL icon
214
iShares MSCI USA Quality Factor ETF
QUAL
$48B
$434K 0.03%
2,187
+4
PLTR icon
215
Palantir
PLTR
$361B
$430K 0.03%
+2,419
XLI icon
216
State Street Industrial Select Sector SPDR ETF
XLI
$28.5B
$427K 0.03%
2,754
ESTC icon
217
Elastic
ESTC
$5.33B
$426K 0.03%
+5,650
DUK icon
218
Duke Energy
DUK
$104B
$426K 0.03%
3,635
-810
WM icon
219
Waste Management
WM
$96.2B
$424K 0.03%
1,928
-110
LVS icon
220
Las Vegas Sands
LVS
$36.1B
$421K 0.03%
+6,474
MINT icon
221
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$15.1B
$419K 0.03%
4,161
-99
DHR icon
222
Danaher
DHR
$132B
$418K 0.03%
+1,823
GILD icon
223
Gilead Sciences
GILD
$180B
$417K 0.03%
3,398
+123
OEF icon
224
iShares S&P 100 ETF
OEF
$28B
$415K 0.03%
1,210
HPQ icon
225
HP
HPQ
$17.3B
$412K 0.03%
+18,348
7 8
9
10 11