Portfolio (Quarterly) Guide ↗

BEESE FULMER INVESTMENT MANAGEMENT, INC.

· CIK 0000911274

13F Portfolio $1.6B AUM 435 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 87 New 154 Added 148 Reduced 47 Exited

Page 2 of 3 · 47 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	—	IQVIA HLDGS INC COM	—	1,252	$282K	0.02%	SOLD
22	UAL	UNITED AIRLS HLDGS INC COM	Industrials	2,510	$281K	0.02%	SOLD
23	—	BLOCK INC CL A	—	4,296	$280K	0.02%	SOLD
24	SU	SUNCOR ENERGY INC NEW COM	Energy	6,195	$275K	0.02%	SOLD
25	CL	COLGATE PALMOLIVE CO COM	Consumer Defensive	3,441	$272K	0.02%	SOLD
26	NUE	NUCOR CORP COM	Basic Materials	1,588	$259K	0.02%	SOLD
27	AMT	AMERICAN TOWER CORP COM	Real Estate	1,450	$257K	0.02%	SOLD
28	ELV	ELEVANCE HEALTH INC FORMERLY A COM	Healthcare	708	$248K	0.02%	SOLD
29	MANH	MANHATTAN ASSOCIATES INC COM	Technology	1,374	$238K	0.01%	SOLD
30	JEF	JEFFERIES FINL GROUP INC COM	Financial Services	3,810	$236K	0.01%	SOLD
31	CNP	CENTERPOINT ENERGY INC COM	Utilities	12,100	$232K	0.01%	SOLD
32	AVAV	AEROVIRONMENT INC COM	Industrials	954	$231K	0.01%	SOLD
33	LKQ	LKQ CORP COM	Consumer Cyclical	7,586	$229K	0.01%	SOLD
34	FBTC	FIDELITY WISE ORIGIN BITCOIN FUND	Financial Services	2,998	$229K	0.01%	SOLD
35	USFD	US FOODS HLDG CORP COM	Consumer Defensive	2,976	$224K	0.01%	SOLD
36	O	REALTY INCOME CORP COM	Real Estate	3,904	$220K	0.01%	SOLD
37	—	EVEREST GROUP LTD COM	—	644	$219K	0.01%	SOLD
38	OKE	ONEOK INC NEW COM	Energy	2,969	$218K	0.01%	SOLD
39	G	GENPACT LIMITED SHS	Technology	4,654	$218K	0.01%	SOLD
40	—	INGERSOLL RAND INC COM	—	2,692	$213K	0.01%	SOLD

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Sector Allocation

Technology 24.9%

Industrials 13.5%

Financial Services 13.4%

Consumer Cyclical 11.0%

Communication Services 10.8%

Healthcare 9.2%

Consumer Defensive 7.9%

Energy 5.8%

Basic Materials 2.2%

Utilities 0.9%