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 1 of 3 · 47 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	APP	APPLOVIN CORP COM CL A	Technology	3,208	$2.2M	0.14%	SOLD
2	TEAM	ATLASSIAN CORPORATION CL A	Technology	4,078	$661K	0.04%	SOLD
3	PYPL	PAYPAL HLDGS INC COM	Financial Services	8,391	$490K	0.03%	SOLD
4	RBLX	ROBLOX CORP CL A	Technology	5,939	$481K	0.03%	SOLD
5	LVS	LAS VEGAS SANDS CORP COM	Consumer Cyclical	6,474	$421K	0.03%	SOLD
6	GILD	GILEAD SCIENCES INC COM	Healthcare	3,398	$417K	0.03%	SOLD
7	HPQ	HP INC COM	Technology	18,348	$412K	0.03%	SOLD
8	MDT	MEDTRONIC PLC SHS	Healthcare	3,844	$372K	0.02%	SOLD
9	ALNY	ALNYLAM PHARMACEUTICALS INC COM	Healthcare	888	$353K	0.02%	SOLD
10	HUBS	HUBSPOT INC COM	Technology	868	$348K	0.02%	SOLD
11	MTB	M & T BK CORP COM	Financial Services	1,692	$341K	0.02%	SOLD
12	BX	BLACKSTONE INC COM	Financial Services	2,061	$318K	0.02%	SOLD
13	SBUX	STARBUCKS CORP COM	Consumer Cyclical	3,766	$317K	0.02%	SOLD
14	—	COMERICA INC COM	—	3,648	$317K	0.02%	SOLD
15	WING	WINGSTOP INC COM	Consumer Cyclical	1,309	$312K	0.02%	SOLD
16	GEHC	GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK	Healthcare	3,709	$304K	0.02%	SOLD
17	IT	GARTNER INC COM	Technology	1,194	$301K	0.02%	SOLD
18	WEC	WEC ENERGY GROUP INC COM	Utilities	2,814	$297K	0.02%	SOLD
19	NEE	NEXTERA ENERGY INC COM	Utilities	3,694	$297K	0.02%	SOLD
20	CHWY	CHEWY INC CL A	Consumer Cyclical	8,676	$287K	0.02%	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%