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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	EXPE	EXPEDIA GROUP INC COM NEW	Consumer Cyclical	751	$213K	0.01%	SOLD
42	—	JPMORGAN ULTRA-SHORT INCOME ETF	—	4,136	$210K	0.01%	SOLD
43	FTV	FORTIVE CORP COM	Technology	3,801	$210K	0.01%	SOLD
44	TTEK	TETRA TECH INC NEW COM	Industrials	6,200	$208K	0.01%	SOLD
45	PSN	PARSONS CORP DEL COM	Industrials	3,338	$206K	0.01%	SOLD
46	ETHA	ISHARES ETHEREUM TRUST ETF	Financial Services	9,126	$205K	0.01%	SOLD
47	RGEN	REPLIGEN CORP COM	Healthcare	1,234	$202K	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%