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| Beese Fulmer Investment Management Inc
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|---|---|
| CRD # | 109882 |
| SEC # | 801-15485 |
| CIK # | 0000911274 |
| AUM | 2,057.3 M (2026-03-17) |
| Employees | 14 (50% Investors, 0% Brokers) |
| Phone | 330-454-6555 |
| Address | 4334 Munson Street NW Canton, OH 44718 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 81.8 | ||
| Microsoft Corp | 53.1 | ||
| Broadcom Inc | 52.1 | ||
| Alphabet Inc | 43.8 | ||
| Amazon Com Inc | 39.4 | ||
| Alphabet Inc | 35.1 | ||
| United Technologies Corp /DE/ | 34.0 | ||
| Johnson & Johnson | 33.2 | ||
| Mastercard Inc | 33.2 | ||
| Costco Wholesale Corp /NEW | 31.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 468 | 0.3 |
| (b) Individuals (high net worth individuals) | 342 | 1.6 |
| (c) Banking or thrift institutions | 3 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 0.0 |
| (h) Charitable organizations | 7 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,044 | 2.1 |
| By Discretionary | ||
| Discretionary | 2,031 | 2.1 |
| Non-Discretionary | 13 | 0.0 |
| Total | 2,044 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 2,044 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000911274] | |
| SC 13G | [0000911274] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail, Research |
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