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| Happy Holidays!! thanks for using AUM13F!! |
| Beese Fulmer Investment Management Inc
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| CRD # | 109882 |
| SEC # | 801-15485 |
| CIK # | 0000911274 |
| AUM | $1.6 B (2025-06-13) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 330-454-6555 |
| Address | 4334 Munson Street NW Canton, OH 44718 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000911274 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 69.9 | ||
| Apple Inc | 65.3 | ||
| Broadcom Inc | 47.7 | ||
| Amazon Com Inc | 39.6 | ||
| Mastercard Inc | 37.7 | ||
| Costco Wholesale Corp /NEW | 30.2 | ||
| J P Morgan Chase & Co | 27.3 | ||
| Netflix Inc | 26.9 | ||
| Alphabet Inc | 26.9 | ||
| O Reilly Automotive Inc | 26.8 | ||
| Facebook Inc | 25.9 | ||
| United Technologies Corp /DE/ | 25.7 | ||
| Alphabet Inc | 23.0 | ||
| Exxon Mobil Corp | 21.6 | ||
| Denali Holding Inc | 21.5 | ||
| TJX Companies Inc /DE/ | 21.2 | ||
| Philip Morris International Inc | 20.5 | ||
| Johnson & Johnson | 20.2 | ||
| Procter & Gamble Co | 19.7 | ||
| Salesforce Com Inc | 18.2 | ||
| Goldman Sachs Group Inc | 18.1 | ||
| Intercontinentalexchange Group Inc | 17.8 | ||
| Stryker Corp | 17.2 | ||
| Eaton Corp Ltd | 17.1 | ||
| Ace Ltd | 16.8 | ||
| Walt Disney Co | 16.3 | ||
| KLA Tencor Corp | 15.6 | ||
| McDonalds Corp | 15.5 | ||
| Arista Networks Inc | 14.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 124.9 |
| (b) Individuals (high net worth individuals) | 303 | 1,323.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 21.8 |
| (g) Pension and profit sharing plans | 9 | 24.7 |
| (h) Charitable organizations | 7 | 64.9 |
| (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 | 7 | 24.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,257 | 1,584.3 |
| By Discretionary | ||
| Discretionary | 1,257 | 1,584.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,257 | 1,584.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,584.3 | |
| Total | 1,257 | 1,584.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000911274] | |
| SC 13G | [0000911274] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bensler LLC
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|
WA | 1.6 |
|
Midwestern Securities Trading Company LLC
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|
IL | 1.6 |
|
Meyers Wealth Management LLC
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|
OH | 1.6 |
|
Berman McAleer LLC
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|
MD | 1.6 |
|
IAG Wealth Partners LLC
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|
WI | 1.6 |
|
Quest Investment Management LLC
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|
OR | 1.6 |
|
Raymond James USA Ltd
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|
1.5 | |
|
ISC Advisors Inc
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|
TX | 1.5 |
|
Flexible Plan Investments Ltd
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|
MI | 1.5 |
|
Clarity Financial LLC
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|
TX | 1.5 |