SEC Form 13F · Q3 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC.

Institutional Holdings Report

13F-HROH
$1.8B
Portfolio Value
356
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
BEESE FULMER INVESTMENT MANAGEMENT, INC.
CIK
911274
Accession No.
0000911274-26-000006
Location
CANTON, OH
Form Type
13F-HR
Portfolio Value
$1.8B
Holdings Reported
356
Reporting Period
Q3 2026
Filed
October 23, 2026

About this Filing

BEESE FULMER INVESTMENT MANAGEMENT, INC. is an institutional investment manager based in CANTON, OH reporting approximately $1.8B in 13(f) securities across 356 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.