SEC Form 13F · Q1 2026

BEESE FULMER INVESTMENT MANAGEMENT, INC.

Institutional Holdings Report

13F-HROH
$1.6B
Portfolio Value
435
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
BEESE FULMER INVESTMENT MANAGEMENT, INC.
CIK
911274
Accession No.
0000911274-26-000003
Location
CANTON, OH
Form Type
13F-HR
Portfolio Value
$1.6B
Holdings Reported
435
Reporting Period
Q1 2026
Filed
April 16, 2026

About this Filing

BEESE FULMER INVESTMENT MANAGEMENT, INC. is an institutional investment manager based in CANTON, OH reporting approximately $1.6B in 13(f) securities across 435 positions as of Q1 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.