Long-term investor
Beese Fulmer Investment Management, Inc. @beesefulmerinvestmentman
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000911274).
Record
- Tracked since 2025-06-30 (448 days), 42 trades recorded
- Returns: week n/a · month n/a · 90 days +7.1% · 6 months n/a · 1 year +8.1% · all +8.1%
- Max drawdown n/a · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.4% · long · since 2025-06-30
- DELL · 4.1% · long · since 2025-06-30
- AVGO · 3.6% · long · since 2025-06-30
- GOOGL · 3.1% · long · since 2025-06-30
- MSFT · 3.1% · long · since 2025-06-30
- MU · 3.0% · long · since 2025-12-31
- KLAC · 2.7% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- 02079K107 · 2.4% · long · since 2025-06-30
- JNJ · 2.0% · long · since 2025-06-30
- MA · 2.0% · long · since 2025-06-30
- RTX · 1.9% · long · since 2025-06-30