Beese Fulmer Investment Management, Inc.
Beese, Fulmer Investment Management, Inc. (also operating as Beese Fulmer Private Wealth Management) is an SEC-registered, privately held, employee-owned investment adviser headquartered in Canton, Ohio. Founded in 1980, the firm provides personalized, confidential investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a team of investment professionals and support staff, upholding a fiduciary standard while working primarily with high-net-worth individuals and institutional clients.
Investment Strategy
Beese Fulmer Investment Management, Inc. practices a fee-only, client-focused investment strategy grounded in a rational, purposeful approach to wealth accumulation and preservation. The firm provides both discretionary and non-discretionary investment management and tailors strategies to each client's unique needs—including retirement, tax, and estate planning. Its approach includes active management of individual accounts, quality-focused equity strategies, and diversified asset allocation, serving in a fiduciary capacity and avoiding conflicts by not accepting commissions or selling any financial products.
Latest 13F Filing Activity
Beese Fulmer Investment Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 283 equity positions with a total 13F market value of $1B. The fund increased holdings in Microsoft Corp. Com, Broadcom Inc. Com, Ishares S&P 500 Growth Etf among other positions. Beese Fulmer Investment Management, Inc. reduced exposure to Unitedhealth Group Inc. Com, Novo-nordisk A S Adr, Apple Inc. Com among others.
Top Holdings
Equity Positions (283)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 5.21% | $69.9M | 140,565 | $75.23 | $497.41 | +$19.5M |
A AAPL | APPLE INC COM | 4.87% | $65.3M | 318,445 | $38.06 | $205.17 | -$3.6M |
A AVGO | BROADCOM INC COM | 3.55% | $47.7M | 172,913 | $65.79 | $275.65 | +$18.6M |
A AMZN | AMAZON COM INC COM | 2.95% | $39.6M | 180,562 | $118.21 | $219.39 | +$5.8M |
M MA | MASTERCARD INCORPORATED CL A | 2.81% | $37.7M | 67,042 | $63.56 | $561.94 | +$669.7K |