Beese Fulmer Investment Management, Inc. has filed its Form 13F-HR for the period ending September 30, 2026, disclosing a portfolio of 356 equity securities. The filing, submitted on October 23, 2026, lists the firm's holdings across various sectors, including technology, financial services, and healthcare.
The largest position disclosed in the filing is a stake in Manhattan Bridge Capital Inc., where Beese Fulmer holds 96,095 shares. The firm also holds significant positions in Western New England Bancorp Inc., with 119,473 shares, and Franklin XRP Trust (Franklin XRP ETF), with 10,271 shares. Other notable holdings include Dave & Buster's Entertainment Inc., with 30,344 shares, and HomeFed Bancorp Inc. (Louisiana), with 9,700 shares.
The portfolio includes a mix of individual stocks and exchange-traded funds (ETFs). Notable individual stock holdings include PayPal Holdings Inc. (3,857 shares), Zscaler Inc. (1,029 shares), and Adobe Inc. (928 shares). The filing also lists several ETFs, such as the iShares 1-5 Year Investment Grade Corporate Bond ETF (11,283 shares) and the Invesco Exchange Traded Fund Trust II Russell 1000 Equal Weight ETF (4,516 shares).
Key holdings in the financial sector include Citizens Financial Group Inc. (3,712 shares), KeyCorp (59,325 shares), and Fifth Third Bancorp (25,690 shares). The filing also lists positions in companies like Salesforce Inc. (2,346 shares), United Parcel Service Inc. (9,126 shares), and Tesla Inc. (2,443 shares).
