Beese Fulmer Investment Management, Inc. 13F 持仓 · 2026年Q2
Beese Fulmer Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 401 只证券，申报市值合计 17.31 亿美元。前几大持仓：AAPL（5.38%）、DELL（4.08%）、AVGO（3.59%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $93.1M | 5.38% | 321,813 | 减持 |
| 2 | DELL | DELL TECHNOLOGIES INC | $70.6M | 4.08% | 163,718 | 减持 |
| 3 | AVGO | BROADCOM INC | $62.2M | 3.59% | 164,602 | 减持 |
| 4 | GOOGL | ALPHABET INC | $53.8M | 3.11% | 150,632 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $53.7M | 3.10% | 143,925 | 增持 |
| 6 | MU | MICRON TECHNOLOGY INC | $51.6M | 2.98% | 44,735 | 减持 |
| 7 | KLAC | KLA CORP | $46.9M | 2.71% | 155,284 | 增持 |
| 8 | AMZN | AMAZON COM INC | $45.4M | 2.62% | 190,655 | 增持 |
| 9 | GOOG | ALPHABET INC | $42.4M | 2.45% | 119,882 | 减持 |
| 10 | JNJ | JOHNSON JOHNSON | $34.8M | 2.01% | 136,876 | 增持 |
| 11 | MA | MASTERCARD INCORPORATED | $34.1M | 1.97% | 66,426 | 增持 |
| 12 | RTX | RTX CORPORATION | $33.6M | 1.94% | 177,118 | 增持 |
| 13 | JPM | JPMORGAN CHASE CO | $31.1M | 1.80% | 95,120 | 增持 |
| 14 | CMI | CUMMINS INC | $31.0M | 1.79% | 43,396 | 减持 |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $30.3M | 1.75% | 60,475 | 减持 |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $29.5M | 1.70% | 31,554 | 增持 |
| 17 | VCSH | VANGUARD SCOTTSDALE FDS | $29.0M | 1.67% | 366,668 | 增持 |
| 18 | TJX | TJX COS INC NEW | $27.2M | 1.57% | 179,853 | 增持 |
| 19 | ORLY | OREILLY AUTOMOTIVE INC | $26.8M | 1.55% | 290,843 | 减持 |
| 20 | GS | GOLDMAN SACHS GROUP INC | $26.0M | 1.50% | 25,727 | 减持 |
| 21 | ANET | ARISTA NETWORKS INC | $25.9M | 1.49% | 152,264 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $25.7M | 1.48% | 128,448 | 增持 |
| 23 | ETN | EATON CORP PLC | $22.7M | 1.31% | 53,283 | 增持 |
| 24 | PM | PHILIP MORRIS INTL INC | $21.8M | 1.26% | 120,335 | 增持 |
| 25 | META | META PLATFORMS INC | $21.5M | 1.24% | 38,113 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR