Beese Fulmer Investment Management Inc. Q3 2026 Portfolio Activity: Key Purchases and Sales
Beese Fulmer Investment Management Inc. significantly reshaped its portfolio during the quarter ending September 30, 2026, with notable purchases in GLW and CRWD, alongside substantial sales of HPQ and other ETFs. The firm's holdings reflect a continued focus on Technology and Financial Services sectors.
According to the latest filing from Beese Fulmer Investment Management Inc., the firm's portfolio saw considerable activity during the quarter ending September 30, 2026. The total portfolio value stood at $1.76 billion, with a continued emphasis on Technology and Financial Services sectors.
Significant Purchases in Q3 2026
The investor demonstrated strong buying interest in several holdings during this period. Notably, GLW (Corning Inc.) experienced a substantial increase in its position, with a 630.48% jump in shares held, making it one of the most significant purchases. Similarly, CRWD (CrowdStrike Holdings Inc.) saw a massive 298.36% increase in its stake, reflecting strong confidence in the cybersecurity leader. Other notable additions included BUCK (Simplify Exchange Traded Fund), IBHG (iShares Trust), and VCSH (Vanguard Scottsdale Fund).
Substantial Sales and Exits
Conversely, the investor also showed significant selling activity. HPQ (HP Inc.) was sold down by 59.21%, representing one of the largest exits during the quarter. Other ETFs, including IBDS, IBDT, and IBDV, all saw substantial reductions in their holdings, indicating a strategic shift away from these products. Additionally, the firm reduced its stake in DELL (Dell Technologies Inc.) by 3.48% and MU (Micron Technology Inc.) by 5.5%, while trimming positions in other core holdings like MSFT (Microsoft Corp) and AAPL (Apple Inc.).
Focus on Technology and Financial Services
The investor's Technology sector allocation remains a cornerstone of its strategy, currently comprising 29.79% of the portfolio. This allocation includes major names like AAPL, DELL, MSFT, GLW, and CRWD. The Financial Services sector allocation, at 12.43%, also shows significant activity, with holdings like HBAN (Huntington BancShares Inc.), MA (Mastercard Incorporated), and various ETFs being actively managed.
Other Sectors and Unknown Holdings
While Technology and Financial Services dominate, the investor also maintains positions in Communication Services, Consumer Cyclical, Healthcare, and other sectors. Holdings like GOOGL (Alphabet Inc.) and JNJ (Johnson & Johnson) are part of this diversified approach. The investor's allocation to Unknown sector holdings stands at 10.27%, which includes various ETFs and funds. The firm also holds a small allocation to Real Estate through LOAN (Manhattan Bridge Capital Inc.).
Overall, the portfolio's structure indicates a dynamic approach to investing, with a clear focus on Technology and Financial Services, but also incorporating other sectors and ETFs. The significant changes observed in Q3 2026, including both large purchases and sales, suggest active management and a responsiveness to market conditions.