Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BEESE FULMER INVESTMENT MANAGEMENT INC | 04-08-2024 | 03-31-2024 | 225 | 1,062,868,725 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP COM | Stock | 1 | $54,799,785 | 130,252 | 0.01 | 0.01 | -208 | -0.16 | 03-31-2024 |
| APPLE INC COM | Stock | 2 | $54,014,696 | 314,991 | 0.01 | 0.01 | -7,129 | -2.21 | 03-31-2024 |
| MASTERCARD INCORPORATED CL A | Stock | 3 | $33,243,740 | 69,032 | 0.00 | 0.00 | -663 | -0.95 | 03-31-2024 |
| AMAZON COM INC COM | Stock | 4 | $30,173,878 | 167,280 | 0.00 | 0.00 | 6,901 | 4.30 | 03-31-2024 |
