Beese Fulmer Investment Management, Inc. Q3 2023 vs. Q4 2023: Revolutionizing Investment Strategies

In the ever-evolving world of finance, staying updated with the latest investment trends is crucial for success. Beese Fulmer Investment Management, Inc. has recently released its Q3 2023 vs. Q4 2023 13F holdings comparison, providing invaluable insights into the shifting landscape of investment holdings. This data reflects the changing preferences of investors and the innovative strategies employed by fund managers to adapt to market fluctuations.

Apple Inc. (AAPL) - Technology Titans Stand Strong

Apple, a giant in the tech industry, witnessed a slight decrease in holdings, yet its resilience remains intact. With 322,120 shares in Q4 2023 compared to 327,529 shares in Q3 2023, the dip in numbers is outweighed by an increase in value, rising from $56,076,000 to $62,017,000—an encouraging 10.6% change.

Microsoft Corp. (MSFT) - Power in Stability

Microsoft Corp. displayed stability in its holdings, with a minor dip from 131,434 shares in Q3 2023 to 130,460 shares in Q4 2023. However, the value of these holdings increased significantly, soaring from $41,500,000 to $49,058,000—a notable 18.2% growth.

Mastercard Incorporated (MA) - A Balanced Approach

Mastercard's holdings remained consistent, experiencing only a marginal decrease from 69,725 shares in Q3 2023 to 69,695 shares in Q4 2023. Despite this minor shift, the value of the holdings increased from $27,604,000 to $29,725,000, reflecting a healthy 7.7% jump.

Amazon.com Inc. (AMZN) - E-Commerce Powerhouses Unfazed

One of the leading players in the e-commerce space, Amazon.com Inc., showcased stability in its holdings. While the number of shares increased slightly from 159,514 in Q3 2023 to 160,379 in Q4 2023, the value surged from $20,277,000 to $24,367,000—an impressive growth rate of 20.2%.

Costco Wholesale Corporation (COST) - Consistency Breeds Strength

Costco Wholesale Corporation maintained steady holdings, with a minimal decrease from 31,078 shares in Q3 2023 to 31,068 shares in Q4 2023. However, the value grew from $17,557,000 to $20,507,000, highlighting a solid 16.8% increase.

Berkshire Hathaway Inc. (BRK-B) - A Positive Shift

Berkshire Hathaway Inc. experienced a slight increase in holdings, from 56,973 shares in Q3 2023 to 57,167 shares in Q4 2023. While the change is modest, the value of these holdings rose from $19,957,000 to $20,389,000, reflecting a 2.2% growth.

O'Reilly Automotive Inc. (ORLY) - Steady Performance

O'Reilly Automotive maintained steady holdings, with 21,269 shares in Q4 2023, compared to 21,269 shares in Q3 2023. The value of their holdings increased from $19,330,000 to $20,001,000, denoting a 3.5% rise.

Broadcom Inc. (AVGO) - Advancing Technology Giants

Broadcom Inc.'s holdings experienced a minor increase, rising from 17,610 shares in Q3 2023 to 17,652 shares in Q4 2023. The value of these holdings witnessed a significant surge from $14,626,000 to $19,704,000, indicating a remarkable 34.7% growth.

Alphabet Inc. Class C (GOOG) - Strong Financial Footing

Alphabet Inc. Class C displayed resilience in its holdings, with a marginal decrease from 140,589 shares in Q3 2023 to 139,520 shares in Q4 2023. However, the value of these holdings rose from $18,536,000 to $19,662,000, reflecting a commendable 6.1% growth.

Alphabet Inc. Class A (GOOGL) - Consistency in Evolving Markets

Alphabet Inc. Class A exhibited consistency in its holdings, with a minor increase from 137,426 shares in Q3 2023 to 138,134 shares in Q4 2023. The value of these holdings grew from $17,983,000 to $19,295,000, denoting a reassuring 7.3% increase.

These are just a few examples of the holdings comparison between Q3 2023 and Q4 2023. The data underscores the dynamic nature of investment strategies, where fund managers continuously reassess their positions to adapt to market changes. By analyzing these shifts, investors can gain valuable insights that help inform their own investment decisions.

It's important to note that the 13F is a quarterly filing required by the U.S. Securities and Exchange Commission (SEC) for institutional investment managers with assets under management exceeding $100 million. This filing provides transparency regarding the holdings of these managers and enables investors to make informed decisions based on accurate and up-to-date information.

As the financial landscape evolves, staying informed about the latest changes in investment holdings is crucial. Beese Fulmer Investment Management, Inc.'s Q3 2023 vs. Q4 2023 13F holdings comparison provides valuable insights into the strategies employed by fund managers to navigate the ever-changing market. By following these trends and analyzing the reasons behind these shifts, investors can make educated decisions to achieve their financial goals.