Beese Fulmer Investment Management, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

Introduction:

Investing in the stock market can be a lucrative endeavor, but it requires careful analysis and decision-making. One way to gain insights into the investment strategies of professional fund managers is by reviewing their 13F holdings. In this article, we will compare the Q1 2023 and Q2 2023 13F holdings of Beese Fulmer Investment Management, Inc. and discuss the changes in their portfolio. Let's dive in!

Apple Inc. (AAPL):

Beese Fulmer Investment Management, Inc. reduced its holdings in Apple Inc. (AAPL) by 2%, with 345,722 shares in Q1 2023 compared to 338,402 shares in Q2 2023. The value of their AAPL holdings increased by 15.1%, from $57,009,000 in Q1 to $65,639,000 in Q2. Despite the decrease in the number of shares, the fund saw significant growth in the value of their holdings.

Microsoft Corp. (MSFT):

The fund also decreased its holdings in Microsoft Corp. (MSFT) by 2.5%, with 136,751 shares in Q1 2023 compared to 133,371 shares in Q2 2023. However, the value of their MSFT holdings increased by 15.2%, from $39,425,000 in Q1 to $45,418,000 in Q2. This shows that Beese Fulmer Investment Management, Inc. remains bullish on the tech giant despite reducing its position.

Mastercard Incorporated (MA):

Beese Fulmer Investment Management, Inc. slightly reduced its holdings in Mastercard Incorporated (MA) by 1%, with 71,147 shares in Q1 2023 compared to 70,303 shares in Q2 2023. The value of their MA holdings increased by 6.9%, from $25,855,000 in Q1 to $27,650,000 in Q2. This indicates that the fund has confidence in the future growth prospects of the company.

O'Reilly Automotive Inc. (ORLY):

The fund also slightly reduced its holdings in O'Reilly Automotive Inc. (ORLY) by 2.2%, with 22,224 shares in Q1 2023 compared to 21,739 shares in Q2 2023. However, the value of their ORLY holdings increased by 10.1%, from $18,867,000 in Q1 to $20,767,000 in Q2. This suggests that Beese Fulmer Investment Management, Inc. sees potential in the automotive retail industry.

Conclusion:

In summary, Beese Fulmer Investment Management, Inc. made several changes to its portfolio between Q1 2023 and Q2 2023. While reducing its holdings in some companies, the fund also saw increases in the value of its holdings. This indicates that the fund is actively managing its investments and making strategic decisions based on market trends. Investors can gain valuable insights from the 13F holdings of professional fund managers like Beese Fulmer Investment Management, Inc., helping them make informed decisions in their own investment strategies.

Disclaimer: The information in this article is for informational purposes only and should not be considered as financial advice.