Beese Fulmer Investment Management, Inc. ETF holdings
Canton, OH
Reported $175.0M in 72 ETFs in its Form 13F for June 30, 2026.
ETF value
$175.0M
ETFs held
72
Change from prior quarter
+21.7%
With price moves
ETFs as a share of its 13F
10.1%
of $1.7B
Top 10 of 72 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VCSH | Vanguard Short-Term Corporate Bond ETF | $29.0M | 366,668 | +122,949 shares |
| IVW | iShares S&P 500 Growth ETF | $16.3M | 118,790 | −238 shares |
| IVE | iShares S&P 500 Value ETF | $15.9M | 69,947 | +2,245 shares |
| IBDS | iShares iBonds Dec 2027 Term Corporate ETF | $11.0M | 452,252 | +826 shares |
| IJR | iShares Core S&P Small-Cap ETF | $8.7M | 58,711 | −464 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $7.1M | 92,459 | +833 shares |
| IBDT | iShares iBonds Dec 2028 Term Corporate ETF | $6.7M | 263,379 | +65,355 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $6.3M | 8,502 | +195 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $6.1M | 28,612 | +1,802 shares |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | $4.4M | 189,726 | +49,425 shares |
62 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0000911274. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Beese Fulmer Investment Management, Inc. own?
Beese Fulmer Investment Management, Inc. reported 72 ETF positions worth $175.0M in its Form 13F for June 30, 2026. The largest was VCSH, at $29.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.