GW

Greater Western New York Series | BWNYX

Mutual Fund
BULLFINCH FUND INC
Last update 2025-06-27 32 Stocks (0 new)
Value $2.00 Mil Turnover 0 %
Countries:
Greater Western New York Serie... Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ATRO
Astronics Corp
7,000
158.8
0%
6.860
0%
0.020
+69.50%
+117.29%
1,223.4
Aerospace & Defense
PAYX
Paychex Inc
975
143.4
0%
6.190
0%
0.000
+2.91%
+5.81%
52,321.8
Software
ORCL
Oracle Corp
900
126.7
0%
5.470
0%
0.000
+84.49%
+46.35%
679,456.7
Software
EXR
Extra Space Storage Inc
805
118.0
0%
5.090
0%
0.000
+8.02%
+3.18%
32,039.6
REITs
LHX
L3Harris Technologies Inc
500
110.0
0%
4.750
0%
0.000
+25.25%
+29.55%
50,400.5
Aerospace & Defense
C
Citigroup Inc
1,600
109.4
0%
4.720
0%
0.000
+45.94%
+38.41%
176,708.0
Banks
ITGR
Integer Holdings Corp
850
107.4
0%
4.630
0%
0.000
-3.93%
-12.64%
4,039.4
Medical Devices & Instruments
MOG.A
Moog Inc
637
106.5
0%
4.600
0%
0.000
+14.12%
-3.37%
6,028.3
Aerospace & Defense
ROCK
Gibraltar Industries Inc
2,000
105.9
0%
4.570
0%
0.010
+27.96%
+11.41%
1,935.2
Construction
NVRI
Enviri Corp
14,800
101.7
0%
4.390
0%
0.020
+54.98%
+23.38%
764.7
Waste Management

Greater Western New York Series's Historical Top Holdings Breakdowns

Greater Western New York Series's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RADCQ Unlock Delisted
Rite Aid Corp
2024-07-31
Sold Out
Sold Out
-0.08%
0 ($0.07) 0.15
$0.01
-85.71%
Sold Out
0
-14,400
CTG Unlock Delisted
Computer Task Group Inc
2024-01-31
Sold Out
Sold Out
-3.11%
10.21 ($10.44) 10.5
$10.50
0.57%
Sold Out
0
-6,000
LSI Unlock Delisted
Life Storage Inc
2023-07-31
Sold Out
Sold Out
-6.02%
126.54 ($131.86) 139.82
$133.10
0.94%
Sold Out
0
-900
EXR
Extra Space Storage Inc
2023-07-31
New Buy
New Buy
+4.82%
139.57 ($148.01) 156.98
$150.98
2.01%
New holding
805
805
SYY
Sysco Corp
2023-07-31
New Buy
New Buy
+3.60%
69.52 ($73.53) 76.77
$80.76
9.83%
New holding
1,100
1,100

Greater Western New York Series Total Holding History ($B)

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Greater Western New York Series's Asset Allocation

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Greater Western New York Series Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Greater Western New York Series's Hypothetical Growth since 2025-04-30

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