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
+72.84%
+119.52%
1,244.0
Aerospace & Defense
PAYX
Paychex Inc
975
143.4
0%
6.190
0%
0.000
+3.74%
+4.55%
51,698.6
Software
ORCL
Oracle Corp
900
126.7
0%
5.470
0%
0.000
+100.99%
+49.03%
691,899.8
Software
EXR
Extra Space Storage Inc
805
118.0
0%
5.090
0%
0.000
+8.99%
+1.83%
31,618.4
REITs
LHX
L3Harris Technologies Inc
500
110.0
0%
4.750
0%
0.000
+24.60%
+27.57%
49,631.3
Aerospace & Defense
C
Citigroup Inc
1,600
109.4
0%
4.720
0%
0.000
+50.88%
+35.30%
172,740.9
Banks
ITGR
Integer Holdings Corp
850
107.4
0%
4.630
0%
0.000
-3.20%
-15.67%
3,899.2
Medical Devices & Instruments
MOG.A
Moog Inc
637
106.5
0%
4.600
0%
0.000
+20.56%
-1.93%
6,110.3
Aerospace & Defense
ROCK
Gibraltar Industries Inc
2,000
105.9
0%
4.570
0%
0.010
+25.50%
+6.96%
1,857.9
Construction
NVRI
Enviri Corp
14,800
101.7
0%
4.390
0%
0.020
+55.23%
+17.53%
728.5
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
$148.83
0.55%
New holding
805
805
SYY
Sysco Corp
2023-07-31
New Buy
New Buy
+3.60%
69.52 ($73.53) 76.77
$79.03
7.47%
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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