GW
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Greater Western New York Series | BWNYXMutual Fund | |
| BULLFINCH FUND INC | |
| Last update 2025-06-27 | 32 Stocks (0 new) |
| Value $2.00 Mil | Turnover 0 % |
Greater Western New York Serie... Top Holdings of 2025-04-30
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| 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
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| 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)
Greater Western New York Series's Asset Allocation
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
Greater Western New York Series's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Greater Western New York Series's Holdings Heat Map
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Greater Western New York Series's Holdings Bubble Chart
Greater Western New York Series News
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