Holdings (Monthly) Guide ↗

Unrestricted Series

· Bullfinch Fund Inc

Monthly Holdings $18M AUM 2 positions Period Apr 2026 Filed Jun 18, 2026 EDGAR ↗ ← All Funds

All 2 Added 2 Reduced · Apr 2026 vs Jan 2026

#	Name	Ticker	Since	Shares	Shares Δ	Value	Val Δ%	% Port	Cat
1	Charles Schwab Bank	N/A	Jan 2026	2,265,922	+1,382,835	$2.3M	+156.6%	12.61%	—
2	Schwab US Treasury Money Ultra	SUTXX	Jan 2026	1,677,385	+14,211	$1.7M	+0.9%	9.40%	—