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Holdings (Monthly)
Guide ↗
Greater Western New York Series
·
Bullfinch Fund Inc
Monthly Holdings
$4M AUM
3 positions
Period Jul 2026
Filed Sep 22, 2026
EDGAR ↗
← All Funds
All
1 New
3 Added
1 Exited
·
Jul 2026 vs Apr 2026
#
Name
Ticker
Since
Shares
Shares Δ
Value
Val Δ%
% Port
Cat
1
Schwab US Treasury Money Investor
SNSXX
Jan 2026
393,807
+3,401
$394K
+0.9%
9.79%
—
2
Charles Schwab Bank
N/A
Jan 2026
247,886
+200,640
$248K
+424.7%
6.16%
—
3
Astronics Corp.
ATRO
Jan 2026
2,520
+420
$175K
+16.8%
4.35%
EC