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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