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BULLFINCH FUND INC

CIK: 0001038199 Equity
Report date: 2026-04-15
AUM $4M
Expense Ratio
Category Equity
State MD
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-04-15

Holdings

From latest SEC N-PORT filing · US-listed stocks only

18 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AVT Avnet, Inc. Since 2026-05-10 053807103 Equity (Common)
2.87%
$0.11 1,800
2 C Citigroup Inc. Since 2026-05-10 172967424 Equity (Common)
4.73%
$0.18 1,600
3 CBU Community Financial System Inc. Since 2026-05-10 203607106 Equity (Common)
1.92%
$0.07 1,200
4 STZ Constellation Brands, Inc. Since 2026-05-10 21036P108 Equity (Common)
3.20%
$0.12 800
5 NVRI Enviri Corporation Since 2026-05-10 415864107 Equity (Common)
7.15%
$0.28 14,800
6 EXR Extra Space Storage Inc. Since 2026-05-10 30225T102 Equity (Common)
2.84%
$0.11 805
7 FE FirstEnergy Corp. Since 2026-05-10 337932107 Equity (Common)
2.42%
$0.10 2,000
8 ROCK Gibraltar Industries Inc. Since 2026-05-10 374689107 Equity (Common)
2.62%
$0.10 2,000
9 ITGR Integer Holdings Corporation Since 2026-05-10 45826H109 Equity (Common)
3.77%
$0.15 1,700
10 KVUE Kenvue Inc. Since 2026-05-10 49177J102 Equity (Common)
0.33%
$0.01 738
11 LHX L3Harris Technologies Inc. Since 2026-05-10 502431109 Equity (Common)
4.38%
$0.17 500
12 MNRO Monro Inc. Since 2026-05-10 610236101 Equity (Common)
3.35%
$0.13 7,000
13 MOG-B Moog, Inc. Class A Since 2026-05-10 615394202 Equity (Common)
4.97%
$0.20 637
14 PAYX Paychex, Inc. Since 2026-05-10 704326107 Equity (Common)
2.57%
$0.10 975
15 SBGI Sinclair Inc. Class A Since 2026-05-10 829242106 Equity (Common)
2.87%
$0.11 7,750
16 LUV Southwest Airlines Co. Since 2026-05-10 844741108 Equity (Common)
1.27%
$0.05 1,050
17 SYY Sysco Corporation Since 2026-05-10 871829107 Equity (Common)
2.36%
$0.09 1,100
18 VZ Verizon Communications, Inc. Since 2026-05-10 92343V104 Equity (Common)
0.80%
$0.03 700