Titelia

Holdings of Unrestricted Series

BULLFINCH FUND INC · Original filing · Compare with another fund · Report an error

Net assets
17.8M $ including 13.9M $ in equities, 78.0 %
Positions
34 in 2 countries
Top ten
35.5 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Cisco Systems, Inc. 10,700979.1K $5.49 %
2Western Digital Corp 1,800782.1K $4.38 %
3Flowserve Corp 9,700714.3K $4.00 %
4Avnet Inc 8,550705.5K $3.95 %
5Corning Inc 4,000657K $3.68 %
6Sandisk Corp/DE 483529.6K $2.97 %
7Fresh Del Monte Produce Inc 12,100506.9K $2.84 %
8Arthur J Gallagher & Co 2,450505.7K $2.83 %
9AAR Corp 4,400485.6K $2.72 %
10Intel Corp 5,000472.4K $2.65 %
11Reliance Inc 1,300471.3K $2.64 %
12Amazon.com Inc 1,740461.2K $2.58 %
13Paychex Inc 4,750440K $2.47 %
14YETI Holdings Inc 11,150440K $2.47 %
15Bristol-Myers Squibb Co 7,100430.2K $2.41 %
16Johnson & Johnson 1,843423.6K $2.37 %
17SLB Ltd 7,400420.9K $2.36 %
18Microsoft Corp 1,000407.8K $2.28 %
19Universal Corp/VA 7,450399.2K $2.24 %
20Sysco Corp 4,800358.6K $2.01 %
21Consolidated Water Co Ltd 10,700342.9K $1.92 %
22Meritage Homes Corp 4,700316.5K $1.77 %
23ACM Research Inc 5,600289.5K $1.62 %
24Expeditors International of Washington Inc 1,900281K $1.57 %
25Edwards Lifesciences Corp 3,300275.6K $1.54 %
26Adeia Inc 8,550272.3K $1.53 %
27Adobe Inc 1,100270.7K $1.52 %
28CVS Health Corp 3,050254K $1.42 %
29Crown Castle Inc 2,600230.8K $1.29 %
30Core Laboratories Inc 14,500212.4K $1.19 %
31Oracle Corp 1,300209.8K $1.18 %
32Verizon Communications Inc 3,700177.7K $1.00 %
33Zumiez Inc 4,800117.9K $0.66 %
34Kenvue Inc 4,47478.4K $0.44 %

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Sector breakdown

  • Technology 27.1 %
  • Health care 9.9 %
  • Industrials 5.2 %
  • Financials 3.6 %
  • Materials 3.4 %
  • Consumer discretionary 3.3 %
  • Consumer staples 3.1 %
  • Energy 3.0 %
  • Real estate 1.7 %
  • Communication 1.3 %
  • Unattributed 38.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 96.4 %
  • Cayman Islands 3.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States3313.4M $96.36 %
2Cayman Islands1506.9K $3.64 %
Cite this page

Titelia. "Holdings of Unrestricted Series". https://titelia.com/en/funds/S000012121