# Unrestricted Series

Unrestricted Series is a registered fund series of BULLFINCH FUND INC (series S000012121). Net assets $17.8M as of 2026-04-30.

## Profile

- Series ID: S000012121
- Registrant: BULLFINCH FUND INC
- LEI: 2549001C94NQESI1E862
- Net assets: $17.8M
- Total assets: $17.9M
- As of: 2026-04-30

## Advisers

- [Carosa, Stanton Asset Management, LCC (Advisor)](https://search.stillhousedata.com/firm/104588)

## Top holdings (36 reported)

_Showing 15 of 36 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| Charles Schwab Bank | — | $2.3M | 1261.00% |
| [Schwab US Treasury Money Ultra](https://search.stillhousedata.com/security/808515472) | — | $1.7M | 940.00% |
| [Cisco Systems, Inc.](https://search.stillhousedata.com/security/17275R102) | — | $979K | 549.00% |
| [Western Digital Corp.](https://search.stillhousedata.com/security/958102105) | — | $782K | 438.00% |
| [Flowserve Corporation](https://search.stillhousedata.com/security/34354P105) | — | $714K | 400.00% |
| [Avnet, Inc.](https://search.stillhousedata.com/security/053807103) | — | $705K | 395.00% |
| [Corning Inc.](https://search.stillhousedata.com/security/219350105) | — | $657K | 368.00% |
| [SanDisk Corp](https://search.stillhousedata.com/security/80004C200) | — | $530K | 297.00% |
| [Fresh Del Monte Produce Inc.](https://search.stillhousedata.com/security/G36738105) | — | $507K | 284.00% |
| [Arthur J Gallagher & Co.](https://search.stillhousedata.com/security/363576109) | — | $506K | 283.00% |
| [AAR Corporation](https://search.stillhousedata.com/security/000361105) | — | $486K | 272.00% |
| [Intel Corp.](https://search.stillhousedata.com/security/458140100) | — | $472K | 265.00% |
| [Reliance Inc.](https://search.stillhousedata.com/security/759509102) | — | $471K | 264.00% |
| [Amazon.com Inc.](https://search.stillhousedata.com/security/023135106) | — | $461K | 258.00% |
| [Paychex, Inc.](https://search.stillhousedata.com/security/704326107) | — | $440K | 247.00% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-04-30 | $17.8M |
| 2026-01-31 | $16.3M |
| 2025-10-31 | $14.4M |
| 2025-07-31 | $13.5M |
| 2025-04-30 | $11.8M |
| 2025-01-31 | $12.6M |
| 2024-10-31 | $12.4M |
| 2024-07-31 | $12.3M |

## More

- [Registrant: BULLFINCH FUND INC](https://search.stillhousedata.com/registrant/1038199)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000012121.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.