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Cybersecurity

Cybersecurity companies defend networks, identities, and data against attackers. Spending is unusually resilient because the cost of a breach rises faster than the cost of prevention, and regulation keeps raising the floor.

85 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2001
DA
Dillon & Associates
Michigan
$408K $0 1 0.2% Maintained
2002
AWP
Ascent Wealth Partners
New York
$405K +$473K 1 0.23% New
2003
CNFG
Creegan & Nassoura Financial Group
New Hampshire
$404K -$5.96K 1 0.46% Reduced
2004
Jensen Investment Management
Jensen Investment Management
Oregon
$401K -$59.3K 1 0.01% Reduced
2005
TL
Tirschwell & Loewy
New York
$401K $0 1 0.07% Maintained
2006
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$399K +$392K 5 0.02% Increased
2007
JDR
Jay D. Rosenbaum
$398K $0 1 0.11% Maintained
2008
LFA
Landmark Financial Advisors
Kentucky
$398K +$138 1 0.42% Increased
2009
OCM
Orleans Capital Management
Louisiana
$398K -$182K 1 0.31% Reduced
2010
SIG
Schooner Investment Group
Pennsylvania
$396K -$835K 1 0.74% Reduced
2011
SIM
SSI Investment Management
California
$392K $0 1 0.04% Maintained
2012
MWP
MYCIO Wealth Partners
Pennsylvania
$391K -$49.8K 7 0.07% Reduced
2013
MC
Montag & Caldwell
Georgia
$389K -$674K 1 0.01% Reduced
2014
QGM
Quality Growth Management
California
$388K +$394K 1 0.43% New
2015
NBC
Neuberger Berman Canada
Ontario, Canada
$387K +$29.7K 1 0.15% Increased
2016
BOS
Bank of Stockton
California
$386K -$77.2K 1 0.22% Reduced
2017
GWS
Glassman Wealth Services
Virginia
$384K -$447K 3 0.35% Reduced
2018
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$384K -$32.9K 1 0.32% Reduced
2019
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$383K -$13M 1 0.03% Reduced
2020
AMG
Asset Management Group
Connecticut
$381K +$2.68K 1 0.17% Increased
2021
GD
Grandfield & Dodd
New York
$378K -$6.62K 1 0.06% Reduced
2022
IIM
Ironwood Investment Management
Massachusetts
$376K +$28 1 0.16% Increased
2023
MSS
Mitchell Sinkler & Starr
Pennsylvania
$374K -$133K 1 0.51% Reduced
2024
MHIM
MacNealy Hoover Investment Management
Ohio
$368K $0 1 0.31% Maintained
2025
Peconic Partners
Peconic Partners
New York
$366K $0 1 0.12% Maintained