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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
WCWM
Willow Creek Wealth Management
California
$615K +$35.3K 1 0.45% Increased
2002
NB
Nicolet Bankshares
Wisconsin
$612K -$20K 2 0.33% Reduced
2003
NCM
Neumann Capital Management
California
$611K $0 1 0.39% Maintained
2004
WA
Wealth Architects
California
$610K -$179K 2 0.27% Reduced
2005
CAM
ClariVest Asset Management
California
$605K -$1.04M 6 0.02% Reduced
2006
BST
Bath Savings Trust
Maine
$598K -$8.69K 1 0.18% Reduced
2007
LA
Linden Advisors
New York
$595K $0 1 0.02% Maintained
2008
PIM
Partner Investment Management
California
$594K -$1.26M 1 0.79% Reduced
2009
CI
Cavalier Investments
Georgia
$583K -$108K 2 0.38% Reduced
2010
FC
Fayerweather Charles
$583K -$136K 1 0.87% Reduced
2011
BCP
Berkeley Capital Partners
Georgia
$577K -$427 1 0.42% Reduced
2012
RMA
Roffman Miller Associates
Pennsylvania
$577K +$18.3K 1 0.09% Increased
2013
KTC
Kistler-Tiffany Companies
Pennsylvania
$576K -$57.5K 4 0.28% Reduced
2014
SCM
Schnieders Capital Management
California
$576K -$214K 1 0.3% Reduced
2015
SAM
SignalPoint Asset Management
Missouri
$576K +$64.4K 1 0.15% Increased
2016
GEA
Glen Eagle Advisors
New Jersey
$574K +$579K 2 0.52% New
2017
MC
Montag & Caldwell
Georgia
$570K +$17.6K 1 0.01% Increased
2018
IWMPD
Integrated Wealth Management (Palm Desert)
California
$569K -$145K 1 0.21% Reduced
2019
IFB
iAB Financial Bank
Indiana
$567K -$1.52K 1 0.32% Reduced
2020
RTS
Round Table Services
New Jersey
$566K +$238K 1 0.23% Increased
2021
Brighton Jones LLC
Brighton Jones LLC
Washington
$564K -$534K 1 0.21% Reduced
2022
Waverly Advisors
Waverly Advisors
Alabama
$557K +$260K 1 0.21% Increased
2023
CAM
Cypress Asset Management
Texas
$554K -$3.05K 1 0.11% Reduced
2024
AAM
American Asset Management
Florida
$552K +$77.7K 1 0.61% Increased
2025
FIM
Fernwood Investment Management
Massachusetts
$550K -$421K 1 0.53% Reduced