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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
CAM
ClariVest Asset Management
California
$710K -$14.3K 6 0.02% Reduced
2002
FCCM
First City Capital Management
Georgia
$709K -$3.24K 1 0.52% Reduced
2003
MC
Middleton & Co
Massachusetts
$708K -$24.8K 1 0.16% Reduced
2004
CFA
CT Financial Advisors
Pennsylvania
$706K -$31.4K 2 0.44% Reduced
2005
FNBOMD
First National Bank of Mount Dora
Florida
$705K -$331K 2 0.38% Reduced
2006
PB
Pinnacle Bancorp
Nebraska
$702K +$678K 3 0.5% New
2007
RMA
Roffman Miller Associates
Pennsylvania
$702K +$55.2K 1 0.1% Increased
2008
PFBT
Parkside Financial Bank & Trust
Missouri
$701K -$61K 7 0.3% Reduced
2009
BST
Bath Savings Trust
Maine
$697K +$27.6K 1 0.2% Increased
2010
FI
FormulaFolio Investments
Michigan
$697K -$20.5K 1 0.08% Reduced
2011
BSB
Bangor Savings Bank
Maine
$695K -$50K 1 0.15% Reduced
2012
ITIM
Indiana Trust & Investment Management
Indiana
$695K -$39.7K 1 0.35% Reduced
2013
PWP
Private Wealth Partners
California
$690K -$355K 1 0.15% Reduced
2014
MJP
Michael J. Puzo
$689K -$593K 1 0.38% Reduced
2015
RFG Advisory
RFG Advisory
Alabama
$688K +$341K 1 0.52% Increased
2016
GEM
Global Endowment Management
North Carolina
$685K +$28.5K 1 0.1% Increased
2017
MC
Miles Capital
Iowa
$682K +$163K 2 0.38% Increased
2018
SAM
SignalPoint Asset Management
Missouri
$679K +$32.9K 1 0.19% Increased
2019
LC
LCNB Corp
Ohio
$670K -$24.1K 1 0.64% Reduced
2020
HWA
HCR Wealth Advisors
California
$669K -$1.88K 1 0.34% Reduced
2021
IWMPD
Integrated Wealth Management (Palm Desert)
California
$663K +$24.6K 1 0.22% Increased
2022
GAG
GM Advisory Group
New York
$659K -$28.9K 1 0.23% Reduced
2023
BW
Bison Wealth
Georgia
$658K -$29.7K 1 0.57% Reduced
2024
BWA
BlueSky Wealth Advisors
North Carolina
$656K -$268K 1 0.31% Reduced
2025
LC
Lourd Capital
California
$650K +$86.6K 1 0.06% Increased