| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM | 43 | Q2 2024 | 11.5% |
| MICROSOFT CORP COM | 43 | Q2 2024 | 8.5% |
| iShares Tr High Yield Corp | 43 | Q2 2024 | 5.7% |
| ISHARES U.S. PREFERRED STOCK ETF | 43 | Q2 2024 | 4.5% |
| META PLATFORMS INC CL A | 43 | Q2 2024 | 4.2% |
| VISA INC COM CL A | 43 | Q2 2024 | 3.4% |
| MASTERCARD INCORPORATED CL A | 43 | Q2 2024 | 3.6% |
| SPDR Gold Trust Gold | 43 | Q2 2024 | 3.5% |
| iShares Tr MSCI Emerg Mkt | 43 | Q2 2024 | 3.7% |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 43 | Q2 2024 | 2.1% |
View Blue Fin Capital, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-12 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-08 |
View Blue Fin Capital, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.