$129 Million is the total value of Blue Fin Capital, Inc.'s 125 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
KHC | New | Kraft Heinz Co | $327,000 | – | 4,635 | +100.0% | 0.25% | – |
FL | New | Foot Locker Inc | $246,000 | – | 3,424 | +100.0% | 0.19% | – |
MCO | New | Moodys Corp | $209,000 | – | 2,124 | +100.0% | 0.16% | – |
UIL | New | UIL Holding Corp | $201,000 | – | 3,990 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-10-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC COM | 40 | Q3 2023 | 11.5% |
MICROSOFT CORP COM | 40 | Q3 2023 | 8.2% |
iShares Tr High Yield Corp | 40 | Q3 2023 | 5.7% |
ISHARES U.S. PREFERRED STOCK ETF | 40 | Q3 2023 | 4.5% |
META PLATFORMS INC CL A | 40 | Q3 2023 | 4.0% |
VISA INC COM CL A | 40 | Q3 2023 | 3.4% |
MASTERCARD INCORPORATED CL A | 40 | Q3 2023 | 3.6% |
SPDR Gold Trust Gold | 40 | Q3 2023 | 3.5% |
iShares Tr MSCI Emerg Mkt | 40 | Q3 2023 | 3.7% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 40 | Q3 2023 | 2.1% |
View Blue Fin Capital, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
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 |
13F-HR | 2022-04-12 |
13F-HR | 2022-01-19 |
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.