$172 Million is the total value of Blue Fin Capital, Inc.'s 129 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PPL | Exit | PPL CORP COM | $0 | – | -5,705 | -100.0% | -0.13% | – |
PCG | Exit | PG&E CORP COM | $0 | – | -4,135 | -100.0% | -0.17% | – |
GSK | Exit | GLAXOSMITHKLINE PLC SPONSORED ADRsponsored adr | $0 | – | -7,125 | -100.0% | -0.18% | – |
AGX | Exit | ARGAN INC COM | $0 | – | -6,727 | -100.0% | -0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-26
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.