$177 Million is the total value of Blue Fin Capital, Inc.'s 125 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WRE | Exit | WASHINGTON REAL ESTATE INVT TR SH BEN INTsh ben int | $0 | – | -6,708 | -100.0% | -0.12% | – |
| NSC | Exit | NORFOLK SOUTHERN CORP COM | $0 | – | -1,463 | -100.0% | -0.12% | – |
| LUV | Exit | SOUTHWEST AIRLS CO COM | $0 | – | -3,500 | -100.0% | -0.13% | – |
| KMB | Exit | KIMBERLY CLARK CORP COM | $0 | – | -2,005 | -100.0% | -0.14% | – |
| KHC | Exit | KRAFT HEINZ CO COM | $0 | – | -3,665 | -100.0% | -0.17% | – |
| GE | Exit | GENERAL ELECTRIC CO COM | $0 | – | -34,543 | -100.0% | -0.35% | – |
| AAPL | Exit | APPLE INC COMcall | $0 | – | -9,800 | -100.0% | -0.97% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-07
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.