$279 Million is the total value of Blue Fin Capital, Inc.'s 113 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC CAP STK CL Ccap stk cl c | $2,326,000 | +19.2% | 1,328 | 0.0% | 0.83% | +5.4% | |
| AIA | ISHARES ASIA 50 ETFasia 50 etf | $1,684,000 | +21.3% | 19,330 | 0.0% | 0.60% | +7.5% | |
| TJX | TJX COS INC NEW COM | $1,666,000 | +22.8% | 24,401 | 0.0% | 0.60% | +8.6% | |
| IVV | ISHARES CORE S&P 500 ETFcore s&p500 etf | $903,000 | +11.8% | 2,406 | 0.0% | 0.32% | -1.2% | |
| MUB | ISHARES NATIONAL MUNI BOND ETFnational mun etf | $492,000 | +1.2% | 4,200 | 0.0% | 0.18% | -10.7% | |
| PSA | PUBLIC STORAGE COM | $451,000 | +3.7% | 1,957 | 0.0% | 0.16% | -8.5% | |
| DHI | D R HORTON INC COM | $402,000 | -8.8% | 5,838 | 0.0% | 0.14% | -19.1% | |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COM | $285,000 | +11.3% | 1,602 | 0.0% | 0.10% | -1.9% | |
| AEP | AMERICAN ELEC PWR CO INC COM | $253,000 | +2.0% | 3,041 | 0.0% | 0.09% | -9.0% | |
| LOW | LOWES COS INC COM | $254,000 | -3.4% | 1,586 | 0.0% | 0.09% | -14.2% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INC CL Acl a | $248,000 | -28.3% | 736 | 0.0% | 0.09% | -36.4% | |
| CFMS | CONFORMIS INC COM | $83,000 | -21.0% | 125,982 | 0.0% | 0.03% | -28.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-28
Signatures
The EDGAR filing(s) were signed by:
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 | 2024-02-06 |
| 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 |
| 13F-HR | 2021-10-25 |
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.