BF
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Blue Fin Capital, Inc.13F | |
| Blue Fin Capital, Inc. | |
| Last update 2025-02-18 | 137 Stocks (4 new) |
| Value $543.00 Mil | Turnover 1 % |
Blue Fin Capital, Inc. Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 695,534 | 93,403.4 | -1.32% | 17.210 | -0.22% | 0.000 | +48.68% | +22.83% | 4,021,995.9 | Semiconductors | |
AAPL | Apple Inc | 206,997 | 51,836.4 | -0.57% | 9.550 | -0.05% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
MSFT | Microsoft Corp | 95,112 | 40,089.8 | +1.01% | 7.390 | +0.07% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
AMZN | Amazon.com Inc | 126,121 | 27,669.8 | +0.02% | 5.100 | 0% | 0.000 | +21.72% | +2.57% | 2,388,891.6 | Retail - Cyclical | |
META | Meta Platforms Inc | 41,875 | 24,518.6 | +2.52% | 4.520 | +0.11% | 0.000 | +32.10% | +22.75% | 1,804,054.9 | Interactive Media | |
GOOGL | Alphabet Inc | 109,177 | 20,667.4 | -0.54% | 3.810 | -0.02% | 0.000 | +14.81% | -4.59% | 2,192,674.9 | Interactive Media | |
IGSB | iShares 1-3 Year Credit Bond ETF | 306,619 | 15,852.2 | +7.00% | 2.920 | +0.19% | 0.070 | +2.62% | +3.71% | 21,497.3 | ||
V | Visa Inc | 43,453 | 13,732.9 | +0.20% | 2.530 | +0.01% | 0.000 | +4.53% | +10.46% | 679,681.4 | Credit Services | |
MA | Mastercard Inc | 25,685 | 13,525.1 | +0.58% | 2.490 | +0.01% | 0.000 | +8.08% | +4.95% | 499,608.6 | Credit Services | |
COST | Costco Wholesale Corp | 12,373 | 11,337.1 | +0.43% | 2.090 | +0.01% | 0.000 | +0.85% | +6.16% | 430,319.1 | Retail - Defensive |
Blue Fin Capital, Inc.'s Historical Top Holdings Breakdowns
Blue Fin Capital, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2024-12-31 | Reduce Reduce | -0.22% | 118.85 ($138.16) 148.88 | $164.92 | 19.37% | Reduce -1.32% | 695,534 | -9,317 | |
IGSB | iShares 1-3 Year Credit Bond ETF | 2024-12-31 | Add Add | +0.19% | 51.53 ($51.97) 52.54 | $52.45 | 0.92% | Add 7% | 306,619 | 20,071 | |
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 2024-12-31 | Add Add | +0.17% | 78.09 ($79.38) 80.04 | $80.03 | 0.82% | Add 18.42% | 75,724 | 11,778 | |
IGIB |
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
| 2024-12-31 | Add Add | +0.16% | 51.33 ($52.35) 53.68 | $52.71 | 0.69% | Add 11.78% | 155,603 | 16,394 | |
META | Meta Platforms Inc | 2024-12-31 | Add Add | +0.11% | 554.08 ($587.14) 632.68 | $717.51 | 22.20% | Add 2.52% | 41,875 | 1,031 | |
JNK | SPDR Bloomberg High Yield Bond ETF | 2024-12-31 | Reduce Reduce | -0.10% | 94.77 ($96.51) 97.36 | $96.44 | -0.07% | Reduce -16.04% | 29,266 | -5,591 | |
GWW | W.W. Grainger Inc | 2024-12-31 | New Buy New Buy | +0.09% | 1022.84 ($1128.21) 1220.93 | $1,059.49 | -6.09% | New holding | 446 | 446 | |
CVX | Chevron Corp | 2024-12-31 | Reduce Reduce | -0.08% | 141.15 ($153.12) 162.53 | $155.31 | 1.43% | Reduce -37.77% | 4,828 | -2,930 | |
MU | Micron Technology Inc | 2024-12-31 | Sold Out Sold Out | -0.08% | 84.16 ($101.74) 113.41 | $124.53 | 22.40% | Sold Out | 0 | -3,977 | |
AMD | Advanced Micro Devices Inc | 2024-12-31 | Reduce Reduce | -0.07% | 118.88 ($143.64) 172.8 | $146.42 | 1.94% | Reduce -11.33% | 18,488 | -2,363 |
Blue Fin Capital, Inc. Total Holding History ($B)
Blue Fin Capital, Inc.'s Asset Allocation
Blue Fin Capital, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Blue Fin Capital, Inc.'s Hypothetical Growth since 2024-12-31
Blue Fin Capital, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Blue Fin Capital, Inc.'s Holdings Heat Map
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Blue Fin Capital, Inc.'s Holdings Bubble Chart
Blue Fin Capital, Inc. News
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