Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Blue Fin Capital Inc.
  City: Providence
  State: RI
  Zip: 02903
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $448,548,000
  Total Value Change : $58,921,000
  Securities Held Change : 0
   
All Securities Held : 139
  New Positions : 3
  Closed Positions : 3
  Increased Positions : 51
  Unchanged Positions : 17
  Decreased Positions : 68

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 17     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (AB)1 Year Chart         AB AllianceBernstein 57 - $33.39 $1,431,000 41,180 0.32% 153,000 0 0.043    Asset Management
   (XLK)1 Year Chart         XLK SPDR Technology Sector 78 - $215.60 $844,000 4,054 0.19% 64,000 0 0.001    Closed - End Fund - E...
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 85 - $43.24 $651,000 15,508 0.15% 46,000 0 0.001    Closed - End Fund - E...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 98 - $112.75 $455,000 3,917 0.1% 63,000 0 0    Integrated Oil & Gas
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 100 - $118.92 $435,000 3,593 0.1% 34,000 0 0.001    Closed - End Fund - Debt
   (DE)1 Year Chart         DE Deere & Co 101 - $368.58 $431,000 1,050 0.1% 11,000 0 0    Farm & Construction M...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 103 - $216.67 $416,000 1,635 0.09% 52,000 0 0.001    Home Improvement Stores
   (DUK)1 Year Chart         DUK Duke Energy Corp 104 - $102.62 $416,000 4,301 0.09% -1,000 0 0    Electric Utilities
   (TXT)1 Year Chart         TXT Textron Inc 106 - $85.60 $403,000 4,200 0.09% 65,000 0 0.008    Conglomerates
   (PRF)1 Year Chart         PRF Invesco FTSE RAFI US 107 - $36.69 $403,000 10,476 0.09% 34,000 0 0.006    Closed - End Fund - E...
   (SRLN)1 Year Chart         SRLN SPDR Blackstone/GSO Senior ... 110 - $41.83 $396,000 9,404 0.09% 2,000 0 0    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 116 - $351.27 $327,000 970 0.07% 33,000 0 0    Closed - End Fund - E...
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 117 - $143.46 $323,000 2,389 0.07% 30,000 0 0.001    Closed - End Fund - E...
   (MS)1 Year Chart         MS Morgan Stanley 125 - $97.14 $279,000 2,965 0.06% 3,000 0 0    Investment Brokerage ...
   (EPD)1 Year Chart         EPD Enterprise Products Partner... 130 - $28.35 $252,000 8,632 0.06% 25,000 0 0    Independent Oil & Gas
   (RYN)1 Year Chart         RYN Rayonier Inc 132 - $30.39 $241,000 7,258 0.05% -1,000 0 0.005    Property Management
   (GGG)1 Year Chart         GGG Graco Inc 137 - $78.35 $224,000 2,400 0.05% 16,000 0 0    Diversified Machinery

      17 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results