Blue Fin Capital as of Dec. 31, 2015
Portfolio Holdings for Blue Fin Capital
Blue Fin Capital holds 122 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 8.2 | $11M | 101k | 105.26 | |
iShares iBoxx $ High Yid Corp Bond (HYG) | 4.5 | $5.9M | 73k | 80.59 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 4.0 | $5.1M | 132k | 38.85 | |
iShares MSCI Emerging Markets Indx (EEM) | 2.5 | $3.2M | 101k | 32.19 | |
Microsoft Corporation (MSFT) | 2.5 | $3.2M | 58k | 55.48 | |
SPDR Gold Trust (GLD) | 2.2 | $2.9M | 29k | 101.46 | |
iShares MSCI EAFE Index Fund (EFA) | 2.2 | $2.9M | 49k | 58.73 | |
CVS Caremark Corporation (CVS) | 2.0 | $2.6M | 27k | 97.77 | |
Visa (V) | 2.0 | $2.6M | 33k | 77.56 | |
Berkshire Hathaway (BRK.B) | 1.9 | $2.5M | 19k | 132.06 | |
Exxon Mobil Corporation (XOM) | 1.9 | $2.4M | 31k | 77.96 | |
MasterCard Incorporated (MA) | 1.8 | $2.3M | 24k | 97.34 | |
iShares Russell 3000 Index (IWV) | 1.8 | $2.3M | 19k | 120.32 | |
Johnson & Johnson (JNJ) | 1.7 | $2.2M | 21k | 102.72 | |
Facebook Inc cl a (META) | 1.6 | $2.1M | 20k | 104.67 | |
Alphabet Inc Class A cs (GOOGL) | 1.6 | $2.1M | 2.6k | 777.86 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 1.6 | $2.0M | 19k | 105.80 | |
Powershares Senior Loan Portfo mf | 1.4 | $1.8M | 79k | 22.40 | |
Raytheon Company | 1.3 | $1.7M | 14k | 124.53 | |
General Electric Company | 1.3 | $1.7M | 55k | 31.16 | |
Colgate-Palmolive Company (CL) | 1.3 | $1.7M | 25k | 66.63 | |
Reynolds American | 1.3 | $1.6M | 36k | 46.14 | |
Pfizer (PFE) | 1.2 | $1.6M | 50k | 32.28 | |
Altria (MO) | 1.2 | $1.6M | 27k | 58.21 | |
Chevron Corporation (CVX) | 1.1 | $1.5M | 16k | 89.95 | |
SPDR S&P Dividend (SDY) | 1.0 | $1.4M | 18k | 73.59 | |
Merck & Co (MRK) | 1.0 | $1.3M | 25k | 52.83 | |
JPMorgan Chase & Co. (JPM) | 1.0 | $1.3M | 20k | 66.01 | |
Eli Lilly & Co. (LLY) | 1.0 | $1.3M | 15k | 84.28 | |
Lockheed Martin Corporation (LMT) | 1.0 | $1.3M | 5.9k | 217.20 | |
Coca-Cola Company (KO) | 0.9 | $1.2M | 28k | 42.97 | |
Enbridge (ENB) | 0.9 | $1.2M | 37k | 33.19 | |
Procter & Gamble Company (PG) | 0.9 | $1.2M | 15k | 79.38 | |
Bristol Myers Squibb (BMY) | 0.9 | $1.2M | 17k | 68.78 | |
Alphabet Inc Class C cs (GOOG) | 0.9 | $1.2M | 1.6k | 758.80 | |
BlackRock (BLK) | 0.9 | $1.1M | 3.3k | 340.50 | |
Philip Morris International (PM) | 0.9 | $1.1M | 13k | 87.92 | |
Amazon (AMZN) | 0.9 | $1.1M | 1.7k | 675.64 | |
Bank of America Corporation (BAC) | 0.9 | $1.1M | 66k | 16.83 | |
Pepsi (PEP) | 0.9 | $1.1M | 11k | 99.88 | |
Wells Fargo & Company (WFC) | 0.8 | $1.1M | 20k | 54.36 | |
Nextera Energy (NEE) | 0.8 | $1.1M | 10k | 103.92 | |
Spdr S&p 500 Etf (SPY) | 0.8 | $1.0M | 5.1k | 203.82 | |
Wal-Mart Stores (WMT) | 0.8 | $1.0M | 17k | 61.31 | |
Abbvie (ABBV) | 0.8 | $977k | 17k | 59.23 | |
Deluxe Corporation (DLX) | 0.7 | $958k | 18k | 54.54 | |
Plum Creek Timber | 0.7 | $954k | 20k | 47.70 | |
Amgen (AMGN) | 0.7 | $943k | 5.8k | 162.25 | |
ConocoPhillips (COP) | 0.7 | $929k | 20k | 46.70 | |
Abbott Laboratories (ABT) | 0.7 | $913k | 20k | 44.90 | |
Southern Company (SO) | 0.7 | $911k | 20k | 46.77 | |
McDonald's Corporation (MCD) | 0.7 | $901k | 7.6k | 118.13 | |
Cisco Systems (CSCO) | 0.7 | $887k | 33k | 27.16 | |
American Express Company (AXP) | 0.7 | $875k | 13k | 69.53 | |
Gilead Sciences (GILD) | 0.6 | $837k | 8.3k | 101.18 | |
Public Storage (PSA) | 0.6 | $791k | 3.2k | 247.57 | |
Walt Disney Company (DIS) | 0.6 | $775k | 7.4k | 105.01 | |
Dominion Resources (D) | 0.6 | $741k | 11k | 67.66 | |
Walgreen Boots Alliance (WBA) | 0.6 | $708k | 8.3k | 85.16 | |
Boston Properties (BXP) | 0.5 | $705k | 5.5k | 127.51 | |
Home Depot (HD) | 0.5 | $682k | 5.2k | 132.17 | |
Stryker Corporation (SYK) | 0.5 | $656k | 7.1k | 92.98 | |
United Technologies Corporation | 0.5 | $650k | 6.8k | 96.01 | |
iShares Lehman Aggregate Bond (AGG) | 0.5 | $622k | 5.8k | 108.04 | |
Verizon Communications (VZ) | 0.5 | $600k | 13k | 46.25 | |
Yum! Brands (YUM) | 0.5 | $602k | 8.2k | 73.04 | |
Automatic Data Processing (ADP) | 0.5 | $587k | 6.9k | 84.79 | |
PowerShares QQQ Trust, Series 1 | 0.5 | $582k | 5.2k | 111.77 | |
Realty Income (O) | 0.4 | $572k | 11k | 51.67 | |
Schlumberger (SLB) | 0.4 | $542k | 7.8k | 69.78 | |
Express Scripts Holding | 0.4 | $529k | 6.0k | 87.45 | |
iShares S&P Global Healthcare Sect. (IXJ) | 0.4 | $500k | 4.9k | 102.67 | |
Emerson Electric (EMR) | 0.4 | $499k | 10k | 47.80 | |
Oracle Corporation (ORCL) | 0.4 | $474k | 13k | 36.53 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.4 | $476k | 4.3k | 109.58 | |
At&t (T) | 0.4 | $468k | 14k | 34.43 | |
Boeing Company (BA) | 0.4 | $470k | 3.3k | 144.53 | |
Northrop Grumman Corporation (NOC) | 0.3 | $460k | 2.4k | 188.91 | |
Novartis (NVS) | 0.3 | $450k | 5.2k | 86.03 | |
AllianceBernstein Holding (AB) | 0.3 | $443k | 19k | 23.83 | |
Duke Energy (DUK) | 0.3 | $440k | 6.2k | 71.36 | |
Eversource Energy (ES) | 0.3 | $445k | 8.7k | 51.04 | |
Citigroup (C) | 0.3 | $433k | 8.4k | 51.79 | |
GlaxoSmithKline | 0.3 | $409k | 10k | 40.40 | |
Welltower Inc Com reit (WELL) | 0.3 | $417k | 6.1k | 68.03 | |
Accenture (ACN) | 0.3 | $406k | 3.9k | 104.50 | |
Vector (VGR) | 0.3 | $403k | 17k | 23.61 | |
Phillips 66 (PSX) | 0.3 | $388k | 4.7k | 81.72 | |
Textron (TXT) | 0.3 | $374k | 8.9k | 41.96 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.3 | $373k | 2.1k | 173.89 | |
Proshares Tr pshs ult nasb (BIB) | 0.3 | $370k | 5.2k | 71.40 | |
HCP | 0.3 | $333k | 8.7k | 38.28 | |
Energy Select Sector SPDR (XLE) | 0.2 | $323k | 5.4k | 60.25 | |
Rayonier (RYN) | 0.2 | $325k | 15k | 22.23 | |
BP (BP) | 0.2 | $318k | 10k | 31.23 | |
Kraft Heinz (KHC) | 0.2 | $311k | 4.3k | 72.75 | |
Intel Corporation (INTC) | 0.2 | $302k | 8.8k | 34.41 | |
Stericycle (SRCL) | 0.2 | $305k | 2.5k | 120.79 | |
D.R. Horton (DHI) | 0.2 | $303k | 9.5k | 32.03 | |
iShares Silver Trust (SLV) | 0.2 | $299k | 23k | 13.20 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $273k | 2.1k | 127.27 | |
Nike (NKE) | 0.2 | $274k | 4.4k | 62.56 | |
TJX Companies (TJX) | 0.2 | $276k | 3.9k | 70.95 | |
Kinder Morgan (KMI) | 0.2 | $267k | 18k | 14.93 | |
American Electric Power Company (AEP) | 0.2 | $266k | 4.6k | 58.27 | |
Washington Real Estate Investment Trust (ELME) | 0.2 | $263k | 9.7k | 27.02 | |
Dunkin' Brands Group | 0.2 | $259k | 6.1k | 42.56 | |
Cognizant Technology Solutions (CTSH) | 0.2 | $243k | 4.1k | 59.93 | |
China Mobile | 0.2 | $242k | 4.3k | 56.28 | |
Foot Locker (FL) | 0.2 | $253k | 3.9k | 64.97 | |
PG&E Corporation (PCG) | 0.2 | $244k | 4.6k | 53.28 | |
PetMed Express (PETS) | 0.2 | $249k | 15k | 17.17 | |
Alexandria Real Estate Equities (ARE) | 0.2 | $242k | 2.7k | 90.47 | |
Illumina (ILMN) | 0.2 | $235k | 1.2k | 191.68 | |
State Street Corporation (STT) | 0.2 | $223k | 3.4k | 66.47 | |
Moody's Corporation (MCO) | 0.2 | $218k | 2.2k | 100.28 | |
McGraw-Hill Companies | 0.2 | $225k | 2.3k | 98.47 | |
Diageo (DEO) | 0.2 | $223k | 2.0k | 109.15 | |
Honeywell International (HON) | 0.2 | $224k | 2.2k | 103.46 | |
British American Tobac (BTI) | 0.2 | $215k | 2.0k | 110.26 | |
Goldman Sachs (GS) | 0.2 | $205k | 1.1k | 179.98 | |
PowerShares FTSE RAFI US 1000 | 0.1 | $201k | 2.3k | 87.01 |