Portfolio (Quarterly)
Guide ↗
Blue Fin Capital, Inc.
· CIK 0001576102| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | SLV | ISHARES SILVER TR | Financial Services | 4,254.0 | $227K | 0.03% | — | — | $53.47 | +17.3% |
| 162 | COHR | COHERENT CORP | Technology | 575.0 | $227K | 0.03% | NEW | — | $394.47 | -26.6% |
| 163 | CAT | CATERPILLAR INC | Industrials | 202.0 | $215K | 0.03% | NEW | — | $1064.90 | -22.3% |
| 164 | SNDK | SANDISK CORP | Technology | 94.0 | $214K | 0.03% | NEW | — | $2273.73 | -29.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
46.9%
Financial Services
15.6%
Communication Services
11.5%
Healthcare
7.8%
Consumer Cyclical
7.7%
Consumer Defensive
4.2%
Industrials
3.7%
Utilities
1.4%
Energy
0.5%
Basic Materials
0.3%