Blue Fin Capital
Latest statistics and disclosures from Blue Fin Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, GOOGL, AMZN, and represent 38.86% of Blue Fin Capital's stock portfolio.
- Added to shares of these 10 stocks: IGSB, SHY, IGIB, SMH, IEMG, IEI, ITOT, IEFA, AVGO, PFF.
- Started 2 new stock positions in TPL, WM.
- Reduced shares in these 10 stocks: IGV, NVDA, AAPL, GOOGL, V, MA, LLY, WMT, AMZN, XLK.
- Sold out of its positions in APO, GBTC, IGV, NVS, YUM.
- Blue Fin Capital was a net buyer of stock by $2.8M.
- Blue Fin Capital has $610M in assets under management (AUM), dropping by -5.46%.
- Central Index Key (CIK): 0001576102
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Portfolio Holdings for Blue Fin Capital
Blue Fin Capital holds 150 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 16.3 | $99M | 569k | 174.40 |
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| Apple (AAPL) | 8.0 | $49M | 192k | 253.79 |
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| Microsoft Corporation (MSFT) | 5.7 | $35M | 94k | 370.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $29M | -2% | 102k | 287.56 |
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| Amazon (AMZN) | 4.1 | $25M | 120k | 208.27 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 3.8 | $23M | +8% | 440k | 52.56 |
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| Meta Platforms Cl A (META) | 3.7 | $23M | 40k | 572.14 |
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| Spdr Gold Tr Gold Shs (GLD) | 2.9 | $17M | 40k | 430.30 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 2.2 | $14M | +9% | 256k | 53.22 |
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| Costco Wholesale Corporation (COST) | 2.0 | $12M | 12k | 996.49 |
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| Visa Com Cl A (V) | 1.9 | $12M | -4% | 38k | 302.25 |
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| Broadcom (AVGO) | 1.9 | $11M | +6% | 37k | 309.51 |
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| Mastercard Incorporated Cl A (MA) | 1.8 | $11M | -4% | 22k | 499.68 |
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| JPMorgan Chase & Co. (JPM) | 1.7 | $10M | 36k | 294.17 |
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| Eli Lilly & Co. (LLY) | 1.5 | $9.3M | -5% | 10k | 919.80 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.4 | $8.3M | +4% | 105k | 79.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $7.9M | 27k | 286.86 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.3 | $7.7M | 12k | 650.36 |
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| Wal-Mart Stores (WMT) | 1.1 | $6.9M | -5% | 55k | 124.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $6.7M | 14k | 479.22 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 1.0 | $6.1M | +13% | 51k | 118.60 |
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| Raytheon Technologies Corp (RTX) | 1.0 | $6.0M | 31k | 192.91 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 1.0 | $5.9M | +7% | 196k | 30.32 |
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| Johnson & Johnson (JNJ) | 0.8 | $5.1M | 21k | 244.44 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.8 | $5.0M | +3% | 13k | 390.42 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.8 | $4.9M | +17% | 34k | 142.43 |
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| TJX Companies (TJX) | 0.8 | $4.6M | 29k | 159.70 |
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| Advanced Micro Devices (AMD) | 0.7 | $4.5M | 22k | 203.44 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.7 | $4.5M | 12k | 370.68 |
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| UnitedHealth (UNH) | 0.7 | $4.4M | 16k | 270.60 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $4.3M | +2% | 7.1k | 604.47 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.7 | $4.1M | +45% | 50k | 82.57 |
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| Nextera Energy (NEE) | 0.7 | $4.1M | +2% | 44k | 92.88 |
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| Blackrock (BLK) | 0.7 | $4.1M | +3% | 4.3k | 961.83 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.6 | $3.9M | -5% | 97k | 40.47 |
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| Home Depot (HD) | 0.6 | $3.7M | +4% | 11k | 328.89 |
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| Abbvie (ABBV) | 0.6 | $3.6M | 16k | 217.50 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.6 | $3.5M | +4% | 173k | 20.41 |
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| Stryker Corporation (SYK) | 0.6 | $3.4M | 10k | 328.61 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $3.3M | +26% | 36k | 90.53 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $3.2M | -8% | 57k | 56.79 |
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| Merck & Co (MRK) | 0.5 | $3.2M | -7% | 27k | 120.29 |
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| Northrop Grumman Corporation (NOC) | 0.5 | $3.2M | 4.7k | 682.36 |
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| Arm Holdings Sponsored Ads (ARM) | 0.5 | $3.1M | -9% | 21k | 151.29 |
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| Ishares Core Msci Emkt (IEMG) | 0.5 | $2.9M | +54% | 42k | 69.75 |
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| Spdr Series Trust State Street Spd (JNK) | 0.4 | $2.6M | 27k | 95.72 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.4 | $2.6M | +13% | 4.2k | 616.84 |
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| Amgen (AMGN) | 0.4 | $2.6M | 7.3k | 351.88 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $2.5M | +5% | 21k | 114.99 |
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| S&p Global (SPGI) | 0.4 | $2.4M | +7% | 5.7k | 425.35 |
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| Intuitive Surgical Com New (ISRG) | 0.4 | $2.2M | 4.8k | 461.06 |
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| D.R. Horton (DHI) | 0.3 | $2.1M | +3% | 15k | 137.23 |
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| Bank of America Corporation (BAC) | 0.3 | $2.1M | 43k | 48.75 |
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| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.3 | $2.0M | +7% | 39k | 50.95 |
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| Moody's Corporation (MCO) | 0.3 | $2.0M | -3% | 4.5k | 436.26 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.3 | $1.9M | +15% | 39k | 48.32 |
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| Abbott Laboratories (ABT) | 0.3 | $1.8M | -2% | 17k | 102.68 |
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| TransDigm Group Incorporated (TDG) | 0.3 | $1.8M | +7% | 1.5k | 1159.36 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $1.7M | +3% | 16k | 110.36 |
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| Pepsi (PEP) | 0.3 | $1.7M | 11k | 155.29 |
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| Ishares Tr Ishares Biotech (IBB) | 0.3 | $1.7M | 10k | 168.85 |
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| Procter & Gamble Company (PG) | 0.3 | $1.7M | +2% | 12k | 144.45 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $1.5M | -6% | 57k | 26.61 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.5M | 2.6k | 577.25 |
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| Chevron Corporation (CVX) | 0.2 | $1.5M | +10% | 7.0k | 206.90 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.4M | +11% | 2.0k | 697.85 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.2 | $1.4M | +440% | 3.7k | 383.40 |
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| Sherwin-Williams Company (SHW) | 0.2 | $1.3M | +4% | 4.1k | 320.59 |
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| Southern Company (SO) | 0.2 | $1.3M | 13k | 96.53 |
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| Spdr Series Trust State Street Spd (SDY) | 0.2 | $1.3M | 8.6k | 145.95 |
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| Micron Technology (MU) | 0.2 | $1.2M | +2% | 3.6k | 337.84 |
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| Ishares Gold Tr Ishares New (IAU) | 0.2 | $1.2M | -11% | 14k | 88.16 |
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| Coca-Cola Company (KO) | 0.2 | $1.2M | -7% | 16k | 76.05 |
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| McDonald's Corporation (MCD) | 0.2 | $1.2M | -2% | 3.8k | 310.79 |
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| Netflix (NFLX) | 0.2 | $1.1M | 12k | 96.15 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.0M | +4% | 12k | 85.23 |
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| Ishares Msci Em Asia Etf (EEMA) | 0.2 | $1.0M | 11k | 95.74 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.2 | $1.0M | +5% | 27k | 37.44 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $997k | -5% | 5.0k | 198.29 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $985k | 5.8k | 169.66 |
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| Ishares Tr Asia 50 Etf (AIA) | 0.2 | $945k | -8% | 8.9k | 106.15 |
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| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.2 | $933k | 21k | 44.45 |
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| Boston Scientific Corporation (BSX) | 0.2 | $928k | +12% | 15k | 62.75 |
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| Enbridge (ENB) | 0.2 | $915k | +5% | 17k | 54.14 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $874k | -2% | 8.8k | 99.28 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $844k | +14% | 7.6k | 110.86 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $711k | +22% | 538.00 | 1320.83 |
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| Cisco Systems (CSCO) | 0.1 | $704k | -16% | 9.1k | 77.59 |
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| W.W. Grainger (GWW) | 0.1 | $675k | 619.00 | 1090.81 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $629k | +8% | 6.7k | 93.93 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $618k | 4.7k | 130.95 |
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| Lowe's Companies (LOW) | 0.1 | $607k | +24% | 2.6k | 236.28 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $589k | 2.4k | 244.18 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $532k | 3.6k | 148.10 |
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| Textron (TXT) | 0.1 | $527k | 6.0k | 87.57 |
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| Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) | 0.1 | $527k | 25k | 20.90 |
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| Qualcomm (QCOM) | 0.1 | $519k | -15% | 4.0k | 128.79 |
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| Tesla Motors (TSLA) | 0.1 | $515k | 1.4k | 371.75 |
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| Deere & Company (DE) | 0.1 | $509k | 903.00 | 563.30 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $498k | -40% | 3.7k | 132.93 |
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| Morgan Stanley Com New (MS) | 0.1 | $488k | 3.0k | 164.57 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $471k | 1.5k | 321.03 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $458k | +3% | 2.5k | 181.42 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $458k | 701.00 | 653.21 |
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| Pfizer (PFE) | 0.1 | $450k | 16k | 28.08 |
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| Automatic Data Processing (ADP) | 0.1 | $449k | -2% | 2.2k | 203.24 |
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| Kla Corp Com New (KLAC) | 0.1 | $448k | 304.00 | 1472.41 |
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| Welltower Inc Com reit (WELL) | 0.1 | $434k | 2.2k | 197.71 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.1 | $422k | 8.9k | 47.53 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $422k | 5.7k | 73.64 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $420k | +15% | 10k | 40.83 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $417k | 2.8k | 146.28 |
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| Ge Aerospace Com New (GE) | 0.1 | $412k | +15% | 1.5k | 283.77 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $411k | 962.00 | 426.84 |
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| Palo Alto Networks (PANW) | 0.1 | $407k | +11% | 2.5k | 160.35 |
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| State Street Corporation (STT) | 0.1 | $390k | 3.1k | 126.56 |
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| Realty Income (O) | 0.1 | $382k | 6.2k | 61.19 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $375k | +22% | 7.5k | 49.97 |
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| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $375k | -2% | 2.1k | 179.91 |
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| Vanguard World Consum Dis Etf (VCR) | 0.1 | $374k | +13% | 1.0k | 359.15 |
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| Eaton Corp SHS (ETN) | 0.1 | $358k | 1.0k | 357.67 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $353k | +10% | 2.4k | 146.61 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $345k | 702.00 | 491.53 |
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| Public Storage (PSA) | 0.1 | $342k | 1.3k | 270.88 |
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| Waste Management (WM) | 0.1 | $340k | NEW | 1.5k | 229.79 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $325k | -13% | 10k | 32.01 |
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| Dominion Resources (D) | 0.1 | $324k | 5.2k | 61.82 |
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| Bristol Myers Squibb (BMY) | 0.1 | $318k | -23% | 5.2k | 60.65 |
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| Carpenter Technology Corporation (CRS) | 0.1 | $313k | 795.00 | 394.15 |
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| Applied Materials (AMAT) | 0.1 | $310k | 906.00 | 341.79 |
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| Enterprise Products Partners (EPD) | 0.0 | $304k | 8.0k | 37.84 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $303k | -24% | 3.1k | 97.15 |
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| American Electric Power Company (AEP) | 0.0 | $301k | 2.3k | 131.08 |
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| Oracle Corporation (ORCL) | 0.0 | $300k | -11% | 2.0k | 147.14 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.0 | $292k | 4.3k | 68.12 |
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| Vaneck Etf Trust Biotech Etf (BBH) | 0.0 | $290k | 1.5k | 188.02 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $290k | 4.3k | 68.14 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $281k | 469.00 | 598.80 |
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| Eversource Energy (ES) | 0.0 | $277k | +3% | 4.0k | 69.29 |
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| L3harris Technologies (LHX) | 0.0 | $272k | -27% | 789.00 | 345.24 |
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| Ge Vernova (GEV) | 0.0 | $272k | 312.00 | 872.90 |
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| International Business Machines (IBM) | 0.0 | $267k | +9% | 1.1k | 242.39 |
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| Walt Disney Company (DIS) | 0.0 | $264k | 2.7k | 96.38 |
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| Texas Pacific Land Corp (TPL) | 0.0 | $253k | NEW | 534.00 | 474.56 |
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| Wells Fargo & Company (WFC) | 0.0 | $253k | 3.2k | 79.63 |
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| American Express Company (AXP) | 0.0 | $245k | -42% | 808.00 | 302.85 |
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| Illinois Tool Works (ITW) | 0.0 | $242k | 931.00 | 260.29 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $239k | 515.00 | 463.19 |
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| Edwards Lifesciences (EW) | 0.0 | $218k | 2.7k | 80.08 |
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| Cummins (CMI) | 0.0 | $215k | 400.00 | 538.02 |
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Past Filings by Blue Fin Capital
SEC 13F filings are viewable for Blue Fin Capital going back to 2013
- Blue Fin Capital 2026 Q1 filed May 28, 2026
- Blue Fin Capital 2025 Q4 filed Jan. 23, 2026
- Blue Fin Capital 2025 Q1 filed Nov. 21, 2025
- Blue Fin Capital 2025 Q3 filed Nov. 21, 2025
- Blue Fin Capital 2025 Q2 filed Aug. 13, 2025
- Blue Fin Capital 2024 Q4 filed Feb. 18, 2025
- Blue Fin Capital 2024 Q3 filed Nov. 5, 2024
- Blue Fin Capital 2024 Q2 filed July 31, 2024
- Blue Fin Capital 2024 Q1 filed May 14, 2024
- Blue Fin Capital 2023 Q4 filed Feb. 6, 2024
- Blue Fin Capital 2023 Q3 filed Oct. 19, 2023
- Blue Fin Capital 2023 Q2 filed July 31, 2023
- Blue Fin Capital 2023 Q1 filed May 12, 2023
- Blue Fin Capital 2022 Q4 filed Jan. 23, 2023
- Blue Fin Capital 2022 Q3 filed Nov. 4, 2022
- Blue Fin Capital 2022 Q2 filed Aug. 8, 2022