Blue Fin Capital

Blue Fin Capital as of March 31, 2025

Portfolio Holdings for Blue Fin Capital

Blue Fin Capital holds 138 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 14.0 $72M 668k 108.38
Apple (AAPL) 8.8 $45M 204k 222.13
Microsoft Corporation (MSFT) 6.9 $36M 95k 375.39
Amazon (AMZN) 4.7 $24M 127k 190.26
Meta Platforms Cl A (META) 4.7 $24M 42k 576.36
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.3 $17M 324k 52.37
Alphabet Cap Stk Cl A (GOOGL) 3.3 $17M 109k 154.64
Visa Com Cl A (V) 2.9 $15M 43k 350.46
Mastercard Incorporated Cl A (MA) 2.7 $14M 26k 548.13
Costco Wholesale Corporation (COST) 2.3 $12M 12k 945.79
Spdr Gold Tr Gold Shs (GLD) 2.1 $11M 38k 288.14
Ishares Tr Ishs 5-10yr Invt (IGIB) 1.8 $9.1M 173k 52.52
Eli Lilly & Co. (LLY) 1.8 $9.1M 11k 825.89
JPMorgan Chase & Co. (JPM) 1.7 $8.8M 36k 245.30
UnitedHealth (UNH) 1.7 $8.7M 17k 523.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $8.6M 15k 559.39
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $8.4M 16k 532.57
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.2 $6.4M 81k 78.89
Wal-Mart Stores (WMT) 1.1 $5.6M 64k 87.79
Ishares Tr Pfd And Incm Sec (PFF) 1.0 $5.1M 167k 30.73
Alphabet Cap Stk Cl C (GOOG) 0.9 $4.7M 30k 156.23
Raytheon Technologies Corp (RTX) 0.8 $4.3M 33k 132.46
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.8 $4.3M 36k 118.13
Crowdstrike Hldgs Cl A (CRWD) 0.8 $4.2M 12k 352.58
Stryker Corporation (SYK) 0.8 $4.2M 11k 372.26
Ishares Tr Russell 3000 Etf (IWV) 0.8 $4.1M 13k 317.63
Blackrock (BLK) 0.8 $3.9M 4.1k 946.39
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.7 $3.8M 73k 52.41
Home Depot (HD) 0.7 $3.8M 10k 366.49
TJX Companies (TJX) 0.7 $3.4M 28k 121.80
Arm Holdings Sponsored Ads (ARM) 0.6 $3.3M 31k 106.79
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $3.3M 75k 43.70
Johnson & Johnson (JNJ) 0.6 $3.3M 20k 165.84
Abbvie (ABBV) 0.6 $3.2M 16k 209.52
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.6 $3.2M 154k 20.70
Lockheed Martin Corporation (LMT) 0.6 $3.2M 7.1k 446.70
Nextera Energy (NEE) 0.6 $3.0M 42k 70.89
Merck & Co (MRK) 0.5 $2.7M 31k 89.76
Spdr Ser Tr Bloomberg High Y (JNK) 0.5 $2.7M 28k 95.30
S&p Global (SPGI) 0.5 $2.6M 5.1k 508.09
Intuitive Surgical Com New (ISRG) 0.5 $2.5M 5.0k 495.27
Blackstone Group Inc Com Cl A (BX) 0.5 $2.4M 17k 139.78
Northrop Grumman Corporation (NOC) 0.5 $2.4M 4.7k 511.97
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.5 $2.4M 29k 82.73
Moody's Corporation (MCO) 0.5 $2.3M 5.0k 465.69
Abbott Laboratories (ABT) 0.4 $2.3M 17k 132.65
Accenture Plc Ireland Shs Class A (ACN) 0.4 $2.1M 6.7k 312.04
Advanced Micro Devices (AMD) 0.4 $2.0M 19k 102.74
TransDigm Group Incorporated (TDG) 0.4 $1.9M 1.4k 1383.71
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $1.9M 16k 122.01
D.R. Horton (DHI) 0.4 $1.9M 15k 127.13
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.4 $1.9M 3.5k 533.48
Amgen (AMGN) 0.4 $1.9M 6.1k 311.57
Bank of America Corporation (BAC) 0.4 $1.9M 45k 41.73
Procter & Gamble Company (PG) 0.4 $1.8M 11k 170.41
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.7M 3.1k 561.90
Ishares Tr Tips Bd Etf (TIP) 0.3 $1.7M 15k 111.09
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $1.7M 61k 26.89
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.3 $1.6M 41k 38.31
Pepsi (PEP) 0.3 $1.5M 9.8k 149.93
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $1.4M 27k 51.05
Boston Scientific Corporation (BSX) 0.3 $1.4M 14k 100.88
Coca-Cola Company (KO) 0.3 $1.3M 19k 71.62
Sherwin-Williams Company (SHW) 0.3 $1.3M 3.8k 349.22
Ishares Tr Ishares Biotech (IBB) 0.3 $1.3M 10k 127.90
Ishares Tr Expanded Tech (IGV) 0.2 $1.3M 15k 88.99
McDonald's Corporation (MCD) 0.2 $1.3M 4.1k 312.37
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.3M 2.7k 468.97
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $1.2M 13k 98.92
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.2 $1.2M 30k 40.76
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $1.2M 8.8k 135.69
Netflix (NFLX) 0.2 $1.2M 1.3k 932.53
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.1M 15k 75.65
Colgate-Palmolive Company (CL) 0.2 $1.1M 12k 93.70
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.2 $1.1M 23k 48.45
Southern Company (SO) 0.2 $1.1M 12k 91.95
Ishares Core Msci Emkt (IEMG) 0.2 $927k 17k 53.97
Automatic Data Processing (ADP) 0.2 $920k 3.0k 305.49
Ishares Gold Tr Ishares New (IAU) 0.2 $914k 16k 58.96
Chevron Corporation (CVX) 0.2 $857k 5.1k 167.29
Ishares Msci Em Asia Etf (EEMA) 0.2 $845k 11k 74.07
Select Sector Spdr Tr Technology (XLK) 0.2 $843k 4.1k 206.48
Qualcomm (QCOM) 0.2 $830k 5.4k 153.62
Chipotle Mexican Grill (CMG) 0.2 $792k 16k 50.21
Ishares Tr Asia 50 Etf (AIA) 0.2 $776k 11k 72.35
Vanguard World Inf Tech Etf (VGT) 0.1 $754k 1.4k 542.39
Broadcom (AVGO) 0.1 $700k 4.2k 167.43
Cisco Systems (CSCO) 0.1 $624k 10k 61.71
Lowe's Companies (LOW) 0.1 $619k 2.7k 233.23
Enbridge (ENB) 0.1 $618k 14k 44.31
Duke Energy Corp Com New (DUK) 0.1 $582k 4.8k 121.97
Pfizer (PFE) 0.1 $563k 22k 25.34
Exxon Mobil Corporation (XOM) 0.1 $543k 4.6k 118.93
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $516k 5.7k 90.58
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $511k 25k 20.17
American Express Company (AXP) 0.1 $491k 1.8k 269.05
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $463k 3.6k 128.96
Public Storage (PSA) 0.1 $459k 1.5k 299.29
Select Sector Spdr Tr Communication (XLC) 0.1 $452k 4.7k 96.45
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.1 $446k 11k 41.85
W.W. Grainger (GWW) 0.1 $441k 446.00 987.83
Bristol Myers Squibb (BMY) 0.1 $440k 7.2k 60.99
Ishares Tr Msci Eafe Etf (EFA) 0.1 $412k 5.0k 81.73
Thermo Fisher Scientific (TMO) 0.1 $408k 820.00 497.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $404k 1.5k 274.84
Palo Alto Networks (PANW) 0.1 $397k 2.3k 170.64
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $387k 9.4k 41.13
Realty Income (O) 0.1 $379k 6.5k 58.01
Textron (TXT) 0.1 $375k 5.2k 72.25
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $367k 9.1k 40.41
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $362k 4.9k 73.45
Eversource Energy (ES) 0.1 $353k 5.7k 62.11
Oracle Corporation (ORCL) 0.1 $352k 2.5k 139.81
Ishares Tr U.s. Tech Etf (IYW) 0.1 $351k 2.5k 140.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $350k 970.00 361.09
Morgan Stanley Com New (MS) 0.1 $346k 3.0k 116.67
Welltower Inc Com reit (WELL) 0.1 $339k 2.2k 153.21
Vanguard World Comm Srvc Etf (VOX) 0.1 $312k 2.1k 148.42
Dominion Resources (D) 0.1 $297k 5.3k 56.07
L3harris Technologies (LHX) 0.1 $292k 1.4k 209.31
Enterprise Products Partners (EPD) 0.1 $291k 8.5k 34.14
State Street Corporation (STT) 0.1 $287k 3.2k 89.53
Illinois Tool Works (ITW) 0.1 $273k 1.1k 248.01
Walt Disney Company (DIS) 0.1 $271k 2.7k 98.69
Yum! Brands (YUM) 0.1 $265k 1.7k 157.36
Vanguard World Consum Dis Etf (VCR) 0.0 $248k 763.00 325.52
Vaneck Etf Trust Biotech Etf (BBH) 0.0 $247k 1.6k 157.33
Palantir Technologies Cl A (PLTR) 0.0 $237k 2.8k 84.40
American Electric Power Company (AEP) 0.0 $231k 2.1k 109.27
Novartis Sponsored Adr (NVS) 0.0 $229k 2.1k 111.47
Kla Corp Com New (KLAC) 0.0 $228k 335.00 679.80
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $227k 1.6k 146.01
Asml Holding N V N Y Registry Shs (ASML) 0.0 $225k 340.00 662.63
Select Sector Spdr Tr Sbi Materials (XLB) 0.0 $224k 2.6k 85.98
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $223k 530.00 419.88
Deere & Company (DE) 0.0 $219k 466.00 469.35
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $203k 3.1k 65.17
Gra (GGG) 0.0 $200k 2.4k 83.51