Blue Fin Capital

Blue Fin Capital as of Dec. 31, 2025

Portfolio Holdings for Blue Fin Capital

Blue Fin Capital holds 153 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
NVIDIA Corporation (NVDA) 16.7 $107M 576k 186.50
Apple (AAPL) 8.2 $53M 195k 271.86
Microsoft Corporation (MSFT) 7.1 $46M 94k 483.62
Alphabet Cap Stk Cl A (GOOGL) 5.1 $33M 104k 313.00
Amazon (AMZN) 4.4 $28M 122k 230.82
Meta Platforms Cl A (META) 4.1 $26M 40k 660.09
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.3 $22M 407k 52.88
Spdr Gold Tr Gold Shs (GLD) 2.5 $16M 41k 396.31
Visa Com Cl A (V) 2.2 $14M 40k 350.71
Mastercard Incorporated Cl A (MA) 2.1 $13M 23k 570.89
Ishares Tr Ishs 5-10yr Invt (IGIB) 2.0 $13M 235k 53.88
Broadcom (AVGO) 1.9 $12M 35k 346.10
JPMorgan Chase & Co. (JPM) 1.8 $12M 36k 322.22
Eli Lilly & Co. (LLY) 1.8 $11M 11k 1074.66
Costco Wholesale Corporation (COST) 1.6 $10M 12k 862.31
Alphabet Cap Stk Cl C (GOOG) 1.3 $8.6M 28k 313.80
Ishares Tr Iboxx Hi Yd Etf (HYG) 1.3 $8.1M 101k 80.63
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $8.0M 12k 681.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.1 $7.1M 14k 502.63
Wal-Mart Stores (WMT) 1.0 $6.5M 58k 111.41
Crowdstrike Hldgs Cl A (CRWD) 0.9 $5.7M 12k 468.77
Raytheon Technologies Corp (RTX) 0.9 $5.7M 31k 183.40
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $5.7M 183k 30.96
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.8 $5.4M 45k 119.35
UnitedHealth (UNH) 0.8 $5.3M 16k 330.12
Advanced Micro Devices (AMD) 0.7 $4.8M 22k 214.16
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.7 $4.7M 103k 45.89
Ishares Tr Russell 3000 Etf (IWV) 0.7 $4.7M 12k 386.85
Blackrock (BLK) 0.7 $4.4M 4.1k 1070.22
TJX Companies (TJX) 0.7 $4.4M 29k 153.61
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $4.3M 29k 148.69
Johnson & Johnson (JNJ) 0.7 $4.3M 21k 206.95
Home Depot (HD) 0.6 $3.7M 11k 344.11
Abbvie (ABBV) 0.6 $3.7M 16k 228.49
Stryker Corporation (SYK) 0.6 $3.6M 10k 351.45
Nextera Energy (NEE) 0.5 $3.5M 43k 80.28
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.5 $3.5M 165k 21.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $3.4M 62k 54.71
Lockheed Martin Corporation (LMT) 0.5 $3.3M 6.9k 483.64
Blackstone Group Inc Com Cl A (BX) 0.5 $3.1M 20k 154.14
Merck & Co (MRK) 0.5 $3.0M 29k 105.26
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $2.9M 35k 82.82
S&p Global (SPGI) 0.4 $2.8M 5.3k 522.60
Intuitive Surgical Com New (ISRG) 0.4 $2.7M 4.8k 566.32
Spdr Series Trust State Street Spd (JNK) 0.4 $2.7M 28k 97.21
Northrop Grumman Corporation (NOC) 0.4 $2.6M 4.6k 570.16
Ishares Tr Core Msci Eafe (IEFA) 0.4 $2.5M 28k 89.46
Arm Holdings Sponsored Ads (ARM) 0.4 $2.5M 23k 109.31
Amgen (AMGN) 0.4 $2.4M 7.4k 327.33
Moody's Corporation (MCO) 0.4 $2.4M 4.7k 510.89
Bank of America Corporation (BAC) 0.4 $2.4M 43k 55.00
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.3 $2.2M 3.7k 603.32
Abbott Laboratories (ABT) 0.3 $2.2M 18k 125.29
D.R. Horton (DHI) 0.3 $2.1M 15k 144.03
TransDigm Group Incorporated (TDG) 0.3 $1.9M 1.4k 1329.41
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $1.9M 37k 50.86
Ishares Core Msci Emkt (IEMG) 0.3 $1.8M 27k 67.22
Ishares Tr Ishares Biotech (IBB) 0.3 $1.7M 9.9k 168.77
Ishares Tr Tips Bd Etf (TIP) 0.3 $1.7M 15k 109.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.6M 2.6k 614.38
Schwab Strategic Tr Us Tips Etf (SCHP) 0.3 $1.6M 61k 26.49
Procter & Gamble Company (PG) 0.2 $1.6M 11k 143.31
Pepsi (PEP) 0.2 $1.6M 11k 143.52
Spdr Series Trust State Street Spd (SPSM) 0.2 $1.6M 33k 46.86
Ishares Tr Expanded Tech (IGV) 0.2 $1.5M 14k 105.69
Accenture Plc Ireland Shs Class A (ACN) 0.2 $1.4M 5.3k 268.30
Vanguard World Inf Tech Etf (VGT) 0.2 $1.4M 1.8k 753.90
Sherwin-Williams Company (SHW) 0.2 $1.3M 4.0k 323.99
Ishares Gold Tr Ishares New (IAU) 0.2 $1.2M 15k 81.17
Boston Scientific Corporation (BSX) 0.2 $1.2M 13k 95.35
Spdr Series Trust State Street Spd (SDY) 0.2 $1.2M 8.6k 139.17
Coca-Cola Company (KO) 0.2 $1.2M 17k 69.91
McDonald's Corporation (MCD) 0.2 $1.2M 3.9k 305.63
Southern Company (SO) 0.2 $1.1M 13k 87.20
Netflix (NFLX) 0.2 $1.1M 12k 93.76
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) 0.2 $1.1M 21k 52.39
Ishares Msci Em Asia Etf (EEMA) 0.2 $1.0M 11k 94.02
Micron Technology (MU) 0.2 $1.0M 3.5k 285.41
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.2 $979k 25k 38.48
Chevron Corporation (CVX) 0.2 $975k 6.4k 152.41
Ishares Tr Asia 50 Etf (AIA) 0.1 $949k 9.7k 97.51
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $911k 6.3k 143.97
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $903k 9.0k 99.88
Colgate-Palmolive Company (CL) 0.1 $895k 11k 79.02
Cisco Systems (CSCO) 0.1 $841k 11k 77.03
Qualcomm (QCOM) 0.1 $812k 4.7k 171.06
Select Sector Spdr Tr State Street Com (XLC) 0.1 $781k 6.6k 117.72
Enbridge (ENB) 0.1 $767k 16k 47.83
Exxon Mobil Corporation (XOM) 0.1 $699k 5.8k 120.34
W.W. Grainger (GWW) 0.1 $628k 622.00 1009.05
Tesla Motors (TSLA) 0.1 $622k 1.4k 449.72
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $595k 6.2k 96.28
Automatic Data Processing (ADP) 0.1 $582k 2.3k 257.20
Duke Energy Corp Com New (DUK) 0.1 $553k 4.7k 117.22
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.1 $546k 25k 21.66
Morgan Stanley Com New (MS) 0.1 $526k 3.0k 177.53
Textron (TXT) 0.1 $525k 6.0k 87.17
American Express Company (AXP) 0.1 $519k 1.4k 369.85
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $516k 3.6k 143.52
Palantir Technologies Cl A (PLTR) 0.1 $506k 2.8k 177.75
Lowe's Companies (LOW) 0.1 $498k 2.1k 241.16
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $493k 1.5k 335.27
Ishares Tr U.s. Tech Etf (IYW) 0.1 $488k 2.4k 199.68
Ishares Tr Core S&p500 Etf (IVV) 0.1 $480k 701.00 684.94
Asml Holding N V N Y Registry Shs (ASML) 0.1 $471k 440.00 1069.86
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $458k 968.00 473.30
Oracle Corporation (ORCL) 0.1 $451k 2.3k 194.88
Chipotle Mexican Grill (CMG) 0.1 $433k 12k 37.00
Deere & Company (DE) 0.1 $420k 903.00 465.57
Palo Alto Networks (PANW) 0.1 $420k 2.3k 184.23
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $420k 5.7k 74.07
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.1 $417k 8.9k 46.92
Thermo Fisher Scientific (TMO) 0.1 $415k 716.00 579.45
Vanguard World Comm Srvc Etf (VOX) 0.1 $414k 2.1k 193.66
Welltower Inc Com reit (WELL) 0.1 $408k 2.2k 185.61
Pfizer (PFE) 0.1 $399k 16k 24.90
State Street Corporation (STT) 0.1 $397k 3.1k 129.01
Ishares Tr Msci Eafe Etf (EFA) 0.1 $397k 4.1k 96.02
Marathon Petroleum Corp (MPC) 0.1 $394k 2.4k 162.63
Ge Aerospace Com New (GE) 0.1 $386k 1.3k 308.03
Kla Corp Com New (KLAC) 0.1 $377k 310.00 1215.08
Bristol Myers Squibb (BMY) 0.1 $370k 6.9k 53.94
Vanguard World Consum Dis Etf (VCR) 0.1 $361k 915.00 394.03
Select Sector Spdr Tr State Street Rea (XLRE) 0.1 $359k 8.9k 40.35
Realty Income (O) 0.1 $357k 6.3k 56.37
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $336k 2.2k 154.80
Public Storage (PSA) 0.1 $330k 1.3k 259.50
Eaton Corp SHS (ETN) 0.0 $319k 1.0k 318.51
L3harris Technologies (LHX) 0.0 $318k 1.1k 293.70
Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $314k 4.3k 73.28
Walt Disney Company (DIS) 0.0 $312k 2.7k 113.75
Dominion Resources (D) 0.0 $305k 5.2k 58.59
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $297k 473.00 627.76
International Business Machines (IBM) 0.0 $297k 1.0k 296.21
Wells Fargo & Company (WFC) 0.0 $296k 3.2k 93.19
Vaneck Etf Trust Biotech Etf (BBH) 0.0 $292k 1.5k 189.26
Select Sector Spdr Tr State Street Mat (XLB) 0.0 $277k 6.1k 45.35
Ishares Silver Tr Ishares (SLV) 0.0 $271k 4.2k 64.42
American Electric Power Company (AEP) 0.0 $265k 2.3k 115.31
Eversource Energy (ES) 0.0 $261k 3.9k 67.33
Enterprise Products Partners (EPD) 0.0 $257k 8.0k 32.06
Carpenter Technology Corporation (CRS) 0.0 $252k 799.00 314.84
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $248k 515.00 480.57
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $243k 675.00 360.13
Edwards Lifesciences (EW) 0.0 $233k 2.7k 85.25
Applied Materials (AMAT) 0.0 $233k 906.00 256.99
Illinois Tool Works (ITW) 0.0 $231k 936.00 246.30
Apollo Global Mgmt (APO) 0.0 $224k 1.5k 144.76
Novartis Sponsored Adr (NVS) 0.0 $221k 1.6k 137.90
Yum! Brands (YUM) 0.0 $213k 1.4k 151.28
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.0 $212k 3.1k 68.36
Ge Vernova (GEV) 0.0 $205k 313.00 653.57
Cummins (CMI) 0.0 $204k 400.00 510.45