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Blue Fin Capital, Inc.

Q1 2025 · 13F-HR

Blue Fin Capital, Inc.holdings as filed

Filed 2025-11-21 · accession 0001172661-25-005215

$515.5M
Reported value
138
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$72.4M14.0%668,164CommonSOLE
037833100AAPLAPPLE INC$45.4M8.81%204,435CommonSOLE
594918104MSFTMICROSOFT CORP$35.8M6.94%95,240CommonSOLE
023135106AMZNAMAZON COM INC$24.1M4.68%126,838CommonSOLE
30303M102METAMETA PLATFORMS INC$24.0M4.66%41,689CommonSOLE
464288646IGSBISHARES TR$17.0M3.29%323,874CommonSOLE
02079K305GOOGLALPHABET INC$16.8M3.27%108,913CommonSOLE
92826C839VVISA INC$15.2M2.94%43,312CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$14.0M2.72%25,551CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$11.7M2.27%12,392CommonSOLE
78463V107GLDSPDR GOLD TR$10.9M2.12%37,971CommonSOLE
464288638IGIBISHARES TR$9.1M1.77%173,417CommonSOLE
532457108LLYELI LILLY & CO$9.1M1.76%11,014CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$8.8M1.70%35,815CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$8.7M1.69%16,614CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$8.6M1.67%15,348CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$8.4M1.64%15,846CommonSOLE
464288513HYGISHARES TR$6.4M1.23%80,510CommonSOLE
931142103WMTWALMART INC$5.6M1.09%63,722CommonSOLE
464288687PFFISHARES TR$5.1M0.99%166,466CommonSOLE
02079K107GOOGALPHABET INC$4.7M0.90%29,834CommonSOLE
75513E101RTXRTX CORPORATION$4.3M0.84%32,573CommonSOLE
464288661IEIISHARES TR$4.3M0.82%35,990CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$4.2M0.81%11,906CommonSOLE
863667101SYKSTRYKER CORPORATION$4.2M0.81%11,225CommonSOLE
464287689IWVISHARES TR$4.1M0.80%12,942CommonSOLE
09290D101BLKBLACKROCK INC$3.9M0.75%4,104CommonSOLE
11271J107BNBROOKFIELD CORP$3.8M0.74%72,933CommonSOLE
437076102HDHOME DEPOT INC$3.8M0.74%10,409CommonSOLE
872540109TJXTJX COS INC NEW$3.4M0.66%27,921CommonSOLE
042068205ARMARM HOLDINGS PLC$3.3M0.64%31,008CommonSOLE
464287234EEMISHARES TR$3.3M0.63%74,661CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.3M0.63%19,607CommonSOLE
00287Y109ABBVABBVIE INC$3.2M0.63%15,510CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$3.2M0.62%153,636CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3.2M0.61%7,073CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.0M0.58%42,322CommonSOLE
58933Y105MRKMERCK & CO INC$2.7M0.53%30,467CommonSOLE
78468R622JNKSPDR SER TR$2.7M0.52%28,257CommonSOLE
78409V104SPGIS&P GLOBAL INC$2.6M0.50%5,089CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.5M0.48%5,015CommonSOLE
09260D107BXBLACKSTONE INC$2.4M0.47%17,378CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.4M0.47%4,730CommonSOLE
464287457SHYISHARES TR$2.4M0.46%28,578CommonSOLE
615369105MCOMOODYS CORP$2.3M0.45%4,989CommonSOLE
002824100ABTABBOTT LABS$2.3M0.44%17,053CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$2.1M0.41%6,748CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$2.0M0.38%19,109CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.9M0.38%1,400CommonSOLE
464287150ITOTISHARES TR$1.9M0.37%15,617CommonSOLE
23331A109DHID R HORTON INC$1.9M0.37%14,890CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$1.9M0.37%3,547CommonSOLE
031162100AMGNAMGEN INC$1.9M0.37%6,059CommonSOLE
060505104BACBANK AMERICA CORP$1.9M0.36%44,715CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.8M0.36%10,837CommonSOLE
464287200IVVISHARES TR$1.7M0.34%3,084CommonSOLE
464287176TIPISHARES TR$1.7M0.33%15,115CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$1.7M0.32%61,382CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$1.6M0.30%40,472CommonSOLE
713448108PEPPEPSICO INC$1.5M0.29%9,849CommonSOLE
46429B655FLOTISHARES TR$1.4M0.27%26,980CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.4M0.27%13,559CommonSOLE
191216100KOCOCA COLA CO$1.3M0.26%18,724CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.3M0.26%3,788CommonSOLE
464287556IBBISHARES TR$1.3M0.25%10,160CommonSOLE
464287515IGVISHARES TR$1.3M0.25%14,464CommonSOLE
580135101MCDMCDONALDS CORP$1.3M0.25%4,078CommonSOLE
46090E103QQQINVESCO QQQ TR$1.3M0.25%2,716CommonSOLE
464287226AGGISHARES TR$1.2M0.24%12,531CommonSOLE
78468R853SPSMSPDR SER TR$1.2M0.24%30,340CommonSOLE
78464A763SDYSPDR SER TR$1.2M0.23%8,848CommonSOLE
64110L106NFLXNETFLIX INC$1.2M0.23%1,281CommonSOLE
46432F842IEFAISHARES TR$1.1M0.22%15,171CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.1M0.22%12,132CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$1.1M0.22%23,163CommonSOLE
842587107SOSOUTHERN CO$1.1M0.21%11,583CommonSOLE
46434G103IEMGISHARES INC$926,7730.18%17,172CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$920,1270.18%3,012CommonSOLE
464285204IAUISHARES GOLD TR$914,3520.18%15,508CommonSOLE
166764100CVXCHEVRON CORP NEW$856,5250.17%5,120CommonSOLE
464286426EEMAISHARES INC$844,7680.16%11,405CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$842,8510.16%4,082CommonSOLE
747525103QCOMQUALCOMM INC$829,5420.16%5,400CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$791,6280.15%15,766CommonSOLE
464288430AIAISHARES TR$776,1710.15%10,728CommonSOLE
92204A702VGTVANGUARD WORLD FD$753,9220.15%1,390CommonSOLE
11135F101AVGOBROADCOM INC$699,8570.14%4,180CommonSOLE
17275R102CSCOCISCO SYS INC$623,5800.12%10,105CommonSOLE
548661107LOWLOWES COS INC$618,7590.12%2,653CommonSOLE
29250N105ENBENBRIDGE INC$617,7260.12%13,941CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$581,6910.11%4,769CommonSOLE
717081103PFEPFIZER INC$563,0200.11%22,219CommonSOLE
30231G102XOMEXXON MOBIL CORP$543,3970.11%4,569CommonSOLE
464288281EMBISHARES TR$516,4080.10%5,701CommonSOLE
46138E784PCYINVESCO EXCH TRADED FD TR II$511,2690.10%25,348CommonSOLE
025816109AXPAMERICAN EXPRESS CO$490,7470.10%1,824CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$463,3530.09%3,593CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$458,5120.09%1,532CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$452,2540.09%4,689CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$446,2050.09%10,662CommonSOLE
384802104GWWGRAINGER W W INC$440,5720.09%446CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$439,9210.09%7,213CommonSOLE
464287465EFAISHARES TR$411,7560.08%5,038CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$408,0320.08%820CommonSOLE
922908769VTIVANGUARD INDEX FDS$404,0150.08%1,470CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$396,5670.08%2,324CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$386,7870.08%9,404CommonSOLE
756109104OREALTY INCOME CORP$378,8450.07%6,531CommonSOLE
883203101TXTTEXTRON INC$374,9780.07%5,190CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$366,8820.07%9,079CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$361,5210.07%4,922CommonSOLE
30040W108ESEVERSOURCE ENERGY$352,8470.07%5,681CommonSOLE
68389X105ORCLORACLE CORP$351,9020.07%2,517CommonSOLE
464287721IYWISHARES TR$350,8190.07%2,498CommonSOLE
464287614IWFISHARES TR$350,2570.07%970CommonSOLE
617446448MSMORGAN STANLEY$345,9270.07%2,965CommonSOLE
95040Q104WELLWELLTOWER INC$338,5940.07%2,210CommonSOLE
92204A884VOXVANGUARD WORLD FD$311,6830.06%2,100CommonSOLE
25746U109DDOMINION ENERGY INC$297,3570.06%5,303CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$291,9870.06%1,395CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$291,1800.06%8,529CommonSOLE
857477103STTSTATE STR CORP$287,2120.06%3,208CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$272,5630.05%1,099CommonSOLE
254687106DISDISNEY WALT CO$270,5160.05%2,741CommonSOLE
988498101YUMYUM BRANDS INC$264,6800.05%1,682CommonSOLE
92204A108VCRVANGUARD WORLD FD$248,3710.05%763CommonSOLE
92189F726BBHVANECK ETF TRUST$247,0080.05%1,570CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$236,9110.05%2,807CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$230,9970.04%2,114CommonSOLE
66987V109NVSNOVARTIS AG$229,1740.04%2,056CommonSOLE
482480100KLACKLA CORP$227,7330.04%335CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$226,7540.04%1,553CommonSOLE
N07059210ASMLASML HOLDING N V$225,2940.04%340CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$223,8060.04%2,603CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$222,5360.04%530CommonSOLE
244199105DEDEERE & CO$218,7170.04%466CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$202,4830.04%3,107CommonSOLE
384109104GGGGRACO INC$200,4240.04%2,400CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.