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Blue Fin Capital, Inc.

Q3 2025 · 13F-HR

Blue Fin Capital, Inc.holdings as filed

Filed 2025-11-21 · accession 0001172661-25-005216

$636.1M
Reported value
147
Positions
2025-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$115.8M18.2%620,644CommonSOLE
037833100AAPLAPPLE INC$50.9M8.00%199,814CommonSOLE
594918104MSFTMICROSOFT CORP$50.2M7.90%97,011CommonSOLE
30303M102METAMETA PLATFORMS INC$31.1M4.89%42,330CommonSOLE
023135106AMZNAMAZON COM INC$27.9M4.39%127,125CommonSOLE
02079K305GOOGLALPHABET INC$26.0M4.09%107,072CommonSOLE
464288646IGSBISHARES TR$19.3M3.04%364,090CommonSOLE
92826C839VVISA INC$14.2M2.23%41,539CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$13.9M2.18%24,350CommonSOLE
78463V107GLDSPDR GOLD TR$13.7M2.15%38,432CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$11.4M1.79%12,311CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$11.4M1.79%36,045CommonSOLE
464288638IGIBISHARES TR$10.9M1.71%201,253CommonSOLE
11135F101AVGOBROADCOM INC$9.1M1.43%27,663CommonSOLE
532457108LLYELI LILLY & CO$8.3M1.31%10,891CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$7.8M1.23%11,747CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.7M1.22%15,405CommonSOLE
464288513HYGISHARES TR$7.5M1.17%91,860CommonSOLE
02079K107GOOGALPHABET INC$6.7M1.05%27,544CommonSOLE
931142103WMTWALMART INC$6.3M0.99%61,171CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$6.0M0.94%12,225CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$5.8M0.90%16,655CommonSOLE
464288687PFFISHARES TR$5.5M0.86%173,523CommonSOLE
75513E101RTXRTX CORPORATION$5.4M0.85%32,122CommonSOLE
09290D101BLKBLACKROCK INC$4.9M0.78%4,232CommonSOLE
11271J107BNBROOKFIELD CORP$4.9M0.77%71,154CommonSOLE
042068205ARMARM HOLDINGS PLC$4.7M0.74%33,104CommonSOLE
464287689IWVISHARES TR$4.6M0.73%12,177CommonSOLE
464288661IEIISHARES TR$4.6M0.72%38,304CommonSOLE
437076102HDHOME DEPOT INC$4.2M0.66%10,389CommonSOLE
872540109TJXTJX COS INC NEW$4.1M0.65%28,641CommonSOLE
863667101SYKSTRYKER CORPORATION$4.1M0.64%11,051CommonSOLE
478160104JNJJOHNSON & JOHNSON$3.8M0.60%20,633CommonSOLE
00287Y109ABBVABBVIE INC$3.8M0.60%16,436CommonSOLE
464287150ITOTISHARES TR$3.7M0.58%25,536CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$3.6M0.57%22,444CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$3.5M0.55%6,998CommonSOLE
464287234EEMISHARES TR$3.4M0.54%64,542CommonSOLE
09260D107BXBLACKSTONE INC$3.4M0.54%20,113CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$3.3M0.52%158,881CommonSOLE
65339F101NEENEXTERA ENERGY INC$3.3M0.52%43,579CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$2.8M0.44%4,624CommonSOLE
78468R622JNKSPDR SERIES TRUST$2.7M0.43%27,642CommonSOLE
464287457SHYISHARES TR$2.7M0.42%32,553CommonSOLE
78409V104SPGIS&P GLOBAL INC$2.6M0.40%5,244CommonSOLE
23331A109DHID R HORTON INC$2.6M0.40%15,049CommonSOLE
58933Y105MRKMERCK & CO INC$2.5M0.39%29,351CommonSOLE
002824100ABTABBOTT LABS$2.4M0.38%18,227CommonSOLE
615369105MCOMOODYS CORP$2.4M0.37%4,961CommonSOLE
060505104BACBANK AMERICA CORP$2.2M0.35%42,829CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.2M0.35%4,912CommonSOLE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$2.1M0.33%3,535CommonSOLE
893641100TDGTRANSDIGM GROUP INC$2.0M0.31%1,509CommonSOLE
742718109PGPROCTER AND GAMBLE CO$1.8M0.28%11,404CommonSOLE
031162100AMGNAMGEN INC$1.7M0.26%5,967CommonSOLE
46429B655FLOTISHARES TR$1.7M0.26%32,565CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$1.7M0.26%61,263CommonSOLE
464287515IGVISHARES TR$1.6M0.26%14,154CommonSOLE
464287176TIPISHARES TR$1.6M0.25%14,383CommonSOLE
46090E103QQQINVESCO QQQ TR$1.6M0.25%2,648CommonSOLE
713448108PEPPEPSICO INC$1.6M0.24%11,069CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$1.5M0.24%6,264CommonSOLE
64110L106NFLXNETFLIX INC$1.4M0.23%1,206CommonSOLE
464287556IBBISHARES TR$1.4M0.22%9,894CommonSOLE
78468R853SPSMSPDR SERIES TRUST$1.4M0.22%30,834CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.4M0.21%3,930CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$1.3M0.21%13,646CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$1.3M0.21%22,994CommonSOLE
842587107SOSOUTHERN CO$1.3M0.20%13,569CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.3M0.20%1,719CommonSOLE
46434G103IEMGISHARES INC$1.2M0.20%18,962CommonSOLE
78464A763SDYSPDR SERIES TRUST$1.2M0.19%8,705CommonSOLE
580135101MCDMCDONALDS CORP$1.2M0.19%3,954CommonSOLE
191216100KOCOCA COLA CO$1.2M0.19%18,104CommonSOLE
46432F842IEFAISHARES TR$1.2M0.19%13,690CommonSOLE
464285204IAUISHARES GOLD TR$1.1M0.18%15,396CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$1.0M0.16%3,712CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$1.0M0.16%26,718CommonSOLE
464286426EEMAISHARES INC$986,7710.16%10,755CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$974,4950.15%12,190CommonSOLE
464288430AIAISHARES TR$952,3380.15%10,067CommonSOLE
166764100CVXCHEVRON CORP NEW$910,6210.14%5,864CommonSOLE
464287226AGGISHARES TR$906,5570.14%9,043CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$864,3560.14%2,945CommonSOLE
17275R102CSCOCISCO SYS INC$806,8490.13%11,793CommonSOLE
747525103QCOMQUALCOMM INC$801,7790.13%4,820CommonSOLE
29250N105ENBENBRIDGE INC$798,0150.13%15,815CommonSOLE
68389X105ORCLORACLE CORP$774,7910.12%2,755CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$707,3790.11%5,976CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$639,2260.10%16,311CommonSOLE
548661107LOWLOWES COS INC$617,4690.10%2,457CommonSOLE
595112103MUMICRON TECHNOLOGY INC$593,3170.09%3,546CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$577,8050.09%4,669CommonSOLE
30231G102XOMEXXON MOBIL CORP$569,2800.09%5,049CommonSOLE
025816109AXPAMERICAN EXPRESS CO$548,3280.09%1,651CommonSOLE
46138E784PCYINVESCO EXCH TRADED FD TR II$545,5110.09%25,302CommonSOLE
464288281EMBISHARES TR$544,3920.09%5,719CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$519,7150.08%2,849CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$506,4330.08%3,593CommonSOLE
464287721IYWISHARES TR$488,2790.08%2,493CommonSOLE
922908769VTIVANGUARD INDEX FDS$482,4100.08%1,470CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$472,6020.07%2,321CommonSOLE
617446448MSMORGAN STANLEY$471,3160.07%2,965CommonSOLE
464287200IVVISHARES TR$469,1790.07%701CommonSOLE
464287614IWFISHARES TR$453,4210.07%968CommonSOLE
717081103PFEPFIZER INC$433,3770.07%17,009CommonSOLE
883203101TXTTEXTRON INC$427,2660.07%5,057CommonSOLE
464287465EFAISHARES TR$427,1680.07%4,575CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$420,9730.07%5,661CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$415,5670.07%1,439CommonSOLE
N07059210ASMLASML HOLDING N V$413,3740.06%427CommonSOLE
244199105DEDEERE & CO$412,9060.06%903CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$407,5680.06%9,015CommonSOLE
384802104GWWGRAINGER W W INC$407,1900.06%427CommonSOLE
92204A884VOXVANGUARD WORLD FD$403,7230.06%2,151CommonSOLE
95040Q104WELLWELLTOWER INC$391,1950.06%2,196CommonSOLE
756109104OREALTY INCOME CORP$388,8160.06%6,396CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$383,0040.06%9,091CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$378,3860.06%1,239CommonSOLE
G29183103ETNEATON CORP PLC$374,2500.06%1,000CommonSOLE
857477103STTSTATE STR CORP$360,3270.06%3,106CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$358,4300.06%739CommonSOLE
482480100KLACKLA CORP$339,7590.05%315CommonSOLE
254687106DISDISNEY WALT CO$333,1080.05%2,909CommonSOLE
92204A108VCRVANGUARD WORLD FD$330,4520.05%834CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$321,9720.05%7,139CommonSOLE
25746U109DDOMINION ENERGY INC$318,5930.05%5,208CommonSOLE
30040W108ESEVERSOURCE ENERGY$293,8080.05%4,130CommonSOLE
922908363VOOVANGUARD INDEX FDS$288,3290.05%471CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$282,1600.04%1,000CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$278,9150.04%3,107CommonSOLE
56585A102MPCMARATHON PETE CORP$274,4620.04%1,424CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$269,5770.04%3,008CommonSOLE
949746101WMT2WELLS FARGO CO NEW$263,4460.04%3,143CommonSOLE
92189F726BBHVANECK ETF TRUST$260,1250.04%1,570CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$258,5250.04%2,298CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$257,7430.04%1,852CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$251,0670.04%8,029CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$245,3750.04%941CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$238,8260.04%515CommonSOLE
66987V109NVSNOVARTIS AG$226,1350.04%1,763CommonSOLE
92189F676SMHVANECK ETF TRUST$220,2930.03%675CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$219,3110.03%2,820CommonSOLE
464287804IJRISHARES TR$214,3660.03%1,804CommonSOLE
988498101YUMYUM BRANDS INC$214,1680.03%1,409CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$205,9020.03%1,545CommonSOLE
369604301GEGE AEROSPACE$205,7610.03%684CommonSOLE

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.