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Blue Fin Capital, Inc.

Q1 2026 · 13F-HR

Blue Fin Capital, Inc.holdings as filed

Filed 2026-05-28 · accession 0001172661-26-002442

$609.6M
Reported value
150
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$99.3M16.3%569,190CommonSOLE
037833100AAPLAPPLE INC$48.6M7.97%191,563CommonSOLE
594918104MSFTMICROSOFT CORP$34.6M5.68%93,524CommonSOLE
02079K305GOOGLALPHABET INC$29.4M4.82%102,231CommonSOLE
023135106AMZNAMAZON COM INC$25.0M4.11%120,190CommonSOLE
464288646IGSBISHARES TR$23.1M3.80%440,329CommonSOLE
30303M102METAMETA PLATFORMS INC$22.6M3.70%39,468CommonSOLE
78463V107GLDSPDR GOLD TR$17.4M2.85%40,402CommonSOLE
464288638IGIBISHARES TR$13.6M2.24%256,274CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$12.1M1.98%12,132CommonSOLE
92826C839VVISA INC$11.5M1.88%37,983CommonSOLE
11135F101AVGOBROADCOM INC$11.4M1.87%36,854CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$11.1M1.82%22,213CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$10.4M1.71%35,458CommonSOLE
532457108LLYELI LILLY & CO$9.3M1.52%10,075CommonSOLE
464288513HYGISHARES TR$8.3M1.36%104,555CommonSOLE
02079K107GOOGALPHABET INC$7.9M1.29%27,376CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$7.7M1.26%11,778CommonSOLE
931142103WMTWALMART INC$6.9M1.13%55,281CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.7M1.11%14,076CommonSOLE
464288661IEIISHARES TR$6.1M1.00%51,428CommonSOLE
75513E101RTXRTX CORPORATION$6.0M0.98%30,958CommonSOLE
464288687PFFISHARES TR$5.9M0.98%196,083CommonSOLE
478160104JNJJOHNSON & JOHNSON$5.1M0.84%20,919CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$5.0M0.82%12,743CommonSOLE
464287150ITOTISHARES TR$4.9M0.80%34,065CommonSOLE
872540109TJXTJX COS INC NEW$4.6M0.76%28,947CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$4.5M0.75%22,358CommonSOLE
464287689IWVISHARES TR$4.5M0.74%12,156CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.4M0.72%16,171CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$4.3M0.70%7,050CommonSOLE
464287457SHYISHARES TR$4.1M0.68%50,218CommonSOLE
65339F101NEENEXTERA ENERGY INC$4.1M0.68%44,367CommonSOLE
09290D101BLKBLACKROCK INC$4.1M0.67%4,273CommonSOLE
11271J107BNBROOKFIELD CORP$3.9M0.64%97,107CommonSOLE
437076102HDHOME DEPOT INC$3.7M0.61%11,344CommonSOLE
00287Y109ABBVABBVIE INC$3.6M0.59%16,445CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$3.5M0.58%173,088CommonSOLE
863667101SYKSTRYKER CORPORATION$3.4M0.55%10,226CommonSOLE
46432F842IEFAISHARES TR$3.3M0.54%36,083CommonSOLE
464287234EEMISHARES TR$3.2M0.53%56,505CommonSOLE
58933Y105MRKMERCK & CO INC$3.2M0.53%26,625CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$3.2M0.52%4,669CommonSOLE
042068205ARMARM HOLDINGS PLC$3.1M0.51%20,480CommonSOLE
46434G103IEMGISHARES INC$2.9M0.48%41,788CommonSOLE
78468R622JNKSPDR SERIES TRUST$2.6M0.43%27,231CommonSOLE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$2.6M0.43%4,219CommonSOLE
031162100AMGNAMGEN INC$2.6M0.42%7,338CommonSOLE
09260D107BXBLACKSTONE INC$2.5M0.40%21,404CommonSOLE
78409V104SPGIS&P GLOBAL INC$2.4M0.40%5,709CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$2.2M0.36%4,794CommonSOLE
23331A109DHID R HORTON INC$2.1M0.35%15,377CommonSOLE
060505104BACBANK AMERICA CORP$2.1M0.34%43,125CommonSOLE
46429B655FLOTISHARES TR$2.0M0.33%39,315CommonSOLE
615369105MCOMOODYS CORP$2.0M0.32%4,531CommonSOLE
78468R853SPSMSPDR SERIES TRUST$1.9M0.31%38,482CommonSOLE
002824100ABTABBOTT LABORATORIES$1.8M0.29%17,342CommonSOLE
893641100TDGTRANSDIGM GROUP INC$1.8M0.29%1,531CommonSOLE
464287176TIPISHARES TR$1.7M0.28%15,607CommonSOLE
713448108PEPPEPSICO INC$1.7M0.28%10,959CommonSOLE
464287556IBBISHARES TR$1.7M0.28%9,989CommonSOLE
742718109PGPROCTER & GAMBLE CO$1.7M0.27%11,458CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$1.5M0.25%57,050CommonSOLE
46090E103QQQINVESCO QQQ TR$1.5M0.25%2,591CommonSOLE
166764100CVXCHEVRON CORPORATION$1.5M0.24%7,047CommonSOLE
92204A702VGTVANGUARD WORLD FD$1.4M0.23%2,035CommonSOLE
92189F676SMHVANECK ETF TRUST$1.4M0.23%3,651CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$1.3M0.22%4,143CommonSOLE
842587107SOSOUTHERN CO$1.3M0.21%13,150CommonSOLE
78464A763SDYSPDR SERIES TRUST$1.3M0.21%8,580CommonSOLE
595112103MUMICRON TECHNOLOGY INC$1.2M0.20%3,576CommonSOLE
464285204IAUISHARES GOLD TR$1.2M0.20%13,554CommonSOLE
191216100KOCOCA COLA CO$1.2M0.20%15,675CommonSOLE
580135101MCDMCDONALDS CORP$1.2M0.19%3,754CommonSOLE
64110L106NFLXNETFLIX INC.$1.1M0.19%11,910CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$1.0M0.17%11,845CommonSOLE
464286426EEMAISHARES INC$1.0M0.17%10,508CommonSOLE
01881G106ABALLIANCEBERNSTEIN HLDG L P$1.0M0.16%26,717CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$997,0020.16%5,028CommonSOLE
30231G102XOMEXXON MOBIL CORP$984,7150.16%5,804CommonSOLE
464288430AIAISHARES TR$944,7560.15%8,900CommonSOLE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$932,7740.15%20,984CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$928,3860.15%14,795CommonSOLE
29250N105ENBENBRIDGE INC$915,0620.15%16,901CommonSOLE
464287226AGGISHARES TR$873,7700.14%8,801CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$843,5340.14%7,609CommonSOLE
N07059210ASMLASML HLDG NV$710,6070.12%538CommonSOLE
17275R102CSCOCISCO SYS INC$704,3160.12%9,077CommonSOLE
384802104GWWWW GRAINGER INC$675,2110.11%619CommonSOLE
464288281EMBISHARES TR$629,4250.10%6,701CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$618,0870.10%4,720CommonSOLE
548661107LOWLOWES COS INC$607,2400.10%2,570CommonSOLE
56585A102MPCMARATHON PETE CORP$588,9620.10%2,412CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$532,1230.09%3,593CommonSOLE
883203101TXTTEXTRON INC$526,5550.09%6,013CommonSOLE
46138E784PCYINVESCO EXCH TRADED FD TR II$526,4580.09%25,189CommonSOLE
747525103QCOMQUALCOMM INC$519,0430.09%4,030CommonSOLE
88160R101TSLATESLA INC$514,5020.08%1,384CommonSOLE
244199105DEDEERE & CO$508,6600.08%903CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$498,2400.08%3,748CommonSOLE
617446448MSMORGAN STANLEY$487,9500.08%2,965CommonSOLE
922908769VTIVANGUARD INDEX FDS$470,9480.08%1,467CommonSOLE
464287721IYWISHARES TR$457,9040.08%2,524CommonSOLE
464287200IVVISHARES TR$457,9000.08%701CommonSOLE
717081103PFEPFIZER INC$449,8300.07%16,019CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$448,5550.07%2,207CommonSOLE
482480100KLACKLA CORP$447,6130.07%304CommonSOLE
95040Q104WELLWELLTOWER INC$434,1710.07%2,196CommonSOLE
46137V613PRFINVESCO EXCHANGE TRADED FD T$422,2090.07%8,883CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$422,1910.07%5,733CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$419,8140.07%10,282CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$416,7520.07%2,849CommonSOLE
369604301GEGE AEROSPACE$411,7500.07%1,451CommonSOLE
464287614IWFISHARES TR$410,6230.07%962CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$406,6360.07%2,536CommonSOLE
857477103STTSTATE STR CORP$389,8050.06%3,080CommonSOLE
756109104OREALTY INCOME CORP$381,6280.06%6,237CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$375,4250.06%7,513CommonSOLE
92204A884VOXVANGUARD WORLD FD$375,3010.06%2,086CommonSOLE
92204A108VCRVANGUARD WORLD FD$374,2310.06%1,042CommonSOLE
G29183103ETNEATON CORP PLC$357,6700.06%1,000CommonSOLE
81369Y209XLVSELECT SECTOR SPDR TR$353,3300.06%2,410CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$345,0540.06%702CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$342,1210.06%1,263CommonSOLE
94106L109WMWASTE MGMT INC DEL$339,6300.06%1,478CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$324,5380.05%10,138CommonSOLE
25746U109DDOMINION ENERGY INC$323,5240.05%5,233CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$318,1340.05%5,245CommonSOLE
144285103CRSCARPENTER TECHNOLOGY CORP$313,3490.05%795CommonSOLE
038222105AMATAPPLIED MATLS INC$309,6620.05%906CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$303,8170.05%8,029CommonSOLE
464287465EFAISHARES TR$302,7090.05%3,116CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$301,2220.05%2,298CommonSOLE
68389X105ORCLORACLE CORP$300,3050.05%2,041CommonSOLE
316092873FCOMFIDELITY COVINGTON TRUST$292,2350.05%4,290CommonSOLE
92189F726BBHVANECK ETF TRUST$290,3090.05%1,544CommonSOLE
46428Q109SLVISHARES SILVER TR$289,8680.05%4,254CommonSOLE
922908363VOOVANGUARD INDEX FDS$280,8350.05%469CommonSOLE
30040W108ESEVERSOURCE ENERGY$277,2360.05%4,001CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$272,3970.04%789CommonSOLE
36828A101GEVGE VERNOVA INC$272,3450.04%312CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$266,8710.04%1,101CommonSOLE
254687106DISDISNEY WALT CO$264,2750.04%2,742CommonSOLE
88262P102TPLTEXAS PACIFIC LAND CORPORATI$253,4150.04%534CommonSOLE
949746101WMT2WELLS FARGO & CO$253,2130.04%3,180CommonSOLE
025816109AXPAMERICAN EXPRESS CO$244,7040.04%808CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$242,3300.04%931CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$238,5430.04%515CommonSOLE
28176E108EWEDWARDS LIFESCIENCES CORP$217,8180.04%2,720CommonSOLE
231021106CMICUMMINS INC$215,2080.04%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.