Blue Fin Capital, Inc.

← Tracker

Institutional

CIK 0001576102

$609.6M

Reported AUM

150

Positions

Q1 2026

Period

2026-05-28

Filed

Editorial summary

Summary for Blue Fin Capital, Inc. · Q1 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	NVDA	NVIDIA CORPORATION	$195.05	2.66%	9.52%	751.61%	$99.3M	16.28%	—	HELD
2	AAPL	APPLE INC	$333.60	-1.36%	67.77%	128.17%	$48.6M	7.97%	—	HELD
3	MSFT	MICROSOFT CORP	$451.14	15.52%	-24.89%	34.54%	$34.6M	5.68%	—	HELD
4	GOOGL	ALPHABET INC	$333.62	-0.92%	76.18%	131.67%	$29.4M	4.82%	—	HELD
5	AMZN	AMAZON COM INC	$235.66	3.98%	5.54%	30.60%	$25.0M	4.11%	—	HELD
6	IGSB	ISHARES TR	$52.18	0.08%	3.23%	12.75%	$23.1M	3.80%	—	HELD
7	META	META PLATFORMS INC	$539.74	-7.83%	-21.66%	55.72%	$22.6M	3.70%	—	HELD
8	GLD	SPDR GOLD TR	$377.16	1.64%	20.05%	118.68%	$17.4M	2.85%	—	HELD
9	IGIB	ISHARES TR	$52.35	0.15%	2.26%	4.35%	$13.6M	2.24%	—	HELD
10	COST	COSTCO WHOLESALE CORPORATION	$954.15	-2.04%	0.49%	120.47%	$12.1M	1.98%	—	HELD
11	V	VISA INC	$366.40	-0.63%	8.37%	65.12%	$11.5M	1.88%	—	HELD
12	AVGO	BROADCOM INC	$388.15	4.81%	34.78%	753.17%	$11.4M	1.87%	—	HELD
13	MA	MASTERCARD INCORPORATED	$577.65	2.54%	1.24%	67.59%	$11.1M	1.82%	—	HELD
14	JPM	JPMORGAN CHASE & CO	$350.93	1.80%	21.40%	144.23%	$10.4M	1.71%	—	HELD
15	LLY	ELI LILLY & CO	$1155.56	-4.50%	54.61%	373.33%	$9.3M	1.52%	—	HELD
16	HYG	ISHARES TR	$79.47	0.29%	4.52%	18.32%	$8.3M	1.36%	—	HELD
17	GOOG	ALPHABET INC	$333.53	-0.66%	77.27%	132.86%	$7.9M	1.29%	—	HELD
18	SPY	STATE STR SPDR S&P 500 ETF T	$741.92	1.71%	18.63%	72.84%	$7.7M	1.26%	—	HELD
19	WMT	WALMART INC	$111.12	-2.71%	16.94%	145.72%	$6.9M	1.13%	—	HELD
20	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$6.7M	1.11%	—	HELD
21	IEI	ISHARES TR	$116.64	0.06%	1.24%	0.59%	$6.1M	1.00%	—	HELD
22	RTX	RTX CORPORATION	$214.38	-0.40%	37.56%	177.98%	$6.0M	0.98%	—	HELD
23	PFF	ISHARES TR	$30.44	1.13%	1.81%	2.01%	$5.9M	0.98%	—	HELD
24	JNJ	JOHNSON & JOHNSON	$255.84	-3.65%	56.99%	69.37%	$5.1M	0.84%	—	HELD
25	CRWD	CROWDSTRIKE HLDGS INC	$185.35	3.33%	60.64%	155.35%	$5.0M	0.82%	—	HELD
26	ITOT	ISHARES TR	$162.65	1.64%	19.14%	65.75%	$4.9M	0.80%	—	HELD
27	TJX	TJX COS INC NEW	$159.27	-1.46%	27.39%	133.67%	$4.6M	0.76%	—	HELD
28	AMD	ADVANCED MICRO DEVICES INC	$485.46	13.01%	188.39%	347.27%	$4.5M	0.75%	—	HELD
29	IWV	ISHARES TR	$422.43	1.59%	18.89%	65.18%	$4.5M	0.74%	—	HELD
30	UNH	UNITEDHEALTH GROUP INC	$421.50	0.22%	80.84%	9.82%	$4.4M	0.72%	—	HELD
31	LMT	LOCKHEED MARTIN CORP	$574.11	0.86%	—	—	$4.3M	0.70%	—	HELD
32	SHY	ISHARES TR	$82.01	0.02%	—	—	$4.1M	0.68%	—	HELD
33	NEE	NEXTERA ENERGY INC	$87.93	-0.60%	—	—	$4.1M	0.68%	—	HELD
34	BLK	BLACKROCK INC	$1098.37	1.78%	—	—	$4.1M	0.67%	—	HELD
35	BN	BROOKFIELD CORP	$42.03	0.80%	—	—	$3.9M	0.64%	—	HELD
36	HD	HOME DEPOT INC	$333.33	-1.46%	—	—	$3.7M	0.61%	—	HELD
37	ABBV	ABBVIE INC	$257.79	-2.09%	—	—	$3.6M	0.59%	—	HELD
38	BKLN	INVESCO EXCH TRADED FD TR II	$20.38	0.05%	—	—	$3.5M	0.58%	—	HELD
39	SYK	STRYKER CORPORATION	$348.04	-1.20%	—	—	$3.4M	0.55%	—	HELD
40	IEFA	ISHARES TR	$98.88	2.75%	—	—	$3.3M	0.54%	—	HELD
41	EEM	ISHARES TR	$63.59	4.13%	—	—	$3.2M	0.53%	—	HELD
42	MRK	MERCK & CO INC	$129.80	-0.43%	—	—	$3.2M	0.53%	—	HELD
43	NOC	NORTHROP GRUMMAN CORP	$534.85	-0.04%	—	—	$3.2M	0.52%	—	HELD
44	ARM	ARM HOLDINGS PLC	$241.54	7.40%	—	—	$3.1M	0.51%	—	HELD
45	IEMG	ISHARES INC	$77.05	3.91%	—	—	$2.9M	0.48%	—	HELD
46	JNK	SPDR SERIES TRUST	$95.67	0.29%	—	—	$2.6M	0.43%	—	HELD
47	MDY	STATE STR SPDR S&P MIDCAP 40	$687.02	0.86%	—	—	$2.6M	0.43%	—	HELD
48	AMGN	AMGEN INC	$387.64	0.00%	—	—	$2.6M	0.42%	—	HELD
49	BX	BLACKSTONE INC	$128.07	-1.03%	—	—	$2.5M	0.40%	—	HELD
50	SPGI	S&P GLOBAL INC	$415.00	-1.11%	—	—	$2.4M	0.40%	—	HELD
51	ISRG	INTUITIVE SURGICAL INC	$352.97	-0.04%	—	—	$2.2M	0.36%	—	HELD
52	DHI	D R HORTON INC	$145.53	-1.11%	—	—	$2.1M	0.35%	—	HELD
53	BAC	BANK AMERICA CORP	$61.76	1.13%	—	—	$2.1M	0.34%	—	HELD
54	FLOT	ISHARES TR	$51.07	0.12%	—	—	$2.0M	0.33%	—	HELD
55	MCO	MOODYS CORP	$482.26	-0.20%	—	—	$2.0M	0.32%	—	HELD
56	SPSM	SPDR SERIES TRUST	$56.57	0.84%	—	—	$1.9M	0.31%	—	HELD
57	ABT	ABBOTT LABORATORIES	$105.63	-2.19%	—	—	$1.8M	0.29%	—	HELD
58	TDG	TRANSDIGM GROUP INC	$1249.91	-1.16%	—	—	$1.8M	0.29%	—	HELD
59	TIP	ISHARES TR	$107.74	-0.03%	—	—	$1.7M	0.28%	—	HELD
60	PEP	PEPSICO INC	$140.20	-2.30%	—	—	$1.7M	0.28%	—	HELD
61	IBB	ISHARES TR	$189.96	0.76%	—	—	$1.7M	0.28%	—	HELD
62	PG	PROCTER & GAMBLE CO	$143.95	-1.47%	—	—	$1.7M	0.27%	—	HELD
63	SCHP	SCHWAB STRATEGIC TR	$26.12	-0.08%	—	—	$1.5M	0.25%	—	HELD
64	QQQ	INVESCO QQQ TR	$683.36	3.27%	—	—	$1.5M	0.25%	—	HELD
65	CVX	CHEVRON CORPORATION	$192.59	0.38%	—	—	$1.5M	0.24%	—	HELD
66	VGT	VANGUARD WORLD FD	$113.64	5.03%	—	—	$1.4M	0.23%	—	HELD
67	SMH	VANECK ETF TRUST	$538.52	6.80%	—	—	$1.4M	0.23%	—	HELD
68	SHW	SHERWIN WILLIAMS CO	$344.84	0.28%	—	—	$1.3M	0.22%	—	HELD
69	SO	SOUTHERN CO	$94.34	-1.78%	—	—	$1.3M	0.21%	—	HELD
70	SDY	SPDR SERIES TRUST	$155.44	-1.46%	—	—	$1.3M	0.21%	—	HELD
71	MU	MICRON TECHNOLOGY INC	$875.03	18.41%	—	—	$1.2M	0.20%	—	HELD
72	IAU	ISHARES GOLD TR	$77.30	1.66%	—	—	$1.2M	0.20%	—	HELD
73	KO	COCA COLA CO	$88.51	-0.63%	—	—	$1.2M	0.20%	—	HELD
74	MCD	MCDONALDS CORP	$268.44	-1.13%	—	—	$1.2M	0.19%	—	HELD
75	NFLX	NETFLIX INC.	$73.19	-0.60%	—	—	$1.1M	0.19%	—	HELD
76	CL	COLGATE PALMOLIVE CO	$91.60	-2.02%	—	—	$1.0M	0.17%	—	HELD
77	EEMA	ISHARES INC	$110.12	3.30%	—	—	$1.0M	0.17%	—	HELD
78	AB	ALLIANCEBERNSTEIN HLDG L P	$36.72	-1.05%	—	—	$1.0M	0.16%	—	HELD
79	ACN	ACCENTURE PLC IRELAND	$163.29	-5.71%	—	—	$997K	0.16%	—	HELD
80	XOM	EXXON MOBIL CORP	$157.13	0.25%	—	—	$985K	0.16%	—	HELD
81	AIA	ISHARES TR	$131.64	5.40%	—	—	$945K	0.15%	—	HELD
82	BAM	BROOKFIELD ASSET MANAGMT LTD	$47.97	1.30%	—	—	$933K	0.15%	—	HELD
83	BSX	BOSTON SCIENTIFIC CORP	$46.00	-0.09%	—	—	$928K	0.15%	—	HELD
84	ENB	ENBRIDGE INC	$55.44	0.54%	—	—	$915K	0.15%	—	HELD
85	AGG	ISHARES TR	$97.61	0.06%	—	—	$874K	0.14%	—	HELD
86	XLC	SELECT SECTOR SPDR TR	$106.58	-2.68%	—	—	$844K	0.14%	—	HELD
87	ASML	ASML HLDG NV	$1651.44	6.50%	—	—	$711K	0.12%	—	HELD
88	CSCO	CISCO SYS INC	$113.56	0.96%	—	—	$704K	0.12%	—	HELD
89	GWW	WW GRAINGER INC	$1355.49	-0.25%	—	—	$675K	0.11%	—	HELD
90	EMB	ISHARES TR	$94.79	0.24%	—	—	$629K	0.10%	—	HELD
91	DUK	DUKE ENERGY CORP NEW	$126.27	-2.18%	—	—	$618K	0.10%	—	HELD
92	LOW	LOWES COS INC	$210.09	-2.59%	—	—	$607K	0.10%	—	HELD
93	MPC	MARATHON PETE CORP	$314.08	1.74%	—	—	$589K	0.10%	—	HELD
94	VYM	VANGUARD WHITEHALL FDS	$161.96	0.18%	—	—	$532K	0.09%	—	HELD
95	TXT	TEXTRON INC	$87.09	1.68%	—	—	$527K	0.09%	—	HELD
96	PCY	INVESCO EXCH TRADED FD TR II	$20.93	0.24%	—	—	$526K	0.09%	—	HELD
97	QCOM	QUALCOMM INC	$151.64	-2.59%	—	—	$519K	0.09%	—	HELD
98	TSLA	TESLA INC	$308.80	3.51%	—	—	$515K	0.08%	—	HELD
99	DE	DEERE & CO	$599.46	-1.88%	—	—	$509K	0.08%	—	HELD
100	XLK	SELECT SECTOR SPDR TR	$175.74	5.51%	—	—	$498K	0.08%	—	HELD
101	MS	MORGAN STANLEY	—	—	—	—	$488K	0.08%	—	HELD
102	VTI	VANGUARD INDEX FDS	—	—	—	—	$471K	0.08%	—	HELD
103	IYW	ISHARES TR	—	—	—	—	$458K	0.08%	—	HELD
104	IVV	ISHARES TR	—	—	—	—	$458K	0.08%	—	HELD
105	PFE	PFIZER INC	—	—	—	—	$450K	0.07%	—	HELD
106	ADP	AUTOMATIC DATA PROCESSING IN	—	—	—	—	$449K	0.07%	—	HELD
107	KLAC	KLA CORP	—	—	—	—	$448K	0.07%	—	HELD
108	WELL	WELLTOWER INC	—	—	—	—	$434K	0.07%	—	HELD
109	PRF	INVESCO EXCHANGE TRADED FD T	—	—	—	—	$422K	0.07%	—	HELD
110	BND	VANGUARD BD INDEX FDS	—	—	—	—	$422K	0.07%	—	HELD
111	XLRE	SELECT SECTOR SPDR TR	—	—	—	—	$420K	0.07%	—	HELD
112	PLTR	PALANTIR TECHNOLOGIES INC	—	—	—	—	$417K	0.07%	—	HELD
113	GE	GE AEROSPACE	—	—	—	—	$412K	0.07%	—	HELD
114	IWF	ISHARES TR	—	—	—	—	$411K	0.07%	—	HELD
115	PANW	PALO ALTO NETWORKS INC	—	—	—	—	$407K	0.07%	—	HELD
116	STT	STATE STR CORP	—	—	—	—	$390K	0.06%	—	HELD
117	O	REALTY INCOME CORP	—	—	—	—	$382K	0.06%	—	HELD
118	XLB	SELECT SECTOR SPDR TR	—	—	—	—	$375K	0.06%	—	HELD
119	VOX	VANGUARD WORLD FD	—	—	—	—	$375K	0.06%	—	HELD
120	VCR	VANGUARD WORLD FD	—	—	—	—	$374K	0.06%	—	HELD
121	ETN	EATON CORP PLC	—	—	—	—	$358K	0.06%	—	HELD
122	XLV	SELECT SECTOR SPDR TR	—	—	—	—	$353K	0.06%	—	HELD
123	TMO	THERMO FISHER SCIENTIFIC INC	—	—	—	—	$345K	0.06%	—	HELD
124	PSA	PUBLIC STORAGE OPER CO	—	—	—	—	$342K	0.06%	—	HELD
125	WM	WASTE MGMT INC DEL	—	—	—	—	$340K	0.06%	—	HELD
126	CMG	CHIPOTLE MEXICAN GRILL INC	—	—	—	—	$325K	0.05%	—	HELD
127	D	DOMINION ENERGY INC	—	—	—	—	$324K	0.05%	—	HELD
128	BMY	BRISTOL-MYERS SQUIBB CO	—	—	—	—	$318K	0.05%	—	HELD
129	CRS	CARPENTER TECHNOLOGY CORP	—	—	—	—	$313K	0.05%	—	HELD
130	AMAT	APPLIED MATLS INC	—	—	—	—	$310K	0.05%	—	HELD
131	EPD	ENTERPRISE PRODS PARTNERS L	—	—	—	—	$304K	0.05%	—	HELD
132	EFA	ISHARES TR	—	—	—	—	$303K	0.05%	—	HELD
133	AEP	AMERICAN ELEC PWR CO INC	—	—	—	—	$301K	0.05%	—	HELD
134	ORCL	ORACLE CORP	—	—	—	—	$300K	0.05%	—	HELD
135	FCOM	FIDELITY COVINGTON TRUST	—	—	—	—	$292K	0.05%	—	HELD
136	BBH	VANECK ETF TRUST	—	—	—	—	$290K	0.05%	—	HELD
137	SLV	ISHARES SILVER TR	—	—	—	—	$290K	0.05%	—	HELD
138	VOO	VANGUARD INDEX FDS	—	—	—	—	$281K	0.05%	—	HELD
139	ES	EVERSOURCE ENERGY	—	—	—	—	$277K	0.05%	—	HELD
140	LHX	L3HARRIS TECHNOLOGIES INC	—	—	—	—	$272K	0.04%	—	HELD
141	GEV	GE VERNOVA INC	—	—	—	—	$272K	0.04%	—	HELD
142	IBM	INTERNATIONAL BUSINESS MACHS	—	—	—	—	$267K	0.04%	—	HELD
143	DIS	DISNEY WALT CO	—	—	—	—	$264K	0.04%	—	HELD
144	TPL	TEXAS PACIFIC LAND CORPORATI	—	—	—	—	$253K	0.04%	—	HELD
145	WMT2	WELLS FARGO & CO	—	—	—	—	$253K	0.04%	—	HELD
146	AXP	AMERICAN EXPRESS CO	—	—	—	—	$245K	0.04%	—	HELD
147	ITW	ILLINOIS TOOL WKS INC	—	—	—	—	$242K	0.04%	—	HELD
148	DIA	STATE STR SPDR DOW JONES IND	—	—	—	—	$239K	0.04%	—	HELD
149	EW	EDWARDS LIFESCIENCES CORP	—	—	—	—	$218K	0.04%	—	HELD
150	CMI	CUMMINS INC	—	—	—	—	$215K	0.04%	—	HELD

Source: SEC EDGAR · accession 0001172661-26-002442. 13F discloses long positions only — shorts, foreign equities, and options are excluded.