Blue Fin Capital, Inc.

13F filer · CIK 0001576102

Reported Aug 4, 2026

Net buyer this quarter

13F portfolio value$692MU.S. long equity reported on 13F

Positions12215 new · 2 closed

Net flow last quarter+$6.47MBuys minus sells

Top 10 positions weight50.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 4, 2026122 positions
NVDANvidia Corp	$112M	16.13%	0.00%	-2.0%	Q3 2017
AAPLApple Inc.	$55.6M	8.04%	0.00%	+0.4%	Q4 2013
GOOGLAlphabet Inc.	$41.3M	5.96%	0.00%	+12.9%	Q4 2015
MSFTMicrosoft Corp	$34.6M	5.00%	0.00%	-0.8%	Q4 2013
AMZNAmazon Com Inc	$29.2M	4.21%	0.00%	+1.8%	Q4 2013
METAMeta Platforms, Inc.	$21.4M	3.09%	Not reported	-3.8%	Q4 2013
AVGOBroadcom Inc.	$15.2M	2.20%	0.00%	+9.3%	Q4 2023
GLDSPDR Gold Trust	$14.8M	2.14%	0.01%	-0.3%	Q4 2013
VVisa Inc.	$13.4M	1.93%	0.00%	+2.6%	Q4 2013
AMDAdvanced Micro Devices Inc	$13M	1.88%	0.00%	-0.1%	Q4 2021
LLYELI LILLY & Co	$12M	1.74%	0.00%	-0.6%	Q4 2013
JPMJPMorgan Chase & Co	$11.6M	1.68%	0.00%	+0.3%	Q4 2013
COSTCostco Wholesale Corp	$11.5M	1.67%	0.00%	+1.7%	Q4 2019
MAMastercard Inc	$11.3M	1.63%	0.00%	-1.1%	Q4 2013
CRWDCrowdStrike Holdings, Inc.	$9.98M	1.44%	0.01%	+2.6%	Q4 2020
GOOGAlphabet Inc.	$9.66M	1.40%	Not reported	-0.2%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$8.28M	1.20%	Not reported	-5.9%	Q4 2013
ARMArm Holdings PLC	$7.22M	1.04%	0.00%	-0.5%	Q2 2024
UNHUnitedhealth Group Inc	$6.76M	0.98%	0.00%	+0.5%	Q1 2017
BRK.BBerkshire Hathaway Inc	$6.67M	0.96%	Not reported	-5.3%	Q4 2013
WMTWalmart Inc.	$6.23M	0.90%	0.00%	-0.6%	Q4 2013
RTXRTX Corp	$5.85M	0.85%	0.00%	-0.4%	Q2 2020
JNJJohnson & Johnson	$5.26M	0.76%	0.00%	-1.0%	Q4 2013
TJXTJX Companies Inc	$4.55M	0.66%	0.00%	+3.8%	Q4 2013
ABBVAbbVie Inc.	$4.3M	0.62%	0.00%	+4.0%	Q4 2013
BNBROOKFIELD Corp	$4.13M	0.60%	Not reported	-0.1%	Q4 2022
BLKBlackRock, Inc.	$4.12M	0.60%	0.00%	+0.3%	Q4 2013
HDHome Depot, Inc.	$4.03M	0.58%	0.00%	+0.7%	Q4 2013
NEENextera Energy Inc	$3.88M	0.56%	0.00%	-0.3%	Q4 2013
LMTLockheed Martin Corp	$3.58M	0.52%	0.00%	-0.3%	Q4 2013
MRKMerck & Co., Inc.	$3.44M	0.50%	0.00%	+0.4%	Q4 2013
SYKStryker Corp	$3.39M	0.49%	0.00%	+5.4%	Q4 2013
MDYSPDR S&P Midcap 400 ETF Trust	$3.17M	0.46%	Not reported	+6.9%	Q4 2022
AMGNAmgen Inc	$2.66M	0.38%	0.00%	-0.1%	Q4 2013
DHIHorton D R Inc	$2.54M	0.37%	0.01%	+1.4%	Q4 2013
BXBlackstone Inc.	$2.54M	0.37%	0.00%	+0.8%	Q3 2021
SMHMarket Vectors ETF Trust	$2.48M	0.36%	Not reported	+3.7%	Q4 2024
BACBank of America Corp	$2.39M	0.35%	0.00%	-2.7%	Q4 2013
SPGIS&P Global Inc.	$2.39M	0.35%	0.00%	+2.8%	Q2 2016
NOCNorthrop Grumman Corp	$2.38M	0.34%	0.00%	+0.1%	Q2 2014
TDGTransDigm Group INC	$2.09M	0.30%	0.00%	+2.7%	Q4 2019
MCOMoodys Corp	$2.06M	0.30%	0.00%	+0.3%	Q3 2015
QQQInvesco QQQ Trust, Series 1	$1.9M	0.27%	Not reported	-0.7%	Q2 2018
MUMicron Technology Inc	$1.88M	0.27%	0.00%	-54.5%	Q1 2024
ISRGIntuitive Surgical Inc	$1.68M	0.24%	0.00%	-11.7%	Q4 2021
PGPROCTER & GAMBLE Co	$1.67M	0.24%	0.00%	-0.5%	Q4 2013
ABTAbbott Laboratories	$1.64M	0.24%	0.00%	+3.9%	Q4 2013
SHWSherwin Williams Co	$1.46M	0.21%	0.00%	+2.5%	Q2 2023
PEPPepsico Inc	$1.45M	0.21%	0.00%	-2.4%	Q4 2013
KLACKla Corp	$1.38M	0.20%	0.00%	+50.7%	Q4 2023

Q1 2026Reported May 28, 2026109 positions
NVDANvidia Corp	$99.3M	16.28%	0.00%	-1.2%	Q3 2017
AAPLApple Inc.	$48.6M	7.97%	0.00%	-1.9%	Q4 2013
MSFTMicrosoft Corp	$34.6M	5.68%	0.00%	-0.8%	Q4 2013
GOOGLAlphabet Inc.	$29.4M	4.82%	0.00%	-2.1%	Q4 2015
AMZNAmazon Com Inc	$25M	4.11%	0.00%	-1.4%	Q4 2013
METAMeta Platforms, Inc.	$22.6M	3.70%	Not reported	-1.2%	Q4 2013
GLDSPDR Gold Trust	$17.4M	2.85%	0.01%	-0.5%	Q4 2013
COSTCostco Wholesale Corp	$12.1M	1.98%	0.00%	+0.7%	Q4 2019
VVisa Inc.	$11.5M	1.88%	0.00%	-4.8%	Q4 2013
AVGOBroadcom Inc.	$11.4M	1.87%	0.00%	+6.2%	Q4 2023
MAMastercard Inc	$11.1M	1.82%	0.00%	-5.0%	Q4 2013
JPMJPMorgan Chase & Co	$10.4M	1.71%	0.00%	-0.3%	Q4 2013
LLYELI LILLY & Co	$9.27M	1.52%	0.00%	-5.2%	Q4 2013
GOOGAlphabet Inc.	$7.85M	1.29%	Not reported	-0.3%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$7.66M	1.26%	Not reported	+0.5%	Q4 2013
WMTWalmart Inc.	$6.87M	1.13%	0.00%	-5.0%	Q4 2013
BRK.BBerkshire Hathaway Inc	$6.75M	1.11%	Not reported	-0.5%	Q4 2013
RTXRTX Corp	$5.97M	0.98%	0.00%	-0.3%	Q2 2020
JNJJohnson & Johnson	$5.11M	0.84%	0.00%	+0.6%	Q4 2013
CRWDCrowdStrike Holdings, Inc.	$4.98M	0.82%	0.01%	+4.0%	Q4 2020
TJXTJX Companies Inc	$4.62M	0.76%	0.00%	+0.9%	Q4 2013
AMDAdvanced Micro Devices Inc	$4.55M	0.75%	0.00%	+0.4%	Q4 2021
UNHUnitedhealth Group Inc	$4.38M	0.72%	0.00%	+0.3%	Q1 2017
LMTLockheed Martin Corp	$4.26M	0.70%	0.00%	+2.4%	Q4 2013
NEENextera Energy Inc	$4.12M	0.68%	0.00%	+2.1%	Q4 2013
BLKBlackRock, Inc.	$4.11M	0.67%	0.00%	+3.0%	Q4 2013
BNBROOKFIELD Corp	$3.93M	0.64%	Not reported	-5.9%	Q4 2022
HDHome Depot, Inc.	$3.73M	0.61%	0.00%	+4.3%	Q4 2013
ABBVAbbVie Inc.	$3.58M	0.59%	0.00%	+0.9%	Q4 2013
SYKStryker Corp	$3.36M	0.55%	0.00%	-0.2%	Q4 2013
MRKMerck & Co., Inc.	$3.2M	0.53%	0.00%	-7.3%	Q4 2013
NOCNorthrop Grumman Corp	$3.19M	0.52%	0.00%	+1.5%	Q2 2014
ARMArm Holdings PLC	$3.1M	0.51%	0.00%	-9.9%	Q2 2024
MDYSPDR S&P Midcap 400 ETF Trust	$2.6M	0.43%	Not reported	+13.5%	Q4 2022
AMGNAmgen Inc	$2.58M	0.42%	0.00%	-1.4%	Q4 2013
BXBlackstone Inc.	$2.46M	0.40%	0.00%	+6.0%	Q3 2021
SPGIS&P Global Inc.	$2.43M	0.40%	0.00%	+7.5%	Q2 2016
ISRGIntuitive Surgical Inc	$2.21M	0.36%	0.00%	+0.5%	Q4 2021
DHIHorton D R Inc	$2.11M	0.35%	0.01%	+3.6%	Q4 2013
BACBank of America Corp	$2.1M	0.34%	0.00%	-0.7%	Q4 2013
MCOMoodys Corp	$1.98M	0.32%	0.00%	-3.8%	Q3 2015
ABTAbbott Laboratories	$1.78M	0.29%	0.00%	-2.9%	Q4 2013
TDGTransDigm Group INC	$1.77M	0.29%	0.00%	+7.6%	Q4 2019
PEPPepsico Inc	$1.7M	0.28%	0.00%	-0.3%	Q4 2013
PGPROCTER & GAMBLE Co	$1.66M	0.27%	0.00%	+2.3%	Q4 2013
QQQInvesco QQQ Trust, Series 1	$1.5M	0.25%	Not reported	-1.5%	Q2 2018
CVXChevron Corp	$1.46M	0.24%	0.00%	+10.2%	Q4 2013
SMHMarket Vectors ETF Trust	$1.4M	0.23%	Not reported	+440.9%	Q4 2024
SHWSherwin Williams Co	$1.33M	0.22%	0.00%	+4.3%	Q2 2023
SOSouthern Co	$1.27M	0.21%	0.00%	-0.2%	Q4 2013

Q4 2025Reported Jan 23, 2026111 positions
NVDANvidia Corp	$107M	16.66%	0.00%	-7.2%	Q3 2017
AAPLApple Inc.	$53.1M	8.23%	0.00%	-2.3%	Q4 2013
MSFTMicrosoft Corp	$45.6M	7.07%	0.00%	-2.8%	Q4 2013
GOOGLAlphabet Inc.	$32.7M	5.07%	0.00%	-2.5%	Q4 2015
AMZNAmazon Com Inc	$28.1M	4.36%	0.00%	-4.1%	Q4 2013
METAMeta Platforms, Inc.	$26.4M	4.09%	Not reported	-5.7%	Q4 2013
GLDSPDR Gold Trust	$16.1M	2.50%	0.01%	+5.6%	Q4 2013
VVisa Inc.	$14M	2.17%	0.00%	-3.9%	Q4 2013
MAMastercard Inc	$13.3M	2.07%	0.00%	-4.0%	Q4 2013
AVGOBroadcom Inc.	$12M	1.86%	0.00%	+25.5%	Q4 2023
JPMJPMorgan Chase & Co	$11.5M	1.78%	0.00%	-1.3%	Q4 2013
LLYELI LILLY & Co	$11.4M	1.77%	0.00%	-2.4%	Q4 2013
COSTCostco Wholesale Corp	$10.4M	1.61%	0.00%	-2.1%	Q4 2019
GOOGAlphabet Inc.	$8.62M	1.34%	Not reported	-0.3%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$7.99M	1.24%	Not reported	-0.2%	Q4 2013
BRK.BBerkshire Hathaway Inc	$7.11M	1.10%	Not reported	-8.2%	Q4 2013
WMTWalmart Inc.	$6.48M	1.01%	0.00%	-4.9%	Q4 2013
CRWDCrowdStrike Holdings, Inc.	$5.75M	0.89%	0.00%	+0.3%	Q4 2020
RTXRTX Corp	$5.7M	0.88%	0.00%	-3.3%	Q2 2020
UNHUnitedhealth Group Inc	$5.32M	0.83%	0.00%	-3.2%	Q1 2017
AMDAdvanced Micro Devices Inc	$4.77M	0.74%	0.00%	-0.8%	Q4 2021
BNBROOKFIELD Corp	$4.74M	0.73%	Not reported	-3.3%	Q4 2022
BLKBlackRock, Inc.	$4.44M	0.69%	0.00%	-2.0%	Q4 2013
TJXTJX Companies Inc	$4.41M	0.68%	0.00%	+0.2%	Q4 2013
JNJJohnson & Johnson	$4.3M	0.67%	0.00%	+0.8%	Q4 2013
HDHome Depot, Inc.	$3.74M	0.58%	0.00%	+4.7%	Q4 2013
ABBVAbbVie Inc.	$3.72M	0.58%	0.00%	-0.8%	Q4 2013
SYKStryker Corp	$3.6M	0.56%	0.00%	-7.3%	Q4 2013
NEENextera Energy Inc	$3.49M	0.54%	0.00%	-0.3%	Q4 2013
LMTLockheed Martin Corp	$3.33M	0.52%	0.00%	-1.6%	Q4 2013
BXBlackstone Inc.	$3.11M	0.48%	0.00%	+0.4%	Q3 2021
MRKMerck & Co., Inc.	$3.02M	0.47%	0.00%	-2.2%	Q4 2013
SPGIS&P Global Inc.	$2.77M	0.43%	0.00%	+1.2%	Q2 2016
ISRGIntuitive Surgical Inc	$2.7M	0.42%	0.00%	-2.9%	Q4 2021
NOCNorthrop Grumman Corp	$2.62M	0.41%	0.00%	-0.6%	Q2 2014
ARMArm Holdings PLC	$2.48M	0.39%	0.00%	-31.3%	Q2 2024
AMGNAmgen Inc	$2.44M	0.38%	0.00%	+24.8%	Q4 2013
MCOMoodys Corp	$2.41M	0.37%	0.00%	-5.1%	Q3 2015
BACBank of America Corp	$2.39M	0.37%	0.00%	+1.4%	Q4 2013
MDYSPDR S&P Midcap 400 ETF Trust	$2.24M	0.35%	Not reported	+5.2%	Q4 2022
ABTAbbott Laboratories	$2.24M	0.35%	0.00%	-2.1%	Q4 2013
DHIHorton D R Inc	$2.14M	0.33%	0.01%	-1.4%	Q4 2013
TDGTransDigm Group INC	$1.89M	0.29%	0.00%	-5.7%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$1.62M	0.25%	Not reported	-0.6%	Q2 2018
PGPROCTER & GAMBLE Co	$1.6M	0.25%	0.00%	-1.8%	Q4 2013
PEPPepsico Inc	$1.58M	0.24%	0.00%	-0.8%	Q4 2013
ACNAccenture plc	$1.43M	0.22%	0.00%	-15.1%	Q2 2014
SHWSherwin Williams Co	$1.29M	0.20%	0.00%	+1.0%	Q2 2023
IAUIshares Gold Trust	$1.25M	0.19%	0.00%	Not reported	Q4 2023
BSXBoston Scientific Corp	$1.25M	0.19%	0.00%	-4.0%	Q4 2013

Q3 2025Reported Nov 21, 2025105 positions
NVDANvidia Corp	$116M	18.21%	0.00%	-7.4%	Q3 2017
AAPLApple Inc.	$50.9M	8.00%	0.00%	-1.5%	Q4 2013
MSFTMicrosoft Corp	$50.2M	7.90%	0.00%	-0.9%	Q4 2013
METAMeta Platforms, Inc.	$31.1M	4.89%	Not reported	0.0%	Q4 2013
AMZNAmazon Com Inc	$27.9M	4.39%	0.00%	-1.1%	Q4 2013
GOOGLAlphabet Inc.	$26M	4.09%	0.00%	-1.2%	Q4 2015
VVisa Inc.	$14.2M	2.23%	0.00%	-3.5%	Q4 2013
MAMastercard Inc	$13.9M	2.18%	0.00%	-4.1%	Q4 2013
GLDSPDR Gold Trust	$13.7M	2.15%	0.01%	+0.1%	Q4 2013
COSTCostco Wholesale Corp	$11.4M	1.79%	0.00%	-1.2%	Q4 2019
JPMJPMorgan Chase & Co	$11.4M	1.79%	0.00%	-0.6%	Q4 2013
AVGOBroadcom Inc.	$9.13M	1.43%	0.00%	+118.8%	Q4 2023
LLYELI LILLY & Co	$8.31M	1.31%	0.00%	-1.4%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$7.83M	1.23%	Not reported	-5.4%	Q4 2013
BRK.BBerkshire Hathaway Inc	$7.74M	1.22%	Not reported	-2.2%	Q4 2013
GOOGAlphabet Inc.	$6.71M	1.05%	Not reported	-2.7%	Q4 2015
WMTWalmart Inc.	$6.3M	0.99%	0.00%	-2.7%	Q4 2013
CRWDCrowdStrike Holdings, Inc.	$5.99M	0.94%	0.00%	0.0%	Q4 2020
UNHUnitedhealth Group Inc	$5.75M	0.90%	0.00%	-0.4%	Q1 2017
RTXRTX Corp	$5.37M	0.85%	0.00%	-1.0%	Q2 2020
BLKBlackRock, Inc.	$4.93M	0.78%	0.00%	+2.4%	Q4 2013
BNBROOKFIELD Corp	$4.88M	0.77%	Not reported	-2.5%	Q4 2022
ARMArm Holdings PLC	$4.68M	0.74%	0.00%	+0.7%	Q2 2024
HDHome Depot, Inc.	$4.21M	0.66%	0.00%	-0.3%	Q4 2013
TJXTJX Companies Inc	$4.14M	0.65%	0.00%	+1.2%	Q4 2013
SYKStryker Corp	$4.09M	0.64%	0.00%	-2.5%	Q4 2013
JNJJohnson & Johnson	$3.83M	0.60%	0.00%	-0.5%	Q4 2013
ABBVAbbVie Inc.	$3.81M	0.60%	0.00%	-0.6%	Q4 2013
AMDAdvanced Micro Devices Inc	$3.63M	0.57%	0.00%	+2.2%	Q4 2021
LMTLockheed Martin Corp	$3.49M	0.55%	0.00%	-0.9%	Q4 2013
BXBlackstone Inc.	$3.44M	0.54%	0.00%	-0.2%	Q3 2021
NEENextera Energy Inc	$3.29M	0.52%	0.00%	+0.8%	Q4 2013
NOCNorthrop Grumman Corp	$2.82M	0.44%	0.00%	0.0%	Q2 2014
SPGIS&P Global Inc.	$2.55M	0.40%	0.00%	+2.7%	Q2 2016
DHIHorton D R Inc	$2.55M	0.40%	0.01%	+1.1%	Q4 2013
MRKMerck & Co., Inc.	$2.46M	0.39%	0.00%	-2.0%	Q4 2013
ABTAbbott Laboratories	$2.44M	0.38%	0.00%	-1.9%	Q4 2013
MCOMoodys Corp	$2.36M	0.37%	0.00%	-2.2%	Q3 2015
BACBank of America Corp	$2.21M	0.35%	0.00%	-2.9%	Q4 2013
ISRGIntuitive Surgical Inc	$2.2M	0.35%	0.00%	-8.1%	Q4 2021
MDYSPDR S&P Midcap 400 ETF Trust	$2.11M	0.33%	Not reported	+14.7%	Q4 2022
TDGTransDigm Group INC	$1.99M	0.31%	0.00%	+4.7%	Q4 2019
PGPROCTER & GAMBLE Co	$1.75M	0.28%	0.00%	-1.9%	Q4 2013
AMGNAmgen Inc	$1.68M	0.26%	0.00%	-0.7%	Q4 2013
QQQInvesco QQQ Trust, Series 1	$1.59M	0.25%	Not reported	-0.2%	Q2 2018
PEPPepsico Inc	$1.55M	0.24%	0.00%	+1.4%	Q4 2013
ACNAccenture plc	$1.54M	0.24%	0.00%	-2.0%	Q2 2014
NFLXNetflix Inc	$1.45M	0.23%	0.00%	-5.9%	Q1 2018
SHWSherwin Williams Co	$1.36M	0.21%	0.00%	+2.6%	Q2 2023
BSXBoston Scientific Corp	$1.33M	0.21%	0.00%	+0.3%	Q4 2013

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