Blue Fin Capital, Inc.
Sector Allocation
- Technology48.4%$334.6M
- Other18.9%$130.4M
- Financials11.8%$81.5M
- Healthcare6.3%$43.3M
- Consumer Discretionary5.9%$41.0M
- Consumer Staples3.4%$23.2M
- Industrials2.7%$18.8M
- Utilities1.0%$7.1M
- Real Estate0.8%$5.4M
- Energy0.4%$3.1M
AUM History
13fpro.ai/research/fund/blue-fin-capital-inc-1576102
Conviction and streaks
Stable · top 10 = 52.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$111.6MAAPL
$55.6MGOOGL
$41.3MMSFT
$34.6MAMZN
$29.2M- ISHARES$24.6M
META
$21.4MAVGO
$15.2MGLD
$14.8M- ISHARES$14.7M
V
$13.4MAMD
$13.0MLLY
$12.0MJPM
$11.6MCOST
$11.5MMA
$11.3MCRWD
$10.0MGOOG
$9.7M- ISHARES$8.6M
SPY
$8.3M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/blue-fin-capital-inc-1576102
Blue Fin Capital, Inc. 13F holdings — Q2 2026
$691.8M portfolio (+13.5% QoQ) · 164 holdings · Q2 2026 13F · top 10 are 53% of the stock portfolio
$111.6M
16.1% of stocks
-2%This quarter+1.9%Since filed5+ qtrsHeld$55.6M
8.0% of stocks
+0.4%This quarter+11.2%Since filed5+ qtrsHeld$41.3M
6.0% of stocks
+13%This quarter-16.3%Since filed5+ qtrsHeld$34.6M
5.0% of stocks
-0.8%This quarter+8.1%Since filed5+ qtrsHeld$29.2M
4.2% of stocks
+2%This quarter-10.2%Since filed5+ qtrsHeld- 6
ISHARES TR - ISHS 1-5YR INVS
$24.6M
3.6% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $21.4M
3.1% of stocks
-4%This quarter+7.3%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row$15.2M
2.2% of stocks
+9%This quarter-21.3%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$14.8M
2.1% of stocks
-0.3%This quarter-1.7%Since filed5+ qtrsHeld- 10
ISHARES TR - ISHS 5-10YR INVT
$14.7M
2.1% of stocks
+8%This quarter—Since filed—HeldAIQuality—Est. buy—
All holdings — Blue Fin Capital, Inc. (Q2 2026)
164 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | VISA INC. | Financials | $13.4M | 1.9% | 39K | +3% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | ADVANCED MICRO DEVICES INC | Technology | $13.0M | 1.9% | 22K | -0.1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ELI LILLY & Co | Healthcare | $12.0M | 1.7% | 10K | -0.6% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | JPMORGAN CHASE & CO | Financials | $11.6M | 1.7% | 36K | +0.3% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $11.5M | 1.7% | 12K | +2% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Mastercard Inc | Financials | $11.3M | 1.6% | 22K | -1% | 5+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | CrowdStrike Holdings, Inc. | Technology | $10.0M | 1.4% | 13K | +3% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Alphabet Inc. | Technology | $9.7M | 1.4% | 27K | -0.1% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | ISHARES TR - IBOXX HI YD ETFetf/fund | — | $8.6M | 1.2% | 107K | +3% | — | — | 13F |
| 20 | SPDR S&P 500 ETF TRUSTetf/fund | — | $8.3M | 1.2% | 11K | -6% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | ARM HOLDINGS PLC /UKadr | Technology | $7.2M | 1.0% | 20K | -0.5% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | UNITEDHEALTH GROUP INC | Healthcare | $6.8M | 1.0% | 16K | +0.5% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | BERKSHIRE HATHAWAY INC | Financials | $6.7M | 1.0% | 13K | -5% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Walmart Inc. | Consumer Staples | $6.2M | 0.9% | 55K | -0.6% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | — | ISHARES TR - 3 7 YR TREAS BDetf/fund | — | $6.2M | 0.9% | 53K | +2% | — | — | 13F |
| 26 | — | ISHARES TR - CORE S&P TTL STK | — | $6.0M | 0.9% | 37K | +8% | |||
| 27 | — | ISHARES TR - PFD AND INCM SEC | — | $6.0M | 0.9% | 197K | +0.7% | |||
| 28 | $RTX | RTX Corp | Industrials | $5.9M | 0.8% | 31K | -0.4% | |||
| 29 | $JNJ | JOHNSON & JOHNSON | Healthcare | $5.3M | 0.8% | 21K | -1.0% | |||
| 30 | — | ISHARES TR - RUSSELL 3000 ETF | — | $5.1M | 0.7% | 12K | -2% | |||
| 31 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $4.6M | 0.7% | 30K | +4% | |||
| 32 | $ABBV | AbbVie Inc. | Healthcare | $4.3M | 0.6% | 17K | +4% | |||
| 33 | — | ISHARES TR - 1 3 YR TREAS BD | — | $4.2M | 0.6% | 51K | +2% | |||
| 34 | $BN | BROOKFIELD Corp /ON/ | Real Estate | $4.1M | 0.6% | 97K | -0.1% | |||
| 35 | $BLK | BlackRock, Inc. | Financials | $4.1M | 0.6% | 4,287 | +0.3% | |||
| 36 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $4.0M | 0.6% | 11K | +0.7% | |||
| 37 | $NEE | NEXTERA ENERGY INC | Utilities | $3.9M | 0.6% | 44K | -0.3% | |||
| 38 | — | ISHARES TR - MSCI EMG MKT ETF | — | $3.8M | 0.6% | 56K | -0.5% | |||
| 39 | — | ISHARES TR - CORE MSCI EAFE | — | $3.8M | 0.5% | 39K | +8% | |||
| 40 | — | ISHARES INC - CORE MSCI EMKT | — | $3.6M | 0.5% | 44K | +5% | |||
| 41 | $LMT | LOCKHEED MARTIN CORP | Industrials | $3.6M | 0.5% | 7,027 | -0.3% | |||
| 42 | $IVZ | Invesco Ltd. | Financials | $3.5M | 0.5% | 173K | -0.3% | |||
| 43 | $MRK | Merck & Co., Inc. | Healthcare | $3.4M | 0.5% | 27K | +0.4% | |||
| 44 | $SYK | STRYKER CORP | Healthcare | $3.4M | 0.5% | 11K | +5% | |||
| 45 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $3.2M | 0.5% | 4,509 | +7% | |||
| 46 | $AMGN | AMGEN INC | Healthcare | $2.7M | 0.4% | 7,332 | -0.1% | |||
| 47 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | — | $2.6M | 0.4% | 27K | -0.6% | |||
| 48 | $DHI | HORTON D R INC /DE/ | Industrials | $2.5M | 0.4% | 16K | +1% | |||
| 49 | $BX | Blackstone Inc. | Financials | $2.5M | 0.4% | 22K | +0.8% | |||
| 50 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $2.5M | 0.4% | 3,786 | +4% | |||
| 51 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.4M | 0.3% | 42K | -3% | |||
| 52 | $SPGI | S&P Global Inc. | Financials | $2.4M | 0.3% | 5,866 | +3% | |||
| 53 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $2.4M | 0.3% | 4,673 | +0.1% | |||
| 54 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $2.3M | 0.3% | 41K | +5% | |||
| 55 | $TDG | TransDigm Group INC | Industrials | $2.1M | 0.3% | 1,573 | +3% | |||
| 56 | — | ISHARES TR - FLTG RATE NT ETF | — | $2.1M | 0.3% | 41K | +3% | |||
| 57 | $MCO | MOODYS CORP /DE/ | Financials | $2.1M | 0.3% | 4,543 | +0.3% | |||
| 58 | — | VANGUARD WORLD FD - INF TECH ETF | — | $2.0M | 0.3% | 17K | +723% | |||
| 59 | — | ISHARES TR - ISHARES BIOTECH | — | $1.9M | 0.3% | 10K | +0.3% | |||
| 60 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.9M | 0.3% | 2,574 | -0.7% | |||
| 61 | $MU | MICRON TECHNOLOGY INC | Technology | $1.9M | 0.3% | 1,629 | -54% | |||
| 62 | — | ISHARES TR - TIPS BD ETF | — | $1.7M | 0.3% | 16K | +0.7% | |||
| 63 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.7M | 0.2% | 4,235 | -12% | |||
| 64 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.7M | 0.2% | 11K | -0.5% | |||
| 65 | $ABT | ABBOTT LABORATORIES | Healthcare | $1.6M | 0.2% | 18K | +4% | |||
| 66 | — | SCHWAB STRATEGIC TR - US TIPS ETF | — | $1.5M | 0.2% | 57K | -0.6% | |||
| 67 | $SHW | SHERWIN WILLIAMS CO | Materials | $1.5M | 0.2% | 4,246 | +2% | |||
| 68 | $PEP | PEPSICO INC | Consumer Staples | $1.4M | 0.2% | 11K | -2% | |||
| 69 | $KLAC | KLA CORP | Technology | $1.4M | 0.2% | 4,580 | +1407% | |||
| 70 | $KO | COCA COLA CO | Consumer Staples | $1.3M | 0.2% | 16K | -0.1% | |||
| 71 | — | ISHARES TR - ASIA 50 ETF | — | $1.3M | 0.2% | 8,874 | -0.3% | |||
| 72 | — | SPDR SERIES TRUST - ST STR SP DIV | — | $1.2M | 0.2% | 8,199 | -4% | |||
| 73 | $SO | SOUTHERN CO | Utilities | $1.2M | 0.2% | 13K | -2% | |||
| 74 | — | ISHARES INC - MSCI EM ASIA ETF | — | $1.2M | 0.2% | 11K | — | |||
| 75 | $ASML | ASML HOLDING NV | Technology | $1.2M | 0.2% | 604 | +12% | |||
| 76 | $CVX | CHEVRON CORP | Energy | $1.2M | 0.2% | 7,218 | +2% | |||
| 77 | $GEV | GE Vernova Inc. | Industrials | $1.1M | 0.2% | 959 | +207% | |||
| 78 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $1.1M | 0.2% | 12K | +0.1% | |||
| 79 | $PANW | Palo Alto Networks Inc | Technology | $1.0M | 0.1% | 3,074 | +21% | |||
| 80 | $CSCO | CISCO SYSTEMS, INC. | Technology | $1.0M | 0.1% | 8,845 | -3% | |||
| 81 | $IAU | ISHARES GOLD TRUST | Financials | $1.0M | 0.1% | 14K | — | |||
| 82 | $MCD | MCDONALDS CORP | Consumer Discretionary | $986K | 0.1% | 3,647 | -3% | |||
| 83 | $ENB | ENBRIDGE INC | Energy | $962K | 0.1% | 18K | +5% | |||
| 84 | $AB | ALLIANCEBERNSTEIN HOLDING L.P. | Financials | $941K | 0.1% | 27K | +0.0% | |||
| 85 | $GE | GENERAL ELECTRIC CO | Industrials | $932K | 0.1% | 2,494 | +72% | |||
| 86 | $BAM | Brookfield Asset Management Ltd. | Financials | $907K | 0.1% | 20K | -4% | |||
| 87 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $906K | 0.1% | 8,456 | +11% | |||
| 88 | — | ISHARES TR - CORE US AGGBD ET | — | $860K | 0.1% | 8,688 | -1% | |||
| 89 | $NFLX | NETFLIX INC | Communication Services | $850K | 0.1% | 12K | — | |||
| 90 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $842K | 0.1% | 619 | — | |||
| 91 | $QCOM | QUALCOMM INC/DE | Technology | $737K | 0.1% | 3,989 | -1% | |||
| 92 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $713K | 0.1% | 3,740 | -0.2% | |||
| 93 | — | ISHARES TR - JPMORGAN USD EMG | — | $655K | 0.1% | 6,795 | +1% | |||
| 94 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $655K | 0.1% | 906 | — | |||
| 95 | $BSX | BOSTON SCIENTIFIC CORP | Healthcare | $645K | 0.1% | 15K | +2% | |||
| 96 | — | ISHARES TR - U.S. TECH ETF | — | $637K | 0.1% | 2,524 | — | |||
| 97 | $TSLA | Tesla, Inc. | Consumer Discretionary | $624K | 0.1% | 1,484 | +7% | |||
| 98 | $MS | MORGAN STANLEY | Financials | $620K | 0.1% | 2,965 | — | |||
| 99 | $MPC | Marathon Petroleum Corp | Energy | $617K | 0.1% | 2,412 | — | |||
| 100 | $DUK | Duke Energy CORP | Utilities | $606K | 0.1% | 4,786 | +1% | |||
| 101 | $DE | DEERE & CO | Industrials | $573K | 0.1% | 903 | — | |||
| 102 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $568K | 0.1% | 3,593 | — | |||
| 103 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $564K | 0.1% | 2,556 | -0.5% | |||
| 104 | $TXT | TEXTRON INC | Industrials | $552K | 0.1% | 6,014 | +0.0% | |||
| 105 | $ETN | Eaton Corp plc | Industrials | $543K | 0.1% | 1,275 | +28% | |||
| 106 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $543K | 0.1% | 1,468 | +0.1% | |||
| 107 | $IVZ | Invesco Ltd. | Financials | $543K | 0.1% | 25K | -0.4% | |||
| 108 | — | ISHARES TR - CORE S&P500 ETF | — | $525K | 0.1% | 701 | — | |||
| 109 | $STT | STATE STREET CORP | Financials | $494K | 0.1% | 11K | +9% | |||
| 110 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $493K | 0.1% | 2,203 | -0.2% | |||
| 111 | $CRS | CARPENTER TECHNOLOGY CORP | Materials | $490K | 0.1% | 795 | — | |||
| 112 | $STT | STATE STREET CORP | Financials | $488K | 0.1% | 2,879 | -7% | |||
| 113 | $IVZ | Invesco Ltd. | Financials | $480K | 0.1% | 8,883 | — | |||
| 114 | — | ISHARES TR - RUS 1000 GRW ETF | — | $478K | 0.1% | 3,852 | +300% | |||
| 115 | $WELL | WELLTOWER INC. | Real Estate | $456K | 0.1% | 2,009 | -9% | |||
| 116 | $INTC | INTEL CORP | Technology | $452K | 0.1% | 3,238 | New | |||
| 117 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $445K | 0.1% | 931 | New | |||
| 118 | — | VANGUARD WORLD FD - CONSUM DIS ETF | — | $442K | 0.1% | 1,113 | +7% | |||
| 119 | $ACN | Accenture plc | Technology | $425K | 0.1% | 3,419 | -32% | |||
| 120 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | — | $419K | 0.1% | 5,710 | -0.4% | |||
| 121 | $WM | WASTE MANAGEMENT INC | Utilities | $410K | 0.1% | 1,839 | +24% | |||
| 122 | — | SELECT SECTOR SPDR TR - ST STR MATER ETF | — | $405K | 0.1% | 7,976 | +6% | |||
| 123 | $PSA | Public Storage | Real Estate | $402K | 0.1% | 1,263 | — | |||
| 124 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $401K | 0.1% | 2,526 | +5% | |||
| 125 | $O | REALTY INCOME CORP | Real Estate | $387K | 0.1% | 6,238 | +0.0% | |||
| 126 | $PFE | PFIZER INC | Healthcare | $374K | 0.1% | 16K | -3% | |||
| 127 | — | VANGUARD WORLD FD - COMM SRVC ETF | — | $372K | 0.1% | 2,023 | -3% | |||
| 128 | $ORCL | ORACLE CORP | Technology | $365K | 0.1% | 2,491 | +22% | |||
| 129 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $356K | 0.1% | 8,014 | New | |||
| 130 | $D | DOMINION ENERGY, INC | Utilities | $346K | 0.1% | 5,070 | -3% | |||
| 131 | $APH | AMPHENOL CORP /DE/ | Technology | $345K | 0.1% | 1,956 | New | |||
| 132 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $337K | 0.1% | 672 | -4% | |||
| 133 | $PLTR | Palantir Technologies Inc. | Technology | $332K | 0.1% | 2,849 | — | |||
| 134 | $SNPS | SYNOPSYS INC | Technology | $327K | 0.1% | 734 | New | |||
| 135 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $324K | 0.1% | 471 | +0.4% | |||
| 136 | $DELL | Dell Technologies Inc. | Technology | $319K | 0.1% | 740 | New | |||
| 137 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $314K | 0.1% | 2,298 | — | |||
| 138 | — | VANECK ETF TRUST - BIOTECH ETF | — | $314K | 0.1% | 1,544 | — | |||
| 139 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $310K | 0.0% | 1,101 | — | |||
| 140 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $296K | 0.0% | 5,133 | -2% | |||
| 141 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $295K | 0.0% | 8,029 | — | |||
| 142 | — | ISHARES TR - MSCI EAFE ETF | — | $289K | 0.0% | 2,784 | -11% | |||
| 143 | $ES | EVERSOURCE ENERGY | Utilities | $289K | 0.0% | 4,002 | +0.0% | |||
| 144 | — | FIDELITY COVINGTON TRUST - MSCI COMMNTN SVC | — | $285K | 0.0% | 4,108 | -4% | |||
| 145 | $CMI | CUMMINS INC | Industrials | $285K | 0.0% | 400 | — | |||
| 146 | $HWM | Howmet Aerospace Inc. | Materials | $282K | 0.0% | 1,050 | New | |||
| 147 | $IDXX | IDEXX LABORATORIES INC /DE | Healthcare | $276K | 0.0% | 525 | New | |||
| 148 | $AXP | AMERICAN EXPRESS CO | Financials | $273K | 0.0% | 808 | — | |||
| 149 | $VRT | Vertiv Holdings Co | Technology | $272K | 0.0% | 812 | New | |||
| 150 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $269K | 0.0% | 515 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 16 new, 67 added to, 57 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (16)
$INTCINTEL CORP$452K
first bought this quarter
$TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$445K
first bought this quarter
- DIMENSIONAL ETF TRUST - US COR EQU 2 ETF$356K
first bought this quarter
$APHAMPHENOL CORP /DE/$345K
first bought this quarter
$SNPSSYNOPSYS INC$327K
first bought this quarter
$DELLDell Technologies Inc.$319K
first bought this quarter
+10 more in the Excel export
Added to (67)
now $41.3M · held 5+ qtrs
- VANGUARD WORLD FD - INF TECH ETF+723%
now $2.0M
- ISHARES TR - ISHS 1-5YR INVS+7%
now $24.6M
now $15.2M · held 5+ qtrs, 4 adds in a row
$KLACKLA CORP+1407%
now $1.4M · held 5+ qtrs
- ISHARES TR - ISHS 5-10YR INVT+8%
now $14.7M
+61 more in the Excel export
Trimmed (57)
now $111.6M · held 5+ qtrs, 4 trims in a row
$MUMICRON TECHNOLOGY INC-54%
now $1.9M · held 5+ qtrs
now $21.4M · held 5+ qtrs, 3 trims in a row
now $8.3M · held 5+ qtrs
$BRK.BBERKSHIRE HATHAWAY INC-5%
now $6.7M · held 5+ qtrs
now $34.6M · held 5+ qtrs
+51 more in the Excel export
Sold out (2)
$XOM.R34088EXXON MOBIL CORPwas $985K
held 4+ qtrs
$LHXL3HARRIS TECHNOLOGIES, INC. /DE/was $272K
held 4+ qtrs
Holdings by quarter
Every 13F Blue Fin Capital, Inc. has filed, 38 earlier quarters. Pick one to see what it held then.
Is it too late to follow Blue Fin Capital?
Q2 2026 13F filed with the SEC on Aug 4, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Blue Fin Capital's top 20 holdings: 79/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+0.3%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 8% over the last 4
Top 10 weight
53%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Blue Fin Capital, Inc. disclosed 164 positions worth $691.8M in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 16.1% of the equity portfolio, followed by $AAPL and $GOOGL. During the quarter the fund opened 16 new positions and exited 2 — including a new stake in $INTC and a full exit from $XOM.R34088. The portfolio is most concentrated in Technology (48.4% of disclosed assets). All figures are sourced directly from Blue Fin Capital, Inc.’s Form 13F-HR filing with the SEC under CIK 1576102.
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