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CIK: 0001576102
Total reported value
$691.8M
$691.8M
139 檔
32.0%
In Q3 2024, Blue Fin Capital, Inc.'s U.S. equity holdings reached a combined market value of $691.8M, distributed across 139 disclosed stock positions.
In Q3 2024, Blue Fin Capital, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 16.27% | -0.15% | -1.59% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.22% | +0.07% | -0.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.70% | -0.68% | +0.67% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.46% | +0.11% | +1.01% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.44% | -0.61% | +1.09% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.46% | +1.14% | +1.73% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.87% | -0.24% | +13.99% | |
| 8 | MA | Mastercard Inc - A | Stock-Financials | 2.40% | -0.19% | +0.15% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.27% | +0.05% | -0.07% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.08% | -0.31% | +0.54% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.86% | +0.22% | +2.04% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.82% | +0.26% | +1.23% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.73% | -0.71% | +0.82% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.42% | -0.03% | +0.33% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.42% | -0.11% | +31.36% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.37% | -0.15% | -2.67% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.10% | -0.06% | -0.31% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-Other | 1.04% | -0.11% | +0.65% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 0.98% | -0.23% | -3.17% | |
| 20 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.98% | -0.12% | +9.61% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | +0.11% | +0.50% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.83% | -0.01% | -1.10% | |
| 23 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.79% | +0.53% | +98.33% | |
| 24 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.79% | -0.18% | -0.07% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.75% | -0.11% | +19.98% | |
| 26 | BLKCHF | Blackrock Inc | Stock-Other | 0.75% | — | +0.53% | |
| 27 | SYK | Stryker CORP | Stock-Healthcare | 0.75% | -0.06% | +1.26% | |
| 28 | BN | Brookfield CORP | Stock-Financials | 0.74% | -0.04% | +0.27% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.73% | -0.13% | -0.10% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | -0.03% | +3.67% | |
| 31 | NEE | Nextera Energy Inc | Stock-Utilities | 0.68% | -0.12% | -1.44% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.68% | +0.03% | -1.90% | |
| 33 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.66% | -0.03% | -0.17% | |
| 34 | AMD | Advanced Micro Devices | Stock-Tech | 0.65% | +1.13% | -0.25% | |
| 35 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.65% | -0.05% | -0.91% | |
| 36 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.64% | -0.07% | -0.60% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.08% | -0.76% | |
| 38 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.58% | +0.62% | +8.50% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.56% | -0.10% | +0.39% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.03% | +0.44% | |
| 41 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.53% | +0.02% | +24.58% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.50% | -0.03% | +4.56% | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.50% | — | -5.53% | |
| 44 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.49% | -0.18% | +0.39% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.46% | -0.07% | +1.77% | |
| 46 | SPGI | S&p Global Inc | Stock-Financials | 0.46% | -0.05% | +4.30% | |
| 47 | MCO | Moody's CORP | Stock-Financials | 0.44% | -0.02% | -0.19% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.42% | -0.10% | -2.74% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.38% | +0.03% | +10.73% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.38% | -0.05% | -0.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.4% | -0.34% | Trim |
| 2 | META | Meta Platforms Inc-class A | +0.4% | +1.09% | Add |
| 3 | IGIB | Ishares 5-10y Inv Grade CORP | +0.3% | +31.36% | Add |
| 4 | ARM | Arm Holdings Plc-adr | +0.3% | +98.33% | Add |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | +13.99% | Add |
| 6 | DHI | Dr Horton Inc | +0.2% | +24.58% | Add |
| 7 | UNH | Unitedhealth Group Inc | +0.2% | +1.23% | Add |
| 8 | MA | Mastercard Inc - A | +0.2% | +0.15% | Add |
| 9 | GLD | Spdr Gold Shares | +0.1% | +0.82% | Add |
| 10 | BN | Brookfield CORP | +0.1% | +0.27% | Add |
| 11 | LMT | Lockheed Martin CORP | +0.1% | -0.07% | Trim |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +19.98% | Add |
| 13 | BLKCHF | Blackrock Inc | +0.1% | +0.53% | Add |
| 14 | HD | Home Depot Inc | +0.1% | +3.67% | Add |
| 15 | BX | Blackstone Inc | +0.1% | +4.56% | Add |
| 16 | WMT | Walmart Inc | +0.1% | -3.17% | Trim |
| 17 | RTX | Rtx CORP | +0.1% | -0.10% | Trim |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +9.61% | Add |
| 19 | NEE | Nextera Energy Inc | +0.1% | -1.44% | Trim |
| 20 | SHW | Sherwin-williams Co/the | +0.1% | +13.83% | Add |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -2.67% | Trim |
| 22 | NOC | Northrop Grumman CORP | +0.1% | +0.39% | Add |
| 23 | SPGI | S&p Global Inc | +0.1% | +4.30% | Add |
| 24 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +18.89% | Add |
| 25 | ABBV | Abbvie Inc | +0.1% | +0.44% | Add |
| 26 | MDY | State Street Spdr S&p Midcap | 0% | +10.73% | Add |
| 27 | TDG | Transdigm Group Inc | 0% | +6.28% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | -0.76% | Trim |
| 29 | ACN | Accenture plc | 0% | -2.74% | Trim |
| 30 | MCO | Moody's CORP | 0% | -0.19% | Trim |
| 31 | SYK | Stryker CORP | 0% | +1.26% | Add |
| 32 | V | Visa Inc-class A Shares | — | -0.07% | Trim |
| 33 | COST | Costco Wholesale CORP | — | +0.54% | Add |
| 34 | PFF | Ishares Preferred & Income S | — | +0.65% | Add |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.31% | Trim |
| 36 | JPM | Jpmorgan Chase & Co | 0% | +0.33% | Add |
| 37 | ABNB | Airbnb Inc-class A | -0.1% | EXIT | Sold out |
| 38 | NFLX | Netflix Inc | -0.1% | -25.63% | Trim |
| 39 | MRNA | Moderna Inc | -0.1% | EXIT | Sold out |
| 40 | SNOW | Snowflake Inc | -0.1% | EXIT | Sold out |
| 41 | ADBE | Adobe Inc | -0.1% | -5.53% | Trim |
| 42 | CVS | Cvs Health CORP | -0.1% | EXIT | Sold out |
| 43 | MRK | Merck & Co. Inc. | -0.1% | -0.17% | Trim |
| 44 | CRM | Salesforce Inc | -0.1% | EXIT | Sold out |
| 45 | GOOG | Alphabet Inc-cl C | -0.1% | +0.50% | Add |
| 46 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | +8.50% | Add |
| 47 | AMZN | Amazon.com Inc | -0.4% | +1.01% | Add |
| 48 | GOOGL | Alphabet Inc-cl A | -0.5% | +1.73% | Add |
| 49 | MSFT | Microsoft CORP | -0.7% | +0.67% | Add |
| 50 | NVDA | Nvidia CORP | -1.4% | -1.59% | Trim |
According to official SEC Form 13F filings, Blue Fin Capital, Inc. reported a total U.S. public equity portfolio value of $691.8M across 139 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 32.0% of total reported equity market value during Q3 2024.
Top Position Liquidated / Trimmed
CRM
前期市值: $580.3K
During Q3 2024, Blue Fin Capital, Inc.'s top holdings by market value included NVDA (16.3%)、AAPL (9.2%)、MSFT (7.7%). The largest single position, NVDA, represented 16.3% of total portfolio value.
In Q3 2024, Blue Fin Capital, Inc. made 50 total portfolio adjustments, initiating 0 new buys, adding to 30 positions, trimming 15 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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