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CIK: 0001576102
Total reported value
$691.8M
$691.8M
137 檔
34.3%
According to the latest 13F quarterly dataset, Blue Fin Capital, Inc. managed an equity portfolio of $691.8M at the end of Q4 2024, spanning 137 distinct U.S. exchange-listed positions.
Blue Fin Capital, Inc. executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 7 holdings and trimming 19 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 17.21% | -0.15% | -1.32% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.55% | +0.07% | -0.57% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.39% | -0.68% | +1.01% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.10% | +0.11% | +0.02% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.52% | -0.61% | +2.52% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.81% | +1.14% | -0.54% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.92% | -0.24% | +7.00% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.53% | +0.05% | +0.20% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.49% | -0.19% | +0.58% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.09% | -0.31% | +0.43% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.68% | -0.71% | +0.38% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | -0.03% | +0.76% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.58% | +0.22% | +0.15% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.52% | +0.26% | -0.45% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.48% | -0.11% | +11.78% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.29% | -0.15% | -0.93% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.10% | -0.12% | +18.42% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | -0.06% | -0.05% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.06% | -0.23% | -0.63% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | +0.11% | -1.71% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-Other | 0.96% | -0.11% | +0.38% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.82% | -0.01% | -0.10% | |
| 23 | BLK | Blackrock Inc | Stock-Financials | 0.78% | -0.07% | — | |
| 24 | BN | Brookfield CORP | Stock-Financials | 0.77% | -0.04% | -1.00% | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.75% | -0.11% | +6.08% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.73% | -0.06% | +1.39% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.72% | -0.03% | +8.61% | |
| 28 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.72% | +0.62% | +5.22% | |
| 29 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.70% | +0.53% | +5.51% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.68% | -0.13% | -0.07% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.63% | -0.18% | -0.70% | |
| 32 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.59% | -0.07% | -5.88% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.58% | +0.03% | -3.41% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.57% | -0.10% | +1.24% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.56% | -0.03% | -0.00% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | -0.12% | +0.90% | |
| 37 | BX | Blackstone Inc | Stock-Financials | 0.55% | -0.03% | +0.16% | |
| 38 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.51% | -0.05% | -16.04% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.08% | -4.25% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | +0.03% | -0.11% | |
| 41 | SPGI | S&p Global Inc | Stock-Financials | 0.46% | -0.05% | +6.67% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.43% | -0.07% | -1.58% | |
| 43 | MCO | Moody's CORP | Stock-Financials | 0.43% | -0.02% | +2.13% | |
| 44 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.42% | -0.18% | -1.57% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.41% | +1.13% | -11.33% | |
| 46 | ACN | Accenture plc | Stock-Tech | 0.40% | -0.10% | -1.54% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.39% | — | -6.29% | |
| 48 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.38% | +0.02% | +1.12% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.37% | +0.03% | +1.42% | |
| 50 | ABT | Abbott Laboratories | Stock-Healthcare | 0.36% | -0.05% | -2.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.9% | -1.32% | Trim |
| 2 | BLK | Blackrock Inc | +0.8% | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | +0.6% | +0.02% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.54% | Trim |
| 5 | AAPL | Apple Inc | +0.3% | -0.57% | Trim |
| 6 | V | Visa Inc-class A Shares | +0.3% | +0.20% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +0.76% | Add |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +5.22% | Add |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +18.42% | Add |
| 10 | MA | Mastercard Inc - A | +0.1% | +0.58% | Add |
| 11 | GWW | Ww Grainger Inc | +0.1% | NEW | New buy |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +2.52% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -1.71% | Trim |
| 14 | WMT | Walmart Inc | +0.1% | -0.63% | Trim |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +11.78% | Add |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +7.00% | Add |
| 17 | BX | Blackstone Inc | +0.1% | +0.16% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | +22.81% | Add |
| 19 | GBTC | Grayscale Bitcoin Trust ETF | 0% | NEW | New buy |
| 20 | PLTR | Palantir Technologies Inc-a | 0% | NEW | New buy |
| 21 | SMH | Vaneck Semiconductor ETF | 0% | NEW | New buy |
| 22 | BN | Brookfield CORP | 0% | -1.00% | Trim |
| 23 | NFLX | Netflix Inc | 0% | -2.14% | Trim |
| 24 | COST | Costco Wholesale CORP | 0% | +0.43% | Add |
| 25 | AEP | American Electric Power | 0% | EXIT | Sold out |
| 26 | WSO | Watsco Inc | 0% | EXIT | Sold out |
| 27 | KO | Coca-cola Co/the | 0% | +0.13% | Add |
| 28 | ARE | Alexandria Real Estate Equit | -0.1% | EXIT | Sold out |
| 29 | BKLN | Invesco Senior Loan ETF | -0.1% | -5.88% | Trim |
| 30 | DIS | Walt Disney Co/the | -0.1% | EXIT | Sold out |
| 31 | DE | Deere & Co | -0.1% | EXIT | Sold out |
| 32 | NOC | Northrop Grumman CORP | -0.1% | -1.57% | Trim |
| 33 | ABBV | Abbvie Inc | -0.1% | -0.11% | Trim |
| 34 | MU | Micron Technology Inc | -0.1% | EXIT | Sold out |
| 35 | PFF | Ishares Preferred & Income S | -0.1% | +0.38% | Add |
| 36 | CVX | Chevron CORP | -0.1% | -37.77% | Trim |
| 37 | ARM | Arm Holdings Plc-adr | -0.1% | +5.51% | Add |
| 38 | JNJ | Johnson & Johnson | -0.1% | -4.25% | Trim |
| 39 | MRK | Merck & Co. Inc. | -0.1% | -0.00% | Trim |
| 40 | EEM | Ishares Msci Emerging Market | -0.1% | -3.41% | Trim |
| 41 | ADBE | Adobe Inc | -0.1% | -6.29% | Trim |
| 42 | NEE | Nextera Energy Inc | -0.1% | +0.90% | Add |
| 43 | JNK | Ss Spdr Bb High Yield Bond | -0.1% | -16.04% | Trim |
| 44 | DHI | Dr Horton Inc | -0.2% | +1.12% | Add |
| 45 | LMT | Lockheed Martin CORP | -0.2% | -0.70% | Trim |
| 46 | AMD | Advanced Micro Devices | -0.2% | -11.33% | Trim |
| 47 | LLY | Eli Lilly & Co | -0.3% | +0.15% | Add |
| 48 | UNH | Unitedhealth Group Inc | -0.3% | -0.45% | Trim |
| 49 | MSFT | Microsoft CORP | -0.3% | +1.01% | Add |
| 50 | BLKCHF | Blackrock Inc | -0.8% | EXIT | Sold out |
According to official SEC Form 13F filings, Blue Fin Capital, Inc. reported a total U.S. public equity portfolio value of $691.8M across 137 disclosed positions in Q4 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 34.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $4.2M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $3.9M
During Q4 2024, Blue Fin Capital, Inc.'s top holdings by market value included NVDA (17.2%)、AAPL (9.6%)、MSFT (7.4%). The largest single position, NVDA, represented 17.2% of total portfolio value.
In Q4 2024, Blue Fin Capital, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 19 holdings, and fully liquidating 7 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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Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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