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CIK: 0001576102
Total reported value
$691.8M
$691.8M
138 檔
29.2%
As reported in its official Q1 2025 Form 13F filing, Blue Fin Capital, Inc.'s tracked investment portfolio stood at $691.8M with 138 total positions.
In Q1 2025, Blue Fin Capital, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 14.05% | -0.15% | -3.94% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.81% | +0.07% | -1.24% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 6.94% | -0.68% | +0.13% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.68% | +0.11% | +0.57% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.66% | -0.61% | -0.44% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.29% | -0.24% | +5.63% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.27% | +1.14% | -0.24% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.94% | +0.05% | -0.32% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.72% | -0.19% | -0.52% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.27% | -0.31% | +0.15% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 2.12% | -0.71% | +0.80% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.77% | -0.11% | +11.45% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.76% | +0.22% | -0.67% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.70% | -0.03% | -0.01% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.69% | +0.26% | +1.81% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.67% | -0.06% | +52.64% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.64% | -0.15% | +2.46% | |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.23% | -0.12% | +6.32% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.09% | -0.23% | +0.53% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-Other | 0.99% | -0.11% | +0.26% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.90% | +0.11% | +2.34% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 0.84% | -0.13% | +2.62% | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.82% | -0.11% | +2.54% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.81% | +0.62% | +4.40% | |
| 25 | SYK | Stryker CORP | Stock-Healthcare | 0.81% | -0.06% | +1.73% | |
| 26 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.80% | -0.01% | -2.84% | |
| 27 | BLK | Blackrock Inc | Stock-Financials | 0.75% | -0.07% | -0.56% | |
| 28 | BN | Brookfield CORP | Stock-Financials | 0.74% | -0.04% | -0.09% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.03% | +3.65% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.66% | -0.10% | +9.43% | |
| 31 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.64% | +0.53% | +0.47% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.63% | +0.03% | -0.37% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.08% | +6.91% | |
| 34 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | +0.03% | +5.32% | |
| 35 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.62% | -0.07% | +1.68% | |
| 36 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.61% | -0.18% | +0.20% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.58% | -0.12% | -0.37% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.03% | -0.92% | |
| 39 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.52% | -0.05% | -3.45% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.50% | -0.05% | +2.35% | |
| 41 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.48% | -0.12% | +214.03% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.47% | -0.03% | +1.27% | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.47% | -0.18% | -2.15% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.46% | -0.07% | +0.13% | |
| 45 | MCO | Moody's CORP | Stock-Financials | 0.45% | -0.02% | +0.99% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.44% | -0.05% | -0.22% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.41% | -0.10% | +8.54% | |
| 48 | AMD | Advanced Micro Devices | Stock-Tech | 0.38% | +1.13% | +3.36% | |
| 49 | TDG | Transdigm Group Inc | Stock-Industrials | 0.38% | +0.01% | +1.45% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.37% | +0.07% | +10.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 8 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 9 | MA | Mastercard Inc - A | — | NEW | New buy |
| 10 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 11 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | New buy |
| 13 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 14 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 15 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 18 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | — | NEW | New buy |
| 19 | WMT | Walmart Inc | — | NEW | New buy |
| 20 | PFF | Ishares Preferred & Income S | — | NEW | New buy |
| 21 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 22 | RTX | Rtx CORP | — | NEW | New buy |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | — | NEW | New buy |
| 24 | CRWD | Crowdstrike Holdings Inc - A | — | NEW | New buy |
| 25 | SYK | Stryker CORP | — | NEW | New buy |
| 26 | IWV | Ishares Russell 3000 ETF | — | NEW | New buy |
| 27 | BLK | Blackrock Inc | — | NEW | New buy |
| 28 | BN | Brookfield CORP | — | NEW | New buy |
| 29 | HD | Home Depot Inc | — | NEW | New buy |
| 30 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 31 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 32 | EEM | Ishares Msci Emerging Market | — | NEW | New buy |
| 33 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 34 | ABBV | Abbvie Inc | — | NEW | New buy |
| 35 | BKLN | Invesco Senior Loan ETF | — | NEW | New buy |
| 36 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 37 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 38 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 39 | JNK | Ss Spdr Bb High Yield Bond | — | NEW | New buy |
| 40 | SPGI | S&p Global Inc | — | NEW | New buy |
| 41 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 42 | BX | Blackstone Inc | — | NEW | New buy |
| 43 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | — | NEW | New buy |
| 45 | MCO | Moody's CORP | — | NEW | New buy |
| 46 | ABT | Abbott Laboratories | — | NEW | New buy |
| 47 | ACN | Accenture plc | — | NEW | New buy |
| 48 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 49 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 50 | ITOT | Ishares Core S&p Total U.s. | — | NEW | New buy |
According to official SEC Form 13F filings, Blue Fin Capital, Inc. reported a total U.S. public equity portfolio value of $691.8M across 138 disclosed positions in Q1 2025.
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 29.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
NVDA
市值: $72.4M
During Q1 2025, Blue Fin Capital, Inc.'s top holdings by market value included NVDA (14.1%)、AAPL (8.8%)、MSFT (6.9%). The largest single position, NVDA, represented 14.1% of total portfolio value.
In Q1 2025, Blue Fin Capital, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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