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CIK: 0001576102
Total reported value
$691.8M
$691.8M
144 檔
37.0%
During the Q2 2025 filing period, Blue Fin Capital, Inc. (CIK: 0001576102) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $691.8M across 144 reported positions.
In Q2 2025, Blue Fin Capital, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 18.02% | -0.15% | +0.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.29% | -0.68% | +2.81% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 7.09% | +0.07% | -0.78% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.32% | -0.61% | +1.58% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.80% | +0.11% | +1.38% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.25% | +1.14% | -0.53% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.03% | -0.24% | +3.99% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 2.60% | +0.05% | -0.58% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.43% | -0.19% | -0.62% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.10% | -0.31% | +0.60% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.99% | -0.71% | +1.14% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | -0.03% | +1.27% | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.65% | -0.11% | +4.56% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.47% | +0.22% | +0.30% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.31% | -0.06% | -19.06% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.30% | -0.15% | -0.62% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.15% | -0.12% | +4.12% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.06% | +0.62% | +2.65% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.05% | -0.23% | -1.32% | |
| 20 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.91% | +0.53% | +6.03% | |
| 21 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.89% | +0.26% | +0.64% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-Other | 0.87% | -0.11% | +0.24% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | +0.11% | -5.11% | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.81% | -0.13% | -0.38% | |
| 25 | BN | Brookfield CORP | Stock-Financials | 0.77% | -0.04% | +0.02% | |
| 26 | SYK | Stryker CORP | Stock-Healthcare | 0.76% | -0.06% | +0.98% | |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.76% | -0.11% | +3.61% | |
| 28 | BLK | Blackrock Inc | Stock-Financials | 0.74% | -0.07% | +0.73% | |
| 29 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.73% | -0.01% | -5.08% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.65% | -0.03% | +0.09% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.60% | -0.10% | +1.35% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.33% | +202.54% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.56% | +0.03% | -9.02% | |
| 34 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.56% | -0.18% | -0.14% | |
| 35 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.55% | -0.07% | +0.54% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.54% | -0.08% | +5.80% | |
| 37 | AMD | Advanced Micro Devices | Stock-Tech | 0.53% | +1.13% | +14.91% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.03% | +6.56% | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.51% | -0.03% | +15.95% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.51% | -0.12% | +2.18% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.50% | +0.07% | +38.94% | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.49% | -0.12% | +6.62% | |
| 43 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.46% | -0.05% | -1.90% | |
| 44 | SPGI | S&p Global Inc | Stock-Financials | 0.46% | -0.05% | +0.31% | |
| 45 | MCO | Moody's CORP | Stock-Financials | 0.43% | -0.02% | +1.62% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.05% | +8.94% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.42% | -0.07% | +3.35% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | -0.03% | -1.74% | |
| 49 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.39% | -0.18% | -2.20% | |
| 50 | TDG | Transdigm Group Inc | Stock-Industrials | 0.37% | +0.01% | +3.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +4% | +0.26% | Add |
| 2 | MSFT | Microsoft CORP | +1.4% | +2.81% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.7% | +1.58% | Add |
| 4 | AVGO | Broadcom Inc | +0.5% | +202.54% | Add |
| 5 | ARM | Arm Holdings Plc-adr | +0.3% | +6.03% | Add |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +2.65% | Add |
| 7 | AMD | Advanced Micro Devices | +0.2% | +14.91% | Add |
| 8 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +38.94% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | +1.38% | Add |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +1.27% | Add |
| 11 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 12 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 13 | MPC | Marathon Petroleum CORP | +0.1% | NEW | New buy |
| 14 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 15 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 16 | BX | Blackstone Inc | 0% | +15.95% | Add |
| 17 | DE | Deere & Co | 0% | +103.00% | Add |
| 18 | WFC | Wells Fargo & Co | 0% | NEW | New buy |
| 19 | APO | Apollo Global Management Inc | 0% | NEW | New buy |
| 20 | BN | Brookfield CORP | 0% | +0.02% | Add |
| 21 | CSCO | Cisco Systems Inc | 0% | +21.89% | Add |
| 22 | VGT | Vanguard Info Tech ETF | 0% | +8.71% | Add |
| 23 | ISRG | Intuitive Surgical Inc | 0% | +6.62% | Add |
| 24 | BAC | Bank Of America CORP | — | -1.40% | Trim |
| 25 | BLK | Blackrock Inc | 0% | +0.73% | Add |
| 26 | ABT | Abbott Laboratories | 0% | +8.94% | Add |
| 27 | TDG | Transdigm Group Inc | 0% | +3.00% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | -0.53% | Trim |
| 29 | MCO | Moody's CORP | 0% | +1.62% | Add |
| 30 | RTX | Rtx CORP | 0% | -0.38% | Trim |
| 31 | WMT | Walmart Inc | 0% | -1.32% | Trim |
| 32 | GOOG | Alphabet Inc-cl C | 0% | -5.11% | Trim |
| 33 | XLV | Ss Health Care Select Sector | 0% | EXIT | Sold out |
| 34 | SYK | Stryker CORP | -0.1% | +0.98% | Add |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | +4.12% | Add |
| 36 | SRLN | Ss Blackstone Sr Loan ETF | -0.1% | EXIT | Sold out |
| 37 | AGG | Ishares Core U.s. Aggregate | -0.1% | -26.18% | Trim |
| 38 | AB | Alliancebernstein Holding LP | -0.1% | -33.99% | Trim |
| 39 | IGIB | Ishares 5-10y Inv Grade CORP | -0.1% | +4.56% | Add |
| 40 | GLD | Spdr Gold Shares | -0.1% | +1.14% | Add |
| 41 | MRK | Merck & Co. Inc. | -0.1% | -1.74% | Trim |
| 42 | COST | Costco Wholesale CORP | -0.2% | +0.60% | Add |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | -0.3% | +3.99% | Add |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.3% | -77.27% | Trim |
| 45 | LLY | Eli Lilly & Co | -0.3% | +0.30% | Add |
| 46 | MA | Mastercard Inc - A | -0.3% | -0.62% | Trim |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -0.62% | Trim |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.4% | -19.06% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -0.8% | +0.64% | Add |
| 50 | AAPL | Apple Inc | -1.7% | -0.78% | 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 144 disclosed positions in Q2 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, MSFT, AAPL) accounted for 37.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
MU
市值: $437.0K
Top Position Liquidated / Trimmed
SRLN
前期市值: $386.8K
During Q2 2025, Blue Fin Capital, Inc.'s top holdings by market value included NVDA (18.0%)、MSFT (8.3%)、AAPL (7.1%). The largest single position, NVDA, represented 18.0% of total portfolio value.
In Q2 2025, Blue Fin Capital, Inc. made 49 total portfolio adjustments, initiating 6 new buys, adding to 28 positions, trimming 13 holdings, and fully liquidating 2 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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