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CIK: 0001576102
Total reported value
$691.8M
$691.8M
150 檔
34.3%
The Q1 2026 SEC filing reveals that Blue Fin Capital, Inc. held a total portfolio value of $691.8M, covering 150 public equity positions.
Blue Fin Capital, Inc. executed strategic sector rebalancing during Q1 2026, establishing 2 new positions while fully exiting 5 holdings and trimming 68 positions.
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 Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 16.28% | -0.15% | -1.19% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 7.97% | +0.07% | -1.86% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.68% | -0.68% | -0.81% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.82% | +1.14% | -2.08% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.11% | +0.11% | -1.40% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 3.80% | -0.24% | +8.31% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.70% | -0.61% | -1.16% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.85% | -0.71% | -0.49% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.24% | -0.11% | +9.21% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.98% | -0.31% | +0.71% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.88% | +0.05% | -4.81% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 1.87% | +0.33% | +6.15% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.82% | -0.19% | -4.96% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | -0.03% | -0.32% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.52% | +0.22% | -5.20% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.36% | -0.12% | +4.01% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.29% | +0.11% | -0.33% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.26% | -0.06% | +0.49% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.13% | -0.23% | -5.02% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.11% | -0.15% | -0.52% | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.00% | -0.11% | +13.52% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 0.98% | -0.13% | -0.33% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 0.98% | -0.11% | +7.17% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.08% | +0.63% | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.82% | +0.62% | +3.97% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.80% | +0.07% | +17.13% | |
| 27 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.76% | -0.10% | +0.88% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.75% | +1.13% | +0.37% | |
| 29 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.74% | -0.01% | -0.15% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | +0.26% | +0.29% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.70% | -0.18% | +2.37% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.68% | -0.07% | +45.20% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.68% | -0.12% | +2.13% | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.67% | -0.07% | +3.01% | |
| 35 | BN | Brookfield CORP | Stock-Financials | 0.64% | -0.04% | -5.92% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | -0.03% | +4.28% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.59% | +0.03% | +0.90% | |
| 38 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.58% | -0.07% | +4.65% | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 0.55% | -0.06% | -0.19% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.54% | — | +26.84% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.53% | +0.03% | -8.76% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.03% | -7.28% | |
| 43 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.52% | -0.18% | +1.54% | |
| 44 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.51% | +0.53% | -9.91% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | +0.05% | +54.33% | |
| 46 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.43% | -0.05% | -1.05% | |
| 47 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.43% | +0.03% | +13.51% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.42% | -0.04% | -1.42% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.40% | -0.03% | +5.96% | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.40% | -0.05% | +7.53% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IGSB | Ishares 1-5y Inv Grade CORP | +0.5% | +8.31% | Add |
| 2 | COST | Costco Wholesale CORP | +0.4% | +0.71% | Add |
| 3 | GLD | Spdr Gold Shares | +0.4% | -0.49% | Trim |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | +0.3% | +9.21% | Add |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +45.20% | Add |
| 6 | IEMG | Ishares Core Msci Emerging | +0.2% | +54.33% | Add |
| 7 | SMH | Vaneck Semiconductor ETF | +0.2% | +440.89% | Add |
| 8 | LMT | Lockheed Martin CORP | +0.2% | +2.37% | Add |
| 9 | JNJ | Johnson & Johnson | +0.2% | +0.63% | Add |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | +0.2% | +13.52% | Add |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +26.84% | Add |
| 12 | NEE | Nextera Energy Inc | +0.1% | +2.13% | Add |
| 13 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +17.13% | Add |
| 14 | ARM | Arm Holdings Plc-adr | +0.1% | -9.91% | Trim |
| 15 | WMT | Walmart Inc | +0.1% | -5.02% | Trim |
| 16 | NOC | Northrop Grumman CORP | +0.1% | +1.54% | Add |
| 17 | PFF | Ishares Preferred & Income S | +0.1% | +7.17% | Add |
| 18 | RTX | Rtx CORP | +0.1% | -0.33% | Trim |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +4.01% | Add |
| 20 | CVX | Chevron CORP | +0.1% | +10.20% | Add |
| 21 | MDY | State Street Spdr S&p Midcap | +0.1% | +13.51% | Add |
| 22 | TJX | Tjx Companies Inc | +0.1% | +0.88% | Add |
| 23 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +15.89% | Add |
| 24 | MRK | Merck & Co. Inc. | +0.1% | -7.28% | Trim |
| 25 | XOM | Exxon Mobil CORP | +0.1% | -0.14% | Trim |
| 26 | ASML | ASML Holding N.V. | +0.1% | +22.27% | Add |
| 27 | MU | Micron Technology Inc | 0% | +2.05% | Add |
| 28 | MPC | Marathon Petroleum CORP | 0% | -0.41% | Trim |
| 29 | AMGN | Amgen Inc | 0% | -1.42% | Trim |
| 30 | FLOT | Ishares Floating Rate Bond E | 0% | +7.34% | Add |
| 31 | PEP | Pepsico Inc | 0% | -0.25% | Trim |
| 32 | BKLN | Invesco Senior Loan ETF | 0% | +4.65% | Add |
| 33 | ENB | Enbridge Inc | 0% | +5.45% | Add |
| 34 | SO | Southern Co/the | 0% | -0.17% | Trim |
| 35 | CL | Colgate-palmolive Co | 0% | +4.61% | Add |
| 36 | HD | Home Depot Inc | 0% | +4.28% | Add |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.49% | Add |
| 38 | LOW | Lowe's Cos Inc | 0% | +24.58% | Add |
| 39 | XLB | Ss Materials Select Sector | 0% | +22.84% | Add |
| 40 | TIP | Ishares Tips Bond ETF | 0% | +3.92% | Add |
| 41 | JNK | Ss Spdr Bb High Yield Bond | 0% | -1.05% | Trim |
| 42 | XLC | Ss Comm Select Sector Spdr | 0% | +14.65% | Add |
| 43 | SDY | Ss Spdr S&p Dividend ETF | 0% | -0.23% | Trim |
| 44 | PG | Procter & Gamble Co/the | 0% | +2.33% | Add |
| 45 | SHW | Sherwin-williams Co/the | 0% | +4.33% | Add |
| 46 | VGT | Vanguard Info Tech ETF | 0% | +11.02% | Add |
| 47 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 48 | DHI | Dr Horton Inc | 0% | +3.63% | Add |
| 49 | IBB | Ishares Biotechnology ETF | 0% | +0.96% | Add |
| 50 | KO | Coca-cola Co/the | 0% | -7.78% | 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 150 disclosed positions in Q1 2026.
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.
Top New Position Initiated
WM
市值: $339.6K
Top Position Liquidated / Trimmed
IGV
前期市值: $1.5M
During Q1 2026, Blue Fin Capital, Inc.'s top holdings by market value included NVDA (16.3%)、AAPL (8.0%)、MSFT (5.7%). The largest single position, NVDA, represented 16.3% of total portfolio value.
In Q1 2026, Blue Fin Capital, Inc. made 135 total portfolio adjustments, initiating 2 new buys, adding to 60 positions, trimming 68 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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