Blue Fin Capital, Inc.

Diversified strategyMomentum followerSector-focused

Total reported value

$609.6M

Reporting period: 2026-03-31 · Number of holdings: 150

Blue Fin Capital, Inc. disclosed 150 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $609.6M and a quarterly turnover rate of 12.4%.

Personality snowflake

Concentration: 19.4
Portfolio Stability: 12.41
Momentum/Contrarian: 100
Sector conviction: 86.94
Diversification: 100
Sizing Uniformity: 74.87

Recent moves

Trim MSFT
-0.8%　-$11.0M
Add IGSB
+8.3%　$1.6M
Trim META
-1.2%　-$3.8M
Trim NVDA
-1.2%　-$8.2M
Add COST
+0.7%　$1.7M
Add GLD
-0.5%　$1.3M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	NVDA	Nvidia CORP	Stock-Tech	16.28%	-0.38%	-1.19%
2	AAPL	Apple INC	Stock-Tech	7.97%	-0.26%	-1.86%
3	MSFT	Microsoft CORP	Stock-Tech	5.68%	-1.39%	-0.81%
4	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	4.82%	-0.25%	-2.08%
5	AMZN	Amazon.com INC	Stock-Consumer Disc	4.11%	-0.25%	-1.40%
6	IGSB	Ishares 1-5y Inv Grade CORP	ETF-Other	3.80%	+0.47%	+8.31%
7	META	Meta Platforms Inc-class A	Stock-Comm Services	3.70%	-0.39%	-1.16%
8	GLD	Spdr Gold Shares	ETF-Commodities	2.85%	+0.35%	-0.49%
9	IGIB	Ishares 5-10y Inv Grade CORP	ETF-Corp Bonds	2.24%	+0.28%	+9.21%
10	COST	Costco Wholesale CORP	Stock-Consumer Staples	1.98%	+0.37%	+0.71%
11	V	Visa Inc-class A Shares	Stock-Financials	1.88%	-0.29%	-4.81%
12	AVGO	Broadcom INC	Stock-Tech	1.87%	+0.01%	+6.15%
13	MA	Mastercard INC - A	Stock-Financials	1.82%	-0.25%	-4.96%
14	JPM	Jpmorgan Chase & Co	Stock-Financials	1.71%	-0.07%	-0.32%
15	LLY	Eli Lilly & Co	Stock-Healthcare	1.52%	-0.25%	-5.20%
16	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	1.36%	—	+4.01%
17	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.29%	-0.05%	-0.33%
18	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.26%	+0.02%	+0.49%
19	WMT	Walmart INC	Stock-Consumer Staples	1.13%	+0.12%	-5.02%
20	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.11%	+0.01%	-0.52%
21	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	1.00%	+0.16%	+13.52%
22	RTX	Rtx CORP	Stock-Industrials	0.98%	—	-0.33%
23	PFF	Ishares Preferred & Income S	ETF-Other	0.98%	—	+7.17%
24	JNJ	Johnson & Johnson	Stock-Healthcare	0.84%	+0.17%	+0.63%
25	CRWD	Crowdstrike Holdings INC - A	Stock-Tech	0.82%	-0.07%	+3.97%
26	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.80%	+0.13%	+17.13%
27	TJX	Tjx Companies INC	Stock-Consumer Disc	0.76%	—	+0.88%
28	AMD	Advanced Micro Devices	Stock-Tech	0.75%	—	+0.37%
29	IWV	Ishares Russell 3000 ETF	ETF-Other	0.74%	—	-0.15%
30	UNH	Unitedhealth Group INC	Stock-Healthcare	0.72%	-0.11%	+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%	+0.24%	+45.20%
33	NEE	Nextera Energy INC	Stock-Utilities	0.68%	+0.14%	+2.13%
34	BLK	Blackrock INC	Stock-Financials	0.67%	-0.02%	+3.01%
35	BN	Brookfield CORP	Stock-Financials	0.64%	-0.09%	-5.92%
36	HD	Home Depot INC	Stock-Consumer Disc	0.61%	—	+4.28%
37	ABBV	Abbvie INC	Stock-Healthcare	0.59%	—	+0.90%
38	BKLN	Invesco Senior Loan ETF	ETF-Other	0.58%	—	+4.65%
39	SYK	Stryker CORP	Stock-Healthcare	0.55%	—	-0.19%
40	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.54%	+0.15%	+26.84%
41	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.53%	—	-8.76%
42	MRK	Merck & Co. INC.	Stock-Healthcare	0.53%	—	-7.28%
43	NOC	Northrop Grumman CORP	Stock-Industrials	0.52%	+0.11%	+1.54%
44	ARM	Arm Holdings Plc-adr	Stock-Tech	0.51%	+0.12%	-9.91%
45	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	0.48%	+0.20%	+54.33%
46	JNK	Ss Spdr Bb High Yield Bond	ETF-High Yield	0.43%	—	-1.05%
47	MDY	State Street Spdr S&p Midcap	ETF-Other	0.43%	+0.08%	+13.51%
48	AMGN	Amgen INC	Stock-Healthcare	0.42%	—	-1.42%
49	BX	Blackstone INC	Stock-Financials	0.40%	-0.08%	+5.96%
50	SPGI	S&p Global INC	Stock-Financials	0.40%	-0.03%	+7.53%

1–50 of 150

Portfolio Performance

Performance for Q3 2026

+2.9%

Performance Last 4 Quarters

+18.6%

Based on 86% of reported portfolio value with available pricing

Stdev: +13.3%
Beta: +0.97
Alpha: +1.9%
Max Drawdown: -8.6%
Annualized Perf: +20.6%
Batting Avg vs S&P: +61.1%
Sortino: +3.08
Stutzer: +0.44
Treynor: +0.2
Sterling: +1.21
Calmar: +2.4
Information Ratio: +0.29
Tracking Error: +4.3%
Stdev Down: +6.4%
Winning Months %: +66.7%
Losing Months %: +33.3%
Best 12 Months: +39.2%
Worst 12 Months: +11.3%
Efficiency Ratio: +0.62
Sharpe: +1.48
Stdev Sectors: +14.1%
Skewness: +0.08
Kurtosis: +0.05
Upside Potential: +4.72

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	150	$609.6M	12	1NVDA 2AAPL 3MSFT Top holdings2026-03-31 1.NVDA 2.AAPL 3.MSFT 4.GOOGL 5.AMZN 6.IGSB 7.META 8.GLD 9.IGIB 10.COST
2025-12-31	153	$644.9M	11	1NVDA 2AAPL 3MSFT Top holdings2025-12-31 1.NVDA 2.AAPL 3.MSFT 4.GOOGL 5.AMZN 6.META 7.IGSB 8.GLD 9.V 10.MA
2025-09-30	147	$636.1M	24	1NVDA 2AAPL 3MSFT Top holdings2025-09-30 1.NVDA 2.AAPL 3.MSFT 4.META 5.AMZN 6.GOOGL 7.IGSB 8.V 9.MA 10.GLD
2025-06-30	144	$587.3M	0	1NVDA 2MSFT 3AAPL Top holdings2025-06-30 1.NVDA 2.MSFT 3.AAPL 4.META 5.AMZN 6.GOOGL 7.IGSB 8.V 9.MA 10.COST
2025-03-31	138	$515.5M	100	1NVDA 2AAPL 3MSFT Top holdings2025-03-31 1.NVDA 2.AAPL 3.MSFT 4.AMZN 5.META 6.IGSB 7.GOOGL 8.V 9.MA 10.COST
2024-12-31	137	$542.6M	0	1NVDA 2AAPL 3MSFT Top holdings2024-12-31 1.NVDA 2.AAPL 3.MSFT 4.AMZN 5.META 6.GOOGL 7.IGSB 8.V 9.MA 10.COST
2024-09-30	139	$526.3M	0	1NVDA 2AAPL 3MSFT Top holdings2024-09-30 1.NVDA 2.AAPL 3.MSFT 4.AMZN 5.META 6.GOOGL 7.IGSB 8.MA 9.V 10.COST
2024-06-30	143	$500.8M	0	1NVDA 2AAPL 3MSFT Top holdings2024-06-30 1.NVDA 2.AAPL 3.MSFT 4.AMZN 5.META 6.GOOGL 7.IGSB 8.V 9.MA 10.COST
2024-03-31	139	$448.5M	0	1NVDA 2MSFT 3AAPL Top holdings2024-03-31 1.NVDA 2.MSFT 3.AAPL 4.AMZN 5.META 6.GOOGL 7.MA 8.V 9.IGSB 10.COST
2023-12-31	139	$389.6M	0	1AAPL 2NVDA 3MSFT Top holdings2023-12-31 1.AAPL 2.NVDA 3.MSFT 4.AMZN 5.GOOGL 6.META 7.V 8.MA 9.IGSB 10.UNH
2023-09-30	128	$342.5M	0	1AAPL 2NVDA 3MSFT Top holdings2023-09-30 1.AAPL 2.NVDA 3.MSFT 4.AMZN 5.GOOGL 6.META 7.MA 8.V 9.IGSB 10.UNH
2023-06-30	131	$350.1M	0	1AAPL 2NVDA 3MSFT Top holdings2023-06-30 1.AAPL 2.NVDA 3.MSFT 4.AMZN 5.GOOGL 6.META 7.MA 8.V 9.IGSB 10.UNH
2023-03-31	129	$309.5M	0	1AAPL 2MSFT 3NVDA Top holdings2023-03-31 1.AAPL 2.MSFT 3.NVDA 4.AMZN 5.GOOGL 6.MA 7.V 8.META 9.IGSB 10.GLD
2022-12-31	128	$273.0M	0	1AAPL 2MSFT 3NVDA Top holdings2022-12-31 1.AAPL 2.MSFT 3.NVDA 4.AMZN 5.GOOGL 6.MA 7.V 8.UNH 9.GLD 10.IGSB
2022-09-30	124	$264.7M	0	1AAPL 2MSFT 3AMZN Top holdings2022-09-30 1.AAPL 2.MSFT 3.AMZN 4.GOOGL 5.NVDA 6.V 7.MA 8.UNH 9.GLD 10.HYG
2022-06-30	132	$282.4M	0	1AAPL 2MSFT 3AMZN Top holdings2022-06-30 1.AAPL 2.MSFT 3.AMZN 4.NVDA 5.GOOGL 6.V 7.MA 8.UNH 9.GLD 10.HYG
2022-03-31	133	$345.0M	0	1AAPL 2MSFT 3NVDA Top holdings2022-03-31 1.AAPL 2.MSFT 3.NVDA 4.AMZN 5.GOOGL 6.V 7.MA 8.META 9.UNH 10.GLD
2021-12-31	132	$361.1M	0	1AAPL 2MSFT 3NVDA Top holdings2021-12-31 1.AAPL 2.MSFT 3.NVDA 4.AMZN 5.GOOGL 6.META 7.MA 8.V 9.UNH 10.HYG
2021-09-30	127	$327.6M	0	1AAPL 2MSFT 3AMZN Top holdings2021-09-30 1.AAPL 2.MSFT 3.AMZN 4.NVDA 5.GOOGL 6.META 7.V 8.MA 9.PYPL 10.HYG
2021-06-30	125	$324.6M	95	1AAPL 2MSFT 3AMZN Top holdings2021-06-30 1.AAPL 2.MSFT 3.AMZN 4.NVDA 5.GOOGL 6.META 7.V 8.MA 9.PYPL 10.HYG
2021-03-31	120	$291.8M	9	1AAPL 2MSFT 3AMZN Top holdings2021-03-31 1.AAPL 2.MSFT 3.AMZN 4.META 5.GOOGL 6.NVDA 7.MA 8.V 9.PYPL 10.HYG
2020-12-31	113	$279.4M	15	1AAPL 2AMZN 3MSFT Top holdings2020-12-31 1.AAPL 2.AMZN 3.MSFT 4.META 5.MA 6.NVDA 7.GOOGL 8.V 9.PYPL 10.HYG
2020-09-30	113	$247.2M	13	1AAPL 2AMZN 3MSFT Top holdings2020-09-30 1.AAPL 2.AMZN 3.MSFT 4.META 5.NVDA 6.MA 7.V 8.GOOGL 9.HYG 10.GLD
2020-06-30	118	$225.9M	29	1AAPL 2MSFT 3AMZN Top holdings2020-06-30 1.AAPL 2.MSFT 3.AMZN 4.META 5.V 6.MA 7.GOOGL 8.NVDA 9.HYG 10.PFF
2020-03-31	114	$181.2M	23	1AAPL 2MSFT 3AMZN Top holdings2020-03-31 1.AAPL 2.MSFT 3.AMZN 4.V 5.MA 6.GOOGL 7.META 8.HYG 9.PFF 10.NVDA
2019-12-31	128	$212.2M	14	1AAPL 2MSFT 3AMZN Top holdings2019-12-31 1.AAPL 2.MSFT 3.AMZN 4.MA 5.V 6.META 7.HYG 8.GOOGL 9.PFF 10.BRK-B
2019-09-30	122	$191.0M	9	1AAPL 2MSFT 3AMZN Top holdings2019-09-30 1.AAPL 2.MSFT 3.AMZN 4.HYG 5.MA 6.V 7.PFF 8.META 9.GOOGL 10.EEM
2019-06-30	125	$194.1M	12	1AAPL 2AMZN 3MSFT Top holdings2019-06-30 1.AAPL 2.AMZN 3.MSFT 4.HYG 5.MA 6.V 7.META 8.PFF 9.GOOGL 10.EEM
2019-03-31	126	$190.5M	16	1AAPL 2AMZN 3MSFT Top holdings2019-03-31 1.AAPL 2.AMZN 3.MSFT 4.HYG 5.MA 6.V 7.GOOGL 8.META 9.PFF 10.EEM
2018-12-31	125	$167.4M	28	1AAPL 2AMZN 3MSFT Top holdings2018-12-31 1.AAPL 2.AMZN 3.MSFT 4.HYG 5.V 6.GOOGL 7.MA 8.PFF 9.EEM 10.META
2018-09-30	121	$201.9M	12	1AAPL 2AMZN 3MSFT Top holdings2018-09-30 1.AAPL 2.AMZN 3.MSFT 4.HYG 5.PFF 6.EEM 7.MA 8.V 9.GOOGL 10.META
2018-06-30	124	$187.2M	15	1AAPL 2AMZN 3PFF Top holdings2018-06-30 1.AAPL 2.AMZN 3.PFF 4.HYG 5.MSFT 6.META 7.EEM 8.GOOGL 9.EFA 10.MA
2018-03-31	125	$177.1M	12	1AAPL 2PFF 3AMZN Top holdings2018-03-31 1.AAPL 2.PFF 3.AMZN 4.HYG 5.EEM 6.MSFT 7.EFA 8.META 9.GOOGL 10.MA
2017-12-31	129	$171.6M	12	1AAPL 2PFF 3HYG Top holdings2017-12-31 1.AAPL 2.PFF 3.HYG 4.EEM 5.AMZN 6.MSFT 7.META 8.EFA 9.GOOGL 10.GLD
2017-09-30	128	$163.1M	11	1AAPL 2HYG 3PFF Top holdings2017-09-30 1.AAPL 2.HYG 3.PFF 4.EEM 5.META 6.MSFT 7.AMZN 8.EFA 9.GOOGL 10.GLD
2017-06-30	129	$155.4M	13	1AAPL 2HYG 3PFF Top holdings2017-06-30 1.AAPL 2.HYG 3.PFF 4.EEM 5.AMZN 6.MSFT 7.META 8.GLD 9.GOOGL 10.EFA
2017-03-31	134	$163.2M	10	1AAPL 2HYG 3PFF Top holdings2017-03-31 1.AAPL 2.HYG 3.PFF 4.MTB 5.EEM 6.MSFT 7.AMZN 8.GLD 9.META 10.BRK-B
2016-12-31	129	$151.3M	24	1AAPL 2HYG 3PFF Top holdings2016-12-31 1.AAPL 2.HYG 3.PFF 4.MTB 5.MSFT 6.EEM 7.BRK-B 8.GLD 9.META 10.AMZN
2016-09-30	118	$123.4M	10	1AAPL 2HYG 3PFF Top holdings2016-09-30 1.AAPL 2.HYG 3.PFF 4.GLD 5.EEM 6.MSFT 7.META 8.AMZN 9.V 10.BRK-B
2016-06-30	117	$120.6M	11	1AAPL 2HYG 3PFF Top holdings2016-06-30 1.AAPL 2.HYG 3.PFF 4.GLD 5.EEM 6.MSFT 7.XOM 8.BRK-B 9.META 10.JNJ
2016-03-31	114	$117.4M	14	1AAPL 2HYG 3PFF Top holdings2016-03-31 1.AAPL 2.HYG 3.PFF 4.GLD 5.EEM 6.MSFT 7.BRK-B 8.CVS 9.XOM 10.EFA
2015-12-31	122	$129.8M	15	1AAPL 2HYG 3PFF Top holdings2015-12-31 1.AAPL 2.HYG 3.PFF 4.EEM 5.MSFT 6.GLD 7.EFA 8.CVS 9.V 10.BRK-B
2015-09-30	125	$128.5M	13	1AAPL 2HYG 3PFF Top holdings2015-09-30 1.AAPL 2.HYG 3.PFF 4.EEM 5.GLD 6.EFA 7.MSFT 8.CVS 9.BRK-B 10.XOM
2015-06-30	135	$139.0M	8	1AAPL 2HYG 3PFF Top holdings2015-06-30 1.AAPL 2.HYG 3.PFF 4.EEM 5.GLD 6.EFA 7.CVS 8.MSFT 9.BRK-B 10.XOM
2015-03-31	135	$138.5M	11	1AAPL 2HYG 3PFF Top holdings2015-03-31 1.AAPL 2.HYG 3.PFF 4.EEM 5.GLD 6.EFA 7.BRK-B 8.CVS 9.XOM 10.MSFT
2014-12-31	131	$132.7M	13	1AAPL 2HYG 3EEM Top holdings2014-12-31 1.AAPL 2.HYG 3.EEM 4.PFF 5.GLD 6.BRK-B 7.MSFT 8.XOM 9.EFA 10.IWV
2014-09-30	125	$126.1M	10	1AAPL 2HYG 3EEM Top holdings2014-09-30 1.AAPL 2.HYG 3.EEM 4.GLD 5.PFF 6.EFA 7.MSFT 8.BRK-B 9.XOM 10.EMB
2014-06-30	130	$124.8M	13	1AAPL 2HYG 3EEM Top holdings2014-06-30 1.AAPL 2.HYG 3.EEM 4.GLD 5.EFA 6.PFF 7.XOM 8.MSFT 9.BRK-B 10.IWV
2014-03-31	119	$113.5M	66	1AAPL 2HYG 3EEM Top holdings2014-03-31 1.AAPL 2.HYG 3.EEM 4.GLD 5.XOM 6.EFA 7.PFF 8.BRK-B 9.IWV 10.MSFT
2013-12-31	116	$112.2M	0	1AAPL 2HYG 3EEM Top holdings2013-12-31 1.AAPL 2.HYG 3.EEM 4.78463v 5.30231g 6.EFA 7.BRK-B 8.IWV 9.PFF 10.EMB

Holding changes this quarter

Blue Fin Capital, Inc.'s most significant position changes for 2026-03-31: Sold out: Ishares Expanded Tech-softwa (IGV); New buy: Waste Management INC (WM); Trim: Microsoft CORP (MSFT) — shares -0.81%; Add: Ishares 1-5y Inv Grade CORP (IGSB) — shares +8.31%; Trim: Meta Platforms Inc-class A (META) — shares -1.16%.

Position changes disclosed by Blue Fin Capital, Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	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	CVX	Chevron CORP	+0.1%	+10.20%	Add
18	MDY	State Street Spdr S&p Midcap	+0.1%	+13.51%	Add
19	SPSM	Ss Spdr P S&p 600 Small Cap	+0.1%	+15.89%	Add
20	XOM	Exxon Mobil CORP	+0.1%	-0.14%	Trim
21	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+0.49%	Add
22	AVGO	Broadcom INC	0%	+6.15%	Add
23	BRK-B	Berkshire Hathaway Inc-cl B	0%	-0.52%	Trim
24	BLK	Blackrock INC	0%	+3.01%	Add
25	SPGI	S&p Global INC	0%	+7.53%	Add
26	BAC	Bank Of America CORP	0%	-0.72%	Trim
27	BSX	Boston Scientific CORP	0%	+12.95%	Add
28	QCOM	Qualcomm INC	0%	-15.07%	Trim
29	GOOG	Alphabet Inc-cl C	-0.1%	-0.33%	Trim
30	MCO	Moody's CORP	-0.1%	-3.80%	Trim
31	ISRG	Intuitive Surgical INC	-0.1%	+0.52%	Add
32	ABT	Abbott Laboratories	-0.1%	-2.86%	Trim
33	ACN	Accenture plc	-0.1%	-5.45%	Trim
34	XLK	Ss Technology Select Sector	-0.1%	-40.74%	Trim
35	JPM	Jpmorgan Chase & Co	-0.1%	-0.32%	Trim
36	CRWD	Crowdstrike Holdings INC - A	-0.1%	+3.97%	Add
37	BX	Blackstone INC	-0.1%	+5.96%	Add
38	BN	Brookfield CORP	-0.1%	-5.92%	Trim
39	UNH	Unitedhealth Group INC	-0.1%	+0.29%	Add
40	GOOGL	Alphabet Inc-cl A	-0.3%	-2.08%	Trim
41	AMZN	Amazon.com INC	-0.3%	-1.40%	Trim
42	MA	Mastercard INC - A	-0.3%	-4.96%	Trim
43	LLY	Eli Lilly & Co	-0.3%	-5.20%	Trim
44	AAPL	Apple INC	-0.3%	-1.86%	Trim
45	V	Visa Inc-class A Shares	-0.3%	-4.81%	Trim
46	NVDA	Nvidia CORP	-0.4%	-1.19%	Trim
47	META	Meta Platforms Inc-class A	-0.4%	-1.16%	Trim
48	MSFT	Microsoft CORP	-1.4%	-0.81%	Trim
49	IGV	Ishares Expanded Tech-softwa	—	EXIT	Sold out
50	WM	Waste Management INC	—	NEW	New buy

FAQ

What is Blue Fin Capital, Inc. and what type of investor is it?

Blue Fin Capital, Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $609.6M, spread across 150 disclosed positions.

What are Blue Fin Capital, Inc.'s largest equity positions?

Based on the latest 13F filing, Blue Fin Capital, Inc.'s top holdings by market value are: 1. Nvidia CORP (NVDA) — $99.3M (16.3%) 2. Apple INC (AAPL) — $48.6M (8.0%) 3. Microsoft CORP (MSFT) — $34.6M (5.7%) 4. Alphabet Inc-cl A (GOOGL) — $29.4M (4.8%) 5. Amazon.com INC (AMZN) — $25.0M (4.1%)

What changes did Blue Fin Capital, Inc. make in its most recent portfolio filing?

In the latest reported quarter, Blue Fin Capital, Inc. made 50 notable position adjustments: 1 new positions were initiated, 25 existing holdings were added to, 23 positions were partially reduced, and 1 were completely exited. The largest of these moves: Sold out: Ishares Expanded Tech-softwa (IGV); New buy: Waste Management INC (WM); Trim: Microsoft CORP (MSFT) — shares -0.81%; Add: Ishares 1-5y Inv Grade CORP (IGSB) — shares +8.31%; Trim: Meta Platforms Inc-class A (META) — shares -1.16%

What sectors does Blue Fin Capital, Inc. focus on?

Blue Fin Capital, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 48.9% • Communication Services: 14.4% • Financials: 12.1% • Health Care: 8.0% • Consumer Discretionary: 7.4% • Consumer Staples: 5.5%