Blue Fin Capital, Inc. Top Holdings and 13F Report (2025) About Blue Fin Capital, Inc.Investment ActivityBlue Fin Capital, Inc. has $587.34 million in total holdings as of June 30, 2025.Blue Fin Capital, Inc. owns shares of 144 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 3.97% of the portfolio was purchased this quarter.About 2.32% of the portfolio was sold this quarter.This quarter, Blue Fin Capital, Inc. has purchased 137 new stocks and bought additional shares in 63 stocks.Blue Fin Capital, Inc. sold shares of 59 stocks and completely divested from 4 stocks this quarter.Largest Holdings NVIDIA $105,839,188Microsoft $48,706,246Apple $41,618,939Meta Platforms $31,255,434Amazon.com $28,210,256 Largest New Holdings this Quarter 244199105 - Deere & Company $481,032 Holding595112103 - Micron Technology $437,045 Holding56585A102 - Marathon Petroleum $365,110 Holding254687106 - Walt Disney $360,719 HoldingG29183103 - Eaton $356,990 Holding Largest Purchases this Quarter Broadcom 9,373 shares (about $2.58M)Intuitive Surgical 3,750 shares (about $2.04M)iShares 1-5 Year Investment Grade Corporate Bond ETF 30,174 shares (about $1.59M)SPDR S&P 500 ETF Trust 2,368 shares (about $1.46M)Microsoft 2,807 shares (about $1.40M) Largest Sales this Quarter NVIDIA 25,624 shares (about $4.05M)iShares Core S&P 500 ETF 2,347 shares (about $1.46M)Apple 4,147 shares (about $850.84K)AllianceBernstein 13,431 shares (about $548.41K)iShares Russell 3000 ETF 1,035 shares (about $363.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBlue Fin Capital, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$105,839,188$4,048,340 ▼-3.7%669,91018.0%Computer and TechnologyMSFTMicrosoft$48,706,246$1,396,240 ▲3.0%97,9198.3%Computer and TechnologyAAPLApple$41,618,939$850,844 ▼-2.0%202,8507.1%Computer and TechnologyMETAMeta Platforms$31,255,434$347,643 ▲1.1%42,3465.3%Computer and TechnologyAMZNAmazon.com$28,210,256$540,362 ▲2.0%128,5844.8%Retail/WholesaleGOOGLAlphabet$19,091,787$148,563 ▼-0.8%108,3343.3%Computer and TechnologyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$17,769,235$1,591,983 ▲9.8%336,7933.0%ManufacturingVVisa$15,288,594$139,536 ▼-0.9%43,0602.6%Business ServicesMAMastercard$14,269,010$164,651 ▼-1.1%25,3922.4%Business ServicesCOSTCostco Wholesale$12,341,324$92,070 ▲0.8%12,4662.1%Retail/WholesaleGLDSPDR Gold Shares$11,706,465$223,137 ▲1.9%38,4032.0%FinanceJPMJPMorgan Chase & Co.$10,515,234$130,752 ▲1.3%36,2701.8%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$9,663,122$1,370,998 ▲16.5%181,3301.6%ManufacturingLLYEli Lilly and Company$8,611,688$31,962 ▼-0.4%11,0471.5%MedicalSPYSPDR S&P 500 ETF Trust$7,675,551$1,463,069 ▲23.6%12,4231.3%FinanceBRK.BBerkshire Hathaway$7,649,748$136,507 ▲1.8%15,7471.3%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$6,760,325$653,184 ▲10.7%83,8231.2%ETFCRWDCrowdStrike$6,225,041$416,633 ▲7.2%12,2221.1%Computer and TechnologyWMTWalmart$6,148,577$49,282 ▼-0.8%62,8811.0%Retail/WholesaleARM HOLDINGS PLC$5,317,769$325,749 ▲6.5%32,8780.9%SPONSORED ADSUNHUnitedHealth Group$5,216,224$125,102 ▲2.5%16,7200.9%MedicalPFFiShares Preferred and Income Securities ETF$5,119,275$25,342 ▲0.5%166,8600.9%ETFGOOGAlphabet$5,021,968$149,541 ▼-2.9%28,3100.9%Computer and TechnologyRTXRTX$4,738,405$103,383 ▲2.2%32,4500.8%AerospaceBNBrookfield$4,511,710$3,278 ▼-0.1%72,9460.8%FinanceSYKStryker$4,484,610$119,088 ▲2.7%11,3350.8%MedicalIEIiShares 3-7 Year Treasury Bond ETF$4,440,676$260,810 ▲6.2%37,2880.8%ETFBLACKROCK INC$4,337,704$7,345 ▲0.2%4,1340.7%COMIWViShares Russell 3000 ETF$4,312,325$363,309 ▼-7.8%12,2850.7%ETFHDHome Depot$3,819,656$137,857 ▲3.7%10,4180.7%Retail/WholesaleTJXTJX Companies$3,494,766$343,808 ▲10.9%28,2990.6%Retail/WholesaleAVGOBroadcom$3,485,870$2,583,668 ▲286.4%12,6460.6%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$3,276,634$338,455 ▼-9.4%67,9230.6%FinanceLMTLockheed Martin$3,271,467$1,853 ▲0.1%7,0630.6%AerospaceBKLNInvesco Senior Loan ETF$3,231,523$70,501 ▲2.2%154,4700.6%ETFJNJJohnson & Johnson$3,168,772$367,226 ▲13.1%20,7440.5%MedicalAMDAdvanced Micro Devices$3,115,982$492,535 ▲18.8%21,9590.5%Computer and TechnologyABBVAbbVie$3,067,835$334,312 ▲12.2%16,5270.5%MedicalBXBlackstone$3,013,962$447,106 ▲17.4%20,1490.5%FinanceNEENextEra Energy$3,002,033$52,968 ▲1.8%43,2440.5%UtilitiesITOTiShares Core S&P Total U.S. Stock Market ETF$2,930,098$1,024,684 ▲53.8%21,6980.5%ETFISRGIntuitive Surgical$2,905,613$2,037,787 ▲234.8%5,3470.5%MedicalJNKSPDR Bloomberg High Yield Bond ETF$2,696,227$150,477 ▼-5.3%27,7190.5%FinanceSPGIS&P Global$2,692,054$70,136 ▲2.7%5,1050.5%FinanceMCOMoody's$2,543,109$65,208 ▲2.6%5,0700.4%FinanceABTAbbott Laboratories$2,526,878$202,254 ▲8.7%18,5780.4%MedicalSHYiShares 1-3 Year Treasury Bond ETF$2,447,353$82,448 ▲3.5%29,5350.4%ManufacturingMRKMerck & Co., Inc.$2,369,850$64,279 ▼-2.6%29,9370.4%MedicalNOCNorthrop Grumman$2,313,009$104,000 ▼-4.3%4,6260.4%AerospaceTDGTransdigm Group$2,193,406$94,307 ▲4.5%1,4420.4%AerospaceBACBank of America$2,086,379$104,674 ▲5.3%44,0900.4%FinanceDHID.R. Horton$1,918,330$15,470 ▲0.8%14,8800.3%ConstructionACNAccenture$1,910,804$52,605 ▲2.8%6,3930.3%Computer and TechnologyPGProcter & Gamble$1,851,858$185,935 ▲11.2%11,6230.3%Consumer StaplesMDYSPDR S&P MidCap 400 ETF Trust$1,746,458$269,645 ▼-13.4%3,0830.3%ETFNFLXNetflix$1,715,4260.0%1,2810.3%Consumer DiscretionaryAMGNAmgen$1,678,601$36,582 ▼-2.1%6,0110.3%MedicalSCHPSchwab U.S. TIPS ETF$1,635,591$11,579 ▼-0.7%61,3040.3%ETFTIPiShares TIPS Bond ETF$1,591,800$82,864 ▼-4.9%14,4650.3%ETFFLOTiShares Floating Rate Bond ETF$1,546,958$245,666 ▲18.9%30,3200.3%ETFIGViShares Expanded Tech-Software Sector ETF$1,506,173$53,108 ▼-3.4%13,7550.3%ETFQQQInvesco QQQ$1,464,224$41,930 ▼-2.8%2,6540.2%FinanceBSXBoston Scientific$1,461,098$283,562 ▲24.1%13,6030.2%MedicalPEPPepsiCo$1,441,153$144,195 ▲11.1%10,9140.2%Consumer StaplesSHWSherwin-Williams$1,315,556$18,200 ▲1.4%3,8310.2%Basic MaterialsKOCocaCola$1,285,036$66,717 ▼-4.9%18,1630.2%Consumer StaplesBAMBrookfield Asset Management$1,273,900$20,841 ▼-1.6%23,0440.2%FinanceIBBiShares Biotechnology ETF$1,272,185$33,272 ▼-2.5%10,0560.2%FinanceSOSouthern$1,247,876$174,765 ▲16.3%13,5880.2%UtilitiesSDYSPDR S&P Dividend ETF$1,183,084$34,206 ▼-2.8%8,7160.2%ETFMCDMcDonald's$1,182,704$38,274 ▼-3.1%4,0480.2%Retail/WholesaleSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,179,225$127,163 ▼-9.7%27,6810.2%ETFCLColgate-Palmolive$1,114,374$4,363 ▲0.4%12,2590.2%Consumer StaplesABAllianceBernstein$1,090,896$548,408 ▼-33.5%26,7170.2%FinanceXLKTechnology Select Sector SPDR Fund$1,028,367$3,798 ▼-0.4%4,0610.2%ETFVGTVanguard Information Technology ETF$1,002,274$102,814 ▲11.4%1,5110.2%ETFIEFAiShares Core MSCI EAFE ETF$999,172$218,467 ▼-17.9%11,9690.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$996,318$27,374 ▼-2.7%16,5970.2%ETFIAUiShares Gold Trust$967,0790.0%15,5080.2%FinanceADPAutomatic Data Processing$928,990$24,366 ▼-2.6%3,0120.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$917,695$308,742 ▼-25.2%9,2500.2%FinanceEEMAiShares MSCI Emerging Markets Asia ETF$914,984$28,232 ▼-3.0%11,0840.2%ManufacturingCMGChipotle Mexican Grill$890,671$19,541 ▲2.2%15,8620.2%Retail/WholesaleCVXChevron$876,036$184,715 ▲26.7%6,1180.1%EnergyCSCOCisco Systems$854,553$160,406 ▲23.1%12,3170.1%Computer and TechnologyAIAiShares Asia 50 ETF$837,674$31,938 ▼-3.7%10,3340.1%ETFQCOMQUALCOMM$805,288$70,558 ▼-8.1%5,0560.1%Computer and TechnologyENBEnbridge$642,955$22,615 ▲3.6%14,1870.1%EnergyAXPAmerican Express$581,8200.0%1,8240.1%FinanceXLCCommunication Services Select Sector SPDR Fund$569,240$78,359 ▲16.0%5,2450.1%ETFDUKDuke Energy$562,757$23,129 ▲4.3%4,7690.1%UtilitiesLOWLowe's Companies$545,135$200,571 ▲58.2%2,4570.1%Retail/WholesaleXOMExxon Mobil$544,287$51,744 ▲10.5%5,0490.1%EnergyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$535,992$2,871 ▲0.5%5,7870.1%ETFORCLOracle$535,862$7,433 ▲1.4%2,4510.1%Computer and TechnologyPCYInvesco Emerging Markets Sovereign Debt ETF$517,860$1,512 ▼-0.3%25,3480.1%ETFDEDeere & Company$481,032$481,032 ▲New Holding9460.1%IndustrialsVYMVanguard High Dividend Yield ETF$478,9830.0%3,5930.1%ETFPANWPalo Alto Networks$475,5830.0%2,3240.1%Computer and TechnologyGWWW.W. Grainger$462,907$1,040 ▼-0.2%4450.1%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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