Blue Fin Capital, Inc. Top Holdings and 13F Report (2026)

About Blue Fin Capital, Inc.

Investment Activity

Blue Fin Capital, Inc. has $691.76 million in total holdings as of June 30, 2026.
Blue Fin Capital, Inc. owns shares of 164 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 3.34% of the portfolio was purchased this quarter.
About 1.37% of the portfolio was sold this quarter.
This quarter, Blue Fin Capital, Inc. has purchased 150 new stocks and bought additional shares in 67 stocks.
Blue Fin Capital, Inc. sold shares of 57 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

NVIDIA: $111,611,613
Apple: $55,638,187
Alphabet: $41,255,823
Microsoft: $34,615,149
Amazon.com: $29,157,820

Largest New Holdings this Quarter

458140100 - Intel: $452,122 Holding
874039100 - Taiwan Semiconductor Manufacturing: $444,618 Holding
25434V708 - Dimensional U.S. Core Equity 2 ETF: $355,501 Holding
032095101 - Amphenol: $344,882 Holding
871607107 - Synopsys: $327,415 Holding

Largest Purchases this Quarter

Alphabet: 13,212 shares (about $4.72M)
Vanguard Information Technology ETF: 14,720 shares (about $1.76M)
iShares 1-5 Year Investment Grade Corporate Bond ETF: 29,060 shares (about $1.52M)
Broadcom: 3,427 shares (about $1.29M)
KLA: 4,276 shares (about $1.29M)

Largest Sales this Quarter

NVIDIA: 11,383 shares (about $2.28M)
Micron Technology: 1,947 shares (about $2.25M)
Meta Platforms: 1,491 shares (about $839.86K)
SPDR S&P 500 ETF Trust: 692 shares (about $516.78K)
Berkshire Hathaway: 752 shares (about $376.29K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$111,611,613	$2,277,625 â–¼	-2.0%	557,807	16.1%	Technology
AAPL Apple	$55,638,187	$207,471 â–²	0.4%	192,280	8.0%	Technology
GOOGL Alphabet	$41,255,823	$4,721,568 â–²	12.9%	115,443	6.0%	Communication Services
MSFT Microsoft	$34,615,149	$271,186 â–¼	-0.8%	92,797	5.0%	Technology
AMZN Amazon.com	$29,157,820	$511,716 â–²	1.8%	122,337	4.2%	Consumer Discretionary
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$24,600,668	$1,523,034 â–²	6.6%	469,389	3.6%	ETF
META Meta Platforms	$21,392,019	$839,864 â–¼	-3.8%	37,977	3.1%	Communication Services
AVGO Broadcom	$15,216,237	$1,294,557 â–²	9.3%	40,281	2.2%	Technology
GLD SPDR Gold Shares	$14,835,824	$47,521 â–¼	-0.3%	40,273	2.1%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$14,726,519	$1,100,408 â–²	8.1%	276,970	2.1%	ETF
V Visa	$13,370,176	$338,629 â–²	2.6%	38,970	1.9%	Finance
AMD Advanced Micro Devices	$12,974,451	$13,361 â–¼	-0.1%	22,335	1.9%	Technology
LLY Eli Lilly and Company	$12,015,651	$68,366 â–¼	-0.6%	10,018	1.7%	Healthcare
JPM JPMorgan Chase & Co.	$11,645,368	$38,952 â–²	0.3%	35,577	1.7%	Finance
COST Costco Wholesale	$11,536,045	$187,091 â–²	1.6%	12,332	1.7%	Consumer Staples
MA Mastercard	$11,280,843	$127,888 â–¼	-1.1%	21,964	1.6%	Finance
CRWD CrowdStrike	$9,980,498	$255,656 â–²	2.6%	13,078	1.4%	Technology
GOOG Alphabet	$9,658,107	$14,486 â–¼	-0.1%	27,335	1.4%	Communication Services
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$8,587,053	$225,756 â–²	2.7%	107,378	1.2%	ETF
SPY SPDR S&P 500 ETF Trust	$8,278,916	$516,779 â–¼	-5.9%	11,086	1.2%	ETF
ARM HOLDINGS PLC	$7,222,201	$39,357 â–¼	-0.5%	20,369	1.0%	SPONSORED ADS
UNH UnitedHealth Group	$6,755,679	$34,497 â–²	0.5%	16,254	1.0%	Healthcare
BRK.B Berkshire Hathaway	$6,667,192	$376,293 â–¼	-5.3%	13,324	1.0%	Finance
WALMART INC	$6,226,561	$34,544 â–¼	-0.6%	54,976	0.9%	COM
IEI iShares 3-7 Year Treasury Bond ETF	$6,179,542	$139,296 â–²	2.3%	52,614	0.9%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$6,043,985	$448,128 â–²	8.0%	36,793	0.9%	ETF
PFF iShares Preferred and Income Securities ETF	$6,018,505	$39,942 â–²	0.7%	197,393	0.9%	ETF
RTX RTX	$5,851,297	$22,388 â–¼	-0.4%	30,840	0.8%	Industrials
JNJ Johnson & Johnson	$5,259,760	$53,080 â–¼	-1.0%	20,710	0.8%	Healthcare
IWV iShares Russell 3000 ETF	$5,056,773	$126,643 â–¼	-2.4%	11,859	0.7%	ETF
TJX TJX Companies	$4,550,416	$164,982 â–²	3.8%	30,036	0.7%	Consumer Discretionary
ABBV AbbVie	$4,304,102	$165,833 â–²	4.0%	17,104	0.6%	Healthcare
SHY iShares 1-3 Year Treasury Bond ETF	$4,194,555	$71,189 â–²	1.7%	51,085	0.6%	ETF
BN Brookfield	$4,131,635	$4,131 â–¼	-0.1%	97,010	0.6%	Finance
BLACKROCK INC	$4,122,063	$13,461 â–²	0.3%	4,287	0.6%	COM
HD Home Depot	$4,027,903	$27,156 â–²	0.7%	11,421	0.6%	Consumer Discretionary
NEE NextEra Energy	$3,884,016	$10,094 â–¼	-0.3%	44,252	0.6%	Utilities
EEM iShares MSCI Emerging Markets ETF	$3,847,496	$17,992 â–¼	-0.5%	56,242	0.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$3,755,900	$271,004 â–²	7.8%	38,889	0.5%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$3,646,115	$184,402 â–²	5.3%	44,014	0.5%	ETF
LMT Lockheed Martin	$3,580,147	$11,718 â–¼	-0.3%	7,027	0.5%	Industrials
BKLN Invesco Senior Loan ETF	$3,515,565	$10,246 â–¼	-0.3%	172,585	0.5%	ETF
MRK Merck & Co., Inc.	$3,435,475	$14,135 â–²	0.4%	26,735	0.5%	Healthcare
SYK Stryker	$3,393,479	$173,799 â–²	5.4%	10,778	0.5%	Healthcare
MDY SPDR S&P MidCap 400 ETF Trust	$3,171,360	$203,969 â–²	6.9%	4,509	0.5%	ETF
AMGN Amgen	$2,655,002	$2,173 â–¼	-0.1%	7,332	0.4%	Healthcare
JNK SPDR Bloomberg High Yield Bond ETF	$2,609,524	$14,745 â–¼	-0.6%	27,078	0.4%	ETF
DHI D.R. Horton	$2,539,562	$35,018 â–²	1.4%	15,592	0.4%	Consumer Discretionary
BX Blackstone	$2,538,271	$19,651 â–²	0.8%	21,571	0.4%	Finance
SMH VanEck Semiconductor ETF	$2,483,200	$88,545 â–²	3.7%	3,786	0.4%	ETF
BAC Bank of America	$2,390,948	$66,325 â–¼	-2.7%	41,961	0.3%	Finance
SPGI S&P Global	$2,389,091	$63,943 â–²	2.8%	5,866	0.3%	Finance
NOC Northrop Grumman	$2,380,137	$2,037 â–²	0.1%	4,673	0.3%	Industrials
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$2,340,441	$121,166 â–²	5.5%	40,583	0.3%	ETF
TDG Transdigm Group	$2,094,678	$55,929 â–²	2.7%	1,573	0.3%	Industrials
FLOT iShares Floating Rate Bond ETF	$2,072,066	$65,038 â–²	3.2%	40,589	0.3%	ETF
MCO Moody's	$2,057,531	$5,435 â–²	0.3%	4,543	0.3%	Finance
VGT Vanguard Information Technology ETF	$2,002,557	$1,759,334 â–²	723.3%	16,755	0.3%	ETF
IBB iShares Biotechnology ETF	$1,905,894	$6,086 â–²	0.3%	10,021	0.3%	ETF
QQQ Invesco QQQ	$1,895,235	$12,517 â–¼	-0.7%	2,574	0.3%	ETF
MU Micron Technology	$1,880,338	$2,247,402 â–¼	-54.4%	1,629	0.3%	Technology
TIP iShares TIPS Bond ETF	$1,719,564	$11,709 â–²	0.7%	15,714	0.2%	ETF
ISRG Intuitive Surgical	$1,684,135	$222,298 â–¼	-11.7%	4,235	0.2%	Healthcare
PG Procter & Gamble	$1,671,649	$8,505 â–¼	-0.5%	11,400	0.2%	Consumer Staples
ABT Abbott Laboratories	$1,635,694	$62,067 â–²	3.9%	18,026	0.2%	Healthcare
SCHP Schwab U.S. TIPS ETF	$1,502,529	$9,302 â–¼	-0.6%	56,699	0.2%	ETF
SHW Sherwin-Williams	$1,461,854	$35,462 â–²	2.5%	4,246	0.2%	Materials
PEP PepsiCo	$1,449,053	$34,798 â–¼	-2.3%	10,702	0.2%	Consumer Staples
KLAC KLA	$1,381,832	$1,290,112 â–²	1,406.6%	4,580	0.2%	Technology
KO CocaCola	$1,272,065	$1,869 â–¼	-0.1%	15,652	0.2%	Consumer Staples
AIA iShares Asia 50 ETF	$1,257,091	$3,683 â–¼	-0.3%	8,874	0.2%	ETF
SDY SPDR S&P Dividend ETF	$1,247,792	$57,984 â–¼	-4.4%	8,199	0.2%	ETF
SO Southern	$1,230,269	$28,330 â–¼	-2.3%	12,854	0.2%	Utilities
EEMA iShares MSCI Emerging Markets Asia ETF	$1,229,016		0.0%	10,508	0.2%	ETF
ASML ASML	$1,201,622	$131,303 â–²	12.3%	604	0.2%	Technology
CVX Chevron	$1,196,456	$28,345 â–²	2.4%	7,218	0.2%	Energy
GE VERNOVA INC	$1,126,691	$760,135 â–²	207.4%	959	0.2%	COM
CL Colgate-Palmolive	$1,087,441	$1,467 â–²	0.1%	11,861	0.2%	Consumer Staples
PANW Palo Alto Networks	$1,048,432	$183,493 â–²	21.2%	3,074	0.2%	Technology
CSCO Cisco Systems	$1,038,934	$27,251 â–¼	-2.6%	8,845	0.2%	Technology
IAU iShares Gold Trust	$1,023,463		0.0%	13,554	0.1%	ETF
MCD McDonald's	$985,821	$28,923 â–¼	-2.9%	3,647	0.1%	Consumer Discretionary
ENB Enbridge	$961,631	$45,428 â–²	5.0%	17,739	0.1%	Energy
AB AllianceBernstein	$941,008	$35 â–²	0.0%	26,718	0.1%	Finance
GE GE Aerospace	$932,083	$389,801 â–²	71.9%	2,494	0.1%	Industrials
BAM Brookfield Asset Management	$906,540	$34,579 â–¼	-3.7%	20,213	0.1%	Finance
XLC Communication Services Select Sector SPDR Fund	$905,891	$90,739 â–²	11.1%	8,456	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$859,934	$11,185 â–¼	-1.3%	8,688	0.1%	ETF
NFLX Netflix	$850,395		0.0%	11,910	0.1%	Communication Services
GWW W.W. Grainger	$842,088		0.0%	619	0.1%	Industrials
QCOM Qualcomm	$737,070	$7,576 â–¼	-1.0%	3,989	0.1%	Technology
XLK Technology Select Sector SPDR Fund	$712,555	$1,524 â–¼	-0.2%	3,740	0.1%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$655,310	$9,065 â–²	1.4%	6,795	0.1%	ETF
AMAT Applied Materials	$655,038		0.0%	906	0.1%	Technology
BSX Boston Scientific	$644,681	$13,231 â–²	2.1%	15,105	0.1%	Healthcare
IYW iShares U.S. Technology ETF	$636,629		0.0%	2,524	0.1%	ETF
TSLA Tesla	$624,170	$42,060 â–²	7.2%	1,484	0.1%	Consumer Discretionary
MS Morgan Stanley	$619,804		0.0%	2,965	0.1%	Finance
MPC Marathon Petroleum	$616,676		0.0%	2,412	0.1%	Energy
DUK Duke Energy	$605,860	$8,355 â–²	1.4%	4,786	0.1%	Utilities

Showing largest 100 holdings. View all holdings.

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Blue Fin Capital, Inc. Top Holdings and 13F Report (2026)

About Blue Fin Capital, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Blue Fin Capital, Inc. Top Holdings and 13F Report (2026)

About Blue Fin Capital, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBlue Fin Capital, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools