Blue Fin Capital, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Blue Fin Capital, Inc. held in its portfolio 151 assets valued at $644,856,247 (i.e. $644.86M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($107.43M), APPLE INC ($53.07M), and MICROSOFT CORP ($45.60M).
The chart below shows the top 10 valuable assets, and the table below shows the top 151 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Blue Fin Capital, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 576037 | 107430839 | COM |
| APPLE INC | 195202 | 53067637 | COM |
| MICROSOFT CORP | 94288 | 45599644 | COM |
| ALPHABET INC | 104398 | 32676640 | CAP STK CL A |
| AMAZON COM INC | 121902 | 28137436 | COM |
| META PLATFORMS INC | 39930 | 26357410 | CL A |
| ISHARES TR | 406530 | 21497316 | ISHS 1-5YR INVS |
| SPDR GOLD TR | 40599 | 16089714 | GOLD SHS |
| VISA INC | 39902 | 13993910 | COM CL A |
| MASTERCARD INCORPORATED | 23373 | 13343445 | CL A |
| ISHARES TR | 234664 | 12643708 | ISHS 5-10YR INVT |
| BROADCOM INC | 34720 | 12016592 | COM |
| JPMORGAN CHASE & CO. | 35573 | 11462416 | COM |
| ELI LILLY & CO | 10628 | 11421450 | COM |
| COSTCO WHSL CORP NEW | 12047 | 10388294 | COM |
| ALPHABET INC | 27466 | 8618822 | CAP STK CL C |
| ISHARES TR | 100526 | 8105395 | IBOXX HI YD ETF |
| SPDR S&P 500 ETF TR | 11720 | 7992307 | TR UNIT |
| BERKSHIRE HATHAWAY INC DEL | 14149 | 7111776 | CL B NEW |
| WALMART INC | 58205 | 6484591 | COM |
| CROWDSTRIKE HLDGS INC | 12257 | 5745685 | CL A |
| RTX CORPORATION | 31059 | 5696246 | COM |
| ISHARES TR | 182967 | 5664654 | PFD AND INCM SEC |
| SPDR SERIES TRUST | 69325 | 5428032 | STATE STREET SPD |
| ISHARES TR | 45305 | 5407187 | 3 7 YR TREAS BD |
| UNITEDHEALTH GROUP INC | 16124 | 5322821 | COM |
| ADVANCED MICRO DEVICES INC | 22276 | 4770564 | COM |
| BROOKFIELD CORP | 103213 | 4736462 | CL A LTD VT SH |
| ISHARES TR | 12174 | 4709529 | RUSSELL 3000 ETF |
| BLACKROCK INC | 4148 | 4439289 | COM |
| TJX COS INC NEW | 28695 | 4407900 | COM |
| ISHARES TR | 29084 | 4324499 | CORE S&P TTL STK |
| JOHNSON & JOHNSON | 20789 | 4302219 | COM |
| HOME DEPOT INC | 10878 | 3743175 | COM |
| ABBVIE INC | 16298 | 3724010 | COM |
| STRYKER CORPORATION | 10245 | 3600648 | COM |
| NEXTERA ENERGY INC | 43441 | 3487460 | COM |
| INVESCO EXCH TRADED FD TR II | 165392 | 3473239 | SR LN ETF |
| ISHARES TR | 61931 | 3388223 | MSCI EMG MKT ETF |
| LOCKHEED MARTIN CORP | 6887 | 3330809 | COM |
| BLACKSTONE INC | 20201 | 3113826 | COM |
| MERCK & CO INC | 28715 | 3022557 | COM |
| ISHARES TR | 34585 | 2864345 | 1 3 YR TREAS BD |
| S&P GLOBAL INC | 5309 | 2774479 | COM |
| INTUITIVE SURGICAL INC | 4769 | 2700801 | COM NEW |
| NORTHROP GRUMMAN CORP | 4598 | 2621613 | COM |
| ISHARES TR | 28448 | 2544996 | CORE MSCI EAFE |
| ARM HOLDINGS PLC | 22733 | 2484933 | SPONSORED ADS |
| AMGEN INC | 7444 | 2436647 | COM |
| MOODYS CORP | 4710 | 2406277 | COM |
| BANK AMERICA CORP | 43438 | 2389089 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 3717 | 2242551 | UTSER1 S&PDCRP |
| ABBOTT LABS | 17852 | 2236635 | COM |
| D R HORTON INC | 14839 | 2137245 | COM |
| TRANSDIGM GROUP INC | 1423 | 1891757 | COM |
| ISHARES TR | 36628 | 1862922 | FLTG RATE NT ETF |
| ISHARES INC | 27077 | 1820117 | CORE MSCI EMKT |
| ISHARES TR | 9894 | 1669810 | ISHARES BIOTECH |
| ISHARES TR | 15018 | 1650636 | TIPS BD ETF |
| INVESCO QQQ TR | 2631 | 1616441 | UNIT SER 1 |
| SCHWAB STRATEGIC TR | 60922 | 1613818 | US TIPS ETF |
| PROCTER AND GAMBLE CO | 11197 | 1604682 | COM |
| PEPSICO INC | 10986 | 1576711 | COM |
| ISHARES TR | 14424 | 1524473 | EXPANDED TECH |
| ACCENTURE PLC IRELAND | 5318 | 1426819 | SHS CLASS A |
| VANGUARD WORLD FD | 1833 | 1381898 | INF TECH ETF |
| SHERWIN WILLIAMS CO | 3971 | 1286566 | COM |
| ISHARES GOLD TR | 15396 | 1249693 | ISHARES NEW |
| BOSTON SCIENTIFIC CORP | 13099 | 1248990 | COM |
| COCA COLA CO | 16998 | 1188311 | COM |
| MCDONALDS CORP | 3854 | 1177898 | COM |
| SOUTHERN CO | 13173 | 1148704 | COM |
| NETFLIX INC | 11910 | 1116710 | COM |
| BROOKFIELD ASSET MANAGMT LTD | 21067 | 1103690 | CL A LMT VTG SHS |
| ISHARES INC | 10644 | 1000738 | MSCI EM ASIA ETF |
| MICRON TECHNOLOGY INC | 3504 | 1000077 | COM |
| ALLIANCEBERNSTEIN HLDG L P | 25438 | 978854 | UNIT LTD PARTN |
| CHEVRON CORP NEW | 6395 | 974662 | COM |
| ISHARES TR | 9736 | 949365 | ASIA 50 ETF |
| SELECT SECTOR SPDR TR | 6325 | 910608 | STATE STREET TEC |
| ISHARES TR | 9043 | 903211 | CORE US AGGBD ET |
| COLGATE PALMOLIVE CO | 11323 | 894766 | COM |
| CISCO SYS INC | 10911 | 840497 | COM |
| QUALCOMM INC | 4745 | 811700 | COM |
| SELECT SECTOR SPDR TR | 6637 | 781308 | STATE STREET COM |
| ENBRIDGE INC | 16028 | 766609 | COM |
| EXXON MOBIL CORP | 5812 | 699422 | COM |
| WW GRAINGER INC | 622 | 627629 | COM |
| TESLA INC | 1384 | 622412 | COM |
| ISHARES TR | 6176 | 594625 | JPMORGAN USD EMG |
| AUTOMATIC DATA PROCESSING IN | 2264 | 582303 | COM |
| DUKE ENERGY CORP NEW | 4720 | 553276 | COM NEW |
| INVESCO EXCH TRADED FD TR II | 25197 | 545775 | EMRNG MKT SVRG |
| MORGAN STANLEY | 2965 | 526376 | COM NEW |
| TEXTRON INC | 6024 | 525082 | COM |
| AMERICAN EXPRESS CO | 1404 | 519274 | COM |
| VANGUARD WHITEHALL FDS | 3593 | 515667 | HIGH DIV YLD |
| PALANTIR TECHNOLOGIES INC | 2849 | 506410 | CL A |
| LOWES COS INC | 2063 | 497513 | COM |
| VANGUARD INDEX FDS | 1470 | 492846 | TOTAL STK MKT |
| ISHARES TR | 2443 | 487818 | U.S. TECH ETF |
| ISHARES TR | 701 | 480143 | CORE S&P500 ETF |
| ASML HOLDING N V | 440 | 470738 | N Y REGISTRY SHS |
| ISHARES TR | 968 | 458154 | RUS 1000 GRW ETF |
| ORACLE CORP | 2316 | 451333 | COM |
| CHIPOTLE MEXICAN GRILL INC | 11714 | 433405 | COM |
| DEERE & CO | 903 | 420410 | COM |
| PALO ALTO NETWORKS INC | 2281 | 420234 | COM |
| VANGUARD BD INDEX FDS | 5672 | 420150 | TOTAL BND MRKT |
| INVESCO EXCHANGE TRADED FD T | 8883 | 416790 | RAFI US 1000 ETF |
| THERMO FISHER SCIENTIFIC INC | 716 | 414886 | COM |
| VANGUARD WORLD FD | 2137 | 413861 | COMM SRVC ETF |
| WELLTOWER INC | 2196 | 407600 | COM |
| PFIZER INC | 16042 | 399435 | COM |
| STATE STR CORP | 3080 | 397351 | COM |
| ISHARES TR | 4131 | 396656 | MSCI EAFE ETF |
| MARATHON PETE CORP | 2422 | 393890 | COM |
| GE AEROSPACE | 1252 | 385654 | COM NEW |
| KLA CORP | 310 | 376675 | COM NEW |
| BRISTOL-MYERS SQUIBB CO | 6856 | 369833 | COM |
| VANGUARD WORLD FD | 915 | 360534 | CONSUM DIS ETF |
| SELECT SECTOR SPDR TR | 8894 | 358873 | STATE STREET REA |
| REALTY INCOME CORP | 6337 | 357241 | COM |
| SELECT SECTOR SPDR TR | 2172 | 336226 | STATE STREET HEA |
| PUBLIC STORAGE OPER CO | 1271 | 329825 | COM |
| EATON CORP PLC | 1000 | 318510 | SHS |
| L3HARRIS TECHNOLOGIES INC | 1084 | 318373 | COM |
| FIDELITY COVINGTON TRUST | 4290 | 314371 | MSCI COMMNTN SVC |
| DISNEY WALT CO | 2742 | 311910 | COM |
| DOMINION ENERGY INC | 5203 | 304863 | COM |
| VANGUARD INDEX FDS | 473 | 296930 | S&P 500 ETF SHS |
| INTERNATIONAL BUSINESS MACHS | 1001 | 296506 | COM |
| WELLS FARGO CO NEW | 3181 | 296438 | COM |
| VANECK ETF TRUST | 1544 | 292225 | BIOTECH ETF |
| SELECT SECTOR SPDR TR | 6116 | 277361 | STATE STREET MAT |
| ISHARES SILVER TR | 4200 | 270564 | ISHARES |
| AMERICAN ELEC PWR CO INC | 2298 | 264982 | COM |
| EVERSOURCE ENERGY | 3869 | 260500 | COM |
| ENTERPRISE PRODS PARTNERS L | 8029 | 257410 | COM |
| CARPENTER TECHNOLOGY CORP | 799 | 251557 | COM |
| SPDR DOW JONES INDL AVERAGE | 515 | 247494 | UT SER 1 |
| VANECK ETF TRUST | 675 | 243088 | SEMICONDUCTR ETF |
| EDWARDS LIFESCIENCES CORP | 2735 | 233159 | COM |
| APPLIED MATLS INC | 906 | 232833 | COM |
| ILLINOIS TOOL WKS INC | 936 | 230537 | COM |
| APOLLO GLOBAL MGMT INC | 1545 | 223654 | COM |
| NOVARTIS AG | 1605 | 221333 | SPONSORED ADR |
| YUM BRANDS INC | 1409 | 213154 | COM |
| GRAYSCALE BITCOIN TRUST ETF | 3107 | 212395 | SHS REP COM UT |
| GE VERNOVA INC | 313 | 204567 | COM |
| CUMMINS INC | 400 | 204180 | COM |
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