Blue Fin Capital, Inc.

Est. AUM

$609.6M

13F long equity, this entity only

Positions

150

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$99.3M	569190	16.28%	SOLE
2	APPLE INC	COM	$48.6M	191563	7.97%	SOLE
3	MICROSOFT CORP	COM	$34.6M	93524	5.68%	SOLE
4	ALPHABET INC	CAP STK CL A	$29.4M	102231	4.82%	SOLE
5	AMAZON COM INC	COM	$25.0M	120190	4.11%	SOLE
6	ISHARES TR	ISHS 1-5YR INVS	$23.1M	440329	3.80%	SOLE
7	META PLATFORMS INC	CL A	$22.6M	39468	3.70%	SOLE
8	SPDR GOLD TR	GOLD SHS	$17.4M	40402	2.85%	SOLE
9	ISHARES TR	ISHS 5-10YR INVT	$13.6M	256274	2.24%	SOLE
10	COSTCO WHOLESALE CORPORATION	COM	$12.1M	12132	1.98%	SOLE
11	VISA INC	COM CL A	$11.5M	37983	1.88%	SOLE
12	BROADCOM INC	COM	$11.4M	36854	1.87%	SOLE
13	MASTERCARD INCORPORATED	CL A	$11.1M	22213	1.82%	SOLE
14	JPMORGAN CHASE & CO	COM	$10.4M	35458	1.71%	SOLE
15	ELI LILLY & CO	COM	$9.3M	10075	1.52%	SOLE
16	ISHARES TR	IBOXX HI YD ETF	$8.3M	104555	1.36%	SOLE
17	ALPHABET INC	CAP STK CL C	$7.9M	27376	1.29%	SOLE
18	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.7M	11778	1.26%	SOLE
19	WALMART INC	COM	$6.9M	55281	1.13%	SOLE
20	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.7M	14076	1.11%	SOLE
21	ISHARES TR	3 7 YR TREAS BD	$6.1M	51428	1.00%	SOLE
22	RTX CORPORATION	COM	$6.0M	30958	0.98%	SOLE
23	ISHARES TR	PFD AND INCM SEC	$5.9M	196083	0.98%	SOLE
24	JOHNSON & JOHNSON	COM	$5.1M	20919	0.84%	SOLE
25	CROWDSTRIKE HLDGS INC	CL A	$5.0M	12743	0.82%	SOLE
26	ISHARES TR	CORE S&P TTL STK	$4.9M	34065	0.80%	SOLE
27	TJX COS INC NEW	COM	$4.6M	28947	0.76%	SOLE
28	ADVANCED MICRO DEVICES INC	COM	$4.5M	22358	0.75%	SOLE
29	ISHARES TR	RUSSELL 3000 ETF	$4.5M	12156	0.74%	SOLE
30	UNITEDHEALTH GROUP INC	COM	$4.4M	16171	0.72%	SOLE
31	LOCKHEED MARTIN CORP	COM	$4.3M	7050	0.70%	SOLE
32	ISHARES TR	1 3 YR TREAS BD	$4.1M	50218	0.68%	SOLE
33	NEXTERA ENERGY INC	COM	$4.1M	44367	0.68%	SOLE
34	BLACKROCK INC	COM	$4.1M	4273	0.67%	SOLE
35	BROOKFIELD CORP	CL A LTD VT SH	$3.9M	97107	0.64%	SOLE
36	HOME DEPOT INC	COM	$3.7M	11344	0.61%	SOLE
37	ABBVIE INC	COM	$3.6M	16445	0.59%	SOLE
38	INVESCO EXCH TRADED FD TR II	SR LN ETF	$3.5M	173088	0.58%	SOLE
39	STRYKER CORPORATION	COM	$3.4M	10226	0.55%	SOLE
40	ISHARES TR	CORE MSCI EAFE	$3.3M	36083	0.54%	SOLE
41	ISHARES TR	MSCI EMG MKT ETF	$3.2M	56505	0.53%	SOLE
42	MERCK & CO INC	COM	$3.2M	26625	0.53%	SOLE
43	NORTHROP GRUMMAN CORP	COM	$3.2M	4669	0.52%	SOLE
44	ARM HOLDINGS PLC	SPONSORED ADS	$3.1M	20480	0.51%	SOLE
45	ISHARES INC	CORE MSCI EMKT	$2.9M	41788	0.48%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	27231	0.43%	SOLE
47	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.6M	4219	0.43%	SOLE
48	AMGEN INC	COM	$2.6M	7338	0.42%	SOLE
49	BLACKSTONE INC	COM	$2.5M	21404	0.40%	SOLE
50	S&P GLOBAL INC	COM	$2.4M	5709	0.40%	SOLE

1–50 of 150

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.