Blue Fin Capital, Inc. Top Holdings and 13F Report (2025)

About Blue Fin Capital, Inc.

Investment Activity

Blue Fin Capital, Inc. has $542.59 million in total holdings as of December 31, 2024.
Blue Fin Capital, Inc. owns shares of 137 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 2.40% of the portfolio was purchased this quarter.
About 1.92% of the portfolio was sold this quarter.
This quarter, Blue Fin Capital, Inc. has purchased 139 new stocks and bought additional shares in 55 stocks.
Blue Fin Capital, Inc. sold shares of 65 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

NVIDIA: $93,403,393
Apple: $51,836,436
Microsoft: $40,089,813
Amazon.com: $27,669,789
Meta Platforms: $24,518,597

Largest New Holdings this Quarter

BLACKROCK INC: $4,231,244 Holding
W.W. Grainger: $470,106 Holding
GRAYSCALE BITCOIN TRUST ETF: $229,980 Holding
PALANTIR TECHNOLOGIES INC: $208,588 Holding
VanEck Semiconductor ETF: $201,243 Holding

Largest Purchases this Quarter

BLACKROCK INC: 4,127 shares (about $4.23M)
iShares 1-5 Year Investment Grade Corporate Bond ETF: 20,071 shares (about $1.04M)
iShares iBoxx $ High Yield Corporate Bond ETF: 11,778 shares (about $926.34K)
iShares 5-10 Year Investment Grade Corporate Bond ETF: 16,394 shares (about $844.46K)
Schwab U.S. TIPS ETF: 29,184 shares (about $753.82K)

Largest Sales this Quarter

NVIDIA: 9,317 shares (about $1.25M)
SPDR Bloomberg High Yield Bond ETF: 5,591 shares (about $533.77K)
Chevron: 2,930 shares (about $424.38K)
Apple: 1,182 shares (about $296.00K)
Advanced Micro Devices: 2,363 shares (about $285.43K)

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	$93,403,393	$1,251,182 ▼	-1.3%	695,534	17.2%	Computer and Technology
AAPL Apple	$51,836,436	$295,998 ▼	-0.6%	206,997	9.6%	Computer and Technology
MSFT Microsoft	$40,089,813	$399,583 ▲	1.0%	95,112	7.4%	Computer and Technology
AMZN Amazon.com	$27,669,789	$6,362 ▲	0.0%	126,121	5.1%	Retail/Wholesale
META Meta Platforms	$24,518,597	$603,670 ▲	2.5%	41,875	4.5%	Computer and Technology
GOOGL Alphabet	$20,667,386	$113,202 ▼	-0.5%	109,177	3.8%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$15,852,212	$1,037,671 ▲	7.0%	306,619	2.9%	Manufacturing
V Visa	$13,732,906	$27,812 ▲	0.2%	43,453	2.5%	Business Services
MA Mastercard	$13,525,130	$77,933 ▲	0.6%	25,685	2.5%	Business Services
COST Costco Wholesale	$11,337,079	$48,563 ▲	0.4%	12,373	2.1%	Retail/Wholesale
GLD SPDR Gold Shares	$9,121,463	$34,141 ▲	0.4%	37,671	1.7%	Finance
JPM JPMorgan Chase & Co.	$8,586,225	$64,482 ▲	0.8%	35,819	1.6%	Finance
LLY Eli Lilly and Company	$8,560,476	$13,125 ▲	0.2%	11,088	1.6%	Medical
UNH UnitedHealth Group	$8,255,282	$36,928 ▼	-0.4%	16,319	1.5%	Medical
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$8,015,140	$844,458 ▲	11.8%	155,603	1.5%	Manufacturing
BRK.B Berkshire Hathaway	$7,010,734	$65,728 ▼	-0.9%	15,466	1.3%	Finance
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$5,955,717	$926,343 ▲	18.4%	75,724	1.1%	ETF
SPY SPDR S&P 500 ETF Trust	$5,893,034	$2,930 ▼	0.0%	10,055	1.1%	Finance
WMT Walmart	$5,726,884	$36,592 ▼	-0.6%	63,385	1.1%	Retail/Wholesale
GOOG Alphabet	$5,552,076	$96,366 ▼	-1.7%	29,153	1.0%	Computer and Technology
PFF iShares Preferred and Income Securities ETF	$5,220,129	$19,776 ▲	0.4%	166,034	1.0%	ETF
IWV iShares Russell 3000 ETF	$4,452,411	$4,345 ▼	-0.1%	13,320	0.8%	ETF
BLACKROCK INC	$4,231,244	$4,231,244 ▲	New Holding	4,127	0.8%	COM
BN Brookfield	$4,193,793	$42,456 ▼	-1.0%	72,999	0.8%	Finance
IEI iShares 3-7 Year Treasury Bond ETF	$4,055,635	$232,490 ▲	6.1%	35,098	0.7%	ETF
SYK Stryker	$3,972,859	$54,368 ▲	1.4%	11,034	0.7%	Medical
HD Home Depot	$3,906,238	$309,636 ▲	8.6%	10,042	0.7%	Retail/Wholesale
CRWD CrowdStrike	$3,901,993	$193,663 ▲	5.2%	11,404	0.7%	Computer and Technology
ARM HOLDINGS PLC	$3,807,383	$198,733 ▲	5.5%	30,864	0.7%	SPONSORED ADS
RTX RTX	$3,673,250	$2,546 ▼	-0.1%	31,742	0.7%	Aerospace
LMT Lockheed Martin	$3,430,507	$24,299 ▼	-0.7%	7,059	0.6%	Aerospace
BKLN Invesco Senior Loan ETF	$3,183,688	$199,070 ▼	-5.9%	151,100	0.6%	ETF
EEM iShares MSCI Emerging Markets ETF	$3,133,953	$110,656 ▼	-3.4%	74,939	0.6%	Finance
TJX TJX Companies	$3,082,515	$37,814 ▲	1.2%	25,515	0.6%	Retail/Wholesale
MRK Merck & Co., Inc.	$3,058,932	$99 ▼	0.0%	30,749	0.6%	Medical
NEE NextEra Energy	$3,045,463	$27,242 ▲	0.9%	42,481	0.6%	Utilities
BX Blackstone	$2,958,727	$4,828 ▲	0.2%	17,160	0.5%	Finance
JNK SPDR Bloomberg High Yield Bond ETF	$2,794,025	$533,773 ▼	-16.0%	29,266	0.5%	Finance
JNJ Johnson & Johnson	$2,652,336	$117,721 ▼	-4.2%	18,340	0.5%	Medical
ABBV AbbVie	$2,616,810	$2,843 ▼	-0.1%	14,726	0.5%	Medical
SPGI S&P Global	$2,476,638	$154,914 ▲	6.7%	4,972	0.5%	Business Services
SHY iShares 1-3 Year Treasury Bond ETF	$2,339,752	$37,630 ▼	-1.6%	28,540	0.4%	Manufacturing
MCO Moody's	$2,338,921	$48,767 ▲	2.1%	4,940	0.4%	Finance
NOC Northrop Grumman	$2,268,801	$36,139 ▼	-1.6%	4,834	0.4%	Aerospace
AMD Advanced Micro Devices	$2,233,166	$285,427 ▼	-11.3%	18,488	0.4%	Computer and Technology
ACN Accenture	$2,187,078	$34,124 ▼	-1.5%	6,217	0.4%	Computer and Technology
ADBE Adobe	$2,106,672	$141,423 ▼	-6.3%	4,737	0.4%	Computer and Technology
DHI D.R. Horton	$2,063,743	$22,930 ▲	1.1%	14,760	0.4%	Construction
MDY SPDR S&P MidCap 400 ETF Trust	$2,027,135	$28,479 ▲	1.4%	3,559	0.4%	ETF
ABT Abbott Laboratories	$1,933,251	$42,418 ▼	-2.1%	17,091	0.4%	Medical
BAC Bank of America	$1,840,565	$9,933 ▼	-0.5%	41,878	0.3%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$1,814,903	$7,846 ▲	0.4%	14,110	0.3%	ETF
IVV iShares Core S&P 500 ETF	$1,794,297		0.0%	3,048	0.3%	ETF
PG Procter & Gamble	$1,752,993	$33,531 ▲	2.0%	10,456	0.3%	Consumer Staples
TDG TransDigm Group	$1,749,382	$119,161 ▲	7.3%	1,380	0.3%	Aerospace
TIP iShares TIPS Bond ETF	$1,621,579	$30,582 ▼	-1.9%	15,218	0.3%	ETF
AMGN Amgen	$1,600,897	$372,987 ▲	30.4%	6,142	0.3%	Medical
SCHP Schwab U.S. TIPS ETF	$1,594,693	$753,823 ▲	89.6%	61,738	0.3%	ETF
PEP PepsiCo	$1,493,658	$44,861 ▲	3.1%	9,822	0.3%	Consumer Staples
AB AllianceBernstein	$1,489,126	$72,995 ▼	-4.7%	40,148	0.3%	Finance
IGV iShares Expanded Tech-Software Sector ETF	$1,425,710	$6,508 ▲	0.5%	14,240	0.3%	ETF
QQQ Invesco QQQ	$1,396,010	$56,249 ▼	-3.9%	2,730	0.3%	Finance
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$1,377,532	$6,154 ▼	-0.4%	30,666	0.3%	ETF
IBB iShares Biotechnology ETF	$1,364,289	$21,154 ▼	-1.5%	10,319	0.3%	Finance
FLOT iShares Floating Rate Bond ETF	$1,297,741	$26,611 ▲	2.1%	25,505	0.2%	ETF
SHW Sherwin-Williams	$1,284,365	$28,217 ▲	2.2%	3,778	0.2%	Basic Materials
BAM Brookfield Asset Management	$1,269,184	$20,159 ▼	-1.6%	23,421	0.2%	Finance
MCD McDonald's	$1,211,450	$54,499 ▼	-4.3%	4,179	0.2%	Retail/Wholesale
AGG iShares Core U.S. Aggregate Bond ETF	$1,197,949	$3,198 ▲	0.3%	12,362	0.2%	Finance
KO Coca-Cola	$1,189,567	$1,557 ▲	0.1%	19,106	0.2%	Consumer Staples
SDY SPDR S&P Dividend ETF	$1,184,732	$925 ▲	0.1%	8,968	0.2%	ETF
NFLX Netflix	$1,141,781	$24,957 ▼	-2.1%	1,281	0.2%	Consumer Discretionary
CL Colgate-Palmolive	$1,110,133	$15,001 ▼	-1.3%	12,211	0.2%	Consumer Staples
IEFA iShares Core MSCI EAFE ETF	$1,025,143	$6,607 ▲	0.6%	14,586	0.2%	ETF
BSX Boston Scientific	$979,215	$49,126 ▲	5.3%	10,963	0.2%	Medical
SO Southern	$961,969	$14,819 ▲	1.6%	11,685	0.2%	Utilities
XLK Technology Select Sector SPDR Fund	$947,752	$2,093 ▲	0.2%	4,076	0.2%	ETF
CMG Chipotle Mexican Grill	$935,515	$33,950 ▲	3.8%	15,514	0.2%	Retail/Wholesale
ADP Automatic Data Processing	$905,077		0.0%	3,091	0.2%	Business Services
IEMG iShares Core MSCI Emerging Markets ETF	$890,537	$15,353 ▲	1.8%	17,053	0.2%	ETF
QCOM QUALCOMM	$844,797	$14,748 ▼	-1.7%	5,499	0.2%	Computer and Technology
VGT Vanguard Information Technology ETF	$843,230	$13,059 ▲	1.6%	1,356	0.2%	ETF
ISRG Intuitive Surgical	$833,570	$99,694 ▲	13.6%	1,597	0.2%	Medical
EEMA iShares MSCI Emerging Markets Asia ETF	$818,673	$1,003 ▼	-0.1%	11,426	0.2%	Manufacturing
IAU iShares Gold Trust	$767,801		0.0%	15,508	0.1%	Finance
AVGO Broadcom	$758,812	$140,959 ▲	22.8%	3,273	0.1%	Computer and Technology
AIA iShares Asia 50 ETF	$727,680	$271 ▼	0.0%	10,728	0.1%	ETF
CVX Chevron	$699,288	$424,381 ▼	-37.8%	4,828	0.1%	Oils/Energy
PFE Pfizer	$603,090	$58,128 ▼	-8.8%	22,732	0.1%	Medical
CSCO Cisco Systems	$592,296	$3,019 ▼	-0.5%	10,005	0.1%	Computer and Technology
ENB Enbridge	$580,782	$17,227 ▲	3.1%	13,688	0.1%	Oils/Energy
AXP American Express	$541,345		0.0%	1,824	0.1%	Finance
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$512,602	$9,796 ▼	-1.9%	5,756	0.1%	ETF
PCY Invesco Emerging Markets Sovereign Debt ETF	$503,864	$38,451 ▼	-7.1%	25,422	0.1%	ETF
DUK Duke Energy	$492,709	$29,306 ▲	6.3%	4,573	0.1%	Utilities
XOM Exxon Mobil	$491,493	$82,292 ▲	20.1%	4,569	0.1%	Oils/Energy
GWW W.W. Grainger	$470,106	$470,106 ▲	New Holding	446	0.1%	Industrial Products
PSA Public Storage	$461,437	$15,870 ▼	-3.3%	1,541	0.1%	Finance
VYM Vanguard High Dividend Yield ETF	$458,431		0.0%	3,593	0.1%	ETF
XLC Communication Services Select Sector SPDR Fund	$437,917	$6,874 ▼	-1.5%	4,523	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Blue Fin Capital, Inc. Top Holdings and 13F Report (2025)

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

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Blue Fin Capital, Inc. Top Holdings and 13F Report (2025)

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