Blue Fin Capital, Inc. — 13F Holdings & Portfolio
CIK 1576102 · latest 13F-HR filed 2026-05-28
Blue Fin Capital, Inc. manages $609.6M in 13F-reported U.S. long-equity assets across 150 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (16.28%), AAPL (7.97%), MSFT (5.68%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 5, added to 55, and trimmed 54.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$609.6M
Long-equity book
150
Distinct positions
2026-03-31
Filed 2026-05-28
+2 / −5 / ↑55 / ↓54
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- COSTCO WHOLESALE CORPORATION$1.7M +16.4%
- ISHARES TR$1.6M +7.7%
- SPDR GOLD TR$1.3M +8.0%
- ISHARES TR$1.3M +44.8%
- VANECK ETF TRUST$1.2M +475.8%
Top Trims
- MICROSOFT CORP-$11.0M -24.1%
- NVIDIA CORPORATION-$8.2M -7.6%
- APPLE INC-$4.5M -8.4%
- META PLATFORMS INC-$3.8M -14.3%
- ALPHABET INC-$3.3M -10.0%
Exited Positions
- ISHARES TR$1.5M
- APOLLO GLOBAL MGMT INC$223.7K
- NOVARTIS AG$221.3K
- YUM BRANDS INC$213.2K
- GRAYSCALE BITCOIN TRUST ETF$212.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $99.3M | 16.28% | 569,190 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $48.6M | 7.97% | 191,563 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $34.6M | 5.68% | 93,524 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $29.4M | 4.82% | 102,231 | SH |
| 5 | AMAZON COM INC | AMZN | 023135106 | $25.0M | 4.11% | 120,190 | SH |
| 6 | ISHARES TR | IGSB | 464288646 | $23.1M | 3.80% | 440,329 | SH |
| 7 | META PLATFORMS INC | META | 30303M102 | $22.6M | 3.70% | 39,468 | SH |
| 8 | SPDR GOLD TR | GLD | 78463V107 | $17.4M | 2.85% | 40,402 | SH |
| 9 | ISHARES TR | IGIB | 464288638 | $13.6M | 2.24% | 256,274 | SH |
| 10 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $12.1M | 1.98% | 12,132 | SH |
| 11 | VISA INC | V | 92826C839 | $11.5M | 1.88% | 37,983 | SH |
| 12 | BROADCOM INC | AVGO | 11135F101 | $11.4M | 1.87% | 36,854 | SH |
| 13 | MASTERCARD INCORPORATED | MA | 57636Q104 | $11.1M | 1.82% | 22,213 | SH |
| 14 | JPMORGAN CHASE & CO | JPM | 46625H100 | $10.4M | 1.71% | 35,458 | SH |
| 15 | ELI LILLY & CO | LLY | 532457108 | $9.3M | 1.52% | 10,075 | SH |
| 16 | ISHARES TR | HYG | 464288513 | $8.3M | 1.36% | 104,555 | SH |
| 17 | ALPHABET INC | GOOG | 02079K107 | $7.9M | 1.29% | 27,376 | SH |
| 18 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $7.7M | 1.26% | 11,778 | SH |
| 19 | WALMART INC | WMT | 931142103 | $6.9M | 1.13% | 55,281 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $6.7M | 1.11% | 14,076 | SH |
| 21 | ISHARES TR | IEI | 464288661 | $6.1M | 1.00% | 51,428 | SH |
| 22 | RTX CORPORATION | RTX | 75513E101 | $6.0M | 0.98% | 30,958 | SH |
| 23 | ISHARES TR | PFF | 464288687 | $5.9M | 0.98% | 196,083 | SH |
| 24 | JOHNSON & JOHNSON | JNJ | 478160104 | $5.1M | 0.84% | 20,919 | SH |
| 25 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $5.0M | 0.82% | 12,743 | SH |
| 26 | ISHARES TR | ITOT | 464287150 | $4.9M | 0.80% | 34,065 | SH |
| 27 | TJX COS INC NEW | TJX | 872540109 | $4.6M | 0.76% | 28,947 | SH |
| 28 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $4.5M | 0.75% | 22,358 | SH |
| 29 | ISHARES TR | IWV | 464287689 | $4.5M | 0.74% | 12,156 | SH |
| 30 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $4.4M | 0.72% | 16,171 | SH |
| 31 | LOCKHEED MARTIN CORP | LMT | 539830109 | $4.3M | 0.70% | 7,050 | SH |
| 32 | ISHARES TR | SHY | 464287457 | $4.1M | 0.68% | 50,218 | SH |
| 33 | NEXTERA ENERGY INC | NEE | 65339F101 | $4.1M | 0.68% | 44,367 | SH |
| 34 | BLACKROCK INC | BLK | 09290D101 | $4.1M | 0.67% | 4,273 | SH |
| 35 | BROOKFIELD CORP | BN | 11271J107 | $3.9M | 0.64% | 97,107 | SH |
| 36 | HOME DEPOT INC | HD | 437076102 | $3.7M | 0.61% | 11,344 | SH |
| 37 | ABBVIE INC | ABBV | 00287Y109 | $3.6M | 0.59% | 16,445 | SH |
| 38 | INVESCO EXCH TRADED FD TR II | BKLN | 46138G508 | $3.5M | 0.58% | 173,088 | SH |
| 39 | STRYKER CORPORATION | SYK | 863667101 | $3.4M | 0.55% | 10,226 | SH |
| 40 | ISHARES TR | IEFA | 46432F842 | $3.3M | 0.54% | 36,083 | SH |
| 41 | ISHARES TR | EEM | 464287234 | $3.2M | 0.53% | 56,505 | SH |
| 42 | MERCK & CO INC | MRK | 58933Y105 | $3.2M | 0.53% | 26,625 | SH |
| 43 | NORTHROP GRUMMAN CORP | NOC | 666807102 | $3.2M | 0.52% | 4,669 | SH |
| 44 | ARM HOLDINGS PLC | ARM | 042068205 | $3.1M | 0.51% | 20,480 | SH |
| 45 | ISHARES INC | IEMG | 46434G103 | $2.9M | 0.48% | 41,788 | SH |
| 46 | SPDR SERIES TRUST | JNK | 78468R622 | $2.6M | 0.43% | 27,231 | SH |
| 47 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $2.6M | 0.43% | 4,219 | SH |
| 48 | AMGEN INC | AMGN | 031162100 | $2.6M | 0.42% | 7,338 | SH |
| 49 | BLACKSTONE INC | BX | 09260D107 | $2.5M | 0.40% | 21,404 | SH |
| 50 | S&P GLOBAL INC | SPGI | 78409V104 | $2.4M | 0.40% | 5,709 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-28 | $609.6M | 150 | 0001172661-26-002442 |
| 2025-12-31 | 2026-01-23 | $644.9M | 153 | 0001172661-26-000289 |
| 2025-09-30 | 2025-11-21 | $636.1M | 147 | 0001172661-25-005216 |