Investor
Blue Fin Capital, Inc.
CIK 0001576102 · filed 2026-05-28 · SEC filing
13F book
$609.6M
Positions
150
2 new · 5 sold
Largest name
16.3%
Nvidia Corp · NVDA
Est. mark
−$37.5M
Price effect on 148 names still held. Flow $2.23M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 569.2K | $99.3M | 16.3% | −$6.89M | Cut−$8.16M |
| Apple Inc. | AAPL | 191.6K | $48.6M | 8.0% | −$3.46M | Cut−$4.45M |
| Microsoft Corp | MSFT | 93.5K | $34.6M | 5.7% | −$10.6M | Cut−$11M |
| Alphabet Inc | — | 102.2K | $29.4M | 4.8% | −$2.6M | Cut−$3.28M |
| Amazon Com Inc | AMZN | 120.2K | $25M | 4.1% | −$2.71M | Cut−$3.11M |
| Ishares Tr | — | 440.3K | $23.1M | 3.8% | −$130.1K | Added$1.65M |
| Meta Platforms, Inc. | META | 39.5K | $22.6M | 3.7% | −$3.47M | Cut−$3.78M |
| Spdr Gold Tr | — | 40.4K | $17.4M | 2.9% | $1.37M | Cut$1.3M |
| Ishares Tr | — | 256.3K | $13.6M | 2.2% | −$154.9K | Added$995.2K |
| Costco Whsl Corp New | — | 12.1K | $12.1M | 2.0% | $1.62M | Added$1.7M |
| Visa Inc. | V | 38K | $11.5M | 1.9% | −$1.84M | Cut−$2.51M |
| Broadcom Inc. | AVGO | 36.9K | $11.4M | 1.9% | −$1.27M | Added−$609.9K |
| Mastercard Inc | MA | 22.2K | $11.1M | 1.8% | −$1.58M | Cut−$2.24M |
| Jpmorgan Chase & Co. | — | 35.5K | $10.4M | 1.7% | −$994.8K | Cut−$1.03M |
| Eli Lilly & Co | LLY | 10.1K | $9.27M | 1.5% | −$1.56M | Cut−$2.15M |
| Ishares Tr | — | 104.6K | $8.32M | 1.4% | −$107.5K | Added$213K |
| Alphabet Inc | — | 27.4K | $7.85M | 1.3% | −$737.5K | Cut−$765.7K |
| Spdr S&P 500 Etf Tr | — | 11.8K | $7.66M | 1.3% | −$370.1K | Added−$332.4K |
| Walmart Inc. | WMT | 55.3K | $6.87M | 1.1% | $711.6K | Cut$385.8K |
| Berkshire Hathaway Inc Del | — | 14.1K | $6.75M | 1.1% | −$329.6K | Cut−$366.3K |
| Ishares Tr | — | 51.4K | $6.1M | 1.0% | −$34K | Added$692.2K |
| RTX Corp | RTX | 31K | $5.97M | 1.0% | $294.2K | Cut$275.7K |
| Ishares Tr | — | 196.1K | $5.95M | 1.0% | −$117.1K | Added$280.6K |
| Johnson & Johnson | JNJ | 20.9K | $5.11M | 0.8% | $779.5K | Added$811.3K |
| Crowdstrike Hldgs Inc | — | 12.7K | $4.98M | 0.8% | −$960.4K | Added−$770.6K |
| Ishares Tr | — | 34.1K | $4.85M | 0.8% | −$181.9K | Added$527.5K |
| Tjx Cos Inc New | — | 28.9K | $4.62M | 0.8% | $174.8K | Added$215K |
| Advanced Micro Devices Inc | AMD | 22.4K | $4.55M | 0.7% | −$238.8K | Added−$222.1K |
| Ishares Tr | — | 12.2K | $4.51M | 0.7% | −$196.5K | Cut−$203.5K |
| Unitedhealth Group Inc | UNH | 16.2K | $4.38M | 0.7% | −$959.6K | Added−$946.9K |
| Lockheed Martin Corp | LMT | 7.05K | $4.26M | 0.7% | $832.2K | Added$930.7K |
| Ishares Tr | — | 50.2K | $4.15M | 0.7% | −$8.61K | Added$1.28M |
| Nextera Energy Inc | — | 44.4K | $4.12M | 0.7% | $547.4K | Added$633.4K |
| BlackRock, Inc. | BLK | 4.27K | $4.11M | 0.7% | −$449.6K | Added−$329.4K |
| Brookfield Corp | — | 97.1K | $3.93M | 0.6% | −$526.3K | Cut−$806.5K |
| Home Depot, Inc. | HD | 11.3K | $3.73M | 0.6% | −$165.5K | Added−$12.2K |
| AbbVie Inc. | ABBV | 16.4K | $3.58M | 0.6% | −$179.2K | Added−$147.2K |
| Invesco Exch Traded Fd Tr Ii | — | 173.1K | $3.53M | 0.6% | −$97.6K | Added$59.5K |
| Stryker Corp | SYK | 10.2K | $3.36M | 0.6% | −$233.6K | Cut−$240.3K |
| Ishares Tr | — | 36.1K | $3.27M | 0.5% | $30.4K | Added$721.6K |
| Ishares Tr | — | 56.5K | $3.21M | 0.5% | $117.6K | Cut−$179.3K |
| Merck & Co., Inc. | MRK | 26.6K | $3.2M | 0.5% | $400.2K | Cut$180.2K |
| Northrop Grumman Corp | — | 4.67K | $3.19M | 0.5% | $515.9K | Added$564.3K |
| Arm Holdings Plc | — | 20.5K | $3.1M | 0.5% | $859.7K | Cut$613.4K |
| Ishares Inc | — | 41.8K | $2.91M | 0.5% | $68.5K | Added$1.09M |
| Spdr Series Trust | — | 27.2K | $2.61M | 0.4% | −$40.6K | Cut−$68.6K |
| Spdr S&P Midcap 400 Etf Tr | — | 4.22K | $2.6M | 0.4% | $50.2K | Added$359.9K |
| Amgen Inc | AMGN | 7.34K | $2.58M | 0.4% | $180.1K | Cut$145.4K |
| Blackstone Inc. | BX | 21.4K | $2.46M | 0.4% | −$790.9K | Added−$652.5K |
| S&P Global Inc. | SPGI | 5.71K | $2.43M | 0.4% | −$516.3K | Added−$346.1K |
| Intuitive Surgical Inc | ISRG | 4.79K | $2.21M | 0.4% | −$502K | Added−$490.5K |
| D R Horton Inc | — | 15.4K | $2.11M | 0.3% | −$100.9K | Added−$27.1K |
| Bank America Corp | — | 43.1K | $2.1M | 0.3% | −$269.5K | Cut−$286.7K |
| Ishares Tr | — | 39.3K | $2M | 0.3% | $3.31K | Added$140.2K |
| Moodys Corp | — | 4.53K | $1.98M | 0.3% | −$338.1K | Cut−$429.6K |
| Spdr Series Trust | — | 38.5K | $1.86M | 0.3% | $48.5K | Added$303.5K |
| Abbott Labs | ABT | 17.3K | $1.78M | 0.3% | −$392.1K | Cut−$456K |
| Transdigm Group Inc | TDG | 1.53K | $1.77M | 0.3% | −$242K | Added−$116.8K |
| Ishares Tr | — | 15.6K | $1.72M | 0.3% | $6.76K | Added$71.8K |
| Pepsico Inc | PEP | 11K | $1.7M | 0.3% | $129K | Cut$125.1K |
| Ishares Tr | — | 9.99K | $1.69M | 0.3% | $792 | Added$16.8K |
| Procter And Gamble Co | PG | 11.5K | $1.66M | 0.3% | $12.7K | Added$50.4K |
| Schwab Us Tips Etf | — | 57K | $1.52M | 0.2% | $6.87K | Cut−$95.7K |
| Invesco Qqq Tr | — | 2.59K | $1.5M | 0.2% | −$96.2K | Cut−$120.8K |
| Chevron Corp New | CVX | 7.05K | $1.46M | 0.2% | $348.5K | Added$483.4K |
| Vanguard World Fd | — | 2.04K | $1.42M | 0.2% | −$102.7K | Added$38.2K |
| Vaneck Etf Trust | — | 3.65K | $1.4M | 0.2% | $15.7K | Added$1.16M |
| Sherwin Williams Co | SHW | 4.14K | $1.33M | 0.2% | −$13.5K | Added$41.7K |
| Southern Co | — | 13.2K | $1.27M | 0.2% | $122.6K | Cut$120.6K |
| Spdr Series Trust | — | 8.58K | $1.25M | 0.2% | $58.2K | Cut$55.4K |
| Micron Technology Inc | MU | 3.58K | $1.21M | 0.2% | $183.7K | Added$208K |
| Ishares Gold Tr | — | 13.6K | $1.19M | 0.2% | $94.7K | Cut−$54.8K |
| Coca Cola Co | KO | 15.7K | $1.19M | 0.2% | $96.3K | Cut$3.83K |
| Mcdonalds Corp | MCD | 3.75K | $1.17M | 0.2% | $19.4K | Cut−$11.2K |
| Netflix Inc | NFLX | 11.9K | $1.15M | 0.2% | $28.5K | Held |
| Colgate Palmolive Co | CL | 11.8K | $1.01M | 0.2% | $70.3K | Added$114.8K |
| Ishares Inc | — | 10.5K | $1.01M | 0.2% | $18.1K | Cut$5.33K |
| Alliancebernstein Hldg L P | — | 26.7K | $1M | 0.2% | −$26.4K | Added$21.5K |
| Accenture Plc Ireland | — | 5.03K | $997K | 0.2% | −$352K | Cut−$429.8K |
| Exxon Mobil Corp | — | 5.8K | $984.7K | 0.2% | $286.3K | Cut$285.3K |
| Ishares Tr | — | 8.9K | $944.8K | 0.2% | $76.9K | Cut−$4.61K |
| Brookfield Asset Managmt Ltd | — | 21K | $932.8K | 0.2% | −$166.6K | Cut−$170.9K |
| Boston Scientific Corp | BSX | 14.8K | $928.4K | 0.2% | −$427K | Added−$320.6K |
| Enbridge Inc | — | 16.9K | $915.1K | 0.1% | $101.2K | Added$148.5K |
| Ishares Tr | — | 8.8K | $873.8K | 0.1% | −$5.27K | Cut−$29.4K |
| Select Sector Spdr Tr | — | 7.61K | $843.5K | 0.1% | −$45.5K | Added$62.2K |
| Asml Holding N V | — | 538 | $710.6K | 0.1% | $110.4K | Added$239.9K |
| Cisco Sys Inc | — | 9.08K | $704.3K | 0.1% | $5.1K | Cut−$136.2K |
| Ww Grainger Inc | — | 619 | $675.2K | 0.1% | $50.6K | Cut$47.6K |
| Ishares Tr | — | 6.7K | $629.4K | 0.1% | −$14.5K | Added$34.8K |
| Duke Energy Corp New | — | 4.72K | $618.1K | 0.1% | $64.8K | Held |
| Lowes Cos Inc | — | 2.57K | $607.2K | 0.1% | −$10.1K | Added$109.7K |
| Marathon Pete Corp | — | 2.41K | $589K | 0.1% | $196.7K | Cut$195.1K |
| Vanguard Whitehall Fds | — | 3.59K | $532.1K | 0.1% | $16.5K | Held |
| Textron Inc | TXT | 6.01K | $526.6K | 0.1% | $2.43K | Cut$1.47K |
| Invesco Exch Traded Fd Tr Ii | — | 25.2K | $526.5K | 0.1% | −$19.1K | Cut−$19.3K |
| Qualcomm Inc | — | 4.03K | $519K | 0.1% | −$170.3K | Cut−$292.7K |
| Tesla, Inc. | TSLA | 1.38K | $514.5K | 0.1% | −$107.9K | Held |
| Deere & Co | DE | 903 | $508.7K | 0.1% | $88.3K | Held |
| Select Sector Spdr Tr | — | 3.75K | $498.2K | 0.1% | −$41.4K | Cut−$412.4K |
| Morgan Stanley | — | 2.96K | $487.9K | 0.1% | −$38.4K | Held |
| Vanguard Index Fds | — | 1.47K | $470.9K | 0.1% | −$20.9K | Cut−$21.9K |
| Ishares Tr | — | 2.52K | $457.9K | 0.1% | −$44.6K | Added−$29.9K |
| Ishares Tr | — | 701 | $457.9K | 0.1% | −$22.2K | Held |
| Pfizer Inc | PFE | 16K | $449.8K | 0.1% | $51K | Cut$50.4K |
| Automatic Data Processing In | — | 2.21K | $448.6K | 0.1% | −$119.1K | Cut−$133.7K |
| Kla Corp | KLAC | 304 | $447.6K | 0.1% | $78.2K | Cut$70.9K |
| Welltower Inc. | WELL | 2.2K | $434.2K | 0.1% | $26.6K | Held |
| Invesco Exchange Traded Fd T | — | 8.88K | $422.2K | 0.1% | $5.42K | Held |
| Vanguard Bd Index Fds | — | 5.73K | $422.2K | 0.1% | −$2.45K | Added$2.04K |
| Select Sector Spdr Tr | — | 10.3K | $419.8K | 0.1% | $4.27K | Added$60.9K |
| Palantir Technologies Inc. | PLTR | 2.85K | $416.8K | 0.1% | −$89.7K | Held |
| Ge Aerospace | — | 1.45K | $411.8K | 0.1% | −$30.4K | Added$26.1K |
| Ishares Tr | — | 962 | $410.6K | 0.1% | −$44.7K | Cut−$47.5K |
| Palo Alto Networks Inc | PANW | 2.54K | $406.6K | 0.1% | −$54.5K | Added−$13.6K |
| State Str Corp | — | 3.08K | $389.8K | 0.1% | −$7.55K | Held |
| Realty Income Corp | O | 6.24K | $381.6K | 0.1% | $30K | Cut$24.4K |
| Select Sector Spdr Tr | — | 7.51K | $375.4K | 0.1% | $28.3K | Added$98.1K |
| Vanguard World Fd | — | 2.09K | $375.3K | 0.1% | −$28.7K | Cut−$38.6K |
| Vanguard World Fd | — | 1.04K | $374.2K | 0.1% | −$31.9K | Added$13.7K |
| Eaton Corp Plc | ETN | 1K | $357.7K | 0.1% | $39.2K | Held |
| Select Sector Spdr Tr | — | 2.41K | $353.3K | 0.1% | −$17.8K | Added$17.1K |
| Thermo Fisher Scientific Inc. | TMO | 702 | $345.1K | 0.1% | −$61.7K | Cut−$69.8K |
| Public Storage Oper Co | — | 1.26K | $342.1K | 0.1% | $14.4K | Cut$12.3K |
| Waste Mgmt Inc Del | — | 1.48K | $339.6K | 0.1% | — | New |
| Chipotle Mexican Grill Inc | CMG | 10.1K | $324.5K | 0.1% | −$50.6K | Cut−$108.9K |
| Dominion Energy, Inc | D | 5.23K | $323.5K | 0.1% | $16.8K | Added$18.7K |
| Bristol-Myers Squibb Co | — | 5.25K | $318.1K | 0.1% | $35.2K | Cut−$51.7K |
| Carpenter Technology Corp | CRS | 795 | $313.3K | 0.1% | $63.1K | Cut$61.8K |
| Applied Matls Inc | — | 906 | $309.7K | 0.1% | $76.8K | Held |
| Enterprise Prods Partners L | — | 8.03K | $303.8K | 0.1% | $46.4K | Held |
| Ishares Tr | — | 3.12K | $302.7K | 0.1% | $3.51K | Cut−$93.9K |
| American Elec Pwr Co Inc | — | 2.3K | $301.2K | 0.0% | $36.2K | Held |
| Oracle Corp | — | 2.04K | $300.3K | 0.0% | −$97.4K | Cut−$151K |
| Fidelity Covington Trust | — | 4.29K | $292.2K | 0.0% | −$22.1K | Held |
| Vaneck Etf Trust | — | 1.54K | $290.3K | 0.0% | −$1.92K | Held |
| Ishares Silver Tr | — | 4.25K | $289.9K | 0.0% | $15.6K | Added$19.3K |
| Vanguard Index Fds | — | 469 | $280.8K | 0.0% | −$13.6K | Cut−$16.1K |
| Eversource Energy | ES | 4K | $277.2K | 0.0% | $7.59K | Added$16.7K |
| L3harris Technologies Inc | — | 789 | $272.4K | 0.0% | $40.7K | Cut−$46K |
| GE Vernova Inc. | GEV | 312 | $272.3K | 0.0% | $68.4K | Cut$67.8K |
| International Business Machs | — | 1.1K | $266.9K | 0.0% | −$53.9K | Added−$29.6K |
| Disney Walt Co | — | 2.74K | $264.3K | 0.0% | −$47.6K | Held |
| Texas Pacific Land Corporati | — | 534 | $253.4K | 0.0% | — | New |
| Wells Fargo Co New | — | 3.18K | $253.2K | 0.0% | −$43.1K | Cut−$43.2K |
| American Express Co | AXP | 808 | $244.7K | 0.0% | −$54.1K | Cut−$274.6K |
| Illinois Tool Wks Inc | — | 931 | $242.3K | 0.0% | $13K | Cut$11.8K |
| Spdr Dow Jones Indl Average | — | 515 | $238.5K | 0.0% | −$8.95K | Held |
| Edwards Lifesciences Corp | EW | 2.72K | $217.8K | 0.0% | −$14.1K | Cut−$15.3K |
| Cummins Inc | CMI | 400 | $215.2K | 0.0% | $11K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.