Blue Fin Capital, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 18, 2025), Blue Fin Capital, Inc. reported 137 stock positions worth $542.6 million. Its top holding was Nvidia (NVDA) at 17.2% of the portfolio, followed by Apple (AAPL, 9.6%) and Microsoft (MSFT, 7.4%). Compared with Q3 2024, it opened 4 new positions, sold out of 6, added to 53 and reduced 67. The biggest buy was Amazon.com (AMZN, shares +0%) and the biggest sale Unitedhealth (UNH, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Warren, RI
- CIK
- 0001576102
- Portfolio Value
- $542.6M (Q4 2024)
- SEC Filing
- 0001172661-25-001324 ↗ filed Feb 18, 2025
Holdings Value
Holdings 137 stocks · $542.6M
| NVDA Nvidia Corp. | 17.21% | 695,534 | $93.4M | Reduce -1.3% |
| AAPL Apple Inc. | 9.55% | 206,997 | $51.8M | Reduce -0.6% |
| MSFT Microsoft Corp. | 7.39% | 95,112 | $40.1M | Add +1.0% |
| AMZN Amazon.com Inc. | 5.10% | 126,121 | $27.7M | Add +0.0% |
| META Meta Platforms Inc. Class A | 4.52% | 41,875 | $24.5M | Add +2.5% |
| GOOGL Alphabet Inc. Class A | 3.81% | 109,177 | $20.7M | Reduce -0.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.92% | 306,619 | $15.9M | Add +7.0% |
| V Visa Inc. Class A | 2.53% | 43,453 | $13.7M | Add +0.2% |
| MA Mastercard Inc. Class A | 2.49% | 25,685 | $13.5M | Add +0.6% |
| COST Costco Wholesale Corp. | 2.09% | 12,373 | $11.3M | Add +0.4% |
| GLD SPDR Gold Shares | 1.68% | 37,671 | $9.1M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 1.58% | 35,819 | $8.6M | Add +0.8% |
| LLY Eli Lilly & Co. | 1.58% | 11,088 | $8.6M | Add +0.1% |
| UNH Unitedhealth Group Inc. | 1.52% | 16,319 | $8.3M | Reduce -0.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.48% | 155,603 | $8.0M | Add +11.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.29% | 15,466 | $7.0M | Reduce -0.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.10% | 75,724 | $6.0M | Add +18.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.09% | 10,055 | $5.9M | Reduce -0.1% |
| WMT Walmart Inc. | 1.06% | 63,385 | $5.7M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 1.02% | 29,153 | $5.6M | Reduce -1.7% |
| PFF iShares Preferred & Income S | 0.96% | 166,034 | $5.2M | Add +0.4% |
| IWV iShares Russell 3000 ETF | 0.82% | 13,320 | $4.5M | Reduce -0.1% |
| BLK BlackRock Inc. | 0.78% | 4,127 | $4.2M | Reduce -0.5% |
| BN Brookfield Corp. | 0.77% | 72,999 | $4.2M | Reduce -1.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.75% | 35,098 | $4.1M | Add +6.1% |
| SYK Stryker Corp. | 0.73% | 11,034 | $4.0M | Add +1.4% |
| HD Home Depot Inc. | 0.72% | 10,042 | $3.9M | Add +8.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.72% | 11,404 | $3.9M | Add +5.2% |
| ARM Arm Holdings PLC-ADR | 0.70% | 30,864 | $3.8M | Add +5.5% |
| RTX RTX Corp. | 0.68% | 31,742 | $3.7M | Reduce -0.1% |
| LMT Lockheed Martin Corp. | 0.63% | 7,059 | $3.4M | Reduce -0.7% |
| BKLN Invesco Senior Loan ETF | 0.59% | 151,100 | $3.2M | Reduce -5.9% |
| EEM iShares MSCI Emerging Market | 0.58% | 74,939 | $3.1M | Reduce -3.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.57% | 25,515 | $3.1M | Add +1.2% |
| MRK Merck & Co. Inc. | 0.56% | 30,749 | $3.1M | Reduce 0.0% |
| NEE Nextera Energy Inc. | 0.56% | 42,481 | $3.0M | Add +0.9% |
| BX Blackstone Inc. | 0.55% | 17,160 | $3.0M | Add +0.2% |
| JNK SS SPDR BB High Yield Bond | 0.51% | 29,266 | $2.8M | Reduce -16.0% |
| JNJ Johnson & Johnson | 0.49% | 18,340 | $2.7M | Reduce -4.3% |
| ABBV Abbvie Inc. | 0.48% | 14,726 | $2.6M | Reduce -0.1% |
| SPGI S&P Global Inc. | 0.46% | 4,972 | $2.5M | Add +6.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.43% | 28,540 | $2.3M | Reduce -1.6% |
| MCO Moody's Corp. | 0.43% | 4,940 | $2.3M | Add +2.1% |
| NOC Northrop Grumman Corp. | 0.42% | 4,834 | $2.3M | Reduce -1.6% |
| AMD Advanced Micro Devices | 0.41% | 18,488 | $2.2M | Reduce -11.3% |
| ACN Accenture PLC Class A | 0.40% | 6,217 | $2.2M | Reduce -1.5% |
| ADBE Adobe Inc. | 0.39% | 4,737 | $2.1M | Reduce -6.3% |
| DHI D.R. Horton Inc. | 0.38% | 14,760 | $2.1M | Add +1.1% |
| MDY State Street SPDR S&P Midcap | 0.37% | 3,559 | $2.0M | Add +1.4% |
| ABT Abbott Laboratories | 0.36% | 17,091 | $1.9M | Reduce -2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 41,878 | $1.8M | Reduce -0.5% |
| ITOT iShares Core S&P Total U.S. | 0.33% | 14,110 | $1.8M | Add +0.4% |
| IVV iShares Core S&P 500 ETF | 0.33% | 3,048 | $1.8M | No change |
| PG The Procter & Gamble Co. | 0.32% | 10,456 | $1.8M | Add +1.9% |
| TDG Transdigm Group Inc. | 0.32% | 1,380 | $1.7M | Add +7.3% |
| TIP iShares Tips Bond ETF | 0.30% | 15,218 | $1.6M | Reduce -1.9% |
| AMGN Amgen Inc. | 0.29% | 6,142 | $1.6M | Add +30.4% |
| SCHP Schwab U.S. Tips ETF | 0.29% | 61,738 | $1.6M | Reduce -5.2% |
| PEP Pepsico Inc. | 0.28% | 9,822 | $1.5M | Add +3.1% |
| AB Alliancebernstein Holding LP | 0.27% | 40,148 | $1.5M | Reduce -4.7% |
| IGV iShares Expanded Tech-Softwa | 0.26% | 14,240 | $1.4M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 2,730 | $1.4M | Reduce -3.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.25% | 30,666 | $1.4M | Reduce -0.4% |
| IBB iShares Biotechnology ETF | 0.25% | 10,319 | $1.4M | Reduce -1.5% |
| FLOT iShares Floating Rate Bond E | 0.24% | 25,505 | $1.3M | Add +2.1% |
| SHW The Sherwin-Williams Co. | 0.24% | 3,778 | $1.3M | Add +2.3% |
| BAM Brookfield Asset Mgmt-A | 0.23% | 23,421 | $1.3M | Reduce -1.6% |
| MCD McDonald's Corp. | 0.22% | 4,179 | $1.2M | Reduce -4.3% |
| AGG iShares Core U.S. Aggregate | 0.22% | 12,362 | $1.2M | Add +0.3% |
| KO The Coca-Cola Co. | 0.22% | 19,106 | $1.2M | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.22% | 8,968 | $1.2M | Add +0.1% |
| NFLX Netflix Inc. | 0.21% | 1,281 | $1.1M | Reduce -2.1% |
| CL Colgate-Palmolive Co. | 0.20% | 12,211 | $1.1M | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.19% | 14,586 | $1.0M | Add +0.7% |
| BSX Boston Scientific Corp. | 0.18% | 10,963 | $979K | Add +5.3% |
| SO The Southern Co. | 0.18% | 11,685 | $962K | Add +1.6% |
| XLK SS Technology Select Sector | 0.17% | 4,076 | $948K | Add +0.2% |
| CMG Chipotle Mexican Grill Inc. | 0.17% | 15,514 | $936K | Add +3.8% |
| ADP Automatic Data Processing | 0.17% | 3,091 | $905K | No change |
| IEMG iShares Core MSCI Emerging | 0.16% | 17,053 | $891K | Add +1.8% |
| QCOM Qualcomm Inc. | 0.16% | 5,499 | $845K | Reduce -1.7% |
| VGT Vanguard Info Tech ETF | 0.16% | 1,356 | $843K | Add +1.6% |
| ISRG Intuitive Surgical Inc. | 0.15% | 1,597 | $834K | Add +13.6% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.15% | 11,426 | $819K | Reduce -0.1% |
| IAU iShares Gold Trust | 0.14% | 15,508 | $768K | No change |
| AVGO Broadcom Inc. | 0.14% | 3,273 | $759K | Add +22.8% |
| AIA iShares Asia 50 ETF | 0.13% | 10,728 | $728K | Reduce -0.0% |
| CVX Chevron Corp. | 0.13% | 4,828 | $699K | Reduce -37.8% |
| PFE Pfizer Inc. | 0.11% | 22,732 | $603K | Reduce -8.8% |
| CSCO Cisco Systems Inc. | 0.11% | 10,005 | $592K | Reduce -0.5% |
| ENB Enbridge Inc. | 0.11% | 13,688 | $581K | Add +3.1% |
| AXP American Express Co. | 0.10% | 1,824 | $541K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.09% | 5,756 | $513K | Reduce -1.9% |
| PCY Invesco Emerging Markets Sov | 0.09% | 25,422 | $504K | Reduce -7.1% |
| DUK Duke Energy Corp. | 0.09% | 4,573 | $493K | Add +6.3% |
| XOM Exxon Mobil Corp. | 0.09% | 4,569 | $491K | Add +20.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.09% | 446 | $470K | New |
| PSA Public Storage | 0.09% | 1,541 | $461K | Reduce -3.3% |
| VYM Vanguard High DVD Yield ETF | 0.08% | 3,593 | $458K | No change |
| XLC SS Comm Select Sector SPDR | 0.08% | 4,523 | $438K | Reduce -1.6% |
Portfolio Sells Q3 2024 → Q4 2024
| UNH Unitedhealth Group Inc. | Reduce -0.5% | 1.52% | −0.30 |
| AMD Advanced Micro Devices | Reduce -11.3% | 0.41% | −0.24 |
| LMT Lockheed Martin Corp. | Reduce -0.7% | 0.63% | −0.16 |
| JNK SS SPDR BB High Yield Bond | Reduce -16.0% | 0.51% | −0.13 |
| ADBE Adobe Inc. | Reduce -6.3% | 0.39% | −0.11 |
| JNJ Johnson & Johnson | Reduce -4.3% | 0.49% | −0.10 |
| MRK Merck & Co. Inc. | Reduce 0.0% | 0.56% | −0.10 |
| EEM iShares MSCI Emerging Market | Reduce -3.4% | 0.58% | −0.10 |
| CVX Chevron Corp. | Reduce -37.8% | 0.13% | −0.09 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.08 |
| NOC Northrop Grumman Corp. | Reduce -1.6% | 0.42% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 1.29% | −0.07 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.48% | −0.07 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.06 |
| DE Deere & Co. | Sold out | 0.00% | −0.06 |
| RTX RTX Corp. | Reduce -0.1% | 0.68% | −0.05 |
| BKLN Invesco Senior Loan ETF | Reduce -5.9% | 0.59% | −0.05 |
| ARE Alexandria Real Estate Equit | Sold out | 0.00% | −0.05 |
| AEP American Electric Power | Sold out | 0.00% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -1.3% | 0.20% | −0.04 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.04 |
| IBB iShares Biotechnology ETF | Reduce -1.5% | 0.25% | −0.04 |
| SCHP Schwab U.S. Tips ETF | Reduce -5.2% | 0.29% | −0.04 |
| MCD McDonald's Corp. | Reduce -4.3% | 0.22% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -1.6% | 0.43% | −0.03 |
| TIP iShares Tips Bond ETF | Reduce -1.9% | 0.30% | −0.03 |
| PFE Pfizer Inc. | Reduce -8.8% | 0.11% | −0.03 |
| PSA Public Storage | Reduce -3.3% | 0.09% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -1.7% | 0.16% | −0.03 |
| ABT Abbott Laboratories | Reduce -2.1% | 0.36% | −0.02 |
| ACN Accenture PLC Class A | Reduce -1.5% | 0.40% | −0.02 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.8% | 0.08% | −0.02 |
| D Dominion Energy Inc. | Reduce -19.7% | 0.05% | −0.02 |
| EEMA iShares MSCI Emerg MRKT Asia | Reduce -0.1% | 0.15% | −0.02 |
| PCY Invesco Emerging Markets Sov | Reduce -7.1% | 0.09% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -18.3% | 0.08% | −0.02 |
| O Realty Income Corp. | Reduce -1.5% | 0.06% | −0.02 |
| AIA iShares Asia 50 ETF | Reduce -0.0% | 0.13% | −0.01 |
| KLAC KLA Corp. | Reduce -5.0% | 0.04% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -5.3% | 0.05% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -9.2% | 0.07% | −0.01 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.4% | 0.25% | −0.01 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -2.4% | 0.04% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 1.09% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.5% | 0.07% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Reduce -1.9% | 0.09% | −0.01 |
| BBH Vaneck Biotech ETF | Reduce -3.3% | 0.05% | −0.01 |
| NVS Novartis AG-Sponsored ADR | Reduce -0.9% | 0.04% | −0.01 |
| XLB SS Materials Select Sector | Reduce -1.1% | 0.04% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -0.1% | 0.82% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| AMZN Amazon.com Inc. | Add +0.0% | 5.10% | +0.64 |
| V Visa Inc. Class A | Add +0.2% | 2.53% | +0.27 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 1.58% | +0.16 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +5.2% | 0.72% | +0.14 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +18.4% | 1.10% | +0.12 |
| MA Mastercard Inc. Class A | Add +0.6% | 2.49% | +0.10 |
| GWW WW Grainger Inc. | New | 0.09% | +0.09 |
| META Meta Platforms Inc. Class A | Add +2.5% | 4.52% | +0.08 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +11.8% | 1.48% | +0.06 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +7.0% | 2.92% | +0.05 |
| AVGO Broadcom Inc. | Add +22.8% | 0.14% | +0.05 |
| BX Blackstone Inc. | Add +0.2% | 0.55% | +0.05 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.04% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | New | 0.04% | +0.04 |
| SMH Vaneck Semiconductor ETF | New | 0.04% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +13.6% | 0.15% | +0.02 |
| IGV iShares Expanded Tech-Softwa | Add +0.5% | 0.26% | +0.02 |
| BSX Boston Scientific Corp. | Add +5.3% | 0.18% | +0.01 |
| COST Costco Wholesale Corp. | Add +0.4% | 2.09% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +3.8% | 0.17% | +0.01 |
| HD Home Depot Inc. | Add +8.6% | 0.72% | +0.01 |
| AMGN Amgen Inc. | Add +30.4% | 0.29% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +1.6% | 0.16% | +0.01 |
| XOM Exxon Mobil Corp. | Add +20.1% | 0.09% | +0.01 |
| TJX TJX Companies Inc. | Add +1.2% | 0.57% | +0.01 |
| ENB Enbridge Inc. | Add +3.1% | 0.11% | +0.00 |
| ORCL Oracle Corp. | Add +9.6% | 0.07% | +0.00 |
| TXT Textron Inc. | Add +23.9% | 0.07% | +0.00 |
| IYW iShares Ustechnology ETF | Add +1.0% | 0.07% | +0.00 |
| XLK SS Technology Select Sector | Add +0.2% | 0.17% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Add +0.4% | 0.33% | −0.00 |
| SPGI S&P Global Inc. | Add +6.7% | 0.46% | −0.00 |
| XLRE SS Real Estate Select Sector | Add +10.7% | 0.08% | −0.00 |
| FLOT iShares Floating Rate Bond E | Add +2.1% | 0.24% | −0.00 |
| DUK Duke Energy Corp. | Add +6.3% | 0.09% | −0.00 |
| IEI iShares 3-7 Year Treasury Bo | Add +6.1% | 0.75% | −0.00 |
| XLV SS Health Care Select Sector | Add +3.4% | 0.04% | −0.00 |
| MCO Moody's Corp. | Add +2.1% | 0.43% | −0.01 |
| MDY State Street SPDR S&P Midcap | Add +1.4% | 0.37% | −0.01 |
| PG The Procter & Gamble Co. | Add +1.9% | 0.32% | −0.01 |
| SYK Stryker Corp. | Add +1.4% | 0.73% | −0.01 |
| AGG iShares Core U.S. Aggregate | Add +0.3% | 0.22% | −0.02 |
| IEMG iShares Core MSCI Emerging | Add +1.8% | 0.16% | −0.02 |
| SO The Southern Co. | Add +1.6% | 0.18% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Add +0.1% | 0.22% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.7% | 0.19% | −0.03 |
| TDG Transdigm Group Inc. | Add +7.3% | 0.32% | −0.03 |
| SHW The Sherwin-Williams Co. | Add +2.3% | 0.24% | −0.03 |
| PEP Pepsico Inc. | Add +3.1% | 0.28% | −0.03 |
| KO The Coca-Cola Co. | Add +0.1% | 0.22% | −0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 164 | $691.8M | NVDA, AAPL, GOOGL, MSFT, AMZN |
| Q1 2026 | 150 | $609.6M | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q4 2025 | 153 | $644.9M | NVDA, AAPL, MSFT, GOOGL, AMZN |
| Q3 2025 | 147 | $636.1M | NVDA, AAPL, MSFT, META, AMZN |
| Q2 2025 | 144 | $587.3M | NVDA, MSFT, AAPL, META, AMZN |
| Q1 2025 | 138 | $515.5M | NVDA, AAPL, MSFT, AMZN, META |
| Q4 2024 | 137 | $542.6M | NVDA, AAPL, MSFT, AMZN, META |
| Q3 2024 | 139 | $526.3M | NVDA, AAPL, MSFT, AMZN, META |
| Q2 2024 | 143 | $500.8M | NVDA, AAPL, MSFT, AMZN, META |
| Q1 2024 | 139 | $448.5M | NVDA, MSFT, AAPL, AMZN, META |