Blue Fin Capital, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed November 21, 2025), Blue Fin Capital, Inc. reported 138 stock positions worth $515.5 million. Its top holding was Nvidia (NVDA) at 14.0% of the portfolio, followed by Apple (AAPL, 8.8%) and Microsoft (MSFT, 6.9%). Compared with Q4 2024, it opened 3 new positions, sold out of 2, added to 65 and reduced 51. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +53%) and the biggest sale Nvidia (NVDA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Warren, RI
- CIK
- 0001576102
- Portfolio Value
- $515.5M (Q1 2025)
- SEC Filing
- 0001172661-25-005215 ↗ filed Nov 21, 2025
Holdings Value
Holdings 138 stocks · $515.5M
| NVDA Nvidia Corp. | 14.05% | 668,164 | $72.4M | Reduce -3.9% |
| AAPL Apple Inc. | 8.81% | 204,435 | $45.4M | Reduce -1.2% |
| MSFT Microsoft Corp. | 6.94% | 95,240 | $35.8M | Add +0.1% |
| AMZN Amazon.com Inc. | 4.68% | 126,838 | $24.1M | Add +0.6% |
| META Meta Platforms Inc. Class A | 4.66% | 41,689 | $24.0M | Reduce -0.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.29% | 323,874 | $17.0M | Add +5.6% |
| GOOGL Alphabet Inc. Class A | 3.27% | 108,913 | $16.8M | Reduce -0.2% |
| V Visa Inc. Class A | 2.94% | 43,312 | $15.2M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 2.72% | 25,551 | $14.0M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 2.27% | 12,392 | $11.7M | Add +0.1% |
| GLD SPDR Gold Shares | 2.12% | 37,971 | $10.9M | Add +0.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.77% | 173,417 | $9.1M | Add +11.4% |
| LLY Eli Lilly & Co. | 1.76% | 11,014 | $9.1M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 1.70% | 35,815 | $8.8M | Reduce -0.0% |
| UNH Unitedhealth Group Inc. | 1.69% | 16,614 | $8.7M | Add +1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.67% | 15,348 | $8.6M | Add +52.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.64% | 15,846 | $8.4M | Add +2.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.23% | 80,510 | $6.4M | Add +6.3% |
| WMT Walmart Inc. | 1.09% | 63,722 | $5.6M | Add +0.5% |
| PFF iShares Preferred & Income S | 0.99% | 166,466 | $5.1M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.90% | 29,834 | $4.7M | Add +2.3% |
| RTX RTX Corp. | 0.84% | 32,573 | $4.3M | Add +2.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.82% | 35,990 | $4.3M | Add +2.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.81% | 11,906 | $4.2M | Add +4.4% |
| SYK Stryker Corp. | 0.81% | 11,225 | $4.2M | Add +1.7% |
| IWV iShares Russell 3000 ETF | 0.80% | 12,942 | $4.1M | Reduce -2.8% |
| BLK BlackRock Inc. | 0.75% | 4,104 | $3.9M | Reduce -0.6% |
| BN Brookfield Corp. | 0.74% | 72,933 | $3.8M | Reduce -0.1% |
| HD Home Depot Inc. | 0.74% | 10,409 | $3.8M | Add +3.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.66% | 27,921 | $3.4M | Add +9.4% |
| ARM Arm Holdings PLC-ADR | 0.64% | 31,008 | $3.3M | Add +0.5% |
| EEM iShares MSCI Emerging Market | 0.63% | 74,661 | $3.3M | Reduce -0.4% |
| JNJ Johnson & Johnson | 0.63% | 19,607 | $3.3M | Add +6.9% |
| ABBV Abbvie Inc. | 0.63% | 15,510 | $3.2M | Add +5.3% |
| BKLN Invesco Senior Loan ETF | 0.62% | 153,636 | $3.2M | Add +1.7% |
| LMT Lockheed Martin Corp. | 0.61% | 7,073 | $3.2M | Add +0.2% |
| NEE Nextera Energy Inc. | 0.58% | 42,322 | $3.0M | Reduce -0.4% |
| MRK Merck & Co. Inc. | 0.53% | 30,467 | $2.7M | Reduce -0.9% |
| JNK SS SPDR BB High Yield Bond | 0.52% | 28,257 | $2.7M | Reduce -3.5% |
| SPGI S&P Global Inc. | 0.50% | 5,089 | $2.6M | Add +2.4% |
| ISRG Intuitive Surgical Inc. | 0.48% | 5,015 | $2.5M | Add +214.0% |
| BX Blackstone Inc. | 0.47% | 17,378 | $2.4M | Add +1.3% |
| NOC Northrop Grumman Corp. | 0.47% | 4,730 | $2.4M | Reduce -2.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.46% | 28,578 | $2.4M | Add +0.1% |
| MCO Moody's Corp. | 0.45% | 4,989 | $2.3M | Add +1.0% |
| ABT Abbott Laboratories | 0.44% | 17,053 | $2.3M | Reduce -0.2% |
| ACN Accenture PLC Class A | 0.41% | 6,748 | $2.1M | Add +8.5% |
| AMD Advanced Micro Devices | 0.38% | 19,109 | $2.0M | Add +3.4% |
| TDG Transdigm Group Inc. | 0.38% | 1,400 | $1.9M | Add +1.4% |
| ITOT iShares Core S&P Total U.S. | 0.37% | 15,617 | $1.9M | Add +10.7% |
| DHI D.R. Horton Inc. | 0.37% | 14,890 | $1.9M | Add +0.9% |
| MDY State Street SPDR S&P Midcap | 0.37% | 3,547 | $1.9M | Reduce -0.3% |
| AMGN Amgen Inc. | 0.37% | 6,059 | $1.9M | Reduce -1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 44,715 | $1.9M | Add +6.8% |
| PG The Procter & Gamble Co. | 0.36% | 10,837 | $1.8M | Add +3.6% |
| IVV iShares Core S&P 500 ETF | 0.34% | 3,084 | $1.7M | Add +1.2% |
| TIP iShares Tips Bond ETF | 0.33% | 15,115 | $1.7M | Reduce -0.7% |
| SCHP Schwab U.S. Tips ETF | 0.32% | 61,382 | $1.7M | Reduce -0.6% |
| AB Alliancebernstein Holding LP | 0.30% | 40,472 | $1.6M | Add +0.8% |
| PEP Pepsico Inc. | 0.29% | 9,849 | $1.5M | Add +0.3% |
| FLOT iShares Floating Rate Bond E | 0.27% | 26,980 | $1.4M | Add +5.8% |
| BSX Boston Scientific Corp. | 0.27% | 13,559 | $1.4M | Add +23.7% |
| KO The Coca-Cola Co. | 0.26% | 18,724 | $1.3M | Reduce -2.0% |
| SHW The Sherwin-Williams Co. | 0.26% | 3,788 | $1.3M | Add +0.3% |
| IBB iShares Biotechnology ETF | 0.25% | 10,160 | $1.3M | Reduce -1.5% |
| IGV iShares Expanded Tech-Softwa | 0.25% | 14,464 | $1.3M | Add +1.6% |
| MCD McDonald's Corp. | 0.25% | 4,078 | $1.3M | Reduce -2.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 2,716 | $1.3M | Reduce -0.5% |
| AGG iShares Core U.S. Aggregate | 0.24% | 12,531 | $1.2M | Add +1.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.24% | 30,340 | $1.2M | Reduce -1.1% |
| SDY SS SPDR S&P Dividend ETF | 0.23% | 8,848 | $1.2M | Reduce -1.3% |
| NFLX Netflix Inc. | 0.23% | 1,281 | $1.2M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.22% | 15,171 | $1.1M | Add +4.0% |
| CL Colgate-Palmolive Co. | 0.22% | 12,132 | $1.1M | Reduce -0.7% |
| BAM Brookfield Asset Mgmt-A | 0.22% | 23,163 | $1.1M | Reduce -1.1% |
| SO The Southern Co. | 0.21% | 11,583 | $1.1M | Reduce -0.9% |
| IEMG iShares Core MSCI Emerging | 0.18% | 17,172 | $927K | Add +0.7% |
| ADP Automatic Data Processing | 0.18% | 3,012 | $920K | Reduce -2.6% |
| IAU iShares Gold Trust | 0.18% | 15,508 | $914K | No change |
| CVX Chevron Corp. | 0.17% | 5,120 | $857K | Add +6.0% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.16% | 11,405 | $845K | Reduce -0.2% |
| XLK SS Technology Select Sector | 0.16% | 4,082 | $843K | Add +0.1% |
| QCOM Qualcomm Inc. | 0.16% | 5,400 | $830K | Reduce -1.8% |
| CMG Chipotle Mexican Grill Inc. | 0.15% | 15,766 | $792K | Add +1.6% |
| AIA iShares Asia 50 ETF | 0.15% | 10,728 | $776K | No change |
| VGT Vanguard Info Tech ETF | 0.15% | 1,390 | $754K | Add +2.5% |
| AVGO Broadcom Inc. | 0.14% | 4,180 | $700K | Add +27.7% |
| CSCO Cisco Systems Inc. | 0.12% | 10,105 | $624K | Add +1.0% |
| LOW Lowe's Cos Inc. | 0.12% | 2,653 | $619K | Add +70.8% |
| ENB Enbridge Inc. | 0.12% | 13,941 | $618K | Add +1.9% |
| DUK Duke Energy Corp. | 0.11% | 4,769 | $582K | Add +4.3% |
| PFE Pfizer Inc. | 0.11% | 22,219 | $563K | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.11% | 4,569 | $543K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.10% | 5,701 | $516K | Reduce -1.0% |
| PCY Invesco Emerging Markets Sov | 0.10% | 25,348 | $511K | Reduce -0.3% |
| AXP American Express Co. | 0.10% | 1,824 | $491K | No change |
| VYM Vanguard High DVD Yield ETF | 0.09% | 3,593 | $463K | No change |
| PSA Public Storage | 0.09% | 1,532 | $459K | Reduce -0.6% |
| XLC SS Comm Select Sector SPDR | 0.09% | 4,689 | $452K | Add +3.7% |
| XLRE SS Real Estate Select Sector | 0.09% | 10,662 | $446K | Add +5.0% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -3.9% | 14.05% | −3.17 |
| AAPL Apple Inc. | Reduce -1.2% | 8.81% | −0.74 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 3.27% | −0.54 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.39 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -0.9% | 0.53% | −0.03 |
| BN Brookfield Corp. | Reduce -0.1% | 0.74% | −0.03 |
| BLK BlackRock Inc. | Reduce -0.6% | 0.75% | −0.03 |
| IWV iShares Russell 3000 ETF | Reduce -2.8% | 0.80% | −0.02 |
| BAM Brookfield Asset Mgmt-A | Reduce -1.1% | 0.22% | −0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -1.1% | 0.24% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.5% | 0.25% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -0.3% | 0.37% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -0.1% | 0.07% | −0.01 |
| STT State Street Corp. | Reduce -3.0% | 0.06% | −0.00 |
| PRF Invesco Rafi US 1000 ETF | Reduce -9.2% | 0.07% | −0.00 |
| PFE Pfizer Inc. | Reduce -2.3% | 0.11% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 0.08% | −0.00 |
| ITW Illinois Tool Works | Reduce -3.4% | 0.05% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.1% | 0.08% | −0.00 |
| IBB iShares Biotechnology ETF | Reduce -1.5% | 0.25% | +0.00 |
| LHX L3HARRIS Technologies Inc. | Reduce -0.7% | 0.06% | +0.00 |
| BND Vanguard Total Bond Market | Reduce -3.8% | 0.07% | +0.00 |
| XLB SS Materials Select Sector | Reduce -0.2% | 0.04% | +0.00 |
| PSA Public Storage | Reduce -0.6% | 0.09% | +0.00 |
| KLAC KLA Corp. | Reduce -2.6% | 0.04% | +0.00 |
| D Dominion Energy Inc. | Reduce -0.3% | 0.06% | +0.00 |
| NVS Novartis AG-Sponsored ADR | Reduce -6.5% | 0.04% | +0.01 |
| QCOM Qualcomm Inc. | Reduce -1.8% | 0.16% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Reduce -1.0% | 0.10% | +0.01 |
| PCY Invesco Emerging Markets Sov | Reduce -0.3% | 0.10% | +0.01 |
| JNK SS SPDR BB High Yield Bond | Reduce -3.5% | 0.52% | +0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.9% | 0.08% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.8% | 0.09% | +0.01 |
| ADP Automatic Data Processing | Reduce -2.6% | 0.18% | +0.01 |
| EEMA iShares MSCI Emerg MRKT Asia | Reduce -0.2% | 0.16% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.3% | 0.23% | +0.01 |
| CL Colgate-Palmolive Co. | Reduce -0.7% | 0.22% | +0.02 |
| NEE Nextera Energy Inc. | Reduce -0.4% | 0.58% | +0.02 |
| MCD McDonald's Corp. | Reduce -2.4% | 0.25% | +0.02 |
| SCHP Schwab U.S. Tips ETF | Reduce -0.6% | 0.32% | +0.03 |
| TIP iShares Tips Bond ETF | Reduce -0.7% | 0.33% | +0.03 |
| SO The Southern Co. | Reduce -0.9% | 0.21% | +0.03 |
| KO The Coca-Cola Co. | Reduce -2.0% | 0.26% | +0.04 |
| NOC Northrop Grumman Corp. | Reduce -2.1% | 0.47% | +0.05 |
| EEM iShares MSCI Emerging Market | Reduce -0.4% | 0.63% | +0.06 |
| AMGN Amgen Inc. | Reduce -1.4% | 0.37% | +0.07 |
| ABT Abbott Laboratories | Reduce -0.2% | 0.44% | +0.08 |
| JPM JPMorgan Chase & Co. | Reduce -0.0% | 1.70% | +0.12 |
| META Meta Platforms Inc. Class A | Reduce -0.4% | 4.66% | +0.14 |
Portfolio Buys Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +52.6% | 1.67% | +0.58 |
| GLD SPDR Gold Shares | Add +0.8% | 2.12% | +0.44 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +5.6% | 3.29% | +0.37 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.5% | 1.64% | +0.34 |
| ISRG Intuitive Surgical Inc. | Add +214.0% | 0.48% | +0.33 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +11.4% | 1.77% | +0.29 |
| COST Costco Wholesale Corp. | Add +0.1% | 2.27% | +0.18 |
| UNH Unitedhealth Group Inc. | Add +1.8% | 1.69% | +0.17 |
| RTX RTX Corp. | Add +2.6% | 0.84% | +0.16 |
| ABBV Abbvie Inc. | Add +5.3% | 0.63% | +0.15 |
| JNJ Johnson & Johnson | Add +6.9% | 0.63% | +0.14 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +6.3% | 1.23% | +0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +4.4% | 0.81% | +0.10 |
| TJX TJX Companies Inc. | Add +9.4% | 0.66% | +0.09 |
| BSX Boston Scientific Corp. | Add +23.7% | 0.27% | +0.08 |
| SYK Stryker Corp. | Add +1.7% | 0.81% | +0.08 |
| IEI iShares 3-7 Year Treasury Bo | Add +2.5% | 0.82% | +0.08 |
| TDG Transdigm Group Inc. | Add +1.4% | 0.38% | +0.05 |
| DIS The Walt Disney Co. | New | 0.05% | +0.05 |
| LOW Lowe's Cos Inc. | Add +70.8% | 0.12% | +0.05 |
| SPGI S&P Global Inc. | Add +2.4% | 0.50% | +0.05 |
| AEP American Electric Power | New | 0.04% | +0.04 |
| DE Deere & Co. | New | 0.04% | +0.04 |
| CVX Chevron Corp. | Add +6.0% | 0.17% | +0.04 |
| PG The Procter & Gamble Co. | Add +3.6% | 0.36% | +0.04 |
| ITOT iShares Core S&P Total U.S. | Add +10.7% | 0.37% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.0% | 0.22% | +0.03 |
| PFF iShares Preferred & Income S | Add +0.3% | 0.99% | +0.03 |
| BKLN Invesco Senior Loan ETF | Add +1.7% | 0.62% | +0.03 |
| WMT Walmart Inc. | Add +0.5% | 1.09% | +0.03 |
| FLOT iShares Floating Rate Bond E | Add +5.8% | 0.27% | +0.03 |
| SHY iShares 1-3 Year Treasury Bo | Add +0.1% | 0.46% | +0.03 |
| AB Alliancebernstein Holding LP | Add +0.8% | 0.30% | +0.03 |
| BAC Bank of America Corp. | Add +6.8% | 0.36% | +0.02 |
| DUK Duke Energy Corp. | Add +4.3% | 0.11% | +0.02 |
| HD Home Depot Inc. | Add +3.6% | 0.74% | +0.02 |
| SHW The Sherwin-Williams Co. | Add +0.3% | 0.26% | +0.02 |
| AGG iShares Core U.S. Aggregate | Add +1.4% | 0.24% | +0.02 |
| MCO Moody's Corp. | Add +1.0% | 0.45% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +0.7% | 0.18% | +0.02 |
| ENB Enbridge Inc. | Add +1.9% | 0.12% | +0.01 |
| CSCO Cisco Systems Inc. | Add +1.0% | 0.12% | +0.01 |
| PEP Pepsico Inc. | Add +0.3% | 0.29% | +0.01 |
| XLRE SS Real Estate Select Sector | Add +5.0% | 0.09% | +0.01 |
| O Realty Income Corp. | Add +0.0% | 0.07% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +1.8% | 0.05% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +3.7% | 0.09% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +1.2% | 0.34% | +0.01 |
| XLV SS Health Care Select Sector | Add +2.1% | 0.04% | +0.01 |
| ACN Accenture PLC Class A | Add +8.5% | 0.41% | +0.01 |
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 |