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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $448.5M Q1 2024 Q2 2024: $500.8M Q2 2024 Q3 2024: $526.3M Q3 2024 Q4 2024: $542.6M Q4 2024 Q1 2025: $515.5M $515.5M Q1 2025 Q2 2025: $587.3M Q2 2025 Q3 2025: $636.1M Q3 2025 Q4 2025: $644.9M Q4 2025 Q1 2026: $609.6M Q1 2026 Q2 2026: $691.8M Q2 2026

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%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.09% 446 $441K No change
BMY Bristol-Myers Squibb Co. 0.09% 7,213 $440K Reduce -0.8%
EFA iShares MSCI Eafe ETF 0.08% 5,038 $412K Reduce -0.9%
TMO Thermo Fisher Scientific Inc. 0.08% 820 $408K Reduce -1.1%
VTI VG Morningstar TS MKT ETF-US 0.08% 1,470 $404K Reduce -0.7%
PANW Palo Alto Networks Inc. 0.08% 2,324 $397K No change
SRLN SS Blackstone Sr Loan ETF 0.07% 9,404 $387K No change
O Realty Income Corp. 0.07% 6,531 $379K Add +0.0%
TXT Textron Inc. 0.07% 5,190 $375K No change
PRF Invesco Rafi US 1000 ETF 0.07% 9,079 $367K Reduce -9.2%
BND Vanguard Total Bond Market 0.07% 4,922 $362K Reduce -3.8%
ES Eversource Energy 0.07% 5,681 $353K No change
ORCL Oracle Corp. 0.07% 2,517 $352K Add +4.1%
IYW iShares Ustechnology ETF 0.07% 2,498 $351K Reduce -0.1%
IWF iShares Russell 1000 Growth 0.07% 970 $350K Add +0.1%
MS Morgan Stanley 0.07% 2,965 $346K No change
WELL Welltower Inc. 0.07% 2,210 $339K No change
VOX Vanguard Communication Servi 0.06% 2,100 $312K Add +1.9%
D Dominion Energy Inc. 0.06% 5,303 $297K Reduce -0.3%
LHX L3HARRIS Technologies Inc. 0.06% 1,395 $292K Reduce -0.7%
EPD Enterprise Products Partners 0.06% 8,529 $291K No change
STT State Street Corp. 0.06% 3,208 $287K Reduce -3.0%
ITW Illinois Tool Works 0.05% 1,099 $273K Reduce -3.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 2,741 $271K New
YUM Yum! Brands Inc. 0.05% 1,682 $265K No change
VCR Vanguard Consumer Discre ETF 0.05% 763 $248K Add +1.9%
BBH Vaneck Biotech ETF 0.05% 1,570 $247K No change
PLTR Palantir Technologies Inc. Class A 0.05% 2,807 $237K Add +1.8%
AEP American Electric Power 0.04% 2,114 $231K New
NVS Novartis AG-Sponsored ADR 0.04% 2,056 $229K Reduce -6.5%
KLAC KLA Corp. 0.04% 335 $228K Reduce -2.6%
XLV SS Health Care Select Sector 0.04% 1,553 $227K Add +2.1%
ASML ASML Holding NV-NY Reg SHS 0.04% 340 $225K Add +2.1%
XLB SS Materials Select Sector 0.04% 2,603 $224K Reduce -0.2%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.04% 530 $223K No change
DE Deere & Co. 0.04% 466 $219K New
GBTC Grayscale Bitcoin Trust ETF 0.04% 3,107 $202K No change
GGG Graco Inc. 0.04% 2,400 $200K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 164$691.8MNVDA, AAPL, GOOGL, MSFT, AMZN
Q1 2026 150$609.6MNVDA, AAPL, MSFT, GOOGL, AMZN
Q4 2025 153$644.9MNVDA, AAPL, MSFT, GOOGL, AMZN
Q3 2025 147$636.1MNVDA, AAPL, MSFT, META, AMZN
Q2 2025 144$587.3MNVDA, MSFT, AAPL, META, AMZN
Q1 2025 138$515.5MNVDA, AAPL, MSFT, AMZN, META
Q4 2024 137$542.6MNVDA, AAPL, MSFT, AMZN, META
Q3 2024 139$526.3MNVDA, AAPL, MSFT, AMZN, META
Q2 2024 143$500.8MNVDA, AAPL, MSFT, AMZN, META
Q1 2024 139$448.5MNVDA, MSFT, AAPL, AMZN, META