Blue Fin Capital, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Blue Fin Capital, Inc. reported 144 stock positions worth $587.3 million. Its top holding was Nvidia (NVDA) at 18.0% of the portfolio, followed by Microsoft (MSFT, 8.3%) and Apple (AAPL, 7.1%). Compared with Q1 2025, it opened 8 new positions, sold out of 2, added to 58 and reduced 61. The biggest buy was Nvidia (NVDA, shares +0%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Warren, RI
- CIK
- 0001576102
- Portfolio Value
- $587.3M (Q2 2025)
- SEC Filing
- 0001172661-25-003106 ↗ filed Aug 13, 2025
Holdings Value
Holdings 144 stocks · $587.3M
| NVDA Nvidia Corp. | 18.02% | 669,910 | $105.8M | Add +0.3% |
| MSFT Microsoft Corp. | 8.29% | 97,919 | $48.7M | Add +2.8% |
| AAPL Apple Inc. | 7.09% | 202,850 | $41.6M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 5.32% | 42,346 | $31.3M | Add +1.6% |
| AMZN Amazon.com Inc. | 4.80% | 128,584 | $28.2M | Add +1.4% |
| GOOGL Alphabet Inc. Class A | 3.25% | 108,334 | $19.1M | Reduce -0.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.03% | 336,793 | $17.8M | Add +4.0% |
| V Visa Inc. Class A | 2.60% | 43,060 | $15.3M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 2.43% | 25,392 | $14.3M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 2.10% | 12,466 | $12.3M | Add +0.6% |
| GLD SPDR Gold Shares | 1.99% | 38,403 | $11.7M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 1.79% | 36,270 | $10.5M | Add +1.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.65% | 181,330 | $9.7M | Add +4.6% |
| LLY Eli Lilly & Co. | 1.47% | 11,047 | $8.6M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.31% | 12,423 | $7.7M | Reduce -19.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.30% | 15,747 | $7.6M | Reduce -0.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.15% | 83,823 | $6.8M | Add +4.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.06% | 12,222 | $6.2M | Add +2.6% |
| WMT Walmart Inc. | 1.05% | 62,881 | $6.1M | Reduce -1.3% |
| ARM Arm Holdings PLC-ADR | 0.91% | 32,878 | $5.3M | Add +6.0% |
| UNH Unitedhealth Group Inc. | 0.89% | 16,720 | $5.2M | Add +0.6% |
| PFF iShares Preferred & Income S | 0.87% | 166,860 | $5.1M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.85% | 28,310 | $5.0M | Reduce -5.1% |
| RTX RTX Corp. | 0.81% | 32,450 | $4.7M | Reduce -0.4% |
| BN Brookfield Corp. | 0.77% | 72,946 | $4.5M | Add +0.0% |
| SYK Stryker Corp. | 0.76% | 11,335 | $4.5M | Add +1.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.76% | 37,288 | $4.4M | Add +3.6% |
| BLK BlackRock Inc. | 0.74% | 4,134 | $4.3M | Add +0.7% |
| IWV iShares Russell 3000 ETF | 0.73% | 12,285 | $4.3M | Reduce -5.1% |
| HD Home Depot Inc. | 0.65% | 10,418 | $3.8M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.59% | 28,299 | $3.5M | Add +1.4% |
| AVGO Broadcom Inc. | 0.59% | 12,646 | $3.5M | Add +202.5% |
| EEM iShares MSCI Emerging Market | 0.56% | 67,923 | $3.3M | Reduce -9.0% |
| LMT Lockheed Martin Corp. | 0.56% | 7,063 | $3.3M | Reduce -0.1% |
| BKLN Invesco Senior Loan ETF | 0.55% | 154,470 | $3.2M | Add +0.5% |
| JNJ Johnson & Johnson | 0.54% | 20,744 | $3.2M | Add +5.8% |
| AMD Advanced Micro Devices | 0.53% | 21,959 | $3.1M | Add +14.9% |
| ABBV Abbvie Inc. | 0.52% | 16,527 | $3.1M | Add +6.6% |
| BX Blackstone Inc. | 0.51% | 20,149 | $3.0M | Add +15.9% |
| NEE Nextera Energy Inc. | 0.51% | 43,244 | $3.0M | Add +2.2% |
| ITOT iShares Core S&P Total U.S. | 0.50% | 21,698 | $2.9M | Add +38.9% |
| ISRG Intuitive Surgical Inc. | 0.49% | 5,347 | $2.9M | Add +6.6% |
| JNK SS SPDR BB High Yield Bond | 0.46% | 27,719 | $2.7M | Reduce -1.9% |
| SPGI S&P Global Inc. | 0.46% | 5,105 | $2.7M | Add +0.3% |
| MCO Moody's Corp. | 0.43% | 5,070 | $2.5M | Add +1.6% |
| ABT Abbott Laboratories | 0.43% | 18,578 | $2.5M | Add +8.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.42% | 29,535 | $2.4M | Add +3.4% |
| MRK Merck & Co. Inc. | 0.40% | 29,937 | $2.4M | Reduce -1.7% |
| NOC Northrop Grumman Corp. | 0.39% | 4,626 | $2.3M | Reduce -2.2% |
| TDG Transdigm Group Inc. | 0.37% | 1,442 | $2.2M | Add +3.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 44,090 | $2.1M | Reduce -1.4% |
| DHI D.R. Horton Inc. | 0.33% | 14,880 | $1.9M | Reduce -0.1% |
| ACN Accenture PLC Class A | 0.33% | 6,393 | $1.9M | Reduce -5.3% |
| PG The Procter & Gamble Co. | 0.32% | 11,623 | $1.9M | Add +7.3% |
| MDY State Street SPDR S&P Midcap | 0.30% | 3,083 | $1.7M | Reduce -13.1% |
| NFLX Netflix Inc. | 0.29% | 1,281 | $1.7M | No change |
| AMGN Amgen Inc. | 0.29% | 6,011 | $1.7M | Reduce -0.8% |
| SCHP Schwab U.S. Tips ETF | 0.28% | 61,304 | $1.6M | Reduce -0.1% |
| TIP iShares Tips Bond ETF | 0.27% | 14,465 | $1.6M | Reduce -4.3% |
| FLOT iShares Floating Rate Bond E | 0.26% | 30,320 | $1.5M | Add +12.4% |
| IGV iShares Expanded Tech-Softwa | 0.26% | 13,755 | $1.5M | Reduce -4.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 2,654 | $1.5M | Reduce -2.3% |
| BSX Boston Scientific Corp. | 0.25% | 13,603 | $1.5M | Add +0.3% |
| PEP Pepsico Inc. | 0.25% | 10,914 | $1.4M | Add +10.8% |
| SHW The Sherwin-Williams Co. | 0.22% | 3,831 | $1.3M | Add +1.1% |
| KO The Coca-Cola Co. | 0.22% | 18,163 | $1.3M | Reduce -3.0% |
| BAM Brookfield Asset Mgmt-A | 0.22% | 23,044 | $1.3M | Reduce -0.5% |
| IBB iShares Biotechnology ETF | 0.22% | 10,056 | $1.3M | Reduce -1.0% |
| SO The Southern Co. | 0.21% | 13,588 | $1.2M | Add +17.3% |
| SDY SS SPDR S&P Dividend ETF | 0.20% | 8,716 | $1.2M | Reduce -1.5% |
| MCD McDonald's Corp. | 0.20% | 4,048 | $1.2M | Reduce -0.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.20% | 27,681 | $1.2M | Reduce -8.8% |
| CL Colgate-Palmolive Co. | 0.19% | 12,259 | $1.1M | Add +1.1% |
| AB Alliancebernstein Holding LP | 0.19% | 26,717 | $1.1M | Reduce -34.0% |
| XLK SS Technology Select Sector | 0.18% | 4,061 | $1.0M | Reduce -0.5% |
| VGT Vanguard Info Tech ETF | 0.17% | 1,511 | $1.0M | Add +8.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.17% | 11,969 | $999K | Reduce -21.1% |
| IEMG iShares Core MSCI Emerging | 0.17% | 16,597 | $996K | Reduce -3.4% |
| IAU iShares Gold Trust | 0.16% | 15,508 | $967K | No change |
| ADP Automatic Data Processing | 0.16% | 3,012 | $929K | No change |
| AGG iShares Core U.S. Aggregate | 0.16% | 9,250 | $918K | Reduce -26.2% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.16% | 11,084 | $915K | Reduce -2.8% |
| CMG Chipotle Mexican Grill Inc. | 0.15% | 15,862 | $891K | Add +0.6% |
| CVX Chevron Corp. | 0.15% | 6,118 | $876K | Add +19.5% |
| CSCO Cisco Systems Inc. | 0.15% | 12,317 | $855K | Add +21.9% |
| AIA iShares Asia 50 ETF | 0.14% | 10,334 | $838K | Reduce -3.7% |
| QCOM Qualcomm Inc. | 0.14% | 5,056 | $805K | Reduce -6.4% |
| ENB Enbridge Inc. | 0.11% | 14,187 | $643K | Add +1.8% |
| AXP American Express Co. | 0.10% | 1,824 | $582K | No change |
| XLC SS Comm Select Sector SPDR | 0.10% | 5,245 | $569K | Add +11.9% |
| DUK Duke Energy Corp. | 0.10% | 4,769 | $563K | No change |
| LOW Lowe's Cos Inc. | 0.09% | 2,457 | $545K | Reduce -7.4% |
| XOM Exxon Mobil Corp. | 0.09% | 5,049 | $544K | Add +10.5% |
| EMB iShares JP Morgan Usd Emergi | 0.09% | 5,787 | $536K | Add +1.5% |
| ORCL Oracle Corp. | 0.09% | 2,451 | $536K | Reduce -2.6% |
| PCY Invesco Emerging Markets Sov | 0.09% | 25,348 | $518K | No change |
| DE Deere & Co. | 0.08% | 946 | $481K | Add +103.0% |
| VYM Vanguard High DVD Yield ETF | 0.08% | 3,593 | $479K | No change |
| PANW Palo Alto Networks Inc. | 0.08% | 2,324 | $476K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.08% | 445 | $463K | Reduce -0.2% |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.8% | 7.09% | −1.72 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -19.1% | 1.31% | −0.36 |
| V Visa Inc. Class A | Reduce -0.6% | 2.60% | −0.34 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 1.30% | −0.33 |
| MA Mastercard Inc. Class A | Reduce -0.6% | 2.43% | −0.29 |
| IVV iShares Core S&P 500 ETF | Reduce -77.3% | 0.07% | −0.26 |
| MRK Merck & Co. Inc. | Reduce -1.7% | 0.40% | −0.13 |
| AB Alliancebernstein Holding LP | Reduce -34.0% | 0.19% | −0.12 |
| AGG iShares Core U.S. Aggregate | Reduce -26.2% | 0.16% | −0.08 |
| ACN Accenture PLC Class A | Reduce -5.3% | 0.33% | −0.08 |
| AMGN Amgen Inc. | Reduce -0.8% | 0.29% | −0.08 |
| NOC Northrop Grumman Corp. | Reduce -2.2% | 0.39% | −0.08 |
| EEM iShares MSCI Emerging Market | Reduce -9.0% | 0.56% | −0.07 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −0.07 |
| MDY State Street SPDR S&P Midcap | Reduce -13.1% | 0.30% | −0.07 |
| JNK SS SPDR BB High Yield Bond | Reduce -1.9% | 0.46% | −0.06 |
| IWV iShares Russell 3000 ETF | Reduce -5.1% | 0.73% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -0.1% | 0.56% | −0.06 |
| TIP iShares Tips Bond ETF | Reduce -4.3% | 0.27% | −0.05 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -21.1% | 0.17% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -5.1% | 0.85% | −0.05 |
| MCD McDonald's Corp. | Reduce -0.7% | 0.20% | −0.05 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.04 |
| SCHP Schwab U.S. Tips ETF | Reduce -0.1% | 0.28% | −0.04 |
| KO The Coca-Cola Co. | Reduce -3.0% | 0.22% | −0.04 |
| DHI D.R. Horton Inc. | Reduce -0.1% | 0.33% | −0.04 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -8.8% | 0.20% | −0.04 |
| WMT Walmart Inc. | Reduce -1.3% | 1.05% | −0.04 |
| IBB iShares Biotechnology ETF | Reduce -1.0% | 0.22% | −0.04 |
| PFE Pfizer Inc. | Reduce -17.5% | 0.08% | −0.03 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.5% | 0.20% | −0.03 |
| RTX RTX Corp. | Reduce -0.4% | 0.81% | −0.03 |
| XLRE SS Real Estate Select Sector | Reduce -21.8% | 0.06% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -7.4% | 0.09% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.1% | 0.05% | −0.03 |
| QCOM Qualcomm Inc. | Reduce -6.4% | 0.14% | −0.02 |
| ES Eversource Energy | Reduce -25.5% | 0.05% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 3.25% | −0.02 |
| YUM Yum! Brands Inc. | Reduce -15.8% | 0.04% | −0.02 |
| EPD Enterprise Products Partners | Reduce -5.9% | 0.04% | −0.01 |
| ITW Illinois Tool Works | Reduce -10.4% | 0.04% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -3.4% | 0.17% | −0.01 |
| EEMA iShares MSCI Emerg MRKT Asia | Reduce -2.8% | 0.16% | −0.01 |
| AIA iShares Asia 50 ETF | Reduce -3.7% | 0.14% | −0.01 |
| D Dominion Energy Inc. | Reduce -0.2% | 0.05% | −0.01 |
| BAC Bank of America Corp. | Reduce -1.4% | 0.36% | −0.01 |
| GWW WW Grainger Inc. | Reduce -0.2% | 0.08% | −0.01 |
| PRF Invesco Rafi US 1000 ETF | Reduce -0.7% | 0.06% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -2.8% | 0.07% | −0.01 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -2.8% | 0.04% | −0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +0.3% | 18.02% | +3.97 |
| MSFT Microsoft Corp. | Add +2.8% | 8.29% | +1.36 |
| META Meta Platforms Inc. Class A | Add +1.6% | 5.32% | +0.66 |
| AVGO Broadcom Inc. | Add +202.5% | 0.59% | +0.46 |
| ARM Arm Holdings PLC-ADR | Add +6.0% | 0.91% | +0.26 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.6% | 1.06% | +0.25 |
| AMD Advanced Micro Devices | Add +14.9% | 0.53% | +0.15 |
| ITOT iShares Core S&P Total U.S. | Add +38.9% | 0.50% | +0.13 |
| AMZN Amazon.com Inc. | Add +1.4% | 4.80% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +1.3% | 1.79% | +0.09 |
| MU Micron Technology Inc. | New | 0.07% | +0.07 |
| MPC Marathon Petroleum Corp. | New | 0.06% | +0.06 |
| ETN Eaton Corp. PLC | New | 0.06% | +0.06 |
| IBM Intl Business Machines Corp. | New | 0.05% | +0.05 |
| WFC Wells Fargo & Co. | New | 0.04% | +0.04 |
| BX Blackstone Inc. | Add +15.9% | 0.51% | +0.04 |
| DE Deere & Co. | Add +103.0% | 0.08% | +0.04 |
| APO Apollo Global Management Inc. | New | 0.04% | +0.04 |
| IJR iShares Core S&P Small-Cap E | New | 0.04% | +0.04 |
| EW Edwards Lifesciences Corp. | New | 0.03% | +0.03 |
| BN Brookfield Corp. | Add +0.0% | 0.77% | +0.03 |
| CSCO Cisco Systems Inc. | Add +21.9% | 0.15% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +8.7% | 0.17% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +6.6% | 0.49% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +11.9% | 0.10% | +0.01 |
| DIS The Walt Disney Co. | Add +6.1% | 0.06% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +9.4% | 0.05% | +0.01 |
| SO The Southern Co. | Add +17.3% | 0.21% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | Add +0.6% | 0.15% | −0.00 |
| NVS Novartis AG-Sponsored ADR | Add +0.2% | 0.04% | −0.00 |
| AEP American Electric Power | Add +14.2% | 0.04% | −0.00 |
| TDG Transdigm Group Inc. | Add +3.0% | 0.37% | −0.00 |
| BND Vanguard Total Bond Market | Add +9.6% | 0.07% | −0.00 |
| XLB SS Materials Select Sector | Add +2.9% | 0.04% | −0.00 |
| FLOT iShares Floating Rate Bond E | Add +12.4% | 0.26% | −0.00 |
| ABT Abbott Laboratories | Add +8.9% | 0.43% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +1.5% | 0.09% | −0.01 |
| ENB Enbridge Inc. | Add +1.8% | 0.11% | −0.01 |
| PSA Public Storage | Add +0.6% | 0.08% | −0.01 |
| XOM Exxon Mobil Corp. | Add +10.5% | 0.09% | −0.01 |
| BLK BlackRock Inc. | Add +0.7% | 0.74% | −0.01 |
| BSX Boston Scientific Corp. | Add +0.3% | 0.25% | −0.02 |
| CVX Chevron Corp. | Add +19.5% | 0.15% | −0.02 |
| MCO Moody's Corp. | Add +1.6% | 0.43% | −0.02 |
| CL Colgate-Palmolive Co. | Add +1.1% | 0.19% | −0.03 |
| SHW The Sherwin-Williams Co. | Add +1.1% | 0.22% | −0.03 |
| PEP Pepsico Inc. | Add +10.8% | 0.25% | −0.04 |
| SHY iShares 1-3 Year Treasury Bo | Add +3.4% | 0.42% | −0.04 |
| PG The Procter & Gamble Co. | Add +7.3% | 0.32% | −0.04 |
| SPGI S&P Global Inc. | Add +0.3% | 0.46% | −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 |