Blue Fin Capital, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 21, 2025), Blue Fin Capital, Inc. reported 147 stock positions worth $636.1 million. Its top holding was Nvidia (NVDA) at 18.2% of the portfolio, followed by Apple (AAPL, 8.0%) and Microsoft (MSFT, 7.9%). Compared with Q2 2025, it opened 4 new positions, sold out of 1, added to 44 and reduced 81. The biggest buy was Broadcom (AVGO, shares +119%) and the biggest sale Meta Platforms Class A (META, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Warren, RI
- CIK
- 0001576102
- Portfolio Value
- $636.1M (Q3 2025)
- SEC Filing
- 0001172661-25-005216 ↗ filed Nov 21, 2025
Holdings Value
Holdings 147 stocks · $636.1M
| NVDA Nvidia Corp. | 18.21% | 620,644 | $115.8M | Reduce -7.3% |
| AAPL Apple Inc. | 8.00% | 199,814 | $50.9M | Reduce -1.5% |
| MSFT Microsoft Corp. | 7.90% | 97,011 | $50.2M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 4.89% | 42,330 | $31.1M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 4.39% | 127,125 | $27.9M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 4.09% | 107,072 | $26.0M | Reduce -1.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.04% | 364,090 | $19.3M | Add +8.1% |
| V Visa Inc. Class A | 2.23% | 41,539 | $14.2M | Reduce -3.5% |
| MA Mastercard Inc. Class A | 2.18% | 24,350 | $13.9M | Reduce -4.1% |
| GLD SPDR Gold Shares | 2.15% | 38,432 | $13.7M | Add +0.1% |
| COST Costco Wholesale Corp. | 1.79% | 12,311 | $11.4M | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 1.79% | 36,045 | $11.4M | Reduce -0.6% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.71% | 201,253 | $10.9M | Add +11.0% |
| AVGO Broadcom Inc. | 1.43% | 27,663 | $9.1M | Add +118.8% |
| LLY Eli Lilly & Co. | 1.31% | 10,891 | $8.3M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.23% | 11,747 | $7.8M | Reduce -5.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.22% | 15,405 | $7.7M | Reduce -2.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.17% | 91,860 | $7.5M | Add +9.6% |
| GOOG Alphabet Inc. Class C | 1.05% | 27,544 | $6.7M | Reduce -2.7% |
| WMT Walmart Inc. | 0.99% | 61,171 | $6.3M | Reduce -2.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.94% | 12,225 | $6.0M | Add +0.0% |
| UNH Unitedhealth Group Inc. | 0.90% | 16,655 | $5.8M | Reduce -0.4% |
| PFF iShares Preferred & Income S | 0.86% | 173,523 | $5.5M | Add +4.0% |
| RTX RTX Corp. | 0.84% | 32,122 | $5.4M | Reduce -1.0% |
| BLK BlackRock Inc. | 0.78% | 4,232 | $4.9M | Add +2.4% |
| BN Brookfield Corp. | 0.77% | 71,154 | $4.9M | Reduce -2.5% |
| ARM Arm Holdings PLC-ADR | 0.74% | 33,104 | $4.7M | Add +0.7% |
| IWV iShares Russell 3000 ETF | 0.73% | 12,177 | $4.6M | Reduce -0.9% |
| IEI iShares 3-7 Year Treasury Bo | 0.72% | 38,304 | $4.6M | Add +2.7% |
| HD Home Depot Inc. | 0.66% | 10,389 | $4.2M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.65% | 28,641 | $4.1M | Add +1.2% |
| SYK Stryker Corp. | 0.64% | 11,051 | $4.1M | Reduce -2.5% |
| JNJ Johnson & Johnson | 0.60% | 20,633 | $3.8M | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.60% | 16,436 | $3.8M | Reduce -0.6% |
| ITOT iShares Core S&P Total U.S. | 0.58% | 25,536 | $3.7M | Add +17.7% |
| AMD Advanced Micro Devices | 0.57% | 22,444 | $3.6M | Add +2.2% |
| LMT Lockheed Martin Corp. | 0.55% | 6,998 | $3.5M | Reduce -0.9% |
| EEM iShares MSCI Emerging Market | 0.54% | 64,542 | $3.4M | Reduce -5.0% |
| BX Blackstone Inc. | 0.54% | 20,113 | $3.4M | Reduce -0.2% |
| BKLN Invesco Senior Loan ETF | 0.52% | 158,881 | $3.3M | Add +2.9% |
| NEE Nextera Energy Inc. | 0.52% | 43,579 | $3.3M | Add +0.8% |
| NOC Northrop Grumman Corp. | 0.44% | 4,624 | $2.8M | Reduce -0.0% |
| JNK SS SPDR BB High Yield Bond | 0.43% | 27,642 | $2.7M | Reduce -0.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.42% | 32,553 | $2.7M | Add +10.2% |
| SPGI S&P Global Inc. | 0.40% | 5,244 | $2.6M | Add +2.7% |
| DHI D.R. Horton Inc. | 0.40% | 15,049 | $2.6M | Add +1.1% |
| MRK Merck & Co. Inc. | 0.39% | 29,351 | $2.5M | Reduce -2.0% |
| ABT Abbott Laboratories | 0.38% | 18,227 | $2.4M | Reduce -1.9% |
| MCO Moody's Corp. | 0.37% | 4,961 | $2.4M | Reduce -2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 42,829 | $2.2M | Reduce -2.9% |
| ISRG Intuitive Surgical Inc. | 0.35% | 4,912 | $2.2M | Reduce -8.1% |
| MDY State Street SPDR S&P Midcap | 0.33% | 3,535 | $2.1M | Add +14.7% |
| TDG Transdigm Group Inc. | 0.31% | 1,509 | $2.0M | Add +4.7% |
| PG The Procter & Gamble Co. | 0.28% | 11,404 | $1.8M | Reduce -1.9% |
| AMGN Amgen Inc. | 0.26% | 5,967 | $1.7M | Reduce -0.7% |
| FLOT iShares Floating Rate Bond E | 0.26% | 32,565 | $1.7M | Add +7.4% |
| SCHP Schwab U.S. Tips ETF | 0.26% | 61,263 | $1.7M | Reduce -0.1% |
| IGV iShares Expanded Tech-Softwa | 0.26% | 14,154 | $1.6M | Add +2.9% |
| TIP iShares Tips Bond ETF | 0.25% | 14,383 | $1.6M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 2,648 | $1.6M | Reduce -0.2% |
| PEP Pepsico Inc. | 0.24% | 11,069 | $1.6M | Add +1.4% |
| ACN Accenture PLC Class A | 0.24% | 6,264 | $1.5M | Reduce -2.0% |
| NFLX Netflix Inc. | 0.23% | 1,206 | $1.4M | Reduce -5.8% |
| IBB iShares Biotechnology ETF | 0.22% | 9,894 | $1.4M | Reduce -1.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.22% | 30,834 | $1.4M | Add +11.4% |
| SHW The Sherwin-Williams Co. | 0.21% | 3,930 | $1.4M | Add +2.6% |
| BSX Boston Scientific Corp. | 0.21% | 13,646 | $1.3M | Add +0.3% |
| BAM Brookfield Asset Mgmt-A | 0.21% | 22,994 | $1.3M | Reduce -0.2% |
| SO The Southern Co. | 0.20% | 13,569 | $1.3M | Reduce -0.1% |
| VGT Vanguard Info Tech ETF | 0.20% | 1,719 | $1.3M | Add +13.8% |
| IEMG iShares Core MSCI Emerging | 0.20% | 18,962 | $1.2M | Add +14.3% |
| SDY SS SPDR S&P Dividend ETF | 0.19% | 8,705 | $1.2M | Reduce -0.1% |
| MCD McDonald's Corp. | 0.19% | 3,954 | $1.2M | Reduce -2.3% |
| KO The Coca-Cola Co. | 0.19% | 18,104 | $1.2M | Reduce -0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.19% | 13,690 | $1.2M | Add +14.4% |
| IAU iShares Gold Trust | 0.18% | 15,396 | $1.1M | Reduce -0.7% |
| XLK SS Technology Select Sector | 0.16% | 3,712 | $1.0M | Reduce -8.6% |
| AB Alliancebernstein Holding LP | 0.16% | 26,718 | $1.0M | Add +0.0% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.16% | 10,755 | $987K | Reduce -3.0% |
| CL Colgate-Palmolive Co. | 0.15% | 12,190 | $974K | Reduce -0.6% |
| AIA iShares Asia 50 ETF | 0.15% | 10,067 | $952K | Reduce -2.6% |
| CVX Chevron Corp. | 0.14% | 5,864 | $911K | Reduce -4.2% |
| AGG iShares Core U.S. Aggregate | 0.14% | 9,043 | $907K | Reduce -2.2% |
| ADP Automatic Data Processing | 0.14% | 2,945 | $864K | Reduce -2.2% |
| CSCO Cisco Systems Inc. | 0.13% | 11,793 | $807K | Reduce -4.3% |
| QCOM Qualcomm Inc. | 0.13% | 4,820 | $802K | Reduce -4.7% |
| ENB Enbridge Inc. | 0.13% | 15,815 | $798K | Add +11.5% |
| ORCL Oracle Corp. | 0.12% | 2,755 | $775K | Add +12.4% |
| XLC SS Comm Select Sector SPDR | 0.11% | 5,976 | $707K | Add +13.9% |
| CMG Chipotle Mexican Grill Inc. | 0.10% | 16,311 | $639K | Add +2.8% |
| LOW Lowe's Cos Inc. | 0.10% | 2,457 | $617K | No change |
| MU Micron Technology Inc. | 0.09% | 3,546 | $593K | No change |
| DUK Duke Energy Corp. | 0.09% | 4,669 | $578K | Reduce -2.1% |
| XOM Exxon Mobil Corp. | 0.09% | 5,049 | $569K | No change |
| AXP American Express Co. | 0.09% | 1,651 | $548K | Reduce -9.5% |
| PCY Invesco Emerging Markets Sov | 0.09% | 25,302 | $546K | Reduce -0.2% |
| EMB iShares JP Morgan Usd Emergi | 0.09% | 5,719 | $544K | Reduce -1.2% |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 2,849 | $520K | Add +1.5% |
| VYM Vanguard High DVD Yield ETF | 0.08% | 3,593 | $506K | No change |
| IYW iShares Ustechnology ETF | 0.08% | 2,493 | $488K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| META Meta Platforms Inc. Class A | Reduce -0.0% | 4.89% | −0.43 |
| AMZN Amazon.com Inc. | Reduce -1.1% | 4.39% | −0.41 |
| MSFT Microsoft Corp. | Reduce -0.9% | 7.90% | −0.39 |
| V Visa Inc. Class A | Reduce -3.5% | 2.23% | −0.37 |
| COST Costco Wholesale Corp. | Reduce -1.2% | 1.79% | −0.31 |
| MA Mastercard Inc. Class A | Reduce -4.1% | 2.18% | −0.25 |
| LLY Eli Lilly & Co. | Reduce -1.4% | 1.31% | −0.16 |
| ISRG Intuitive Surgical Inc. | Reduce -8.1% | 0.35% | −0.15 |
| SYK Stryker Corp. | Reduce -2.5% | 0.64% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 1.22% | −0.08 |
| ACN Accenture PLC Class A | Reduce -2.0% | 0.24% | −0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.4% | 1.23% | −0.08 |
| NFLX Netflix Inc. | Reduce -5.8% | 0.23% | −0.06 |
| MCO Moody's Corp. | Reduce -2.1% | 0.37% | −0.06 |
| WMT Walmart Inc. | Reduce -2.7% | 0.99% | −0.06 |
| ABT Abbott Laboratories | Reduce -1.9% | 0.38% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -1.9% | 0.28% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -0.6% | 0.15% | −0.04 |
| GGG Graco Inc. | Sold out | 0.00% | −0.04 |
| JNK SS SPDR BB High Yield Bond | Reduce -0.3% | 0.43% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.3% | 0.19% | −0.03 |
| ADP Automatic Data Processing | Reduce -2.2% | 0.14% | −0.02 |
| AMGN Amgen Inc. | Reduce -0.7% | 0.26% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -0.6% | 0.25% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -35.2% | 0.04% | −0.02 |
| SCHP Schwab U.S. Tips ETF | Reduce -0.1% | 0.26% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -4.3% | 0.13% | −0.02 |
| DE Deere & Co. | Reduce -4.5% | 0.06% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -2.0% | 0.39% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -5.0% | 0.54% | −0.02 |
| GWW WW Grainger Inc. | Reduce -4.0% | 0.06% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -2.2% | 0.14% | −0.01 |
| AXP American Express Co. | Reduce -9.5% | 0.09% | −0.01 |
| MCD McDonald's Corp. | Reduce -2.3% | 0.19% | −0.01 |
| PSA Public Storage | Reduce -6.6% | 0.07% | −0.01 |
| BAM Brookfield Asset Mgmt-A | Reduce -0.2% | 0.21% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -4.7% | 0.13% | −0.01 |
| XLK SS Technology Select Sector | Reduce -8.6% | 0.16% | −0.01 |
| SO The Southern Co. | Reduce -0.1% | 0.20% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.1% | 0.19% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -0.9% | 0.73% | −0.01 |
| BAC Bank of America Corp. | Reduce -2.9% | 0.35% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -0.9% | 0.55% | −0.01 |
| PFE Pfizer Inc. | Reduce -7.2% | 0.07% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -6.6% | 0.07% | −0.01 |
| NVS Novartis AG-Sponsored ADR | Reduce -14.5% | 0.04% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -0.1% | 0.07% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.0% | 0.05% | −0.01 |
| CVX Chevron Corp. | Reduce -4.2% | 0.14% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Reduce -1.2% | 0.09% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| AVGO Broadcom Inc. | Add +118.8% | 1.43% | +0.84 |
| GLD SPDR Gold Shares | Add +0.1% | 2.15% | +0.15 |
| ITOT iShares Core S&P Total U.S. | Add +17.7% | 0.58% | +0.09 |
| DHI D.R. Horton Inc. | Add +1.1% | 0.40% | +0.07 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +11.0% | 1.71% | +0.07 |
| TJX TJX Companies Inc. | Add +1.2% | 0.65% | +0.06 |
| VOO Vanguard S&P 500 ETF | New | 0.05% | +0.05 |
| XLV SS Health Care Select Sector | New | 0.04% | +0.04 |
| AMD Advanced Micro Devices | Add +2.2% | 0.57% | +0.04 |
| BLK BlackRock Inc. | Add +2.4% | 0.78% | +0.04 |
| SMH Vaneck Semiconductor ETF | New | 0.03% | +0.03 |
| MDY State Street SPDR S&P Midcap | Add +14.7% | 0.33% | +0.03 |
| GE General Electric | New | 0.03% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +13.8% | 0.20% | +0.03 |
| ORCL Oracle Corp. | Add +12.4% | 0.12% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +14.3% | 0.20% | +0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +11.4% | 0.22% | +0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +9.6% | 1.17% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +14.4% | 0.19% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +1.5% | 0.08% | +0.02 |
| ENB Enbridge Inc. | Add +11.5% | 0.13% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +13.9% | 0.11% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +14.8% | 0.07% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +8.1% | 3.04% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +10.2% | 0.42% | +0.01 |
| VCR Vanguard Consumer Discre ETF | Add +16.5% | 0.05% | +0.01 |
| NEE Nextera Energy Inc. | Add +0.8% | 0.52% | +0.01 |
| VOX Vanguard Communication Servi | Add +2.7% | 0.06% | +0.00 |
| XLB SS Materials Select Sector | Add +12.3% | 0.04% | +0.00 |
| XLRE SS Real Estate Select Sector | Add +9.0% | 0.06% | +0.00 |
| EW Edwards Lifesciences Corp. | Add +10.2% | 0.03% | +0.00 |
| IGV iShares Expanded Tech-Softwa | Add +2.9% | 0.26% | −0.00 |
| PEP Pepsico Inc. | Add +1.4% | 0.24% | −0.00 |
| BND Vanguard Total Bond Market | Add +5.0% | 0.07% | −0.00 |
| FLOT iShares Floating Rate Bond E | Add +7.4% | 0.26% | −0.00 |
| IBM Intl Business Machines Corp. | Add +1.5% | 0.04% | −0.01 |
| DIS The Walt Disney Co. | Add +0.0% | 0.05% | −0.01 |
| PFF iShares Preferred & Income S | Add +4.0% | 0.86% | −0.01 |
| SHW The Sherwin-Williams Co. | Add +2.6% | 0.21% | −0.01 |
| AB Alliancebernstein Holding LP | Add +0.0% | 0.16% | −0.03 |
| BKLN Invesco Senior Loan ETF | Add +2.9% | 0.52% | −0.03 |
| IEI iShares 3-7 Year Treasury Bo | Add +2.7% | 0.72% | −0.04 |
| BSX Boston Scientific Corp. | Add +0.3% | 0.21% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Add +2.8% | 0.10% | −0.05 |
| SPGI S&P Global Inc. | Add +2.7% | 0.40% | −0.06 |
| TDG Transdigm Group Inc. | Add +4.7% | 0.31% | −0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.0% | 0.94% | −0.12 |
| ARM Arm Holdings PLC-ADR | Add +0.7% | 0.74% | −0.17 |
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 |