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

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 Q1 2025 Q2 2025: $587.3M Q2 2025 Q3 2025: $636.1M $636.1M Q3 2025 Q4 2025: $644.9M Q4 2025 Q1 2026: $609.6M Q1 2026 Q2 2026: $691.8M Q2 2026

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
VTI VG Morningstar TS MKT ETF-US 0.08% 1,470 $482K No change
PANW Palo Alto Networks Inc. 0.07% 2,321 $473K Reduce -0.1%
MS Morgan Stanley 0.07% 2,965 $471K No change
IVV iShares Core S&P 500 ETF 0.07% 701 $469K No change
IWF iShares Russell 1000 Growth 0.07% 968 $453K No change
PFE Pfizer Inc. 0.07% 17,009 $433K Reduce -7.2%
TXT Textron Inc. 0.07% 5,057 $427K Reduce -1.0%
EFA iShares MSCI Eafe ETF 0.07% 4,575 $427K Reduce -6.6%
BND Vanguard Total Bond Market 0.07% 5,661 $421K Add +5.0%
PSA Public Storage 0.07% 1,439 $416K Reduce -6.6%
ASML ASML Holding NV-NY Reg SHS 0.07% 427 $413K Add +14.8%
DE Deere & Co. 0.06% 903 $413K Reduce -4.5%
PRF Invesco Rafi US 1000 ETF 0.06% 9,015 $408K No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.06% 427 $407K Reduce -4.0%
VOX Vanguard Communication Servi 0.06% 2,151 $404K Add +2.7%
WELL Welltower Inc. 0.06% 2,196 $391K Reduce -0.6%
O Realty Income Corp. 0.06% 6,396 $389K Reduce -2.1%
XLRE SS Real Estate Select Sector 0.06% 9,091 $383K Add +9.0%
LHX L3HARRIS Technologies Inc. 0.06% 1,239 $378K Reduce -8.8%
ETN Eaton Corp. PLC 0.06% 1,000 $374K No change
STT State Street Corp. 0.06% 3,106 $360K No change
TMO Thermo Fisher Scientific Inc. 0.06% 739 $358K Reduce -4.0%
KLAC KLA Corp. 0.05% 315 $340K Reduce -4.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 2,909 $333K Add +0.0%
VCR Vanguard Consumer Discre ETF 0.05% 834 $330K Add +16.5%
BMY Bristol-Myers Squibb Co. 0.05% 7,139 $322K Reduce -1.0%
D Dominion Energy Inc. 0.05% 5,208 $319K Reduce -1.6%
ES Eversource Energy 0.05% 4,130 $294K Reduce -2.4%
VOO Vanguard S&P 500 ETF 0.05% 471 $288K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.04% 1,000 $282K Add +1.5%
GBTC Grayscale Bitcoin Trust ETF 0.04% 3,107 $279K No change
MPC Marathon Petroleum Corp. 0.04% 1,424 $274K Reduce -35.2%
XLB SS Materials Select Sector 0.04% 3,008 $270K Add +12.3%
WFC Wells Fargo & Co. 0.04% 3,143 $263K No change
BBH Vaneck Biotech ETF 0.04% 1,570 $260K No change
AEP American Electric Power 0.04% 2,298 $259K Reduce -4.8%
XLV SS Health Care Select Sector 0.04% 1,852 $258K New
EPD Enterprise Products Partners 0.04% 8,029 $251K No change
ITW Illinois Tool Works 0.04% 941 $245K Reduce -4.5%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.04% 515 $239K No change
NVS Novartis AG-Sponsored ADR 0.04% 1,763 $226K Reduce -14.5%
SMH Vaneck Semiconductor ETF 0.03% 675 $220K New
EW Edwards Lifesciences Corp. 0.03% 2,820 $219K Add +10.2%
IJR iShares Core S&P Small-Cap E 0.03% 1,804 $214K Reduce -5.0%
YUM Yum! Brands Inc. 0.03% 1,409 $214K Reduce -0.5%
APO Apollo Global Management Inc. 0.03% 1,545 $206K No change
GE General Electric filed as GE AEROSPACE 0.03% 684 $206K New

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

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