Blue Fin Capital, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Blue Fin Capital, Inc. reported 153 stock positions worth $644.9 million. Its top holding was Nvidia (NVDA) at 16.7% of the portfolio, followed by Apple (AAPL, 8.2%) and Microsoft (MSFT, 7.1%). Compared with Q3 2025, it opened 7 new positions, sold out of 1, added to 45 and reduced 82. The biggest buy was Broadcom (AVGO, shares +26%) and the biggest sale Nvidia (NVDA, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- Warren, RI
- CIK
- 0001576102
- Portfolio Value
- $644.9M (Q4 2025)
- SEC Filing
- 0001172661-26-000289 ↗ filed Jan 23, 2026
Holdings Value
Holdings 153 stocks · $644.9M
| NVDA Nvidia Corp. | 16.66% | 576,037 | $107.4M | Reduce -7.2% |
| AAPL Apple Inc. | 8.23% | 195,202 | $53.1M | Reduce -2.3% |
| MSFT Microsoft Corp. | 7.07% | 94,288 | $45.6M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 5.07% | 104,398 | $32.7M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 4.36% | 121,902 | $28.1M | Reduce -4.1% |
| META Meta Platforms Inc. Class A | 4.09% | 39,930 | $26.4M | Reduce -5.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.33% | 406,530 | $21.5M | Add +11.7% |
| GLD SPDR Gold Shares | 2.50% | 40,599 | $16.1M | Add +5.6% |
| V Visa Inc. Class A | 2.17% | 39,902 | $14.0M | Reduce -3.9% |
| MA Mastercard Inc. Class A | 2.07% | 23,373 | $13.3M | Reduce -4.0% |
| IGIB iShares 5-10Y Inv Grade Corp. | 1.96% | 234,664 | $12.6M | Add +16.6% |
| AVGO Broadcom Inc. | 1.86% | 34,720 | $12.0M | Add +25.5% |
| JPM JPMorgan Chase & Co. | 1.78% | 35,573 | $11.5M | Reduce -1.3% |
| LLY Eli Lilly & Co. | 1.77% | 10,628 | $11.4M | Reduce -2.4% |
| COST Costco Wholesale Corp. | 1.61% | 12,047 | $10.4M | Reduce -2.1% |
| GOOG Alphabet Inc. Class C | 1.34% | 27,466 | $8.6M | Reduce -0.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.26% | 100,526 | $8.1M | Add +9.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.24% | 11,720 | $8.0M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.10% | 14,149 | $7.1M | Reduce -8.2% |
| WMT Walmart Inc. | 1.01% | 58,205 | $6.5M | Reduce -4.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.89% | 12,257 | $5.7M | Add +0.3% |
| RTX RTX Corp. | 0.88% | 31,059 | $5.7M | Reduce -3.3% |
| PFF iShares Preferred & Income S | 0.88% | 182,967 | $5.7M | Add +5.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.84% | 45,305 | $5.4M | Add +18.3% |
| UNH Unitedhealth Group Inc. | 0.83% | 16,124 | $5.3M | Reduce -3.2% |
| AMD Advanced Micro Devices | 0.74% | 22,276 | $4.8M | Reduce -0.8% |
| BN Brookfield Corp. | 0.73% | 103,213 | $4.7M | Reduce -3.3% |
| IWV iShares Russell 3000 ETF | 0.73% | 12,174 | $4.7M | Reduce -0.0% |
| BLK BlackRock Inc. | 0.69% | 4,148 | $4.4M | Reduce -2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.68% | 28,695 | $4.4M | Add +0.2% |
| ITOT iShares Core S&P Total U.S. | 0.67% | 29,084 | $4.3M | Add +13.9% |
| JNJ Johnson & Johnson | 0.67% | 20,789 | $4.3M | Add +0.8% |
| HD Home Depot Inc. | 0.58% | 10,878 | $3.7M | Add +4.7% |
| ABBV Abbvie Inc. | 0.58% | 16,298 | $3.7M | Reduce -0.8% |
| SYK Stryker Corp. | 0.56% | 10,245 | $3.6M | Reduce -7.3% |
| NEE Nextera Energy Inc. | 0.54% | 43,441 | $3.5M | Reduce -0.3% |
| BKLN Invesco Senior Loan ETF | 0.54% | 165,392 | $3.5M | Add +4.1% |
| EEM iShares MSCI Emerging Market | 0.53% | 61,931 | $3.4M | Reduce -4.0% |
| LMT Lockheed Martin Corp. | 0.52% | 6,887 | $3.3M | Reduce -1.6% |
| BX Blackstone Inc. | 0.48% | 20,201 | $3.1M | Add +0.4% |
| MRK Merck & Co. Inc. | 0.47% | 28,715 | $3.0M | Reduce -2.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.44% | 34,585 | $2.9M | Add +6.2% |
| SPGI S&P Global Inc. | 0.43% | 5,309 | $2.8M | Add +1.2% |
| ISRG Intuitive Surgical Inc. | 0.42% | 4,769 | $2.7M | Reduce -2.9% |
| JNK SS SPDR BB High Yield Bond | 0.41% | 27,519 | $2.7M | Reduce -0.4% |
| NOC Northrop Grumman Corp. | 0.41% | 4,598 | $2.6M | Reduce -0.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.39% | 28,448 | $2.5M | Add +107.8% |
| ARM Arm Holdings PLC-ADR | 0.39% | 22,733 | $2.5M | Reduce -31.3% |
| AMGN Amgen Inc. | 0.38% | 7,444 | $2.4M | Add +24.8% |
| MCO Moody's Corp. | 0.37% | 4,710 | $2.4M | Reduce -5.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.37% | 43,438 | $2.4M | Add +1.4% |
| MDY State Street SPDR S&P Midcap | 0.35% | 3,717 | $2.2M | Add +5.2% |
| ABT Abbott Laboratories | 0.35% | 17,852 | $2.2M | Reduce -2.1% |
| DHI D.R. Horton Inc. | 0.33% | 14,839 | $2.1M | Reduce -1.4% |
| TDG Transdigm Group Inc. | 0.29% | 1,423 | $1.9M | Reduce -5.7% |
| FLOT iShares Floating Rate Bond E | 0.29% | 36,628 | $1.9M | Add +12.5% |
| IEMG iShares Core MSCI Emerging | 0.28% | 27,077 | $1.8M | Add +42.8% |
| IBB iShares Biotechnology ETF | 0.26% | 9,894 | $1.7M | No change |
| TIP iShares Tips Bond ETF | 0.26% | 15,018 | $1.7M | Add +4.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 2,631 | $1.6M | Reduce -0.6% |
| SCHP Schwab U.S. Tips ETF | 0.25% | 60,922 | $1.6M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.25% | 11,197 | $1.6M | Reduce -1.8% |
| PEP Pepsico Inc. | 0.24% | 10,986 | $1.6M | Reduce -0.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.24% | 33,206 | $1.6M | Add +7.7% |
| IGV iShares Expanded Tech-Softwa | 0.24% | 14,424 | $1.5M | Add +1.9% |
| ACN Accenture PLC Class A | 0.22% | 5,318 | $1.4M | Reduce -15.1% |
| VGT Vanguard Info Tech ETF | 0.21% | 1,833 | $1.4M | Add +6.6% |
| SHW The Sherwin-Williams Co. | 0.20% | 3,971 | $1.3M | Add +1.0% |
| IAU iShares Gold Trust | 0.19% | 15,396 | $1.2M | No change |
| BSX Boston Scientific Corp. | 0.19% | 13,099 | $1.2M | Reduce -4.0% |
| SDY SS SPDR S&P Dividend ETF | 0.19% | 8,600 | $1.2M | Reduce -1.2% |
| KO The Coca-Cola Co. | 0.18% | 16,998 | $1.2M | Reduce -6.1% |
| MCD McDonald's Corp. | 0.18% | 3,854 | $1.2M | Reduce -2.5% |
| SO The Southern Co. | 0.18% | 13,173 | $1.1M | Reduce -2.9% |
| NFLX Netflix Inc. | 0.17% | 11,910 | $1.1M | Reduce -1.2% |
| BAM Brookfield Asset Mgmt-A | 0.17% | 21,067 | $1.1M | Reduce -8.4% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.16% | 10,644 | $1.0M | Reduce -1.0% |
| MU Micron Technology Inc. | 0.16% | 3,504 | $1.0M | Reduce -1.2% |
| AB Alliancebernstein Holding LP | 0.15% | 25,438 | $979K | Reduce -4.8% |
| CVX Chevron Corp. | 0.15% | 6,395 | $975K | Add +9.1% |
| AIA iShares Asia 50 ETF | 0.15% | 9,736 | $949K | Reduce -3.3% |
| XLK SS Technology Select Sector | 0.14% | 6,325 | $911K | Reduce -14.8% |
| AGG iShares Core U.S. Aggregate | 0.14% | 9,043 | $903K | No change |
| CL Colgate-Palmolive Co. | 0.14% | 11,323 | $895K | Reduce -7.1% |
| CSCO Cisco Systems Inc. | 0.13% | 10,911 | $840K | Reduce -7.5% |
| QCOM Qualcomm Inc. | 0.13% | 4,745 | $812K | Reduce -1.6% |
| XLC SS Comm Select Sector SPDR | 0.12% | 6,637 | $781K | Add +11.1% |
| ENB Enbridge Inc. | 0.12% | 16,028 | $767K | Add +1.4% |
| XOM Exxon Mobil Corp. | 0.11% | 5,812 | $699K | Add +15.1% |
| GWW WW Grainger Inc. | 0.10% | 622 | $628K | Add +45.7% |
| TSLA Tesla Inc. | 0.10% | 1,384 | $622K | New |
| EMB iShares JP Morgan Usd Emergi | 0.09% | 6,176 | $595K | Add +8.0% |
| ADP Automatic Data Processing | 0.09% | 2,264 | $582K | Reduce -23.1% |
| DUK Duke Energy Corp. | 0.09% | 4,720 | $553K | Add +1.1% |
| PCY Invesco Emerging Markets Sov | 0.08% | 25,197 | $546K | Reduce -0.4% |
| MS Morgan Stanley | 0.08% | 2,965 | $526K | No change |
| TXT Textron Inc. | 0.08% | 6,024 | $525K | Add +19.1% |
| AXP American Express Co. | 0.08% | 1,404 | $519K | Reduce -15.0% |
| VYM Vanguard High DVD Yield ETF | 0.08% | 3,593 | $516K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.08% | 2,849 | $506K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| NVDA Nvidia Corp. | Reduce -7.2% | 16.66% | −1.55 |
| MSFT Microsoft Corp. | Reduce -2.8% | 7.07% | −0.83 |
| META Meta Platforms Inc. Class A | Reduce -5.7% | 4.09% | −0.80 |
| ARM Arm Holdings PLC-ADR | Reduce -31.3% | 0.39% | −0.35 |
| COST Costco Wholesale Corp. | Reduce -2.1% | 1.61% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -8.2% | 1.10% | −0.11 |
| MA Mastercard Inc. Class A | Reduce -4.0% | 2.07% | −0.11 |
| BLK BlackRock Inc. | Reduce -2.0% | 0.69% | −0.09 |
| SYK Stryker Corp. | Reduce -7.3% | 0.56% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -3.2% | 0.83% | −0.08 |
| DHI D.R. Horton Inc. | Reduce -1.4% | 0.33% | −0.07 |
| V Visa Inc. Class A | Reduce -3.9% | 2.17% | −0.06 |
| NFLX Netflix Inc. | Reduce -1.2% | 0.17% | −0.05 |
| ORCL Oracle Corp. | Reduce -15.9% | 0.07% | −0.05 |
| ADP Automatic Data Processing | Reduce -23.1% | 0.09% | −0.05 |
| ABT Abbott Laboratories | Reduce -2.1% | 0.35% | −0.04 |
| NOC Northrop Grumman Corp. | Reduce -0.6% | 0.41% | −0.04 |
| BAM Brookfield Asset Mgmt-A | Reduce -8.4% | 0.17% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.03 |
| CMG Chipotle Mexican Grill Inc. | Reduce -28.2% | 0.07% | −0.03 |
| BN Brookfield Corp. | Reduce -3.3% | 0.73% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -1.6% | 0.52% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 0.25% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -4.1% | 4.36% | −0.02 |
| SO The Southern Co. | Reduce -2.9% | 0.18% | −0.02 |
| XLK SS Technology Select Sector | Reduce -14.8% | 0.14% | −0.02 |
| ACN Accenture PLC Class A | Reduce -15.1% | 0.22% | −0.02 |
| ABBV Abbvie Inc. | Reduce -0.8% | 0.58% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -16.0% | 0.08% | −0.02 |
| TDG Transdigm Group Inc. | Reduce -5.7% | 0.29% | −0.02 |
| EEM iShares MSCI Emerging Market | Reduce -4.0% | 0.53% | −0.02 |
| BSX Boston Scientific Corp. | Reduce -4.0% | 0.19% | −0.02 |
| CL Colgate-Palmolive Co. | Reduce -7.1% | 0.14% | −0.01 |
| PSA Public Storage | Reduce -11.7% | 0.05% | −0.01 |
| JNK SS SPDR BB High Yield Bond | Reduce -0.4% | 0.41% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -12.5% | 0.05% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 1.78% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Reduce -0.6% | 0.25% | −0.01 |
| PANW Palo Alto Networks Inc. | Reduce -1.7% | 0.07% | −0.01 |
| AB Alliancebernstein Holding LP | Reduce -4.8% | 0.15% | −0.01 |
| MCD McDonald's Corp. | Reduce -2.5% | 0.18% | −0.01 |
| PFE Pfizer Inc. | Reduce -5.7% | 0.06% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.2% | 0.19% | −0.01 |
| ES Eversource Energy | Reduce -6.3% | 0.04% | −0.01 |
| AXP American Express Co. | Reduce -15.0% | 0.08% | −0.01 |
| O Realty Income Corp. | Reduce -0.9% | 0.06% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -9.7% | 0.06% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -2.2% | 0.06% | −0.00 |
| KO The Coca-Cola Co. | Reduce -6.1% | 0.18% | −0.00 |
| DIS The Walt Disney Co. | Reduce -5.7% | 0.05% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| AVGO Broadcom Inc. | Add +25.5% | 1.86% | +0.43 |
| GLD SPDR Gold Shares | Add +5.6% | 2.50% | +0.35 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +11.7% | 3.33% | +0.30 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +16.6% | 1.96% | +0.25 |
| IEFA iShares Core MSCI Eafe ETF | Add +107.8% | 0.39% | +0.21 |
| IEI iShares 3-7 Year Treasury Bo | Add +18.3% | 0.84% | +0.12 |
| AMGN Amgen Inc. | Add +24.8% | 0.38% | +0.11 |
| TSLA Tesla Inc. | New | 0.10% | +0.10 |
| ITOT iShares Core S&P Total U.S. | Add +13.9% | 0.67% | +0.09 |
| IEMG iShares Core MSCI Emerging | Add +42.8% | 0.28% | +0.09 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +9.4% | 1.26% | +0.08 |
| JNJ Johnson & Johnson | Add +0.8% | 0.67% | +0.07 |
| FCOM Fidelity MSCI Comm Serv Indx | New | 0.05% | +0.05 |
| SLV iShares Silver Trust | New | 0.04% | +0.04 |
| CRS Carpenter Technology | New | 0.04% | +0.04 |
| AMAT Applied Materials Inc. | New | 0.04% | +0.04 |
| GWW WW Grainger Inc. | Add +45.7% | 0.10% | +0.03 |
| TJX TJX Companies Inc. | Add +0.2% | 0.68% | +0.03 |
| CMI Cummins Inc. | New | 0.03% | +0.03 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| SPGI S&P Global Inc. | Add +1.2% | 0.43% | +0.03 |
| GE General Electric | Add +83.0% | 0.06% | +0.03 |
| FLOT iShares Floating Rate Bond E | Add +12.5% | 0.29% | +0.03 |
| BAC Bank of America Corp. | Add +1.4% | 0.37% | +0.02 |
| SHY iShares 1-3 Year Treasury Bo | Add +6.2% | 0.44% | +0.02 |
| XOM Exxon Mobil Corp. | Add +15.1% | 0.11% | +0.02 |
| MPC Marathon Petroleum Corp. | Add +70.1% | 0.06% | +0.02 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +7.7% | 0.24% | +0.02 |
| MDY State Street SPDR S&P Midcap | Add +5.2% | 0.35% | +0.02 |
| BKLN Invesco Senior Loan ETF | Add +4.1% | 0.54% | +0.02 |
| PFF iShares Preferred & Income S | Add +5.4% | 0.88% | +0.02 |
| TXT Textron Inc. | Add +19.1% | 0.08% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +6.6% | 0.21% | +0.01 |
| XLV SS Health Care Select Sector | Add +17.3% | 0.05% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +11.1% | 0.12% | +0.01 |
| CVX Chevron Corp. | Add +9.1% | 0.15% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +3.0% | 0.07% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +8.0% | 0.09% | +0.01 |
| WFC Wells Fargo & Co. | Add +1.2% | 0.05% | +0.00 |
| TIP iShares Tips Bond ETF | Add +4.4% | 0.26% | +0.00 |
| VCR Vanguard Consumer Discre ETF | Add +9.7% | 0.06% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.05% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.4% | 0.05% | +0.00 |
| XLB SS Materials Select Sector | Add +1.7% | 0.04% | +0.00 |
| BND Vanguard Total Bond Market | Add +0.2% | 0.07% | −0.00 |
| DUK Duke Energy Corp. | Add +1.1% | 0.09% | −0.01 |
| ENB Enbridge Inc. | Add +1.4% | 0.12% | −0.01 |
| SHW The Sherwin-Williams Co. | Add +1.0% | 0.20% | −0.01 |
| IGV iShares Expanded Tech-Softwa | Add +1.9% | 0.24% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.3% | 0.89% | −0.05 |
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 |