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

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

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
LOW Lowe's Cos Inc. 0.08% 2,063 $498K Reduce -16.0%
VTI VG Morningstar TS MKT ETF-US 0.08% 1,470 $493K No change
IYW iShares Ustechnology ETF 0.08% 2,443 $488K Reduce -2.0%
IVV iShares Core S&P 500 ETF 0.07% 701 $480K No change
ASML ASML Holding NV-NY Reg SHS 0.07% 440 $471K Add +3.0%
IWF iShares Russell 1000 Growth 0.07% 968 $458K No change
ORCL Oracle Corp. 0.07% 2,316 $451K Reduce -15.9%
CMG Chipotle Mexican Grill Inc. 0.07% 11,714 $433K Reduce -28.2%
DE Deere & Co. 0.07% 903 $420K No change
PANW Palo Alto Networks Inc. 0.07% 2,281 $420K Reduce -1.7%
BND Vanguard Total Bond Market 0.07% 5,672 $420K Add +0.2%
PRF Invesco Rafi US 1000 ETF 0.06% 8,883 $417K Reduce -1.5%
TMO Thermo Fisher Scientific Inc. 0.06% 716 $415K Reduce -3.1%
VOX Vanguard Communication Servi 0.06% 2,137 $414K Reduce -0.7%
WELL Welltower Inc. 0.06% 2,196 $408K No change
PFE Pfizer Inc. 0.06% 16,042 $399K Reduce -5.7%
STT State Street Corp. 0.06% 3,080 $397K Reduce -0.8%
EFA iShares MSCI Eafe ETF 0.06% 4,131 $397K Reduce -9.7%
MPC Marathon Petroleum Corp. 0.06% 2,422 $394K Add +70.1%
GE General Electric filed as GE AEROSPACE 0.06% 1,252 $386K Add +83.0%
KLAC KLA Corp. 0.06% 310 $377K Reduce -1.6%
BMY Bristol-Myers Squibb Co. 0.06% 6,856 $370K Reduce -4.0%
VCR Vanguard Consumer Discre ETF 0.06% 915 $361K Add +9.7%
XLRE SS Real Estate Select Sector 0.06% 8,894 $359K Reduce -2.2%
O Realty Income Corp. 0.06% 6,337 $357K Reduce -0.9%
XLV SS Health Care Select Sector 0.05% 2,172 $336K Add +17.3%
PSA Public Storage 0.05% 1,271 $330K Reduce -11.7%
ETN Eaton Corp. PLC 0.05% 1,000 $319K No change
LHX L3HARRIS Technologies Inc. 0.05% 1,084 $318K Reduce -12.5%
FCOM Fidelity MSCI Comm Serv Indx 0.05% 4,290 $314K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 2,742 $312K Reduce -5.7%
D Dominion Energy Inc. 0.05% 5,203 $305K Reduce -0.1%
VOO Vanguard S&P 500 ETF 0.05% 473 $297K Add +0.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.05% 1,001 $297K Add +0.1%
WFC Wells Fargo & Co. 0.05% 3,181 $296K Add +1.2%
BBH Vaneck Biotech ETF 0.05% 1,544 $292K Reduce -1.7%
XLB SS Materials Select Sector 0.04% 6,116 $277K Add +1.7%
SLV iShares Silver Trust 0.04% 4,200 $271K New
AEP American Electric Power 0.04% 2,298 $265K No change
ES Eversource Energy 0.04% 3,869 $261K Reduce -6.3%
EPD Enterprise Products Partners 0.04% 8,029 $257K No change
CRS Carpenter Technology 0.04% 799 $252K New
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.04% 515 $247K No change
SMH Vaneck Semiconductor ETF 0.04% 675 $243K No change
EW Edwards Lifesciences Corp. 0.04% 2,735 $233K Reduce -3.0%
AMAT Applied Materials Inc. 0.04% 906 $233K New
ITW Illinois Tool Works 0.04% 936 $231K Reduce -0.5%
APO Apollo Global Management Inc. 0.03% 1,545 $224K No change
NVS Novartis AG-Sponsored ADR 0.03% 1,605 $221K Reduce -9.0%
YUM Yum! Brands Inc. 0.03% 1,409 $213K No change
GBTC Grayscale Bitcoin Trust ETF 0.03% 3,107 $212K No change
GEV GE Vernova Inc. 0.03% 313 $205K New
CMI Cummins Inc. 0.03% 400 $204K New

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

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