Blue Fin Capital, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 28, 2026), Blue Fin Capital, Inc. reported 150 stock positions worth $609.6 million. Its top holding was Nvidia (NVDA) at 16.3% of the portfolio, followed by Apple (AAPL, 8.0%) and Microsoft (MSFT, 5.7%). Compared with Q4 2025, it opened 2 new positions, sold out of 5, added to 60 and reduced 68. The biggest buy was iShares 1-5Y Inv Grade (IGSB, shares +8%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Warren, RI
- CIK
- 0001576102
- Portfolio Value
- $609.6M (Q1 2026)
- SEC Filing
- 0001172661-26-002442 ↗ filed May 28, 2026
Holdings Value
Holdings 150 stocks · $609.6M
| NVDA Nvidia Corp. | 16.28% | 569,190 | $99.3M | Reduce -1.2% |
| AAPL Apple Inc. | 7.97% | 191,563 | $48.6M | Reduce -1.9% |
| MSFT Microsoft Corp. | 5.68% | 93,524 | $34.6M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 4.82% | 102,231 | $29.4M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 4.11% | 120,190 | $25.0M | Reduce -1.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 3.80% | 440,329 | $23.1M | Add +8.3% |
| META Meta Platforms Inc. Class A | 3.70% | 39,468 | $22.6M | Reduce -1.2% |
| GLD SPDR Gold Shares | 2.85% | 40,402 | $17.4M | Reduce -0.5% |
| IGIB iShares 5-10Y Inv Grade Corp. | 2.24% | 256,274 | $13.6M | Add +9.2% |
| COST Costco Wholesale Corp. | 1.98% | 12,132 | $12.1M | Add +0.7% |
| V Visa Inc. Class A | 1.88% | 37,983 | $11.5M | Reduce -4.8% |
| AVGO Broadcom Inc. | 1.87% | 36,854 | $11.4M | Add +6.2% |
| MA Mastercard Inc. Class A | 1.82% | 22,213 | $11.1M | Reduce -5.0% |
| JPM JPMorgan Chase & Co. | 1.71% | 35,458 | $10.4M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 1.52% | 10,075 | $9.3M | Reduce -5.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.36% | 104,555 | $8.3M | Add +4.0% |
| GOOG Alphabet Inc. Class C | 1.29% | 27,376 | $7.9M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.26% | 11,778 | $7.7M | Add +0.5% |
| WMT Walmart Inc. | 1.13% | 55,281 | $6.9M | Reduce -5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 14,076 | $6.7M | Reduce -0.5% |
| IEI iShares 3-7 Year Treasury Bo | 1.00% | 51,428 | $6.1M | Add +13.5% |
| RTX RTX Corp. | 0.98% | 30,958 | $6.0M | Reduce -0.3% |
| PFF iShares Preferred & Income S | 0.98% | 196,083 | $5.9M | Add +7.2% |
| JNJ Johnson & Johnson | 0.84% | 20,919 | $5.1M | Add +0.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.82% | 12,743 | $5.0M | Add +4.0% |
| ITOT iShares Core S&P Total U.S. | 0.80% | 34,065 | $4.9M | Add +17.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.76% | 28,947 | $4.6M | Add +0.9% |
| AMD Advanced Micro Devices | 0.75% | 22,358 | $4.5M | Add +0.4% |
| IWV iShares Russell 3000 ETF | 0.74% | 12,156 | $4.5M | Reduce -0.1% |
| UNH Unitedhealth Group Inc. | 0.72% | 16,171 | $4.4M | Add +0.3% |
| LMT Lockheed Martin Corp. | 0.70% | 7,050 | $4.3M | Add +2.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.68% | 50,218 | $4.1M | Add +45.2% |
| NEE Nextera Energy Inc. | 0.68% | 44,367 | $4.1M | Add +2.1% |
| BLK BlackRock Inc. | 0.67% | 4,273 | $4.1M | Add +3.0% |
| BN Brookfield Corp. | 0.64% | 97,107 | $3.9M | Reduce -5.9% |
| HD Home Depot Inc. | 0.61% | 11,344 | $3.7M | Add +4.3% |
| ABBV Abbvie Inc. | 0.59% | 16,445 | $3.6M | Add +0.9% |
| BKLN Invesco Senior Loan ETF | 0.58% | 173,088 | $3.5M | Add +4.7% |
| SYK Stryker Corp. | 0.55% | 10,226 | $3.4M | Reduce -0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.54% | 36,083 | $3.3M | Add +26.8% |
| EEM iShares MSCI Emerging Market | 0.53% | 56,505 | $3.2M | Reduce -8.8% |
| MRK Merck & Co. Inc. | 0.53% | 26,625 | $3.2M | Reduce -7.3% |
| NOC Northrop Grumman Corp. | 0.52% | 4,669 | $3.2M | Add +1.5% |
| ARM Arm Holdings PLC-ADR | 0.51% | 20,480 | $3.1M | Reduce -9.9% |
| IEMG iShares Core MSCI Emerging | 0.48% | 41,788 | $2.9M | Add +54.3% |
| JNK SS SPDR BB High Yield Bond | 0.43% | 27,231 | $2.6M | Reduce -1.1% |
| MDY State Street SPDR S&P Midcap | 0.43% | 4,219 | $2.6M | Add +13.5% |
| AMGN Amgen Inc. | 0.42% | 7,338 | $2.6M | Reduce -1.4% |
| BX Blackstone Inc. | 0.40% | 21,404 | $2.5M | Add +6.0% |
| SPGI S&P Global Inc. | 0.40% | 5,709 | $2.4M | Add +7.5% |
| ISRG Intuitive Surgical Inc. | 0.36% | 4,794 | $2.2M | Add +0.5% |
| DHI D.R. Horton Inc. | 0.35% | 15,377 | $2.1M | Add +3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.34% | 43,125 | $2.1M | Reduce -0.7% |
| FLOT iShares Floating Rate Bond E | 0.33% | 39,315 | $2.0M | Add +7.3% |
| MCO Moody's Corp. | 0.32% | 4,531 | $2.0M | Reduce -3.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.30% | 38,482 | $1.9M | Add +15.9% |
| ABT Abbott Laboratories | 0.29% | 17,342 | $1.8M | Reduce -2.9% |
| TDG Transdigm Group Inc. | 0.29% | 1,531 | $1.8M | Add +7.6% |
| TIP iShares Tips Bond ETF | 0.28% | 15,607 | $1.7M | Add +3.9% |
| PEP Pepsico Inc. | 0.28% | 10,959 | $1.7M | Reduce -0.3% |
| IBB iShares Biotechnology ETF | 0.28% | 9,989 | $1.7M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.27% | 11,458 | $1.7M | Add +2.3% |
| SCHP Schwab U.S. Tips ETF | 0.25% | 57,050 | $1.5M | Reduce -6.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.25% | 2,591 | $1.5M | Reduce -1.5% |
| CVX Chevron Corp. | 0.24% | 7,047 | $1.5M | Add +10.2% |
| VGT Vanguard Info Tech ETF | 0.23% | 2,035 | $1.4M | Add +11.0% |
| SMH Vaneck Semiconductor ETF | 0.23% | 3,651 | $1.4M | Add +440.9% |
| SHW The Sherwin-Williams Co. | 0.22% | 4,143 | $1.3M | Add +4.3% |
| SO The Southern Co. | 0.21% | 13,150 | $1.3M | Reduce -0.2% |
| SDY SS SPDR S&P Dividend ETF | 0.21% | 8,580 | $1.3M | Reduce -0.2% |
| MU Micron Technology Inc. | 0.20% | 3,576 | $1.2M | Add +2.0% |
| IAU iShares Gold Trust | 0.20% | 13,554 | $1.2M | Reduce -12.0% |
| KO The Coca-Cola Co. | 0.20% | 15,675 | $1.2M | Reduce -7.8% |
| MCD McDonald's Corp. | 0.19% | 3,754 | $1.2M | Reduce -2.6% |
| NFLX Netflix Inc. | 0.19% | 11,910 | $1.1M | No change |
| CL Colgate-Palmolive Co. | 0.17% | 11,845 | $1.0M | Add +4.6% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.17% | 10,508 | $1.0M | Reduce -1.3% |
| AB Alliancebernstein Holding LP | 0.16% | 26,717 | $1.0M | Add +5.0% |
| ACN Accenture PLC Class A | 0.16% | 5,028 | $997K | Reduce -5.5% |
| XOM Exxon Mobil Corp. | 0.16% | 5,804 | $985K | Reduce -0.1% |
| AIA iShares Asia 50 ETF | 0.15% | 8,900 | $945K | Reduce -8.6% |
| BAM Brookfield Asset Mgmt-A | 0.15% | 20,984 | $933K | Reduce -0.4% |
| BSX Boston Scientific Corp. | 0.15% | 14,795 | $928K | Add +12.9% |
| ENB Enbridge Inc. | 0.15% | 16,901 | $915K | Add +5.5% |
| AGG iShares Core U.S. Aggregate | 0.14% | 8,801 | $874K | Reduce -2.7% |
| XLC SS Comm Select Sector SPDR | 0.14% | 7,609 | $844K | Add +14.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.12% | 538 | $711K | Add +22.3% |
| CSCO Cisco Systems Inc. | 0.12% | 9,077 | $704K | Reduce -16.8% |
| GWW WW Grainger Inc. | 0.11% | 619 | $675K | Reduce -0.5% |
| EMB iShares JP Morgan Usd Emergi | 0.10% | 6,701 | $629K | Add +8.5% |
| DUK Duke Energy Corp. | 0.10% | 4,720 | $618K | No change |
| LOW Lowe's Cos Inc. | 0.10% | 2,570 | $607K | Add +24.6% |
| MPC Marathon Petroleum Corp. | 0.10% | 2,412 | $589K | Reduce -0.4% |
| VYM Vanguard High DVD Yield ETF | 0.09% | 3,593 | $532K | No change |
| TXT Textron Inc. | 0.09% | 6,013 | $527K | Reduce -0.2% |
| PCY Invesco Emerging Markets Sov | 0.09% | 25,189 | $526K | Reduce -0.0% |
| QCOM Qualcomm Inc. | 0.09% | 4,030 | $519K | Reduce -15.1% |
| TSLA Tesla Inc. | 0.08% | 1,384 | $515K | No change |
| DE Deere & Co. | 0.08% | 903 | $509K | No change |
| XLK SS Technology Select Sector | 0.08% | 3,748 | $498K | Reduce -40.7% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -0.8% | 5.68% | −1.39 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 3.70% | −0.38 |
| NVDA Nvidia Corp. | Reduce -1.2% | 16.28% | −0.38 |
| V Visa Inc. Class A | Reduce -4.8% | 1.88% | −0.29 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 4.11% | −0.26 |
| AAPL Apple Inc. | Reduce -1.9% | 7.97% | −0.25 |
| LLY Eli Lilly & Co. | Reduce -5.2% | 1.52% | −0.25 |
| MA Mastercard Inc. Class A | Reduce -5.0% | 1.82% | −0.25 |
| GOOGL Alphabet Inc. Class A | Reduce -2.1% | 4.82% | −0.25 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.24 |
| BN Brookfield Corp. | Reduce -5.9% | 0.64% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 1.71% | −0.07 |
| XLK SS Technology Select Sector | Reduce -40.7% | 0.08% | −0.06 |
| ACN Accenture PLC Class A | Reduce -5.5% | 0.16% | −0.06 |
| ABT Abbott Laboratories | Reduce -2.9% | 0.29% | −0.05 |
| MCO Moody's Corp. | Reduce -3.8% | 0.32% | −0.05 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 1.29% | −0.05 |
| QCOM Qualcomm Inc. | Reduce -15.1% | 0.09% | −0.04 |
| AXP American Express Co. | Reduce -42.5% | 0.04% | −0.04 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −0.03 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.03 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −0.03 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.03 |
| BAC Bank of America Corp. | Reduce -0.7% | 0.34% | −0.03 |
| ORCL Oracle Corp. | Reduce -11.9% | 0.05% | −0.02 |
| BAM Brookfield Asset Mgmt-A | Reduce -0.4% | 0.15% | −0.02 |
| ADP Automatic Data Processing | Reduce -2.5% | 0.07% | −0.02 |
| CSCO Cisco Systems Inc. | Reduce -16.8% | 0.12% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -13.4% | 0.05% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -24.6% | 0.05% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.0% | 0.06% | −0.01 |
| SYK Stryker Corp. | Reduce -0.2% | 0.55% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.5% | 0.25% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -23.5% | 0.05% | −0.01 |
| LHX L3HARRIS Technologies Inc. | Reduce -27.2% | 0.04% | −0.00 |
| WFC Wells Fargo & Co. | Reduce -0.0% | 0.04% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.6% | 0.07% | −0.00 |
| VOX Vanguard Communication Servi | Reduce -2.4% | 0.06% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Reduce -6.4% | 0.25% | −0.00 |
| EW Edwards Lifesciences Corp. | Reduce -0.6% | 0.04% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 0.05% | 0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.2% | 0.08% | +0.00 |
| EEM iShares MSCI Emerging Market | Reduce -8.8% | 0.53% | +0.00 |
| PCY Invesco Emerging Markets Sov | Reduce -0.0% | 0.09% | +0.00 |
| IAU iShares Gold Trust | Reduce -12.0% | 0.20% | +0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -2.7% | 0.14% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 1.11% | +0.00 |
| ITW Illinois Tool Works | Reduce -0.5% | 0.04% | +0.00 |
| TXT Textron Inc. | Reduce -0.2% | 0.09% | +0.00 |
| PSA Public Storage | Reduce -0.6% | 0.06% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| IGSB iShares 1-5Y Inv Grade Corp. | Add +8.3% | 3.80% | +0.46 |
| COST Costco Wholesale Corp. | Add +0.7% | 1.98% | +0.37 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +9.2% | 2.24% | +0.28 |
| SHY iShares 1-3 Year Treasury Bo | Add +45.2% | 0.68% | +0.24 |
| IEMG iShares Core MSCI Emerging | Add +54.3% | 0.48% | +0.20 |
| SMH Vaneck Semiconductor ETF | Add +440.9% | 0.23% | +0.19 |
| LMT Lockheed Martin Corp. | Add +2.4% | 0.70% | +0.18 |
| JNJ Johnson & Johnson | Add +0.6% | 0.84% | +0.17 |
| IEI iShares 3-7 Year Treasury Bo | Add +13.5% | 1.00% | +0.16 |
| IEFA iShares Core MSCI Eafe ETF | Add +26.8% | 0.54% | +0.14 |
| NEE Nextera Energy Inc. | Add +2.1% | 0.68% | +0.14 |
| ITOT iShares Core S&P Total U.S. | Add +17.1% | 0.80% | +0.13 |
| NOC Northrop Grumman Corp. | Add +1.5% | 0.52% | +0.12 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +4.0% | 1.36% | +0.11 |
| PFF iShares Preferred & Income S | Add +7.2% | 0.98% | +0.10 |
| CVX Chevron Corp. | Add +10.2% | 0.24% | +0.09 |
| MDY State Street SPDR S&P Midcap | Add +13.5% | 0.43% | +0.08 |
| TJX TJX Companies Inc. | Add +0.9% | 0.76% | +0.07 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +15.9% | 0.30% | +0.06 |
| WM Waste Management Inc. | New | 0.06% | +0.06 |
| ASML ASML Holding NV-NY Reg SHS | Add +22.3% | 0.12% | +0.04 |
| MU Micron Technology Inc. | Add +2.0% | 0.20% | +0.04 |
| TPL Texas Pacific Land Corp. | New | 0.04% | +0.04 |
| BKLN Invesco Senior Loan ETF | Add +4.7% | 0.58% | +0.04 |
| FLOT iShares Floating Rate Bond E | Add +7.3% | 0.33% | +0.04 |
| HD Home Depot Inc. | Add +4.3% | 0.61% | +0.03 |
| ENB Enbridge Inc. | Add +5.5% | 0.15% | +0.03 |
| CL Colgate-Palmolive Co. | Add +4.6% | 0.17% | +0.03 |
| TIP iShares Tips Bond ETF | Add +3.9% | 0.28% | +0.03 |
| PG The Procter & Gamble Co. | Add +2.3% | 0.27% | +0.02 |
| LOW Lowe's Cos Inc. | Add +24.6% | 0.10% | +0.02 |
| VGT Vanguard Info Tech ETF | Add +11.0% | 0.23% | +0.02 |
| XLB SS Materials Select Sector | Add +22.8% | 0.06% | +0.02 |
| SHW The Sherwin-Williams Co. | Add +4.3% | 0.22% | +0.02 |
| IBB iShares Biotechnology ETF | Add +1.0% | 0.28% | +0.02 |
| XLC SS Comm Select Sector SPDR | Add +14.7% | 0.14% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.5% | 1.26% | +0.02 |
| DHI D.R. Horton Inc. | Add +3.6% | 0.35% | +0.01 |
| XLRE SS Real Estate Select Sector | Add +15.6% | 0.07% | +0.01 |
| AB Alliancebernstein Holding LP | Add +5.0% | 0.16% | +0.01 |
| EMB iShares JP Morgan Usd Emergi | Add +8.5% | 0.10% | +0.01 |
| ABBV Abbvie Inc. | Add +0.9% | 0.59% | +0.01 |
| GE General Electric | Add +15.9% | 0.07% | +0.01 |
| AVGO Broadcom Inc. | Add +6.2% | 1.87% | +0.01 |
| AMD Advanced Micro Devices | Add +0.4% | 0.75% | +0.01 |
| D Dominion Energy Inc. | Add +0.6% | 0.05% | +0.01 |
| XLV SS Health Care Select Sector | Add +11.0% | 0.06% | +0.01 |
| SLV iShares Silver Trust | Add +1.3% | 0.05% | +0.01 |
| VCR Vanguard Consumer Discre ETF | Add +13.9% | 0.06% | +0.01 |
| ES Eversource Energy | Add +3.4% | 0.05% | +0.01 |
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 |