Blue Fin Capital, Inc.

CIK

1576102

Location

Warren, RI

Portfolio Value

Small $491,170,565

Diversification

Diversified

Filing Date

Global Rank

#2,342 / 8,232 ▲ 22

Top Industry

Semiconductors 26.1%

3Y Alpha vs SPY

+1.3%

Period ended 2 months ago

Filed May 28, 2026 · 17d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+81.9%

SPY

+76.3%

Annualised alpha

+1.3%

Max drawdown

−20.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

105 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.2%

+0.0 pts

Top 5

48.2%

−1.9 pts

Top 10

63.5%

−2.0 pts

HHI

703

Diversified−26

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	43.4%	$213,266,589	19
Financial Services	12.2%	$60,070,618	16
Communication Services	10.9%	$53,387,791	4
Consumer Cyclical	7.8%	$38,108,728	8
Healthcare	7.7%	$37,726,880	14
Unclassified	6.3%	$30,865,192	7
Consumer Defensive	5.0%	$24,517,458	6
Industrials	3.9%	$19,327,462	15
Utilities	1.4%	$6,909,994	6
Energy	0.9%	$4,503,944	6
Basic Materials	0.3%	$1,328,038	1
Real Estate	0.2%	$1,157,871	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AVGO	Broadcom Inc.	+2,134	36,854	$11,406,681
BSX	Boston Scientific Corp	+1,696	14,795	$928,386
AB	Alliancebernstein Holding L.P.	+1,279	26,717	$1,000,284
BX	Blackstone Inc.	+1,203	21,404	$2,461,245
NEE	Nextera Energy Inc	+926	44,367	$4,120,806
ENB	Enbridge Inc	+873	16,901	$915,020
CVX	Chevron Corp	+652	7,047	$1,458,024
DHI	Horton D R Inc /De/	+538	15,377	$2,110,031
CL	Colgate Palmolive Co	+522	11,845	$1,009,549
LOW	Lowes Companies Inc	+507	2,570	$607,239
MDY	Spdr S&P Midcap 400 ETF Trust	+502	4,219	$2,602,110
CRWD	CrowdStrike Holdings, Inc.	+486	12,743	$4,974,994
HD	Home Depot, Inc.	+466	11,344	$3,730,928
SPGI	S&P Global Inc.	+400	5,709	$2,428,266
PG	PROCTER & GAMBLE Co	+261	11,458	$1,654,993
PANW	Palo Alto Networks Inc	+255	2,536	$406,571
TJX	Tjx Companies Inc /De/	+252	28,947	$4,622,835
GE	General Electric Co	+199	1,451	$411,750
SHW	Sherwin Williams Co	+172	4,143	$1,328,038
LMT	Lockheed Martin Corp	+163	7,050	$4,260,949
ABBV	AbbVie Inc.	+147	16,445	$3,576,623
ES	Eversource Energy	+132	4,001	$277,189
JNJ	Johnson & Johnson	+130	20,919	$5,113,440
BLK	BlackRock, Inc.	+125	4,273	$4,109,386
TDG	TransDigm Group INC	+108	1,531	$1,774,367
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−6,847	569,190	$99,266,736
BN	BROOKFIELD Corp /ON/	−6,106	97,107	$3,929,920
AAPL	Apple Inc.	−3,639	191,563	$48,616,773
WMT	Walmart Inc.	−2,924	55,281	$6,870,322
ARM	Arm Holdings PLC /Uk	−2,253	20,480	$3,098,214
GOOGL	Alphabet Inc.	−2,167	102,231	$29,397,546
MRK	Merck & Co., Inc.	−2,090	26,625	$3,202,721
V	Visa Inc.	−1,919	37,983	$11,479,981
IAU	Ishares Gold Trust	−1,842	13,554	$1,194,920
CSCO	Cisco Systems, Inc.	−1,834	9,077	$704,284
AMZN	Amazon Com Inc	−1,712	120,190	$25,031,971
BMY	Bristol Myers Squibb Co	−1,611	5,245	$318,109
CMG	Chipotle Mexican Grill Inc	−1,576	10,138	$324,517
KO	Coca Cola Co	−1,323	15,675	$1,192,083
MA	Mastercard Inc	−1,160	22,213	$11,098,947
MSFT	Microsoft Corp	−764	93,524	$34,619,779
QCOM	Qualcomm Inc/De	−715	4,030	$518,983
AXP	American Express Co	−596	808	$244,403
LLY	ELI LILLY & Co	−553	10,075	$9,266,682
ABT	Abbott Laboratories	−510	17,342	$1,780,503
META	Meta Platforms, Inc.	−462	39,468	$22,580,826
BAC	Bank Of America Corp /De/	−313	43,125	$2,102,343
LHX	L3harris Technologies, Inc. /De/	−295	789	$272,323
ACN	Accenture plc	−290	5,028	$997,002
ORCL	Oracle Corp	−275	2,041	$300,251
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
WM	Waste Management Inc	1,478	$339,629
TPL	Texas Pacific Land Corp	534	$253,415
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
APO	Apollo Global Management, Inc.	1,545	$223,654
NVS	Novartis AG	1,605	$221,281
YUM	Yum Brands Inc	1,409	$213,153
GBTC	Grayscale Bitcoin Trust ETF	3,107	$212,394
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

105 positions · $491,170,565 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 105 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	569,190	-6,847	$99,266,736	−7.6%	20.21%
AAPL	Apple Inc. Technology	Reduced	191,563	-3,639	$48,616,773	−8.4%	9.90%
MSFT	Microsoft Corp Technology	Reduced	93,524	-764	$34,619,779	−24.1%	7.05%
GOOGL	Alphabet Inc. Communication Services	Reduced	102,231	-2,167	$29,397,546	−10.0%	5.99%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	120,190	-1,712	$25,031,971	−11.0%	5.10%
META	Meta Platforms, Inc. Communication Services	Reduced	39,468	-462	$22,580,826	−14.3%	4.60%
GLD	Spdr Gold Trust	Reduced	40,402	-197	$17,384,576	+8.0%	3.54%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	12,132	+85	$12,088,688	+16.4%	2.46%
V	Visa Inc. Financial Services	Reduced	37,983	-1,919	$11,479,981	−18.0%	2.34%
AVGO	Broadcom Inc. Technology	Added	36,854	+2,134	$11,406,681	−5.1%	2.32%
MA	Mastercard Inc Financial Services	Reduced	22,213	-1,160	$11,098,947	−16.8%	2.26%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	35,458	-115	$10,430,325	−9.0%	2.12%
LLY	ELI LILLY & Co Healthcare	Reduced	10,075	-553	$9,266,682	−18.9%	1.89%
SPY	Spdr S&P 500 ETF Trust	Added	11,778	+58	$7,659,704	−4.2%	1.56%
WMT	Walmart Inc. Consumer Defensive	Reduced	55,281	-2,924	$6,870,322	+5.9%	1.40%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	14,076	-73	$6,745,219	−5.2%	1.37%
RTX	RTX Corp Industrials	Reduced	30,958	-101	$5,971,798	+4.8%	1.22%
JNJ	Johnson & Johnson Healthcare	Added	20,919	+130	$5,113,440	+18.9%	1.04%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	12,743	+486	$4,974,994	−13.4%	1.01%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	28,947	+252	$4,622,835	+4.9%	0.94%
AMD	Advanced Micro Devices Inc Technology	Added	22,358	+82	$4,548,287	−4.7%	0.93%
UNH	Unitedhealth Group Inc Healthcare	Added	16,171	+47	$4,375,710	−17.8%	0.89%
LMT	Lockheed Martin Corp Industrials	Added	7,050	+163	$4,260,949	+27.9%	0.87%
NEE	Nextera Energy Inc Utilities	Added	44,367	+926	$4,120,806	+18.2%	0.84%
BLK	BlackRock, Inc. Financial Services	Added	4,273	+125	$4,109,386	−7.4%	0.84%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	97,107	-6,106	$3,929,920	−17.0%	0.80%
HD	Home Depot, Inc. Consumer Cyclical	Added	11,344	+466	$3,730,928	−0.3%	0.76%
ABBV	AbbVie Inc. Healthcare	Added	16,445	+147	$3,576,623	−4.0%	0.73%
SYK	Stryker Corp Healthcare	Reduced	10,226	-19	$3,360,161	−6.7%	0.68%
MRK	Merck & Co., Inc. Healthcare	Reduced	26,625	-2,090	$3,202,721	+6.0%	0.65%
NOC	Northrop Grumman Corp /De/ Industrials	Added	4,669	+71	$3,185,378	+21.5%	0.65%
ARM	Arm Holdings PLC /Uk Technology	Reduced	20,480	-2,253	$3,098,214	+24.7%	0.63%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	4,219	+502	$2,602,110	+16.0%	0.53%
AMGN	Amgen Inc Healthcare	Reduced	7,338	-106	$2,581,875	+6.0%	0.53%
BX	Blackstone Inc. Financial Services	Added	21,404	+1,203	$2,461,245	−21.0%	0.50%
SPGI	S&P Global Inc. Financial Services	Added	5,709	+400	$2,428,266	−12.5%	0.49%
ISRG	Intuitive Surgical Inc Healthcare	Added	4,794	+25	$2,209,986	−18.2%	0.45%
DHI	Horton D R Inc /De/ Consumer Cyclical	Added	15,377	+538	$2,110,031	−1.3%	0.43%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	43,125	-313	$2,102,343	−12.0%	0.43%
MCO	Moodys Corp /De/ Financial Services	Reduced	4,531	-179	$1,976,648	−17.8%	0.40%
ABT	Abbott Laboratories Healthcare	Reduced	17,342	-510	$1,780,503	−20.4%	0.36%
TDG	TransDigm Group INC Industrials	Added	1,531	+108	$1,774,367	−6.2%	0.36%
PEP	Pepsico Inc Consumer Defensive	Reduced	10,959	-27	$1,701,823	+7.9%	0.35%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	11,458	+261	$1,654,993	+3.1%	0.34%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,591	-40	$1,495,473	−7.5%	0.30%
CVX	Chevron Corp Energy	Added	7,047	+652	$1,458,024	+49.6%	0.30%
SHW	Sherwin Williams Co Basic Materials	Added	4,143	+172	$1,328,038	+3.2%	0.27%
SO	Southern Co Utilities	Reduced	13,150	-23	$1,269,238	+10.5%	0.26%
MU	Micron Technology Inc Technology	Added	3,576	+72	$1,208,115	+20.8%	0.25%
IAU	Ishares Gold Trust	Reduced	13,554	-1,842	$1,194,920	−4.4%	0.24%