Blue Fin Capital, Inc.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $755,923,825 | Individuals and high net worth (96%) |
| Apr 2025 to Mar 2026 | $650,645,952 | Individuals and high net worth (95%) |
| Mar 2024 to Mar 2025 | $507,466,218 | Individuals and high net worth (95%) |
| May 2023 to Feb 2024 | $365,740,980 | Individuals and high net worth (95%) |
| Mar 2023 to Apr 2023 | $365,740,980 | Individuals and high net worth (95%) |
| Apr 2022 to Feb 2023 | $402,991,928 | Individuals and high net worth (95%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 47.9%; sector active share 20.6% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
164 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.8% | $259,686,117 |
| Unclassified | 20.8% | $142,566,341 |
| Communication Services | 10.7% | $73,415,200 |
| Financial Services | 10.0% | $68,374,155 |
| Healthcare | 6.3% | $43,304,401 |
| Consumer Cyclical | 6.2% | $42,704,738 |
| Consumer Defensive | 3.4% | $23,242,997 |
| Industrials | 3.0% | $20,914,927 |
| Utilities | 1.0% | $6,669,908 |
| Energy | 0.5% | $3,303,607 |
| Basic Materials | 0.2% | $1,461,982 |
| Real Estate | 0.2% | $1,244,513 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | +29,060 | 469,389 | $24,600,677 | |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | +20,696 | 276,970 | $14,726,494 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +14,720 | 16,755 | $2,002,557 | |
| GOOGL | Alphabet Inc. | +13,212 | 115,443 | $41,255,864 | |
| KLAC | Kla Corp | +4,276 | 4,580 | $1,381,831 | |
| AVGO | Broadcom Inc. | +3,427 | 40,281 | $15,216,147 | |
| IWF | iShares Russell 1000 Growth ETF | +2,890 | 3,852 | $478,302 | |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | +2,823 | 107,378 | $8,587,018 | |
| IEFA | iShares Core MSCI EAFE ETF | +2,806 | 38,889 | $3,755,899 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | +2,728 | 36,793 | $6,043,986 | |
| IEMG | iShares Trust | +2,226 | 44,014 | $0 | |
| AMZN | Amazon Com Inc | +2,147 | 122,337 | $29,157,800 | |
| — | +2,101 | 40,583 | $2,340,421 | ||
| PFF | iShares Preferred and Income Securities ETF | +1,310 | 197,393 | $6,018,512 | |
| FLOT | iShares Floating Rate Bond ETF | +1,274 | 40,589 | $2,072,068 | |
| IEI | iShares 3-7 Year Treasury Bond ETF | +1,186 | 52,614 | $6,179,514 | |
| TJX | Tjx Companies Inc | +1,089 | 30,036 | $4,550,454 | |
| GE | General Electric Co | +1,043 | 2,494 | $932,082 | |
| V | Visa Inc. | +987 | 38,970 | $13,370,217 | |
| XLRE | State Street(R) Real Estate Select Sector SPDR(R) ETF | +931 | 11,213 | $493,708 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | +867 | 51,085 | $4,194,589 | |
| XLC | State Street(R) Communication Services Select Sector SPDR(R) ETF | +847 | 8,456 | $905,891 | |
| ENB | Enbridge Inc | +838 | 17,739 | $961,631 | |
| AAPL | Apple Inc. | +717 | 192,280 | $55,638,140 | |
| ABT | Abbott Laboratories | +684 | 18,026 | $1,635,679 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | −11,383 | 557,807 | $111,611,602 | |
| CMG | Chipotle Mexican Grill Inc | −2,628 | 7,510 | $255,340 | |
| MU | Micron Technology Inc | −1,947 | 1,629 | $1,880,338 | |
| ACN | Accenture plc | −1,609 | 3,419 | $425,460 | |
| META | Meta Platforms, Inc. | −1,491 | 37,977 | $21,392,064 | |
| BAC | Bank Of America Corp | −1,164 | 41,961 | $2,390,937 | |
| BAM | Brookfield Asset Management Ltd. | −771 | 20,213 | $906,553 | |
| BRK-B | Berkshire Hathaway Inc | −752 | 13,324 | $6,667,196 | |
| MSFT | Microsoft Corp | −727 | 92,797 | $34,615,136 | |
| SPY | Spdr S&P 500 ETF Trust | −692 | 11,086 | $8,278,692 | |
| ISRG | Intuitive Surgical Inc | −559 | 4,235 | $1,684,174 | |
| BKLN | Invesco Ltd. | −503 | 172,585 | $3,515,556 | |
| PFE | Pfizer Inc | −472 | 15,547 | $374,371 | |
| SDY | State Street(R) SPDR(R) S&P(R) Dividend ETF | −381 | 8,199 | $1,247,723 | |
| SCHP | Schwab U.S. TIPS ETF | −351 | 56,699 | $1,502,523 | |
| EFA | iShares MSCI EAFE ETF | −332 | 2,784 | $289,201 | |
| WMT | Walmart Inc. | −305 | 54,976 | $6,226,581 | |
| IWV | iShares Russell 3000 ETF | −297 | 11,859 | $5,056,677 | |
| SO | Southern Co | −296 | 12,854 | $1,230,256 | |
| EEM | iShares MSCI Emerging Markets ETF | −263 | 56,242 | $3,847,515 | |
| PEP | Pepsico Inc | −257 | 10,702 | $1,449,050 | |
| MA | Mastercard Inc | −249 | 21,964 | $11,280,710 | |
| CSCO | Cisco Systems, Inc. | −232 | 8,845 | $1,038,933 | |
| JNJ | Johnson & Johnson | −209 | 20,710 | $5,259,718 | |
| STT | State Street Corp | −201 | 2,879 | $488,278 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| INTC | Intel Corp | 3,238 | $452,121 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 931 | $444,617 | |
| DFAC | Dimensional U.S. Core Equity 2 ETF | 8,014 | $355,501 | |
| APH | Amphenol Corp | 1,956 | $344,881 | |
| SNPS | Synopsys Inc | 734 | $327,415 | |
| DELL | Dell Technologies Inc. | 740 | $319,280 | |
| HWM | Howmet Aerospace Inc. | 1,050 | $282,303 | |
| IDXX | Idexx Laboratories Inc | 525 | $276,381 | |
| VRT | Vertiv Holdings Co | 812 | $271,873 | |
| DFAX | Dimensional World ex. U.S. Core Equity 2 ETF | 6,760 | $249,038 | |
| AGX | Argan Inc | 297 | $237,169 | |
| NDAQ | Nasdaq, Inc. | 2,925 | $230,548 | |
| LITE | Lumentum Holdings Inc. | 268 | $229,960 | |
| COHR | Coherent Corp. | 575 | $226,820 | |
| CAT | Caterpillar Inc | 202 | $215,109 | |
| SNDK | Sandisk Corp | 94 | $213,730 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 557,807 | $111,611,602 | 16.25% | |
| AAPL |
Apple Inc.
Technology
|
Added | 192,280 | $55,638,140 | 8.10% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 115,443 | $41,255,864 | 6.01% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 92,797 | $34,615,136 | 5.04% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 122,337 | $29,157,800 | 4.24% | |
| IGSB |
iShares 1-5 Year Investment Grade Corporate Bond ETF
|
Added | 469,389 | $24,600,677 | 3.58% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 37,977 | $21,392,064 | 3.11% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 40,281 | $15,216,147 | 2.22% | |
| GLD |
Spdr Gold Trust
|
Reduced | 40,273 | $14,835,767 | 2.16% | |
| IGIB |
iShares 5-10 Year Investment Grade Corporate Bond ETF
|
Added | 276,970 | $14,726,494 | 2.14% | |
| V |
Visa Inc.
Financial Services
|
Added | 38,970 | $13,370,217 | 1.95% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 22,335 | $12,974,624 | 1.89% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 10,018 | $12,015,890 | 1.75% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 35,577 | $11,645,419 | 1.70% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 12,332 | $11,536,216 | 1.68% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 21,964 | $11,280,710 | 1.64% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 13,078 | $9,980,344 | 1.45% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 27,335 | $9,658,275 | 1.41% | |
| HYG |
iShares iBoxx $ High Yield Corporate Bond ETF
|
Added | 107,378 | $8,587,018 | 1.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 11,086 | $8,278,692 | 1.21% | |
| ARM |
Arm Holdings PLC
Technology
|
Reduced | 20,369 | $7,222,236 | 1.05% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 16,254 | $6,755,650 | 0.98% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 13,324 | $6,667,196 | 0.97% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 54,976 | $6,226,581 | 0.91% | |
| IEI |
iShares 3-7 Year Treasury Bond ETF
|
Added | 52,614 | $6,179,514 | 0.90% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Added | 36,793 | $6,043,986 | 0.88% | |
| PFF |
iShares Preferred and Income Securities ETF
|
Added | 197,393 | $6,018,512 | 0.88% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 30,840 | $5,851,273 | 0.85% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 20,710 | $5,259,718 | 0.77% | |
| IWV |
iShares Russell 3000 ETF
|
Reduced | 11,859 | $5,056,677 | 0.74% | |
| TJX |
Tjx Companies Inc
Consumer Cyclical
|
Added | 30,036 | $4,550,454 | 0.66% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 17,104 | $4,304,050 | 0.63% | |
| SHY |
iShares 1-3 Year Treasury Bond ETF
|
Added | 51,085 | $4,194,589 | 0.61% | |
| BN |
BROOKFIELD Corp
Financial Services
|
Reduced | 97,010 | $4,131,655 | 0.60% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 4,287 | $4,122,207 | 0.60% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 11,421 | $4,027,958 | 0.59% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 44,252 | $3,883,998 | 0.57% | |
| EEM |
iShares MSCI Emerging Markets ETF
|
Reduced | 56,242 | $3,847,515 | 0.56% | |
| IEFA |
iShares Core MSCI EAFE ETF
|
Added | 38,889 | $3,755,899 | 0.55% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Reduced | 7,027 | $3,579,975 | 0.52% | |
| BKLN |
Invesco Ltd.
Financial Services
|
Reduced | 172,585 | $3,515,556 | 0.51% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 26,735 | $3,435,447 | 0.50% | |
| SYK |
Stryker Corp
Healthcare
|
Added | 10,778 | $3,393,345 | 0.49% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Added | 4,509 | $3,171,360 | 0.46% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 7,332 | $2,655,063 | 0.39% | |
| JNK |
State Street(R) SPDR(R) Bloomberg High Yield Bond ETF
|
Reduced | 27,078 | $2,609,506 | 0.38% | |
| DHI |
Horton D R Inc
Consumer Cyclical
|
Added | 15,592 | $2,539,624 | 0.37% | |
| BX |
Blackstone Inc.
Financial Services
|
Added | 21,571 | $2,538,259 | 0.37% | |
| SMH |
VanEck Semiconductor ETF
|
Added | 3,786 | $2,483,199 | 0.36% | |
| BAC |
Bank Of America Corp
Financial Services
|
Reduced | 41,961 | $2,390,937 | 0.35% |
Showing the top 50 of 164 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.