Blue Fin Capital, Inc.
Filing Date
Global Rank
#2,639
/ 8,586
▼ 73
Top Industry
Semiconductors
26.1%
3Y Alpha vs SPY
+0.8%
Period ended 3 months ago
Filed May 28, 2026 · 19d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+81.8%
SPY
+78.1%
Annualised alpha
+0.8%
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, 2025Top 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 |
|---|---|---|
| Technology | 43.4% | $213,266,589 |
| Financial Services | 12.2% | $60,070,618 |
| Communication Services | 10.9% | $53,387,791 |
| Consumer Cyclical | 7.8% | $38,108,728 |
| Healthcare | 7.7% | $37,726,880 |
| Unclassified | 6.3% | $30,865,192 |
| Consumer Defensive | 5.0% | $24,517,458 |
| Industrials | 3.9% | $19,327,462 |
| Utilities | 1.4% | $6,909,994 |
| Energy | 0.9% | $4,503,944 |
| Basic Materials | 0.3% | $1,328,038 |
| Real Estate | 0.2% | $1,157,871 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
6 positions ·
$24,517,458 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 12,132 | $12,088,688 | 49.31% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 55,281 | $6,870,322 | 28.02% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 10,959 | $1,701,823 | 6.94% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 11,458 | $1,654,993 | 6.75% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 15,675 | $1,192,083 | 4.86% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Added | 11,845 | $1,009,549 | 4.12% |