Blue Fin Capital, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Blue Fin Capital, Inc. disclosed 164 stock positions valued at approximately $691.76M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 164
- Portfolio Value
- $691.76M
Holdings by Sector
Blue Fin Capital, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 16.13% | 557,807 | +557,807 | +100.00% | $111,611,613 |
| APPLE INC | AAPL | Technology | 8.04% | 192,280 | +192,280 | +100.00% | $55,638,187 |
| ALPHABET INC | GOOGL | Communication Services | 5.96% | 115,443 | +115,443 | +100.00% | $41,255,823 |
| MICROSOFT CORP | MSFT | Technology | 5.00% | 92,797 | +92,797 | +100.00% | $34,615,149 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.21% | 122,337 | +122,337 | +100.00% | $29,157,820 |
| ISHARES TR | IGSB | Other | 3.56% | 469,389 | +469,389 | +100.00% | $24,600,668 |
| META PLATFORMS INC | META | Communication Services | 3.09% | 37,977 | +37,977 | +100.00% | $21,392,019 |
| BROADCOM INC | AVGO | Technology | 2.20% | 40,281 | +40,281 | +100.00% | $15,216,237 |
| SPDR GOLD TR | GLD | Other | 2.14% | 40,273 | +40,273 | +100.00% | $14,835,824 |
| ISHARES TR | IGIB | Other | 2.13% | 276,970 | +276,970 | +100.00% | $14,726,519 |
| VISA INC | V | Financial Services | 1.93% | 38,970 | +38,970 | +100.00% | $13,370,176 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.88% | 22,335 | +22,335 | +100.00% | $12,974,451 |
| ELI LILLY & CO | LLY | Healthcare | 1.74% | 10,018 | +10,018 | +100.00% | $12,015,651 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.68% | 35,577 | +35,577 | +100.00% | $11,645,368 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.67% | 12,332 | +12,332 | +100.00% | $11,536,045 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.63% | 21,964 | +21,964 | +100.00% | $11,280,843 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.44% | 13,078 | +13,078 | +100.00% | $9,980,498 |
| ALPHABET INC | GOOG | Communication Services | 1.40% | 27,335 | +27,335 | +100.00% | $9,658,107 |
| ISHARES TR | HYG | Other | 1.24% | 107,378 | +107,378 | +100.00% | $8,587,053 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.20% | 11,086 | +11,086 | +100.00% | $8,278,916 |
| ARM HOLDINGS PLC | ARM | Technology | 1.04% | 20,369 | +20,369 | +100.00% | $7,222,201 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.98% | 16,254 | +16,254 | +100.00% | $6,755,679 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.96% | 13,324 | +13,324 | +100.00% | $6,667,192 |
| WALMART INC | WMT | Consumer Defensive | 0.90% | 54,976 | +54,976 | +100.00% | $6,226,561 |
| ISHARES TR | IEI | Other | 0.89% | 52,614 | +52,614 | +100.00% | $6,179,542 |
| ISHARES TR | ITOT | Other | 0.87% | 36,793 | +36,793 | +100.00% | $6,043,985 |
| ISHARES TR | PFF | Other | 0.87% | 197,393 | +197,393 | +100.00% | $6,018,505 |
| RTX CORPORATION | RTX | Industrials | 0.85% | 30,840 | +30,840 | +100.00% | $5,851,297 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.76% | 20,710 | +20,710 | +100.00% | $5,259,760 |
| ISHARES TR | IWV | Other | 0.73% | 11,859 | +11,859 | +100.00% | $5,056,773 |
Showing 30 of 164 holdings in the latest reporting period.