Blue Fin Capital, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 28, 2026, Blue Fin Capital, Inc. disclosed 164 stock positions valued at approximately $741.59M as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 164
- Portfolio Value
- $741.59M
Holdings by Sector
Blue Fin Capital, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 16.83% | 546,420 | -11,387 | -2.04% | $124,791,411 |
| APPLE INC | AAPL | Technology | 8.64% | 192,331 | +51 | +0.03% | $64,050,099 |
| MICROSOFT CORP | MSFT | Technology | 6.43% | 93,034 | +237 | +0.26% | $47,717,115 |
| ALPHABET INC | GOOGL | Communication Services | 5.69% | 122,549 | +7,106 | +6.16% | $42,166,670 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.17% | 124,073 | +1,736 | +1.42% | $30,912,809 |
| META PLATFORMS INC | META | Communication Services | 3.69% | 37,729 | -248 | -0.65% | $27,360,337 |
| ISHARES TR | IGSB | Other | 3.40% | 491,512 | +22,123 | +4.71% | $25,180,158 |
| SPDR GOLD TR | GLD | Other | 2.09% | 40,688 | +415 | +1.03% | $15,495,676 |
| ISHARES TR | IGIB | Other | 2.01% | 296,561 | +19,591 | +7.07% | $14,931,828 |
| BROADCOM INC | AVGO | Technology | 1.96% | 41,284 | +1,003 | +2.49% | $14,498,611 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.90% | 53,288 | +40,210 | +307.46% | $14,107,945 |
| VISA INC | V | Financial Services | 1.89% | 38,919 | -51 | -0.13% | $13,984,776 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.85% | 22,383 | +48 | +0.21% | $13,692,841 |
| MASTERCARD INCORPORATED | MA | Financial Services | 1.63% | 21,949 | -15 | -0.07% | $12,104,385 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.60% | 35,797 | +220 | +0.62% | $11,842,806 |
| ELI LILLY & CO | LLY | Healthcare | 1.57% | 10,040 | +22 | +0.22% | $11,616,893 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.52% | 12,390 | +58 | +0.47% | $11,279,042 |
| ALPHABET INC | GOOG | Communication Services | 1.26% | 27,329 | -6 | -0.02% | $9,311,956 |
| ISHARES TR | HYG | Other | 1.18% | 113,774 | +6,396 | +5.96% | $8,784,470 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.15% | 11,147 | +61 | +0.55% | $8,501,265 |
| ISHARES TR | ITOT | Other | 0.95% | 42,280 | +5,487 | +14.91% | $7,030,318 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.88% | 13,171 | -153 | -1.15% | $6,558,495 |
| ISHARES TR | IEI | Other | 0.85% | 55,579 | +2,965 | +5.64% | $6,304,934 |
| ISHARES TR | PFF | Other | 0.82% | 206,012 | +8,619 | +4.37% | $6,077,358 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.81% | 16,352 | +98 | +0.60% | $6,002,633 |
| ARM HOLDINGS PLC | ARM | Technology | 0.80% | 20,415 | +46 | +0.23% | $5,913,380 |
| RTX CORPORATION | RTX | Industrials | 0.77% | 30,812 | -28 | -0.09% | $5,720,181 |
| WALMART INC | WMT | Consumer Defensive | 0.77% | 54,934 | -42 | -0.08% | $5,708,724 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.74% | 20,828 | +118 | +0.57% | $5,513,922 |
| ISHARES TR | IWV | Other | 0.69% | 11,831 | -28 | -0.24% | $5,107,108 |
Showing 30 of 164 holdings in the latest reporting period.