13F HOLDINGS REPORT
Blue Fin Capital, Inc.
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001172661-25-003106
Total Value
$587.3M
Positions
144
Other Managers
0
Confidential Omitted
No
Holdings (144)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 669,910 | $105.8M | 18.02% |
| 2 | MICROSOFT CORP | MSFT | 97,919 | $48.7M | 8.29% |
| 3 | APPLE INC | AAPL | 202,850 | $41.6M | 7.09% |
| 4 | META PLATFORMS INC | META | 42,346 | $31.3M | 5.32% |
| 5 | AMAZON COM INC | AMZN | 128,584 | $28.2M | 4.80% |
| 6 | ALPHABET INC | GOOG | 108,334 | $19.1M | 3.25% |
| 7 | ISHARES TR | 464288646 | 336,793 | $17.8M | 3.03% |
| 8 | VISA INC | V | 43,060 | $15.3M | 2.60% |
| 9 | MASTERCARD INCORPORATED | MA | 25,392 | $14.3M | 2.43% |
| 10 | COSTCO WHSL CORP NEW | 22160K105 | 12,466 | $12.3M | 2.10% |
| 11 | SPDR GOLD TR | GLD | 38,403 | $11.7M | 1.99% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 36,270 | $10.5M | 1.79% |
| 13 | ISHARES TR | 464288638 | 181,330 | $9.7M | 1.65% |
| 14 | ELI LILLY & CO | LLY | 11,047 | $8.6M | 1.47% |
| 15 | SPDR S&P 500 ETF TR | SPY | 12,423 | $7.7M | 1.31% |
| 16 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 15,747 | $7.6M | 1.30% |
| 17 | ISHARES TR | 464288513 | 83,823 | $6.8M | 1.15% |
| 18 | CROWDSTRIKE HLDGS INC | CRWD | 12,222 | $6.2M | 1.06% |
| 19 | WALMART INC | WMT | 62,881 | $6.1M | 1.05% |
| 20 | ARM HOLDINGS PLC | 042068205 | 32,878 | $5.3M | 0.91% |
| 21 | UNITEDHEALTH GROUP INC | UNH | 16,720 | $5.2M | 0.89% |
| 22 | ISHARES TR | 464288687 | 166,860 | $5.1M | 0.87% |
| 23 | ALPHABET INC | GOOG | 28,310 | $5.0M | 0.86% |
| 24 | RTX CORPORATION | RTX | 32,450 | $4.7M | 0.81% |
| 25 | BROOKFIELD CORP | 11271J107 | 72,946 | $4.5M | 0.77% |
| 26 | STRYKER CORPORATION | SYK | 11,335 | $4.5M | 0.76% |
| 27 | ISHARES TR | 464288661 | 37,288 | $4.4M | 0.76% |
| 28 | BLACKROCK INC | BLK | 4,134 | $4.3M | 0.74% |
| 29 | ISHARES TR | 464287689 | 12,285 | $4.3M | 0.73% |
| 30 | HOME DEPOT INC | HD | 10,418 | $3.8M | 0.65% |
| 31 | TJX COS INC NEW | 872540109 | 28,299 | $3.5M | 0.60% |
| 32 | BROADCOM INC | AVGO | 12,646 | $3.5M | 0.59% |
| 33 | ISHARES TR | 464287234 | 67,923 | $3.3M | 0.56% |
| 34 | LOCKHEED MARTIN CORP | LMT | 7,063 | $3.3M | 0.56% |
| 35 | INVESCO EXCH TRADED FD TR II | IVZ | 154,470 | $3.2M | 0.55% |
| 36 | JOHNSON & JOHNSON | JNJ | 20,744 | $3.2M | 0.54% |
| 37 | ADVANCED MICRO DEVICES INC | AMD | 21,959 | $3.1M | 0.53% |
| 38 | ABBVIE INC | ABBV | 16,527 | $3.1M | 0.52% |
| 39 | BLACKSTONE INC | BX | 20,149 | $3.0M | 0.51% |
| 40 | NEXTERA ENERGY INC | NEE-PW | 43,244 | $3.0M | 0.51% |
| 41 | ISHARES TR | 464287150 | 21,698 | $2.9M | 0.50% |
| 42 | INTUITIVE SURGICAL INC | ISRG | 5,347 | $2.9M | 0.49% |
| 43 | SPDR SERIES TRUST | 78468R622 | 27,719 | $2.7M | 0.46% |
| 44 | S&P GLOBAL INC | SPGI | 5,105 | $2.7M | 0.46% |
| 45 | MOODYS CORP | MCO | 5,070 | $2.5M | 0.43% |
| 46 | ABBOTT LABS | ABLZF | 18,578 | $2.5M | 0.43% |
| 47 | ISHARES TR | 464287457 | 29,535 | $2.4M | 0.42% |
| 48 | MERCK & CO INC | MRK | 29,937 | $2.4M | 0.40% |
| 49 | NORTHROP GRUMMAN CORP | NOC | 4,626 | $2.3M | 0.39% |
| 50 | TRANSDIGM GROUP INC | TDG | 1,442 | $2.2M | 0.37% |
| 51 | BANK AMERICA CORP | 060505104 | 44,090 | $2.1M | 0.36% |
| 52 | D R HORTON INC | 23331A109 | 14,880 | $1.9M | 0.33% |
| 53 | ACCENTURE PLC IRELAND | ACN | 6,393 | $1.9M | 0.33% |
| 54 | PROCTER AND GAMBLE CO | 742718109 | 11,623 | $1.9M | 0.32% |
| 55 | SPDR S&P MIDCAP 400 ETF TR | MDY | 3,083 | $1.7M | 0.30% |
| 56 | NETFLIX INC | NFLX | 1,281 | $1.7M | 0.29% |
| 57 | AMGEN INC | AMGN | 6,011 | $1.7M | 0.29% |
| 58 | SCHWAB STRATEGIC TR | 808524870 | 61,304 | $1.6M | 0.28% |
| 59 | ISHARES TR | 464287176 | 14,465 | $1.6M | 0.27% |
| 60 | ISHARES TR | 46429B655 | 30,320 | $1.5M | 0.26% |
| 61 | ISHARES TR | 464287515 | 13,755 | $1.5M | 0.26% |
| 62 | INVESCO QQQ TR | IVZ | 2,654 | $1.5M | 0.25% |
| 63 | BOSTON SCIENTIFIC CORP | BSX | 13,603 | $1.5M | 0.25% |
| 64 | PEPSICO INC | PEP | 10,914 | $1.4M | 0.25% |
| 65 | SHERWIN WILLIAMS CO | SHW | 3,831 | $1.3M | 0.22% |
| 66 | COCA COLA CO | KO | 18,163 | $1.3M | 0.22% |
| 67 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 23,044 | $1.3M | 0.22% |
| 68 | ISHARES TR | 464287556 | 10,056 | $1.3M | 0.22% |
| 69 | SOUTHERN CO | SOMN | 13,588 | $1.2M | 0.21% |
| 70 | SPDR SERIES TRUST | 78464A763 | 8,716 | $1.2M | 0.20% |
| 71 | MCDONALDS CORP | MCD | 4,048 | $1.2M | 0.20% |
| 72 | SPDR SERIES TRUST | 78468R853 | 27,681 | $1.2M | 0.20% |
| 73 | COLGATE PALMOLIVE CO | CL | 12,259 | $1.1M | 0.19% |
| 74 | ALLIANCEBERNSTEIN HLDG L P | 01881G106 | 26,717 | $1.1M | 0.19% |
| 75 | SELECT SECTOR SPDR TR | 81369Y803 | 4,061 | $1.0M | 0.18% |
| 76 | VANGUARD WORLD FD | 92204A702 | 1,511 | $1.0M | 0.17% |
| 77 | ISHARES TR | 46432F842 | 11,969 | $999,172 | 0.17% |
| 78 | ISHARES INC | 46434G103 | 16,597 | $996,318 | 0.17% |
| 79 | ISHARES GOLD TR | IAU | 15,508 | $967,079 | 0.16% |
| 80 | AUTOMATIC DATA PROCESSING IN | ADP | 3,012 | $928,990 | 0.16% |
| 81 | ISHARES TR | 464287226 | 9,250 | $917,695 | 0.16% |
| 82 | ISHARES INC | 464286426 | 11,084 | $914,984 | 0.16% |
| 83 | CHIPOTLE MEXICAN GRILL INC | CMG | 15,862 | $890,671 | 0.15% |
| 84 | CHEVRON CORP NEW | CVX | 6,118 | $876,036 | 0.15% |
| 85 | CISCO SYS INC | CSCO | 12,317 | $854,553 | 0.15% |
| 86 | ISHARES TR | 464288430 | 10,334 | $837,674 | 0.14% |
| 87 | QUALCOMM INC | QCOM | 5,056 | $805,288 | 0.14% |
| 88 | ENBRIDGE INC | ENNPF | 14,187 | $642,955 | 0.11% |
| 89 | AMERICAN EXPRESS CO | AXP | 1,824 | $581,820 | 0.10% |
| 90 | SELECT SECTOR SPDR TR | 81369Y852 | 5,245 | $569,240 | 0.10% |
| 91 | DUKE ENERGY CORP NEW | DUKB | 4,769 | $562,757 | 0.10% |
| 92 | LOWES COS INC | 548661107 | 2,457 | $545,135 | 0.09% |
| 93 | EXXON MOBIL CORP | XOM | 5,049 | $544,287 | 0.09% |
| 94 | ISHARES TR | 464288281 | 5,787 | $535,992 | 0.09% |
| 95 | ORACLE CORP | ORCL-PD | 2,451 | $535,862 | 0.09% |
| 96 | INVESCO EXCH TRADED FD TR II | IVZ | 25,348 | $517,860 | 0.09% |
| 97 | DEERE & CO | DE | 946 | $481,032 | 0.08% |
| 98 | VANGUARD WHITEHALL FDS | 921946406 | 3,593 | $478,983 | 0.08% |
| 99 | PALO ALTO NETWORKS INC | PANW | 2,324 | $475,583 | 0.08% |
| 100 | GRAINGER W W INC | 384802104 | 445 | $462,907 | 0.08% |
| 101 | PUBLIC STORAGE OPER CO | PSA-PS | 1,541 | $452,160 | 0.08% |
| 102 | VANGUARD INDEX FDS | 922908769 | 1,470 | $446,777 | 0.08% |
| 103 | PFIZER INC | PFE | 18,336 | $444,468 | 0.08% |
| 104 | ISHARES TR | 464287465 | 4,899 | $437,922 | 0.07% |
| 105 | MICRON TECHNOLOGY INC | MU | 3,546 | $437,045 | 0.07% |
| 106 | ISHARES TR | 464287200 | 701 | $435,251 | 0.07% |
| 107 | ISHARES TR | 464287721 | 2,493 | $431,962 | 0.07% |
| 108 | MORGAN STANLEY | MS-PQ | 2,965 | $417,650 | 0.07% |
| 109 | ISHARES TR | 464287614 | 968 | $410,993 | 0.07% |
| 110 | TEXTRON INC | TXT | 5,108 | $410,121 | 0.07% |
| 111 | VANGUARD BD INDEX FDS | 921937835 | 5,394 | $397,233 | 0.07% |
| 112 | PALANTIR TECHNOLOGIES INC | PLTR | 2,807 | $382,650 | 0.07% |
| 113 | INVESCO EXCHANGE TRADED FD T | IVZ | 9,015 | $381,064 | 0.06% |
| 114 | REALTY INCOME CORP | O | 6,531 | $376,290 | 0.06% |
| 115 | MARATHON PETE CORP | MARA | 2,198 | $365,110 | 0.06% |
| 116 | DISNEY WALT CO | 254687106 | 2,908 | $360,719 | 0.06% |
| 117 | VANGUARD WORLD FD | 92204A884 | 2,095 | $358,463 | 0.06% |
| 118 | EATON CORP PLC | ETN | 1,000 | $356,990 | 0.06% |
| 119 | SELECT SECTOR SPDR TR | 81369Y860 | 8,338 | $345,360 | 0.06% |
| 120 | L3HARRIS TECHNOLOGIES INC | LHX | 1,359 | $340,892 | 0.06% |
| 121 | WELLTOWER INC | WELL | 2,210 | $339,743 | 0.06% |
| 122 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 7,213 | $333,890 | 0.06% |
| 123 | STATE STR CORP | STT-PG | 3,106 | $330,292 | 0.06% |
| 124 | THERMO FISHER SCIENTIFIC INC | TMO | 770 | $312,204 | 0.05% |
| 125 | DOMINION ENERGY INC | D | 5,292 | $299,122 | 0.05% |
| 126 | ASML HOLDING N V | ASMLF | 372 | $298,117 | 0.05% |
| 127 | KLA CORP | KLAC | 329 | $294,698 | 0.05% |
| 128 | INTERNATIONAL BUSINESS MACHS | INTR | 985 | $290,358 | 0.05% |
| 129 | EVERSOURCE ENERGY | ES | 4,231 | $269,176 | 0.05% |
| 130 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 3,107 | $263,567 | 0.04% |
| 131 | VANGUARD WORLD FD | 92204A108 | 716 | $259,449 | 0.04% |
| 132 | WELLS FARGO CO NEW | 949746101 | 3,143 | $251,817 | 0.04% |
| 133 | AMERICAN ELEC PWR CO INC | 025537101 | 2,414 | $250,477 | 0.04% |
| 134 | NOVARTIS AG | NVSEF | 2,061 | $249,447 | 0.04% |
| 135 | ENTERPRISE PRODS PARTNERS L | 293792107 | 8,029 | $248,979 | 0.04% |
| 136 | ILLINOIS TOOL WKS INC | 452308109 | 985 | $243,541 | 0.04% |
| 137 | VANECK ETF TRUST | 92189F726 | 1,570 | $240,650 | 0.04% |
| 138 | SELECT SECTOR SPDR TR | 81369Y100 | 2,678 | $235,155 | 0.04% |
| 139 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 515 | $226,935 | 0.04% |
| 140 | APOLLO GLOBAL MGMT INC | 03769M106 | 1,545 | $219,189 | 0.04% |
| 141 | YUM BRANDS INC | YUM | 1,416 | $209,823 | 0.04% |
| 142 | ISHARES TR | 464287804 | 1,900 | $207,651 | 0.04% |
| 143 | GRACO INC | GGG | 2,400 | $206,328 | 0.04% |
| 144 | EDWARDS LIFESCIENCES CORP | EW | 2,558 | $200,061 | 0.03% |