13F HOLDINGS REPORT
Blue Fin Capital, Inc.
Quarter ended Q3 2025 · Filed November 21, 2025 · Accession 0001172661-25-005216
Total Value
$636.1M
Positions
147
Other Managers
0
Confidential Omitted
No
Holdings (147)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 620,644 | $115.8M | 18.21% |
| 2 | APPLE INC | AAPL | 199,814 | $50.9M | 8.00% |
| 3 | MICROSOFT CORP | MSFT | 97,011 | $50.2M | 7.90% |
| 4 | META PLATFORMS INC | META | 42,330 | $31.1M | 4.89% |
| 5 | AMAZON COM INC | AMZN | 127,125 | $27.9M | 4.39% |
| 6 | ALPHABET INC | GOOG | 107,072 | $26.0M | 4.09% |
| 7 | ISHARES TR | 464288646 | 364,090 | $19.3M | 3.04% |
| 8 | VISA INC | V | 41,539 | $14.2M | 2.23% |
| 9 | MASTERCARD INCORPORATED | MA | 24,350 | $13.9M | 2.18% |
| 10 | SPDR GOLD TR | GLD | 38,432 | $13.7M | 2.15% |
| 11 | COSTCO WHSL CORP NEW | 22160K105 | 12,311 | $11.4M | 1.79% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 36,045 | $11.4M | 1.79% |
| 13 | ISHARES TR | 464288638 | 201,253 | $10.9M | 1.71% |
| 14 | BROADCOM INC | AVGO | 27,663 | $9.1M | 1.43% |
| 15 | ELI LILLY & CO | LLY | 10,891 | $8.3M | 1.31% |
| 16 | SPDR S&P 500 ETF TR | SPY | 11,747 | $7.8M | 1.23% |
| 17 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 15,405 | $7.7M | 1.22% |
| 18 | ISHARES TR | 464288513 | 91,860 | $7.5M | 1.17% |
| 19 | ALPHABET INC | GOOG | 27,544 | $6.7M | 1.05% |
| 20 | WALMART INC | WMT | 61,171 | $6.3M | 0.99% |
| 21 | CROWDSTRIKE HLDGS INC | CRWD | 12,225 | $6.0M | 0.94% |
| 22 | UNITEDHEALTH GROUP INC | UNH | 16,655 | $5.8M | 0.90% |
| 23 | ISHARES TR | 464288687 | 173,523 | $5.5M | 0.86% |
| 24 | RTX CORPORATION | RTX | 32,122 | $5.4M | 0.85% |
| 25 | BLACKROCK INC | BLK | 4,232 | $4.9M | 0.78% |
| 26 | BROOKFIELD CORP | 11271J107 | 71,154 | $4.9M | 0.77% |
| 27 | ARM HOLDINGS PLC | 042068205 | 33,104 | $4.7M | 0.74% |
| 28 | ISHARES TR | 464287689 | 12,177 | $4.6M | 0.73% |
| 29 | ISHARES TR | 464288661 | 38,304 | $4.6M | 0.72% |
| 30 | HOME DEPOT INC | HD | 10,389 | $4.2M | 0.66% |
| 31 | TJX COS INC NEW | 872540109 | 28,641 | $4.1M | 0.65% |
| 32 | STRYKER CORPORATION | SYK | 11,051 | $4.1M | 0.64% |
| 33 | JOHNSON & JOHNSON | JNJ | 20,633 | $3.8M | 0.60% |
| 34 | ABBVIE INC | ABBV | 16,436 | $3.8M | 0.60% |
| 35 | ISHARES TR | 464287150 | 25,536 | $3.7M | 0.58% |
| 36 | ADVANCED MICRO DEVICES INC | AMD | 22,444 | $3.6M | 0.57% |
| 37 | LOCKHEED MARTIN CORP | LMT | 6,998 | $3.5M | 0.55% |
| 38 | ISHARES TR | 464287234 | 64,542 | $3.4M | 0.54% |
| 39 | BLACKSTONE INC | BX | 20,113 | $3.4M | 0.54% |
| 40 | INVESCO EXCH TRADED FD TR II | IVZ | 158,881 | $3.3M | 0.52% |
| 41 | NEXTERA ENERGY INC | NEE-PW | 43,579 | $3.3M | 0.52% |
| 42 | NORTHROP GRUMMAN CORP | NOC | 4,624 | $2.8M | 0.44% |
| 43 | SPDR SERIES TRUST | 78468R622 | 27,642 | $2.7M | 0.43% |
| 44 | ISHARES TR | 464287457 | 32,553 | $2.7M | 0.42% |
| 45 | S&P GLOBAL INC | SPGI | 5,244 | $2.6M | 0.40% |
| 46 | D R HORTON INC | 23331A109 | 15,049 | $2.6M | 0.40% |
| 47 | MERCK & CO INC | MRK | 29,351 | $2.5M | 0.39% |
| 48 | ABBOTT LABS | ABLZF | 18,227 | $2.4M | 0.38% |
| 49 | MOODYS CORP | MCO | 4,961 | $2.4M | 0.37% |
| 50 | BANK AMERICA CORP | 060505104 | 42,829 | $2.2M | 0.35% |
| 51 | INTUITIVE SURGICAL INC | ISRG | 4,912 | $2.2M | 0.35% |
| 52 | SPDR S&P MIDCAP 400 ETF TR | MDY | 3,535 | $2.1M | 0.33% |
| 53 | TRANSDIGM GROUP INC | TDG | 1,509 | $2.0M | 0.31% |
| 54 | PROCTER AND GAMBLE CO | 742718109 | 11,404 | $1.8M | 0.28% |
| 55 | AMGEN INC | AMGN | 5,967 | $1.7M | 0.26% |
| 56 | ISHARES TR | 46429B655 | 32,565 | $1.7M | 0.26% |
| 57 | SCHWAB STRATEGIC TR | 808524870 | 61,263 | $1.7M | 0.26% |
| 58 | ISHARES TR | 464287515 | 14,154 | $1.6M | 0.26% |
| 59 | ISHARES TR | 464287176 | 14,383 | $1.6M | 0.25% |
| 60 | INVESCO QQQ TR | IVZ | 2,648 | $1.6M | 0.25% |
| 61 | PEPSICO INC | PEP | 11,069 | $1.6M | 0.24% |
| 62 | ACCENTURE PLC IRELAND | ACN | 6,264 | $1.5M | 0.24% |
| 63 | NETFLIX INC | NFLX | 1,206 | $1.4M | 0.23% |
| 64 | ISHARES TR | 464287556 | 9,894 | $1.4M | 0.22% |
| 65 | SPDR SERIES TRUST | 78468R853 | 30,834 | $1.4M | 0.22% |
| 66 | SHERWIN WILLIAMS CO | SHW | 3,930 | $1.4M | 0.21% |
| 67 | BOSTON SCIENTIFIC CORP | BSX | 13,646 | $1.3M | 0.21% |
| 68 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 22,994 | $1.3M | 0.21% |
| 69 | SOUTHERN CO | SOMN | 13,569 | $1.3M | 0.20% |
| 70 | VANGUARD WORLD FD | 92204A702 | 1,719 | $1.3M | 0.20% |
| 71 | ISHARES INC | 46434G103 | 18,962 | $1.2M | 0.20% |
| 72 | SPDR SERIES TRUST | 78464A763 | 8,705 | $1.2M | 0.19% |
| 73 | MCDONALDS CORP | MCD | 3,954 | $1.2M | 0.19% |
| 74 | COCA COLA CO | KO | 18,104 | $1.2M | 0.19% |
| 75 | ISHARES TR | 46432F842 | 13,690 | $1.2M | 0.19% |
| 76 | ISHARES GOLD TR | IAU | 15,396 | $1.1M | 0.18% |
| 77 | SELECT SECTOR SPDR TR | 81369Y803 | 3,712 | $1.0M | 0.16% |
| 78 | ALLIANCEBERNSTEIN HLDG L P | 01881G106 | 26,718 | $1.0M | 0.16% |
| 79 | ISHARES INC | 464286426 | 10,755 | $986,771 | 0.16% |
| 80 | COLGATE PALMOLIVE CO | CL | 12,190 | $974,495 | 0.15% |
| 81 | ISHARES TR | 464288430 | 10,067 | $952,338 | 0.15% |
| 82 | CHEVRON CORP NEW | CVX | 5,864 | $910,621 | 0.14% |
| 83 | ISHARES TR | 464287226 | 9,043 | $906,557 | 0.14% |
| 84 | AUTOMATIC DATA PROCESSING IN | ADP | 2,945 | $864,356 | 0.14% |
| 85 | CISCO SYS INC | CSCO | 11,793 | $806,849 | 0.13% |
| 86 | QUALCOMM INC | QCOM | 4,820 | $801,779 | 0.13% |
| 87 | ENBRIDGE INC | ENNPF | 15,815 | $798,015 | 0.13% |
| 88 | ORACLE CORP | ORCL-PD | 2,755 | $774,791 | 0.12% |
| 89 | SELECT SECTOR SPDR TR | 81369Y852 | 5,976 | $707,379 | 0.11% |
| 90 | CHIPOTLE MEXICAN GRILL INC | CMG | 16,311 | $639,226 | 0.10% |
| 91 | LOWES COS INC | 548661107 | 2,457 | $617,469 | 0.10% |
| 92 | MICRON TECHNOLOGY INC | MU | 3,546 | $593,317 | 0.09% |
| 93 | DUKE ENERGY CORP NEW | DUKB | 4,669 | $577,805 | 0.09% |
| 94 | EXXON MOBIL CORP | XOM | 5,049 | $569,280 | 0.09% |
| 95 | AMERICAN EXPRESS CO | AXP | 1,651 | $548,328 | 0.09% |
| 96 | INVESCO EXCH TRADED FD TR II | IVZ | 25,302 | $545,511 | 0.09% |
| 97 | ISHARES TR | 464288281 | 5,719 | $544,392 | 0.09% |
| 98 | PALANTIR TECHNOLOGIES INC | PLTR | 2,849 | $519,715 | 0.08% |
| 99 | VANGUARD WHITEHALL FDS | 921946406 | 3,593 | $506,433 | 0.08% |
| 100 | ISHARES TR | 464287721 | 2,493 | $488,279 | 0.08% |
| 101 | VANGUARD INDEX FDS | 922908769 | 1,470 | $482,410 | 0.08% |
| 102 | PALO ALTO NETWORKS INC | PANW | 2,321 | $472,602 | 0.07% |
| 103 | MORGAN STANLEY | MS-PQ | 2,965 | $471,316 | 0.07% |
| 104 | ISHARES TR | 464287200 | 701 | $469,179 | 0.07% |
| 105 | ISHARES TR | 464287614 | 968 | $453,421 | 0.07% |
| 106 | PFIZER INC | PFE | 17,009 | $433,377 | 0.07% |
| 107 | TEXTRON INC | TXT | 5,057 | $427,266 | 0.07% |
| 108 | ISHARES TR | 464287465 | 4,575 | $427,168 | 0.07% |
| 109 | VANGUARD BD INDEX FDS | 921937835 | 5,661 | $420,973 | 0.07% |
| 110 | PUBLIC STORAGE OPER CO | PSA-PS | 1,439 | $415,567 | 0.07% |
| 111 | ASML HOLDING N V | ASMLF | 427 | $413,374 | 0.06% |
| 112 | DEERE & CO | DE | 903 | $412,906 | 0.06% |
| 113 | INVESCO EXCHANGE TRADED FD T | IVZ | 9,015 | $407,568 | 0.06% |
| 114 | GRAINGER W W INC | 384802104 | 427 | $407,190 | 0.06% |
| 115 | VANGUARD WORLD FD | 92204A884 | 2,151 | $403,723 | 0.06% |
| 116 | WELLTOWER INC | WELL | 2,196 | $391,195 | 0.06% |
| 117 | REALTY INCOME CORP | O | 6,396 | $388,816 | 0.06% |
| 118 | SELECT SECTOR SPDR TR | 81369Y860 | 9,091 | $383,004 | 0.06% |
| 119 | L3HARRIS TECHNOLOGIES INC | LHX | 1,239 | $378,386 | 0.06% |
| 120 | EATON CORP PLC | ETN | 1,000 | $374,250 | 0.06% |
| 121 | STATE STR CORP | STT-PG | 3,106 | $360,327 | 0.06% |
| 122 | THERMO FISHER SCIENTIFIC INC | TMO | 739 | $358,430 | 0.06% |
| 123 | KLA CORP | KLAC | 315 | $339,759 | 0.05% |
| 124 | DISNEY WALT CO | 254687106 | 2,909 | $333,108 | 0.05% |
| 125 | VANGUARD WORLD FD | 92204A108 | 834 | $330,452 | 0.05% |
| 126 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 7,139 | $321,972 | 0.05% |
| 127 | DOMINION ENERGY INC | D | 5,208 | $318,593 | 0.05% |
| 128 | EVERSOURCE ENERGY | ES | 4,130 | $293,808 | 0.05% |
| 129 | VANGUARD INDEX FDS | 922908363 | 471 | $288,329 | 0.05% |
| 130 | INTERNATIONAL BUSINESS MACHS | INTR | 1,000 | $282,160 | 0.04% |
| 131 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 3,107 | $278,915 | 0.04% |
| 132 | MARATHON PETE CORP | MARA | 1,424 | $274,462 | 0.04% |
| 133 | SELECT SECTOR SPDR TR | 81369Y100 | 3,008 | $269,577 | 0.04% |
| 134 | WELLS FARGO CO NEW | 949746101 | 3,143 | $263,446 | 0.04% |
| 135 | VANECK ETF TRUST | 92189F726 | 1,570 | $260,125 | 0.04% |
| 136 | AMERICAN ELEC PWR CO INC | 025537101 | 2,298 | $258,525 | 0.04% |
| 137 | SELECT SECTOR SPDR TR | 81369Y209 | 1,852 | $257,743 | 0.04% |
| 138 | ENTERPRISE PRODS PARTNERS L | 293792107 | 8,029 | $251,067 | 0.04% |
| 139 | ILLINOIS TOOL WKS INC | 452308109 | 941 | $245,375 | 0.04% |
| 140 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 515 | $238,826 | 0.04% |
| 141 | NOVARTIS AG | NVSEF | 1,763 | $226,135 | 0.04% |
| 142 | VANECK ETF TRUST | 92189F676 | 675 | $220,293 | 0.03% |
| 143 | EDWARDS LIFESCIENCES CORP | EW | 2,820 | $219,311 | 0.03% |
| 144 | ISHARES TR | 464287804 | 1,804 | $214,366 | 0.03% |
| 145 | YUM BRANDS INC | YUM | 1,409 | $214,168 | 0.03% |
| 146 | APOLLO GLOBAL MGMT INC | 03769M106 | 1,545 | $205,902 | 0.03% |
| 147 | GE AEROSPACE | 369604301 | 684 | $205,761 | 0.03% |