13F HOLDINGS REPORT
Blue Fin Capital, Inc.
Quarter ended Q4 2025 · Filed January 23, 2026 · Accession 0001172661-26-000289
Total Value
$644.9M
Positions
153
Other Managers
0
Confidential Omitted
No
Holdings (153)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 576,037 | $107.4M | 16.66% |
| 2 | APPLE INC | AAPL | 195,202 | $53.1M | 8.23% |
| 3 | MICROSOFT CORP | MSFT | 94,288 | $45.6M | 7.07% |
| 4 | ALPHABET INC | GOOG | 104,398 | $32.7M | 5.07% |
| 5 | AMAZON COM INC | AMZN | 121,902 | $28.1M | 4.36% |
| 6 | META PLATFORMS INC | META | 39,930 | $26.4M | 4.09% |
| 7 | ISHARES TR | 464288646 | 406,530 | $21.5M | 3.33% |
| 8 | SPDR GOLD TR | GLD | 40,599 | $16.1M | 2.50% |
| 9 | VISA INC | V | 39,902 | $14.0M | 2.17% |
| 10 | MASTERCARD INCORPORATED | MA | 23,373 | $13.3M | 2.07% |
| 11 | ISHARES TR | 464288638 | 234,664 | $12.6M | 1.96% |
| 12 | BROADCOM INC | AVGO | 34,720 | $12.0M | 1.86% |
| 13 | JPMORGAN CHASE & CO. | VYLD | 35,573 | $11.5M | 1.78% |
| 14 | ELI LILLY & CO | LLY | 10,628 | $11.4M | 1.77% |
| 15 | COSTCO WHSL CORP NEW | 22160K105 | 12,047 | $10.4M | 1.61% |
| 16 | ALPHABET INC | GOOG | 27,466 | $8.6M | 1.34% |
| 17 | ISHARES TR | 464288513 | 100,526 | $8.1M | 1.26% |
| 18 | SPDR S&P 500 ETF TR | SPY | 11,720 | $8.0M | 1.24% |
| 19 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 14,149 | $7.1M | 1.10% |
| 20 | WALMART INC | WMT | 58,205 | $6.5M | 1.01% |
| 21 | CROWDSTRIKE HLDGS INC | CRWD | 12,257 | $5.7M | 0.89% |
| 22 | RTX CORPORATION | RTX | 31,059 | $5.7M | 0.88% |
| 23 | ISHARES TR | 464288687 | 182,967 | $5.7M | 0.88% |
| 24 | ISHARES TR | 464288661 | 45,305 | $5.4M | 0.84% |
| 25 | UNITEDHEALTH GROUP INC | UNH | 16,124 | $5.3M | 0.83% |
| 26 | ADVANCED MICRO DEVICES INC | AMD | 22,276 | $4.8M | 0.74% |
| 27 | BROOKFIELD CORP | 11271J107 | 103,213 | $4.7M | 0.73% |
| 28 | ISHARES TR | 464287689 | 12,174 | $4.7M | 0.73% |
| 29 | BLACKROCK INC | BLK | 4,148 | $4.4M | 0.69% |
| 30 | TJX COS INC NEW | 872540109 | 28,695 | $4.4M | 0.68% |
| 31 | ISHARES TR | 464287150 | 29,084 | $4.3M | 0.67% |
| 32 | JOHNSON & JOHNSON | JNJ | 20,789 | $4.3M | 0.67% |
| 33 | HOME DEPOT INC | HD | 10,878 | $3.7M | 0.58% |
| 34 | ABBVIE INC | ABBV | 16,298 | $3.7M | 0.58% |
| 35 | STRYKER CORPORATION | SYK | 10,245 | $3.6M | 0.56% |
| 36 | NEXTERA ENERGY INC | NEE-PW | 43,441 | $3.5M | 0.54% |
| 37 | INVESCO EXCH TRADED FD TR II | IVZ | 165,392 | $3.5M | 0.54% |
| 38 | ISHARES TR | 464287234 | 61,931 | $3.4M | 0.53% |
| 39 | LOCKHEED MARTIN CORP | LMT | 6,887 | $3.3M | 0.52% |
| 40 | BLACKSTONE INC | BX | 20,201 | $3.1M | 0.48% |
| 41 | MERCK & CO INC | MRK | 28,715 | $3.0M | 0.47% |
| 42 | ISHARES TR | 464287457 | 34,585 | $2.9M | 0.44% |
| 43 | S&P GLOBAL INC | SPGI | 5,309 | $2.8M | 0.43% |
| 44 | INTUITIVE SURGICAL INC | ISRG | 4,769 | $2.7M | 0.42% |
| 45 | SPDR SERIES TRUST | 78468R622 | 27,519 | $2.7M | 0.41% |
| 46 | NORTHROP GRUMMAN CORP | NOC | 4,598 | $2.6M | 0.41% |
| 47 | ISHARES TR | 46432F842 | 28,448 | $2.5M | 0.39% |
| 48 | ARM HOLDINGS PLC | 042068205 | 22,733 | $2.5M | 0.39% |
| 49 | AMGEN INC | AMGN | 7,444 | $2.4M | 0.38% |
| 50 | MOODYS CORP | MCO | 4,710 | $2.4M | 0.37% |
| 51 | BANK AMERICA CORP | 060505104 | 43,438 | $2.4M | 0.37% |
| 52 | SPDR S&P MIDCAP 400 ETF TR | MDY | 3,717 | $2.2M | 0.35% |
| 53 | ABBOTT LABS | ABLZF | 17,852 | $2.2M | 0.35% |
| 54 | D R HORTON INC | 23331A109 | 14,839 | $2.1M | 0.33% |
| 55 | TRANSDIGM GROUP INC | TDG | 1,423 | $1.9M | 0.29% |
| 56 | ISHARES TR | 46429B655 | 36,628 | $1.9M | 0.29% |
| 57 | ISHARES INC | 46434G103 | 27,077 | $1.8M | 0.28% |
| 58 | ISHARES TR | 464287556 | 9,894 | $1.7M | 0.26% |
| 59 | ISHARES TR | 464287176 | 15,018 | $1.7M | 0.26% |
| 60 | INVESCO QQQ TR | IVZ | 2,631 | $1.6M | 0.25% |
| 61 | SCHWAB STRATEGIC TR | 808524870 | 60,922 | $1.6M | 0.25% |
| 62 | PROCTER AND GAMBLE CO | 742718109 | 11,197 | $1.6M | 0.25% |
| 63 | PEPSICO INC | PEP | 10,986 | $1.6M | 0.24% |
| 64 | SPDR SERIES TRUST | 78468R853 | 33,206 | $1.6M | 0.24% |
| 65 | ISHARES TR | 464287515 | 14,424 | $1.5M | 0.24% |
| 66 | ACCENTURE PLC IRELAND | ACN | 5,318 | $1.4M | 0.22% |
| 67 | VANGUARD WORLD FD | 92204A702 | 1,833 | $1.4M | 0.21% |
| 68 | SHERWIN WILLIAMS CO | SHW | 3,971 | $1.3M | 0.20% |
| 69 | ISHARES GOLD TR | IAU | 15,396 | $1.2M | 0.19% |
| 70 | BOSTON SCIENTIFIC CORP | BSX | 13,099 | $1.2M | 0.19% |
| 71 | SPDR SERIES TRUST | 78464A763 | 8,600 | $1.2M | 0.19% |
| 72 | COCA COLA CO | KO | 16,998 | $1.2M | 0.18% |
| 73 | MCDONALDS CORP | MCD | 3,854 | $1.2M | 0.18% |
| 74 | SOUTHERN CO | SOMN | 13,173 | $1.1M | 0.18% |
| 75 | NETFLIX INC | NFLX | 11,910 | $1.1M | 0.17% |
| 76 | BROOKFIELD ASSET MANAGMT LTD | 113004105 | 21,067 | $1.1M | 0.17% |
| 77 | ISHARES INC | 464286426 | 10,644 | $1.0M | 0.16% |
| 78 | MICRON TECHNOLOGY INC | MU | 3,504 | $1.0M | 0.16% |
| 79 | ALLIANCEBERNSTEIN HLDG L P | 01881G106 | 25,438 | $978,854 | 0.15% |
| 80 | CHEVRON CORP NEW | CVX | 6,395 | $974,662 | 0.15% |
| 81 | ISHARES TR | 464288430 | 9,736 | $949,365 | 0.15% |
| 82 | SELECT SECTOR SPDR TR | 81369Y803 | 6,325 | $910,608 | 0.14% |
| 83 | ISHARES TR | 464287226 | 9,043 | $903,211 | 0.14% |
| 84 | COLGATE PALMOLIVE CO | CL | 11,323 | $894,766 | 0.14% |
| 85 | CISCO SYS INC | CSCO | 10,911 | $840,497 | 0.13% |
| 86 | QUALCOMM INC | QCOM | 4,745 | $811,700 | 0.13% |
| 87 | SELECT SECTOR SPDR TR | 81369Y852 | 6,637 | $781,308 | 0.12% |
| 88 | ENBRIDGE INC | ENNPF | 16,028 | $766,609 | 0.12% |
| 89 | EXXON MOBIL CORP | XOM | 5,812 | $699,422 | 0.11% |
| 90 | WW GRAINGER INC | 384802104 | 622 | $627,629 | 0.10% |
| 91 | TESLA INC | TSLA | 1,384 | $622,412 | 0.10% |
| 92 | ISHARES TR | 464288281 | 6,176 | $594,625 | 0.09% |
| 93 | AUTOMATIC DATA PROCESSING IN | ADP | 2,264 | $582,303 | 0.09% |
| 94 | DUKE ENERGY CORP NEW | DUKB | 4,720 | $553,276 | 0.09% |
| 95 | INVESCO EXCH TRADED FD TR II | IVZ | 25,197 | $545,775 | 0.08% |
| 96 | MORGAN STANLEY | MS-PQ | 2,965 | $526,376 | 0.08% |
| 97 | TEXTRON INC | TXT | 6,024 | $525,082 | 0.08% |
| 98 | AMERICAN EXPRESS CO | AXP | 1,404 | $519,274 | 0.08% |
| 99 | VANGUARD WHITEHALL FDS | 921946406 | 3,593 | $515,667 | 0.08% |
| 100 | PALANTIR TECHNOLOGIES INC | PLTR | 2,849 | $506,410 | 0.08% |
| 101 | LOWES COS INC | 548661107 | 2,063 | $497,513 | 0.08% |
| 102 | VANGUARD INDEX FDS | 922908769 | 1,470 | $492,846 | 0.08% |
| 103 | ISHARES TR | 464287721 | 2,443 | $487,818 | 0.08% |
| 104 | ISHARES TR | 464287200 | 701 | $480,143 | 0.07% |
| 105 | ASML HOLDING N V | ASMLF | 440 | $470,738 | 0.07% |
| 106 | ISHARES TR | 464287614 | 968 | $458,154 | 0.07% |
| 107 | ORACLE CORP | ORCL-PD | 2,316 | $451,333 | 0.07% |
| 108 | CHIPOTLE MEXICAN GRILL INC | CMG | 11,714 | $433,405 | 0.07% |
| 109 | DEERE & CO | DE | 903 | $420,410 | 0.07% |
| 110 | PALO ALTO NETWORKS INC | PANW | 2,281 | $420,234 | 0.07% |
| 111 | VANGUARD BD INDEX FDS | 921937835 | 5,672 | $420,150 | 0.07% |
| 112 | INVESCO EXCHANGE TRADED FD T | IVZ | 8,883 | $416,790 | 0.06% |
| 113 | THERMO FISHER SCIENTIFIC INC | TMO | 716 | $414,886 | 0.06% |
| 114 | VANGUARD WORLD FD | 92204A884 | 2,137 | $413,861 | 0.06% |
| 115 | WELLTOWER INC | WELL | 2,196 | $407,600 | 0.06% |
| 116 | PFIZER INC | PFE | 16,042 | $399,435 | 0.06% |
| 117 | STATE STR CORP | STT-PG | 3,080 | $397,351 | 0.06% |
| 118 | ISHARES TR | 464287465 | 4,131 | $396,656 | 0.06% |
| 119 | MARATHON PETE CORP | MARA | 2,422 | $393,890 | 0.06% |
| 120 | GE AEROSPACE | 369604301 | 1,252 | $385,654 | 0.06% |
| 121 | KLA CORP | KLAC | 310 | $376,675 | 0.06% |
| 122 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 6,856 | $369,833 | 0.06% |
| 123 | VANGUARD WORLD FD | 92204A108 | 915 | $360,534 | 0.06% |
| 124 | SELECT SECTOR SPDR TR | 81369Y860 | 8,894 | $358,873 | 0.06% |
| 125 | REALTY INCOME CORP | O | 6,337 | $357,241 | 0.06% |
| 126 | SELECT SECTOR SPDR TR | 81369Y209 | 2,172 | $336,226 | 0.05% |
| 127 | PUBLIC STORAGE OPER CO | PSA-PS | 1,271 | $329,825 | 0.05% |
| 128 | EATON CORP PLC | ETN | 1,000 | $318,510 | 0.05% |
| 129 | L3HARRIS TECHNOLOGIES INC | LHX | 1,084 | $318,373 | 0.05% |
| 130 | FIDELITY COVINGTON TRUST | 316092873 | 4,290 | $314,371 | 0.05% |
| 131 | DISNEY WALT CO | 254687106 | 2,742 | $311,910 | 0.05% |
| 132 | DOMINION ENERGY INC | D | 5,203 | $304,863 | 0.05% |
| 133 | VANGUARD INDEX FDS | 922908363 | 473 | $296,930 | 0.05% |
| 134 | INTERNATIONAL BUSINESS MACHS | INTR | 1,001 | $296,506 | 0.05% |
| 135 | WELLS FARGO CO NEW | 949746101 | 3,181 | $296,438 | 0.05% |
| 136 | VANECK ETF TRUST | 92189F726 | 1,544 | $292,225 | 0.05% |
| 137 | SELECT SECTOR SPDR TR | 81369Y100 | 6,116 | $277,361 | 0.04% |
| 138 | ISHARES SILVER TR | SLV | 4,200 | $270,564 | 0.04% |
| 139 | AMERICAN ELEC PWR CO INC | 025537101 | 2,298 | $264,982 | 0.04% |
| 140 | EVERSOURCE ENERGY | ES | 3,869 | $260,500 | 0.04% |
| 141 | ENTERPRISE PRODS PARTNERS L | 293792107 | 8,029 | $257,410 | 0.04% |
| 142 | CARPENTER TECHNOLOGY CORP | CRS | 799 | $251,557 | 0.04% |
| 143 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 515 | $247,494 | 0.04% |
| 144 | VANECK ETF TRUST | 92189F676 | 675 | $243,088 | 0.04% |
| 145 | EDWARDS LIFESCIENCES CORP | EW | 2,735 | $233,159 | 0.04% |
| 146 | APPLIED MATLS INC | 038222105 | 906 | $232,833 | 0.04% |
| 147 | ILLINOIS TOOL WKS INC | 452308109 | 936 | $230,537 | 0.04% |
| 148 | APOLLO GLOBAL MGMT INC | 03769M106 | 1,545 | $223,654 | 0.03% |
| 149 | NOVARTIS AG | NVSEF | 1,605 | $221,333 | 0.03% |
| 150 | YUM BRANDS INC | YUM | 1,409 | $213,154 | 0.03% |
| 151 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 3,107 | $212,395 | 0.03% |
| 152 | GE VERNOVA INC | GEV | 313 | $204,567 | 0.03% |
| 153 | CUMMINS INC | CMI | 400 | $204,180 | 0.03% |