The Analysis of Blue Fin Capital, Inc.'s Holdings & P&L


Currently, Blue Fin Capital, Inc. holds 150 types of securities in its portfolio with a total value $609.6M. In the most recent quarter, they have increased their positions in IGSB (+33.8K shares, valued at $1.8M), SHY (+15.6K shares, valued at $1.3M), IGIB (+21.6K shares, valued at $1.2M); decreased their positions in NVDA (-6.8K shares, valued at $1.2M), AAPL (-3.6K shares, valued at $923.5K), GOOGL (-2.2K shares, valued at $623.1K); initiated new positions in WM (+1.5K shares, valued at $339.6K), TPL (+534 shares, valued at $253.4K).


1M P&L
-3.8M-0.58%
3M P&L
+1.2M+0.19%
HY P&L
+11.8M+1.86%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A141.5M
23.2%
2Semiconductors120.0M
19.7%
3Internet Content & Information59.8M
9.8%

Top Industries by Stock Count

1N/A51 stocks
34.0%
2Drug Manufacturers - General7 stocks
4.7%
3Aerospace & Defense7 stocks
4.7%
Stock Holdings
NVDA
NVIDIA CORPORATION
-1.19%
Shares569.2K
Event2026-03-31
Filed2026-05-28
AAPL
APPLE INC
-1.86%
Shares191.6K
Event2026-03-31
Filed2026-05-28
MSFT
MICROSOFT CORP
-0.81%
Shares93.5K
Event2026-03-31
Filed2026-05-28
GOOGL
ALPHABET INC
-2.08%
Shares102.2K
Event2026-03-31
Filed2026-05-28
AMZN
AMAZON COM INC
-1.40%
Shares120.2K
Event2026-03-31
Filed2026-05-28
IGSB
ISHARES TR
8.31%
Shares440.3K
Event2026-03-31
Filed2026-05-28
META
META PLATFORMS INC
-1.16%
Shares39.5K
Event2026-03-31
Filed2026-05-28
GLD
SPDR GOLD TR
-0.49%
Shares40.4K
Event2026-03-31
Filed2026-05-28
IGIB
ISHARES TR
9.21%
Shares256.3K
Event2026-03-31
Filed2026-05-28
COST
COSTCO WHOLESALE CORPORATION
0.71%
Shares12.1K
Event2026-03-31
Filed2026-05-28
V
VISA INC
-4.81%
Shares38.0K
Event2026-03-31
Filed2026-05-28
AVGO
BROADCOM INC
6.15%
Shares36.9K
Event2026-03-31
Filed2026-05-28
MA
MASTERCARD INCORPORATED
-4.96%
Shares22.2K
Event2026-03-31
Filed2026-05-28
JPM
JPMORGAN CHASE & CO
-0.32%
Shares35.5K
Event2026-03-31
Filed2026-05-28
LLY
ELI LILLY & CO
-5.20%
Shares10.1K
Event2026-03-31
Filed2026-05-28
HYG
ISHARES TR
4.01%
Shares104.6K
Event2026-03-31
Filed2026-05-28
GOOG
ALPHABET INC
-0.33%
Shares27.4K
Event2026-03-31
Filed2026-05-28
SPY
STATE STR SPDR S&P 500 ETF T
0.49%
Shares11.8K
Event2026-03-31
Filed2026-05-28
WMT
WALMART INC
-5.02%
Shares55.3K
Event2026-03-31
Filed2026-05-28
BRK.B
BERKSHIRE HATHAWAY INC DEL
-0.52%
Shares14.1K
Event2026-03-31
Filed2026-05-28
IEI
ISHARES TR
13.52%
Shares51.4K
Event2026-03-31
Filed2026-05-28
RTX
RTX CORPORATION
-0.33%
Shares31.0K
Event2026-03-31
Filed2026-05-28
PFF
ISHARES TR
7.17%
Shares196.1K
Event2026-03-31
Filed2026-05-28
JNJ
JOHNSON & JOHNSON
0.63%
Shares20.9K
Event2026-03-31
Filed2026-05-28
CRWD
CROWDSTRIKE HLDGS INC
3.97%
Shares12.7K
Event2026-03-31
Filed2026-05-28
ITOT
ISHARES TR
17.13%
Shares34.1K
Event2026-03-31
Filed2026-05-28
TJX
TJX COS INC NEW
0.88%
Shares28.9K
Event2026-03-31
Filed2026-05-28
AMD
ADVANCED MICRO DEVICES INC
0.37%
Shares22.4K
Event2026-03-31
Filed2026-05-28
IWV
ISHARES TR
-0.15%
Shares12.2K
Event2026-03-31
Filed2026-05-28
UNH
UNITEDHEALTH GROUP INC
0.29%
Shares16.2K
Event2026-03-31
Filed2026-05-28
LMT
LOCKHEED MARTIN CORP
2.37%
Shares7.0K
Event2026-03-31
Filed2026-05-28
SHY
ISHARES TR
45.20%
Shares50.2K
Event2026-03-31
Filed2026-05-28
NEE
NEXTERA ENERGY INC
2.13%
Shares44.4K
Event2026-03-31
Filed2026-05-28
BLK
BLACKROCK INC
3.01%
Shares4.3K
Event2026-03-31
Filed2026-05-28
BN
BROOKFIELD CORP
-5.92%
Shares97.1K
Event2026-03-31
Filed2026-05-28
HD
HOME DEPOT INC
4.28%
Shares11.3K
Event2026-03-31
Filed2026-05-28
ABBV
ABBVIE INC
0.90%
Shares16.4K
Event2026-03-31
Filed2026-05-28
BKLN
INVESCO EXCH TRADED FD TR II
4.65%
Shares173.1K
Event2026-03-31
Filed2026-05-28
SYK
STRYKER CORPORATION
-0.19%
Shares10.2K
Event2026-03-31
Filed2026-05-28
IEFA
ISHARES TR
26.84%
Shares36.1K
Event2026-03-31
Filed2026-05-28
EEM
ISHARES TR
-8.76%
Shares56.5K
Event2026-03-31
Filed2026-05-28
MRK
MERCK & CO INC
-7.28%
Shares26.6K
Event2026-03-31
Filed2026-05-28
NOC
NORTHROP GRUMMAN CORP
1.54%
Shares4.7K
Event2026-03-31
Filed2026-05-28
ARM
ARM HOLDINGS PLC
-9.91%
Shares20.5K
Event2026-03-31
Filed2026-05-28
IEMG
ISHARES INC
54.33%
Shares41.8K
Event2026-03-31
Filed2026-05-28
JNK
SPDR SERIES TRUST
-1.05%
Shares27.2K
Event2026-03-31
Filed2026-05-28
MDY
STATE STR SPDR S&P MIDCAP 40
13.51%
Shares4.2K
Event2026-03-31
Filed2026-05-28
AMGN
AMGEN INC
-1.42%
Shares7.3K
Event2026-03-31
Filed2026-05-28
BX
BLACKSTONE INC
5.96%
Shares21.4K
Event2026-03-31
Filed2026-05-28
SPGI
S&P GLOBAL INC
7.53%
Shares5.7K
Event2026-03-31
Filed2026-05-28
ISRG
INTUITIVE SURGICAL INC
0.52%
Shares4.8K
Event2026-03-31
Filed2026-05-28
DHI
D R HORTON INC
3.63%
Shares15.4K
Event2026-03-31
Filed2026-05-28
BAC
BANK AMERICA CORP
-0.72%
Shares43.1K
Event2026-03-31
Filed2026-05-28
FLOT
ISHARES TR
7.34%
Shares39.3K
Event2026-03-31
Filed2026-05-28
MCO
MOODYS CORP
-3.80%
Shares4.5K
Event2026-03-31
Filed2026-05-28
SPSM
SPDR SERIES TRUST
15.89%
Shares38.5K
Event2026-03-31
Filed2026-05-28
ABT
ABBOTT LABORATORIES
-2.86%
Shares17.3K
Event2026-03-31
Filed2026-05-28
TDG
TRANSDIGM GROUP INC
7.59%
Shares1.5K
Event2026-03-31
Filed2026-05-28
TIP
ISHARES TR
3.92%
Shares15.6K
Event2026-03-31
Filed2026-05-28
PEP
PEPSICO INC
-0.25%
Shares11.0K
Event2026-03-31
Filed2026-05-28
IBB
ISHARES TR
0.96%
Shares10.0K
Event2026-03-31
Filed2026-05-28
PG
PROCTER & GAMBLE CO
2.33%
Shares11.5K
Event2026-03-31
Filed2026-05-28
SCHP
SCHWAB STRATEGIC TR
-6.36%
Shares57.0K
Event2026-03-31
Filed2026-05-28
QQQ
INVESCO QQQ TR
-1.52%
Shares2.6K
Event2026-03-31
Filed2026-05-28
CVX
CHEVRON CORPORATION
10.20%
Shares7.0K
Event2026-03-31
Filed2026-05-28
VGT
VANGUARD WORLD FD
11.02%
Shares2.0K
Event2026-03-31
Filed2026-05-28
SMH
VANECK ETF TRUST
440.89%
Shares3.7K
Event2026-03-31
Filed2026-05-28
SHW
SHERWIN WILLIAMS CO
4.33%
Shares4.1K
Event2026-03-31
Filed2026-05-28
SO
SOUTHERN CO
-0.17%
Shares13.2K
Event2026-03-31
Filed2026-05-28
SDY
SPDR SERIES TRUST
-0.23%
Shares8.6K
Event2026-03-31
Filed2026-05-28
MU
MICRON TECHNOLOGY INC
2.05%
Shares3.6K
Event2026-03-31
Filed2026-05-28
IAU
ISHARES GOLD TR
-11.96%
Shares13.6K
Event2026-03-31
Filed2026-05-28
KO
COCA COLA CO
-7.78%
Shares15.7K
Event2026-03-31
Filed2026-05-28
MCD
MCDONALDS CORP
-2.59%
Shares3.8K
Event2026-03-31
Filed2026-05-28
NFLX
NETFLIX INC.
0.00%
Shares11.9K
Event2026-03-31
Filed2026-05-28
CL
COLGATE PALMOLIVE CO
4.61%
Shares11.8K
Event2026-03-31
Filed2026-05-28
EEMA
ISHARES INC
-1.28%
Shares10.5K
Event2026-03-31
Filed2026-05-28
AB
ALLIANCEBERNSTEIN HLDG L P
5.03%
Shares26.7K
Event2026-03-31
Filed2026-05-28
ACN
ACCENTURE PLC IRELAND
-5.45%
Shares5.0K
Event2026-03-31
Filed2026-05-28
XOM
EXXON MOBIL CORP
-0.14%
Shares5.8K
Event2026-03-31
Filed2026-05-28
AIA
ISHARES TR
-8.59%
Shares8.9K
Event2026-03-31
Filed2026-05-28
BAM
BROOKFIELD ASSET MANAGMT LTD
-0.39%
Shares21.0K
Event2026-03-31
Filed2026-05-28
BSX
BOSTON SCIENTIFIC CORP
12.95%
Shares14.8K
Event2026-03-31
Filed2026-05-28
ENB
ENBRIDGE INC
5.45%
Shares16.9K
Event2026-03-31
Filed2026-05-28
AGG
ISHARES TR
-2.68%
Shares8.8K
Event2026-03-31
Filed2026-05-28
XLC
SELECT SECTOR SPDR TR
14.65%
Shares7.6K
Event2026-03-31
Filed2026-05-28
ASML
ASML HLDG NV
22.27%
Shares538
Event2026-03-31
Filed2026-05-28
CSCO
CISCO SYS INC
-16.81%
Shares9.1K
Event2026-03-31
Filed2026-05-28
GWW
WW GRAINGER INC
-0.48%
Shares619
Event2026-03-31
Filed2026-05-28
EMB
ISHARES TR
8.50%
Shares6.7K
Event2026-03-31
Filed2026-05-28
DUK
DUKE ENERGY CORP NEW
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-28
LOW
LOWES COS INC
24.58%
Shares2.6K
Event2026-03-31
Filed2026-05-28
MPC
MARATHON PETE CORP
-0.41%
Shares2.4K
Event2026-03-31
Filed2026-05-28
VYM
VANGUARD WHITEHALL FDS
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-28
TXT
TEXTRON INC
-0.18%
Shares6.0K
Event2026-03-31
Filed2026-05-28
PCY
INVESCO EXCH TRADED FD TR II
-0.03%
Shares25.2K
Event2026-03-31
Filed2026-05-28
QCOM
QUALCOMM INC
-15.07%
Shares4.0K
Event2026-03-31
Filed2026-05-28
TSLA
TESLA INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-28
DE
DEERE & CO
0.00%
Shares903
Event2026-03-31
Filed2026-05-28
XLK
SELECT SECTOR SPDR TR
-40.74%
Shares3.7K
Event2026-03-31
Filed2026-05-28
MS
MORGAN STANLEY
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-28
VTI
VANGUARD INDEX FDS
-0.20%
Shares1.5K
Event2026-03-31
Filed2026-05-28
IYW
ISHARES TR
3.32%
Shares2.5K
Event2026-03-31
Filed2026-05-28
IVV
ISHARES TR
0.00%
Shares701
Event2026-03-31
Filed2026-05-28
PFE
PFIZER INC
-0.14%
Shares16.0K
Event2026-03-31
Filed2026-05-28
ADP
AUTOMATIC DATA PROCESSING IN
-2.52%
Shares2.2K
Event2026-03-31
Filed2026-05-28
KLAC
KLA CORP
-1.94%
Shares304
Event2026-03-31
Filed2026-05-28
WELL
WELLTOWER INC
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-28
PRF
INVESCO EXCHANGE TRADED FD T
0.00%
Shares8.9K
Event2026-03-31
Filed2026-05-28
BND
VANGUARD BD INDEX FDS
1.08%
Shares5.7K
Event2026-03-31
Filed2026-05-28
XLRE
SELECT SECTOR SPDR TR
15.61%
Shares10.3K
Event2026-03-31
Filed2026-05-28
PLTR
PALANTIR TECHNOLOGIES INC
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-28
GE
GE AEROSPACE
15.89%
Shares1.5K
Event2026-03-31
Filed2026-05-28
IWF
ISHARES TR
-0.62%
Shares962
Event2026-03-31
Filed2026-05-28
PANW
PALO ALTO NETWORKS INC
11.18%
Shares2.5K
Event2026-03-31
Filed2026-05-28
STT
STATE STR CORP
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-28
O
REALTY INCOME CORP
-1.58%
Shares6.2K
Event2026-03-31
Filed2026-05-28
XLB
SELECT SECTOR SPDR TR
22.84%
Shares7.5K
Event2026-03-31
Filed2026-05-28
VOX
VANGUARD WORLD FD
-2.39%
Shares2.1K
Event2026-03-31
Filed2026-05-28
VCR
VANGUARD WORLD FD
13.88%
Shares1.0K
Event2026-03-31
Filed2026-05-28
ETN
EATON CORP PLC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-28
XLV
SELECT SECTOR SPDR TR
10.96%
Shares2.4K
Event2026-03-31
Filed2026-05-28
TMO
THERMO FISHER SCIENTIFIC INC
-1.96%
Shares702
Event2026-03-31
Filed2026-05-28
PSA
PUBLIC STORAGE OPER CO
-0.63%
Shares1.3K
Event2026-03-31
Filed2026-05-28
WM
WASTE MGMT INC DEL
New
Shares1.5K
Event2026-03-31
Filed2026-05-28
CMG
CHIPOTLE MEXICAN GRILL INC
-13.45%
Shares10.1K
Event2026-03-31
Filed2026-05-28
D
DOMINION ENERGY INC
0.58%
Shares5.2K
Event2026-03-31
Filed2026-05-28
BMY
BRISTOL-MYERS SQUIBB CO
-23.50%
Shares5.2K
Event2026-03-31
Filed2026-05-28
CRS
CARPENTER TECHNOLOGY CORP
-0.50%
Shares795
Event2026-03-31
Filed2026-05-28
AMAT
APPLIED MATLS INC
0.00%
Shares906
Event2026-03-31
Filed2026-05-28
EPD
ENTERPRISE PRODS PARTNERS L
0.00%
Shares8.0K
Event2026-03-31
Filed2026-05-28
EFA
ISHARES TR
-24.57%
Shares3.1K
Event2026-03-31
Filed2026-05-28
AEP
AMERICAN ELEC PWR CO INC
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-28
ORCL
ORACLE CORP
-11.87%
Shares2.0K
Event2026-03-31
Filed2026-05-28
FCOM
FIDELITY COVINGTON TRUST
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-28
BBH
VANECK ETF TRUST
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-28
SLV
ISHARES SILVER TR
1.29%
Shares4.3K
Event2026-03-31
Filed2026-05-28
VOO
VANGUARD INDEX FDS
-0.85%
Shares469
Event2026-03-31
Filed2026-05-28
ES
EVERSOURCE ENERGY
3.41%
Shares4.0K
Event2026-03-31
Filed2026-05-28
LHX
L3HARRIS TECHNOLOGIES INC
-27.21%
Shares789
Event2026-03-31
Filed2026-05-28
GEV
GE VERNOVA INC
-0.32%
Shares312
Event2026-03-31
Filed2026-05-28
IBM
INTERNATIONAL BUSINESS MACHS
9.99%
Shares1.1K
Event2026-03-31
Filed2026-05-28
DIS
DISNEY WALT CO
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-28
TPL
TEXAS PACIFIC LAND CORPORATI
New
Shares534
Event2026-03-31
Filed2026-05-28
WFC
WELLS FARGO & CO
-0.03%
Shares3.2K
Event2026-03-31
Filed2026-05-28
AXP
AMERICAN EXPRESS CO
-42.45%
Shares808
Event2026-03-31
Filed2026-05-28
ITW
ILLINOIS TOOL WKS INC
-0.53%
Shares931
Event2026-03-31
Filed2026-05-28
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares515
Event2026-03-31
Filed2026-05-28
EW
EDWARDS LIFESCIENCES CORP
-0.55%
Shares2.7K
Event2026-03-31
Filed2026-05-28
CMI
CUMMINS INC
0.00%
Shares400
Event2026-03-31
Filed2026-05-28

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Blue Fin Capital, Inc. Institutional Holdings, Portfolio & P&L β€” TradeFomo