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

Currently, Blue Fin Capital, Inc. holds 153 types of securities in its portfolio with a total value $644.9M. In the most recent quarter, they have increased their positions in N/A (+7.1K shares, valued at $2.4M), IGSB (+42.4K shares, valued at $2.2M), IGIB (+33.4K shares, valued at $1.8M); decreased their positions in NVDA (-44.6K shares, valued at $8.3M), META (-2.4K shares, valued at $1.6M), MSFT (-2.7K shares, valued at $1.3M); initiated new positions in TSLA (+1.4K shares, valued at $622.4K), FCOM (+4.3K shares, valued at $314.4K), SLV (+4.2K shares, valued at $270.6K).

1M P&L

+27.7M+4.92%

3M P&L

+34.0M+6.10%

HY P&L

+38.9M+7.04%

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/A127.5M

22.6%

2Semiconductors116.5M

20.7%

3Consumer Electronics53.1M

9.4%

Top Industries by Stock Count

1N/A48 stocks

35.6%

2Drug Manufacturers - General7 stocks

5.2%

3Aerospace & Defense6 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION576.0K shares-7.19%2025-12-312026-01-23

AAPL APPLE INC195.2K shares-2.31%2025-12-312026-01-23

MSFT MICROSOFT CORP94.3K shares-2.81%2025-12-312026-01-23

ALPHABET INC ALPHABET INC104.4K shares-2.50%2025-12-312026-01-23

AMZN AMAZON COM INC121.9K shares-4.11%2025-12-312026-01-23

META META PLATFORMS INC39.9K shares-5.67%2025-12-312026-01-23

IGSB ISHARES TR406.5K shares11.66%2025-12-312026-01-23

GLD SPDR GOLD TR40.6K shares5.64%2025-12-312026-01-23

Sponsored

V VISA INC39.9K shares-3.94%2025-12-312026-01-23

MA MASTERCARD INCORPORATED23.4K shares-4.01%2025-12-312026-01-23

IGIB ISHARES TR234.7K shares16.60%2025-12-312026-01-23

BROADCOM INC BROADCOM INC34.7K shares25.51%2025-12-312026-01-23

JPM JPMORGAN CHASE & CO.35.6K shares-1.31%2025-12-312026-01-23

LLY ELI LILLY & CO10.6K shares-2.41%2025-12-312026-01-23

COST COSTCO WHSL CORP NEW12.0K shares-2.14%2025-12-312026-01-23

ALPHABET INC ALPHABET INC27.5K shares-0.28%2025-12-312026-01-23

Sponsored

HYG ISHARES TR100.5K shares9.43%2025-12-312026-01-23

SPY SPDR S&P 500 ETF TR11.7K shares-0.23%2025-12-312026-01-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL14.1K shares-8.15%2025-12-312026-01-23

WMT WALMART INC58.2K shares-4.85%2025-12-312026-01-23

CRWD CROWDSTRIKE HLDGS INC12.3K shares0.26%2025-12-312026-01-23

RTX RTX CORPORATION31.1K shares-3.31%2025-12-312026-01-23

PFF ISHARES TR183.0K shares5.44%2025-12-312026-01-23

IEI ISHARES TR45.3K shares18.28%2025-12-312026-01-23

Sponsored

UNH UNITEDHEALTH GROUP INC16.1K shares-3.19%2025-12-312026-01-23

AMD ADVANCED MICRO DEVICES INC22.3K shares-0.75%2025-12-312026-01-23

BN BROOKFIELD CORP103.2K shares45.06%2025-12-312026-01-23

IWV ISHARES TR12.2K shares-0.02%2025-12-312026-01-23

BLACKROCK INC BLACKROCK INC4.1K shares-1.98%2025-12-312026-01-23

TJX TJX COS INC NEW28.7K shares0.19%2025-12-312026-01-23

ITOT ISHARES TR29.1K shares13.89%2025-12-312026-01-23

JNJ JOHNSON & JOHNSON20.8K shares0.76%2025-12-312026-01-23

Sponsored

HD HOME DEPOT INC10.9K shares4.71%2025-12-312026-01-23

ABBV ABBVIE INC16.3K shares-0.84%2025-12-312026-01-23

SYK STRYKER CORPORATION10.2K shares-7.29%2025-12-312026-01-23

NEE NEXTERA ENERGY INC43.4K shares-0.32%2025-12-312026-01-23

BKLN INVESCO EXCH TRADED FD TR II165.4K shares4.10%2025-12-312026-01-23

EEM ISHARES TR61.9K shares-4.05%2025-12-312026-01-23

LMT LOCKHEED MARTIN CORP6.9K shares-1.59%2025-12-312026-01-23

BLACKSTONE INC BLACKSTONE INC20.2K shares0.44%2025-12-312026-01-23

Sponsored

MERCK & CO INC MERCK & CO INC28.7K shares-2.17%2025-12-312026-01-23

SHY ISHARES TR34.6K shares6.24%2025-12-312026-01-23

SPGI S&P GLOBAL INC5.3K shares1.24%2025-12-312026-01-23

ISRG INTUITIVE SURGICAL INC4.8K shares-2.91%2025-12-312026-01-23

SPDR SERIES TRUST SPDR SERIES TRUST27.5K shares-0.44%2025-12-312026-01-23

NOC NORTHROP GRUMMAN CORP4.6K shares-0.56%2025-12-312026-01-23

IEFA ISHARES TR28.4K shares107.80%2025-12-312026-01-23

ARM ARM HOLDINGS PLC22.7K shares-31.33%2025-12-312026-01-23

Sponsored

AMGN AMGEN INC7.4K shares24.75%2025-12-312026-01-23

MCO MOODYS CORP4.7K shares-5.06%2025-12-312026-01-23

BAC BANK AMERICA CORP43.4K shares1.42%2025-12-312026-01-23

MDY SPDR S&P MIDCAP 400 ETF TR3.7K shares5.15%2025-12-312026-01-23

ABT ABBOTT LABS17.9K shares-2.06%2025-12-312026-01-23

DHI D R HORTON INC14.8K shares-1.40%2025-12-312026-01-23

TDG TRANSDIGM GROUP INC1.4K shares-5.70%2025-12-312026-01-23

FLOT ISHARES TR36.6K shares12.48%2025-12-312026-01-23

Sponsored

IEMG ISHARES INC27.1K shares42.80%2025-12-312026-01-23

IBB ISHARES TR9.9K shares0.00%2025-12-312026-01-23

TIP ISHARES TR15.0K shares4.41%2025-12-312026-01-23

INVESCO QQQ TR INVESCO QQQ TR2.6K shares-0.64%2025-12-312026-01-23

SCHP SCHWAB STRATEGIC TR60.9K shares-0.56%2025-12-312026-01-23

PG PROCTER AND GAMBLE CO11.2K shares-1.82%2025-12-312026-01-23

PEP PEPSICO INC11.0K shares-0.75%2025-12-312026-01-23

SPSM SPDR SERIES TRUST33.2K shares7.69%2025-12-312026-01-23

Sponsored

IGV ISHARES TR14.4K shares1.91%2025-12-312026-01-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.3K shares-15.10%2025-12-312026-01-23

VGT VANGUARD WORLD FD1.8K shares6.63%2025-12-312026-01-23

SHW SHERWIN WILLIAMS CO4.0K shares1.04%2025-12-312026-01-23

ISHARES GOLD TR ISHARES GOLD TR15.4K shares0.00%2025-12-312026-01-23

BSX BOSTON SCIENTIFIC CORP13.1K shares-4.01%2025-12-312026-01-23

SDY SPDR SERIES TRUST8.6K shares-1.21%2025-12-312026-01-23

KO COCA COLA CO17.0K shares-6.11%2025-12-312026-01-23

Sponsored

MCD MCDONALDS CORP3.9K shares-2.53%2025-12-312026-01-23

SO SOUTHERN CO13.2K shares-2.92%2025-12-312026-01-23

NFLX NETFLIX INC11.9K shares887.56%2025-12-312026-01-23

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD21.1K shares-8.38%2025-12-312026-01-23

EEMA ISHARES INC10.6K shares-1.03%2025-12-312026-01-23

MU MICRON TECHNOLOGY INC3.5K shares-1.18%2025-12-312026-01-23

AB ALLIANCEBERNSTEIN HLDG L P25.4K shares-4.79%2025-12-312026-01-23

CVX CHEVRON CORP NEW6.4K shares9.06%2025-12-312026-01-23

Sponsored

AIA ISHARES TR9.7K shares-3.29%2025-12-312026-01-23

XLK SELECT SECTOR SPDR TR6.3K shares70.39%2025-12-312026-01-23

AGG ISHARES TR9.0K shares0.00%2025-12-312026-01-23

CL COLGATE PALMOLIVE CO11.3K shares-7.11%2025-12-312026-01-23

CSCO CISCO SYS INC10.9K shares-7.48%2025-12-312026-01-23

QCOM QUALCOMM INC4.7K shares-1.56%2025-12-312026-01-23

XLC SELECT SECTOR SPDR TR6.6K shares11.06%2025-12-312026-01-23

ENB ENBRIDGE INC16.0K shares1.35%2025-12-312026-01-23

Sponsored

XOM EXXON MOBIL CORP5.8K shares15.11%2025-12-312026-01-23

GWW WW GRAINGER INC622 shares45.67%2025-12-312026-01-23

TSLA TESLA INC1.4K sharesnew addition2025-12-312026-01-23

EMB ISHARES TR6.2K shares7.99%2025-12-312026-01-23

ADP AUTOMATIC DATA PROCESSING IN2.3K shares-23.12%2025-12-312026-01-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.7K shares1.09%2025-12-312026-01-23

PCY INVESCO EXCH TRADED FD TR II25.2K shares-0.41%2025-12-312026-01-23

MS MORGAN STANLEY3.0K shares0.00%2025-12-312026-01-23

Sponsored

TXT TEXTRON INC6.0K shares19.12%2025-12-312026-01-23

AXP AMERICAN EXPRESS CO1.4K shares-14.96%2025-12-312026-01-23

VYM VANGUARD WHITEHALL FDS3.6K shares0.00%2025-12-312026-01-23

PLTR PALANTIR TECHNOLOGIES INC2.8K shares0.00%2025-12-312026-01-23

LOW LOWES COS INC2.1K shares-16.04%2025-12-312026-01-23

VTI VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-01-23

IYW ISHARES TR2.4K shares-2.01%2025-12-312026-01-23

IVV ISHARES TR701 shares0.00%2025-12-312026-01-23

Sponsored

ASML ASML HOLDING N V440 shares3.04%2025-12-312026-01-23

IWF ISHARES TR968 shares0.00%2025-12-312026-01-23

ORCL ORACLE CORP2.3K shares-15.93%2025-12-312026-01-23

CMG CHIPOTLE MEXICAN GRILL INC11.7K shares-28.18%2025-12-312026-01-23

DE DEERE & CO903 shares0.00%2025-12-312026-01-23

PANW PALO ALTO NETWORKS INC2.3K shares-1.72%2025-12-312026-01-23

BND VANGUARD BD INDEX FDS5.7K shares0.19%2025-12-312026-01-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.9K shares-1.46%2025-12-312026-01-23

Sponsored

TMO THERMO FISHER SCIENTIFIC INC716 shares-3.11%2025-12-312026-01-23

VOX VANGUARD WORLD FD2.1K shares-0.65%2025-12-312026-01-23

WELL WELLTOWER INC2.2K shares0.00%2025-12-312026-01-23

PFE PFIZER INC16.0K shares-5.69%2025-12-312026-01-23

STT STATE STR CORP3.1K shares-0.84%2025-12-312026-01-23

EFA ISHARES TR4.1K shares-9.70%2025-12-312026-01-23

MPC MARATHON PETE CORP2.4K shares70.08%2025-12-312026-01-23

GE AEROSPACE GE AEROSPACE1.3K shares83.04%2025-12-312026-01-23

Sponsored

KLAC KLA CORP310 shares-1.59%2025-12-312026-01-23

BMY BRISTOL-MYERS SQUIBB CO6.9K shares-3.96%2025-12-312026-01-23

VCR VANGUARD WORLD FD915 shares9.71%2025-12-312026-01-23

XLRE SELECT SECTOR SPDR TR8.9K shares-2.17%2025-12-312026-01-23

O REALTY INCOME CORP6.3K shares-0.92%2025-12-312026-01-23

XLV SELECT SECTOR SPDR TR2.2K shares17.28%2025-12-312026-01-23

PSA PUBLIC STORAGE OPER CO1.3K shares-11.67%2025-12-312026-01-23

EATON CORP PLC EATON CORP PLC1.0K shares0.00%2025-12-312026-01-23

Sponsored

LHX L3HARRIS TECHNOLOGIES INC1.1K shares-12.51%2025-12-312026-01-23

FCOM FIDELITY COVINGTON TRUST4.3K sharesnew addition2025-12-312026-01-23

DIS DISNEY WALT CO2.7K shares-5.74%2025-12-312026-01-23

D DOMINION ENERGY INC5.2K shares-0.10%2025-12-312026-01-23

VANGUARD INDEX FDS VANGUARD INDEX FDS473 shares0.42%2025-12-312026-01-23

IBM INTERNATIONAL BUSINESS MACHS1.0K shares0.10%2025-12-312026-01-23

WFC WELLS FARGO CO NEW3.2K shares1.21%2025-12-312026-01-23

BBH VANECK ETF TRUST1.5K shares-1.66%2025-12-312026-01-23

Sponsored

XLB SELECT SECTOR SPDR TR6.1K shares103.32%2025-12-312026-01-23

SLV ISHARES SILVER TR4.2K sharesnew addition2025-12-312026-01-23

AEP AMERICAN ELEC PWR CO INC2.3K shares0.00%2025-12-312026-01-23

ES EVERSOURCE ENERGY3.9K shares-6.32%2025-12-312026-01-23

EPD ENTERPRISE PRODS PARTNERS L8.0K shares0.00%2025-12-312026-01-23

CRS CARPENTER TECHNOLOGY CORP799 sharesnew addition2025-12-312026-01-23

DIA SPDR DOW JONES INDL AVERAGE515 shares0.00%2025-12-312026-01-23

SMH VANECK ETF TRUST675 shares0.00%2025-12-312026-01-23

Sponsored

EW EDWARDS LIFESCIENCES CORP2.7K shares-3.01%2025-12-312026-01-23

AMAT APPLIED MATLS INC906 sharesnew addition2025-12-312026-01-23

ITW ILLINOIS TOOL WKS INC936 shares-0.53%2025-12-312026-01-23

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC1.5K shares0.00%2025-12-312026-01-23

NVS NOVARTIS AG1.6K shares-8.96%2025-12-312026-01-23

YUM YUM BRANDS INC1.4K shares0.00%2025-12-312026-01-23

GBTC GRAYSCALE BITCOIN TRUST ETF3.1K shares0.00%2025-12-312026-01-23

GEV GE VERNOVA INC313 sharesnew addition2025-12-312026-01-23

Sponsored

CMI CUMMINS INC400 sharesnew addition2025-12-312026-01-23

NVDA

NVIDIA CORPORATION

-7.19%

Shares576.0K

Event2025-12-31

Filed2026-01-23

AAPL

APPLE INC

-2.31%

Shares195.2K

Event2025-12-31

Filed2026-01-23

MSFT

MICROSOFT CORP

-2.81%

Shares94.3K

Event2025-12-31

Filed2026-01-23

ALPHABET INC

-2.50%

Shares104.4K

Event2025-12-31

Filed2026-01-23

AMZN

AMAZON COM INC

-4.11%

Shares121.9K

Event2025-12-31

Filed2026-01-23