Blue Fin Capital, Inc. Portfolio Holdings

Blue Fin Capital, Inc.

$572 Million
Q2 2025

Blue Fin Capital, Inc. has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $572 Million distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $106M, Microsoft Corp with a value of $48.7M, Apple Inc. with a value of $41.6M, Meta Platforms, Inc. with a value of $31.3M, and Amazon Com Inc with a value of $28.2M.

Examining the 13F form we can see an increase of $42.5M in the current position value, from $529M to 572M.

Below you can find more details about Blue Fin Capital, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $572 Million

Technology: $215 Million

ETFs: $110 Million

Financial Services: $60.9 Million

Communication Services: $57.4 Million

Consumer Cyclical: $40.3 Million

Healthcare: $37 Million

Consumer Defensive: $24.2 Million

Industrials: $15.9 Million

Other: $10.8 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
NVDA Nvidia Corp Technology	$456B	$106 Million 18.51% of portfolio	669,910	Q2 2025 Reduced 3.68%
MSFT Microsoft Corp Technology	$3.95T	$48.7 Million 8.52% of portfolio	97,919	Q2 2025 Added 2.95%
AAPL Apple Inc. Technology	$3.69T	$41.6 Million 7.28% of portfolio	202,850	Q2 2025 Reduced 2.0%
META Meta Platforms, Inc. Communication Services	$1.78T	$31.3 Million 5.47% of portfolio	42,346	Q2 2025 Added 1.12%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$28.2 Million 4.93% of portfolio	128,584	Q2 2025 Added 1.95%
GOOGL Alphabet Inc. Communication Services	$1.21T	$19.1 Million 3.34% of portfolio	108,334	Q2 2025 Reduced 0.77%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$17.8 Million 3.11% of portfolio	336,793	Q2 2025 Added 9.84%
V Visa Inc. Financial Services	$551B	$15.3 Million 2.67% of portfolio	43,060	Q2 2025 Reduced 0.9%
MA Mastercard Inc Financial Services	$548B	$14.3 Million 2.5% of portfolio	25,392	Q2 2025 Reduced 1.14%
COST Costco Wholesale Corp Consumer Defensive	$439B	$12.3 Million 2.16% of portfolio	12,466	Q2 2025 Added 0.75%
GLD Spdr Gold Trust ETFs	$106B	$11.7 Million 2.05% of portfolio	38,403	Q2 2025 Added 1.94%
JPM Jpmorgan Chase & CO Financial Services	$859B	$10.5 Million 1.84% of portfolio	36,270	Q2 2025 Added 1.26%
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$9.66 Million 1.69% of portfolio	181,330	Q2 2025 Added 16.53%
LLY Eli Lilly & CO Healthcare	$608B	$8.61 Million 1.51% of portfolio	11,047	Q2 2025 Reduced 0.37%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$7.68 Million 1.34% of portfolio	12,423	Q2 2025 Added 23.55%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$7.65 Million 1.34% of portfolio	15,747	Q2 2025 Added 1.82%
HYG Ishares Tr ETFs	$0	$6.76 Million 1.18% of portfolio	83,823	Q2 2025 Added 10.7%
CRWD Crowd Strike Holdings, Inc. Technology	$93.6B	$6.22 Million 1.09% of portfolio	12,222	Q2 2025 Added 7.17%
WMT Walmart Inc. Consumer Defensive	$281B	$6.15 Million 1.08% of portfolio	62,881	Q2 2025 Reduced 0.8%
UNH Unitedhealth Group Inc Healthcare	$245B	$5.22 Million 0.91% of portfolio	16,720	Q2 2025 Added 2.46%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$5.12 Million 0.9% of portfolio	166,860	Q2 2025 Added 0.5%
GOOG Alphabet Inc. Communication Services	$1.24T	$5.02 Million 0.88% of portfolio	28,310	Q2 2025 Reduced 2.89%
RTX Raytheon Technologies Corp Industrials	$229B	$4.74 Million 0.83% of portfolio	32,450	Q2 2025 Added 2.23%
SYK Stryker Corp Healthcare	$142B	$4.48 Million 0.78% of portfolio	11,335	Q2 2025 Added 2.73%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$4.44 Million 0.78% of portfolio	37,288	Q2 2025 Added 6.24%
IWV Ishares Russell 3000 ETF ETFs	$0	$4.31 Million 0.75% of portfolio	12,285	Q2 2025 Reduced 7.77%
HD Home Depot, Inc. Consumer Cyclical	$405B	$3.82 Million 0.67% of portfolio	10,418	Q2 2025 Added 3.74%
AVGO Broadcom Inc. Technology	$127B	$3.49 Million 0.61% of portfolio	12,646	Q2 2025 Added 286.37%
TJX Tjx Companies Inc Consumer Cyclical	$155B	$3.49 Million 0.61% of portfolio	28,299	Q2 2025 Added 10.91%
EEM Ishares Msci Emerging Markets ETFs	$0	$3.28 Million 0.57% of portfolio	67,923	Q2 2025 Reduced 9.36%
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$3.23 Million 0.57% of portfolio	154,470	Q2 2025 Added 2.23%
LMT Lockheed Martin Corp Industrials	$113B	$3.27 Million 0.57% of portfolio	7,063	Q2 2025 Added 0.06%
JNJ Johnson & Johnson Healthcare	$452B	$3.17 Million 0.55% of portfolio	20,744	Q2 2025 Added 13.11%
AMD Advanced Micro Devices Inc Technology	$282B	$3.12 Million 0.54% of portfolio	21,959	Q2 2025 Added 18.77%
ABBV Abb Vie Inc. Healthcare	$351B	$3.07 Million 0.54% of portfolio	16,527	Q2 2025 Added 12.23%
BX Blackstone Inc. Financial Services	$123B	$3.01 Million 0.53% of portfolio	20,149	Q2 2025 Added 17.42%
NEE Nextera Energy Inc Utilities	$141B	$3 Million 0.52% of portfolio	43,244	Q2 2025 Added 1.8%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$2.93 Million 0.51% of portfolio	21,698	Q2 2025 Added 53.78%
ISRG Intuitive Surgical Inc Healthcare	$169B	$2.91 Million 0.51% of portfolio	5,347	Q2 2025 Added 234.82%
JNK Spdr Bloomberg High Yield Bond ETFs	$0	$2.7 Million 0.47% of portfolio	27,719	Q2 2025 Reduced 5.29%
SPGI S&P Global Inc. Financial Services	$182B	$2.69 Million 0.47% of portfolio	5,105	Q2 2025 Added 2.67%
MCO Moodys Corp Financial Services	$94.5B	$2.54 Million 0.44% of portfolio	5,070	Q2 2025 Added 2.63%
ABT Abbott Laboratories Healthcare	$229B	$2.53 Million 0.44% of portfolio	18,578	Q2 2025 Added 8.7%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$2.45 Million 0.43% of portfolio	29,535	Q2 2025 Added 3.49%
MRK Merck & Co., Inc. Healthcare	$203B	$2.37 Million 0.41% of portfolio	29,937	Q2 2025 Reduced 2.64%
NOC Northrop Grumman Corp Industrials	$89.4B	$2.31 Million 0.4% of portfolio	4,626	Q2 2025 Reduced 4.3%
TDG Trans Digm Group Inc Industrials	$76.5B	$2.19 Million 0.38% of portfolio	1,442	Q2 2025 Added 4.49%
BAC Bank Of America Corp Financial Services	$381B	$2.09 Million 0.36% of portfolio	44,090	Q2 2025 Added 5.28%
DHI Horton D R Inc Consumer Cyclical	$55B	$1.92 Million 0.34% of portfolio	14,880	Q2 2025 Added 0.81%
ACN Accenture PLC Technology	$150B	$1.91 Million 0.33% of portfolio	6,393	Q2 2025 Added 2.83%

Summary

Portfolio
No. of Stocks 144
Current Value $572 Million
Prior Value $529 Million
Filing
Period Q2 2025
Filing Date August 13, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 11 stocks
Additional Purchases 63 stocks
Sold out of 0 stocks
Reduced holdings in 59 stocks

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Blue Fin Capital, Inc. Portfolio Holdings