Blue Fin Capital, Inc. Reduced Holdings in Q2 2025

Blue Fin Capital, Inc.

  • $572 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.15K
- 2.0%
$172.42 - $223.89 $715K - $928K
203K $41.6M
GOOGL
Alphabet Inc.

Communication Services
-843
- 0.77%
$144.7 - $178.6 $122K - $151K
108K $19.1M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.35K
- 77.0%
$498.8 - $620.9 $1.17M - $1.46M
701 $435K
MRK
Merck & Co., Inc.

Healthcare
-812
- 2.64%
$73.47 - $87.12 $59.7K - $70.7K
29.9K $2.37M
GOOG
Alphabet Inc.

Communication Services
-843
- 2.89%
$146.58 - $180.01 $124K - $152K
28.3K $5.02M
AB
Alliancebernstein Holding L.P.

Financial Services
-13.4K
- 33.45%
$33.0 - $41.77 $443K - $561K
26.7K $1.09M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-476
- 13.37%
$468.22 - $566.51 $223K - $270K
3.08K $1.75M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.11K
- 25.17%
$96.84 - $99.46 $301K - $310K
9.25K $917K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.99K
- 9.73%
$35.35 - $42.68 $106K - $127K
27.7K $1.18M
PFE
Pfizer Inc

Healthcare
-4.4K
- 19.34%
$21.59 - $24.84 $94.9K - $109K
18.3K $444K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-59
- 7.12%
$390.26 - $489.06 $23K - $28.9K
770 $312K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.55K
- 5.29%
$91.23 - $97.27 $141K - $150K
27.7K $2.7M
IBB
Ishares Biotechnology ETF

ETFs
-263
- 2.55%
$112.02 - $129.0 $29.5K - $33.9K
10.1K $1.27M
BMY
Bristol Myers Squibb CO

Healthcare
-61
- 0.84%
$44.12 - $59.6 $2.69K - $3.64K
7.21K $333K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.81K
- 17.86%
$37.08 - $42.26 $67.2K - $76.6K
8.34K $345K
ES
Eversource Energy

Utilities
-1.45K
- 25.52%
$54.25 - $65.89 $78.7K - $95.5K
4.23K $269K
ITW
Illinois Tool Works Inc

Industrials
-153
- 13.44%
$218.41 - $252.43 $33.4K - $38.6K
985 $243K
QCOM
Qualcomm Inc

Technology
-443
- 8.06%
$124.66 - $159.48 $55.2K - $70.6K
5.06K $805K
TIP
Ishares Tr Tips Bd ETF

ETFs
-753
- 4.95%
$107.93 - $110.97 $81.3K - $83.6K
14.5K $1.59M
MCD
Mcdonalds Corp

Consumer Cyclical
-131
- 3.13%
$285.55 - $321.23 $37.4K - $42.1K
4.05K $1.18M
IEFA
Ishares Tr

ETFs
-2.62K
- 17.94%
$67.83 - $84.09 $178K - $220K
12K $999K
IEMG
Ishares Inc

ETFs
-456
- 2.67%
N/A
16.6K $890K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-979
- 9.8%
$35.77 - $42.27 $35K - $41.4K
9.02K $381K
VCR
Vanguard Consumer Discretionar

ETFs
-33
- 4.41%
$290.42 - $364.35 $9.58K - $12K
716 $259K
EPD
Enterprise Products Partners L.P.

Energy
-500
- 5.86%
$28.95 - $34.22 $14.5K - $17.1K
8.03K $248K
YUM
Yum Brands Inc

Consumer Cyclical
-266
- 15.81%
$138.36 - $161.45 $36.8K - $42.9K
1.42K $209K
GWW
W.W. Grainger, Inc.

Industrials
-1
- 0.22%
$919.93 - $1101.66 $920 - $1.1K
445 $462K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-252
- 2.81%
$121.58 - $136.74 $30.6K - $34.5K
8.72K $1.18M
Brookfield Corp
-53
- 0.07%
N/A
72.9K $0
Brookfield Asset Managmt LTD
-377
- 1.61%
N/A
23K $0
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-15
- 2.83%
$376.48 - $440.65 $5.65K - $6.61K
515 $226K
STT
State Street Corp

Financial Services
-202
- 6.11%
$75.33 - $106.34 $15.2K - $21.5K
3.11K $330K
D
Dominion Energy, Inc

Utilities
-25
- 0.47%
$49.66 - $58.0 $1.24K - $1.45K
5.29K $299K
TXT
Textron Inc

Industrials
-82
- 1.58%
$60.72 - $80.34 $4.98K - $6.59K
5.11K $410K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-74
- 0.29%
$18.96 - $20.43 $1.4K - $1.51K
25.3K $517K
VTI
Vanguard Total Stock Market Et

ETFs
-11
- 0.74%
$243.75 - $303.93 $2.68K - $3.34K
1.47K $446K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1
- 0.1%
$320.42 - $424.58 $320 - $425
968 $410K
ADP
Automatic Data Processing Inc

Industrials
-79
- 2.56%
$276.76 - $326.81 $21.9K - $25.8K
3.01K $928K
IYW
Ishares Dj Us Tech ETF

ETFs
-7
- 0.28%
$122.57 - $173.27 $858 - $1.21K
2.49K $431K
NVS
Novartis Ag

Healthcare
-139
- 6.32%
$101.96 - $121.01 $14.2K - $16.8K
2.06K $249K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-434
- 0.7%
$26.18 - $26.93 $11.4K - $11.7K
61.3K $1.64M
NOC
Northrop Grumman Corp

Industrials
-208
- 4.3%
$456.3 - $540.39 $94.9K - $112K
4.63K $2.31M
LHX
L3 Harris Technologies, Inc.

Industrials
-46
- 3.27%
$200.21 - $256.99 $9.21K - $11.8K
1.36K $340K
LLY
Eli Lilly & CO

Healthcare
-41
- 0.37%
$713.71 - $898.95 $29.3K - $36.9K
11K $8.61M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-185
- 3.64%
$72.96 - $90.39 $13.5K - $16.7K
4.9K $437K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-76
- 2.78%
$416.06 - $551.64 $31.6K - $41.9K
2.65K $1.46M
AMGN
Amgen Inc

Healthcare
-131
- 2.13%
$262.28 - $309.85 $34.4K - $40.6K
6.01K $1.68M
KLAC
Kla Corp

Technology
-15
- 4.36%
$576.53 - $902.94 $8.65K - $13.5K
329 $294K
IGV
Ishares Expanded Tech Software

ETFs
-485
- 3.41%
$80.15 - $109.5 $38.9K - $53.1K
13.8K $1.51M
Activity Summary
Buys All Purchases 74 New Holdings 11 Increased Positions 63 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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