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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$17.8 Million 3.11% of portfolio	336,793	Q2 2025 Added 9.84%
GLD Spdr Gold Trust ETFs	$106B	$11.7 Million 2.05% of portfolio	38,403	Q2 2025 Added 1.94%
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$9.66 Million 1.69% of portfolio	181,330	Q2 2025 Added 16.53%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$7.68 Million 1.34% of portfolio	12,423	Q2 2025 Added 23.55%
HYG Ishares Tr ETFs	$0	$6.76 Million 1.18% of portfolio	83,823	Q2 2025 Added 10.7%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$5.12 Million 0.9% of portfolio	166,860	Q2 2025 Added 0.5%
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%
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%
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%
JNK Spdr Bloomberg High Yield Bond ETFs	$0	$2.7 Million 0.47% of portfolio	27,719	Q2 2025 Reduced 5.29%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$2.45 Million 0.43% of portfolio	29,535	Q2 2025 Added 3.49%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$1.75 Million 0.31% of portfolio	3,083	Q2 2025 Reduced 13.37%
SCHP Schwab Strategic Us Tips ETF ETFs	$0	$1.64 Million 0.29% of portfolio	61,304	Q2 2025 Reduced 0.7%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$1.59 Million 0.28% of portfolio	14,465	Q2 2025 Reduced 4.95%
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$1.55 Million 0.27% of portfolio	30,320	Q2 2025 Added 18.88%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.46 Million 0.26% of portfolio	2,654	Q2 2025 Reduced 2.78%
IGV Ishares Expanded Tech Software ETFs	$0	$1.51 Million 0.26% of portfolio	13,755	Q2 2025 Reduced 3.41%
IBB Ishares Biotechnology ETF ETFs	$0	$1.27 Million 0.22% of portfolio	10,056	Q2 2025 Reduced 2.55%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$1.18 Million 0.21% of portfolio	8,716	Q2 2025 Reduced 2.81%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$1.18 Million 0.21% of portfolio	27,681	Q2 2025 Reduced 9.73%
VGT Vanguard Information Technolog ETFs	$0	$1 Million 0.18% of portfolio	1,511	Q2 2025 Added 11.43%
XLK Technology Sector Spdr ETFs	$0	$1.03 Million 0.18% of portfolio	4,061	Q2 2025 Reduced 0.37%
IEFA Ishares Tr ETFs	$0	$999,000 0.17% of portfolio	11,969	Q2 2025 Reduced 17.94%
IAU Ishares Gold Trust ETFs	$53.5B	$967,000 0.17% of portfolio	15,508	Q4 2023 New
EEMA Ishares Msci Emerging Markets ETFs	$0	$914,000 0.16% of portfolio	11,084	Q2 2025 Reduced 2.99%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$917,000 0.16% of portfolio	9,250	Q2 2025 Reduced 25.17%
IEMG Ishares Inc ETFs	$0	$890,000 0.16% of portfolio	16,597	Q2 2025 Reduced 2.67%
AIA Ishares S&P Asia 50 ETF ETFs	$0	$837,000 0.15% of portfolio	10,334	Q2 2025 Reduced 3.67%
XLC Select Sector Spdr Tr Communic ETFs	$0	$569,000 0.1% of portfolio	5,245	Q2 2025 Added 15.96%
PCY Invesco Fd Tr Ii Emerging Mkts ETFs	$0	$517,000 0.09% of portfolio	25,348	Q2 2025 Reduced 0.29%
EMB Ishares Tr ETFs	$0	$535,000 0.09% of portfolio	5,787	Q2 2025 Added 0.54%
VTI Vanguard Total Stock Market Et ETFs	$0	$446,000 0.08% of portfolio	1,470	Q2 2025 Reduced 0.74%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$478,000 0.08% of portfolio	3,593	Q4 2020 Reduced 14.45%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$437,000 0.08% of portfolio	4,899	Q2 2025 Reduced 3.64%
IVV Ishares Core S&P 500 ETF ETFs	$0	$435,000 0.08% of portfolio	701	Q2 2025 Reduced 77.0%
IYW Ishares Dj Us Tech ETF ETFs	$0	$431,000 0.08% of portfolio	2,493	Q2 2025 Reduced 0.28%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$397,000 0.07% of portfolio	5,394	Q2 2025 Added 5.45%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$410,000 0.07% of portfolio	968	Q2 2025 Reduced 0.1%
PRF Invesco Exchange Traded Fd Tr ETFs	$0	$381,000 0.07% of portfolio	9,015	Q2 2025 Reduced 9.8%
VOX Vanguard Communication Service ETFs	$0	$358,000 0.06% of portfolio	2,095	Q2 2025 Added 1.65%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$345,000 0.06% of portfolio	8,338	Q2 2025 Reduced 17.86%
VCR Vanguard Consumer Discretionar ETFs	$0	$259,000 0.05% of portfolio	716	Q2 2025 Reduced 4.41%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$207,000 0.04% of portfolio	1,900	Q2 2025 New
BBH Vaneck ETF Tr Biotech ETF ETFs	$0	$240,000 0.04% of portfolio	1,570	Q4 2024 Reduced 3.27%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$226,000 0.04% of portfolio	515	Q2 2025 Reduced 2.83%
XLB Select Sector Spdr Fd Material ETFs	$0	$235,000 0.04% of portfolio	2,678	Q2 2025 Added 2.68%

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