Blue Fin Capital, Inc. Portfolio Holdings by Sector
Blue Fin Capital, Inc.
- $529 Million
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IGSB GLD IGIB HYG SPY PFF IWV IEI 49 stocks |
$97,595
18.44% of portfolio
|
22
|
22
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD QCOM AVGO 4 stocks |
$97,238
18.37% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$51,836
9.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$50,917
9.62% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CRWD ADBE PANW ORCL PLTR 6 stocks |
$47,128
8.91% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP 3 stocks |
$27,797
5.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$27,669
5.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY MRK JNJ ABBV AMGN PFE BMY NVS 8 stocks |
$19,713
3.72% of portfolio
|
2
|
6
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$17,063
3.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT NOC TDG TXT LHX 6 stocks |
$11,810
2.23% of portfolio
|
2
|
4
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$10,426
1.97% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$8,255
1.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$7,010
1.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT BSX 3 stocks |
$6,884
1.3% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE SO DUK ES D 5 stocks |
$5,110
0.97% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI MCO 2 stocks |
$4,814
0.91% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX AB STT 3 stocks |
$4,771
0.9% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$4,289
0.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$3,133
0.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$3,082
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL 2 stocks |
$2,862
0.54% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$2,682
0.51% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG YUM 3 stocks |
$2,371
0.45% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$2,187
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
DHI 1 stocks |
$2,063
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$1,284
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM 2 stocks |
$1,190
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$1,141
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$904
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB EPD 2 stocks |
$847
0.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$833
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$592
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITW GGG 2 stocks |
$490
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$470
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA 1 stocks |
$461
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML KLAC 2 stocks |
$446
0.08% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$431
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$429
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$372
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
O 1 stocks |
$348
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$278
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|