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Latest Blue Fin Capital, Inc. Stock Portfolio

$609Million– No. of Holdings #149

Blue Fin Capital, Inc. Performance:
2026 Q1: -5.8%YTD: -5.8%2025: 18.09%
Performance for 2026 Q1 is -5.8%, and YTD is -5.8%, and 2025 is 18.09%.

About Blue Fin Capital, Inc. and 13F Hedge Fund Stock Holdings

On 2026-05-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Blue Fin Capital, Inc. reported an equity portfolio of $609.6 Millions as of 31 Mar, 2026.

The top stock holdings of Blue Fin Capital, Inc. are NVDA, AAPL, MSFT. The fund has invested 16.3% of it's portfolio in NVIDIA CORPORATION and 8% of portfolio in APPLE INC.

The fund managers got completely rid off ISHARES TR (IJR), APOLLO GLOBAL MGMT INC and NOVARTIS AG (NVS) stocks. They significantly reduced their stock positions in AMERICAN EXPRESS CO (AXP), SELECT SECTOR SPDR TR (XLB) and L3HARRIS TECHNOLOGIES INC (LHX). Blue Fin Capital, Inc. opened new stock positions in WASTE MGMT INC DEL (WM) and TEXAS PACIFIC LAND CORPORATI (TPL). The fund showed a lot of confidence in some stocks as they added substantially to VANECK ETF TRUST (AFK), ISHARES INC (EMGF) and ISHARES TR (IJR).
Blue Fin Capital, Inc. Equity Portfolio Value
Last Reported on: 28 May, 2026

Blue Fin Capital, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Blue Fin Capital, Inc. made a return of -5.8% in the last quarter. In trailing 12 months, it's portfolio return was 18%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
waste mgmt inc del339,630
texas pacific land corporati253,415
New stocks bought by Blue Fin Capital, Inc.

Additions

Ticker% Inc.
vaneck etf trust440
ishares inc54.33
ishares tr45.2
ishares tr26.84
lowes cos inc24.58
select sector spdr tr22.84
asml hldg nv22.27
ishares tr17.13
Additions to existing portfolio by Blue Fin Capital, Inc.

Reductions

Ticker% Reduced
american express co-42.45
select sector spdr tr-40.74
l3harris technologies inc-27.21
ishares tr-24.57
bristol-myers squibb co-23.5
cisco sys inc-16.81
qualcomm inc-15.07
chipotle mexican grill inc-13.45
Blue Fin Capital, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-1,524,470
grayscale bitcoin trust etf-212,395
novartis ag-221,333
apollo global mgmt inc-223,654
yum brands inc-213,154
Blue Fin Capital, Inc. got rid off the above stocks

Sector Distribution

Blue Fin Capital, Inc. has about 34.6% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Healthcare
  • Consumer Defensive
  • Industrials
  • Utilities
Sector%
Technology34.6
Others25.4
Communication Services10.1
Financial Services7.3
Consumer Cyclical6.3
Healthcare6.2
Consumer Defensive4.1
Industrials3.2
Utilities1.5

Market Cap. Distribution

Blue Fin Capital, Inc. has about 74% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP64.1
UNALLOCATED25.4
LARGE-CAP9.9

Stocks belong to which Index?

About 72.9% of the stocks held by Blue Fin Capital, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50072.9
Others26.7
Top 5 Winners (%)%
MPC
marathon pete corp
50.0 %
XOM
exxon mobil corp
41.0 %
arm holdings plc
36.5 %
CVX
chevron corporation
33.5 %
ge vernova inc
33.5 %
Top 5 Winners ($)$
COST
costco wholesale corporation
1.6 M
GLD
spdr gold tr
1.4 M
arm holdings plc
0.9 M
LMT
lockheed martin corp
0.8 M
JNJ
johnson & johnson
0.8 M
Top 5 Losers (%)%
BSX
boston scientific corp
-32.9 %
ACN
accenture plc ireland
-25.4 %
BX
blackstone inc
-24.9 %
MSFT
microsoft corp
-23.4 %
ORCL
oracle corp
-23.0 %
Top 5 Losers ($)$
MSFT
microsoft corp
-10.7 M
NVDA
nvidia corporation
-6.9 M
AAPL
apple inc
-3.5 M
META
meta platforms inc
-3.5 M
AMZN
amazon com inc
-2.7 M

Blue Fin Capital, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Blue Fin Capital, Inc.

Blue Fin Capital, Inc. has 149 stocks in it's portfolio. About 53.4% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. COST was the most profitable stock for Blue Fin Capital, Inc. last quarter.

Last Reported on: 28 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions