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Latest Blue Fin Capital, Inc. Stock Portfolio

Blue Fin Capital, Inc. Performance:
2025 Q4: 0.79%YTD: 16.49%2024: 32.31%
Performance for 2025 Q4 is 0.79%, and YTD is 16.49%, and 2024 is 32.31%.

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

In it's latest 13F Holdings report, Blue Fin Capital, Inc. reported an equity portfolio of $644.9 Millions as of 31 Dec, 2025.

The top stock holdings of Blue Fin Capital, Inc. are NVDA, AAPL, MSFT. The fund has invested 16.7% of it's portfolio in NVIDIA CORPORATION and 8.2% of portfolio in APPLE INC.

The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ARM HOLDINGS PLC, CHIPOTLE MEXICAN GRILL INC (CMG) and AUTOMATIC DATA PROCESSING IN (ADP). Blue Fin Capital, Inc. opened new stock positions in TESLA INC (TSLA), FIDELITY COVINGTON TRUST (FBCG) and ISHARES SILVER TR (SLV). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), ISHARES TR (IBCE) and SELECT SECTOR SPDR TR (XLB).

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

Our best estimate is that Blue Fin Capital, Inc. made a return of 0.79% in the last quarter. In trailing 12 months, it's portfolio return was 16.49%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
tesla inc622,412
fidelity covington trust314,371
ishares silver tr270,564
carpenter technology corp251,557
applied matls inc232,833
ge vernova inc204,567
cummins inc204,180
New stocks bought by Blue Fin Capital, Inc.

Additions

Ticker% Inc.
netflix inc887
ishares tr107
select sector spdr tr103
ge aerospace83.04
select sector spdr tr70.39
marathon pete corp70.08
ww grainger inc45.67
brookfield corp45.06
Additions to existing portfolio by Blue Fin Capital, Inc.

Reductions

Ticker% Reduced
arm holdings plc-31.33
chipotle mexican grill inc-28.18
automatic data processing in-23.12
lowes cos inc-16.04
oracle corp-15.93
accenture plc ireland-15.1
american express co-14.96
l3harris technologies inc-12.51
Blue Fin Capital, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-214,366
Blue Fin Capital, Inc. got rid off the above stocks

Sector Distribution

Blue Fin Capital, Inc. has about 36.8% of it's holdings in Technology sector.

Sector%
Technology36.8
Others23
Communication Services10.8
Financial Services8.2
Healthcare6.5
Consumer Cyclical6.5
Consumer Defensive3.5
Industrials2.7
Utilities1.2

Market Cap. Distribution

Blue Fin Capital, Inc. has about 76.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
MEGA-CAP65.4
UNALLOCATED23
LARGE-CAP11

Stocks belong to which Index?

About 75.3% of the stocks held by Blue Fin Capital, Inc. either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50075.3
Others24.3
Top 5 Winners (%)%
MU
micron technology inc
70.2 %
LLY
eli lilly & co
40.4 %
AMD
advanced micro devices inc
32.2 %
GOOG
alphabet inc
28.8 %
GOOG
alphabet inc
28.4 %
Top 5 Winners ($)$
GOOG
alphabet inc
7.4 M
AAPL
apple inc
3.4 M
LLY
eli lilly & co
3.4 M
GOOG
alphabet inc
1.9 M
GLD
spdr gold tr
1.6 M
Top 5 Losers (%)%
NFLX
netflix inc
-86.7 %
XLB
select sector spdr tr
-43.2 %
XLB
select sector spdr tr
-42.1 %
brookfield corp
-29.5 %
ORCL
oracle corp
-28.3 %
Top 5 Losers ($)$
NFLX
netflix inc
-7.2 M
MSFT
microsoft corp
-3.3 M
META
meta platforms inc
-3.1 M
brookfield corp
-2.0 M
arm holdings plc
-0.9 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 152 stocks in it's portfolio. About 55.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Blue Fin Capital, Inc. last quarter.

Last Reported on: 23 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions