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Latest Blue Fin Capital, Inc. Stock Portfolio

$691Million | No. of Holdings #163

Blue Fin Capital, Inc. Performance

2026 Q2+10.31%
YTD+3.91%
2025+18.09%

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

On 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Blue Fin Capital, Inc. reported an equity portfolio of $691.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Blue Fin Capital, Inc. are NVDA, AAPL, GOOG. The fund has invested 16.1% of it's portfolio in NVIDIA CORPORATION and 8% of portfolio in APPLE INC. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM) and L3HARRIS TECHNOLOGIES INC (LHX) stocks. They significantly reduced their stock positions in MICRON TECHNOLOGY INC (MU), ACCENTURE PLC IRELAND (ACN) and CHIPOTLE MEXICAN GRILL INC (CMG). Blue Fin Capital, Inc. opened new stock positions in INTEL CORP (INTC), TAIWAN SEMICONDUCTOR MANUFAC (TSM) and DIMENSIONAL ETF TRUST (DFAC). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), ISHARES TR (IJR) and GE VERNOVA INC.
Blue Fin Capital, Inc. Equity Portfolio Value
Last Reported on: 04 Aug, 2026
$691Million
  as of Aug 04, 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 10.31% in the last quarter. In trailing 12 months, it's portfolio return was 15.39%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
intel corp452,122
taiwan semiconductor manufac444,618
dimensional etf trust355,501
amphenol corp344,882
synopsys inc327,415
dell technologies inc319,280
howmet aerospace inc282,303
idexx labs inc276,381
New stocks bought by Blue Fin Capital, Inc.

Additions

Ticker% Inc.
vanguard world fd723
ishares tr300
ge vernova inc207
ge aerospace71.88
kla corp50.66
eaton corp plc27.5
waste mgmt inc del24.42
oracle corp22.05
Additions to existing portfolio by Blue Fin Capital, Inc.

Reductions

Ticker% Reduced
micron technology inc-54.45
accenture plc ireland-32.00
chipotle mexican grill inc-25.92
intuitive surgical inc-11.66
ishares tr-10.65
welltower inc-8.52
state str corp-6.53
state str spdr s&p 500 etf t-5.88
Blue Fin Capital, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
exxon mobil corp-984,715
l3harris technologies inc-272,397
Blue Fin Capital, Inc. got rid off the above stocks

Sector Distribution

Blue Fin Capital, Inc. has about 36.5% of it's holdings in Technology sector.

  • Technology
  • Others
  • Communication Services
  • Financial Services
  • Healthcare
  • Consumer Cyclical
  • Consumer Defensive
  • Industrials
  • Utilities
Sector%
Technology36.5
Others24.7
Communication Services10.7
Financial Services7.1
Healthcare6.3
Consumer Cyclical6.2
Consumer Defensive3.4
Industrials3
Utilities1.3

Market Cap. Distribution

Blue Fin Capital, Inc. has about 75.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
Category%
MEGA-CAP65.7
UNALLOCATED24.7
LARGE-CAP9.4

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 (%)%
AMD
advanced micro devices inc
185.4 %
MU
micron technology inc
175.9 %
arm holdings plc
134.0 %
AMAT
applied matls inc
111.5 %
PANW
palo alto networks inc
93.6 %
Top 5 Winners ($)$
NVDA
nvidia corporation
14.5 M
AMD
advanced micro devices inc
8.4 M
GOOG
alphabet inc
7.6 M
AAPL
apple inc
6.8 M
CRWD
crowdstrike hldgs inc
4.8 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
IJR
ishares tr
-60.4 %
BSX
boston scientific corp
-31.8 %
ACN
accenture plc ireland
-31.3 %
NFLX
netflix inc.
-25.7 %
Top 5 Losers ($)$
VAW
vanguard world fd
-5.4 M
GLD
spdr gold tr
-2.5 M
NOC
northrop grumman corp
-0.8 M
COST
costco wholesale corporation
-0.7 M
IJR
ishares tr
-0.7 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 163 stocks in it's portfolio. About 52.5% of the portfolio is in top 10 stocks. VAW proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Blue Fin Capital, Inc. last quarter.

$691.76MTotal Value
166Positions
04 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Blue Fin Capital, Inc., last reported on 04 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Blue Fin Capital, Inc.'s holding in Ishares Tr over time
3.56%469,389
$24.60M
3.56%
increased 6.6 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Blue Fin Capital, Inc.'s holding in Ishares Tr over time
2.13%276,970
$14.73M
2.13%
increased 8.08 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Blue Fin Capital, Inc.'s holding in Ishares Tr over time
1.24%107,378
$8.59M
1.24%
increased 2.7 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Blue Fin Capital, Inc.'s holding in Ishares Tr over time
0.89%52,614
$6.18M
0.89%
increased 2.31 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Blue Fin Capital, Inc.'s holding in Ishares Tr over time
0.87%197,393
$6.02M
0.87%
increased 0.67 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Blue Fin Capital, Inc.'s holding in Ishares Tr over time
0.18%8,874
$1.26M
0.18%
decreased 0.29 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Blue Fin Capital, Inc.'s holding in Ishares Tr over time
0.1%6,795
$655.3K
0.1%
increased 1.4 percentadded
ACWV
Ishares Inc

Ishares Inc

ACWV
Blue Fin Capital, Inc.'s holding in Ishares Inc over time
0.18%10,508
$1.23M
0.18%
unchanged 0 percentunchanged
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Blue Fin Capital, Inc.'s holding in Vaneck Etf Trust over time
0.36%3,786
$2.48M
0.36%
increased 3.7 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Blue Fin Capital, Inc.'s holding in Vaneck Etf Trust over time
0.04%1,544
$313.8K
0.04%
unchanged 0 percentunchanged