Latest Blue Fin Capital, Inc. Stock Portfolio
Blue Fin Capital, Inc. Performance:
2025 Q3: 8.69%YTD: 15.58%2024: 32.31%
Performance for 2025 Q3 is 8.69%, and YTD is 15.58%, 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 $636.1 Millions as of 30 Sep, 2025.
The top stock holdings of Blue Fin Capital, Inc. are NVDA, AAPL, MSFT. The fund has invested 18.2% of it's portfolio in NVIDIA CORPORATION and 8% of portfolio in APPLE INC.
The fund managers got completely rid off GRACO INC (GGG) stocks. They significantly reduced their stock positions in MARATHON PETE CORP (MPC), NOVARTIS AG and AMERICAN EXPRESS CO (AXP). Blue Fin Capital, Inc. opened new stock positions in VANGUARD INDEX FDS (VB), SELECT SECTOR SPDR TR (XLB) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), ISHARES TR (IJR) and VANGUARD WORLD FD (VAW).
The top stock holdings of Blue Fin Capital, Inc. are NVDA, AAPL, MSFT. The fund has invested 18.2% of it's portfolio in NVIDIA CORPORATION and 8% of portfolio in APPLE INC.
The fund managers got completely rid off GRACO INC (GGG) stocks. They significantly reduced their stock positions in MARATHON PETE CORP (MPC), NOVARTIS AG and AMERICAN EXPRESS CO (AXP). Blue Fin Capital, Inc. opened new stock positions in VANGUARD INDEX FDS (VB), SELECT SECTOR SPDR TR (XLB) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to BROADCOM INC (AVGO), ISHARES TR (IJR) and VANGUARD WORLD FD (VAW).
Blue Fin Capital, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Blue Fin Capital, Inc. made a return of 8.69% in the last quarter. In trailing 12 months, it's portfolio return was 18.51%.
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard index fds | 288,329 |
| select sector spdr tr | 257,743 |
| vaneck etf trust | 220,293 |
| ge aerospace | 205,761 |
New stocks bought by Blue Fin Capital, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| broadcom inc | 118 |
| ishares tr | 17.69 |
| vanguard world fd | 16.48 |
| asml holding n v | 14.78 |
| spdr s&p midcap 400 etf tr | 14.66 |
| ishares tr | 14.38 |
| ishares inc | 14.25 |
| select sector spdr tr | 13.94 |
Additions to existing portfolio by Blue Fin Capital, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| marathon pete corp | -35.21 |
| novartis ag | -14.46 |
| american express co | -9.48 |
| l3harris technologies inc | -8.83 |
| select sector spdr tr | -8.59 |
| intuitive surgical inc | -8.14 |
| nvidia corporation | -7.35 |
| pfizer inc | -7.24 |
Blue Fin Capital, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| graco inc | -206,328 |
Blue Fin Capital, Inc. got rid off the above stocks
Sector Distribution
Blue Fin Capital, Inc. has about 38.3% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 38.3 |
| Others | 22 |
| Communication Services | 10.4 |
| Financial Services | 8.3 |
| Consumer Cyclical | 6.6 |
| Healthcare | 5.9 |
| Consumer Defensive | 3.7 |
| Industrials | 2.7 |
| Utilities | 1.2 |
Market Cap. Distribution
Blue Fin Capital, Inc. has about 77.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 66.5 |
| UNALLOCATED | 22 |
| LARGE-CAP | 11.1 |
Stocks belong to which Index?
About 76.4% of the stocks held by Blue Fin Capital, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 76.4 |
| Others | 23.3 |
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 146 stocks in it's portfolio. About 57.1% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Blue Fin Capital, Inc. last quarter.
Last Reported on: 21 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 8.00 | 199,814 | 50,878,500 | reduced | -1.5 | ||
| AAXJ | ishares tr | 3.04 | 364,090 | 19,307,700 | added | 8.1 | ||
| AAXJ | ishares tr | 1.71 | 201,253 | 10,885,800 | added | 10.99 | ||
| AAXJ | ishares tr | 1.17 | 91,860 | 7,458,140 | added | 9.59 | ||
| AAXJ | ishares tr | 0.86 | 173,523 | 5,486,800 | added | 3.99 | ||
| AAXJ | ishares tr | 0.72 | 38,304 | 4,577,770 | added | 2.72 | ||
| AAXJ | ishares tr | 0.15 | 10,067 | 952,338 | reduced | -2.58 | ||
| AAXJ | ishares tr | 0.09 | 5,719 | 544,392 | reduced | -1.18 | ||
| AB | alliancebernstein hldg l p | 0.16 | 26,718 | 1,021,160 | added | 0.00 | ||
| ABBV | abbvie inc | 0.60 | 16,436 | 3,805,660 | reduced | -0.55 | ||
| ABT | abbott labs | 0.38 | 18,227 | 2,441,260 | reduced | -1.89 | ||
| ACN | accenture plc ireland | 0.24 | 6,264 | 1,544,720 | reduced | -2.02 | ||
| ACWV | ishares inc | 0.16 | 10,755 | 986,771 | reduced | -2.97 | ||
| ADP | automatic data processing in | 0.14 | 2,945 | 864,356 | reduced | -2.22 | ||
| AEP | american elec pwr co inc | 0.04 | 2,298 | 258,525 | reduced | -4.81 | ||
| AFK | vaneck etf trust | 0.04 | 1,570 | 260,125 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 0.04 | 675 | 220,293 | new | |||
| AMD | advanced micro devices inc | 0.57 | 22,444 | 3,631,260 | added | 2.21 | ||
| AMGN | amgen inc | 0.26 | 5,967 | 1,683,920 | reduced | -0.73 | ||
| AMPS | ishares tr | 0.26 | 32,565 | 1,663,590 | added | 7.4 | ||