EdgeMarket › What Blue Fin Capital, Inc. reported owning
What Blue Fin Capital, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
609.6MPositions
150Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 99.3M | 16.3% | 569.2K | 214.72 | +22.4% |
| AAPL Apple Inc. | 48.6M | 8.0% | 191.6K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 34.6M | 5.7% | 93.5K | 483.24 | -4.4% |
| GOOGL Alphabet Inc. | 29.4M | 4.8% | 102.2K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 25.0M | 4.1% | 120.2K | 258.63 | +15.6% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 23.1M | 3.8% | 440.3K | 52.11 | -1.4% |
| META Meta Platforms, Inc. | 22.6M | 3.7% | 39.5K | 549.90 | -26.5% |
| GLD SPDR GOLD TRUST | 17.4M | 2.9% | 40.4K | 423.36 | +37.3% |
| IGIB iShares 5-10 Year Investment Grade Corporate B | 13.6M | 2.2% | 256.3K | 52.14 | -2.5% |
| COST COSTCO WHOLESALE CORP /NEW | 12.1M | 2.0% | 12.1K | 947.74 | -4.7% |
| V VISA INC. | 11.5M | 1.9% | 38.0K | 371.04 | +7.9% |
| AVGO Broadcom Inc. | 11.4M | 1.9% | 36.9K | 368.45 | +26.5% |
| MA Mastercard Inc | 11.1M | 1.8% | 22.2K | 580.63 | -2.0% |
| JPM JPMORGAN CHASE & CO | 10.4M | 1.7% | 35.5K | 351.58 | +20.3% |
| LLY ELI LILLY & Co | 9.3M | 1.5% | 10.1K | 1,255.40 | +78.0% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 8.3M | 1.4% | 104.6K | 79.61 | -0.9% |
| GOOG Alphabet Inc. | 7.9M | 1.3% | 27.4K | 341.75 | +70.7% |
| SPY SPDR S&P 500 ETF TRUST | 7.7M | 1.3% | 11.8K | 765.72 | +20.0% |
| WMT Walmart Inc. | 6.9M | 1.1% | 55.3K | 103.70 | +1.1% |
| unmapped CUSIP 084670702 | 6.7M | 1.1% | 14.1K | — | — |
| IEI iShares 3-7 Year Treasury Bond ETF | 6.1M | 1.0% | 51.4K | 116.41 | -2.1% |
| RTX RTX Corp | 6.0M | 1.0% | 31.0K | 209.91 | +34.1% |
| PFF iShares Preferred and Income Securities ETF | 5.9M | 1.0% | 196.1K | 30.46 | -3.2% |
| JNJ JOHNSON & JOHNSON | 5.1M | 0.8% | 20.9K | 270.24 | +51.1% |
| CRWD CrowdStrike Holdings, Inc. | 5.0M | 0.8% | 12.7K | 191.95 | +83.2% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 4.9M | 0.8% | 34.1K | 167.97 | +20.5% |
| TJX TJX COMPANIES INC /DE/ | 4.6M | 0.8% | 28.9K | 140.53 | +1.6% |
| AMD ADVANCED MICRO DEVICES INC | 4.5M | 0.7% | 22.4K | 473.25 | +186.5% |
| IWV iShares Russell 3000 Fund | 4.5M | 0.7% | 12.2K | 436.47 | +20.5% |
| UNH UNITEDHEALTH GROUP INC | 4.4M | 0.7% | 16.2K | 390.11 | +30.1% |
| LMT LOCKHEED MARTIN CORP | 4.3M | 0.7% | 7.0K | 563.57 | +26.4% |
| SHY iShares 1-3 Year Treasury Bond ETF | 4.1M | 0.7% | 50.2K | 82.00 | -0.9% |
| NEE NEXTERA ENERGY INC | 4.1M | 0.7% | 44.4K | 83.65 | +9.8% |
| BLK BlackRock, Inc. | 4.1M | 0.7% | 4.3K | 1,156.55 | +2.5% |
| BN BROOKFIELD Corp /ON/ | 3.9M | 0.6% | 97.1K | 41.69 | -2.4% |
| HD HOME DEPOT, INC. | 3.7M | 0.6% | 11.3K | 335.61 | -16.5% |
| ABBV AbbVie Inc. | 3.6M | 0.6% | 16.4K | 264.96 | +26.7% |
| BKLN Invesco Senior Loan ETF | 3.5M | 0.6% | 173.1K | 20.60 | -1.2% |
| SYK STRYKER CORP | 3.4M | 0.6% | 10.2K | 329.45 | -15.9% |
| IEFA iShares Core MSCI EAFE ETF | 3.3M | 0.5% | 36.1K | 100.85 | +16.8% |
| EEM iShares MSCI Emerging Markets ETF | 3.2M | 0.5% | 56.5K | 67.12 | +34.9% |
| MRK Merck & Co., Inc. | 3.2M | 0.5% | 26.6K | 152.55 | +80.2% |
| NOC NORTHROP GRUMMAN CORP /DE/ | 3.2M | 0.5% | 4.7K | 551.03 | -7.0% |
| ARM ARM HOLDINGS PLC /UK | 3.1M | 0.5% | 20.5K | 243.32 | +85.5% |
| IEMG iShares Core MSCI Emerging Markets ETF | 2.9M | 0.5% | 41.8K | 81.57 | +31.9% |
| JNK State Street SPDR Bloomberg High Yield Bond ET | 2.6M | 0.4% | 27.2K | 95.87 | -1.0% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 2.6M | 0.4% | 4.2K | 699.60 | +20.6% |
| AMGN AMGEN INC | 2.6M | 0.4% | 7.3K | 439.33 | +48.2% |
| BX Blackstone Inc. | 2.5M | 0.4% | 21.4K | 143.38 | -12.8% |
| SPGI S&P Global Inc. | 2.4M | 0.4% | 5.7K | 431.29 | -22.6% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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