Blue Fin Capital, Inc.

CIK 0001576102 • 6 13F filings • Aug 13, 2025 – Aug 4, 2026

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Filer information

Filed by: Blue Fin Capital, Inc., Chief Operating Officer / Chief Compliance Officer
Address: 91 Main Street, Suite 118, Warren, RI, 02885
Phone: 401-454-0772
AUM: $644.9M

AUM over time

$691.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $644.9M151 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.2M	0.3%Prev: 0.4%	17,852 SH	Decreased-375 SH
ABBVIE INC	COM	$3.7M	0.6%Prev: 0.6%	16,298 SH	Decreased-138 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.4M	0.2%Prev: 0.2%	5,318 SH	Decreased-946 SH
ADVANCED MICRO DEVICES INC	COM	$4.8M	0.7%Prev: 0.6%	22,276 SH	Increased-168 SH
ALLIANCEBERNSTEIN HLDG L P	UNIT LTD PARTN	$979K	0.2%Prev: 0.2%	25,438 SH	Decreased-1,280 SH
ALPHABET INC	CAP STK CL A	$32.7M	5.1%Prev: 4.1%	104,398 SH	Increased-2,674 SH
ALPHABET INC	CAP STK CL C	$8.6M	1.3%Prev: 1.1%	27,466 SH	Increased-78 SH
AMAZON COM INC	COM	$28.1M	4.4%Prev: 4.4%	121,902 SH	Increased-5,223 SH
AMERICAN ELEC PWR CO INC	COM	$265K	0.0%Prev: 0.0%	2,298 SH	Increased
AMERICAN EXPRESS CO	COM	$519K	0.1%Prev: 0.1%	1,404 SH	Decreased-247 SH
AMGEN INC	COM	$2.4M	0.4%Prev: 0.3%	7,444 SH	Increased+1,477 SH
APOLLO GLOBAL MGMT INC	COM	$224K	0.0%Prev: 0.0%	1,545 SH	Increased
APPLE INC	COM	$53.1M	8.2%Prev: 8.0%	195,202 SH	Increased-4,612 SH
APPLIED MATLS INC	COM	$233K	0.0%	906 SH	New
ARM HOLDINGS PLC	SPONSORED ADS	$2.5M	0.4%Prev: 0.7%	22,733 SH	Decreased-10,371 SH
ASML HOLDING N V	N Y REGISTRY SHS	$471K	0.1%Prev: 0.1%	440 SH	Increased+13 SH
AUTOMATIC DATA PROCESSING IN	COM	$582K	0.1%Prev: 0.1%	2,264 SH	Decreased-681 SH
BANK AMERICA CORP	COM	$2.4M	0.4%Prev: 0.3%	43,438 SH	Increased+609 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$7.1M	1.1%Prev: 1.2%	14,149 SH	Decreased-1,256 SH
BLACKROCK INC	COM	$4.4M	0.7%Prev: 0.8%	4,148 SH	Decreased-84 SH
BLACKSTONE INC	COM	$3.1M	0.5%Prev: 0.5%	20,201 SH	Decreased+88 SH
BOSTON SCIENTIFIC CORP	COM	$1.2M	0.2%Prev: 0.2%	13,099 SH	Decreased-547 SH
BRISTOL-MYERS SQUIBB CO	COM	$370K	0.1%Prev: 0.1%	6,856 SH	Increased-283 SH
BROADCOM INC	COM	$12.0M	1.9%Prev: 1.4%	34,720 SH	Increased+7,057 SH
BROOKFIELD ASSET MANAGMT LTD	CL A LMT VTG SHS	$1.1M	0.2%Prev: 0.2%	21,067 SH	Decreased-1,927 SH
BROOKFIELD CORP	CL A LTD VT SH	$4.7M	0.7%Prev: 0.8%	103,213 SH	Decreased+32,059 SH
CARPENTER TECHNOLOGY CORP	COM	$252K	0.0%	799 SH	New
CHEVRON CORP NEW	COM	$975K	0.2%Prev: 0.1%	6,395 SH	Increased+531 SH
CHIPOTLE MEXICAN GRILL INC	COM	$433K	0.1%Prev: 0.1%	11,714 SH	Decreased-4,597 SH
CISCO SYS INC	COM	$840K	0.1%Prev: 0.1%	10,911 SH	Increased-882 SH
COCA COLA CO	COM	$1.2M	0.2%Prev: 0.2%	16,998 SH	Decreased-1,106 SH
COLGATE PALMOLIVE CO	COM	$895K	0.1%Prev: 0.2%	11,323 SH	Decreased-867 SH
COSTCO WHSL CORP NEW	COM	$10.4M	1.6%Prev: 1.8%	12,047 SH	Decreased-264 SH
CROWDSTRIKE HLDGS INC	CL A	$5.7M	0.9%Prev: 0.9%	12,257 SH	Decreased+32 SH
CUMMINS INC	COM	$204K	0.0%	400 SH	New
D R HORTON INC	COM	$2.1M	0.3%Prev: 0.4%	14,839 SH	Decreased-210 SH
DEERE & CO	COM	$420K	0.1%Prev: 0.1%	903 SH	Increased
DISNEY WALT CO	COM	$312K	0.0%Prev: 0.1%	2,742 SH	Decreased-167 SH
DOMINION ENERGY INC	COM	$305K	0.0%Prev: 0.1%	5,203 SH	Decreased-5 SH
DUKE ENERGY CORP NEW	COM NEW	$553K	0.1%Prev: 0.1%	4,720 SH	Decreased+51 SH
EATON CORP PLC	SHS	$319K	0.0%Prev: 0.1%	1,000 SH	Decreased
EDWARDS LIFESCIENCES CORP	COM	$233K	0.0%Prev: 0.0%	2,735 SH	Increased-85 SH
ELI LILLY & CO	COM	$11.4M	1.8%Prev: 1.3%	10,628 SH	Increased-263 SH
ENBRIDGE INC	COM	$767K	0.1%Prev: 0.1%	16,028 SH	Decreased+213 SH
ENTERPRISE PRODS PARTNERS L	COM	$257K	0.0%Prev: 0.0%	8,029 SH	Increased
EVERSOURCE ENERGY	COM	$261K	0.0%Prev: 0.0%	3,869 SH	Decreased-261 SH
EXXON MOBIL CORP	COM	$699K	0.1%Prev: 0.1%	5,812 SH	Increased+763 SH
FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$314K	0.0%	4,290 SH	New
GE AEROSPACE	COM NEW	$386K	0.1%Prev: 0.0%	1,252 SH	Increased+568 SH
GE VERNOVA INC	COM	$205K	0.0%	313 SH	New
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$212K	0.0%Prev: 0.0%	3,107 SH	Decreased
HOME DEPOT INC	COM	$3.7M	0.6%Prev: 0.7%	10,878 SH	Decreased+489 SH
ILLINOIS TOOL WKS INC	COM	$231K	0.0%Prev: 0.0%	936 SH	Decreased-5 SH
INTERNATIONAL BUSINESS MACHS	COM	$297K	0.0%Prev: 0.0%	1,001 SH	Increased+1 SH
INTUITIVE SURGICAL INC	COM NEW	$2.7M	0.4%Prev: 0.3%	4,769 SH	Increased-143 SH
INVESCO EXCH TRADED FD TR II	EMRNG MKT SVRG	$546K	0.1%Prev: 0.1%	25,197 SH	Increased-105 SH
INVESCO EXCH TRADED FD TR II	SR LN ETF	$3.5M	0.5%Prev: 0.5%	165,392 SH	Increased+6,511 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$417K	0.1%Prev: 0.1%	8,883 SH	Increased-132 SH
INVESCO QQQ TR	UNIT SER 1	$1.6M	0.3%Prev: 0.2%	2,631 SH	Increased-17 SH
ISHARES GOLD TR	ISHARES NEW	$1.2M	0.2%Prev: 0.2%	15,396 SH	Increased
ISHARES INC	CORE MSCI EMKT	$1.8M	0.3%Prev: 0.2%	27,077 SH	Increased+8,115 SH
ISHARES INC	MSCI EM ASIA ETF	$1.0M	0.2%Prev: 0.2%	10,644 SH	Increased-111 SH
ISHARES SILVER TR	ISHARES	$271K	0.0%	4,200 SH	New
ISHARES TR	1 3 YR TREAS BD	$2.9M	0.4%Prev: 0.4%	34,585 SH	Increased+2,032 SH
ISHARES TR	3 7 YR TREAS BD	$5.4M	0.8%Prev: 0.7%	45,305 SH	Increased+7,001 SH
ISHARES TR	ASIA 50 ETF	$949K	0.1%Prev: 0.1%	9,736 SH	Decreased-331 SH
ISHARES TR	CORE MSCI EAFE	$2.5M	0.4%Prev: 0.2%	28,448 SH	Increased+14,758 SH
ISHARES TR	CORE S&P TTL STK	$4.3M	0.7%Prev: 0.6%	29,084 SH	Increased+3,548 SH
ISHARES TR	CORE S&P500 ETF	$480K	0.1%Prev: 0.1%	701 SH	Increased
ISHARES TR	CORE US AGGBD ET	$903K	0.1%Prev: 0.1%	9,043 SH	Decreased
ISHARES TR	EXPANDED TECH	$1.5M	0.2%Prev: 0.3%	14,424 SH	Decreased+270 SH
ISHARES TR	FLTG RATE NT ETF	$1.9M	0.3%Prev: 0.3%	36,628 SH	Increased+4,063 SH
ISHARES TR	IBOXX HI YD ETF	$8.1M	1.3%Prev: 1.2%	100,526 SH	Increased+8,666 SH
ISHARES TR	ISHARES BIOTECH	$1.7M	0.3%Prev: 0.2%	9,894 SH	Increased
ISHARES TR	ISHS 1-5YR INVS	$21.5M	3.3%Prev: 3.0%	406,530 SH	Increased+42,440 SH
ISHARES TR	ISHS 5-10YR INVT	$12.6M	2.0%Prev: 1.7%	234,664 SH	Increased+33,411 SH
ISHARES TR	JPMORGAN USD EMG	$595K	0.1%Prev: 0.1%	6,176 SH	Increased+457 SH
ISHARES TR	MSCI EAFE ETF	$397K	0.1%Prev: 0.1%	4,131 SH	Decreased-444 SH
ISHARES TR	MSCI EMG MKT ETF	$3.4M	0.5%Prev: 0.5%	61,931 SH	Decreased-2,611 SH
ISHARES TR	PFD AND INCM SEC	$5.7M	0.9%Prev: 0.9%	182,967 SH	Increased+9,444 SH
ISHARES TR	RUS 1000 GRW ETF	$458K	0.1%Prev: 0.1%	968 SH	Increased
ISHARES TR	RUSSELL 3000 ETF	$4.7M	0.7%Prev: 0.7%	12,174 SH	Increased-3 SH
ISHARES TR	TIPS BD ETF	$1.7M	0.3%Prev: 0.3%	15,018 SH	Increased+635 SH
ISHARES TR	U.S. TECH ETF	$488K	0.1%Prev: 0.1%	2,443 SH	Decreased-50 SH
JOHNSON & JOHNSON	COM	$4.3M	0.7%Prev: 0.6%	20,789 SH	Increased+156 SH
JPMORGAN CHASE & CO.	COM	$11.5M	1.8%Prev: 1.8%	35,573 SH	Increased-472 SH
KLA CORP	COM NEW	$377K	0.1%Prev: 0.1%	310 SH	Increased-5 SH
L3HARRIS TECHNOLOGIES INC	COM	$318K	0.0%Prev: 0.1%	1,084 SH	Decreased-155 SH
LOCKHEED MARTIN CORP	COM	$3.3M	0.5%Prev: 0.5%	6,887 SH	Decreased-111 SH
LOWES COS INC	COM	$498K	0.1%Prev: 0.1%	2,063 SH	Decreased-394 SH
MARATHON PETE CORP	COM	$394K	0.1%Prev: 0.0%	2,422 SH	Increased+998 SH
MASTERCARD INCORPORATED	CL A	$13.3M	2.1%Prev: 2.2%	23,373 SH	Decreased-977 SH
MCDONALDS CORP	COM	$1.2M	0.2%Prev: 0.2%	3,854 SH	Decreased-100 SH
MERCK & CO INC	COM	$3.0M	0.5%Prev: 0.4%	28,715 SH	Increased-636 SH
META PLATFORMS INC	CL A	$26.4M	4.1%Prev: 4.9%	39,930 SH	Decreased-2,400 SH
MICRON TECHNOLOGY INC	COM	$1.0M	0.2%Prev: 0.1%	3,504 SH	Increased-42 SH
MICROSOFT CORP	COM	$45.6M	7.1%Prev: 7.9%	94,288 SH	Decreased-2,723 SH
MOODYS CORP	COM	$2.4M	0.4%Prev: 0.4%	4,710 SH	Increased-251 SH
MORGAN STANLEY	COM NEW	$526K	0.1%Prev: 0.1%	2,965 SH	Increased
NETFLIX INC	COM	$1.1M	0.2%Prev: 0.2%	11,910 SH	Decreased+10,704 SH
NEXTERA ENERGY INC	COM	$3.5M	0.5%Prev: 0.5%	43,441 SH	Increased-138 SH
NORTHROP GRUMMAN CORP	COM	$2.6M	0.4%Prev: 0.4%	4,598 SH	Decreased-26 SH
NOVARTIS AG	SPONSORED ADR	$221K	0.0%Prev: 0.0%	1,605 SH	Decreased-158 SH
NVIDIA CORPORATION	COM	$107.4M	16.7%Prev: 18.2%	576,037 SH	Decreased-44,607 SH
ORACLE CORP	COM	$451K	0.1%Prev: 0.1%	2,316 SH	Decreased-439 SH
PALANTIR TECHNOLOGIES INC	CL A	$506K	0.1%Prev: 0.1%	2,849 SH	Decreased
PALO ALTO NETWORKS INC	COM	$420K	0.1%Prev: 0.1%	2,281 SH	Decreased-40 SH
PEPSICO INC	COM	$1.6M	0.2%Prev: 0.2%	10,986 SH	Increased-83 SH
PFIZER INC	COM	$399K	0.1%Prev: 0.1%	16,042 SH	Decreased-967 SH
PROCTER AND GAMBLE CO	COM	$1.6M	0.2%Prev: 0.3%	11,197 SH	Decreased-207 SH
PUBLIC STORAGE OPER CO	COM	$330K	0.1%Prev: 0.1%	1,271 SH	Decreased-168 SH
QUALCOMM INC	COM	$812K	0.1%Prev: 0.1%	4,745 SH	Increased-75 SH
REALTY INCOME CORP	COM	$357K	0.1%Prev: 0.1%	6,337 SH	Decreased-59 SH
RTX CORPORATION	COM	$5.7M	0.9%Prev: 0.8%	31,059 SH	Increased-1,063 SH
S&P GLOBAL INC	COM	$2.8M	0.4%Prev: 0.4%	5,309 SH	Increased+65 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$1.6M	0.3%Prev: 0.3%	60,922 SH	Decreased-341 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$781K	0.1%	6,637 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$336K	0.1%	2,172 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$277K	0.0%	6,116 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$359K	0.1%	8,894 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$911K	0.1%	6,325 SH	New
SHERWIN WILLIAMS CO	COM	$1.3M	0.2%Prev: 0.2%	3,971 SH	Decreased+41 SH
SOUTHERN CO	COM	$1.1M	0.2%Prev: 0.2%	13,173 SH	Decreased-396 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$247K	0.0%Prev: 0.0%	515 SH	Increased
SPDR GOLD TR	GOLD SHS	$16.1M	2.5%Prev: 2.1%	40,599 SH	Increased+2,167 SH
SPDR S&P 500 ETF TR	TR UNIT	$8.0M	1.2%Prev: 1.2%	11,720 SH	Increased-27 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$2.2M	0.3%Prev: 0.3%	3,717 SH	Increased+182 SH
SPDR SERIES TRUST	STATE STREET SPD	$5.4M	0.8%	69,325 SH	New
STATE STR CORP	COM	$397K	0.1%Prev: 0.1%	3,080 SH	Increased-26 SH
STRYKER CORPORATION	COM	$3.6M	0.6%Prev: 0.6%	10,245 SH	Decreased-806 SH
TESLA INC	COM	$622K	0.1%	1,384 SH	New
TEXTRON INC	COM	$525K	0.1%Prev: 0.1%	6,024 SH	Increased+967 SH
THERMO FISHER SCIENTIFIC INC	COM	$415K	0.1%Prev: 0.1%	716 SH	Increased-23 SH
TJX COS INC NEW	COM	$4.4M	0.7%Prev: 0.7%	28,695 SH	Increased+54 SH
TRANSDIGM GROUP INC	COM	$1.9M	0.3%Prev: 0.3%	1,423 SH	Decreased-86 SH
UNITEDHEALTH GROUP INC	COM	$5.3M	0.8%Prev: 0.9%	16,124 SH	Decreased-531 SH
VANECK ETF TRUST	BIOTECH ETF	$292K	0.0%Prev: 0.0%	1,544 SH	Increased-26 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$243K	0.0%Prev: 0.0%	675 SH	Increased
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$420K	0.1%Prev: 0.1%	5,672 SH	Decreased+11 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$297K	0.0%Prev: 0.0%	473 SH	Increased+2 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$493K	0.1%Prev: 0.1%	1,470 SH	Increased
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$516K	0.1%Prev: 0.1%	3,593 SH	Increased
VANGUARD WORLD FD	COMM SRVC ETF	$414K	0.1%Prev: 0.1%	2,137 SH	Increased-14 SH
VANGUARD WORLD FD	CONSUM DIS ETF	$361K	0.1%Prev: 0.1%	915 SH	Increased+81 SH
VANGUARD WORLD FD	INF TECH ETF	$1.4M	0.2%Prev: 0.2%	1,833 SH	Increased+114 SH
VISA INC	COM CL A	$14.0M	2.2%Prev: 2.2%	39,902 SH	Decreased-1,637 SH
WALMART INC	COM	$6.5M	1.0%Prev: 1.0%	58,205 SH	Increased-2,966 SH
WELLS FARGO CO NEW	COM	$296K	0.0%Prev: 0.0%	3,181 SH	Increased+38 SH
WELLTOWER INC	COM	$408K	0.1%Prev: 0.1%	2,196 SH	Increased
WW GRAINGER INC	COM	$628K	0.1%	622 SH	New
YUM BRANDS INC	COM	$213K	0.0%Prev: 0.0%	1,409 SH	Decreased

Sold (vs prior filing)

GRAINGER W W INC — $407K
ISHARES TR — $214K
SELECT SECTOR SPDR TR — $707K
SELECT SECTOR SPDR TR — $383K
SELECT SECTOR SPDR TR — $258K
SELECT SECTOR SPDR TR — $270K
SELECT SECTOR SPDR TR — $1.0M
SPDR SERIES TRUST — $2.7M
SPDR SERIES TRUST — $1.4M
SPDR SERIES TRUST — $1.2M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001172661-26-000289	$644.9M	View
Nov 21, 2025	Q3 2025	13F-HR	0001172661-25-005216	$636.1M	View
Aug 4, 2026	Q2 2026