Portfolio (Quarterly) Guide ↗

Blue Fin Capital, Inc.

· CIK 0001576102

13F Portfolio $692M AUM 164 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 16 New 52 Added 41 Reduced 2 Exited

Page 2 of 3 · 52 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	MDY	STATE STR SPDR S&P MIDCAP 40	Financial Services	4,509.0	$3.2M	0.46%	+290.0	+6.9%	$703.34	-0.5%
22	DHI	D R HORTON INC	Consumer Cyclical	15,592.0	$2.5M	0.37%	+215.0	+1.4%	$162.88	-8.9%
23	BX	BLACKSTONE INC	Financial Services	21,571.0	$2.5M	0.37%	+167.0	+0.8%	$117.67	+21.8%
24	SMH	VANECK ETF TRUST	—	3,786.0	$2.5M	0.36%	+135.0	+3.7%	$655.89	-14.6%
25	SPGI	S&P GLOBAL INC	Financial Services	5,866.0	$2.4M	0.34%	+157.0	+2.8%	$407.28	+5.9%
26	SPSM	SPDR SERIES TRUST	—	40,583.0	$2.3M	0.34%	+2K	+5.5%	$57.67	-0.7%
27	TDG	TRANSDIGM GROUP INC	Industrials	1,573.0	$2.1M	0.30%	+42.0	+2.7%	$1331.65	-9.9%
28	FLOT	ISHARES TR	—	40,589.0	$2.1M	0.30%	+1K	+3.2%	$51.05	-0.1%
29	VGT	VANGUARD WORLD FD	—	16,755.0	$2.0M	0.29%	+15K	+723.3%	$119.52	-0.9%
30	TIP	ISHARES TR	—	15,714.0	$1.7M	0.25%	+107.0	+0.7%	$109.43	-2.1%
31	ABT	ABBOTT LABORATORIES	Healthcare	18,026.0	$1.6M	0.24%	+684.0	+3.9%	$90.74	+28.5%
32	SHW	SHERWIN WILLIAMS CO	Basic Materials	4,246.0	$1.5M	0.21%	+103.0	+2.5%	$344.29	+0.7%
33	KLAC	KLA CORP	Technology	4,580.0	$1.4M	0.20%	+4K	+1406.6%	$301.71	-39.0%
34	ASML	ASML HLDG NV	Technology	604.0	$1.2M	0.17%	+66.0	+12.3%	$1989.44	-11.3%
35	CVX	CHEVRON CORPORATION	Energy	7,218.0	$1.2M	0.17%	+171.0	+2.4%	$165.76	+23.8%
36	GEV	GE VERNOVA INC	Utilities	959.0	$1.1M	0.16%	+647.0	+207.4%	$1174.86	-18.6%
37	PANW	PALO ALTO NETWORKS INC	Technology	3,074.0	$1.0M	0.15%	+538.0	+21.2%	$341.06	+4.9%
38	ENB	ENBRIDGE INC	Energy	17,739.0	$962K	0.14%	+838.0	+5.0%	$54.21	-6.9%
39	GE	GE AEROSPACE	Industrials	2,494.0	$932K	0.14%	+1K	+71.9%	$373.73	-6.8%
40	XLC	SELECT SECTOR SPDR TR	—	8,456.0	$906K	0.13%	+847.0	+11.1%	$107.13	+4.0%

Page 2 of 3 · 52 positions

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Technology 46.9%

Financial Services 15.6%

Communication Services 11.5%

Healthcare 7.8%

Consumer Cyclical 7.7%

Consumer Defensive 4.2%

Industrials 3.7%

Utilities 1.4%

Energy 0.5%

Basic Materials 0.3%