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 3 of 3 · 52 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	EMB	ISHARES TR	—	6,795.0	$655K	0.10%	+94.0	+1.4%	$96.44	-1.8%
42	BSX	BOSTON SCIENTIFIC CORP	Healthcare	15,105.0	$645K	0.09%	+310.0	+2.1%	$42.68	+18.0%
43	TSLA	TESLA INC	Consumer Cyclical	1,484.0	$624K	0.09%	+100.0	+7.2%	$420.60	-13.7%
44	DUK	DUKE ENERGY CORP NEW	Utilities	4,786.0	$606K	0.09%	+66.0	+1.4%	$126.59	-5.3%
45	ETN	EATON CORP PLC	Industrials	1,275.0	$543K	0.08%	+275.0	+27.5%	$426.12	-1.6%
46	XLRE	SELECT SECTOR SPDR TR	—	11,213.0	$494K	0.07%	+931.0	+9.1%	$44.03	+2.4%
47	IWF	ISHARES TR	—	3,852.0	$478K	0.07%	+3K	+300.4%	$124.17	-1.4%
48	VCR	VANGUARD WORLD FD	—	1,113.0	$442K	0.06%	+71.0	+6.8%	$396.76	+0.1%
49	WM	WASTE MGMT INC DEL	Industrials	1,839.0	$410K	0.06%	+361.0	+24.4%	$222.88	+0.5%
50	XLB	SELECT SECTOR SPDR TR	—	7,976.0	$405K	0.06%	+463.0	+6.2%	$50.83	+5.3%
51	XLV	SELECT SECTOR SPDR TR	—	2,526.0	$401K	0.06%	+116.0	+4.8%	$158.66	+10.1%
52	ORCL	ORACLE CORP	Technology	2,491.0	$365K	0.05%	+450.0	+22.1%	$146.55	-0.1%

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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%