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Portfolio (Quarterly) Guide ↗

Blue Fin Capital, Inc.

· CIK 0001576102
13F Portfolio $645M AUM 153 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 7 New 42 Added 72 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TSLA TESLA INC Consumer Cyclical 1,384.0 $622K 0.10% NEW $449.72 -5.3%
2 FCOM FIDELITY COVINGTON TRUST 4,290.0 $314K 0.05% NEW $73.28 +0.8%
3 SLV ISHARES SILVER TR Financial Services 4,200.0 $271K 0.04% NEW $64.42 +6.1%
4 CRS CARPENTER TECHNOLOGY CORP Industrials 799.0 $252K 0.04% NEW $314.84 +37.9%
5 AMAT APPLIED MATLS INC Technology 906.0 $233K 0.04% NEW $256.99 +68.2%
6 GEV GE VERNOVA INC Utilities 313.0 $205K 0.03% NEW $653.57 +58.9%
7 CMI CUMMINS INC Industrials 400.0 $204K 0.03% NEW $510.45 +25.3%

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 44.7%
Financial Services 17.2%
Communication Services 13.0%
Healthcare 7.8%
Consumer Cyclical 7.8%
Consumer Defensive 4.2%
Industrials 3.3%
Utilities 1.2%
Energy 0.6%
Real Estate 0.2%