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Portfolio (Quarterly) Guide ↗

Blue Fin Capital, Inc.

· CIK 0001576102
13F Portfolio $636M AUM Filed Nov 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 147 New
Page 6 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VTI VANGUARD INDEX FDS 1,470.0 $482K 0.08% NEW $328.17 +11.8%
102 PANW PALO ALTO NETWORKS INC Technology 2,321.0 $473K 0.07% NEW $203.62 +28.0%
103 MS MORGAN STANLEY Financial Services 2,965.0 $471K 0.07% NEW $158.96 +26.5%
104 IVV ISHARES TR 701.0 $469K 0.07% NEW $669.30 +11.9%
105 IWF ISHARES TR 968.0 $453K 0.07% NEW $468.41 -73.3%
106 PFE PFIZER INC Healthcare 17,009.0 $433K 0.07% NEW $25.48 +1.7%
107 TXT TEXTRON INC Industrials 5,057.0 $427K 0.07% NEW $84.49 +8.7%
108 EFA ISHARES TR 4,575.0 $427K 0.07% NEW $93.37 +11.4%
109 BND VANGUARD BD INDEX FDS 5,661.0 $421K 0.07% NEW $74.36 -1.8%
110 PSA PUBLIC STORAGE OPER CO Real Estate 1,439.0 $416K 0.07% NEW $288.79 +5.7%
111 ASML ASML HOLDING N V Technology 427.0 $413K 0.07% NEW $968.09 +68.7%
112 DE DEERE & CO Industrials 903.0 $413K 0.07% NEW $457.26 +15.7%
113 PRF INVESCO EXCHANGE TRADED FD T 9,015.0 $408K 0.06% NEW $45.21 +17.7%
114 GWW GRAINGER W W INC Industrials 427.0 $407K 0.06% NEW $953.61 +30.8%
115 VOX VANGUARD WORLD FD 2,151.0 $404K 0.06% NEW $187.69 +4.2%
116 WELL WELLTOWER INC Real Estate 2,196.0 $391K 0.06% NEW $178.14 +21.3%
117 O REALTY INCOME CORP Real Estate 6,396.0 $389K 0.06% NEW $60.79 +2.0%
118 XLRE SELECT SECTOR SPDR TR 9,091.0 $383K 0.06% NEW $42.13 +5.8%
119 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,239.0 $378K 0.06% NEW $305.40 +2.2%
120 ETN EATON CORP PLC Industrials 1,000.0 $374K 0.06% NEW $374.25 +4.6%
Page 6 of 8  ·  147 positions

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 46.4%
Financial Services 16.8%
Communication Services 12.3%
Consumer Cyclical 7.8%
Healthcare 7.0%
Consumer Defensive 4.4%
Industrials 3.2%
Utilities 1.1%
Energy 0.5%
Basic Materials 0.3%