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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
Page 3 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EEMA ISHARES INC 10,644.0 $1.0M 0.15% -111.0 -1.0% $94.02 +20.2%
42 MU MICRON TECHNOLOGY INC Technology 3,504.0 $1.0M 0.15% -42.0 -1.2% $285.41 +163.1%
43 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 25,438.0 $979K 0.15% -1K -4.8% $38.48 -1.4%
44 AIA ISHARES TR 9,736.0 $949K 0.15% -331.0 -3.3% $97.51 +37.6%
45 CL COLGATE PALMOLIVE CO Consumer Defensive 11,323.0 $895K 0.14% -867.0 -7.1% $79.02 +14.7%
46 CSCO CISCO SYS INC Technology 10,911.0 $840K 0.13% -882.0 -7.5% $77.03 +56.3%
47 QCOM QUALCOMM INC Technology 4,745.0 $812K 0.13% -75.0 -1.6% $171.06 +39.2%
48 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,264.0 $582K 0.09% -681.0 -23.1% $257.20 -12.4%
49 AXP AMERICAN EXPRESS CO Financial Services 1,404.0 $519K 0.08% -247.0 -15.0% $369.85 -15.7%
50 LOW LOWES COS INC Consumer Cyclical 2,063.0 $498K 0.08% -394.0 -16.0% $241.16 -10.8%
51 IYW ISHARES TR 2,443.0 $488K 0.08% -50.0 -2.0% $199.68 +21.1%
52 ORCL ORACLE CORP Technology 2,316.0 $451K 0.07% -439.0 -15.9% $194.88 -1.4%
53 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 11,714.0 $433K 0.07% -5K -28.2% $37.00 -11.1%
54 PANW PALO ALTO NETWORKS INC Technology 2,281.0 $420K 0.07% -40.0 -1.7% $184.23 +41.4%
55 PRF INVESCO EXCHANGE TRADED FD T 8,883.0 $417K 0.07% -132.0 -1.5% $46.92 +13.4%
56 TMO THERMO FISHER SCIENTIFIC INC Healthcare 716.0 $415K 0.06% -23.0 -3.1% $579.45 -22.6%
57 VOX VANGUARD WORLD FD 2,137.0 $414K 0.06% -14.0 -0.7% $193.66 +1.0%
58 PFE PFIZER INC Healthcare 16,042.0 $399K 0.06% -967.0 -5.7% $24.90 +4.0%
59 STT STATE STR CORP Financial Services 3,080.0 $397K 0.06% -26.0 -0.8% $129.01 +19.3%
60 EFA ISHARES TR 4,131.0 $397K 0.06% -444.0 -9.7% $96.02 +8.3%
Page 3 of 4  ·  72 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 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%