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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  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EW EDWARDS LIFESCIENCES CORP Healthcare 2,623.0 $237K 0.03% -97.0 -3.6% $90.46 -0.7%
Page 3 of 3  ·  41 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 46.9%
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%