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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 4 of 4  ·  72 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KLAC KLA CORP Technology 310.0 $377K 0.06% -5.0 -1.6% $1215.08 +55.4%
62 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,856.0 $370K 0.06% -283.0 -4.0% $53.94 +10.2%
63 XLRE SELECT SECTOR SPDR TR 8,894.0 $359K 0.06% -197.0 -2.2% $40.35 +10.4%
64 O REALTY INCOME CORP Real Estate 6,337.0 $357K 0.06% -59.0 -0.9% $56.37 +10.0%
65 PSA PUBLIC STORAGE OPER CO Real Estate 1,271.0 $330K 0.05% -168.0 -11.7% $259.50 +17.6%
66 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,084.0 $318K 0.05% -155.0 -12.5% $293.70 +6.2%
67 DIS DISNEY WALT CO Communication Services 2,742.0 $312K 0.05% -167.0 -5.7% $113.75 -9.5%
68 BBH VANECK ETF TRUST 1,544.0 $292K 0.04% -26.0 -1.7% $189.26 -2.4%
69 ES EVERSOURCE ENERGY Utilities 3,869.0 $260K 0.04% -261.0 -6.3% $67.33 +4.0%
70 EW EDWARDS LIFESCIENCES CORP Healthcare 2,735.0 $233K 0.04% -85.0 -3.0% $85.25 +0.6%
71 ITW ILLINOIS TOOL WKS INC Industrials 936.0 $231K 0.04% -5.0 -0.5% $246.30 +2.4%
72 NVS NOVARTIS AG Healthcare 1,605.0 $221K 0.03% -158.0 -9.0% $137.90 +10.2%
Page 4 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%