BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHP SCHWAB STRATEGIC TR 60,922.0 $1.6M 0.25% -341.0 -0.6% $26.49 +0.5%
62 PG PROCTER AND GAMBLE CO Consumer Defensive 11,197.0 $1.6M 0.25% -207.0 -1.8% $143.31 +0.8%
63 PEP PEPSICO INC Consumer Defensive 10,986.0 $1.6M 0.24% -83.0 -0.8% $143.52 +4.9%
64 SPSM SPDR SERIES TRUST 33,206.0 $1.6M 0.24% +2K +7.7% $46.86 +14.0%
65 IGV ISHARES TR 14,424.0 $1.5M 0.24% +270.0 +1.9% $105.69 -11.1%
66 ACN ACCENTURE PLC IRELAND Technology 5,318.0 $1.4M 0.22% -946.0 -15.1% $268.30 -33.2%
67 VGT VANGUARD WORLD FD 1,833.0 $1.4M 0.21% +114.0 +6.6% $753.90 -84.6%
68 SHW SHERWIN WILLIAMS CO Basic Materials 3,971.0 $1.3M 0.20% +41.0 +1.0% $323.99 -4.6%
69 IAU ISHARES GOLD TR Financial Services 15,396.0 $1.2M 0.19% $81.17 +4.5%
70 BSX BOSTON SCIENTIFIC CORP Healthcare 13,099.0 $1.2M 0.19% -547.0 -4.0% $95.35 -39.4%
71 SDY SPDR SERIES TRUST 8,600.0 $1.2M 0.19% -105.0 -1.2% $139.17 +7.8%
72 KO COCA COLA CO Consumer Defensive 16,998.0 $1.2M 0.18% -1K -6.1% $69.91 +16.6%
73 MCD MCDONALDS CORP Consumer Cyclical 3,854.0 $1.2M 0.18% -100.0 -2.5% $305.63 -7.6%
74 SO SOUTHERN CO Utilities 13,173.0 $1.1M 0.18% -396.0 -2.9% $87.20 +8.4%
75 NFLX NETFLIX INC Communication Services 11,910.0 $1.1M 0.17% +11K +887.6% $93.76 -5.5%
76 BROOKFIELD ASSET MANAGMT LTD 21,067.0 $1.1M 0.17% -2K -8.4% $52.39
77 EEMA ISHARES INC 10,644.0 $1.0M 0.15% -111.0 -1.0% $94.02 +20.2%
78 MU MICRON TECHNOLOGY INC Technology 3,504.0 $1.0M 0.15% -42.0 -1.2% $285.41 +163.1%
79 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 25,438.0 $979K 0.15% -1K -4.8% $38.48 -1.4%
80 CVX CHEVRON CORP NEW Energy 6,395.0 $975K 0.15% +531.0 +9.1% $152.41 +25.6%
Page 4 of 8  ·  153 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%