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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 5 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AIA ISHARES TR 10,067.0 $952K 0.15% NEW $94.60 +41.9%
82 CVX CHEVRON CORP NEW Energy 5,864.0 $911K 0.14% NEW $155.29 +23.3%
83 AGG ISHARES TR 9,043.0 $907K 0.14% NEW $100.25 -1.8%
84 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,945.0 $864K 0.14% NEW $293.50 -23.2%
85 CSCO CISCO SYS INC Technology 11,793.0 $807K 0.13% NEW $68.42 +76.0%
86 QCOM QUALCOMM INC Technology 4,820.0 $802K 0.13% NEW $166.34 +43.2%
87 ENB ENBRIDGE INC Energy 15,815.0 $798K 0.12% NEW $50.46 +15.0%
88 ORCL ORACLE CORP Technology 2,755.0 $775K 0.12% NEW $281.23 -31.7%
89 XLC SELECT SECTOR SPDR TR 5,976.0 $707K 0.11% NEW $118.37 -2.5%
90 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 16,311.0 $639K 0.10% NEW $39.19 -16.1%
91 LOW LOWES COS INC Consumer Cyclical 2,457.0 $617K 0.10% NEW $251.31 -14.4%
92 MU MICRON TECHNOLOGY INC Technology 3,546.0 $593K 0.09% NEW $167.32 +348.8%
93 DUK DUKE ENERGY CORP NEW Utilities 4,669.0 $578K 0.09% NEW $123.75 +1.5%
94 XOM EXXON MOBIL CORP Energy 5,049.0 $569K 0.09% NEW $112.75 +37.4%
95 AXP AMERICAN EXPRESS CO Financial Services 1,651.0 $548K 0.09% NEW $332.12 -6.1%
96 PCY INVESCO EXCH TRADED FD TR II 25,302.0 $546K 0.09% NEW $21.56 -1.7%
97 EMB ISHARES TR 5,719.0 $544K 0.09% NEW $95.19 -0.0%
98 PLTR PALANTIR TECHNOLOGIES INC Technology 2,849.0 $520K 0.08% NEW $182.42 -25.0%
99 VYM VANGUARD WHITEHALL FDS 3,593.0 $506K 0.08% NEW $140.95 +12.6%
100 IYW ISHARES TR 2,493.0 $488K 0.08% NEW $195.86 +23.4%
Page 5 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%