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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 5 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AIA ISHARES TR 9,736.0 $949K 0.15% -331.0 -3.3% $97.51 +37.6%
82 XLK SELECT SECTOR SPDR TR 6,325.0 $911K 0.14% +3K +70.4% $143.97 +25.3%
83 AGG ISHARES TR 9,043.0 $903K 0.14% $99.88 -1.4%
84 CL COLGATE PALMOLIVE CO Consumer Defensive 11,323.0 $895K 0.14% -867.0 -7.1% $79.02 +14.7%
85 CSCO CISCO SYS INC Technology 10,911.0 $840K 0.13% -882.0 -7.5% $77.03 +56.3%
86 QCOM QUALCOMM INC Technology 4,745.0 $812K 0.13% -75.0 -1.6% $171.06 +39.2%
87 XLC SELECT SECTOR SPDR TR 6,637.0 $781K 0.12% +661.0 +11.1% $117.72 -1.9%
88 ENB ENBRIDGE INC Energy 16,028.0 $767K 0.12% +213.0 +1.4% $47.83 +21.3%
89 XOM EXXON MOBIL CORP Energy 5,812.0 $699K 0.11% +763.0 +15.1% $120.34 +28.7%
90 GWW WW GRAINGER INC Industrials 622.0 $628K 0.10% +195.0 +45.7% $1009.05 +23.7%
91 TSLA TESLA INC Consumer Cyclical 1,384.0 $622K 0.10% NEW $449.72 -5.3%
92 EMB ISHARES TR 6,176.0 $595K 0.09% +457.0 +8.0% $96.28 -1.2%
93 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,264.0 $582K 0.09% -681.0 -23.1% $257.20 -12.4%
94 DUK DUKE ENERGY CORP NEW Utilities 4,720.0 $553K 0.09% +51.0 +1.1% $117.22 +7.2%
95 PCY INVESCO EXCH TRADED FD TR II 25,197.0 $546K 0.09% $21.66 -2.1%
96 MS MORGAN STANLEY Financial Services 2,965.0 $526K 0.08% $177.53 +13.2%
97 TXT TEXTRON INC Industrials 6,024.0 $525K 0.08% +967.0 +19.1% $87.17 +5.4%
98 AXP AMERICAN EXPRESS CO Financial Services 1,404.0 $519K 0.08% -247.0 -15.0% $369.85 -15.7%
99 VYM VANGUARD WHITEHALL FDS 3,593.0 $516K 0.08% $143.52 +10.6%
100 PLTR PALANTIR TECHNOLOGIES INC Technology 2,849.0 $506K 0.08% $177.75 -23.0%
Page 5 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%