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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 7 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KLAC KLA CORP Technology 310.0 $377K 0.06% -5.0 -1.6% $1215.08 +55.4%
122 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,856.0 $370K 0.06% -283.0 -4.0% $53.94 +10.2%
123 VCR VANGUARD WORLD FD 915.0 $361K 0.06% +81.0 +9.7% $394.03 +0.2%
124 XLRE SELECT SECTOR SPDR TR 8,894.0 $359K 0.06% -197.0 -2.2% $40.35 +10.4%
125 O REALTY INCOME CORP Real Estate 6,337.0 $357K 0.06% -59.0 -0.9% $56.37 +10.0%
126 XLV SELECT SECTOR SPDR TR 2,172.0 $336K 0.05% +320.0 +17.3% $154.80 -3.2%
127 PSA PUBLIC STORAGE OPER CO Real Estate 1,271.0 $330K 0.05% -168.0 -11.7% $259.50 +17.6%
128 ETN EATON CORP PLC Industrials 1,000.0 $319K 0.05% $318.51 +22.9%
129 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,084.0 $318K 0.05% -155.0 -12.5% $293.70 +6.2%
130 FCOM FIDELITY COVINGTON TRUST 4,290.0 $314K 0.05% NEW $73.28 +0.8%
131 DIS DISNEY WALT CO Communication Services 2,742.0 $312K 0.05% -167.0 -5.7% $113.75 -9.5%
132 D DOMINION ENERGY INC Utilities 5,203.0 $305K 0.05% $58.59 +15.5%
133 VOO VANGUARD INDEX FDS 473.0 $297K 0.05% $627.76 +9.2%
134 IBM INTERNATIONAL BUSINESS MACHS Technology 1,001.0 $297K 0.05% $296.21 -14.3%
135 WFC WELLS FARGO CO NEW Financial Services 3,181.0 $296K 0.05% +38.0 +1.2% $93.19 -18.0%
136 BBH VANECK ETF TRUST 1,544.0 $292K 0.04% -26.0 -1.7% $189.26 -2.4%
137 XLB SELECT SECTOR SPDR TR 6,116.0 $277K 0.04% +3K +103.3% $45.35 +10.9%
138 SLV ISHARES SILVER TR Financial Services 4,200.0 $271K 0.04% NEW $64.42 +6.1%
139 AEP AMERICAN ELEC PWR CO INC Utilities 2,298.0 $265K 0.04% $115.31 +14.1%
140 ES EVERSOURCE ENERGY Utilities 3,869.0 $260K 0.04% -261.0 -6.3% $67.33 +4.0%
Page 7 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%