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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 8 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EPD ENTERPRISE PRODS PARTNERS L Energy 8,029.0 $257K 0.04% $32.06 +23.6%
142 CRS CARPENTER TECHNOLOGY CORP Industrials 799.0 $252K 0.04% NEW $314.84 +37.9%
143 DIA SPDR DOW JONES INDL AVERAGE Financial Services 515.0 $247K 0.04% $480.57 +5.3%
144 SMH VANECK ETF TRUST 675.0 $243K 0.04% $360.13 +60.0%
145 EW EDWARDS LIFESCIENCES CORP Healthcare 2,735.0 $233K 0.04% -85.0 -3.0% $85.25 +0.6%
146 AMAT APPLIED MATLS INC Technology 906.0 $233K 0.04% NEW $256.99 +68.2%
147 ITW ILLINOIS TOOL WKS INC Industrials 936.0 $231K 0.04% -5.0 -0.5% $246.30 +2.4%
148 APOS APOLLO GLOBAL MGMT INC Financial Services 1,545.0 $224K 0.04% $144.76 -81.9%
149 NVS NOVARTIS AG Healthcare 1,605.0 $221K 0.03% -158.0 -9.0% $137.90 +10.2%
150 YUM YUM BRANDS INC Consumer Cyclical 1,409.0 $213K 0.03% $151.28 +2.6%
151 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,107.0 $212K 0.03% $68.36 -13.9%
152 GEV GE VERNOVA INC Utilities 313.0 $205K 0.03% NEW $653.57 +58.9%
153 CMI CUMMINS INC Industrials 400.0 $204K 0.03% NEW $510.45 +25.3%
Page 8 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%