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Portfolio (Quarterly) Guide ↗

Blue Fin Capital, Inc.

· CIK 0001576102
13F Portfolio $692M AUM 164 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 52 Added 41 Reduced 2 Exited
Page 8 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EPD ENTERPRISE PRODS PARTNERS L 8,029.0 $295K 0.04% $36.76
142 EFA ISHARES TR 2,784.0 $289K 0.04% -332.0 -10.7% $103.88 +4.2%
143 ES EVERSOURCE ENERGY Utilities 4,002.0 $289K 0.04% $72.26 -2.8%
144 FCOM FIDELITY COVINGTON TRUST 4,108.0 $285K 0.04% -182.0 -4.2% $69.48 +1.0%
145 CMI CUMMINS INC Industrials 400.0 $285K 0.04% $713.21 -17.6%
146 HWM HOWMET AEROSPACE INC Industrials 1,050.0 $282K 0.04% NEW $268.86 +1.0%
147 IDXX IDEXX LABS INC Healthcare 525.0 $276K 0.04% NEW $526.44 +5.8%
148 AXP AMERICAN EXPRESS CO Financial Services 808.0 $273K 0.04% $338.25 -0.7%
149 VRT VERTIV HOLDINGS CO Industrials 812.0 $272K 0.04% NEW $334.82 -21.8%
150 DIA STATE STR SPDR DOW JONES IND Financial Services 515.0 $269K 0.04% $522.39 +1.9%
151 WFC WELLS FARGO & CO Financial Services 3,181.0 $263K 0.04% $82.63 +1.5%
152 DIS DISNEY WALT CO Communication Services 2,687.0 $259K 0.04% -55.0 -2.0% $96.25 +12.0%
153 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,510.0 $255K 0.04% -3K -25.9% $34.00 +8.5%
154 DFAX DIMENSIONAL ETF TRUST 6,760.0 $249K 0.04% NEW $36.84 +3.6%
155 ITW ILLINOIS TOOL WKS INC Industrials 916.0 $248K 0.04% -15.0 -1.6% $270.47 +4.4%
156 EW EDWARDS LIFESCIENCES CORP Healthcare 2,623.0 $237K 0.03% -97.0 -3.6% $90.46 -0.7%
157 AGX ARGAN INC Industrials 297.0 $237K 0.03% NEW $798.55 -37.2%
158 TPL TEXAS PACIFIC LAND CORPORATI Energy 534.0 $234K 0.03% $437.64 -12.3%
159 NDAQ NASDAQ INC Financial Services 2,925.0 $231K 0.03% NEW $78.82 +24.6%
160 LITE LUMENTUM HLDGS INC Technology 268.0 $230K 0.03% NEW $858.06 +1.0%
Page 8 of 9  ·  164 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 46.9%
Financial Services 15.6%
Communication Services 11.5%
Healthcare 7.8%
Consumer Cyclical 7.7%
Consumer Defensive 4.2%
Industrials 3.7%
Utilities 1.4%
Energy 0.5%
Basic Materials 0.3%