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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 9 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SLV ISHARES SILVER TR Financial Services 4,254.0 $227K 0.03% $53.47 +17.3%
162 COHR COHERENT CORP Technology 575.0 $227K 0.03% NEW $394.47 -26.6%
163 CAT CATERPILLAR INC Industrials 202.0 $215K 0.03% NEW $1064.90 -22.3%
164 SNDK SANDISK CORP Technology 94.0 $214K 0.03% NEW $2273.73 -29.8%
Page 9 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%