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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 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IGSB ISHARES TR 406,530.0 $21.5M 3.33% +42K +11.7% $52.88 -1.1%
2 GLD SPDR GOLD TR Financial Services 40,599.0 $16.1M 2.50% +2K +5.6% $396.31 +4.4%
3 IGIB ISHARES TR 234,664.0 $12.6M 1.96% +33K +16.6% $53.88 -1.9%
4 AVGO BROADCOM INC Technology 34,720.0 $12.0M 1.86% +7K +25.5% $346.10 +19.7%
5 HYG ISHARES TR 100,526.0 $8.1M 1.26% +9K +9.4% $80.63 -0.9%
6 PFF ISHARES TR 182,967.0 $5.7M 0.88% +9K +5.4% $30.96 +0.9%
7 IEI ISHARES TR 45,305.0 $5.4M 0.84% +7K +18.3% $119.35 -1.9%
8 BN BROOKFIELD CORP Financial Services 103,213.0 $4.7M 0.73% +32K +45.1% $45.89 -1.1%
9 ITOT ISHARES TR 29,084.0 $4.3M 0.67% +4K +13.9% $148.69 +9.6%
10 JNJ JOHNSON & JOHNSON Healthcare 20,789.0 $4.3M 0.67% +156.0 +0.8% $206.95 +13.2%
11 HD HOME DEPOT INC Consumer Cyclical 10,878.0 $3.7M 0.58% +489.0 +4.7% $344.11 -9.0%
12 BKLN INVESCO EXCH TRADED FD TR II 165,392.0 $3.5M 0.54% +7K +4.1% $21.00 -2.5%
13 SHY ISHARES TR 34,585.0 $2.9M 0.44% +2K +6.2% $82.82 -0.8%
14 SPGI S&P GLOBAL INC Financial Services 5,309.0 $2.8M 0.43% +65.0 +1.2% $522.60 -20.1%
15 IEFA ISHARES TR 28,448.0 $2.5M 0.40% +15K +107.8% $89.46 +8.7%
16 AMGN AMGEN INC Healthcare 7,444.0 $2.4M 0.38% +1K +24.8% $327.33 +3.7%
17 BAC BANK AMERICA CORP Financial Services 43,438.0 $2.4M 0.37% +609.0 +1.4% $55.00 -5.8%
18 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 3,717.0 $2.2M 0.35% +182.0 +5.2% $603.32 +11.2%
19 FLOT ISHARES TR 36,628.0 $1.9M 0.29% +4K +12.5% $50.86 +0.3%
20 IEMG ISHARES INC 27,077.0 $1.8M 0.28% +8K +42.8% $67.22 +19.9%
Page 1 of 3  ·  42 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%