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Portfolio (Quarterly) Guide ↗

Blue Fin Capital, Inc.

· CIK 0001576102
13F Portfolio $636M AUM Filed Nov 21, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 147 New
Page 7 of 8  ·  147 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 STT STATE STR CORP Financial Services 3,106.0 $360K 0.06% NEW $116.01 +32.7%
122 TMO THERMO FISHER SCIENTIFIC INC Healthcare 739.0 $358K 0.06% NEW $485.02 -7.6%
123 KLAC KLA CORP Technology 315.0 $340K 0.05% NEW $1078.60 +75.1%
124 DIS DISNEY WALT CO Communication Services 2,909.0 $333K 0.05% NEW $114.51 -10.1%
125 VCR VANGUARD WORLD FD 834.0 $330K 0.05% NEW $396.23 -0.4%
126 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7,139.0 $322K 0.05% NEW $45.10 +31.8%
127 D DOMINION ENERGY INC Utilities 5,208.0 $319K 0.05% NEW $61.17 +10.6%
128 ES EVERSOURCE ENERGY Utilities 4,130.0 $294K 0.05% NEW $71.14 -1.6%
129 VOO VANGUARD INDEX FDS 471.0 $288K 0.04% NEW $612.16 +12.0%
130 IBM INTERNATIONAL BUSINESS MACHS Technology 1,000.0 $282K 0.04% NEW $282.16 -10.0%
131 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,107.0 $279K 0.04% NEW $89.77 -34.4%
132 MPC MARATHON PETE CORP Energy 1,424.0 $274K 0.04% NEW $192.74 +32.1%
133 XLB SELECT SECTOR SPDR TR 3,008.0 $270K 0.04% NEW $89.62 -43.9%
134 WFC WELLS FARGO CO NEW Financial Services 3,143.0 $263K 0.04% NEW $83.82 -8.9%
135 BBH VANECK ETF TRUST 1,570.0 $260K 0.04% NEW $165.68 +11.5%
136 AEP AMERICAN ELEC PWR CO INC Utilities 2,298.0 $259K 0.04% NEW $112.50 +17.0%
137 XLV SELECT SECTOR SPDR TR 1,852.0 $258K 0.04% NEW $139.17 +7.7%
138 EPD ENTERPRISE PRODS PARTNERS L Energy 8,029.0 $251K 0.04% NEW $31.27 +26.7%
139 ITW ILLINOIS TOOL WKS INC Industrials 941.0 $245K 0.04% NEW $260.76 -3.3%
140 DIA SPDR DOW JONES INDL AVERAGE Financial Services 515.0 $239K 0.04% NEW $463.74 +9.1%
Page 7 of 8  ·  147 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 46.4%
Financial Services 16.8%
Communication Services 12.3%
Consumer Cyclical 7.8%
Healthcare 7.0%
Consumer Defensive 4.4%
Industrials 3.2%
Utilities 1.1%
Energy 0.5%
Basic Materials 0.3%