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Portfolio (Quarterly) Guide ↗

Blue Fin Capital, Inc.

· CIK 0001576102
13F Portfolio $610M AUM 150 positions Filed May 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 57 Added 49 Reduced 5 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,245.0 $318K 0.05% -2K -23.5% $60.65 -5.8%
42 CRS CARPENTER TECHNOLOGY CORP Industrials 795.0 $313K 0.05% -4.0 -0.5% $394.15 +42.5%
43 EFA ISHARES TR 3,116.0 $303K 0.05% -1K -24.6% $97.15 +8.1%
44 ORCL ORACLE CORP Technology 2,041.0 $300K 0.05% -275.0 -11.9% $147.14 +25.1%
45 VOO VANGUARD INDEX FDS 469.0 $281K 0.05% -4.0 -0.8% $598.80 +13.9%
46 LHX L3HARRIS TECHNOLOGIES INC Industrials 789.0 $272K 0.04% -295.0 -27.2% $345.24 -10.8%
47 AXP AMERICAN EXPRESS CO Financial Services 808.0 $245K 0.04% -596.0 -42.5% $302.85 +7.5%
48 ITW ILLINOIS TOOL WKS INC Industrials 931.0 $242K 0.04% -5.0 -0.5% $260.29 -1.1%
49 EW EDWARDS LIFESCIENCES CORP Healthcare 2,720.0 $218K 0.04% -15.0 -0.6% $80.08 +6.3%
Page 3 of 3  ·  49 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 43.3%
Financial Services 16.9%
Communication Services 12.5%
Consumer Cyclical 7.8%
Healthcare 7.7%
Consumer Defensive 5.0%
Industrials 4.0%
Utilities 1.5%
Energy 0.9%
Basic Materials 0.3%