Q3 2026 13F · SEC CIK 1576102

Blue Fin Capital, Inc.

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $741.6M
Reported positions: 164
Top holdings a year, 3 yrs: +28.5%
Assets under management: $755.9M

Blue Fin Capital, Inc. is a wealth manager that reported 164 positions worth $741.6M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Nvidia Corporation (NVDA, 16.8%), Apple Inc (AAPL, 8.6%), Microsoft Corp (MSFT, 6.4%). A portfolio copying its top holdings returned 28.5% a year over the last 3 years, against 20.4% for the S&P 500.

Blue Fin Capital, Inc. holdings largest 50 of 164 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Blue Fin Capital, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	16.8%	16.1%	546,420	-2.0%	$124.8M
AAPLApple Inc	8.6%	8.0%	192,331	+0.0%	$64.1M
MSFTMicrosoft Corp	6.4%	5.0%	93,034	+0.3%	$47.7M
GOOGLAlphabet Inc	5.7%	6.0%	122,549	+6.2%	$42.2M
AMZNAmazon Com Inc	4.2%	4.2%	124,073	+1.4%	$30.9M
METAMeta Platforms Inc	3.7%	3.1%	37,729	-0.7%	$27.4M
IGSBIshares Tr	3.4%	3.6%	491,512	+4.7%	$25.2M
GLDSpdr Gold Tr	2.1%	2.1%	40,688	+1.0%	$15.5M
IGIBIshares Tr	2.0%	2.1%	296,561	+7.1%	$14.9M
AVGOBroadcom Inc	2.0%	2.2%	41,284	+2.5%	$14.5M
CRWDCrowdstrike Hldgs Inc	1.9%	1.4%	53,288	+307.5%	$14.1M
VVisa Inc	1.9%	1.9%	38,919	-0.1%	$14.0M
AMDAdvanced Micro Devices Inc	1.8%	1.9%	22,383	+0.2%	$13.7M
MAMastercard Incorporated	1.6%	1.6%	21,949	-0.1%	$12.1M
JPMJpmorgan Chase & Co	1.6%	1.7%	35,797	+0.6%	$11.8M
LLYEli Lilly & Co	1.6%	1.7%	10,040	+0.2%	$11.6M
COSTCostco Wholesale Corporation	1.5%	1.7%	12,390	+0.5%	$11.3M
GOOGAlphabet Inc	1.3%	1.4%	27,329	-0.0%	$9.3M
HYGIshares Tr	1.2%	1.2%	113,774	+6.0%	$8.8M
SPYState Str Spdr S&p 500 ETF T	1.1%	1.2%	11,147	+0.6%	$8.5M
ITOTIshares Tr	0.9%	0.9%	42,280	+14.9%	$7.0M
BRK-BBerkshire Hathaway Inc Del	0.9%	1.0%	13,171	-1.1%	$6.6M
IEIIshares Tr	0.8%	0.9%	55,579	+5.6%	$6.3M
PFFIshares Tr	0.8%	0.9%	206,012	+4.4%	$6.1M
UNHUnitedhealth Group Inc	0.8%	1.0%	16,352	+0.6%	$6.0M
ARMArm Holdings PLC	0.8%	1.0%	20,415	+0.2%	$5.9M
RTXRtx Corporation	0.8%	0.8%	30,812	-0.1%	$5.7M
WMTWalmart Inc	0.8%	0.9%	54,934	-0.1%	$5.7M
JNJJohnson & Johnson	0.7%	0.8%	20,828	+0.6%	$5.5M
IWVIshares Tr	0.7%	0.7%	11,831	-0.2%	$5.1M
IEFAIshares Tr	0.6%	0.5%	47,770	+22.8%	$4.6M
BLKBlackrock Inc	0.6%	0.6%	4,277	-0.2%	$4.5M
ABBVAbbvie Inc	0.6%	0.6%	17,109	+0.0%	$4.5M
SHYIshares Tr	0.6%	0.6%	54,661	+7.0%	$4.4M
TJXTjx Cos Inc New	0.5%	0.7%	30,245	+0.7%	$4.0M
MRKMerck & Co Inc	0.5%	0.5%	26,676	-0.2%	$3.9M
EEMIshares Tr	0.5%	0.6%	56,144	-0.2%	$3.7M
IEMGIshares Inc	0.5%	0.5%	45,380	+3.1%	$3.7M
BKLNInvesco Exch Traded Fd Tr II	0.5%	0.5%	178,253	+3.3%	$3.6M
BNBrookfield Corp	0.5%	0.6%	98,135	+1.2%	$3.6M
LMTLockheed Martin Corp	0.5%	0.5%	6,925	-1.5%	$3.5M
NEENextera Energy Inc	0.5%	0.6%	44,991	+1.7%	$3.4M
HDHome Depot Inc	0.4%	0.6%	11,607	+1.6%	$3.3M
AMGNAmgen Inc	0.4%	0.4%	7,329	-0.0%	$3.1M
MDYState Str Spdr S&p Midcap 40	0.4%	0.5%	4,624	+2.6%	$3.0M
SYKStryker Corporation	0.4%	0.5%	10,901	+1.1%	$3.0M
JNKSpdr Series Trust	0.3%	0.4%	26,363	-2.6%	$2.4M
BXBlackstone Inc	0.3%	0.4%	21,452	-0.6%	$2.4M
SMHVaneck ETF Trust	0.3%	0.4%	3,890	+2.7%	$2.4M
SPGIS&p Global Inc	0.3%	—	5,901	—	$2.3M

What Blue Fin Capital, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CRWD Crowdstrike Hldgs Inc+307.5% shares
IEFA Ishares Tr+22.8% shares
ITOT Ishares Tr+14.9% shares
IGIB Ishares Tr+7.1% shares
SHY Ishares Tr+7.0% shares
GOOGL Alphabet Inc+6.2% shares
HYG Ishares Tr+6.0% shares
IEI Ishares Tr+5.6% shares

Reduced

No position shrank by more than 5%.

Left the top 50

DHI D R Horton Incwas 0.4%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.9% /yr; S&P 500 +20.1%
3 years: +28.5% /yr; S&P 500 +20.4%
5 years: +16.8% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$741.6M	164
Q2 2026	$691.8M	164
Q1 2026	$609.6M	150
Q4 2025	$644.9M	153
Q3 2025	$636.1M	147
Q2 2025	$587.3M	144
Q4 2024	$542.6M	137
Q3 2024	$526.3M	139
Q2 2024	$500.8M	143
Q1 2024	$448.5M	139
Q4 2023	$389.6M	139
Q3 2023	$342.5M	128

Questions about Blue Fin Capital, Inc.'s portfolio

What stocks does Blue Fin Capital, Inc. own?

Blue Fin Capital, Inc.'s latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 164 positions worth $741.6M. The largest are Nvidia Corporation (NVDA) at 16.8%, Apple Inc (AAPL) at 8.6%, Microsoft Corp (MSFT) at 6.4%, Alphabet Inc (GOOGL) at 5.7% and Amazon Com Inc (AMZN) at 4.2%.

What did Blue Fin Capital, Inc. buy last quarter?

In Q3 2026, Blue Fin Capital, Inc. added Crowdstrike Hldgs Inc (CRWD) (+307.5% shares), Ishares Tr (IEFA) (+22.8% shares) and Ishares Tr (ITOT) (+14.9% shares), compared with its Q2 2026 filing.

What did Blue Fin Capital, Inc. sell last quarter?

In Q3 2026, Blue Fin Capital, Inc. cut from its top 50 D R Horton Inc (DHI), compared with its Q2 2026 filing.

How has Blue Fin Capital, Inc.'s portfolio performed?

A portfolio copying Blue Fin Capital, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +28.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.9% against +20.1%. Over 5 years: +16.8% a year against +11.6%.

When is Blue Fin Capital, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Blue Fin Capital, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Blue Fin Capital, Inc. manage?

Blue Fin Capital, Inc. reported $755.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $741.6M.