Blue Fin Capital, Inc.

Blue Fin Capital, Inc. reported 164 holdings worth US$692M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 4, 2026

Blue Fin Capital, Inc. reported 164 holdings worth US$692M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Aug 4, 2026 (Form 13F).

Holdings
164
Value as reported
US$692M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation558KUS$112M16.1%
Apple Inc192KUS$55.6M8.0%
Alphabet Inc (google) Class C142KUS$50.9M7.4%
Microsoft Corp.92,797US$34.6M5.0%
Amazon.com, Inc.122KUS$29.2M4.2%
Meta Platforms, Inc.37,977US$21.4M3.1%
Broadcom Inc.40,281US$15.2M2.2%
Visa Inc.38,970US$13.4M1.9%
Advanced Micro Devices Inc22,335US$13M1.9%
Eli Lilly And Company10,018US$12M1.7%
Jp Morgan Chase & Co.35,577US$11.6M1.7%
Costco Wholesale Corporation12,332US$11.5M1.7%
Mastercard Incorporated21,964US$11.3M1.6%
Crowdstrike Holdings, Inc.13,078US$9.98M1.4%
Unitedhealth Group Incorporated16,254US$6.76M0.98%
Berkshire Hathaway Inc.13,324US$6.67M0.96%
Walmart Inc.54,976US$6.23M0.90%
Rtx Corporation30,840US$5.85M0.85%
Johnson & Johnson20,710US$5.26M0.76%
Tjx Companies, Inc. (the)30,036US$4.55M0.66%
Abbvie Inc.17,104US$4.3M0.62%
Brookfield Corporation97,010US$4.13M0.60%
Blackrock, Inc.4,287US$4.12M0.60%
Home Depot, Inc. (the)11,421US$4.03M0.58%
Nextera Energy, Inc.44,252US$3.88M0.56%
Lockheed Martin Corporation7,027US$3.58M0.52%
Merck & Company, Inc.26,735US$3.44M0.50%
Stryker Corporation10,778US$3.39M0.49%
Amgen Inc.7,332US$2.66M0.38%
D.r. Horton, Inc.15,592US$2.54M0.37%
Blackstone Inc.21,571US$2.54M0.37%
Bank Of America Corporation41,961US$2.39M0.35%
S&p Global Inc.5,866US$2.39M0.35%
Northrop Grumman Corporation4,673US$2.38M0.34%
Transdigm Group Inc.1,573US$2.09M0.30%
Moody's Corporation4,543US$2.06M0.30%
Micron Technology, Inc.1,629US$1.88M0.27%
Intuitive Surgical, Inc.4,235US$1.68M0.24%
Procter & Gamble Company (the)11,400US$1.67M0.24%
Abbott Laboratories18,026US$1.64M0.24%
Sherwin-williams Company (the)4,246US$1.46M0.21%
Pepsico, Inc.10,702US$1.45M0.21%
Kla Corporation4,580US$1.38M0.20%
Coca-cola Company (the)15,652US$1.27M0.18%
Southern Company (the)12,854US$1.23M0.18%
Asml Holding Nv604US$1.2M0.17%
Chevron Corporation7,218US$1.2M0.17%
Ge Vernova Inc.959US$1.13M0.16%
Colgate-palmolive Company11,861US$1.09M0.16%
Palo Alto Networks, Inc.3,074US$1.05M0.15%
Cisco Systems, Inc.8,845US$1.04M0.15%
Mcdonald's Corporation3,647US$986K0.14%
Enbridge Inc.17,739US$962K0.14%
Alliancebernstein Holding L.p.26,718US$941K0.14%
Ge Aerospace2,494US$932K0.13%
Brookfield Asset Management Inc20,213US$907K0.13%
Netflix, Inc.11,910US$850K0.12%
W.w. Grainger, Inc.619US$842K0.12%
Qualcomm Incorporated3,989US$737K0.11%
Applied Materials, Inc.906US$655K0.09%
Boston Scientific Corporation15,105US$645K0.09%
Tesla, Inc.1,484US$624K0.09%
Morgan Stanley2,965US$620K0.09%
Marathon Petroleum Corporation2,412US$617K0.09%
Duke Energy Corporation (holding Company)4,786US$606K0.09%
Deere & Company903US$573K0.08%
Lowe's Companies, Inc.2,556US$564K0.08%
Textron Inc.6,014US$552K0.08%
Automatic Data Processing, Inc.2,203US$493K0.07%
Carpenter Technology Corporation795US$490K0.07%
State Street Corporation2,879US$488K0.07%
Welltower Inc.2,009US$456K0.07%
Intel Corporation3,238US$452K0.07%
Taiwan Semiconductor Manufacturing Co., Ltd.931US$445K0.06%
Waste Management, Inc.1,839US$410K0.06%
Public Storage1,263US$402K0.06%
Realty Income Corporation6,238US$387K0.06%
Pfizer, Inc.15,547US$374K0.05%
Oracle Corporation2,491US$365K0.05%
Dominion Energy, Inc.5,070US$346K0.05%
Amphenol Corporation1,956US$345K0.05%
Thermo Fisher Scientific Inc672US$337K0.05%
Palantir Technologies Inc.2,849US$332K0.05%
Synopsys, Inc.734US$327K0.05%
Dell Technologies Inc.740US$319K0.05%
American Electric Power Company, Inc.2,298US$314K0.05%
International Business Machines Corporation1,101US$310K0.04%
Bristol-myers Squibb Company5,133US$296K0.04%
Enterprise Products Partners L.p.8,029US$295K0.04%
Eversource Energy (d/b/a)4,002US$289K0.04%
Cummins Inc.400US$285K0.04%
Howmet Aerospace Inc.1,050US$282K0.04%
Idexx Laboratories, Inc.525US$276K0.04%
American Express Company808US$273K0.04%
Vertiv Holdings, Llc812US$272K0.04%
Wells Fargo & Company3,181US$263K0.04%
Walt Disney Company (the)2,687US$259K0.04%
Chipotle Mexican Grill, Inc.7,510US$255K0.04%
Illinois Tool Works Inc.916US$248K0.04%
Edwards Lifesciences Corporation2,623US$237K0.03%

Every holding of Blue Fin Capital, Inc.

Source

View original at SEC

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