Blue Fin Capital, Inc. Portfolio Holdings

Blue Fin Capital, Inc.

$529 Million
Q4 2024

Blue Fin Capital, Inc. has filed its 13F form on February 18, 2025 for Q4 2024 where it was disclosed a total value porftolio of $529 Million distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $93.4M, Apple Inc. with a value of $51.8M, Microsoft Corp with a value of $40.1M, Amazon Com Inc with a value of $27.7M, and Meta Platforms, Inc. with a value of $24.7M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $517M to 529M.

Below you can find more details about Blue Fin Capital, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $529 Million

Technology: $199 Million

ETFs: $101 Million

Financial Services: $55.2 Million

Communication Services: $52.1 Million

Consumer Cyclical: $39.5 Million

Healthcare: $36.1 Million

Consumer Defensive: $22.6 Million

Industrials: $13.7 Million

Other: $9.52 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
NVDA Nvidia Corp Technology	$316B	$93.4 Million 17.65% of portfolio	695,534	Q4 2024 Reduced 1.32%
AAPL Apple Inc. Technology	$3.97T	$51.8 Million 9.79% of portfolio	206,997	Q4 2024 Reduced 0.57%
MSFT Microsoft Corp Technology	$2.97T	$40.1 Million 7.58% of portfolio	95,112	Q4 2024 Added 1.01%
AMZN Amazon Com Inc Consumer Cyclical	$2.17T	$27.7 Million 5.23% of portfolio	126,121	Q4 2024 Added 0.02%
META Meta Platforms, Inc. Communication Services	$1.48T	$24.7 Million 4.67% of portfolio	41,875	Q4 2024 Added 2.52%
GOOGL Alphabet Inc. Communication Services	$1.05T	$20.7 Million 3.91% of portfolio	109,177	Q4 2024 Reduced 0.54%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$15.9 Million 3.0% of portfolio	306,619	Q4 2024 Added 7.0%
V Visa Inc. Financial Services	$576B	$13.7 Million 2.59% of portfolio	43,453	Q4 2024 Added 0.2%
MA Mastercard Inc Financial Services	$538B	$13.5 Million 2.56% of portfolio	25,685	Q4 2024 Added 0.58%
COST Costco Wholesale Corp Consumer Defensive	$467B	$11.3 Million 2.14% of portfolio	12,373	Q4 2024 Added 0.43%
GLD Spdr Gold Trust ETFs	$92.7B	$9.12 Million 1.72% of portfolio	37,671	Q4 2024 Added 0.38%
LLY Eli Lilly & CO Healthcare	$857B	$8.56 Million 1.62% of portfolio	11,088	Q4 2024 Added 0.15%
JPM Jpmorgan Chase & CO Financial Services	$755B	$8.59 Million 1.62% of portfolio	35,819	Q4 2024 Added 0.76%
UNH Unitedhealth Group Inc Healthcare	$440B	$8.26 Million 1.56% of portfolio	16,319	Q4 2024 Reduced 0.45%
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$8.02 Million 1.51% of portfolio	155,603	Q4 2024 Added 11.78%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$650B	$7.01 Million 1.32% of portfolio	15,466	Q4 2024 Reduced 0.93%
HYG Ishares Tr ETFs	$0	$5.96 Million 1.13% of portfolio	75,724	Q4 2024 Added 18.42%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$5.89 Million 1.11% of portfolio	10,055	Q4 2024 Reduced 0.05%
WMT Walmart Inc. Consumer Defensive	$265B	$5.73 Million 1.08% of portfolio	63,385	Q4 2024 Reduced 0.63%
GOOG Alphabet Inc. Communication Services	$1.08T	$5.55 Million 1.05% of portfolio	29,153	Q4 2024 Reduced 1.71%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$5.22 Million 0.99% of portfolio	166,034	Q4 2024 Added 0.38%
IWV Ishares Russell 3000 ETF ETFs	$0	$4.45 Million 0.84% of portfolio	13,320	Q4 2024 Reduced 0.1%
IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$4.06 Million 0.77% of portfolio	35,098	Q4 2024 Added 6.08%
SYK Stryker Corp Healthcare	$148B	$3.97 Million 0.75% of portfolio	11,034	Q4 2024 Added 1.39%
HD Home Depot, Inc. Consumer Cyclical	$403B	$3.91 Million 0.74% of portfolio	10,042	Q4 2024 Added 8.61%
CRWD Crowd Strike Holdings, Inc. Technology	$81.6B	$3.9 Million 0.74% of portfolio	11,404	Q4 2024 Added 5.22%
RTX Raytheon Technologies Corp Industrials	$187B	$3.67 Million 0.69% of portfolio	31,742	Q4 2024 Reduced 0.07%
LMT Lockheed Martin Corp Industrials	$118B	$3.43 Million 0.65% of portfolio	7,059	Q4 2024 Reduced 0.7%
BKLN Invesco ETF Tr Ii Sr Ln ETF ETFs	$0	$3.18 Million 0.6% of portfolio	151,100	Q4 2024 Reduced 5.88%
EEM Ishares Msci Emerging Markets ETFs	$0	$3.13 Million 0.59% of portfolio	74,939	Q4 2024 Reduced 3.41%
MRK Merck & Co., Inc. Healthcare	$232B	$3.06 Million 0.58% of portfolio	30,749	Q4 2024 Reduced -0.0%
NEE Nextera Energy Inc Utilities	$140B	$3.05 Million 0.58% of portfolio	42,481	Q4 2024 Added 0.9%
TJX Tjx Companies Inc Consumer Cyclical	$142B	$3.08 Million 0.58% of portfolio	25,515	Q4 2024 Added 1.24%
BX Blackstone Inc. Financial Services	$111B	$2.96 Million 0.56% of portfolio	17,160	Q4 2024 Added 0.16%
JNK Spdr Bloomberg High Yield Bond ETFs	$0	$2.79 Million 0.53% of portfolio	29,266	Q4 2024 Reduced 16.04%
JNJ Johnson & Johnson Healthcare	$434B	$2.65 Million 0.5% of portfolio	18,340	Q4 2024 Reduced 4.25%
ABBV Abb Vie Inc. Healthcare	$361B	$2.62 Million 0.49% of portfolio	14,726	Q4 2024 Reduced 0.11%
SPGI S&P Global Inc. Financial Services	$174B	$2.48 Million 0.47% of portfolio	4,972	Q4 2024 Added 6.67%
MCO Moodys Corp Financial Services	$91.9B	$2.34 Million 0.44% of portfolio	4,940	Q4 2024 Added 2.13%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$2.34 Million 0.44% of portfolio	28,540	Q4 2024 Reduced 1.58%
NOC Northrop Grumman Corp Industrials	$71B	$2.27 Million 0.43% of portfolio	4,834	Q4 2024 Reduced 1.57%
AMD Advanced Micro Devices Inc Technology	$168B	$2.23 Million 0.42% of portfolio	18,488	Q4 2024 Reduced 11.33%
ACN Accenture PLC Technology	$229B	$2.19 Million 0.41% of portfolio	6,217	Q4 2024 Reduced 1.54%
ADBE Adobe Inc. Technology	$206B	$2.11 Million 0.4% of portfolio	4,737	Q4 2024 Reduced 6.29%
DHI Horton D R Inc Consumer Cyclical	$45.9B	$2.06 Million 0.39% of portfolio	14,760	Q4 2024 Added 1.12%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$2.03 Million 0.38% of portfolio	3,559	Q4 2024 Added 1.42%
ABT Abbott Laboratories Healthcare	$238B	$1.93 Million 0.37% of portfolio	17,091	Q4 2024 Reduced 2.15%
BAC Bank Of America Corp Financial Services	$353B	$1.84 Million 0.35% of portfolio	41,878	Q4 2024 Reduced 0.54%
IVV Ishares Core S&P 500 ETF ETFs	$0	$1.79 Million 0.34% of portfolio	3,048	Q3 2024 Reduced 0.55%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$1.81 Million 0.34% of portfolio	14,110	Q4 2024 Added 0.43%

Summary

Portfolio
No. of Stocks 137
Current Value $529 Million
Prior Value $517 Million
Filing
Period Q4 2024
Filing Date February 18, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 5 stocks
Additional Purchases 55 stocks
Sold out of 0 stocks
Reduced holdings in 65 stocks

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Blue Fin Capital, Inc. Portfolio Holdings