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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$15.9 Million 3.0% of portfolio	306,619	Q4 2024 Added 7.0%
GLD Spdr Gold Trust ETFs	$92.7B	$9.12 Million 1.72% of portfolio	37,671	Q4 2024 Added 0.38%
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$8.02 Million 1.51% of portfolio	155,603	Q4 2024 Added 11.78%
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%
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%
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%
JNK Spdr Bloomberg High Yield Bond ETFs	$0	$2.79 Million 0.53% of portfolio	29,266	Q4 2024 Reduced 16.04%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$2.34 Million 0.44% of portfolio	28,540	Q4 2024 Reduced 1.58%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$2.03 Million 0.38% of portfolio	3,559	Q4 2024 Added 1.42%
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%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$1.62 Million 0.31% of portfolio	15,218	Q4 2024 Reduced 1.85%
SCHP Schwab Strategic Us Tips ETF ETFs	$0	$1.59 Million 0.3% of portfolio	61,738	Q4 2024 Added 89.65%
IGV Ishares Expanded Tech Software ETFs	$0	$1.43 Million 0.27% of portfolio	14,240	Q4 2024 Added 0.46%
IBB Ishares Biotechnology ETF ETFs	$0	$1.36 Million 0.26% of portfolio	10,319	Q4 2024 Reduced 1.53%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$1.38 Million 0.26% of portfolio	30,666	Q4 2024 Reduced 0.44%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$1.4 Million 0.26% of portfolio	2,730	Q4 2024 Reduced 3.87%
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$1.3 Million 0.25% of portfolio	25,505	Q4 2024 Added 2.09%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.2 Million 0.23% of portfolio	12,362	Q4 2024 Added 0.27%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$1.18 Million 0.22% of portfolio	8,968	Q4 2024 Added 0.08%
IEFA Ishares Tr ETFs	$0	$1.03 Million 0.19% of portfolio	14,586	Q4 2024 Added 0.65%
XLK Technology Sector Spdr ETFs	$0	$947,000 0.18% of portfolio	4,076	Q4 2024 Added 0.22%
IEMG Ishares Inc ETFs	$0	$914,000 0.17% of portfolio	17,053	Q4 2024 Added 1.75%
VGT Vanguard Information Technolog ETFs	$0	$843,000 0.16% of portfolio	1,356	Q4 2024 Added 1.57%
EEMA Ishares Msci Emerging Markets ETFs	$0	$818,000 0.15% of portfolio	11,426	Q4 2024 Reduced 0.12%
IAU Ishares Gold Trust ETFs	$46.6B	$767,000 0.14% of portfolio	15,508	Q4 2023 New
AIA Ishares S&P Asia 50 ETF ETFs	$0	$727,000 0.14% of portfolio	10,728	Q4 2024 Reduced 0.04%
EMB Ishares Tr ETFs	$0	$512,000 0.1% of portfolio	5,756	Q4 2024 Reduced 1.88%
PCY Invesco Fd Tr Ii Emerging Mkts ETFs	$0	$503,000 0.1% of portfolio	25,422	Q4 2024 Reduced 7.09%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$458,000 0.09% of portfolio	3,593	Q4 2020 Reduced 14.45%
IYW Ishares Dj Us Tech ETF ETFs	$0	$398,000 0.08% of portfolio	2,500	Q4 2024 Added 0.97%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$412,000 0.08% of portfolio	10,151	Q4 2024 Added 10.67%
XLC Select Sector Spdr Tr Communic ETFs	$0	$437,000 0.08% of portfolio	4,523	Q4 2024 Reduced 1.55%
PRF Invesco Exchange Traded Fd Tr ETFs	$0	$403,000 0.08% of portfolio	9,994	Q4 2024 Reduced 1.88%
VTI Vanguard Total Stock Market Et ETFs	$0	$429,000 0.08% of portfolio	1,481	Q4 2024 Reduced 18.27%
SRLN Ssga Active Trust ETFs	$0	$392,000 0.07% of portfolio	9,404	Q4 2023 Reduced 51.95%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$367,000 0.07% of portfolio	5,115	Q4 2024 Reduced 9.16%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$384,000 0.07% of portfolio	5,084	Q4 2024 Reduced 0.47%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$389,000 0.07% of portfolio	969	Q2 2024 Reduced 0.1%
VOX Vanguard Communication Service ETFs	$0	$319,000 0.06% of portfolio	2,061	Q4 2024 Reduced 2.37%
BBH Vaneck ETF Tr Biotech ETF ETFs	$0	$246,000 0.05% of portfolio	1,570	Q4 2024 Reduced 3.27%
VCR Vanguard Consumer Discretionar ETFs	$0	$281,000 0.05% of portfolio	749	Q4 2024 Reduced 2.47%
XLV Select Sector Spdr Fund Health ETFs	$0	$209,000 0.04% of portfolio	1,521	Q4 2024 Added 3.4%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$201,000 0.04% of portfolio	831	Q4 2024 New
XLB Select Sector Spdr Fd Material ETFs	$0	$219,000 0.04% of portfolio	2,608	Q4 2024 Reduced 1.06%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$225,000 0.04% of portfolio	530	Q4 2024 Reduced 3.99%

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