Blue Fin Capital, Inc.

Q2 2025 13F-HR Holdings

Location
Warren, RI
Holdings as of
6/30/2025
Date filed
8/13/2025
Form type
13F-HR
Num holdings
144
Total value ($000)
$587,336
Net value change ($000)
+71,817 (13.9%)
New positions
8
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/21/2025 Next filing: 11/21/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 33,423 46.2%
MSFT 12,954 36.2%
META 7,227 30.1%
AMZN 4,078 16.9%
AVGO 2,786 398.0%
GOOGL 2,250 13.4%
CRWD 2,027 48.3%
ARM 2,007 60.6%
JPM 1,730 19.7%
AMD 1,153 58.7%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -3,792 -8.4%
UNH -3,485 -40.1%
IVV -1,298 -74.9%
SPY -910 -10.6%
BRK-B -789 -9.3%
LLY -484 -5.3%
AB -459 -29.6%
SRLN -387 -100.0%
MRK -365 -13.3%
AGG -322 -26.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type