Blue Fin Capital, Inc.

Q1 2025 13F-HR Holdings

Location
Warren, RI
Holdings as of
3/31/2025
Date filed
11/21/2025
Form type
13F-HR
Num holdings
138
Total value ($000)
$515,519
Net value change ($000)
—
New positions
138
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2014 Next filing: 8/13/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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 72,416 —
AAPL 45,411 —
MSFT 35,752 —
AMZN 24,132 —
META 24,028 —
IGSB 16,961 —
GOOGL 16,842 —
V 15,179 —
MA 14,005 —
COST 11,720 —
Top Reduces (Value $000, Stocks/ETFs)
—
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type