Blue Fin Capital, Inc.

Q3 2025 13F-HR Holdings

Location
Warren, RI
Holdings as of
9/30/2025
Date filed
11/21/2025
Form type
13F-HR
Num holdings
147
Total value ($000)
$636,081
Net value change ($000)
+48,745 (8.3%)
New positions
4
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 1/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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 9,961 9.4%
AAPL 9,260 22.2%
GOOGL 6,937 36.3%
AVGO 5,640 161.8%
GLD 1,955 16.7%
GOOGL 1,686 33.6%
MSFT 1,541 3.2%
IGSB 1,539 8.7%
IGIB 1,223 12.7%
JPM 855 8.1%
Top Reduces (Value $000, Stocks/ETFs)
V -1,108 -7.2%
COST -946 -7.7%
ISRG -709 -24.4%
ARM -634 -11.9%
MA -419 -2.9%
SYK -400 -8.9%
ACN -366 -19.2%
LLY -302 -3.5%
AMZN -297 -1.1%
NFLX -269 -15.7%
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