Blue Fin Capital, Inc.

Q4 2025 13F-HR Holdings

Location
Warren, RI
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
153
Total value ($000)
$644,856
Net value change ($000)
+8,775 (1.4%)
New positions
7
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/21/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 6,648 25.5%
LLY 3,111 37.4%
AVGO 2,891 31.7%
GLD 2,429 17.8%
IGSB 2,189 11.3%
AAPL 2,189 4.3%
GOOGL 1,911 28.5%
IGIB 1,758 16.1%
IEFA 1,350 113.0%
AMD 1,140 31.4%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -8,369 -7.2%
META -4,729 -15.2%
MSFT -4,647 -9.2%
ARM -2,199 -46.9%
COST -1,007 -8.8%
BRK-B -633 -8.2%
MA -507 -3.7%
BLK -494 -10.0%
SYK -484 -11.8%
HD -467 -11.1%
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