Blue Fin Capital, Inc.

Q1 2026 13F-HR Holdings

Location
Warren, RI
Holdings as of
3/31/2026
Date filed
5/28/2026
Form type
13F-HR
Num holdings
150
Total value ($000)
$609,636
Net value change ($000)
-35,220 (-5.5%)
New positions
2
Sold out positions
5
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
COST 1,701 16.4%
IGSB 1,647 7.7%
GLD 1,295 8.0%
SHY 1,283 44.8%
SMH 1,157 476.1%
IEMG 1,095 60.2%
IGIB 995 7.9%
LMT 931 27.9%
JNJ 812 18.9%
IEFA 722 28.4%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -10,980 -24.1%
NVDA -8,164 -7.6%
AAPL -4,451 -8.4%
META -3,776 -14.3%
GOOGL -3,279 -10.0%
AMZN -3,105 -11.0%
V -2,514 -18.0%
MA -2,244 -16.8%
LLY -2,154 -18.9%
IGV -1,524 -100.0%
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