Blue Fin Capital, Inc.

Q2 2026 13F-HR Holdings

Location
Warren, RI
Holdings as of
6/30/2026
Date filed
8/4/2026
Form type
13F-HR
Num holdings
164
Total value ($000)
$691,764
Net value change ($000)
+82,128 (13.5%)
New positions
16
Sold out positions
2
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 12,345 12.4%
GOOGL 11,858 40.3%
AMD 8,426 185.3%
AAPL 7,021 14.4%
CRWD 5,005 100.6%
AMZN 4,126 16.5%
ARM 4,124 133.1%
AVGO 3,809 33.4%
LLY 2,749 29.7%
UNH 2,380 54.4%
Top Reduces (Value $000, Stocks/ETFs)
GLD -2,549 -14.7%
META -1,189 -5.3%
XOM -985 -100.0%
NOC -806 -25.3%
LMT -682 -16.0%
WMT -643 -9.4%
ACN -572 -57.4%
COST -553 -4.6%
ISRG -526 -23.8%
NFLX -295 -25.8%
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