Blue Fin Capital, Inc.

Q3 2026 13F-HR Holdings

Location
Warren, RI
Holdings as of
9/30/2026
Date filed
10/28/2026
Form type
13F-HR
Num holdings
164
Total value ($000)
$741,588
Net value change ($000)
+49,824 (7.2%)
New positions
7
Sold out positions
7
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 13,179 11.8%
MSFT 13,102 37.9%
AAPL 8,412 15.1%
META 5,968 27.9%
CRWD 4,128 41.4%
AMZN 1,755 6.0%
TSM 1,690 379.8%
ITOT 986 16.3%
EXXONMOBIL HOLDINGS CORP 945 NEW
GOOGL 911 2.2%
Top Reduces (Value $000, Stocks/ETFs)
ARM -1,309 -18.1%
UNH -753 -11.1%
HD -726 -18.0%
AVGO -717 -4.7%
DHI -616 -24.3%
BN -554 -13.4%
TJX -548 -12.0%
WMT -518 -8.3%
KLAC -489 -35.4%
NEE -476 -12.3%
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