Blue Fin Capital, Inc.
151 holdingsFiling period: 2026-03-31Current AUM: $694.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 569.2K | $99.3M | $114.3M | 16.45% | -6,847 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 191.6K | $48.6M | $59.2M | 8.52% | -3,639 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 93.5K | $34.6M | $43.5M | 6.26% | -764 | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 102.2K | $29.4M | $36.4M | 5.24% | -2,167 | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC | 120.2K | $25.0M | $32.6M | 4.70% | -1,712 | 2026-03-31 |
| 6 | IGSB | ISHARES TR | 440.3K | $23.1M | $23.0M | 3.31% | +33.8K | 2026-03-31 |
| 7 | META | META PLATFORMS INC | 39.5K | $22.6M | $22.0M | 3.16% | -462 | 2026-03-31 |
| 8 | GLD | SPDR GOLD TR | 40.4K | $17.4M | $15.0M | 2.16% | -197 | 2026-03-31 |
| 9 | IGIB | ISHARES TR | 256.3K | $13.6M | $13.4M | 1.93% | +21.6K | 2026-03-31 |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 12.1K | $12.1M | $11.5M | 1.66% | +85 | 2026-03-31 |
| 11 | V | VISA INC | 38.0K | $11.5M | $13.9M | 2.00% | -1,919 | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 36.9K | $11.4M | $14.3M | 2.06% | +2.1K | 2026-03-31 |
| 13 | MA | MASTERCARD INCORPORATED | 22.2K | $11.1M | $12.7M | 1.83% | -1,160 | 2026-03-31 |
| 14 | JPM | JPMORGAN CHASE & CO | 35.5K | $10.4M | $12.5M | 1.80% | -115 | 2026-03-31 |
| 15 | LLY | ELI LILLY & CO | 10.1K | $9.3M | $11.6M | 1.67% | -553 | 2026-03-31 |
| 16 | HYG | ISHARES TR | 104.6K | $8.3M | $8.3M | 1.20% | +4.0K | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 27.4K | $7.9M | $9.8M | 1.41% | -90 | 2026-03-31 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | 11.8K | $7.7M | $8.8M | 1.27% | +58 | 2026-03-31 |
| 19 | WMT | WALMART INC | 55.3K | $6.9M | $6.1M | 0.88% | -2,924 | 2026-03-31 |
| 20 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 14.1K | $6.7M | $6.7M | 0.97% | -73 | 2026-03-31 |
| 21 | IEI | ISHARES TR | 51.4K | $6.1M | $6.0M | 0.86% | +6.1K | 2026-03-31 |
| 22 | RTX | RTX CORPORATION | 31.0K | $6.0M | $6.7M | 0.96% | -101 | 2026-03-31 |
| 23 | PFF | ISHARES TR | 196.1K | $5.9M | $6.0M | 0.86% | +13.1K | 2026-03-31 |
| 24 | JNJ | JOHNSON & JOHNSON | 20.9K | $5.1M | $5.4M | 0.77% | +130 | 2026-03-31 |
| 25 | CRWD | CROWDSTRIKE HLDGS INC | 12.7K | $5.0M | $9.7M | 1.40% | +486 | 2026-03-31 |
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