Blue Fin Capital, Inc.
164 holdingsFiling period: 2026-06-30Current AUM: $730.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 557.8K | $111.6M | $120.7M | 16.53% | -11,383 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 192.3K | $55.6M | $65.3M | 8.93% | +717 | 2026-06-30 |
| 3 | GOOGL | Alphabet Inc | 115.4K | $41.3M | $39.3M | 5.38% | +13.2K | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 92.8K | $34.6M | $49.4M | 6.75% | -727 | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 122.3K | $29.2M | $32.1M | 4.40% | +2.1K | 2026-06-30 |
| 6 | IGSB | iShares TR | 469.4K | $24.6M | $24.1M | 3.30% | +29.1K | 2026-06-30 |
| 7 | META | Meta Platforms Inc | 38.0K | $21.4M | $26.4M | 3.61% | -1,491 | 2026-06-30 |
| 8 | AVGO | Broadcom Inc | 40.3K | $15.2M | $13.5M | 1.84% | +3.4K | 2026-06-30 |
| 9 | GLD | Spdr Gold TR | 40.3K | $14.8M | $15.2M | 2.08% | -129 | 2026-06-30 |
| 10 | IGIB | iShares TR | 277.0K | $14.7M | $14.0M | 1.92% | +20.7K | 2026-06-30 |
| 11 | V | Visa Inc | 39.0K | $13.4M | $15.8M | 2.17% | +987 | 2026-06-30 |
| 12 | AMD | Advanced Micro Devices Inc | 22.3K | $13.0M | $11.9M | 1.63% | -23 | 2026-06-30 |
| 13 | LLY | Eli Lilly & Co | 10.0K | $12.0M | $12.9M | 1.76% | -57 | 2026-06-30 |
| 14 | JPM | JPMorgan Chase & Co | 35.6K | $11.6M | $11.9M | 1.63% | +119 | 2026-06-30 |
| 15 | COST | Costco Wholesale Corporation | 12.3K | $11.5M | $12.3M | 1.68% | +200 | 2026-06-30 |
| 16 | MA | Mastercard Incorporated | 22.0K | $11.3M | $13.6M | 1.86% | -249 | 2026-06-30 |
| 17 | CRWD | Crowdstrike Hldgs Inc | 13.1K | $10.0M | $11.9M | 1.63% | +335 | 2026-06-30 |
| 18 | GOOG | Alphabet Inc | 27.3K | $9.7M | $9.2M | 1.26% | -41 | 2026-06-30 |
| 19 | HYG | iShares TR | 107.4K | $8.6M | $8.2M | 1.13% | +2.8K | 2026-06-30 |
| 20 | SPY | State Str Spdr S&P 500 ETF T | 11.1K | $8.3M | $8.5M | 1.17% | -692 | 2026-06-30 |
| 21 | ARM | Arm Holdings PLC | 20.4K | $7.2M | $4.5M | 0.62% | -111 | 2026-06-30 |
| 22 | UNH | Unitedhealth Group Inc | 16.3K | $6.8M | $6.8M | 0.93% | +83 | 2026-06-30 |
| 23 | BRK-B | Berkshire Hathaway Inc Del | 13.3K | $6.7M | $6.7M | 0.91% | -752 | 2026-06-30 |
| 24 | WMT | Walmart Inc | 55.0K | $6.2M | $6.5M | 0.89% | -305 | 2026-06-30 |
| 25 | IEI | iShares TR | 52.6K | $6.2M | $6.0M | 0.82% | +1.2K | 2026-06-30 |
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