Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Blue Fin Capital, Inc. (CIK 1576102) reported $609.6M across 150 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($99.3M, 16.28%), AAPL ($48.6M, 7.97%), MSFT ($34.6M, 5.68%), GOOGL ($29.4M, 4.82%), AMZN ($25.0M, 4.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $99.3M | 16.28% | 569,190 | Trimmed |
| 2 | AAPL | APPLE INC | $48.6M | 7.97% | 191,563 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $34.6M | 5.68% | 93,524 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $29.4M | 4.82% | 102,231 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $25.0M | 4.11% | 120,190 | Trimmed |
| 6 | IGSB | ISHARES TR | $23.1M | 3.80% | 440,329 | Added |
| 7 | META | META PLATFORMS INC | $22.6M | 3.70% | 39,468 | Trimmed |
| 8 | GLD | SPDR GOLD TR | $17.4M | 2.85% | 40,402 | Trimmed |
| 9 | IGIB | ISHARES TR | $13.6M | 2.24% | 256,274 | Added |
| 10 | COST | COSTCO WHOLESALE CORPORATION | $12.1M | 1.98% | 12,132 | Added |
| 11 | V | VISA INC | $11.5M | 1.88% | 37,983 | Trimmed |
| 12 | AVGO | BROADCOM INC | $11.4M | 1.87% | 36,854 | Added |
| 13 | MA | MASTERCARD INCORPORATED | $11.1M | 1.82% | 22,213 | Trimmed |
| 14 | JPM | JPMORGAN CHASE & CO | $10.4M | 1.71% | 35,458 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $9.3M | 1.52% | 10,075 | Trimmed |
| 16 | HYG | ISHARES TR | $8.3M | 1.36% | 104,555 | Added |
| 17 | GOOG | ALPHABET INC | $7.9M | 1.29% | 27,376 | Trimmed |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $7.7M | 1.26% | 11,778 | Added |
| 19 | WMT | WALMART INC | $6.9M | 1.13% | 55,281 | Trimmed |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.7M | 1.11% | 14,076 | Trimmed |
| 21 | IEI | ISHARES TR | $6.1M | 1.00% | 51,428 | Added |
| 22 | RTX | RTX CORPORATION | $6.0M | 0.98% | 30,958 | Trimmed |
| 23 | PFF | ISHARES TR | $5.9M | 0.98% | 196,083 | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $5.1M | 0.84% | 20,919 | Added |
| 25 | CRWD | CROWDSTRIKE HLDGS INC | $5.0M | 0.82% | 12,743 | Added |
Source: SEC Form 13F filings · as of 2026-03-31