13F-HR filed by Blue Fin Capital, Inc.
Blue Fin Capital, Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-04, with 164 holding rows worth $691,763,786.
- Accession
- 0001172661-26-003030
- Filer
- CIK 1576102
- Filed
- 2026-08-04
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 164 entries on the cover page, a total value of $691,763,786 stated on the cover page (in dollars after the unit check, H1), rows summing to $691,763,786 with VALUE read as dollars as filed, 13F file number 028-15760. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 557,807 | $111,611,613 | dollars as filed | |
| Apple Inc | 037833100 | COM | 192,280 | $55,638,187 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 115,443 | $41,255,823 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 92,797 | $34,615,149 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 122,337 | $29,157,820 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 469,389 | $24,600,668 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 37,977 | $21,392,019 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 40,281 | $15,216,237 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 40,273 | $14,835,824 | dollars as filed | |
| ISHARES TR | 464288638 | ISHS 5-10YR INVT | 276,970 | $14,726,519 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 38,970 | $13,370,176 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 22,335 | $12,974,451 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 10,018 | $12,015,651 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 35,577 | $11,645,368 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 12,332 | $11,536,045 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 21,964 | $11,280,843 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 13,078 | $9,980,498 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 27,335 | $9,658,107 | dollars as filed | |
| ISHARES TR | 464288513 | IBOXX HI YD ETF | 107,378 | $8,587,053 | dollars as filed | |
| SPY | 78462F103 | SHS | 11,086 | $8,278,916 | dollars as filed | |
| ARM HOLDINGS PLC | 042068205 | SPONSORED ADS | 20,369 | $7,222,201 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 16,254 | $6,755,679 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 13,324 | $6,667,192 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 54,976 | $6,226,561 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 52,614 | $6,179,542 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 36,793 | $6,043,985 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 197,393 | $6,018,505 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 30,840 | $5,851,297 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 20,710 | $5,259,760 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 11,859 | $5,056,773 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 30,036 | $4,550,416 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 17,104 | $4,304,102 | dollars as filed | |
| ISHARES TR | 464287457 | COM | 51,085 | $4,194,555 | dollars as filed | |
| BROOKFIELD CORP CL A LTD VT SH | 11271J107 | Stock | 97,010 | $4,131,635 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 4,287 | $4,122,063 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 11,421 | $4,027,903 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 44,252 | $3,884,016 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 56,242 | $3,847,496 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 38,889 | $3,755,900 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 44,014 | $3,646,115 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 7,027 | $3,580,147 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G508 | SR LN ETF | 172,585 | $3,515,565 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 26,735 | $3,435,475 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 10,778 | $3,393,479 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 4,509 | $3,171,360 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 7,332 | $2,655,002 | dollars as filed | |
| SPDR SER TR | 78468R622 | BLOOMBERG HIGH Y | 27,078 | $2,609,524 | dollars as filed | |
| D R HORTON INC COM | 23331A109 | Stock | 15,592 | $2,539,562 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 21,571 | $2,538,271 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 3,786 | $2,483,200 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 41,961 | $2,390,948 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 5,866 | $2,389,091 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 4,673 | $2,380,137 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 40,583 | $2,340,441 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 1,573 | $2,094,678 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 40,589 | $2,072,066 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 4,543 | $2,057,531 | dollars as filed | |
| VGT | 92204A702 | SHS | 16,755 | $2,002,557 | dollars as filed | |
| ISHARES TR | 464287556 | ISHARES BIOTECH | 10,021 | $1,905,894 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 2,574 | $1,895,235 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 1,629 | $1,880,338 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 15,714 | $1,719,564 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 4,235 | $1,684,135 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 11,400 | $1,671,649 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 18,026 | $1,635,694 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 56,699 | $1,502,529 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 4,246 | $1,461,854 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 10,702 | $1,449,053 | dollars as filed | |
| KLA CORP | 482480100 | COM | 4,580 | $1,381,832 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 15,652 | $1,272,065 | dollars as filed | |
| ISHARES TR | 464288430 | ASIA 50 ETF | 8,874 | $1,257,091 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 8,199 | $1,247,792 | dollars as filed | |
| Southern Company | 842587107 | COM | 12,854 | $1,230,269 | dollars as filed | |
| ISHARES INC | 464286426 | MSCI EM ASIA ETF | 10,508 | $1,229,016 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 604 | $1,201,622 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 7,218 | $1,196,456 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 959 | $1,126,691 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 11,861 | $1,087,441 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 3,074 | $1,048,432 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 8,845 | $1,038,934 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 13,554 | $1,023,463 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 3,647 | $985,821 | dollars as filed | |
| ENBRIDGE INC COM | 29250N105 | Stock | 17,739 | $961,631 | dollars as filed | |
| ALLIANCEBERNSTEIN HLDG L P | 01881G106 | UNIT LTD PARTN | 26,718 | $941,008 | dollars as filed | |
| General Electric Company | 369604301 | COM | 2,494 | $932,083 | dollars as filed | |
| BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | 113004105 | Stock | 20,213 | $906,540 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 8,456 | $905,891 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 8,688 | $859,934 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 11,910 | $850,395 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 619 | $842,088 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 3,989 | $737,070 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 3,740 | $712,555 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 6,795 | $655,310 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 906 | $655,038 | dollars as filed | |
| Boston Scientific Corporation | 101137107 | COM | 15,105 | $644,681 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 2,524 | $636,629 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,484 | $624,170 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 2,965 | $619,804 | dollars as filed | |
| MARATHON PETE CORP COM | 56585A102 | Stock | 2,412 | $616,676 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 4,786 | $605,860 | dollars as filed | |
| Deere & Company | 244199105 | COM | 903 | $572,800 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 3,593 | $567,802 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 2,556 | $563,572 | dollars as filed | |
| TEXTRON INC COM | 883203101 | Stock | 6,014 | $551,632 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 1,275 | $543,303 | dollars as filed | |
| VTI | 922908769 | COM | 1,468 | $543,218 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E784 | EMRNG MKT SVRG | 25,082 | $543,017 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 701 | $524,972 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 11,213 | $493,708 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 2,203 | $493,331 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 795 | $490,388 | dollars as filed | |
| STATE STR CORP COM | 857477103 | Stock | 2,879 | $488,278 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V613 | RAFI US 1000 ETF | 8,883 | $479,948 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,852 | $478,302 | dollars as filed | |
| WELLTOWER INC COM | 95040Q104 | REIT | 2,009 | $455,983 | dollars as filed | |
| Intel Corp | 458140100 | COM | 3,238 | $452,122 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 931 | $444,618 | dollars as filed | |
| Vanguard Consumer Discretionary ETF | 92204A108 | SHS | 1,113 | $441,596 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 3,419 | $425,460 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 5,710 | $419,208 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 1,839 | $409,876 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 7,976 | $405,420 | dollars as filed | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 1,263 | $402,026 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 2,526 | $400,775 | dollars as filed | |
| REALTY INCOME CORP COM | 756109104 | REIT | 6,238 | $386,516 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 15,547 | $374,381 | dollars as filed | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 2,023 | $372,109 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 2,491 | $365,056 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 8,014 | $355,501 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 5,070 | $346,252 | dollars as filed | |
| AMPHENOL CORP NEW | 032095101 | COM | 1,956 | $344,882 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 672 | $336,914 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,849 | $332,393 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 734 | $327,415 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 471 | $323,718 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 740 | $319,280 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 2,298 | $314,389 | dollars as filed | |
| VANECK ETF TRUST | 92189F726 | BIOTECH ETF | 1,544 | $313,798 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,101 | $309,612 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 5,133 | $295,763 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 8,029 | $295,146 | dollars as filed | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 2,784 | $289,202 | dollars as filed | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 4,002 | $289,201 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092873 | MSCI COMMNTN SVC | 4,108 | $285,424 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 400 | $285,284 | dollars as filed | |
| HOWMET AEROSPACE INC COM | 443201108 | Stock | 1,050 | $282,303 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 525 | $276,381 | dollars as filed | |
| American Express Company | 025816109 | COM | 808 | $273,306 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 812 | $271,874 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 515 | $269,031 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 3,181 | $262,851 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 2,687 | $258,625 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 7,510 | $255,328 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 6,760 | $249,038 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 916 | $247,751 | dollars as filed | |
| EDWARDS LIFESCIENCES CORP COM | 28176E108 | Stock | 2,623 | $237,277 | dollars as filed | |
| ARGAN INC | 04010E109 | COM | 297 | $237,169 | dollars as filed | |
| TEXAS PACIFIC LAND CORPORATION COM | 88262P102 | Stock | 534 | $233,700 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 2,925 | $230,549 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 268 | $229,960 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 4,254 | $227,461 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 575 | $226,820 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 202 | $215,110 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 94 | $213,731 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-003030 | this filing | 2026-08-04 | acceptance time not in the bulk data set |