Blue Fin Capital, Inc.

13F filer, CIK 1576102, Warren, RI

Blue Fin Capital, Inc. reported $526,258,137 across 139 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-05. Its ten largest share positions make up 55.15% of the portfolio.

Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001172661-24-004464

Period: 2024-09-30
Reported value: $526M
Holdings: 139
Top 10 weight: 55.15%
New: 4
Sold out: 8

Largest buys vs the previous quarter

Security	Shares change	Approx. value
ARMadded	+14,503	$2.07M
IGSBadded	+35,165	$1.85M
IGIBadded	+33,237	$1.79M
IEIadded	+5,510	$659K
DHIadded	+2,880	$549K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
NVDAreduced	-11,376	-$1.38M
CRMexited	-2,257	-$580K
CVSexited	-8,684	-$513K
SNOWexited	-3,446	-$466K
MRNAexited	-2,819	-$335K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001172661-24-004464, largest first. % of portfolio is the value over $526,258,137, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
NVDANVIDIA CORPORATION	704,851	$85.6M	16.27%	-11,376	Timeline
AAPLAPPLE INC	208,179	$48.5M	9.22%	-702	Timeline
MSFTMICROSOFT CORP	94,164	$40.5M	7.7%	+624	Timeline
AMZNAMAZON COM INC	126,092	$23.5M	4.46%	+1,260	Timeline
METAMETA PLATFORMS INC	40,844	$23.4M	4.44%	+442	Timeline
GOOGLALPHABET INC	109,775	$18.2M	3.46%	+1,866	Timeline
IGSBISHARES TR	286,548	$15.1M	2.87%	+35,165	Timeline
MAMASTERCARD INCORPORATED	25,537	$12.6M	2.4%	+38	Timeline
VVISA INC	43,365	$11.9M	2.27%	-30	Timeline
COSTCOSTCO WHOLESALE CORPORATION	12,320	$10.9M	2.08%	+66	Timeline
LLYELI LILLY & CO	11,071	$9.81M	1.86%	+221	Timeline
UNHUNITEDHEALTH GROUP INC	16,392	$9.58M	1.82%	+199	Timeline
GLDSPDR GOLD TR	37,530	$9.12M	1.73%	+305	Timeline
JPMJPMORGAN CHASE & CO	35,550	$7.5M	1.42%	+116	Timeline
IGIBISHARES TR	139,209	$7.48M	1.42%	+33,237	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	15,611	$7.19M	1.37%	-429	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	10,060	$5.77M	1.1%	-31	Timeline
PFFISHARES TR	165,405	$5.5M	1.04%	+1,065	Timeline
WMTWALMART INC	63,790	$5.15M	0.98%	-2,091	Timeline
HYGISHARES TR	63,946	$5.13M	0.98%	+5,604	Timeline
GOOGALPHABET INC	29,659	$4.96M	0.94%	+147	Timeline
IWVISHARES TR	13,333	$4.36M	0.83%	-148	Timeline
ARMARM HOLDINGS PLC	29,253	$4.18M	0.79%	+14,503	Timeline
LMTLOCKHEED MARTIN CORP	7,109	$4.16M	0.79%	-5	Timeline
IEIISHARES TR	33,086	$3.96M	0.75%	+5,510	Timeline
BLACKROCK INCBLACKROCK INC	4,149	$3.94M	0.75%	+22
SYKSTRYKER CORPORATION	10,883	$3.93M	0.75%	+135	Timeline
BNBROOKFIELD CORP	73,738	$3.92M	0.74%	+195	Timeline
RTXRTX CORPORATION	31,764	$3.85M	0.73%	-33	Timeline
HDHOME DEPOT INC	9,246	$3.75M	0.71%	+327	Timeline
NEENEXTERA ENERGY INC	42,101	$3.56M	0.68%	-613	Timeline
EEMISHARES TR	77,585	$3.56M	0.68%	-1,506	Timeline
MRKMERCK & CO INC	30,750	$3.49M	0.66%	-51	Timeline
AMDADVANCED MICRO DEVICES INC	20,851	$3.42M	0.65%	-52	Timeline
JNKSPDR SERIES TRUST	34,857	$3.41M	0.65%	-320	Timeline
BKLNINVESCO EXCH TRADED FD TR II	160,548	$3.37M	0.64%	-970	Timeline
JNJJOHNSON & JOHNSON	19,154	$3.1M	0.59%	-146	Timeline
CRWDCROWDSTRIKE HLDGS INC	10,838	$3.04M	0.58%	+849	Timeline
TJXTJX COS INC NEW	25,202	$2.96M	0.56%	+98	Timeline
ABBVABBVIE INC	14,742	$2.91M	0.55%	+64	Timeline
DHID R HORTON INC	14,596	$2.78M	0.53%	+2,880	Timeline
BXBLACKSTONE INC	17,132	$2.62M	0.5%	+747	Timeline
ADBEADOBE INC	5,055	$2.62M	0.5%	-296	Timeline
NOCNORTHROP GRUMMAN CORP	4,911	$2.59M	0.49%	+19	Timeline
SHYISHARES TR	28,999	$2.41M	0.46%	+503	Timeline
SPGIS&P GLOBAL INC	4,661	$2.41M	0.46%	+192	Timeline
MCOMOODYS CORP	4,837	$2.3M	0.44%	-9	Timeline
ACNACCENTURE PLC IRELAND	6,314	$2.23M	0.42%	-178	Timeline
MDYSTATE STR SPDR S&P MIDCAP 40	3,509	$2M	0.38%	+340	Timeline
ABTABBOTT LABORATORIES	17,466	$1.99M	0.38%	-26	Timeline
TDGTRANSDIGM GROUP INC	1,286	$1.84M	0.35%	+76	Timeline
PGPROCTER & GAMBLE CO	10,256	$1.78M	0.34%	-130	Timeline
ITOTISHARES TR	14,049	$1.76M	0.34%	+381	Timeline
IVVISHARES TR	3,048	$1.76M	0.33%	-17	Timeline
SCHPSCHWAB STRATEGIC TR	32,554	$1.75M	0.33%	-1,877	Timeline
TIPISHARES TR	15,505	$1.71M	0.33%	-578	Timeline
BACBANK OF AMER CORP	42,104	$1.67M	0.32%	-4,474	Timeline
PEPPEPSICO INC	9,527	$1.62M	0.31%	+20	Timeline
IBBISHARES TR	10,479	$1.53M	0.29%	-37	Timeline
AMGNAMGEN INC	4,711	$1.52M	0.29%	-113	Timeline
ABALLIANCEBERNSTEIN HLDG L P	42,116	$1.47M	0.28%	+1,425	Timeline
SHWSHERWIN WILLIAMS CO	3,695	$1.41M	0.27%	+449	Timeline
SPSMSPDR SERIES TRUST	30,803	$1.4M	0.27%	+4,894	Timeline
QQQINVESCO QQQ TR	2,840	$1.39M	0.26%	-130	Timeline
KOCOCA COLA CO	19,081	$1.37M	0.26%	-874	Timeline
MCDMCDONALDS CORP	4,367	$1.33M	0.25%	-261	Timeline
CLCOLGATE PALMOLIVE CO	12,376	$1.28M	0.24%	-147	Timeline
FLOTISHARES TR	24,982	$1.28M	0.24%	+2,666	Timeline
SDYSPDR SERIES TRUST	8,961	$1.27M	0.24%	-83	Timeline
IGVISHARES TR	14,175	$1.27M	0.24%	-70	Timeline
AGGISHARES TR	12,329	$1.25M	0.24%	+33	Timeline
CVXCHEVRON CORPORATION	7,758	$1.14M	0.22%	-37	Timeline
IEFAISHARES TR	14,492	$1.13M	0.21%	+494	Timeline
BAMBROOKFIELD ASSET MANAGMT LTD	23,793	$1.13M	0.21%	+165	Timeline
SOSOUTHERN CO	11,505	$1.04M	0.2%	-143	Timeline
IEMGISHARES INC	16,759	$962K	0.18%	+1,100	Timeline
QCOMQUALCOMM INC	5,595	$951K	0.18%	+7	Timeline
NFLXNETFLIX INC.	1,309	$928K	0.18%	-451	Timeline
XLKSELECT SECTOR SPDR TR	4,067	$918K	0.17%	+11	Timeline
EEMAISHARES INC	11,440	$896K	0.17%	-1,891	Timeline
BSXBOSTON SCIENTIFIC CORP	10,413	$873K	0.17%	+406	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	14,951	$861K	0.16%	+3,544	Timeline
ADPAUTOMATIC DATA PROCESSING IN	3,091	$855K	0.16%	-22	Timeline
VGTVANGUARD WORLD FD	1,335	$783K	0.15%	+24	Timeline
AIAISHARES TR	10,732	$776K	0.15%	-277	Timeline
IAUISHARES GOLD TR	15,508	$771K	0.15%	0	Timeline
PFEPFIZER INC	24,923	$721K	0.14%	-2,131	Timeline
ISRGINTUITIVE SURGICAL INC	1,406	$691K	0.13%	+60	Timeline
PCYINVESCO EXCH TRADED FD TR II	27,362	$588K	0.11%	-1,357	Timeline
PSAPUBLIC STORAGE	1,594	$580K	0.11%	0	Timeline
EMBISHARES TR	5,866	$549K	0.1%	-148	Timeline
ENBENBRIDGE INC	13,282	$539K	0.1%	+215	Timeline
CSCOCISCO SYS INC	10,056	$535K	0.1%	-9	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	853	$528K	0.1%	+86	Timeline
VTIVANGUARD INDEX FDS	1,812	$513K	0.1%	0	Timeline
DUKDUKE ENERGY CORP NEW	4,301	$496K	0.09%	0	Timeline
AXPAMERICAN EXPRESS CO	1,824	$495K	0.09%	0	Timeline
VYMVANGUARD WHITEHALL FDS	3,593	$461K	0.09%	0	Timeline
AVGOBROADCOM INC	2,665	$460K	0.09%	+2,474	Timeline
XOMEXXON MOBIL CORP	3,804	$446K	0.08%	-113	Timeline
EFAISHARES TR	5,108	$427K	0.08%	-139	Timeline
BNDVANGUARD BD INDEX FDS	5,631	$423K	0.08%	-32	Timeline
LOWLOWES COS INC	1,553	$421K	0.08%	0	Timeline
OREALTY INCOME CORP	6,630	$420K	0.08%	0	Timeline
XLCSELECT SECTOR SPDR TR	4,594	$415K	0.08%	0	Timeline
PRFINVESCO EXCHANGE TRADED FD T	10,186	$414K	0.08%	0	Timeline
MUMICRON TECHNOLOGY INC	3,977	$412K	0.08%	-452	Timeline
XLRESELECT SECTOR SPDR TR	9,172	$410K	0.08%	+1,591	Timeline
PANWPALO ALTO NETWORKS INC	1,162	$397K	0.08%	+78	Timeline
SRLNSSGA ACTIVE ETF TR	9,404	$393K	0.07%	0	Timeline
ESEVERSOURCE ENERGY	5,681	$387K	0.07%	0	Timeline
DDOMINION ENERGY INC	6,625	$383K	0.07%	-39	Timeline
BMYBRISTOL-MYERS SQUIBB CO	7,306	$378K	0.07%	0	Timeline
ORCLORACLE CORP	2,206	$376K	0.07%	0	Timeline
IYWISHARES TR	2,476	$375K	0.07%	0	Timeline
TXTTEXTRON INC	4,188	$371K	0.07%	-12	Timeline
IWFISHARES TR	969	$364K	0.07%	0	Timeline
LHXL3HARRIS TECHNOLOGIES INC	1,483	$353K	0.07%	-14	Timeline
DISDISNEY WALT CO	3,455	$332K	0.06%	-680	Timeline
MSMORGAN STANLEY	2,965	$309K	0.06%	0	Timeline
ITWILLINOIS TOOL WKS INC	1,176	$308K	0.06%	0	Timeline
VOXVANGUARD WORLD FD	2,111	$307K	0.06%	-76	Timeline
DEDEERE & CO	732	$305K	0.06%	-52	Timeline
STTSTATE STR CORP	3,339	$295K	0.06%	0	Timeline
BBHVANECK ETF TRUST	1,623	$288K	0.05%	0	Timeline
ASMLASML HLDG NV	341	$284K	0.05%	+24	Timeline
WELLWELLTOWER INC	2,210	$283K	0.05%	0	Timeline
KLACKLA CORP	362	$280K	0.05%	-22	Timeline
VCRVANGUARD WORLD FD	768	$262K	0.05%	+11	Timeline
AREALEXANDRIA REAL ESTATE EQ IN	2,181	$259K	0.05%	0	Timeline
NVSNOVARTIS AG	2,220	$255K	0.05%	-109	Timeline
XLBSELECT SECTOR SPDR TR	2,636	$254K	0.05%	+109	Timeline
EPDENTERPRISE PRODS PARTNERS L	8,632	$251K	0.05%	0	Timeline
YUMYUM BRANDS INC	1,768	$247K	0.05%	-8	Timeline
DIASTATE STR SPDR DOW JONES IND	552	$234K	0.04%	-13	Timeline
XLVSELECT SECTOR SPDR TR	1,471	$227K	0.04%	new	Timeline
AEPAMERICAN ELEC PWR CO INC	2,114	$217K	0.04%	new	Timeline
GGGGRACO INC	2,400	$210K	0.04%	new	Timeline
WSOWATSCO INC	422	$208K	0.04%	new	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
CRMSALESFORCE INC	2,257	$580K	shares
CVSCVS HEALTH CORP	8,684	$513K	shares
SNOWSNOWFLAKE INC	3,446	$466K	shares
MRNAMODERNA INC	2,819	$335K	shares
ABNBAIRBNB INC	1,691	$256K	shares
EWEDWARDS LIFESCIENCES CORP	2,576	$238K	shares
AMATAPPLIED MATLS INC	906	$214K	shares
RYNRAYONIER INC	7,033	$205K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-24-004464	base		2024-11-05	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC