Blue Fin Capital, Inc. holds a focused book of 150 stocks worth $609.6M as of Q1 2026 (disclosed May 28, 2026, a ~45-day 13F lag). This quarter they opened Waste Management Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 16% of the equity book. Cloning the disclosed picks since 2014 would be +244% (+10.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1576102/holdings"
Use Arkolith to show Blue Fin Capital, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 13.1 points over this window.
Growth of $10,000 cloning Blue Fin Capital, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
80% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Blue Fin Capital, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $833.2B |
| MORGAN STANLEY | 80 / 80 | $639.3B |
| JPMORGAN CHASE & CO | 80 / 80 | $585.4B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $430.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $185.8B |
| ROYAL BANK OF CANADA | 80 / 80 | $177.1B |
| UBS Group AG | 80 / 80 | $171.6B |
| PNC FINANCIAL SERVICES GROUP, INC. | 80 / 80 | $94.0B |
Ranked by how many of Blue Fin Capital, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $99.3M | 569.2K | 16.3% | ▼−1.2% Reduced · −7K sh | |
| 2 | Apple Inc COM | $48.6M | 191.6K | 8.0% | ▼−1.9% Reduced · −4K sh | |
| 3 | Microsoft Corp COM | $34.6M | 93.5K | 5.7% | ▼−0.8% Reduced · −764 sh | |
| 4 | Alphabet Inc CAP STK CL A | $29.4M | 102.2K | 4.8% | ▼−2.1% Reduced · −2K sh | |
| 5 | Amazon Com Inc COM | $25.0M | 120.2K | 4.1% | ▼−1.4% Reduced · −2K sh | |
| 6 | Ishares TR ISHS 1-5YR INVS | $23.1M | 440.3K | 3.8% | ▲+8.3% Added · +34K sh | |
| 7 | Meta Platforms Inc CL A | $22.6M | 39.5K | 3.7% | ▼−1.1% Reduced · −462 sh | |
| 8 | SPDR Gold TR GOLD SHS | $17.4M | 40.4K | 2.9% | ▼−0.5% Reduced · −197 sh | |
| 9 | Ishares TR ISHS 5-10YR INVT | $13.6M | 256.3K | 2.2% | ▲+9.2% Added · +22K sh | |
| 10 | Costco Wholesale Corporation COM | $12.1M | 12.1K | 2.0% | ▲+0.7% Added · +85 sh | |
| 11 | Visa Inc COM CL A | $11.5M | 38.0K | 1.9% | ▼−4.8% Reduced · −2K sh | |
| 12 | Broadcom Inc COM | $11.4M | 36.9K | 1.9% | ▲+6.1% Added · +2K sh | |
| 13 | Mastercard Incorporated CL A | $11.1M | 22.2K | 1.8% | ▼−5.0% Reduced · −1K sh | |
| 14 | JPMorgan Chase & Co COM | $10.4M | 35.5K | 1.7% | ▼−0.3% Reduced · −115 sh | |
| 15 | Eli Lilly & Co COM | $9.3M | 10.1K | 1.5% | ▼−5.2% Reduced · −553 sh | |
| 16 | Ishares TR IBOXX HI YD ETF | $8.3M | 104.6K | 1.4% | ▲+4.0% Added · +4K sh | |
| 17 | Alphabet Inc CAP STK CL C | $7.9M | 27.4K | 1.3% | ▼−0.3% Reduced · −90 sh | |
| 18 | State STR SPDR S&P 500 ETF T TR UNIT | $7.7M | 11.8K | 1.3% | ▲+0.5% Added · +58 sh | |
| 19 | Walmart Inc COM | $6.9M | 55.3K | 1.1% | ▼−5.0% Reduced · −3K sh | |
| 20 | Berkshire Hathaway Inc Del CL B NEW | $6.7M | 14.1K | 1.1% | ▼−0.5% Reduced · −73 sh | |
| 21 | Ishares TR 3 7 YR TREAS BD | $6.1M | 51.4K | 1.0% | ▲+14% Added · +6K sh | |
| 22 | RTX Corporation COM | $6.0M | 31.0K | 1.0% | ▼−0.3% Reduced · −101 sh | |
| 23 | Ishares TR PFD AND INCM SEC | $5.9M | 196.1K | 1.0% | ▲+7.2% Added · +13K sh | |
| 24 | Johnson & Johnson COM | $5.1M | 20.9K | 0.8% | ▲+0.6% Added · +130 sh | |
| 25 | Crowdstrike Hldgs Inc CL A | $5.0M | 12.7K | 0.8% | ▲+4.0% Added · +486 sh | |
| 26 | Ishares TR CORE S&P TTL STK | $4.9M | 34.1K | 0.8% | ▲+17% Added · +5K sh | |
| 27 | TJX Cos Inc New COM | $4.6M | 28.9K | 0.8% | ▲+0.9% Added · +252 sh | |
| 28 | Advanced Micro Devices Inc COM | $4.5M | 22.4K | 0.7% | ▲+0.4% Added · +82 sh | |
| 29 | Ishares TR RUSSELL 3000 ETF | $4.5M | 12.2K | 0.7% | ▼−0.1% Reduced · −18 sh | |
| 30 | Unitedhealth Group Inc COM | $4.4M | 16.2K | 0.7% | ▲+0.3% Added · +47 sh | |
| 31 | Lockheed Martin Corp COM | $4.3M | 7.0K | 0.7% | ▲+2.4% Added · +163 sh | |
| 32 | Ishares TR 1 3 YR TREAS BD | $4.1M | 50.2K | 0.7% | ▲+45% Added · +16K sh | |
| 33 | NextEra Energy Inc COM | $4.1M | 44.4K | 0.7% | ▲+2.1% Added · +926 sh | |
| 34 | BlackRock Inc COM | $4.1M | 4.3K | 0.7% | ▲+3.0% Added · +125 sh | |
| 35 | Brookfield Corp CL A LTD VT SH | $3.9M | 97.1K | 0.6% | ▼−5.9% Reduced · −6K sh | |
| 36 | Home Depot Inc COM | $3.7M | 11.3K | 0.6% | ▲+4.3% Added · +466 sh | |
| 37 | Abbvie Inc COM | $3.6M | 16.4K | 0.6% | ▲+0.9% Added · +147 sh | |
| 38 | Invesco Exch Traded FD TR II SR LN ETF | $3.5M | 173.1K | 0.6% | ▲+4.7% Added · +8K sh | |
| 39 | Stryker Corporation COM | $3.4M | 10.2K | 0.6% | ▼−0.2% Reduced · −19 sh | |
| 40 | Ishares TR CORE MSCI EAFE | $3.3M | 36.1K | 0.5% | ▲+27% Added · +8K sh | |
| 41 | Ishares TR MSCI EMG MKT ETF | $3.2M | 56.5K | 0.5% | ▼−8.8% Reduced · −5K sh | |
| 42 | Merck & Co Inc COM | $3.2M | 26.6K | 0.5% | ▼−7.3% Reduced · −2K sh | |
| 43 | Northrop Grumman Corp COM | $3.2M | 4.7K | 0.5% | ▲+1.5% Added · +71 sh | |
| 44 | Arm Holdings PLC SPONSORED ADS | $3.1M | 20.5K | 0.5% | ▼−9.9% Reduced · −2K sh | |
| 45 | Ishares Inc CORE MSCI EMKT | $2.9M | 41.8K | 0.5% | ▲+54% Added · +15K sh | |
| 46 | SPDR Series Trust STATE STREET SPD | $2.6M | 27.2K | 0.4% | ▼−1.0% Reduced · −288 sh | |
| 47 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $2.6M | 4.2K | 0.4% | ▲+14% Added · +502 sh | |
| 48 | Amgen Inc COM | $2.6M | 7.3K | 0.4% | ▼−1.4% Reduced · −106 sh | |
| 49 | Blackstone Inc COM | $2.5M | 21.4K | 0.4% | ▲+6.0% Added · +1K sh | |
| 50 | S&P Global Inc COM | $2.4M | 5.7K | 0.4% | ▲+7.5% Added · +400 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 28, 2026 | 150 | $609.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 153 | $644.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 21, 2025 | 147 | $636.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 144 | $587.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Nov 21, 2025 | 138 | $515.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 18, 2025 | 137 | $542.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 139 | $526.3M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 31, 2024 | 143 | $500.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 139 | $448.5M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 139 | $389.6M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 19, 2023 | 128 | $342.5M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 31, 2023 | 131 | $350.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 129 | $309.5M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 23, 2023 | 128 | $273.0M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 4, 2022 | 124 | $264.7M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 8, 2022 | 132 | $282.4M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 12, 2022 | 133 | $345.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 19, 2022 | 132 | $361.1M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 25, 2021 | 127 | $327.6M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 19, 2021 | 125 | $324.6M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 5, 2021 | 120 | $291.8M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 28, 2021 | 113 | $279.4M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 28, 2020 | 113 | $247.2M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 10, 2020 | 118 | $225.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.