Blue Fin Capital, Inc. holds a focused book of 164 reported positions worth $691.8M as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Intel Corp and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 16% of the reported non-option book. Cloning the disclosed picks since 2014 would be +247% (+10.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 31.2 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 each quarter's actual reporting lag, ~35 days for the latest filing, with 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
+4 sectors below the cut, 1% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Blue Fin Capital, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 10 / 80 | $162.3M |
| Uhlmann Price Securities, LLC | 40 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Oakmont Corp | 17 / 80 | $447.1M |
| Ardent Capital Management, Inc. | 20 / 80 | $210.5M |
| Claar Advisors LLC | 8 / 80 | $268.0M |
| Draper Asset Management, LLC | 9 / 80 | $167.6M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 9 / 80 | $393.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Blue Fin Capital, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $111.6M | 557.8K | 16.1% | ▼−2.0% Reduced · −11K sh | |
| 2 | Apple Inc COM | $55.6M | 192.3K | 8.0% | ▲+0.4% Added · +717 sh | |
| 3 | Alphabet Inc CAP STK CL A | $41.3M | 115.4K | 6.0% | ▲+13% Added · +13K sh | |
| 4 | Microsoft Corp COM | $34.6M | 92.8K | 5.0% | ▼−0.8% Reduced · −727 sh | |
| 5 | Amazon Com Inc COM | $29.2M | 122.3K | 4.2% | ▲+1.8% Added · +2K sh | |
| 6 | Ishares TR ISHS 1-5YR INVS | $24.6M | 469.4K | 3.6% | ▲+6.6% Added · +29K sh | |
| 7 | Meta Platforms Inc CL A | $21.4M | 38.0K | 3.1% | ▼−3.8% Reduced · −1K sh | |
| 8 | Broadcom Inc COM | $15.2M | 40.3K | 2.2% | ▲+9.3% Added · +3K sh | |
| 9 | SPDR Gold TR GOLD SHS | $14.8M | 40.3K | 2.1% | ▼−0.3% Reduced · −129 sh | |
| 10 | Ishares TR ISHS 5-10YR INVT | $14.7M | 277.0K | 2.1% | ▲+8.1% Added · +21K sh | |
| 11 | Visa Inc COM CL A | $13.4M | 39.0K | 1.9% | ▲+2.6% Added · +987 sh | |
| 12 | Advanced Micro Devices Inc COM | $13.0M | 22.3K | 1.9% | ▼−0.1% Reduced · −23 sh | |
| 13 | Eli Lilly & Co COM | $12.0M | 10.0K | 1.7% | ▼−0.6% Reduced · −57 sh | |
| 14 | JPMorgan Chase & Co COM | $11.6M | 35.6K | 1.7% | ▲+0.3% Added · +119 sh | |
| 15 | Costco Wholesale Corporation COM | $11.5M | 12.3K | 1.7% | ▲+1.6% Added · +200 sh | |
| 16 | Mastercard Incorporated CL A | $11.3M | 22.0K | 1.6% | ▼−1.1% Reduced · −249 sh | |
| 17 | Crowdstrike Hldgs Inc CL A | $10.0M | 13.1K | 1.4% | ▲+2.6% Added · +335 sh | |
| 18 | Alphabet Inc CAP STK CL C | $9.7M | 27.3K | 1.4% | ▼−0.1% Reduced · −41 sh | |
| 19 | Ishares TR IBOXX HI YD ETF | $8.6M | 107.4K | 1.2% | ▲+2.7% Added · +3K sh | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $8.3M | 11.1K | 1.2% | ▼−5.9% Reduced · −692 sh | |
| 21 | Arm Holdings PLC SPONSORED ADS | $7.2M | 20.4K | 1.0% | ▼−0.5% Reduced · −111 sh | |
| 22 | Unitedhealth Group Inc COM | $6.8M | 16.3K | 1.0% | ▲+0.5% Added · +83 sh | |
| 23 | Berkshire Hathaway Inc Del CL B NEW | $6.7M | 13.3K | 1.0% | ▼−5.3% Reduced · −752 sh | |
| 24 | Walmart Inc COM | $6.2M | 55.0K | 0.9% | ▼−0.6% Reduced · −305 sh | |
| 25 | Ishares TR 3 7 YR TREAS BD | $6.2M | 52.6K | 0.9% | ▲+2.3% Added · +1K sh | |
| 26 | Ishares TR CORE S&P TTL STK | $6.0M | 36.8K | 0.9% | ▲+8.0% Added · +3K sh | |
| 27 | Ishares TR PFD AND INCM SEC | $6.0M | 197.4K | 0.9% | ▲+0.7% Added · +1K sh | |
| 28 | RTX Corporation COM | $5.9M | 30.8K | 0.8% | ▼−0.4% Reduced · −118 sh | |
| 29 | Johnson & Johnson COM | $5.3M | 20.7K | 0.8% | ▼−1.0% Reduced · −209 sh | |
| 30 | Ishares TR RUSSELL 3000 ETF | $5.1M | 11.9K | 0.7% | ▼−2.4% Reduced · −297 sh | |
| 31 | TJX Cos Inc New COM | $4.6M | 30.0K | 0.7% | ▲+3.8% Added · +1K sh | |
| 32 | Abbvie Inc COM | $4.3M | 17.1K | 0.6% | ▲+4.0% Added · +659 sh | |
| 33 | Ishares TR 1 3 YR TREAS BD | $4.2M | 51.1K | 0.6% | ▲+1.7% Added · +867 sh | |
| 34 | Brookfield Corp CL A LTD VT SH | $4.1M | 97.0K | 0.6% | ▼−0.1% Reduced · −97 sh | |
| 35 | BlackRock Inc COM | $4.1M | 4.3K | 0.6% | ▲+0.3% Added · +14 sh | |
| 36 | Home Depot Inc COM | $4.0M | 11.4K | 0.6% | ▲+0.7% Added · +77 sh | |
| 37 | NextEra Energy Inc COM | $3.9M | 44.3K | 0.6% | ▼−0.3% Reduced · −115 sh | |
| 38 | Ishares TR MSCI EMG MKT ETF | $3.8M | 56.2K | 0.6% | ▼−0.5% Reduced · −263 sh | |
| 39 | Ishares TR CORE MSCI EAFE | $3.8M | 38.9K | 0.5% | ▲+7.8% Added · +3K sh | |
| 40 | Ishares Inc CORE MSCI EMKT | $3.6M | 44.0K | 0.5% | ▲+5.3% Added · +2K sh | |
| 41 | Lockheed Martin Corp COM | $3.6M | 7.0K | 0.5% | ▼−0.3% Reduced · −23 sh | |
| 42 | Invesco Exch Traded FD TR II SR LN ETF | $3.5M | 172.6K | 0.5% | ▼−0.3% Reduced · −503 sh | |
| 43 | Merck & Co Inc COM | $3.4M | 26.7K | 0.5% | ▲+0.4% Added · +110 sh | |
| 44 | Stryker Corporation COM | $3.4M | 10.8K | 0.5% | ▲+5.4% Added · +552 sh | |
| 45 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $3.2M | 4.5K | 0.5% | ▲+6.9% Added · +290 sh | |
| 46 | Amgen Inc COM | $2.7M | 7.3K | 0.4% | ▼−0.1% Reduced · −6 sh | |
| 47 | SPDR Series Trust ST BLOO HIGH ETF | $2.6M | 27.1K | 0.4% | ▼−0.6% Reduced · −153 sh | |
| 48 | D R Horton Inc COM | $2.5M | 15.6K | 0.4% | ▲+1.4% Added · +215 sh | |
| 49 | Blackstone Inc COM | $2.5M | 21.6K | 0.4% | ▲+0.8% Added · +167 sh | |
| 50 | Vaneck ETF Trust SEMICONDUCTR ETF | $2.5M | 3.8K | 0.4% | ▲+3.7% Added · +135 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 4, 2026 | 35d | 164 | $691.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 28, 2026 | 58d | 150 | $609.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 23d | 153 | $644.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 21, 2025 | 52d | 147 | $636.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 144 | $587.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Nov 21, 2025 | 235d | 138 | $515.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 18, 2025 | 49d | 137 | $542.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 5, 2024 | 36d | 139 | $526.3M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 31, 2024 | 31d | 143 | $500.8M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 44d | 139 | $448.5M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 37d | 139 | $389.6M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 19, 2023 | 19d | 128 | $342.5M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 31, 2023 | 31d | 131 | $350.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 12, 2023 | 42d | 129 | $309.5M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 23, 2023 | 23d | 128 | $273.0M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 4, 2022 | 35d | 124 | $264.7M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 8, 2022 | 39d | 132 | $282.4M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 12, 2022 | 12d | 133 | $345.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 19, 2022 | 19d | 132 | $361.1M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 25, 2021 | 25d | 127 | $327.6M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 19, 2021 | 19d | 125 | $324.6M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 5, 2021 | 35d | 120 | $291.8M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 28, 2021 | 28d | 113 | $279.4M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 28, 2020 | 28d | 113 | $247.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.