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Size ($ in 1000's)
At 12/31/2023: $389,626
At 09/30/2023: $342,452
Blue Fin Capital Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Blue Fin Capital Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Blue Fin Capital Inc. top holdings by largest position size, as per the latest 13f filing made by Blue Fin Capital Inc..
In the Blue Fin Capital Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Blue Fin Capital Inc. in that top holding, then the share count change between reporting periods, and finally the Blue Fin Capital Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| APPLE INC |
207,366 |
-1,497 |
$39,924 | | AAPL | 207,366 | -1,497 | $39,924 | | NVIDIA CORPORATION |
78,332 |
+303 |
$38,792 | | NVDA | 78,332 | +303 | $38,792 | | MICROSOFT CORP |
88,407 |
+5,865 |
$33,245 | | MSFT | 88,407 | +5,865 | $33,245 | | AMAZON COM INC |
123,806 |
+3,188 |
$18,811 | | AMZN | 123,806 | +3,188 | $18,811 | | ALPHABET INC |
105,469 |
-192 |
$14,733 | | GOOGL | 105,469 | -192 | $14,733 | | META PLATFORMS INC |
38,559 |
+2,019 |
$13,648 | | META | 38,559 | +2,019 | $13,648 | | VISA INC |
43,295 |
+2,225 |
$11,272 | | V | 43,295 | +2,225 | $11,272 | | MASTERCARD INCORPORATED |
25,482 |
-4 |
$10,868 | | MA | 25,482 | -4 | $10,868 | | ISHARES TR (IGSB) |
196,576 |
+23,431 |
$10,079 | | IGSB | 196,576 | +23,431 | $10,079 | | UNITEDHEALTH GROUP INC |
15,295 |
+434 |
$8,052 | | UNH | 15,295 | +434 | $8,052 | | COSTCO WHSL CORP NEW |
11,598 |
+148 |
$7,656 | | COST | 11,598 | +148 | $7,656 | | SPDR GOLD TR (GLD) |
36,100 |
-2,279 |
$6,901 | | GLD | 36,100 | -2,279 | $6,901 | | JPMORGAN CHASE & CO |
35,727 |
-864 |
$6,077 | | JPM | 35,727 | -864 | $6,077 | | ELI LILLY & CO |
10,215 |
+314 |
$5,955 | | LLY | 10,215 | +314 | $5,955 |  BERKSHIRE HATHAWAY INC DEL |
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$5,403 | | BRK.B | 15,148 | -268 | $5,403 | | ADOBE INC |
8,659 |
+356 |
$5,166 | | ADBE | 8,659 | +356 | $5,166 | | ISHARES TR (PFF) |
162,336 |
+76,323 |
$5,063 | | PFF | 162,336 | +76,323 | $5,063 | | SPDR S&P 500 ETF TR (SPY) |
10,160 |
-32 |
$4,829 | | SPY | 10,160 | -32 | $4,829 | | ALPHABET INC |
30,633 |
+480 |
$4,317 | | GOOG | 30,633 | +480 | $4,317 | | ISHARES TR (HYG) |
49,447 |
-32,332 |
$3,827 | | HYG | 49,447 | -32,332 | $3,827 | | ISHARES TR (IWV) |
13,681 |
-109 |
$3,745 | | IWV | 13,681 | -109 | $3,745 | | WALMART INC |
22,641 |
-750 |
$3,570 | | WMT | 22,641 | -750 | $3,570 | | ISHARES TR (EEM) |
84,991 |
+20,881 |
$3,417 | | EEM | 84,991 | +20,881 | $3,417 | | MERCK & CO INC |
31,288 |
-167 |
$3,411 | | MRK | 31,288 | -167 | $3,411 | | INVESCO EXCH TRADED FD TR II (BKLN) |
158,281 |
+17,024 |
$3,352 | | BKLN | 158,281 | +17,024 | $3,352 | | SPDR SER TR (JNK) |
35,267 |
+26,350 |
$3,341 | | JNK | 35,267 | +26,350 | $3,341 | | BLACKROCK INC |
4,094 |
-151 |
$3,324 | | BLK | 4,094 | -151 | $3,324 | | ISHARES TR (IGIB) |
62,406 |
+13,261 |
$3,245 | | IGIB | 62,406 | +13,261 | $3,245 | | LOCKHEED MARTIN CORP |
7,007 |
-201 |
$3,176 | | LMT | 7,007 | -201 | $3,176 | | JOHNSON & JOHNSON |
19,425 |
-1,261 |
$3,045 | | JNJ | 19,425 | -1,261 | $3,045 | | HOME DEPOT INC |
8,691 |
-502 |
$3,012 | | HD | 8,691 | -502 | $3,012 | | STRYKER CORPORATION |
9,598 |
+185 |
$2,874 | | SYK | 9,598 | +185 | $2,874 | | BROOKFIELD CORP |
70,825 |
-1,473 |
$2,841 | | BN | 70,825 | -1,473 | $2,841 | | RTX CORPORATION |
31,603 |
-1,938 |
$2,659 | | RTX | 31,603 | -1,938 | $2,659 | | NEXTERA ENERGY INC |
40,854 |
+1,900 |
$2,481 | | NEE | 40,854 | +1,900 | $2,481 | | ISHARES TR (IEI) |
19,653 |
+5,903 |
$2,302 | | IEI | 19,653 | +5,903 | $2,302 | | TJX COS INC NEW |
23,924 |
+554 |
$2,244 | | TJX | 23,924 | +554 | $2,244 | | ABBVIE INC |
14,465 |
+99 |
$2,242 | | ABBV | 14,465 | +99 | $2,242 | | ACCENTURE PLC IRELAND |
6,361 |
-20 |
$2,232 | | ACN | 6,361 | -20 | $2,232 | | ADVANCED MICRO DEVICES INC |
14,898 |
+566 |
$2,196 | | AMD | 14,898 | +566 | $2,196 | | NORTHROP GRUMMAN CORP |
4,649 |
+81 |
$2,176 | | NOC | 4,649 | +81 | $2,176 | | SCHWAB STRATEGIC TR |
38,821 |
+10,369 |
$2,026 | | SCHP | 38,821 | +10,369 | $2,026 | | ISHARES TR (SHY) |
24,009 |
+465 |
$1,970 | | SHY | 24,009 | +465 | $1,970 | | ABBOTT LABS |
17,844 |
-534 |
$1,964 | | ABT | 17,844 | -534 | $1,964 | | CROWDSTRIKE HLDGS INC |
7,636 |
-221 |
$1,950 | | CRWD | 7,636 | -221 | $1,950 | | ISHARES TR (TIP) |
18,018 |
-6,626 |
$1,937 | | TIP | 18,018 | -6,626 | $1,937 | | BLACKSTONE INC |
14,784 |
-713 |
$1,936 | | BX | 14,784 | -713 | $1,936 | | MOODYS CORP |
4,757 |
-7 |
$1,858 | | MCO | 4,757 | -7 | $1,858 | | BANK AMERICA CORP |
54,679 |
-2,229 |
$1,841 | | BAC | 54,679 | -2,229 | $1,841 | | S&P GLOBAL INC |
4,164 |
-95 |
$1,835 | | SPGI | 4,164 | -95 | $1,835 |
See Full List: All Stocks Held By Blue Fin Capital Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Blue Fin Capital Inc.
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