Blue Fin Capital, Inc.
SEC Form 13F institutional filer · CIK 0001576102
13F-HR · 106 reported holdings · 2026-03-31
Reported long-US-equity value
$0.51B
Top-10 concentration
61.0%
Blue Fin Capital, Inc. — $507M AUM allocation strategy
Blue Fin Capital, Inc. files SEC Form 13F and reports $507M of long US equity value across 106 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 38.3%, followed by Communication Services 11.8% and Financials 10.5%.
The top 10 holdings account for 61% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Blue Fin Capital, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$507M
total across 106 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
61% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +27.1K sh · +$2.29M+$IVZ +7.69K sh · +$45.6K+$BLK +4.02K sh · −$111K
Biggest trims (shares)
−$NVDA −6.85K sh · −$8.16M−$SCHW −3.87K sh · −$95.7K−$AAPL −3.64K sh · −$4.45M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors21.9%—
- Interactive Media & Services11.8%—
- Technology Hardware, Storage & Peripherals9.6%—
- Systems Software6.8%—
- Broadline Retail4.9%—
- Transaction & Payment Processing Services4.5%—
- Consumer Staples Merchandise Retail3.7%—
- Pharmaceuticals2.9%—
- Other holdings34.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 569K | $99.3M | -6.85K | 19.6% |
| $AAPL | Apple Inc | 192K | $48.6M | -3.64K | 9.6% |
| $MSFT | Microsoft Corporation | 93.5K | $34.6M | -764 | 6.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 102K | $29.4M | -2.17K | 5.8% |
| $AMZN | Amazon.com Inc | 120K | $25M | -1.71K | 4.9% |
| $META | Meta Platforms Inc | 39.5K | $22.6M | -462 | 4.5% |
| $BLK | BlackRock Inc | 119K | $13.4M | +4.02K | 2.7% |
| $COST | Costco Wholesale Corporation | 12.1K | $12.1M | +85 | 2.4% |
| $V | Visa Inc | 38K | $11.5M | -1.92K | 2.3% |
…and 97 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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