Blue Fin Capital, Inc.
CIK: 1576102SEC EDGAR →
Portfolio Value
$106.3B
Holdings
150
As of
Q1 2026
New Positions
150
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 440,329 | $23.1B | 21.78% |
| 2 | ISHARES TR | 256,274 | $13.6B | 12.84% |
| 3 | ISHARES TR | 104,555 | $8.3B | 7.83% |
| 4 | ISHARES TR | 196,083 | $5.9B | 5.60% |
| 5 | ISHARES TR | 50,218 | $4.1B | 3.90% |
| 6 | NEXTERA ENERGY INC | 44,367 | $4.1B | 3.88% |
| 7 | BROOKFIELD CORP | 97,107 | $3.9B | 3.70% |
| 8 | INVESCO EXCH TRADED FD TR II | 173,088 | $3.5B | 3.32% |
| 9 | ISHARES TR | 36,083 | $3.3B | 3.07% |
| 10 | ISHARES TR | 56,505 | $3.2B | 3.02% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 60 | $86.4B | 81.3% |
| Utilities | 7 | $6.0B | 5.6% |
| Unknown | 7 | $4.5B | 4.2% |
| Consumer Defensive | 6 | $2.2B | 2.1% |
| Healthcare | 14 | $1.9B | 1.8% |
| Communication Services | 5 | $1.5B | 1.4% |
| Energy | 6 | $1.2B | 1.2% |
| Technology | 19 | $1.2B | 1.1% |
| Industrials | 14 | $543.8M | 0.5% |
| Real Estate | 3 | $382.4M | 0.4% |
| Consumer Cyclical | 8 | $362.3M | 0.3% |
| Basic Materials | 1 | $1.3M | 0.0% |