Fund Holdings — BLUEFIN CAPITAL MANAGEMENT, LLC

Total Portfolio Value
$103.19M
Total Bought
$40.40M
Total Sold
$300.52M
Net Transaction
-$260.12M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EA SERIES TRUST
ALPHA ARCH 1-3
090,000+90,000010,46610.14%+10,466
SPDR SERIES TRUST
ST STR CONV ETF
0104,719+104,71909,5849.29%+9,584
PLAINS ALL AMERN PIPELINE L(PAA)092,100+92,10002,0571.99%+2,057
CITIGROUP INC(C)017,200+17,20001,9511.89%+1,951
CALIFORNIA RES CORP(CRC)023,300+23,30001,6131.56%+1,613
RIOT PLATFORMS INC(RIOT)00001,6061.56%+1,606
ISHARES TR049,167+49,16701,4911.44%+1,491
WENDYS CO(WEN)00001,3461.30%+1,346
UNITEDHEALTH GROUP INC(UNH)00001,2651.23%+1,265
DISNEY WALT CO(DIS)4,4000-4,4005011,7441.69%+1,244
INTERNATIONAL BUSINESS MACHS(IBM)1,0005,975+4,9752961,4481.40%+1,152
CORE SCIENTIFIC INC NEW(CORZ)163,396272,439+109,0431,3822,3812.31%+999
RIO TINTO PLC(RIO)010,300+10,30009610.93%+961
MICRON TECHNOLOGY INC(MU)02,681+2,68109060.88%+906
ATKORE INC014,702+14,70208660.84%+866
INTEGER HLDGS CORP(ITGR)08,342+8,34207340.71%+734
JETBLUE AIRWAYS CORP(JBLU)0160,000+160,00007070.69%+707
CIRCLE INTERNET GROUP INC(CRCL)07,095+7,09506770.66%+677
VANECK ETF TRUST
GOLD MINERS ETF
00005140.50%+514
MERCK & CO INC(MRK)04,000+4,00004810.47%+481
BILL HOLDINGS INC011,398+11,39804370.42%+437
GOLD FIELDS LTD(GFI)09,000+9,00004090.40%+409
BRIGHTHOUSE FINL INC(BHF)06,599+6,59903950.38%+395
ROCKET LAB CORP(RKLB)06,000+6,00003850.37%+385
AES CORP(AES)00003690.36%+369
AST SPACEMOBILE INC(ASTS)04,400+4,40003650.35%+365
VERSANT MEDIA GROUP INC(VSNT)09,673+9,67303580.35%+358
SANDISK CORP(SNDK)0562+56203570.35%+357
VANECK ETF TRUST
JUNIOR GOLD MINE
5,0000-5,0005699240.90%+355
SPDR GOLD TR(GLD)12,2002,100-10,1004,8355,1635.00%+328
CME GROUP INC(CME)01,100+1,10003250.31%+325
EPR PPTYS(EPR)05,100+5,10002550.25%+255
MICROSOFT CORP(MSFT)0645+64502390.23%+239
ISHARES INC01,871+1,87102300.22%+230
SURGERY PARTNERS INC(SGRY)00002150.21%+215
TAKEDA PHARMACEUTICAL CO LTD(TAK)010,900+10,90002020.20%+202
TERRESTRIAL ENERGY INC(IMSR)032,463+32,46301950.19%+195
BLUE OWL CAPITAL CORPORATION(OBDC)015,200+15,20001680.16%+168
UDEMY INC034,186+34,18601580.15%+158
ECHOSTAR CORP(ECHO)3,0003,500+5003264100.40%+84
VENU HLDG CORP0000830.08%+83
MBIA INC(MBI)68,78997,006+28,2174935730.56%+81
EAGLE NUCLEAR ENERGY CORP(NUCL)010,301+10,3010790.08%+79
BIMERGEN ENERGY CORP(BESS)024,800+24,8000530.05%+53
MAWSON INFRASTRUCTURE GROUP(BGDE)015,100+15,1000290.03%+29
BIMERGEN ENERGY CORP(BESS)032,821+32,8210230.02%+23
CLEARWATER ANALYTICS HLDGS I20,00020,00004824730.46%-9
NET POWER INC(NPWR)37,6070-37,6071970.01%-12
VISIONWAVE HOLDINGS INC(VWAV)37,7000-37,70044280.03%-16
NEURONETICS INC(STIM)20,9370-20,937290—-29
FG MERGER II CORP(BXBL)162,039146,010-16,02989600.06%-29
KODIAK AI INC.(KDK)83,94089,799+5,859128970.09%-31
OAKTREE SPECIALTY LENDING(OCSL)25,60025,500-1003262880.28%-38
COHEN & STEERS INFRASTRUCTUR(UTF)100,77791,699-9,0782,4302,3732.30%-57
UNITED PARCEL SVCS INC(UPS)22,9000-22,9002,2712,1642.10%-107
COSAN S A(CSAN)50,0000-50,0001980—-197
CIPHER MINING INC(CIFR)13,5800-13,5802000—-200
MPLX LP(MPLX)3,8000-3,8002030—-203
GREYSTONE HOUSING IMPACT INV(GHI)103,201103,20107115080.49%-203
ENTERPRISE PRODS PARTNERS L(EPD)14,4006,600-7,8004622500.24%-212
STAAR SURGICAL CO(STAA)10,0000-10,0002310—-231
META PLATFORMS INC(META)3580-3582360—-236
KEYCORP(KEY)11,5000-11,5002370—-237
HASBRO INC(HAS)2,9000-2,9002380—-238
AMERICAN ELEC PWR CO INC2,1000-2,1002420—-242
ISHARES TR3,0320-3,0322440—-244
GEN DIGITAL INC(GEN)54,4930-54,4932460—-246
STEEL DYNAMICS INC(STLD)1,5000-1,5002540—-254
ICAHN ENTERPRISES LP(IEP)34,0000-34,0002570—-257
TRUMP MEDIA & TECHNOLOGY GRO(DJT)20,0000-20,0002650—-265
EXXON MOBIL CORP2,3000-2,3002770—-277
GLOBAL X FDS
US PFD ETF
15,1590-15,1592870—-287
RTX CORPORATION(RTX)1,6000-1,6002930—-293
AT&T INC(T)12,1000-12,1003010—-301
STARBUCKS CORP(SBUX)3,6000-3,6003030—-303
SELECT SECTOR SPDR TR
ST STR ENERG ETF
7,0000-7,0003130—-313
PROSHARES TR
BITCOIN ETF
27,6000-27,6003360—-336
PRICE T ROWE GROUP INC(TROW)3,3000-3,3003380—-338
FS KKR CAP CORP(FSK)23,0000-23,0003410—-341
ALPHABET INC(GOOG)2,0001,000-1,0006282870.28%-341
KOHLS CORP(KSS)16,7000-16,7003410—-341
STANLEY BLACK & DECKER INC(SWK)4,6000-4,6003420—-342
GETTY IMAGES HOLDINGS INC(GETY)302,08674,014-228,072405590.06%-346
SEMLER SCIENTIFIC INC23,4370-23,4373580—-358
WESTERN MIDSTREAM PARTNERS L(WES)9,1000-9,1003590—-359
TIPTREE INC(TIPT)20,7760-20,7763800—-380
BP PLC(BP)11,1000-11,1003860—-386
ISHARES TR
MSCI UK ETF NEW
8,9000-8,9003910—-391
ISHARES TR3,4330-3,4334130—-413
AMERICAN TOWER CORP NEW(AMT)2,5000-2,5004390—-439
PROLOGIS INC.(PLD)3,6000-3,6004600—-460
SIMON PPTY GROUP INC NEW(SPG)2,6000-2,6004810—-481
NET LEASE OFFICE PROPERTIES(NLOP)29,9960-29,9967742880.28%-486
CARDINAL HEALTH INC(CAH)2,4000-2,4004930—-493
ISHARES TR5,2370-5,2375040—-504
DIREXION SHS ETF TR
DLY 20 YR TRESUR
13,7000-13,7005110—-511
BLACKSTONE INC(BX)3,4000-3,4005240—-524
ISHARES TR5,0000-5,0005500—-550
COURSERA INC(COUR)75,2000-75,2005530—-553
CHEVRON CORPORATION(CVX)5,4081,250-4,1588242590.25%-566
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BLUEFIN CAPITAL MANAGEMENT, LLC — 13F Holdings — Q1 2026 | TickerTrail