Fund HoldingsBlue Fin Capital, Inc.

Total Portfolio Value
$515.52M
Total Bought
$28.65M
Total Sold
$40.98M
Net Transaction
-$12.33M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)10,05515,348+5,2935,8938,5861.67%+2,692
SPDR GOLD TR(GLD)37,67137,971+3009,12110,9412.12%+1,819
INTUITIVE SURGICAL INC1,5975,015+3,4188342,4840.48%+1,650
VISA INC(V)43,45343,312-14113,73315,1792.94%+1,446
BERKSHIRE HATHAWAY INC DEL015,846+15,84608,4391.64%+8,439
ISHARES TR306,619323,874+17,25515,85216,9613.29%+1,109
ISHARES TR155,603173,417+17,8148,0159,1081.77%+1,093
RTX CORPORATION(RTX)032,573+32,57304,3150.84%+4,315
ABBVIE INC(ABBV)015,510+15,51003,2500.63%+3,250
JOHNSON & JOHNSON(JNJ)019,607+19,60703,2520.63%+3,252
ELI LILLY & CO(LLY)011,014+11,01409,0961.76%+9,096
MASTERCARD INCORPORATED(MA)25,68525,551-13413,52514,0052.72%+480
UNITEDHEALTH GROUP INC(UNH)016,614+16,61408,7011.69%+8,701
ISHARES TR75,72480,510+4,7865,9566,3511.23%+396
BOSTON SCIENTIFIC CORP(BSX)10,96313,559+2,5969791,3680.27%+389
COSTCO WHSL CORP NEW(COST)12,37312,392+1911,33711,7202.27%+383
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
09,079+9,07903670.07%+367
ABBOTT LABS17,09117,053-381,9332,2620.44%+329
TJX COS INC NEW(TJX)25,51527,921+2,4063,0833,4010.66%+318
CROWDSTRIKE HLDGS INC(CRWD)11,40411,906+5023,9024,1980.81%+296
AMGEN INC(AMGN)6,1426,059-831,6011,8880.37%+287
DISNEY WALT CO(DIS)02,741+2,74102710.05%+271
LOWES COS INC(LOW)1,5532,653+1,1003836190.12%+235
AMERICAN ELEC PWR CO INC02,114+2,11402310.04%+231
DEERE & CO(DE)0466+46602190.04%+219
STRYKER CORPORATION(SYK)11,03411,225+1913,9734,1790.81%+206
JPMORGAN CHASE & CO.(JPM)35,81935,815-48,5868,7851.70%+199
ISHARES TR35,09835,990+8924,0564,2520.82%+196
TRANSDIGM GROUP INC(TDG)01,400+1,40001,9370.38%+1,937
CHEVRON CORP NEW(CVX)05,120+5,12008570.17%+857
NORTHROP GRUMMAN CORP(NOC)04,730+4,73002,4220.47%+2,422
COCA COLA CO(KO)018,724+18,72401,3410.26%+1,341
ISHARES GOLD TR(IAU)15,50815,50807689140.18%+147
ISHARES TR074,661+74,66103,2630.63%+3,263
ISHARES TR
CORE MSCI EAFE
015,171+15,17101,1480.22%+1,148
S&P GLOBAL INC(SPGI)4,9725,089+1172,4772,5860.50%+109
SOUTHERN CO(SO)11,68511,583-1029621,0650.21%+103
PROCTER AND GAMBLE CO(PG)10,45610,837+3811,7531,8470.36%+94
ISHARES TR14,11015,617+1,5071,8151,9050.37%+91
DUKE ENERGY CORP NEW(DUK)4,5734,769+1964935820.11%+89
ISHARES TR
FLTG RATE NT ETF
25,50526,980+1,4751,2981,3770.27%+80
MCDONALDS CORP(MCD)04,078+4,07801,2740.25%+1,274
ALLIANCEBERNSTEIN HLDG L P(AB)40,14840,472+3241,4891,5500.30%+61
WELLTOWER INC(WELL)2,2102,21002793390.07%+60
ISHARES TR015,115+15,11501,6790.33%+1,679
SCHWAB STRATEGIC TR061,382+61,38201,6510.32%+1,651
NETFLIX INC(NFLX)1,2811,28101,1421,1950.23%+53
EXXON MOBIL CORP4,5694,56904915430.11%+52
ISHARES TR10,72810,72807287760.15%+48
ISHARES TR12,36212,531+1691,1981,2400.24%+42
YUM BRANDS INC(YUM)1,6821,68202262650.05%+39
SHERWIN WILLIAMS CO(SHW)03,788+3,78801,3230.26%+1,323
ENBRIDGE INC(ENB)13,68813,941+2535816180.12%+37
ISHARES INC
CORE MSCI EMKT
17,05317,172+1198919270.18%+36
SELECT SECTOR SPDR TR
ST STR REAL ETF
10,15110,662+5114134460.09%+33
CISCO SYS INC(CSCO)10,00510,105+1005926240.12%+31
REALTY INCOME CORP(O)6,5306,531+13493790.07%+30
BRISTOL-MYERS SQUIBB CO(BMY)7,2747,213-614114400.09%+29
PALANTIR TECHNOLOGIES INC(PLTR)2,7582,807+492092370.05%+28
ISHARES TR5,0845,038-463844120.08%+27
COLGATE PALMOLIVE CO(CL)012,132+12,13201,1370.22%+1,137
EVERSOURCE ENERGY(ES)5,6815,68103263530.07%+27
ISHARES INC11,42611,405-218198450.16%+26
BANK AMERICA CORP41,87844,715+2,8371,8411,8660.36%+25
ISHARES TR28,54028,578+382,3402,3640.46%+24
ENTERPRISE PRODS PARTNERS L(EPD)8,5298,52902672910.06%+24
SELECT SECTOR SPDR TR
ST STR CARE ETF
1,5211,553+322092270.04%+17
SPDR SER TR
ST STR SP DIV
08,848+8,84801,2010.23%+1,201
AUTOMATIC DATA PROCESSING IN3,0913,012-799059200.18%+15
NOVARTIS AG(NVS)2,2002,056-1442142290.04%+15
SELECT SECTOR SPDR TR
ST STR SVC ETF
4,5234,689+1664384520.09%+14
KLA CORP(KLAC)344335-92172280.04%+11
DOMINION ENERGY INC(D)05,303+5,30302970.06%+297
INVESCO EXCH TRADED FD TR II025,348+25,34805110.10%+511
VANGUARD WHITEHALL FDS3,5933,59304584630.09%+5
SELECT SECTOR SPDR TR
ST STR MATER ETF
2,6082,603-52192240.04%+4
ISHARES TR5,7565,701-555135160.10%+4
VANECK ETF TRUST
BIOTECH ETF
1,5701,57002462470.05%+1
GRACO INC(GGG)2,4002,40002022000.04%-2
PUBLIC STORAGE OPER CO(PSA)01,532+1,53204590.09%+459
SPDR DOW JONES INDL AVERAGE(DIA)53053002262230.04%-3
INVESCO EXCH TRADED FD TR II
SR LN ETF
0153,636+153,63603,1800.62%+3,180
L3HARRIS TECHNOLOGIES INC(LHX)1,4051,395-102952920.06%-3
ASML HOLDING N V
N Y REGISTRY SHS
333340+72312250.04%-6
SSGA ACTIVE ETF TR
ST STR BL LN ETF
9,4049,40403923870.08%-6
VANGUARD BD INDEX FDS5,1154,922-1933683620.07%-6
VANGUARD WORLD FD
COMM SRVC ETF
2,0612,100+393193120.06%-8
QUALCOMM INC(QCOM)05,400+5,40008300.16%+830
MOODYS CORP(MCO)4,9404,989+492,3392,3230.45%-16
ILLINOIS TOOL WKS INC(ITW)1,1381,099-392892730.05%-16
PEPSICO INC(PEP)09,849+9,84901,4770.29%+1,477
TEXTRON INC(TXT)5,1905,19003973750.07%-22
THERMO FISHER SCIENTIFIC INC(TMO)0820+82004080.08%+408
VANGUARD INDEX FDS1,4811,470-114294040.08%-25
PALO ALTO NETWORKS INC(PANW)2,3242,32404233970.08%-26
MORGAN STANLEY(MS)2,9652,96503733460.07%-27
GRAYSCALE BITCOIN TRUST ETF(GBTC)3,1073,10702302020.04%-27
GRAINGER W W INC(GWW)44644604704410.09%-30
VANGUARD WORLD FD
CONSUM DIS ETF
749763+142812480.05%-33
STATE STR CORP(STT)3,3083,208-1003252870.06%-37
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