Blue-Fin-Capital

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ARM",
  "ACN",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "ASML",
  "BLK",
  "AVGO",
  "LOW",
  "BSX",
  null,
  "DUK",
  "D",
  null,
  "HD",
  "MCD",
  null,
  "QCOM",
  "ISRG",
  "ITW",
  null,
  "META",
  null,
  null,
  "LHX",
  null,
  "MA",
  "MSFT",
  "MS",
  "NVS",
  null,
  "BX",
  "KLAC",
  "ORCL",
  "NOC",
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PEP",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "ENB",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "AMGN",
  "IEFA",
  "SPGI",
  "SHW",
  "O",
  "RTX",
  "GLD",
  null,
  null,
  null,
  "SYK",
  "TMO",
  "TJX",
  "TDG",
  "AB",
  "IWV",
  "PRF",
  "TXT",
  "XLB",
  "GGG",
  null,
  null,
  "BN.TO",
  "VYM",
  "AMD",
  "SDY",
  "ES",
  "DHI",
  "AMZN",
  null,
  null,
  null,
  "VGT",
  null,
  "BND",
  "V",
  "WMT",
  "WELL",
  "YUM",
  null,
  "SO",
  null,
  "DIA",
  null,
  "GWW",
  "PSA",
  "ADP",
  "BAC",
  "BRK-B",
  "BMY",
  "BAM.TO",
  "CVX",
  "CMG",
  "CSCO",
  "KO",
  "CL",
  "COST",
  "CRWD",
  null,
  "EFA",
  "MCO",
  "NEE",
  "STT",
  "QQQ",
  "EPD",
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "NFLX",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2024-12-31

SEC FilingSEC DataHachi Filing

Report Date: 2024-12-31
Filing Date: 2025-02-18
Total Holdings: 137
Total Value: 542590975
Accession Number: 0001172661-25-001324
Form Type: 13F-HR
CIK: blue-fin-capital
Manager Name: Blue-Fin-Capital

Data Enrichment

78% identified

107 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

137 positions • $542.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 7

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NVIDIA CORP

NVDA|67066G104

Shares:695.5K

Value:$93.4M

% of Portfolio:17.2% ($93.4M/$542.6M)

Apple Inc.

AAPL|037833100

Shares:207.0K

Value:$51.8M

% of Portfolio:9.6% ($51.8M/$542.6M)

MICROSOFT CORP

MSFT|594918104

Shares:95.1K

Value:$40.1M

% of Portfolio:7.4% ($40.1M/$542.6M)

AMAZON COM INC

AMZN|023135106

Shares:126.1K

Value:$27.7M

% of Portfolio:5.1% ($27.7M/$542.6M)

Meta Platforms, Inc.

META|30303M102

Shares:41.9K

Value:$24.5M

% of Portfolio:4.5% ($24.5M/$542.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:109.2K

Value:$20.7M

% of Portfolio:3.8% ($20.7M/$542.6M)

464288646

Shares:306.6K

Value:$15.9M

% of Portfolio:2.9% ($15.9M/$542.6M)

VISA INC.

V|92826C839

Shares:43.5K

Value:$13.7M

% of Portfolio:2.5% ($13.7M/$542.6M)

Mastercard Inc

MA|57636Q104

Shares:25.7K

Value:$13.5M

% of Portfolio:2.5% ($13.5M/$542.6M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:12.4K

Value:$11.3M

% of Portfolio:2.1% ($11.3M/$542.6M)

SPDR GOLD TRUST

GLD|78463V107

Shares:37.7K

Value:$9.1M

% of Portfolio:1.7% ($9.1M/$542.6M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:35.8K

Value:$8.6M

% of Portfolio:1.6% ($8.6M/$542.6M)

ELI LILLY & Co

LLY|532457108

Shares:11.1K

Value:$8.6M

% of Portfolio:1.6% ($8.6M/$542.6M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:16.3K

Value:$8.3M

% of Portfolio:1.5% ($8.3M/$542.6M)

464288638

Shares:155.6K

Value:$8.0M

% of Portfolio:1.5% ($8.0M/$542.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:15.5K

Value:$7.0M

% of Portfolio:1.3% ($7.0M/$542.6M)

464288513

Shares:75.7K

Value:$6.0M

% of Portfolio:1.1% ($6.0M/$542.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:10.1K

Value:$5.9M

% of Portfolio:1.1% ($5.9M/$542.6M)

Walmart Inc.

WMT|931142103

Shares:63.4K

Value:$5.7M

% of Portfolio:1.1% ($5.7M/$542.6M)

Alphabet Inc.

GOOG|02079K107

Shares:29.2K

Value:$5.6M

% of Portfolio:1.0% ($5.6M/$542.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	695.5K	QoQ -1.32% (-9.3K) YoY-	All Managers (Combined)	$93.4M	17.2% ($93.4M/$542.6M)	QoQ +9.11% (-$7.8M) YoY-
Apple Inc.(AAPLcusip037833100)	207.0K	QoQ -0.56% (-1.2K) YoY-	All Managers (Combined)	$51.8M	9.6% ($51.8M/$542.6M)	QoQ +6.86% (-$3.3M) YoY-
MICROSOFT CORP(MSFTcusip594918104)	95.1K	QoQ +1.00% (-948) YoY-	All Managers (Combined)	$40.1M	7.4% ($40.1M/$542.6M)	QoQ -1.05% (-$429.2K) YoY-
AMAZON COM INC(AMZNcusip023135106)	126.1K	QoQ +0.02% (+29) YoY-	All Managers (Combined)	$27.7M	5.1% ($27.7M/$542.6M)	QoQ +17.77% (+$4.2M) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	41.9K	QoQ +2.52% (+1.0K) YoY-	All Managers (Combined)	$24.5M	4.5% ($24.5M/$542.6M)	QoQ +4.86% (+$1.1M) YoY-
Alphabet Inc.(GOOGLcusip02079K305)	109.2K	QoQ -0.54% (-598) YoY-	All Managers (Combined)	$20.7M	3.8% ($20.7M/$542.6M)	QoQ +13.51% (-$2.5M) YoY-
(cusip464288646)✕	306.6K	QoQ +7.00% (+20.1K) YoY-	All Managers (Combined)	$15.9M	2.9% ($15.9M/$542.6M)	QoQ +5.05% (+$762.6K) YoY-
VISA INC.(Vcusip92826C839)	43.5K	QoQ +0.20% (+88) YoY-	All Managers (Combined)	$13.7M	2.5% ($13.7M/$542.6M)	QoQ +15.17% (+$1.8M) YoY-
Mastercard Inc(MAcusip57636Q104)	25.7K	QoQ +0.57% (+148) YoY-	All Managers (Combined)	$13.5M	2.5% ($13.5M/$542.6M)	QoQ +7.25% (+$914.8K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	12.4K	QoQ +0.43% (+53) YoY-	All Managers (Combined)	$11.3M	2.1% ($11.3M/$542.6M)	QoQ +3.79% (+$414.3K) YoY-
SPDR GOLD TRUST(GLDcusip78463V107)	37.7K	QoQ +0.37% (-141) YoY-	All Managers (Combined)	$9.1M	1.7% ($9.1M/$542.6M)	QoQ 0.00% (-$700) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	35.8K	QoQ +0.75% (+269) YoY-	All Managers (Combined)	$8.6M	1.6% ($8.6M/$542.6M)	QoQ +14.54% (+$1.1M) YoY-
ELI LILLY & Co(LLYcusip532457108)	11.1K	QoQ +0.15% (-17) YoY-	All Managers (Combined)	$8.6M	1.6% ($8.6M/$542.6M)	QoQ -12.72% (-$1.2M) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	16.3K	QoQ -0.44% (-73) YoY-	All Managers (Combined)	$8.3M	1.5% ($8.3M/$542.6M)	QoQ -13.86% (-$1.3M) YoY-
(cusip464288638)✕	155.6K	QoQ +11.77% (+16.4K) YoY-	All Managers (Combined)	$8.0M	1.5% ($8.0M/$542.6M)	QoQ +7.17% (+$536.8K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	15.5K	QoQ -0.92% (-145) YoY-	All Managers (Combined)	$7.0M	1.3% ($7.0M/$542.6M)	QoQ -2.43% (-$174.7K) YoY-
(cusip464288513)✕	75.7K	QoQ +18.41% (+11.8K) YoY-	All Managers (Combined)	$6.0M	1.1% ($6.0M/$542.6M)	QoQ +15.98% (+$820.8K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	10.1K	QoQ -0.04% (-5) YoY-	All Managers (Combined)	$5.9M	1.1% ($5.9M/$542.6M)	QoQ +2.09% (-$121.0K) YoY-
Walmart Inc.(WMTcusip931142103)	63.4K	QoQ -0.63% (-405) YoY-	All Managers (Combined)	$5.7M	1.1% ($5.7M/$542.6M)	QoQ +11.17% (-$575.8K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	29.2K	QoQ -1.70% (-506) YoY-	All Managers (Combined)	$5.6M	1.0% ($5.6M/$542.6M)	QoQ +11.96% (-$593.3K) YoY-