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 2 of 7

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464288687

Shares:166.0K

Value:$5.2M

% of Portfolio:1.0% ($5.2M/$542.6M)

464287689

IWV|464287689

Shares:13.3K

Value:$4.5M

% of Portfolio:0.8% ($4.5M/$542.6M)

BlackRock, Inc.

BLK|09290D101

Shares:4.1K

Value:$4.2M

% of Portfolio:0.8% ($4.2M/$542.6M)

BROOKFIELD Corp /ON/

BN.TO|11271J107

Shares:73.0K

Value:$4.2M

% of Portfolio:0.8% ($4.2M/$542.6M)

464288661

Shares:35.1K

Value:$4.1M

% of Portfolio:0.7% ($4.1M/$542.6M)

STRYKER CORP

SYK|863667101

Shares:11.0K

Value:$4.0M

% of Portfolio:0.7% ($4.0M/$542.6M)

HOME DEPOT, INC.

HD|437076102

Shares:10.0K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$542.6M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:11.4K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$542.6M)

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:30.9K

Value:$3.8M

% of Portfolio:0.7% ($3.8M/$542.6M)

RTX Corp

RTX|75513E101

Shares:31.7K

Value:$3.7M

% of Portfolio:0.7% ($3.7M/$542.6M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:7.1K

Value:$3.4M

% of Portfolio:0.6% ($3.4M/$542.6M)

46138G508

Shares:151.1K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$542.6M)

464287234

EEM|464287234

Shares:74.9K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$542.6M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:25.5K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$542.6M)

Merck & Co., Inc.

MRK|58933Y105

Shares:30.7K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$542.6M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:42.5K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$542.6M)

Blackstone Inc.

BX|09260D107

Shares:17.2K

Value:$3.0M

% of Portfolio:0.5% ($3.0M/$542.6M)

78468R622

Shares:29.3K

Value:$2.8M

% of Portfolio:0.5% ($2.8M/$542.6M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:18.3K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$542.6M)

AbbVie Inc.

ABBV|00287Y109

Shares:14.7K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$542.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288687)✕	166.0K	QoQ +0.38% (-629) YoY-	All Managers (Combined)	$5.2M	1.0% ($5.2M/$542.6M)	QoQ -5.02% (-$276.3K) YoY-
(IWVcusip464287689)	13.3K	QoQ -0.09% (-13) YoY-	All Managers (Combined)	$4.5M	0.8% ($4.5M/$542.6M)	QoQ +2.20% (-$96.0K) YoY-
BlackRock, Inc.(BLKcusip09290D101)	4.1K	QoQ NEW(+4.1K) YoY-	All Managers (Combined)	$4.2M	0.8% ($4.2M/$542.6M)	QoQ NEW(+$4.2M) YoY-
BROOKFIELD Corp /ON/(BN.TOcusip11271J107)	73.0K	QoQ -1.00% (-739) YoY-	All Managers (Combined)	$4.2M	0.8% ($4.2M/$542.6M)	QoQ +7.00% (-$274.6K) YoY-
(cusip464288661)✕	35.1K	QoQ +6.08% (+2.0K) YoY-	All Managers (Combined)	$4.1M	0.7% ($4.1M/$542.6M)	QoQ +2.48% (+$98.4K) YoY-
STRYKER CORP(SYKcusip863667101)	11.0K	QoQ +1.38% (+151) YoY-	All Managers (Combined)	$4.0M	0.7% ($4.0M/$542.6M)	QoQ +1.04% (+$41.2K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	10.0K	QoQ +8.60% (+796) YoY-	All Managers (Combined)	$3.9M	0.7% ($3.9M/$542.6M)	QoQ +4.26% (+$159.8K) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	11.4K	QoQ +5.22% (+566) YoY-	All Managers (Combined)	$3.9M	0.7% ($3.9M/$542.6M)	QoQ +28.36% (+$862.3K) YoY-
ARM HOLDINGS PLC /UK(ARMcusip042068205)	30.9K	QoQ +5.50% (-1.6K) YoY-	All Managers (Combined)	$3.8M	0.7% ($3.8M/$542.6M)	QoQ -8.98% (-$376.1K) YoY-
RTX Corp(RTXcusip75513E101)	31.7K	QoQ -0.06% (-22) YoY-	All Managers (Combined)	$3.7M	0.7% ($3.7M/$542.6M)	QoQ -4.55% (-$175.3K) YoY-
LOCKHEED MARTIN CORP(LMTcusip539830109)	7.1K	QoQ -0.70% (-50) YoY-	All Managers (Combined)	$3.4M	0.6% ($3.4M/$542.6M)	QoQ -17.45% (-$725.5K) YoY-
(cusip46138G508)✕	151.1K	QoQ -5.88% (-9.4K) YoY-	All Managers (Combined)	$3.2M	0.6% ($3.2M/$542.6M)	QoQ -5.61% (-$189.4K) YoY-
(EEMcusip464287234)	74.9K	QoQ -3.41% (-2.6K) YoY-	All Managers (Combined)	$3.1M	0.6% ($3.1M/$542.6M)	QoQ -11.91% (-$424.1K) YoY-
TJX COMPANIES INC /DE/(TJXcusip872540109)	25.5K	QoQ +1.24% (+313) YoY-	All Managers (Combined)	$3.1M	0.6% ($3.1M/$542.6M)	QoQ +4.05% (+$120.3K) YoY-
Merck & Co., Inc.(MRKcusip58933Y105)	30.7K	QoQ 0.00% (-1) YoY-	All Managers (Combined)	$3.1M	0.6% ($3.1M/$542.6M)	QoQ -12.40% (-$433.1K) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	42.5K	QoQ +0.90% (-380) YoY-	All Managers (Combined)	$3.0M	0.6% ($3.0M/$542.6M)	QoQ -14.42% (-$513.3K) YoY-
Blackstone Inc.(BXcusip09260D107)	17.2K	QoQ +0.16% (+28) YoY-	All Managers (Combined)	$3.0M	0.5% ($3.0M/$542.6M)	QoQ +12.78% (+$335.3K) YoY-
(cusip78468R622)✕	29.3K	QoQ -16.03% (-5.6K) YoY-	All Managers (Combined)	$2.8M	0.5% ($2.8M/$542.6M)	QoQ -18.03% (-$614.6K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	18.3K	QoQ -4.24% (-814) YoY-	All Managers (Combined)	$2.7M	0.5% ($2.7M/$542.6M)	QoQ -14.55% (-$451.9K) YoY-
AbbVie Inc.(ABBVcusip00287Y109)	14.7K	QoQ -0.10% (-16) YoY-	All Managers (Combined)	$2.6M	0.5% ($2.6M/$542.6M)	QoQ -10.11% (-$294.4K) YoY-