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 5 of 7

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QUALCOMM INC/DE

QCOM|747525103

Shares:5.5K

Value:$844.8K

% of Portfolio:0.2% ($844.8K/$542.6M)

92204A702

VGT|92204A702

Shares:1.4K

Value:$843.2K

% of Portfolio:0.2% ($843.2K/$542.6M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.6K

Value:$833.6K

% of Portfolio:0.2% ($833.6K/$542.6M)

464286426

Shares:11.4K

Value:$818.7K

% of Portfolio:0.2% ($818.7K/$542.6M)

464285204

Shares:15.5K

Value:$767.8K

% of Portfolio:0.1% ($767.8K/$542.6M)

Broadcom Inc.

AVGO|11135F101

Shares:3.3K

Value:$758.8K

% of Portfolio:0.1% ($758.8K/$542.6M)

464288430

Shares:10.7K

Value:$727.7K

% of Portfolio:0.1% ($727.7K/$542.6M)

CHEVRON CORP

CVX|166764100

Shares:4.8K

Value:$699.3K

% of Portfolio:0.1% ($699.3K/$542.6M)

PFIZER INC

PFE|717081103

Shares:22.7K

Value:$603.1K

% of Portfolio:0.1% ($603.1K/$542.6M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:10.0K

Value:$592.3K

% of Portfolio:0.1% ($592.3K/$542.6M)

ENBRIDGE INC

ENB|29250N105

Shares:13.7K

Value:$580.8K

% of Portfolio:0.1% ($580.8K/$542.6M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.8K

Value:$541.3K

% of Portfolio:0.1% ($541.3K/$542.6M)

464288281

Shares:5.8K

Value:$512.6K

% of Portfolio:0.1% ($512.6K/$542.6M)

46138E784

Shares:25.4K

Value:$503.9K

% of Portfolio:0.1% ($503.9K/$542.6M)

Duke Energy CORP

DUK|26441C204

Shares:4.6K

Value:$492.7K

% of Portfolio:0.1% ($492.7K/$542.6M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.6K

Value:$491.5K

% of Portfolio:0.1% ($491.5K/$542.6M)

W.W. GRAINGER, INC.

GWW|384802104

Shares:446

Value:$470.1K

% of Portfolio:0.1% ($470.1K/$542.6M)

Public Storage

PSA|74460D109

Shares:1.5K

Value:$461.4K

% of Portfolio:0.1% ($461.4K/$542.6M)

921946406

VYM|921946406

Shares:3.6K

Value:$458.4K

% of Portfolio:0.1% ($458.4K/$542.6M)

81369Y852

Shares:4.5K

Value:$437.9K

% of Portfolio:0.1% ($437.9K/$542.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
QUALCOMM INC/DE(QCOMcusip747525103)	5.5K	QoQ -1.71% (-96) YoY-	All Managers (Combined)	$844.8K	0.2% ($844.8K/$542.6M)	QoQ -11.21% (-$106.7K) YoY-
(VGTcusip92204A702)	1.4K	QoQ +1.57% (+21) YoY-	All Managers (Combined)	$843.2K	0.2% ($843.2K/$542.6M)	QoQ +7.68% (+$60.2K) YoY-
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.6K	QoQ +13.58% (+191) YoY-	All Managers (Combined)	$833.6K	0.2% ($833.6K/$542.6M)	QoQ +20.68% (+$142.8K) YoY-
(cusip464286426)✕	11.4K	QoQ -0.12% (-14) YoY-	All Managers (Combined)	$818.7K	0.2% ($818.7K/$542.6M)	QoQ -8.66% (-$77.7K) YoY-
(cusip464285204)✕	15.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$767.8K	0.1% ($767.8K/$542.6M)	QoQ -0.38% (-$2.9K) YoY-
Broadcom Inc.(AVGOcusip11135F101)	3.3K	QoQ +22.81% (+608) YoY-	All Managers (Combined)	$758.8K	0.1% ($758.8K/$542.6M)	QoQ +65.06% (+$299.1K) YoY-
(cusip464288430)✕	10.7K	QoQ -0.03% (-4) YoY-	All Managers (Combined)	$727.7K	0.1% ($727.7K/$542.6M)	QoQ -6.19% (-$48.0K) YoY-
CHEVRON CORP(CVXcusip166764100)	4.8K	QoQ -37.76% (-2.9K) YoY-	All Managers (Combined)	$699.3K	0.1% ($699.3K/$542.6M)	QoQ -38.79% (-$443.2K) YoY-
PFIZER INC(PFEcusip717081103)	22.7K	QoQ -8.79% (-2.2K) YoY-	All Managers (Combined)	$603.1K	0.1% ($603.1K/$542.6M)	QoQ -16.38% (-$118.2K) YoY-
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	10.0K	QoQ -0.50% (-51) YoY-	All Managers (Combined)	$592.3K	0.1% ($592.3K/$542.6M)	QoQ +10.67% (-$57.1K) YoY-
ENBRIDGE INC(ENBcusip29250N105)	13.7K	QoQ +3.05% (+406) YoY-	All Managers (Combined)	$580.8K	0.1% ($580.8K/$542.6M)	QoQ +7.67% (+$41.4K) YoY-
AMERICAN EXPRESS CO(AXPcusip025816109)	1.8K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$541.3K	0.1% ($541.3K/$542.6M)	QoQ +9.43% (+$46.7K) YoY-
(cusip464288281)✕	5.8K	QoQ -1.87% (-110) YoY-	All Managers (Combined)	$512.6K	0.1% ($512.6K/$542.6M)	QoQ -6.63% (-$36.4K) YoY-
(cusip46138E784)✕	25.4K	QoQ -7.09% (-1.9K) YoY-	All Managers (Combined)	$503.9K	0.1% ($503.9K/$542.6M)	QoQ -14.35% (-$84.4K) YoY-
Duke Energy CORP(DUKcusip26441C204)	4.6K	QoQ +6.32% (-272) YoY-	All Managers (Combined)	$492.7K	0.1% ($492.7K/$542.6M)	QoQ -0.64% (-$3.2K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	4.6K	QoQ +20.11% (+765) YoY-	All Managers (Combined)	$491.5K	0.1% ($491.5K/$542.6M)	QoQ +10.22% (+$45.6K) YoY-
W.W. GRAINGER, INC.(GWWcusip384802104)	446	QoQ NEW(+446) YoY-	All Managers (Combined)	$470.1K	0.1% ($470.1K/$542.6M)	QoQ NEW(+$470.1K) YoY-
Public Storage(PSAcusip74460D109)	1.5K	QoQ -3.32% (-53) YoY-	All Managers (Combined)	$461.4K	0.1% ($461.4K/$542.6M)	QoQ -20.44% (-$118.6K) YoY-
(VYMcusip921946406)	3.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$458.4K	0.1% ($458.4K/$542.6M)	QoQ -0.47% (-$2.2K) YoY-
(cusip81369Y852)✕	4.5K	QoQ -1.54% (-71) YoY-	All Managers (Combined)	$437.9K	0.1% ($437.9K/$542.6M)	QoQ +5.43% (-$22.6K) YoY-