StockDriftsStockDriftsTop 50 Bluefin Capital Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CRWV | COREWEAVE INC | 20.67% | 275.3K | $21.3M | -72.75%(-734.99K) | $136.48(-21.38%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 10.14% | 90.0K | $10.5M | new | $115.69(+0.89%) | 2026-03-31 | |
| CWB | SPDR SERIES TRUST | 9.29% | 104.7K | $9.6M | new | $88.61(+17.93%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 7% | 11.1K | $7.2M | -84.90%(-62.40K) | $638.20(+15.82%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 5% | 12.0K | $5.2M | -1.64%(-200) | $363.46(+14.81%) | 2026-03-31 | |
| CCOI | COGENT COMM HOLDINGS INC | 2.42% | 132.3K | $2.5M | -16.27%(-25.70K) | $29.95(-44.98%) | 2026-03-31 | |
| UTF | COHEN & STEERS INFRASTRUCTUR | 2.3% | 91.7K | $2.4M | -9.01%(-9.08K) | $25.88(+3.69%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.24% | 4.0K | $2.3M | -91.12%(-41.02K) | $493.39(+43.69%) | 2026-03-31 | |
| ET | ENERGY TRANSFER L P | 2.13% | 114.1K | $2.2M | -49.96%(-113.94K) | $16.56(+21.69%) | 2026-03-31 | |
| UPS | UNITED PARCEL SVCS INC | 2.1% | 22.0K | $2.2M | -3.93%(-900) | $94.56(+4.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.93% | +9.07% |
| Top 20 Holdings Unweighted | +8.68% | +28.36% |
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