Blue Chip Partners
Latest statistics and disclosures from Blue Chip Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FBND, AAPL, GOOG, AVGO, XLE, and represent 24.87% of Blue Chip Partners's stock portfolio.
- Added to shares of these 10 stocks: WELL (+$14M), PANW (+$8.8M), CRWD (+$8.4M), VICI (+$5.8M), TMUS (+$5.4M), FBND, COST, HD, ETN, ICE.
- Started 14 new stock positions in SPOT, CRWD, FRDM, PANW, IWR, RSPN, SDY, WELL, FITB, IHI. PLTR, TEX, VEA, IBIT.
- Reduced shares in these 10 stocks: UNH (-$13M), META (-$13M), XLRE (-$5.5M), VOX, RSPC, GOOG, KLAC, MS, Comerica Incorporated, XLY.
- Sold out of its positions in Comerica Incorporated, GRID, HON, INTU, RSPD, RSPC, IYT, IGV, IHF, ORCL. VDC, VOX, TGLS.
- Blue Chip Partners was a net buyer of stock by $21M.
- Blue Chip Partners has $1.4B in assets under management (AUM), dropping by 0.74%.
- Central Index Key (CIK): 0001632801
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Portfolio Holdings for Blue Chip Partners
Blue Chip Partners holds 170 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 9.8 | $136M | +3% | 3.0M | 45.62 |
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| Apple (AAPL) | 4.0 | $56M | 221k | 253.79 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $54M | -2% | 188k | 286.86 |
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| Broadcom (AVGO) | 3.7 | $52M | 168k | 309.51 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 3.4 | $48M | 775k | 61.26 |
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| JPMorgan Chase & Co. (JPM) | 3.3 | $45M | 154k | 294.16 |
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| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 3.2 | $45M | 1.7M | 27.15 |
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| Abbvie (ABBV) | 3.0 | $42M | 191k | 217.49 |
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| Microsoft Corporation (MSFT) | 2.7 | $38M | 102k | 370.17 |
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| Quanta Services (PWR) | 2.7 | $38M | 69k | 549.02 |
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| Kla Corp Com New (KLAC) | 2.6 | $36M | -3% | 25k | 1472.43 |
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| Costco Wholesale Corporation (COST) | 2.5 | $34M | +5% | 34k | 996.44 |
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| Eli Lilly & Co. (LLY) | 2.3 | $33M | 35k | 919.76 |
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| TJX Companies (TJX) | 2.3 | $32M | +2% | 199k | 159.70 |
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| Waste Management (WM) | 2.3 | $31M | +2% | 136k | 229.79 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 2.3 | $31M | 24k | 1320.84 |
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| Amazon (AMZN) | 2.2 | $31M | 148k | 208.27 |
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| Merck & Co (MRK) | 2.2 | $30M | +2% | 250k | 120.29 |
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| Visa Com Cl A (V) | 2.0 | $28M | 92k | 302.24 |
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| Philip Morris International (PM) | 2.0 | $28M | +2% | 167k | 165.34 |
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| Home Depot (HD) | 2.0 | $28M | +5% | 84k | 328.89 |
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| Blackrock (BLK) | 1.9 | $26M | +3% | 27k | 961.70 |
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| Eaton Corp SHS (ETN) | 1.9 | $26M | +5% | 73k | 357.67 |
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| O'reilly Automotive (ORLY) | 1.8 | $26M | +3% | 277k | 92.31 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 1.7 | $24M | +2% | 608k | 39.43 |
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| Intercontinental Exchange (ICE) | 1.7 | $24M | +5% | 151k | 157.28 |
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| Abbott Laboratories (ABT) | 1.5 | $21M | 209k | 102.67 |
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| Vici Pptys (VICI) | 1.5 | $20M | +39% | 748k | 27.32 |
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| Rollins (ROL) | 1.5 | $20M | 382k | 53.41 |
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| Metropcs Communications (TMUS) | 1.4 | $20M | +37% | 94k | 210.03 |
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| DTE Energy Company (DTE) | 1.4 | $19M | 132k | 146.22 |
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| Monster Beverage Corp (MNST) | 1.3 | $18M | 242k | 72.46 |
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| Nextera Energy (NEE) | 1.2 | $17M | 182k | 92.88 |
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| Xcel Energy (XEL) | 1.2 | $17M | +2% | 210k | 79.44 |
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| Morgan Stanley Com New (MS) | 1.2 | $16M | -5% | 98k | 164.57 |
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| Welltower Inc Com reit (WELL) | 1.0 | $14M | NEW | 68k | 197.71 |
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| Pepsi (PEP) | 1.0 | $13M | +5% | 86k | 155.29 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $11M | -2% | 108k | 99.27 |
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| Palo Alto Networks (PANW) | 0.6 | $8.8M | NEW | 55k | 160.32 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $8.4M | NEW | 22k | 390.41 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.5 | $6.8M | 148k | 46.07 |
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| McDonald's Corporation (MCD) | 0.4 | $5.1M | -2% | 16k | 310.79 |
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| Bank of America Corporation (BAC) | 0.4 | $4.9M | -7% | 101k | 48.75 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $4.6M | 24k | 192.90 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $4.3M | +3% | 20k | 215.06 |
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| NVIDIA Corporation (NVDA) | 0.3 | $4.0M | 23k | 174.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $3.7M | 13k | 287.56 |
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| Coca-Cola Company (KO) | 0.2 | $3.5M | 46k | 76.05 |
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| Wal-Mart Stores (WMT) | 0.2 | $3.0M | 24k | 124.28 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.9M | 12k | 244.44 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $2.9M | -3% | 15k | 194.14 |
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| Agree Realty Corporation (ADC) | 0.2 | $2.8M | 37k | 75.38 |
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| Procter & Gamble Company (PG) | 0.2 | $2.6M | -3% | 18k | 144.44 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $2.6M | 4.0k | 650.39 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $2.6M | 4.4k | 604.41 |
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| Caterpillar (CAT) | 0.2 | $2.6M | 3.7k | 708.40 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.5M | 15k | 169.66 |
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| Dt Midstream Common Stock (DTM) | 0.2 | $2.4M | 18k | 134.67 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $2.3M | +6% | 17k | 132.90 |
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| Automatic Data Processing (ADP) | 0.2 | $2.1M | -3% | 11k | 203.18 |
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| Union Pacific Corporation (UNP) | 0.2 | $2.1M | 8.7k | 242.61 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.0M | -3% | 14k | 148.10 |
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| Amgen (AMGN) | 0.1 | $2.0M | -6% | 5.6k | 351.87 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $1.8M | +32% | 106k | 17.15 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.8M | 3.8k | 479.20 |
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| Norfolk Southern (NSC) | 0.1 | $1.8M | -4% | 6.2k | 286.98 |
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| Global X Fds S&p 500 Covered (XYLD) | 0.1 | $1.8M | +32% | 45k | 39.13 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $1.6M | +6% | 33k | 49.37 |
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| Meta Platforms Cl A (META) | 0.1 | $1.6M | -88% | 2.9k | 572.17 |
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| Penske Automotive (PAG) | 0.1 | $1.6M | 10k | 149.52 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $1.5M | +191% | 14k | 106.15 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.4M | -4% | 7.5k | 191.91 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $1.4M | 28k | 50.61 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $1.3M | -13% | 7.9k | 161.73 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $1.3M | 6.1k | 205.79 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $1.2M | +4% | 8.5k | 146.60 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.2M | +20% | 2.0k | 597.48 |
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| Stryker Corporation (SYK) | 0.1 | $1.2M | 3.6k | 328.55 |
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| Advanced Micro Devices (AMD) | 0.1 | $1.2M | 5.9k | 203.43 |
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| Fifth Third Ban (FITB) | 0.1 | $1.2M | NEW | 26k | 46.46 |
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| Viking Holdings Ord Shs (VIK) | 0.1 | $1.2M | +5% | 16k | 73.48 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $1.1M | -5% | 3.4k | 328.67 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.1M | +45% | 19k | 56.68 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $1.1M | -83% | 27k | 40.83 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $1.0M | +6% | 2.3k | 460.99 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $1.0M | +14% | 4.3k | 237.64 |
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| Micron Technology (MU) | 0.1 | $1.0M | +108% | 3.0k | 337.81 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $999k | -45% | 9.2k | 108.98 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $971k | 25k | 38.86 |
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| Uber Technologies (UBER) | 0.1 | $949k | +32% | 13k | 71.93 |
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| International Business Machines (IBM) | 0.1 | $945k | 3.9k | 242.42 |
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| Target Corporation (TGT) | 0.1 | $892k | -29% | 7.4k | 121.20 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $892k | -2% | 10k | 88.16 |
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| Cisco Systems (CSCO) | 0.1 | $863k | 11k | 77.59 |
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| Deere & Company (DE) | 0.1 | $853k | 1.5k | 563.24 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $846k | +12% | 1.9k | 446.54 |
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| Tesla Motors (TSLA) | 0.1 | $838k | -8% | 2.3k | 371.75 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $831k | +5% | 1.9k | 426.44 |
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| Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) | 0.1 | $822k | NEW | 14k | 57.58 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $795k | +8% | 1.0k | 772.56 |
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| Cava Group Ord (CAVA) | 0.1 | $795k | +46% | 9.8k | 80.90 |
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| Cummins (CMI) | 0.1 | $794k | 1.5k | 538.15 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $786k | -18% | 7.1k | 110.85 |
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| American Electric Power Company (AEP) | 0.1 | $780k | 6.0k | 131.08 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $780k | 17k | 46.23 |
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| Deckers Outdoor Corporation (DECK) | 0.1 | $767k | +17% | 7.7k | 100.09 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $695k | 7.7k | 90.53 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $671k | 1.5k | 436.85 |
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| Aon Shs Cl A (AON) | 0.0 | $659k | 2.0k | 322.79 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $598k | -31% | 2.5k | 243.08 |
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| Celsius Hldgs Com New (CELH) | 0.0 | $592k | +15% | 17k | 35.48 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $588k | -4% | 19k | 30.68 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $557k | +4% | 2.8k | 196.18 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $550k | NEW | 10k | 53.35 |
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| Spotify Technology S A SHS (SPOT) | 0.0 | $548k | NEW | 1.1k | 484.91 |
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| UnitedHealth (UNH) | 0.0 | $547k | -95% | 2.0k | 270.57 |
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| Ford Motor Company (F) | 0.0 | $541k | 47k | 11.54 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $514k | 1.4k | 370.74 |
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| Qualcomm (QCOM) | 0.0 | $506k | -15% | 3.9k | 128.76 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $481k | -5% | 832.00 | 577.48 |
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| Analog Devices (ADI) | 0.0 | $475k | 1.5k | 318.10 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $465k | +13% | 1.1k | 430.29 |
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| Johnson Controls Internation SHS (JCI) | 0.0 | $445k | 3.4k | 130.97 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $441k | +69% | 1.4k | 320.77 |
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| Delta Air Lines Com New (DAL) | 0.0 | $419k | 6.3k | 66.48 |
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| Comfort Systems USA (FIX) | 0.0 | $415k | 301.00 | 1376.99 |
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| Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) | 0.0 | $409k | 3.6k | 115.23 |
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| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.0 | $404k | +11% | 3.9k | 103.87 |
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| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $400k | 8.0k | 49.97 |
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| Verizon Communications (VZ) | 0.0 | $396k | -9% | 7.9k | 50.20 |
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| Republic Services (RSG) | 0.0 | $384k | 1.8k | 219.05 |
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| Netflix (NFLX) | 0.0 | $383k | -2% | 4.0k | 96.15 |
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| Raymond James Financial (RJF) | 0.0 | $377k | 2.6k | 144.80 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.0 | $369k | -53% | 4.5k | 81.99 |
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| Illinois Tool Works (ITW) | 0.0 | $368k | -3% | 1.4k | 260.36 |
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| At&t (T) | 0.0 | $358k | -4% | 12k | 28.99 |
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| Shell Spon Ads (SHEL) | 0.0 | $357k | 3.8k | 93.00 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $340k | -6% | 6.7k | 50.37 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $336k | +2% | 4.8k | 70.19 |
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| Chevron Corporation (CVX) | 0.0 | $329k | -3% | 1.6k | 206.92 |
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| Marriott Intl Cl A (MAR) | 0.0 | $326k | 995.00 | 327.20 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $318k | +36% | 4.1k | 77.12 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $311k | 4.0k | 78.41 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $297k | -12% | 1.4k | 211.11 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $292k | -4% | 583.00 | 500.01 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $289k | -18% | 2.6k | 113.10 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $284k | 2.1k | 138.38 |
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| Digital Realty Trust (DLR) | 0.0 | $275k | -8% | 1.5k | 180.23 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $275k | NEW | 7.2k | 38.42 |
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| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.0 | $266k | -9% | 6.1k | 43.74 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $256k | +5% | 393.00 | 652.47 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $256k | 2.6k | 97.13 |
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| Wec Energy Group (WEC) | 0.0 | $254k | -10% | 2.2k | 115.78 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $252k | NEW | 3.9k | 64.08 |
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| Oneok (OKE) | 0.0 | $252k | 2.8k | 90.41 |
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| Terex Corporation (TEX) | 0.0 | $250k | NEW | 4.2k | 59.11 |
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| Ea Series Trust Freedom 100 Em (FRDM) | 0.0 | $239k | NEW | 4.4k | 54.65 |
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| General Motors Company (GM) | 0.0 | $231k | 3.1k | 74.50 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $229k | -45% | 5.0k | 45.89 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $220k | -6% | 2.2k | 98.40 |
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| American Tower Reit (AMT) | 0.0 | $217k | +7% | 1.3k | 172.55 |
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| Heico Corp Cl A (HEI.A) | 0.0 | $216k | 1.0k | 211.09 |
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| Ishares Tr Us Consum Discre (IYC) | 0.0 | $215k | 2.2k | 96.91 |
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| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $213k | 15k | 13.79 |
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| Trane Technologies SHS (TT) | 0.0 | $203k | -6% | 487.00 | 417.05 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $203k | 1.8k | 114.96 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $202k | NEW | 1.4k | 145.92 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $201k | NEW | 1.4k | 146.28 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $200k | NEW | 2.1k | 97.22 |
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| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $100k | 12k | 8.66 |
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Past Filings by Blue Chip Partners
SEC 13F filings are viewable for Blue Chip Partners going back to 2014
- Blue Chip Partners 2026 Q1 filed May 15, 2026
- Blue Chip Partners 2025 Q4 filed Feb. 18, 2026
- Blue Chip Partners 2025 Q3 filed Nov. 17, 2025
- Blue Chip Partners 2025 Q2 filed Aug. 15, 2025
- Blue Chip Partners 2025 Q1 filed May 15, 2025
- Blue Chip Partners 2024 Q4 filed Jan. 31, 2025
- Blue Chip Partners 2024 Q3 filed Nov. 4, 2024
- Blue Chip Partners 2024 Q2 filed July 29, 2024
- Blue Chip Partners 2024 Q1 filed April 25, 2024
- Blue Chip Partners 2023 Q4 filed Feb. 5, 2024
- Blue Chip Partners 2023 Q3 filed Oct. 30, 2023
- Blue Chip Partners 2023 Q2 filed Aug. 2, 2023
- Blue Chip Partners 2023 Q1 filed May 1, 2023
- Blue Chip Partners 2022 Q4 filed Feb. 1, 2023
- Blue Chip Partners 2022 Q3 filed Oct. 27, 2022
- Blue Chip Partners 2022 Q2 filed Aug. 1, 2022