Blue Chip Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.39B
Q ending 2026-03-31
Prior quarter
$1.38B
Q ending 2025-12-31
Change
+0.7% QoQ · +19.8% YoY
Positions
170
reported holdings
Largest positions
Top 100 of 170 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Fidelity Merrimack Str Tr | FBND | Shares | $135.9M | 3.0M |
| Apple Inc | AAPL | Shares | $56.1M | 221K |
| Alphabet Inc | GOOG | Shares | $53.9M | 188K |
| Broadcom Inc | AVGO | Shares | $52.1M | 168K |
| Select Sector Spdr Tr | XLE | Shares | $47.5M | 775K |
| Jpmorgan Chase & Co | JPM | Shares | $45.2M | 154K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $44.9M | 1.7M |
| Abbvie Inc | ABBV | Shares | $41.6M | 191K |
| Microsoft Corp | MSFT | Shares | $37.8M | 102K |
| Quanta Svcs Inc | PWR | Shares | $37.6M | 68K |
| Kla Corp | KLAC | Shares | $36.4M | 25K |
| Costco Wholesale Corporation | COST | Shares | $34.3M | 34K |
| Eli Lilly & Co | LLY | Shares | $32.6M | 35K |
| Tjx Cos Inc New | TJX | Shares | $31.8M | 199K |
| Waste Mgmt Inc Del | WM | Shares | $31.3M | 136K |
| Asml Hldg Nv | Shares | $31.3M | 24K | |
| Amazon Com Inc | AMZN | Shares | $30.7M | 147K |
| Merck & Co Inc | MRK | Shares | $30.1M | 250K |
| Visa Inc | V | Shares | $27.8M | 92K |
| Philip Morris Intl Inc | PM | Shares | $27.7M | 167K |
| Home Depot Inc | HD | Shares | $27.6M | 84K |
| Blackrock Inc | BLK | Shares | $26.2M | 27K |
| Eaton Corp Plc | Shares | $26.1M | 73K | |
| Oreilly Automotive Inc | ORLY | Shares | $25.6M | 277K |
| First Tr Exchange Traded Fd | SDVY | Shares | $24.0M | 608K |
| Intercontinental Exchange In | ICE | Shares | $23.8M | 151K |
| Abbott Laboratories | ABT | Shares | $21.4M | 209K |
| Vici Pptys Inc | VICI | Shares | $20.4M | 748K |
| Rollins Inc | ROL | Shares | $20.4M | 382K |
| T-Mobile Us Inc | TMUS | Shares | $19.8M | 94K |
| Dte Energy Co | DTE | Shares | $19.3M | 132K |
| Monster Beverage Corp New | MNST | Shares | $17.5M | 241K |
| Nextera Energy Inc | NEE | Shares | $16.9M | 182K |
| Xcel Energy Inc | XEL | Shares | $16.7M | 210K |
| Morgan Stanley | MS | Shares | $16.0M | 97K |
| Welltower Inc | WELL | Shares | $13.5M | 68K |
| Pepsico Inc | PEP | Shares | $13.3M | 85K |
| Ishares Tr | AGG | Shares | $10.7M | 108K |
| Palo Alto Networks Inc | PANW | Shares | $8.8M | 55K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $8.4M | 22K |
| J P Morgan Exchange Traded F | JPIE | Shares | $6.8M | 148K |
| Mcdonalds Corp | MCD | Shares | $5.1M | 16K |
| Bank America Corp | BAC | Shares | $4.9M | 101K |
| Rtx Corporation | RTX | Shares | $4.6M | 24K |
| Vanguard Specialized Funds | VIG | Shares | $4.3M | 20K |
| Nvidia Corporation | NVDA | Shares | $4.0M | 23K |
| Alphabet Inc | GOOGL | Shares | $3.7M | 13K |
| Coca Cola Co | KO | Shares | $3.5M | 46K |
| Walmart Inc | WMT | Shares | $3.0M | 24K |
| Johnson & Johnson | JNJ | Shares | $2.9M | 12K |
| Texas Instrs Inc | TXN | Shares | $2.9M | 15K |
| Agree Rlty Corp | ADC | Shares | $2.8M | 37K |
| Procter & Gamble Co | PG | Shares | $2.6M | 18K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $2.6M | 4K |
| Lockheed Martin Corp | LMT | Shares | $2.6M | 4K |
| Caterpillar Inc | CAT | Shares | $2.6M | 4K |
| Exxon Mobil Corp | XOM | Shares | $2.5M | 15K |
| Dt Midstream Inc | DTM | Shares | $2.4M | 17K |
| Select Sector Spdr Tr | XLK | Shares | $2.3M | 17K |
| Automatic Data Processing In | ADP | Shares | $2.1M | 10K |
| Union Pac Corp | UNP | Shares | $2.1M | 9K |
| Vanguard Whitehall Fds | VYM | Shares | $2.0M | 14K |
| Amgen Inc | AMGN | Shares | $2.0M | 6K |
| Global X Fds | QYLD | Shares | $1.8M | 106K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.8M | 4K |
| Norfolk Southn Corp | NSC | Shares | $1.8M | 6K |
| Global X Fds | XYLD | Shares | $1.8M | 45K |
| Select Sector Spdr Tr | XLF | Shares | $1.6M | 33K |
| Meta Platforms Inc | META | Shares | $1.6M | 3K |
| Penske Automotive Grp Inc | PAG | Shares | $1.6M | 10K |
| Ishares Tr | MUB | Shares | $1.5M | 14K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.4M | 7K |
| J P Morgan Exchange Traded F | JPST | Shares | $1.4M | 28K |
| Select Sector Spdr Tr | XLI | Shares | $1.3M | 8K |
| Vanguard Index Fds | VXF | Shares | $1.3M | 6K |
| Select Sector Spdr Tr | XLV | Shares | $1.2M | 8K |
| Vanguard Index Fds | VOO | Shares | $1.2M | 2K |
| Stryker Corporation | SYK | Shares | $1.2M | 4K |
| Advanced Micro Devices Inc | AMD | Shares | $1.2M | 6K |
| Fifth Third Bancorp | FITB | Shares | $1.2M | 26K |
| Viking Holdings Ltd | Shares | $1.2M | 16K | |
| Ishares Tr | SOXX | Shares | $1.1M | 3K |
| J P Morgan Exchange Traded F | JEPI | Shares | $1.1M | 19K |
| Select Sector Spdr Tr | XLRE | Shares | $1.1M | 27K |
| Intuitive Surgical Inc | ISRG | Shares | $1.0M | 2K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $1.0M | 4K |
| Micron Technology Inc | MU | Shares | $1.0M | 3K |
| Select Sector Spdr Tr | XLY | Shares | $999K | 9K |
| Dimensional Etf Trust | DFAC | Shares | $971K | 25K |
| Uber Technologies Inc | UBER | Shares | $949K | 13K |
| International Business Machs | IBM | Shares | $945K | 4K |
| Target Corp | TGT | Shares | $892K | 7K |
| Ishares Gold Tr | IAU | Shares | $892K | 10K |
| Cisco Sys Inc | CSCO | Shares | $863K | 11K |
| Deere & Co | DE | Shares | $853K | 2K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $846K | 2K |
| Tesla Inc | TSLA | Shares | $838K | 2K |
| Ishares Tr | IWF | Shares | $831K | 2K |
| Invesco Exchange Traded Fd T | RSPN | Shares | $822K | 14K |
| Regeneron Pharmaceuticals | REGN | Shares | $795K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.