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Funds / Blue Chip Partners, LLC
Institutional Fund

Blue Chip Partners, LLC

Farmington Hills, MICIK 16328015 filings on record

Portfolio Value
$1.39B
Q1 2026
Holdings
170
Reported positions
New Buys
14
Opened this quarter
QoQ Change
+0.7%
from $1.38B

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Fidelity Merrimack Str Tr9.8%
  • Apple Inc4.0%
  • Alphabet Inc3.9%
  • Broadcom Inc3.7%
  • Select Sector Spdr Tr3.4%
  • Jpmorgan Chase & Co.3.3%
  • Other71.9%

Portfolio Holdings

170 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Fidelity Merrimack Str Tr2.98M$135.90M9.8%+106.6KAdded
2Apple Inc221.1K$56.12M4.0%+551Added
3Alphabet Inc187.9K$53.89M3.9%5.7KReduced
4Broadcom Inc168.3K$52.08M3.7%328Reduced
5Select Sector Spdr Tr774.6K$47.45M3.4%+6.0KAdded
6Jpmorgan Chase & Co.153.6K$45.19M3.3%+1.2KAdded
7Capital Grp Fixed Incm ETF T1.65M$44.88M3.2%+17.3KAdded
8Abbvie Inc191.4K$41.62M3.0%+1.6KAdded
9Microsoft Corp102.1K$37.80M2.7%+1.3KAdded
10Quanta Svcs Inc68.5K$37.58M2.7%241Reduced

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