Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Blue Chip Partners, LLC (CIK 1632801) reported $1.39B across 170 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FBND ($135.9M, 9.78%), AAPL ($56.1M, 4.04%), GOOG ($53.9M, 3.88%), AVGO ($52.1M, 3.75%), XLE ($47.5M, 3.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | $135.9M | 9.78% | 3.0M | Added |
| 2 | AAPL | APPLE INC | $56.1M | 4.04% | 221,135 | Added |
| 3 | GOOG | ALPHABET INC | $53.9M | 3.88% | 187,872 | Trimmed |
| 4 | AVGO | BROADCOM INC | $52.1M | 3.75% | 168,279 | Trimmed |
| 5 | XLE | SELECT SECTOR SPDR TR | $47.5M | 3.42% | 774,638 | Added |
| 6 | JPM | JPMORGAN CHASE & CO | $45.2M | 3.25% | 153,633 | Added |
| 7 | CGMU | CAPITAL GRP FIXED INCM ETF T | $44.9M | 3.23% | 1.7M | Added |
| 8 | ABBV | ABBVIE INC | $41.6M | 3.00% | 191,381 | Added |
| 9 | MSFT | MICROSOFT CORP | $37.8M | 2.72% | 102,117 | Added |
| 10 | PWR | QUANTA SVCS INC | $37.6M | 2.71% | 68,455 | Trimmed |
| 11 | KLAC | KLA CORP | $36.4M | 2.62% | 24,707 | Trimmed |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $34.3M | 2.47% | 34,381 | Added |
| 13 | LLY | ELI LILLY & CO | $32.6M | 2.35% | 35,447 | Added |
| 14 | TJX | TJX COS INC NEW | $31.8M | 2.29% | 199,174 | Added |
| 15 | WM | WASTE MGMT INC DEL | $31.3M | 2.26% | 136,356 | Added |
| 16 | ASML | ASML HLDG NV | $31.3M | 2.25% | 23,690 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $30.7M | 2.21% | 147,461 | Added |
| 18 | MRK | MERCK & CO INC | $30.1M | 2.16% | 249,913 | Added |
| 19 | V | VISA INC | $27.8M | 2.00% | 92,087 | Added |
| 20 | HD | HOME DEPOT INC | $27.6M | 1.99% | 84,040 | Added |
| 21 | PM | PHILIP MORRIS INTL INC | $27.7M | 1.99% | 167,288 | Added |
| 22 | ETN | EATON CORP PLC | $26.1M | 1.88% | 73,030 | Added |
| 23 | BLK | BLACKROCK INC | $26.2M | 1.88% | 27,197 | Added |
| 24 | ORLY | OREILLY AUTOMOTIVE INC | $25.6M | 1.84% | 276,916 | Added |
| 25 | SDVY | FIRST TR EXCHANGE TRADED FD | $24.0M | 1.72% | 607,551 | Added |
Source: SEC Form 13F filings · as of 2026-03-31