Blue Chip Partners, LLC Top Holdings and 13F Report (2026)

About Blue Chip Partners, LLC

Investment Activity

Blue Chip Partners, LLC has $1.39 billion in total holdings as of March 31, 2026.
Blue Chip Partners, LLC owns shares of 170 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 5.27% of the portfolio was purchased this quarter.
About 3.74% of the portfolio was sold this quarter.
This quarter, Blue Chip Partners, LLC has purchased 169 new stocks and bought additional shares in 79 stocks.
Blue Chip Partners, LLC sold shares of 70 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Fidelity Total Bond ETF: $135,903,144
Apple: $56,121,921
Alphabet: $53,892,969
Broadcom: $52,084,095
Energy Select Sector SPDR Fund: $47,454,353

Largest New Holdings this Quarter

95040Q104 - Welltower: $13,524,159 Holding
697435105 - Palo Alto Networks: $8,818,562 Holding
22788C105 - CrowdStrike: $8,416,459 Holding
316773100 - Fifth Third Bancorp: $1,186,998 Holding
46137V324 - Invesco S&P 500 Equal Weight Industrials ETF: $822,300 Holding

Largest Purchases this Quarter

Welltower: 68,404 shares (about $13.52M)
Palo Alto Networks: 55,006 shares (about $8.82M)
CrowdStrike: 21,558 shares (about $8.42M)
VICI Properties: 211,011 shares (about $5.76M)
T-Mobile US: 25,484 shares (about $5.35M)

Largest Sales this Quarter

UnitedHealth Group: 48,291 shares (about $13.07M)
Meta Platforms: 22,092 shares (about $12.64M)
Real Estate Select Sector SPDR Fund: 134,030 shares (about $5.47M)
Alphabet: 5,737 shares (about $1.65M)
KLA: 897 shares (about $1.32M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
FBND Fidelity Total Bond ETF	$135,903,144	$4,862,772 â–²	3.7%	2,979,026	9.8%	ETF
AAPL Apple	$56,121,921	$139,838 â–²	0.2%	221,135	4.0%	Computer and Technology
GOOG Alphabet	$53,892,969	$1,645,716 â–¼	-3.0%	187,872	3.9%	Computer and Technology
AVGO Broadcom	$52,084,095	$101,519 â–¼	-0.2%	168,279	3.7%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$47,454,353	$369,092 â–²	0.8%	774,638	3.4%	ETF
JPM JPMorgan Chase & Co.	$45,192,753	$361,817 â–²	0.8%	153,633	3.3%	Finance
CGMU Capital Group Municipal Income ETF	$44,878,974	$470,129 â–²	1.1%	1,653,001	3.2%	ETF
ABBV AbbVie	$41,623,552	$354,292 â–²	0.9%	191,381	3.0%	Medical
MSFT Microsoft	$37,800,701	$486,404 â–²	1.3%	102,117	2.7%	Computer and Technology
PWR Quanta Services	$37,583,155	$132,314 â–¼	-0.4%	68,455	2.7%	Construction
KLAC KLA	$36,379,377	$1,320,771 â–¼	-3.5%	24,707	2.6%	Computer and Technology
COST Costco Wholesale	$34,258,541	$1,823,482 â–²	5.6%	34,381	2.5%	Retail/Wholesale
LLY Eli Lilly and Company	$32,602,628	$240,976 â–²	0.7%	35,447	2.3%	Medical
TJX TJX Companies	$31,808,065	$707,790 â–²	2.3%	199,174	2.3%	Retail/Wholesale
WM Waste Management	$31,333,184	$815,523 â–²	2.7%	136,356	2.3%	Business Services
ASML ASML	$31,290,732	$509,845 â–¼	-1.6%	23,690	2.3%	Computer and Technology
AMZN Amazon.com	$30,711,654	$537,961 â–²	1.8%	147,461	2.2%	Retail/Wholesale
MRK Merck & Co., Inc.	$30,062,056	$611,555 â–²	2.1%	249,913	2.2%	Medical
V Visa	$27,832,411	$456,685 â–²	1.7%	92,087	2.0%	Business Services
PM Philip Morris International	$27,659,376	$773,791 â–²	2.9%	167,288	2.0%	Consumer Staples
HD Home Depot	$27,640,044	$1,494,154 â–²	5.7%	84,040	2.0%	Retail/Wholesale
BLACKROCK INC	$26,155,280	$868,413 â–²	3.4%	27,197	1.9%	COM
ETN Eaton	$26,120,776	$1,437,126 â–²	5.8%	73,030	1.9%	Industrials
ORLY O'Reilly Automotive	$25,562,072	$932,422 â–²	3.8%	276,916	1.8%	Retail/Wholesale
SDVY First Trust SMID Cap Rising Dividend Achievers ETF	$23,955,753	$659,270 â–²	2.8%	607,551	1.7%	ETF
ICE Intercontinental Exchange	$23,757,045	$1,192,972 â–²	5.3%	151,049	1.7%	Finance
ABT Abbott Laboratories	$21,426,277	$234,806 â–²	1.1%	208,691	1.5%	Medical
VICI VICI Properties	$20,432,494	$5,764,821 â–²	39.3%	747,895	1.5%	Finance
ROL Rollins	$20,423,231	$183,143 â–¼	-0.9%	382,386	1.5%	Construction
TMUS T-Mobile US	$19,812,463	$5,352,381 â–²	37.0%	94,332	1.4%	Computer and Technology
DTE DTE Energy	$19,259,549	$338,500 â–²	1.8%	131,716	1.4%	Utilities
MNST Monster Beverage	$17,497,116	$67,678 â–¼	-0.4%	241,473	1.3%	Consumer Staples
NEE NextEra Energy	$16,862,034	$325,824 â–²	2.0%	181,546	1.2%	Utilities
XEL Xcel Energy	$16,703,035	$392,274 â–²	2.4%	210,260	1.2%	Utilities
MS Morgan Stanley	$16,039,623	$877,815 â–¼	-5.2%	97,464	1.2%	Finance
WELL Welltower	$13,524,159	$13,524,159 â–²	New Holding	68,404	1.0%	Finance
PEP PepsiCo	$13,276,846	$741,666 â–²	5.9%	85,497	1.0%	Consumer Staples
AGG iShares Core U.S. Aggregate Bond ETF	$10,730,888	$325,109 â–¼	-2.9%	108,098	0.8%	Finance
PANW Palo Alto Networks	$8,818,562	$8,818,562 â–²	New Holding	55,006	0.6%	Computer and Technology
CRWD CrowdStrike	$8,416,459	$8,416,459 â–²	New Holding	21,558	0.6%	Computer and Technology
JPIE JPMorgan Income ETF	$6,797,993	$22,759 â–²	0.3%	147,558	0.5%	ETF
MCD McDonald's	$5,084,455	$104,735 â–¼	-2.0%	16,360	0.4%	Retail/Wholesale
BAC Bank of America	$4,912,147	$372,742 â–¼	-7.1%	100,762	0.4%	Finance
RTX RTX	$4,598,791	$2,508 â–²	0.1%	23,840	0.3%	Aerospace
VIG Vanguard Dividend Appreciation ETF	$4,334,244	$142,582 â–²	3.4%	20,154	0.3%	ETF
NVDA NVIDIA	$3,995,955	$12,208 â–²	0.3%	22,913	0.3%	Computer and Technology
GOOGL Alphabet	$3,652,599	$50,036 â–¼	-1.4%	12,702	0.3%	Computer and Technology
KO CocaCola	$3,467,960	$36,884 â–¼	-1.1%	45,601	0.2%	Consumer Staples
WALMART INC	$2,990,009	$26,471 â–¼	-0.9%	24,059	0.2%	COM
JNJ Johnson & Johnson	$2,922,510	$17,844 â–¼	-0.6%	11,956	0.2%	Medical
TXN Texas Instruments	$2,874,202	$112,600 â–¼	-3.8%	14,805	0.2%	Computer and Technology
ADC Agree Realty	$2,797,333	$33,921 â–¼	-1.2%	37,110	0.2%	Finance
PG Procter & Gamble	$2,643,620	$102,117 â–¼	-3.7%	18,303	0.2%	Consumer Staples
SPY SPDR S&P 500 ETF Trust	$2,632,113	$40,974 â–¼	-1.5%	4,047	0.2%	Finance
LMT Lockheed Martin	$2,630,379	$4,231 â–²	0.2%	4,352	0.2%	Aerospace
CAT Caterpillar	$2,623,916	$12,751 â–²	0.5%	3,704	0.2%	Industrials
XOM ExxonMobil	$2,528,766	$19,171 â–¼	-0.8%	14,905	0.2%	Energy
DTM DT Midstream	$2,353,669	$32,860 â–¼	-1.4%	17,477	0.2%	Energy
XLK Technology Select Sector SPDR Fund	$2,285,514	$136,623 â–²	6.4%	17,197	0.2%	ETF
ADP Automatic Data Processing	$2,123,834	$85,742 â–¼	-3.9%	10,453	0.2%	Computer and Technology
UNP Union Pacific	$2,112,667	$22,078 â–¼	-1.0%	8,708	0.2%	Transportation
VYM Vanguard High Dividend Yield ETF	$2,003,896	$65,459 â–¼	-3.2%	13,531	0.1%	Financial Services
AMGN Amgen	$1,982,791	$127,025 â–¼	-6.0%	5,635	0.1%	Medical
QYLD Global X Nasdaq 100 Covered Call ETF	$1,821,797	$444,135 â–²	32.2%	106,227	0.1%	Manufacturing
BRK.B Berkshire Hathaway	$1,820,002	$3,834 â–¼	-0.2%	3,798	0.1%	Finance
NSC Norfolk Southern	$1,786,767	$82,078 â–¼	-4.4%	6,226	0.1%	Transportation
XYLD Global X S&P 500 Covered Call ETF	$1,753,012	$425,771 â–²	32.1%	44,800	0.1%	ETF
XLF Financial Select Sector SPDR Fund	$1,645,330	$103,132 â–²	6.7%	33,327	0.1%	ETF
META Meta Platforms	$1,636,974	$12,640,346 â–¼	-88.5%	2,861	0.1%	Computer and Technology
PAG Penske Automotive Group	$1,556,812	$13,457 â–²	0.9%	10,412	0.1%	Retail/Wholesale
MUB iShares National Muni Bond ETF	$1,475,027	$969,764 â–²	191.9%	13,896	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$1,430,149	$71,968 â–¼	-4.8%	7,452	0.1%	ETF
JPST JPMorgan Ultra-Short Income ETF	$1,414,420	$13,969 â–¼	-1.0%	27,947	0.1%	ETF
XLI Industrial Select Sector SPDR Fund	$1,278,327	$203,458 â–¼	-13.7%	7,904	0.1%	ETF
VXF Vanguard Extended Market ETF	$1,264,177	$9,466 â–¼	-0.7%	6,143	0.1%	ETF
XLV Health Care Select Sector SPDR Fund	$1,243,329	$48,672 â–²	4.1%	8,481	0.1%	ETF
VOO Vanguard S&P 500 ETF	$1,211,093	$206,728 â–²	20.6%	2,027	0.1%	ETF
SYK Stryker	$1,191,320	$4,600 â–¼	-0.4%	3,626	0.1%	Medical
AMD Advanced Micro Devices	$1,190,066	$21,157 â–¼	-1.7%	5,850	0.1%	Computer and Technology
FITB Fifth Third Bancorp	$1,186,998	$1,186,998 â–²	New Holding	25,549	0.1%	Finance
VIKING HOLDINGS LTD	$1,160,984	$60,107 â–²	5.5%	15,800	0.1%	ORD SHS
SOXX iShares Semiconductor ETF	$1,105,962	$65,076 â–¼	-5.6%	3,365	0.1%	ETF
JEPI JPMorgan Equity Premium Income ETF	$1,097,928	$343,361 â–²	45.5%	19,371	0.1%	ETF
XLRE Real Estate Select Sector SPDR Fund	$1,083,636	$5,472,484 â–¼	-83.5%	26,540	0.1%	ETF
ISRG Intuitive Surgical	$1,048,292	$59,468 â–²	6.0%	2,274	0.1%	Medical
QQQM Invesco NASDAQ 100 ETF	$1,012,837	$125,238 â–²	14.1%	4,262	0.1%	ETF
MU Micron Technology	$1,012,408	$527,993 â–²	109.0%	2,997	0.1%	Computer and Technology
XLY Consumer Discretionary Select Sector SPDR Fund	$998,627	$836,022 â–¼	-45.6%	9,163	0.1%	Finance
DFAC Dimensional U.S. Core Equity 2 ETF	$971,270		0.0%	24,994	0.1%	ETF
UBER Uber Technologies	$948,973	$232,478 â–²	32.4%	13,193	0.1%	Computer and Technology
IBM International Business Machines	$945,435	$16,969 â–¼	-1.8%	3,900	0.1%	Computer and Technology
TGT Target	$891,922	$373,907 â–¼	-29.5%	7,359	0.1%	Retail/Wholesale
IAU iShares Gold Trust	$891,827	$22,393 â–¼	-2.4%	10,116	0.1%	Finance
CSCO Cisco Systems	$862,734	$1,164 â–¼	-0.1%	11,119	0.1%	Computer and Technology
DE Deere & Company	$852,742	$4,506 â–¼	-0.5%	1,514	0.1%	Industrials
VRTX Vertex Pharmaceuticals	$846,194	$91,094 â–²	12.1%	1,895	0.1%	Medical
TSLA Tesla	$838,297	$73,235 â–¼	-8.0%	2,255	0.1%	Auto/Tires/Trucks
IWF iShares Russell 1000 Growth ETF	$830,707	$46,909 â–²	6.0%	1,948	0.1%	ETF
RSPN Invesco S&P 500 Equal Weight Industrials ETF	$822,300	$822,300 â–²	New Holding	14,281	0.1%	ETF
REGN Regeneron Pharmaceuticals	$794,966	$64,895 â–²	8.9%	1,029	0.1%	Medical

Showing largest 100 holdings. View all holdings.

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Blue Chip Partners, LLC Top Holdings and 13F Report (2026)

About Blue Chip Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Blue Chip Partners, LLC Top Holdings and 13F Report (2026)

About Blue Chip Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBlue Chip Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools