Blue Chip Partners, LLC

CIK

1632801

Location

FARMINGTON HILLS, MI

Portfolio Value

Mid $1,022,749,596

Diversification

Diversified

Filing Date

Global Rank

#1,485 / 8,232 ▲ 143

Top Industry

Drug Manufacturers - General 10.7%

3Y Alpha vs SPY

-5.4%

Period ended 2 months ago

Filed May 15, 2026 · 29d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+54.0%

SPY

+76.5%

Annualised alpha

-5.4%

Max drawdown

−15.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

112 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.5%

−0.4 pts

Top 5

22.8%

−2.9 pts

Top 10

39.6%

−2.3 pts

HHI

284

Diversified−17

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.1%	$246,644,519	19
Financial Services	14.5%	$148,739,183	14
Consumer Cyclical	14.4%	$147,444,413	14
Healthcare	13.2%	$135,048,476	11
Industrials	11.1%	$113,140,668	18
Consumer Defensive	10.1%	$103,277,204	9
Utilities	5.3%	$53,858,383	5
Real Estate	3.6%	$37,246,266	5
Communication Services	2.6%	$26,786,826	7
Energy	0.6%	$5,819,848	5
Unclassified	0.5%	$4,743,810	5

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VICI	Vici Properties Inc.	+211,011	747,895	$20,432,491
TMUS	T-Mobile US, Inc.	+25,484	94,332	$19,812,549
ORLY	O Reilly Automotive Inc	+10,101	276,916	$25,562,115
ICE	Intercontinental Exchange, Inc.	+7,585	151,049	$23,756,986
MRK	Merck & Co., Inc.	+5,084	249,913	$30,062,034
XEL	Xcel Energy Inc	+4,938	210,260	$16,703,054
PEP	Pepsico Inc	+4,776	85,497	$13,276,829
PM	Philip Morris International Inc.	+4,680	167,288	$27,659,397
HD	Home Depot, Inc.	+4,543	84,040	$27,639,915
TJX	Tjx Companies Inc /De/	+4,432	199,174	$31,808,087
ETN	Eaton Corp plc	+4,018	73,030	$26,120,640
WM	Waste Management Inc	+3,549	136,356	$31,333,245
NEE	Nextera Energy Inc	+3,508	181,546	$16,861,992
UBER	Uber Technologies, Inc	+3,232	13,193	$948,972
CAVA	Cava Group, Inc.	+3,107	9,822	$794,599
AMZN	Amazon Com Inc	+2,583	147,461	$30,711,702
DTE	Dte Energy Co	+2,315	131,716	$19,259,513
ABT	Abbott Laboratories	+2,287	208,691	$21,426,304
CELH	Celsius Holdings, Inc.	+2,210	16,685	$591,983
COST	Costco Wholesale Corp /New	+1,830	34,381	$34,258,259
ABBV	AbbVie Inc.	+1,629	191,381	$41,623,453
MU	Micron Technology Inc	+1,563	2,997	$1,012,506
V	Visa Inc.	+1,511	92,087	$27,832,374
MSFT	Microsoft Corp	+1,314	102,117	$37,800,649
JPM	Jpmorgan Chase & Co	+1,230	153,633	$45,192,683
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
UNH	Unitedhealth Group Inc	−48,291	2,023	$547,403
META	Meta Platforms, Inc.	−22,092	2,861	$1,636,863
BAC	Bank Of America Corp /De/	−7,646	100,762	$4,912,147
MS	Morgan Stanley	−5,334	97,464	$16,039,650
ROL	Rollins Inc	−3,429	382,386	$20,423,236
TGT	Target Corp	−3,085	7,359	$891,910
ADBE	Adobe Inc.	−1,123	2,461	$598,219
MNST	Monster Beverage Corp	−934	241,473	$17,497,133
KLAC	Kla Corp	−897	24,707	$36,378,833
VZ	Verizon Communications Inc	−827	7,896	$396,379
QCOM	Qualcomm Inc/De	−724	3,930	$506,105
PG	PROCTER & GAMBLE Co	−707	18,303	$2,643,685
T	At&T Inc.	−620	12,343	$357,823
TXN	Texas Instruments Inc	−580	14,805	$2,874,242
KO	Coca Cola Co	−485	45,601	$3,467,956
ADC	Agree Realty Corp	−450	37,110	$2,797,351
ADP	Automatic Data Processing Inc	−422	10,453	$2,123,840
ASML	Asml Holding NV	−386	23,690	$31,290,462
AMGN	Amgen Inc	−361	5,635	$1,982,674
MCD	Mcdonalds Corp	−337	16,360	$5,084,524
AVGO	Broadcom Inc.	−328	168,279	$52,084,033
NSC	Norfolk Southern Corp	−286	6,226	$1,786,862
WEC	Wec Energy Group, Inc.	−263	2,192	$253,767
IAU	Ishares Gold Trust	−254	10,116	$891,826
DTM	DT Midstream, Inc.	−244	17,477	$2,353,627
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
WELL	Welltower Inc.	68,404	$13,524,154
PANW	Palo Alto Networks Inc	55,006	$8,818,561
CRWD	CrowdStrike Holdings, Inc.	21,558	$8,416,458
FITB	Fifth Third Bancorp	25,549	$1,187,006
SPOT	Spotify Technology S.A.	1,130	$547,948
IBIT	iShares Bitcoin Trust ETF	7,150	$274,703
TEX	Terex Corp	4,232	$250,111
PLTR	Palantir Technologies Inc.	1,374	$200,988
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	1,329	$259,035
INTU	Intuit Inc.	331	$219,261
TGLS	Tecnoglass Inc.	4,250	$213,860
HON	Honeywell International Inc	1,078	$210,307
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

112 positions · $1,022,749,596 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 112 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	221,135	+551	$56,121,851	−6.4%	5.49%
AVGO	Broadcom Inc. Technology	Reduced	168,279	-328	$52,084,033	−10.7%	5.09%
JPM	Jpmorgan Chase & Co Financial Services	Added	153,633	+1,230	$45,192,683	−8.0%	4.42%
ABBV	AbbVie Inc. Healthcare	Added	191,381	+1,629	$41,623,453	−4.0%	4.07%
MSFT	Microsoft Corp Technology	Added	102,117	+1,314	$37,800,649	−22.5%	3.70%
PWR	Quanta Services, Inc. Industrials	Reduced	68,455	-241	$37,583,164	+29.6%	3.67%
KLAC	Kla Corp Technology	Reduced	24,707	-897	$36,378,833	+16.9%	3.56%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	34,381	+1,830	$34,258,259	+22.0%	3.35%
LLY	ELI LILLY & Co Healthcare	Added	35,447	+262	$32,603,087	−13.8%	3.19%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	199,174	+4,432	$31,808,087	+6.3%	3.11%
WM	Waste Management Inc Industrials	Added	136,356	+3,549	$31,333,245	+7.4%	3.06%
ASML	Asml Holding NV Technology	Reduced	23,690	-386	$31,290,462	+21.5%	3.06%
AMZN	Amazon Com Inc Consumer Cyclical	Added	147,461	+2,583	$30,711,702	−8.2%	3.00%
MRK	Merck & Co., Inc. Healthcare	Added	249,913	+5,084	$30,062,034	+16.7%	2.94%
V	Visa Inc. Financial Services	Added	92,087	+1,511	$27,832,374	−12.4%	2.72%
PM	Philip Morris International Inc. Consumer Defensive	Added	167,288	+4,680	$27,659,397	+6.0%	2.70%
HD	Home Depot, Inc. Consumer Cyclical	Added	84,040	+4,543	$27,639,915	+1.0%	2.70%
BLK	BlackRock, Inc. Financial Services	Added	27,197	+903	$26,155,626	−7.1%	2.56%
ETN	Eaton Corp plc Industrials	Added	73,030	+4,018	$26,120,640	+18.8%	2.55%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	276,916	+10,101	$25,562,115	+5.0%	2.50%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	151,049	+7,585	$23,756,986	+2.2%	2.32%
ABT	Abbott Laboratories Healthcare	Added	208,691	+2,287	$21,426,304	−17.1%	2.09%
VICI	Vici Properties Inc. Real Estate	Added	747,895	+211,011	$20,432,491	+35.3%	2.00%
ROL	Rollins Inc Consumer Cyclical	Reduced	382,386	-3,429	$20,423,236	−11.8%	2.00%
TMUS	T-Mobile US, Inc. Communication Services	Added	94,332	+25,484	$19,812,549	+41.7%	1.94%
DTE	Dte Energy Co Utilities	Added	131,716	+2,315	$19,259,513	+15.4%	1.88%
MNST	Monster Beverage Corp Consumer Defensive	Reduced	241,473	-934	$17,497,133	−5.9%	1.71%
NEE	Nextera Energy Inc Utilities	Added	181,546	+3,508	$16,861,992	+18.0%	1.65%
XEL	Xcel Energy Inc Utilities	Added	210,260	+4,938	$16,703,054	+10.1%	1.63%
MS	Morgan Stanley Financial Services	Reduced	97,464	-5,334	$16,039,650	−12.1%	1.57%
WELL	Welltower Inc. Real Estate	NEW	68,404	NEW	$13,524,154	NEW	1.32%
PEP	Pepsico Inc Consumer Defensive	Added	85,497	+4,776	$13,276,829	+14.6%	1.30%
PANW	Palo Alto Networks Inc Technology	NEW	55,006	NEW	$8,818,561	NEW	0.86%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	21,558	NEW	$8,416,458	NEW	0.82%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	16,360	-337	$5,084,524	−0.4%	0.50%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	100,762	-7,646	$4,912,147	−17.6%	0.48%
RTX	RTX Corp Industrials	Added	23,840	+13	$4,598,736	+5.2%	0.45%
NVDA	Nvidia Corp Technology	Added	22,913	+70	$3,996,027	−6.2%	0.39%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,702	-174	$3,652,587	−9.4%	0.36%
KO	Coca Cola Co Consumer Defensive	Reduced	45,601	-485	$3,467,956	+7.6%	0.34%
WMT	Walmart Inc. Consumer Defensive	Reduced	24,059	-213	$2,990,052	+10.6%	0.29%
JNJ	Johnson & Johnson Healthcare	Reduced	11,956	-73	$2,922,524	+17.4%	0.29%
TXN	Texas Instruments Inc Technology	Reduced	14,805	-580	$2,874,242	+7.7%	0.28%
ADC	Agree Realty Corp Real Estate	Reduced	37,110	-450	$2,797,351	+3.4%	0.27%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	18,303	-707	$2,643,685	−3.0%	0.26%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,047	-63	$2,631,925	−6.1%	0.26%
LMT	Lockheed Martin Corp Industrials	Added	4,352	+7	$2,630,305	+25.2%	0.26%
CAT	Caterpillar Inc Industrials	Added	3,704	+18	$2,624,135	+24.3%	0.26%
XOM	Exxon Mobil Corp Energy	Reduced	14,905	-113	$2,528,782	+39.9%	0.25%
DTM	DT Midstream, Inc. Energy	Reduced	17,477	-244	$2,353,627	+11.0%	0.23%