Blue Chip Partners, LLC

CIK

1632801

Location

FARMINGTON HILLS, MI

Portfolio Value

Small $103,277,204

Diversification

Diversified

Filing Date

Global Rank

#1,485 / 8,232 ▲ 143

Top Industry

Drug Manufacturers - General 10.7%

3Y Alpha vs SPY

-5.3%

Period ended 2 months ago

Filed May 15, 2026 · 30d

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

+54.2%

SPY

+76.3%

Annualised alpha

-5.3%

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

9 positions · $103,277,204 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Added	34,381	+1,830	$34,258,259	+22.0%	33.17%
PM	Philip Morris International Inc. Consumer Defensive	Added	167,288	+4,680	$27,659,397	+6.0%	26.78%
MNST	Monster Beverage Corp Consumer Defensive	Reduced	241,473	-934	$17,497,133	−5.9%	16.94%
PEP	Pepsico Inc Consumer Defensive	Added	85,497	+4,776	$13,276,829	+14.6%	12.86%
KO	Coca Cola Co Consumer Defensive	Reduced	45,601	-485	$3,467,956	+7.6%	3.36%
WMT	Walmart Inc. Consumer Defensive	Reduced	24,059	-213	$2,990,052	+10.6%	2.90%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	18,303	-707	$2,643,685	−3.0%	2.56%
TGT	Target Corp Consumer Defensive	Reduced	7,359	-3,085	$891,910	−12.6%	0.86%
CELH	Celsius Holdings, Inc. Consumer Defensive	Added	16,685	+2,210	$591,983	−10.6%	0.57%