Blue Chip Partners, LLC
Position in ADX — Adams Diversified Equity Fund, Inc.
CIK 1632801
FARMINGTON HILLS, MI
Position in ADX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$274,509
New position
Shares Held
10,744
first reported quarter
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#146
of 216 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Blue Chip Partners, LLC holds $27,889,600 across 5 Asset Management names. ADX ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
27,955 | $26,880,409 | |
| 2 | RJF |
Raymond James Financial Inc
|
2,614 | $397,406 | |
| 3 | ADX |
Adams Diversified Equity Fund, Inc.
This page
|
10,744 | $274,509 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
15,447 | $224,599 | |
| 5 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
11,486 | $112,677 |
All Filings in ADX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,509 | 10,744 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||