Blue Chip Partners, LLC
CIK: 0001632801SEC EDGAR →
Portfolio Value
$1.4B
Holdings
169
As of
Q4 2025
New Positions
9
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIDELITY MERRIMACK STR TR | 2,872,433 | $132.2M | 9.59% |
| 2 | ALPHABET INC | 193,609 | $60.8M | 4.41% |
| 3 | APPLE INC | 220,584 | $60.0M | 4.35% |
| 4 | BROADCOM INC | 168,607 | $58.4M | 4.23% |
| 5 | JPMORGAN CHASE & CO. | 152,403 | $49.1M | 3.56% |
| 6 | MICROSOFT CORP | 100,803 | $48.8M | 3.54% |
| 7 | CAPITAL GRP FIXED INCM ETF T | 1,635,685 | $44.8M | 3.25% |
| 8 | ABBVIE INC | 189,752 | $43.4M | 3.14% |
| 9 | ELI LILLY & CO | 35,185 | $37.8M | 2.74% |
| 10 | SELECT SECTOR SPDR TR | 768,613 | $34.4M | 2.49% |
Quarterly Changes
New Positions (13)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 67 | $448.8M | 32.6% |
| Technology | 17 | $238.3M | 17.3% |
| Healthcare | 11 | $157.8M | 11.4% |
| Consumer Cyclical | 14 | $149.3M | 10.8% |
| Industrials | 20 | $99.7M | 7.2% |
| Communication Services | 6 | $95.9M | 7.0% |
| Consumer Defensive | 7 | $67.6M | 4.9% |
| Unknown | 13 | $51.3M | 3.7% |
| Utilities | 5 | $47.1M | 3.4% |
| Real Estate | 3 | $18.0M | 1.3% |
| Energy | 5 | $4.7M | 0.3% |
| Basic Materials | 1 | $213K | 0.0% |