Blue Chip Partners, Inc. Portfolio Holdings

Blue Chip Partners, Inc.

  • $1.16 Billion
  • Q2 2025

Blue Chip Partners, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 162 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $121M, Broadcom Inc. with a value of $58.9M, Microsoft Corp with a value of $50.2M, Apple Inc. with a value of $45.6M, and Jpmorgan Chase & CO with a value of $44.6M.

Examining the 13F form we can see an increase of $25.6M in the current position value, from $1.13B to 1.16B.

Below you can find more details about Blue Chip Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.16 Billion
ETFs: $218 Million
Technology: $210 Million
Healthcare: $137 Million
Financial Services: $125 Million
Industrials: $116 Million
Consumer Cyclical: $115 Million
Consumer Defensive: $112 Million
Communication Services: $44.3 Million
Other: $74.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$121 Million 10.42% of portfolio
2,636,194
Q2 2025 Added 2.21%
$127B
$58.9 Million 5.09% of portfolio
213,854
Q2 2025 Reduced 2.9%
$3.95T
$50.2 Million 4.34% of portfolio
100,870
Q2 2025 Added 1.6%
$3.69T
$45.6 Million 3.94% of portfolio
222,439
Q2 2025 Added 2.37%
$859B
$44.6 Million 3.85% of portfolio
153,793
Q2 2025 Reduced 8.39%
$1.24T
$39.7 Million 3.43% of portfolio
224,049
Q2 2025 Added 0.23%
$250B
$37.9 Million 3.27% of portfolio
268,859
Q2 2025 Reduced 3.02%
$351B
$34.9 Million 3.02% of portfolio
188,273
Q2 2025 Added 1.61%
$439B
$32 Million 2.77% of portfolio
32,345
Q2 2025 Reduced 1.72%
$551B
$31.5 Million 2.72% of portfolio
88,620
Q2 2025 Reduced 3.81%
$0
$31.2 Million 2.7% of portfolio
368,031
Q2 2025 Added 3.38%
$2.26T
$30.8 Million 2.66% of portfolio
140,223
Q2 2025 Added 3.49%
$405B
$29.2 Million 2.52% of portfolio
79,537
Q2 2025 Added 2.47%
$95.6B
$29 Million 2.5% of portfolio
126,582
Q2 2025 Added 0.53%
$261B
$27.2 Million 2.35% of portfolio
149,547
Q2 2025 Reduced 22.43%
$229B
$26.5 Million 2.29% of portfolio
194,729
Q2 2025 Added 1.94%
$145B
$23.1 Million 2.0% of portfolio
64,816
Q2 2025 Added 55.88%
$133B
$22.9 Million 1.98% of portfolio
25,523
Q2 2025 Added 7.85%
$155B
$22.8 Million 1.97% of portfolio
184,933
Q2 2025 Added 3.74%
$135B
$21.2 Million 1.84% of portfolio
92,321
Q2 2025 Added 5.26%
$70.1B
$20.4 Million 1.76% of portfolio
130,722
Q2 2025 Added 3.64%
$0
$19.1 Million 1.65% of portfolio
540,503
Q2 2025 Added 44.99%
$295B
$18 Million 1.56% of portfolio
22,501
Q2 2025 Added 11.63%
$48.9B
$17.7 Million 1.53% of portfolio
179,064
Q2 2025 Added 36.0%
$203B
$17.1 Million 1.48% of portfolio
216,597
Q2 2025 Added 13.72%
$27.1B
$16.8 Million 1.46% of portfolio
127,134
Q2 2025 Added 0.23%
$245B
$15.8 Million 1.36% of portfolio
50,538
Q2 2025 Reduced 7.64%
$608B
$15.5 Million 1.34% of portfolio
19,855
Q2 2025 Added 16.67%
$33.7B
$14.9 Million 1.29% of portfolio
237,965
Q2 2025 Added 0.24%
$39.6B
$14.1 Million 1.22% of portfolio
207,062
Q2 2025 Reduced 0.9%
$6.4B
$13.4 Million 1.16% of portfolio
149,117
Q2 2025 Added 1,418.81%
$141B
$12.1 Million 1.04% of portfolio
174,125
Q2 2025 Added 2.51%
$71.7B
$11.6 Million 1.0% of portfolio
14,607
Q2 2025 Added 3.51%
$31.7B
$11.3 Million 0.98% of portfolio
347,814
Q2 2025 Added 5.14%
$0
$10.7 Million 0.93% of portfolio
108,209
Q2 2025 Reduced 5.11%
$202B
$10.1 Million 0.88% of portfolio
76,812
Q2 2025 Added 6.97%
$19B
$9.69 Million 0.84% of portfolio
79,867
Q2 2025 Added 6.85%
$0
$6.65 Million 0.57% of portfolio
143,595
Q2 2025 Reduced 1.91%
$381B
$5.59 Million 0.48% of portfolio
118,191
Q2 2025 Reduced 15.3%
$222B
$5.34 Million 0.46% of portfolio
18,274
Q2 2025 Reduced 0.82%
$456B
$3.66 Million 0.32% of portfolio
23,184
Q2 2025 Added 23.9%
$306B
$3.6 Million 0.31% of portfolio
50,859
Q2 2025 Reduced 2.08%
$229B
$3.5 Million 0.3% of portfolio
23,973
Q2 2025 Added 1.89%
$124B
$3.46 Million 0.3% of portfolio
11,216
Q2 2025 Reduced 0.11%
$177B
$3.36 Million 0.29% of portfolio
17,282
Q2 2025 Reduced 1.5%
$368B
$3.23 Million 0.28% of portfolio
20,285
Q2 2025 Added 0.37%
$0
$2.99 Million 0.26% of portfolio
16,394
Q2 2025 Added 0.48%
$5.79B
$2.78 Million 0.24% of portfolio
38,024
Q2 2025 Reduced 0.11%
$0
$2.59 Million 0.22% of portfolio
4,184
Q2 2025 Added 15.13%

Summary

  • Portfolio
  • No. of Stocks 162
  • Current Value $1.16 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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