Blue Chip Partners, Inc. Portfolio Holdings

Blue Chip Partners, Inc.

  • $1.13 Billion
  • Q1 2025

Blue Chip Partners, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 160 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 $118M, Apple Inc. with a value of $48.3M, Jpmorgan Chase & CO with a value of $41.2M, Abb Vie Inc. with a value of $38.8M, and Microsoft Corp with a value of $37.3M.

Examining the 13F form we can see an decrease of $171K in the current position value, from $1.13B to 1.13B.

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

Portfolio value $1.13 Billion
ETFs: $274 Million
Technology: $162 Million
Healthcare: $151 Million
Financial Services: $116 Million
Consumer Defensive: $111 Million
Consumer Cyclical: $108 Million
Industrials: $88.6 Million
Utilities: $45.4 Million
Other: $68.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$48.3 Million 4.26% of portfolio
217,284
Q1 2025 Added 1.65%
$785B
$41.2 Million 3.64% of portfolio
167,880
Q1 2025 Reduced 1.82%
$325B
$38.8 Million 3.43% of portfolio
185,298
Q1 2025 Added 1.3%
$3.39T
$37.3 Million 3.29% of portfolio
99,279
Q1 2025 Added 0.12%
$92.6B
$36.9 Million 3.26% of portfolio
220,242
Q1 2025 Reduced 1.87%
$1.02T
$34.9 Million 3.09% of portfolio
223,528
Q1 2025 Added 0.54%
$224B
$32.3 Million 2.86% of portfolio
277,234
Q1 2025 Reduced 0.67%
$597B
$32.3 Million 2.85% of portfolio
92,132
Q1 2025 Added 0.71%
$454B
$31.1 Million 2.75% of portfolio
32,911
Q1 2025 Added 2.28%
$264B
$30.6 Million 2.7% of portfolio
192,787
Q1 2025 Added 0.79%
$94.4B
$29.2 Million 2.58% of portfolio
125,913
Q1 2025 Added 3.02%
$273B
$28.7 Million 2.53% of portfolio
54,716
Q1 2025 Added 4.19%
$390B
$28.4 Million 2.51% of portfolio
77,623
Q1 2025 Added 3.1%
$2.09T
$25.8 Million 2.28% of portfolio
135,488
Q1 2025 Added 4.69%
$236B
$25.3 Million 2.24% of portfolio
191,023
Q1 2025 Added 6.43%
$155B
$21.7 Million 1.92% of portfolio
178,269
Q1 2025 Added 5.98%
$76.3B
$20.8 Million 1.83% of portfolio
126,133
Q1 2025 Added 26.72%
$26.7B
$17.5 Million 1.55% of portfolio
126,846
Q1 2025 Added 1.24%
$193B
$17.1 Million 1.51% of portfolio
190,457
Q1 2025 Added 28.27%
$112B
$16.1 Million 1.42% of portfolio
23,666
Q1 2025 Added 17.22%
$39.6B
$14.8 Million 1.31% of portfolio
208,941
Q1 2025 Added 4.19%
$86.8B
$14.1 Million 1.24% of portfolio
9,818
Q1 2025 Added 5.77%
$720B
$14.1 Million 1.24% of portfolio
17,018
Q1 2025 Added 9.31%
$33.1B
$13.9 Million 1.23% of portfolio
237,393
Q1 2025 Added 3.77%
$45.4B
$13.7 Million 1.21% of portfolio
131,661
Q1 2025 Reduced 4.64%
$297B
$13.4 Million 1.18% of portfolio
20,157
Q1 2025 Added 29.34%
$147B
$12 Million 1.06% of portfolio
169,869
Q1 2025 Added 7.87%
$49.3B
$11.6 Million 1.03% of portfolio
45,679
Q1 2025 Reduced 19.41%
$79.8B
$11.5 Million 1.02% of portfolio
14,111
Q1 2025 Added 7.8%
$131B
$11.3 Million 1.0% of portfolio
41,582
Q1 2025 Reduced 15.8%
$182B
$10.8 Million 0.95% of portfolio
71,809
Q1 2025 Added 18.46%
$30.9B
$10.8 Million 0.95% of portfolio
330,800
Q1 2025 New
$18.2B
$8.91 Million 0.79% of portfolio
74,749
Q1 2025 Added 53.8%
$359B
$5.82 Million 0.51% of portfolio
139,547
Q1 2025 Reduced 79.33%
$234B
$5.76 Million 0.51% of portfolio
18,426
Q1 2025 Reduced 6.44%
$311B
$3.72 Million 0.33% of portfolio
51,937
Q1 2025 Reduced 4.98%
$387B
$3.44 Million 0.3% of portfolio
20,211
Q1 2025 Reduced 2.27%
$177B
$3.41 Million 0.3% of portfolio
17,546
Q1 2025 Reduced 0.76%
$133B
$3.43 Million 0.3% of portfolio
11,228
Q1 2025 Reduced 2.08%
$199B
$3.12 Million 0.28% of portfolio
23,529
Q1 2025 Added 0.0%
$5.9B
$2.94 Million 0.26% of portfolio
38,065
Q1 2025 Reduced 0.19%
$123B
$2.33 Million 0.21% of portfolio
5,217
Q1 2025 Reduced 4.26%
$146B
$2.25 Million 0.2% of portfolio
7,221
Q1 2025 Reduced 9.94%
$337B
$2.03 Million 0.18% of portfolio
18,712
Q1 2025 Added 22.36%
$396B
$2.01 Million 0.18% of portfolio
12,144
Q1 2025 Reduced 3.64%
$267B
$2.07 Million 0.18% of portfolio
23,596
Q1 2025 Reduced 1.79%
$993B
$1.95 Million 0.17% of portfolio
12,639
Q1 2025 Added 1.82%
$57B
$1.65 Million 0.15% of portfolio
6,959
Q1 2025 Reduced 1.39%
$11.9B
$1.69 Million 0.15% of portfolio
11,718
Q1 2025 Added 10.48%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $1.13 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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