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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$147B
$1.82 Million 0.16% of portfolio
6,534
Q2 2025 Reduced 9.51%
$64.2B
$1.78 Million 0.15% of portfolio
6,943
Q2 2025 Reduced 0.23%
$161B
$1.63 Million 0.14% of portfolio
4,201
Q2 2025 Added 17.41%
$468B
$1.43 Million 0.12% of portfolio
13,239
Q2 2025 Added 9.69%
$143B
$1.44 Million 0.12% of portfolio
3,645
Q2 2025 Reduced 1.67%
$230B
$1.43 Million 0.12% of portfolio
3,694
Q2 2025 Reduced 15.62%
$230B
$1.15 Million 0.1% of portfolio
3,915
Q2 2025 Added 1.53%
$1.69T
$912,000 0.08% of portfolio
1,236
Q2 2025 Added 16.38%
$181B
$851,000 0.07% of portfolio
5,349
Q2 2025 Reduced 19.6%
$275B
$813,000 0.07% of portfolio
11,719
Q2 2025 Added 3.02%
$196B
$759,000 0.07% of portfolio
8,140
Q2 2025 Added 112.81%
$142B
$800,000 0.07% of portfolio
1,574
Q2 2025 Added 1.35%
$75.3B
$715,000 0.06% of portfolio
2,005
Q2 2025 Added 0.96%
$260B
$719,000 0.06% of portfolio
5,072
Q2 2025 Added 60.1%
$46.1B
$587,000 0.05% of portfolio
54,173
Q2 2025 Added 7.87%
$1.29T
$571,000 0.05% of portfolio
1,799
Q2 2025 Added 15.99%
$3.58B
$599,000 0.05% of portfolio
12,603
Q2 2025 Reduced 19.15%
$56.1B
$609,000 0.05% of portfolio
5,878
Q2 2025 Reduced 1.11%
$9B
$599,000 0.05% of portfolio
10,048
Q2 2025 Added 0.06%
$101B
$492,000 0.04% of portfolio
1,106
Q2 2025 Added 31.51%
$81.1B
$432,000 0.04% of portfolio
1,751
Q2 2025 Reduced 23.9%
$72.1B
$451,000 0.04% of portfolio
1,830
Q2 2025 Reduced 0.11%
$61.3B
$495,000 0.04% of portfolio
4,911
Q2 2025 Reduced 12.62%
$535B
$490,000 0.04% of portfolio
366
Q2 2025 Added 62.67%
$58.4B
$489,000 0.04% of portfolio
1,496
Q2 2025 Reduced 1.19%
$211B
$434,000 0.04% of portfolio
15,019
Q2 2025 Added 57.66%
$3.15B
$476,000 0.04% of portfolio
4,626
Q2 2025 Added 97.1%
$126B
$363,000 0.03% of portfolio
1,526
Q2 2025 Added 7.39%
$35B
$301,000 0.03% of portfolio
2,890
Q2 2025 Reduced 16.13%
$184B
$400,000 0.03% of portfolio
9,262
Q2 2025 Added 1.59%
$3.41B
$309,000 0.03% of portfolio
4,000
Q4 2024 Reduced 27.27%
$89.6B
$391,000 0.03% of portfolio
1,773
Q2 2025 Added 6.17%
$86.1B
$315,000 0.03% of portfolio
1,153
Q2 2025 Reduced 5.65%
$815B
$310,000 0.03% of portfolio
1,421
Q2 2025 New
$556B
$356,000 0.03% of portfolio
634
Q2 2025 Added 20.3%
$42.3B
$346,000 0.03% of portfolio
2,690
Q2 2025 Reduced 30.83%
$74.3B
$401,000 0.03% of portfolio
3,799
Q2 2025 New
$142B
$322,000 0.03% of portfolio
1,384
Q2 2025 Added 4.61%
$36.2B
$396,000 0.03% of portfolio
2,585
Q2 2025 Added 0.78%
$37.5B
$307,000 0.03% of portfolio
6,251
Q2 2025 Added 5.38%
$61.4B
$311,000 0.03% of portfolio
594
Q2 2025 Added 60.54%
$184B
$261,000 0.02% of portfolio
332
Q2 2025 New
$0
$238,000 0.02% of portfolio
15,447
Q3 2023 Reduced 2.0%
$47.6B
$200,000 0.02% of portfolio
1,376
Q2 2025 New
$153B
$237,000 0.02% of portfolio
437
Q2 2025 New
$308B
$237,000 0.02% of portfolio
1,661
Q2 2025 Added 3.75%
$32.4B
$220,000 0.02% of portfolio
2,697
Q2 2025 Added 2.82%
$177B
$219,000 0.02% of portfolio
417
Q2 2025 Added 1.96%
$130B
$262,000 0.02% of portfolio
1,755
Q2 2025 Added 1.56%

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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