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
GOOGL Alphabet Inc. Communication Services	$1.44T	$2.31 Million 0.2% of portfolio	13,126	Q2 2025 Added 3.85%
WMT Walmart Inc. Consumer Defensive	$281B	$2.35 Million 0.2% of portfolio	24,074	Q2 2025 Added 2.03%
LMT Lockheed Martin Corp Industrials	$124B	$2.33 Million 0.2% of portfolio	5,036	Q2 2025 Reduced 3.47%
PAG Penske Automotive Group, Inc. Consumer Cyclical	$12.7B	$2.03 Million 0.18% of portfolio	11,810	Q2 2025 Added 0.79%
DTM Dt Midstream, Inc. Energy	$10.3B	$1.94 Million 0.17% of portfolio	17,610	Q2 2025 Added 1.65%
XLK Technology Sector Spdr ETFs	$0	$2.01 Million 0.17% of portfolio	7,943	Q2 2025 Reduced 0.03%
JNJ Johnson & Johnson Healthcare	$464B	$1.87 Million 0.16% of portfolio	12,230	Q2 2025 Added 0.71%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$644B	$1.89 Million 0.16% of portfolio	3,891	Q2 2025 Added 19.87%
AMGN Amgen Inc Healthcare	$147B	$1.82 Million 0.16% of portfolio	6,534	Q2 2025 Reduced 9.51%
NSC Norfolk Southern Corp Industrials	$64.2B	$1.78 Million 0.15% of portfolio	6,943	Q2 2025 Reduced 0.23%
XLF Financial Sector Spdr ETFs	$0	$1.6 Million 0.14% of portfolio	30,637	Q2 2025 Reduced 8.12%
ADBE Adobe Inc. Technology	$161B	$1.63 Million 0.14% of portfolio	4,201	Q2 2025 Added 17.41%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$1.62 Million 0.14% of portfolio	12,182	Q2 2025 Added 1.32%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$1.49 Million 0.13% of portfolio	8,189	Q2 2025 Reduced 26.75%
XOM Exxon Mobil Corp Energy	$468B	$1.43 Million 0.12% of portfolio	13,239	Q2 2025 Added 9.69%
SYK Stryker Corp Healthcare	$143B	$1.44 Million 0.12% of portfolio	3,645	Q2 2025 Reduced 1.67%
XLV Select Sector Spdr Fund Health ETFs	$0	$1.37 Million 0.12% of portfolio	10,151	Q2 2025 Reduced 16.82%
CAT Caterpillar Inc Industrials	$230B	$1.43 Million 0.12% of portfolio	3,694	Q2 2025 Reduced 15.62%
JPST Jp Morgan ETF Tr Ultra Short I ETFs	$0	$1.42 Million 0.12% of portfolio	28,076	Q2 2025 Reduced 23.76%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.23 Million 0.11% of portfolio	2,167	Q2 2025 New
XLI Industrial Sector Spdr ETFs	$0	$1.26 Million 0.11% of portfolio	8,515	Q2 2025 Reduced 9.45%
QYLD Global X Fdsnasdaq 100 Covered ETFs	$0	$1.15 Million 0.1% of portfolio	68,653	Q2 2025 Added 1.49%
XYLD Global X Fds S&P 500 Covered C ETFs	$0	$1.14 Million 0.1% of portfolio	29,209	Q2 2025 Added 1.42%
VXF Vanguard Extended Market ETF ETFs	$0	$1.18 Million 0.1% of portfolio	6,107	Q2 2025 Added 1.09%
IBM International Business Machines Corp Technology	$230B	$1.15 Million 0.1% of portfolio	3,915	Q2 2025 Added 1.53%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$929,000 0.08% of portfolio	16,355	Q2 2025 Added 1.19%
META Meta Platforms, Inc. Communication Services	$1.69T	$912,000 0.08% of portfolio	1,236	Q2 2025 Added 16.38%
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$891,000 0.08% of portfolio	24,868	Q2 2025 Added 0.3%
QCOM Qualcomm Inc Technology	$181B	$851,000 0.07% of portfolio	5,349	Q2 2025 Reduced 19.6%
VUG Vanguard Growth ETF ETFs	$0	$770,000 0.07% of portfolio	1,758	Q2 2025 Added 5.52%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$845,000 0.07% of portfolio	1,992	Q2 2025 Added 8.44%
SOXX Ishares Semiconductor ETF ETFs	$0	$821,000 0.07% of portfolio	3,441	Q2 2025 Reduced 18.34%
CSCO Cisco Systems, Inc. Technology	$275B	$813,000 0.07% of portfolio	11,719	Q2 2025 Added 3.02%
UBER Uber Technologies, Inc Technology	$196B	$759,000 0.07% of portfolio	8,140	Q2 2025 Added 112.81%
DE Deere & CO Industrials	$142B	$800,000 0.07% of portfolio	1,574	Q2 2025 Added 1.35%
AON Aon PLC Financial Services	$75.3B	$715,000 0.06% of portfolio	2,005	Q2 2025 Added 0.96%
AMD Advanced Micro Devices Inc Technology	$260B	$719,000 0.06% of portfolio	5,072	Q2 2025 Added 60.1%
XLC Select Sector Spdr Tr Communic ETFs	$0	$676,000 0.06% of portfolio	6,229	Q2 2025 Added 21.54%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$737,000 0.06% of portfolio	17,071	Q2 2025 Added 0.84%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$738,000 0.06% of portfolio	1,339	Q2 2025 Added 75.03%
IAU Ishares Gold Trust ETFs	$58.8B	$646,000 0.06% of portfolio	10,375	Q2 2025 Added 83.14%
F Ford Motor CO Consumer Cyclical	$46.1B	$587,000 0.05% of portfolio	54,173	Q2 2025 Added 7.87%
TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$571,000 0.05% of portfolio	1,799	Q2 2025 Added 15.99%
CELH Celsius Holdings, Inc. Consumer Defensive	$4.24B	$542,000 0.05% of portfolio	11,701	Q2 2025 Added 2.37%
REVG Rev Group, Inc. Industrials	$3.58B	$599,000 0.05% of portfolio	12,603	Q2 2025 Reduced 19.15%
AEP American Electric Power CO Inc Utilities	$56.1B	$609,000 0.05% of portfolio	5,878	Q2 2025 Reduced 1.11%
CMA Comerica Inc Financial Services	$9B	$599,000 0.05% of portfolio	10,048	Q2 2025 Added 0.06%
IEFA Ishares Tr ETFs	$0	$636,000 0.05% of portfolio	7,624	Q2 2025 Reduced 3.58%
VTV Vanguard Value ETF ETFs	$0	$571,000 0.05% of portfolio	3,232	Q2 2025 Added 21.41%
VRTX Vertex Pharmaceuticals Inc Healthcare	$101B	$492,000 0.04% of portfolio	1,106	Q2 2025 Added 31.51%

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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Blue Chip Partners, Inc. Portfolio Holdings