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
$74.9B
$432,000 0.04% of portfolio
1,751
Q2 2025 Reduced 23.9%
$65.8B
$451,000 0.04% of portfolio
1,830
Q2 2025 Reduced 0.11%
$70.3B
$495,000 0.04% of portfolio
4,911
Q2 2025 Reduced 12.62%
$498B
$490,000 0.04% of portfolio
366
Q2 2025 Added 62.67%
$61.7B
$489,000 0.04% of portfolio
1,496
Q2 2025 Reduced 1.19%
$0
$499,000 0.04% of portfolio
2,299
Q2 2025 Reduced 7.04%
$0
$488,000 0.04% of portfolio
4,672
Q2 2025 Reduced 98.2%
$0
$483,000 0.04% of portfolio
1,377
Q2 2025 Added 0.22%
$176B
$434,000 0.04% of portfolio
15,019
Q2 2025 Added 57.66%
$2.16B
$476,000 0.04% of portfolio
4,626
Q2 2025 Added 97.1%
$120B
$363,000 0.03% of portfolio
1,526
Q2 2025 Added 7.39%
$0
$335,000 0.03% of portfolio
1,175
Q2 2025 New
$35.2B
$301,000 0.03% of portfolio
2,890
Q2 2025 Reduced 16.13%
$0
$300,000 0.03% of portfolio
6,944
Q2 2025 Reduced 55.25%
$167B
$400,000 0.03% of portfolio
9,262
Q2 2025 Added 1.59%
$2.8B
$309,000 0.03% of portfolio
4,000
Q4 2024 Reduced 27.27%
$0
$396,000 0.03% of portfolio
3,605
Q2 2025 Reduced 8.71%
$0
$350,000 0.03% of portfolio
3,996
Q2 2025 Reduced 1.02%
$0
$339,000 0.03% of portfolio
1,493
Q2 2025 Added 19.44%
$84.6B
$315,000 0.03% of portfolio
1,153
Q2 2025 Reduced 5.65%
$708B
$310,000 0.03% of portfolio
1,421
Q2 2025 New
$526B
$356,000 0.03% of portfolio
634
Q2 2025 Added 20.3%
$40.4B
$346,000 0.03% of portfolio
2,690
Q2 2025 Reduced 30.83%
$0
$296,000 0.03% of portfolio
3,315
Q2 2025 Added 7.04%
$78.8B
$401,000 0.03% of portfolio
3,799
Q2 2025 New
$0
$347,000 0.03% of portfolio
3,154
Q2 2025 Added 0.06%
$135B
$322,000 0.03% of portfolio
1,384
Q2 2025 Added 4.61%
$34.1B
$396,000 0.03% of portfolio
2,585
Q2 2025 Added 0.78%
$0
$311,000 0.03% of portfolio
2,845
Q1 2025 Reduced 42.76%
$36.8B
$307,000 0.03% of portfolio
6,251
Q2 2025 Added 5.38%
$0
$332,000 0.03% of portfolio
1,702
Q2 2025 Added 0.18%
$69.9B
$311,000 0.03% of portfolio
594
Q2 2025 Added 60.54%
$188B
$261,000 0.02% of portfolio
332
Q2 2025 New
$0
$238,000 0.02% of portfolio
15,447
Q3 2023 Reduced 2.0%
$0
$252,000 0.02% of portfolio
3,209
Q2 2025 Added 0.98%
$42.2B
$200,000 0.02% of portfolio
1,376
Q2 2025 New
$0
$227,000 0.02% of portfolio
366
Q2 2025 New
$0
$219,000 0.02% of portfolio
2,205
Q2 2025 New
$189B
$237,000 0.02% of portfolio
437
Q2 2025 New
$309B
$237,000 0.02% of portfolio
1,661
Q2 2025 Added 3.75%
$0
$260,000 0.02% of portfolio
2,025
Q2 2025 Added 10.11%
$29.9B
$220,000 0.02% of portfolio
2,697
Q2 2025 Added 2.82%
$0
$255,000 0.02% of portfolio
6,179
Q2 2025 Reduced 4.57%
$0
$261,000 0.02% of portfolio
3,440
Q2 2025 Reduced 92.7%
$0
$250,000 0.02% of portfolio
3,062
Q2 2025 Reduced 14.92%
$159B
$219,000 0.02% of portfolio
417
Q2 2025 Added 1.96%
$0
$209,000 0.02% of portfolio
7,909
Q2 2025 Reduced 2.07%
$127B
$256,000 0.02% of portfolio
843
Q2 2025 Reduced 73.04%
$104B
$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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