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CIK: 0001632801
Total reported value
$1.6B
$1.6B
188 檔
17.4%
During the Q2 2024 filing period, Blue Chip Partners, LLC (CIK: 0001632801) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 188 reported positions.
During Q2 2024, Blue Chip Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.81% | -0.92% | +6.00% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.26% | -0.02% | +2.17% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.02% | -0.21% | +3.43% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.88% | +0.27% | +0.45% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.50% | +0.15% | +1.01% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.34% | -0.06% | +0.82% | |
| 7 | XLE | Ss Energy Select Sector | ETF-Other | 2.92% | -0.84% | +2.06% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 2.89% | +0.09% | +3.00% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.57% | -0.41% | +1.94% | |
| 10 | MS | Morgan Stanley | Stock-Financials | 2.56% | +0.10% | +3.00% | |
| 11 | BAC | Bank Of America CORP | Stock-Financials | 2.51% | — | +3.02% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.48% | -0.02% | +3.11% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.39% | -0.01% | +3.73% | |
| 14 | WM | Waste Management Inc | Stock-Industrials | 2.37% | -0.29% | +3.65% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 2.34% | +0.07% | +1.24% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 2.19% | +0.07% | +2.54% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | +0.04% | +7.20% | |
| 18 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.06% | -0.10% | +3.99% | |
| 19 | TGT | Target CORP | Stock-Consumer Disc | 2.00% | -0.02% | +4.93% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.94% | -0.21% | +5.74% | |
| 21 | IQLT | Ishares Msci International Q | ETF-Other | 1.91% | -0.01% | +6.85% | |
| 22 | BLKCHF | Blackrock Inc | Stock-Other | 1.87% | — | +4.06% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.86% | -0.09% | +4.47% | |
| 24 | ZTS | Zoetis Inc | Stock-Healthcare | 1.80% | — | — | |
| 25 | PM | Philip Morris International | Stock-Consumer Staples | 1.78% | -0.04% | +4.17% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 1.66% | -0.26% | +6.68% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 1.64% | — | +6.56% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.47% | -0.02% | EXIT | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 1.47% | — | -0.09% | |
| 30 | KLAC | Kla CORP | Stock-Tech | 1.44% | +1.81% | +11.22% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.43% | — | +7.44% | |
| 32 | ASML | ASML Holding N.V. | Stock-Tech | 1.34% | +0.64% | +12.38% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.33% | -0.01% | +0.19% | |
| 34 | DTE | Dte Energy Company | Stock-Utilities | 1.26% | -0.08% | +1.80% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.25% | +0.37% | +8.08% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 1.00% | -0.18% | +18.83% | |
| 37 | EQIX | Equinix Inc | Stock-Real Estate | 0.88% | — | +3.84% | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.87% | -1.81% | +9.11% | |
| 39 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.83% | — | +6.78% | |
| 40 | AMT | American Tower CORP | Stock-Real Estate | 0.80% | -0.01% | +8.32% | |
| 41 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.64% | -0.06% | -0.61% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.55% | +0.03% | -1.40% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.34% | +0.07% | -1.67% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.34% | -0.02% | -2.17% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.32% | — | -0.66% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.29% | +0.01% | -2.14% | |
| 47 | ADP | Automatic Data Processing | Stock-Tech | 0.27% | — | +0.25% | |
| 48 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.25% | -0.05% | -1.96% | |
| 49 | AMGN | Amgen Inc | Stock-Healthcare | 0.25% | — | -4.01% | |
| 50 | ADC | Agree Realty CORP | Stock-Real Estate | 0.24% | -0.03% | -0.80% |
According to official SEC Form 13F filings, Blue Chip Partners, LLC reported a total U.S. public equity portfolio value of $1.6B across 188 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including FBND, AAPL, MSFT) accounted for 17.4% of total reported equity market value during Q2 2024.
During Q2 2024, Blue Chip Partners, LLC's top holdings by market value included FBND (9.8%)、AAPL (4.3%)、MSFT (4.0%). The largest single position, FBND, represented 9.8% of total portfolio value.
In Q2 2024, Blue Chip Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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