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CIK: 0001632801
Total reported value
$1.6B
$1.6B
162 檔
20.2%
According to the latest 13F quarterly dataset, Blue Chip Partners, LLC managed an equity portfolio of $1.6B at the end of Q2 2025, spanning 162 distinct U.S. exchange-listed positions.
In Q2 2025, Blue Chip Partners, LLC displayed an active expansion posture, initiating 12 new positions and adding to 97 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.83% | -0.92% | +2.21% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.80% | +0.15% | -2.90% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.09% | -0.21% | +1.60% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.72% | -0.02% | +2.37% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.63% | -0.06% | -8.39% | |
| 6 | CGMU | Cap Group Municipal Income | ETF-Other | 3.30% | -0.48% | +2093.04% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.24% | +0.27% | +0.23% | |
| 8 | MS | Morgan Stanley | Stock-Financials | 3.09% | +0.10% | -3.02% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.85% | +0.09% | +1.61% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.61% | -0.41% | -1.72% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 2.56% | +0.07% | -3.81% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 2.54% | -0.84% | +3.38% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.51% | +0.04% | +3.49% | |
| 14 | HD | Home Depot Inc | Stock-Consumer Disc | 2.38% | -0.01% | +2.47% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 2.36% | -0.29% | +0.53% | |
| 16 | BLK | Blackrock Inc | Stock-Financials | 2.25% | -0.18% | +0.30% | |
| 17 | PM | Philip Morris International | Stock-Consumer Staples | 2.22% | -0.04% | -22.43% | |
| 18 | ABT | Abbott Laboratories | Stock-Healthcare | 2.16% | -0.26% | +1.94% | |
| 19 | PWR | Quanta Services Inc | Stock-Industrials | 2.07% | +0.25% | +47.24% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 1.89% | +0.12% | +55.88% | |
| 21 | KLAC | Kla CORP | Stock-Tech | 1.86% | +1.81% | +7.85% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.86% | -0.35% | +3.74% | |
| 23 | UNP | Union Pacific CORP | Stock-Industrials | 1.73% | — | +5.26% | |
| 24 | ZTS | Zoetis Inc | Stock-Healthcare | 1.66% | — | +3.64% | |
| 25 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.55% | -0.02% | +44.99% | |
| 26 | ASML | ASML Holding N.V. | Stock-Tech | 1.47% | +0.64% | +11.63% | |
| 27 | TGT | Target CORP | Stock-Consumer Disc | 1.44% | -0.02% | +36.00% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.40% | -0.09% | +13.72% | |
| 29 | DTE | Dte Energy Company | Stock-Utilities | 1.37% | -0.08% | +0.23% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.28% | -0.02% | -7.64% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.26% | +0.37% | +16.67% | |
| 32 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.21% | +0.18% | +0.24% | |
| 33 | XEL | Xcel Energy Inc | Stock-Utilities | 1.15% | -0.12% | -0.90% | |
| 34 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.09% | -1.81% | +1418.81% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.98% | -0.18% | +2.51% | |
| 36 | EQIX | Equinix Inc | Stock-Real Estate | 0.95% | — | +3.52% | |
| 37 | VICI | Vici Properties Inc | Stock-Real Estate | 0.92% | -0.10% | +5.14% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.87% | +0.03% | -5.11% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.83% | -0.21% | +6.97% | |
| 40 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.79% | — | +6.85% | |
| 41 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.54% | -0.06% | -1.91% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.46% | — | -15.30% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.10% | -0.82% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | +0.54% | +23.90% | |
| 45 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.29% | -0.02% | -2.08% | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.29% | +0.07% | -1.50% | |
| 47 | RTX | Rtx CORP | Stock-Industrials | 0.29% | -0.04% | +1.89% | |
| 48 | ADP | Automatic Data Processing | Stock-Tech | 0.28% | — | -0.11% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.27% | +0.01% | +0.48% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | — | +0.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGMU | Cap Group Municipal Income | +3.1% | +2093.04% | Add |
| 2 | AVGO | Broadcom Inc | +1.6% | -2.90% | Trim |
| 3 | PWR | Quanta Services Inc | +1.1% | +47.24% | Add |
| 4 | ETN | Eaton Corporation plc | +0.9% | +55.88% | Add |
| 5 | MSFT | Microsoft CORP | +0.9% | +1.60% | Add |
| 6 | KLAC | Kla CORP | +0.5% | +7.85% | Add |
| 7 | SDVY | First Trust Smid Cap Rising | +0.5% | +44.99% | Add |
| 8 | ASML | ASML Holding N.V. | +0.3% | +11.63% | Add |
| 9 | MS | Morgan Stanley | +0.3% | -3.02% | Trim |
| 10 | AMZN | Amazon.com Inc | +0.3% | +3.49% | Add |
| 11 | TGT | Target CORP | +0.3% | +36.00% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +0.23% | Add |
| 13 | NVDA | Nvidia CORP | +0.1% | +23.90% | Add |
| 14 | BLK | Blackrock Inc | +0.1% | +0.30% | Add |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -8.39% | Trim |
| 17 | LLY | Eli Lilly & Co | +0.1% | +16.67% | Add |
| 18 | UBER | Uber Technologies Inc | 0% | +112.81% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +15.13% | Add |
| 20 | JNJ | Johnson & Johnson | 0% | NEW | New buy |
| 21 | AMD | Advanced Micro Devices | 0% | +60.10% | Add |
| 22 | QQQ | Invesco Qqq Trust Series 1 | 0% | +75.03% | Add |
| 23 | VV | Vanguard Large-cap ETF | 0% | NEW | New buy |
| 24 | ORCL | Oracle CORP | 0% | NEW | New buy |
| 25 | GPC | Genuine Parts Co | 0% | +6.85% | Add |
| 26 | TXN | Texas Instruments Inc | 0% | -1.50% | Trim |
| 27 | RTX | Rtx CORP | 0% | +1.89% | Add |
| 28 | XLK | Ss Technology Select Sector | 0% | -0.03% | Trim |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | +3.85% | Add |
| 30 | PAG | Penske Automotive Group Inc | 0% | +0.79% | Add |
| 31 | IAU | Ishares Gold Trust | 0% | +83.14% | Add |
| 32 | META | Meta Platforms Inc-class A | 0% | +16.38% | Add |
| 33 | NFLX | Netflix Inc | 0% | +62.67% | Add |
| 34 | DTM | Dt Midstream Inc | 0% | +1.65% | Add |
| 35 | INTU | Intuit Inc | 0% | NEW | New buy |
| 36 | TT | Trane Technologies plc | 0% | NEW | New buy |
| 37 | ISRG | Intuitive Surgical Inc | 0% | NEW | New buy |
| 38 | IVV | Ishares Core S&p 500 ETF | 0% | NEW | New buy |
| 39 | IYC | Ishares US Consumer Discreti | 0% | NEW | New buy |
| 40 | DECK | Deckers Outdoor CORP | 0% | +97.10% | Add |
| 41 | TRV | Travelers Cos Inc/the | 0% | NEW | New buy |
| 42 | ARCC | Ares Capital CORP | 0% | NEW | New buy |
| 43 | PAYX | Paychex Inc | 0% | NEW | New buy |
| 44 | VIK | Viking Holdings Ltd | 0% | +10.91% | Add |
| 45 | CAVA | Cava Group Inc | 0% | +69.53% | Add |
| 46 | XLC | Ss Comm Select Sector Spdr | 0% | +21.54% | Add |
| 47 | TSLA | Tesla Inc | 0% | +15.99% | Add |
| 48 | T | At&t Inc | 0% | +57.66% | Add |
| 49 | MNST | Monster Beverage CORP | 0% | +0.24% | Add |
| 50 | WMT | Walmart Inc | 0% | +2.03% | Add |
According to official SEC Form 13F filings, Blue Chip Partners, LLC reported a total U.S. public equity portfolio value of $1.6B across 162 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FBND, AVGO, MSFT) accounted for 20.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
VOO
市值: $1.2M
Top Position Liquidated / Trimmed
VTEB
前期市值: $15.7M
During Q2 2025, Blue Chip Partners, LLC's top holdings by market value included FBND (9.8%)、AVGO (4.8%)、MSFT (4.1%). The largest single position, FBND, represented 9.8% of total portfolio value.
In Q2 2025, Blue Chip Partners, LLC made 168 total portfolio adjustments, initiating 12 new buys, adding to 97 positions, trimming 49 holdings, and fully liquidating 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.