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CIK: 0001632801
Total reported value
$1.6B
$1.6B
164 檔
21.5%
During the Q3 2025 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 164 reported positions.
In Q3 2025, Blue Chip Partners, LLC displayed an active expansion posture, initiating 16 new positions and adding to 88 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.43% | -0.92% | +3.48% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 4.25% | +0.15% | -19.45% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.25% | -0.02% | +0.26% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.88% | -0.21% | -0.65% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.58% | -0.06% | -1.24% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.54% | +0.27% | -13.21% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 3.27% | +0.09% | +0.38% | |
| 8 | CGMU | Cap Group Municipal Income | ETF-Other | 3.19% | -0.48% | +3.11% | |
| 9 | MS | Morgan Stanley | Stock-Financials | 3.13% | +0.10% | -2.18% | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 2.52% | -0.84% | +2.39% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.43% | -0.01% | +0.82% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.33% | +0.04% | +1.08% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.28% | -0.41% | +1.85% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.26% | +0.07% | +0.10% | |
| 15 | BLK | Blackrock Inc | Stock-Financials | 2.26% | -0.18% | -1.38% | |
| 16 | WM | Waste Management Inc | Stock-Industrials | 2.13% | -0.29% | +1.82% | |
| 17 | PWR | Quanta Services Inc | Stock-Industrials | 2.11% | +0.25% | +1.08% | |
| 18 | KLAC | Kla CORP | Stock-Tech | 2.08% | +1.81% | +1.23% | |
| 19 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.08% | -1.81% | +73.01% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.06% | -0.35% | +3.13% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 2.02% | -0.26% | +3.67% | |
| 22 | PM | Philip Morris International | Stock-Consumer Staples | 1.88% | -0.04% | +3.59% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 1.87% | +0.12% | +3.03% | |
| 24 | ASML | ASML Holding N.V. | Stock-Tech | 1.74% | +0.64% | +6.57% | |
| 25 | VICI | Vici Properties Inc | Stock-Real Estate | 1.71% | -0.10% | +101.39% | |
| 26 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.60% | -0.02% | +4.16% | |
| 27 | ROL | Rollins Inc | Stock-Consumer Disc | 1.44% | -0.69% | — | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.43% | -0.09% | +5.46% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | -0.01% | +2011.57% | |
| 30 | ZTS | Zoetis Inc | Stock-Healthcare | 1.41% | — | -1.19% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.36% | +0.37% | +20.02% | |
| 32 | DTE | Dte Energy Company | Stock-Utilities | 1.35% | -0.08% | +0.30% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.30% | -0.02% | -0.73% | |
| 34 | TGT | Target CORP | Stock-Consumer Disc | 1.29% | -0.02% | +7.62% | |
| 35 | XEL | Xcel Energy Inc | Stock-Utilities | 1.23% | -0.12% | -1.20% | |
| 36 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.22% | +0.18% | +1.62% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.99% | -0.18% | +0.59% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.21% | +5.89% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.82% | +0.03% | +1.00% | |
| 40 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.50% | -0.06% | +0.95% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | — | -5.17% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | -0.10% | -7.28% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | +0.54% | +3.72% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.30% | -0.04% | +0.01% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.27% | +0.01% | +2.87% | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.24% | — | -1.60% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.24% | -0.02% | -4.96% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.02% | -1.87% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | — | -1.27% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.22% | +0.07% | -8.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGMU | Cap Group Municipal Income | +3% | +3.11% | Add |
| 2 | META | Meta Platforms Inc-class A | +1.4% | +2011.57% | Add |
| 3 | PWR | Quanta Services Inc | +1.1% | +1.08% | Add |
| 4 | AVGO | Broadcom Inc | +1.1% | -19.45% | Trim |
| 5 | ETN | Eaton Corporation plc | +0.9% | +3.03% | Add |
| 6 | ORLY | O'reilly Automotive Inc | +0.9% | +73.01% | Add |
| 7 | VICI | Vici Properties Inc | +0.8% | +101.39% | Add |
| 8 | KLAC | Kla CORP | +0.7% | +1.23% | Add |
| 9 | MSFT | Microsoft CORP | +0.7% | -0.65% | Add |
| 10 | ASML | ASML Holding N.V. | +0.6% | +6.57% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.5% | -13.21% | Trim |
| 12 | SDVY | First Trust Smid Cap Rising | +0.5% | +4.16% | Add |
| 13 | MS | Morgan Stanley | +0.3% | -2.18% | Trim |
| 14 | TJX | Tjx Companies Inc | +0.2% | +3.13% | Add |
| 15 | NVDA | Nvidia CORP | +0.2% | +3.72% | Add |
| 16 | LLY | Eli Lilly & Co | +0.2% | +20.02% | Add |
| 17 | BLK | Blackrock Inc | +0.1% | -1.38% | Trim |
| 18 | AMZN | Amazon.com Inc | +0.1% | +1.08% | Add |
| 19 | TGT | Target CORP | +0.1% | +7.62% | Add |
| 20 | AAPL | Apple Inc | +0.1% | +0.26% | Add |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.87% | Add |
| 22 | UBER | Uber Technologies Inc | +0.1% | +25.26% | Add |
| 23 | AMD | Advanced Micro Devices | 0% | +9.52% | Add |
| 24 | JPM | Jpmorgan Chase & Co | 0% | -1.24% | Trim |
| 25 | RTX | Rtx CORP | 0% | +0.01% | Add |
| 26 | IAU | Ishares Gold Trust | 0% | +1.04% | Add |
| 27 | TSLA | Tesla Inc | 0% | +3.17% | Add |
| 28 | VIK | Viking Holdings Ltd | 0% | +14.71% | Add |
| 29 | MNST | Monster Beverage CORP | 0% | +1.62% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.79% | Add |
| 31 | XLK | Ss Technology Select Sector | 0% | -2.87% | Trim |
| 32 | NSC | Norfolk Southern CORP | 0% | +2.20% | Add |
| 33 | CELH | Celsius Holdings Inc | 0% | +15.60% | Add |
| 34 | DECK | Deckers Outdoor CORP | 0% | +23.71% | Add |
| 35 | PAG | Penske Automotive Group Inc | 0% | +5.61% | Add |
| 36 | WMT | Walmart Inc | 0% | +0.82% | Add |
| 37 | VYM | Vanguard High Dvd Yield ETF | 0% | +11.80% | Add |
| 38 | QYLD | Global X Nasd 100 Cov Call | 0% | +26.84% | Add |
| 39 | DTM | Dt Midstream Inc | 0% | +0.45% | Add |
| 40 | CAT | Caterpillar Inc | 0% | -0.05% | Trim |
| 41 | XYLD | Global X S&p 500 Cove Call E | 0% | +25.84% | Add |
| 42 | XOM | Exxon Mobil CORP | 0% | +15.47% | Add |
| 43 | NFLX | Netflix Inc | 0% | +3.55% | Add |
| 44 | VXF | Vanguard Extended Market ETF | 0% | +0.16% | Add |
| 45 | 1RG | Rev Group Inc | 0% | — | Trim |
| 46 | QQQM | Invesco Nasdaq 100 ETF | 0% | +19.69% | Add |
| 47 | XLC | Ss Comm Select Sector Spdr | 0% | -8.78% | Add |
| 48 | REGN | Regeneron Pharmaceuticals | 0% | +21.04% | Add |
| 49 | BX | Blackstone Inc | 0% | +35.10% | Add |
| 50 | CMI | Cummins Inc | 0% | +0.67% | Trim |
According to official SEC Form 13F filings, Blue Chip Partners, LLC reported a total U.S. public equity portfolio value of $1.6B across 164 disclosed positions in Q3 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, AAPL) accounted for 21.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
ROL
市值: $19.2M
Top Position Liquidated / Trimmed
VTEB
前期市值: $15.7M
During Q3 2025, Blue Chip Partners, LLC's top holdings by market value included FBND (9.4%)、AVGO (4.3%)、AAPL (4.3%). The largest single position, FBND, represented 9.4% of total portfolio value.
In Q3 2025, Blue Chip Partners, LLC made 173 total portfolio adjustments, initiating 16 new buys, adding to 88 positions, trimming 57 holdings, and fully liquidating 12 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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