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CIK: 0001632801
Total reported value
$1.6B
$1.6B
169 檔
22.8%
According to the latest 13F quarterly dataset, Blue Chip Partners, LLC managed an equity portfolio of $1.6B at the end of Q4 2025, spanning 169 distinct U.S. exchange-listed positions.
In Q4 2025, Blue Chip Partners, LLC displayed an active expansion posture, initiating 13 new positions and adding to 85 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.59% | -0.92% | +5.30% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.41% | +0.27% | -0.44% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.35% | -0.02% | -1.09% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 4.23% | +0.15% | -2.12% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.56% | -0.06% | +0.34% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.54% | -0.21% | +0.59% | |
| 7 | CGMU | Cap Group Municipal Income | ETF-Other | 3.25% | -0.48% | +4.51% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 3.14% | +0.09% | +0.41% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.74% | +0.37% | +47.66% | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 2.49% | -0.84% | +103.97% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.43% | +0.04% | +2.22% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 2.30% | +0.07% | +2.11% | |
| 13 | KLAC | Kla CORP | Stock-Tech | 2.26% | +1.81% | -0.90% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.17% | -0.35% | +2.11% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 2.12% | -0.29% | +3.04% | |
| 16 | PWR | Quanta Services Inc | Stock-Industrials | 2.10% | +0.25% | +1.05% | |
| 17 | BLK | Blackrock Inc | Stock-Financials | 2.04% | -0.18% | +1.49% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.04% | -0.41% | -1.19% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.98% | -0.01% | -0.87% | |
| 20 | PM | Philip Morris International | Stock-Consumer Staples | 1.89% | -0.04% | +4.97% | |
| 21 | ABT | Abbott Laboratories | Stock-Healthcare | 1.88% | -0.26% | +2.24% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.87% | -0.09% | +7.18% | |
| 23 | ASML | ASML Holding N.V. | Stock-Tech | 1.87% | +0.64% | +0.40% | |
| 24 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.76% | -1.81% | +3.42% | |
| 25 | ICE | Intercontinental Exchange In | Stock-Financials | 1.69% | -0.75% | — | |
| 26 | ROL | Rollins Inc | Stock-Consumer Disc | 1.68% | -0.69% | +17.88% | |
| 27 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.64% | -0.02% | +4.94% | |
| 28 | ETN | Eaton Corporation plc | Stock-Industrials | 1.59% | +0.12% | +3.35% | |
| 29 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.35% | +0.18% | +0.24% | |
| 30 | MS | Morgan Stanley | Stock-Financials | 1.32% | +0.10% | -60.91% | |
| 31 | DTE | Dte Energy Company | Stock-Utilities | 1.21% | -0.08% | +1.48% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.20% | -0.02% | +0.29% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.19% | -0.01% | -4.39% | |
| 34 | XEL | Xcel Energy Inc | Stock-Utilities | 1.10% | -0.12% | +0.37% | |
| 35 | VICI | Vici Properties Inc | Stock-Real Estate | 1.09% | -0.10% | -23.35% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 1.04% | -0.18% | +1.65% | |
| 37 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.01% | -0.61% | — | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.84% | -0.21% | -0.75% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.81% | +0.03% | +1.90% | |
| 40 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.49% | -0.06% | +1.46% | |
| 41 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.47% | -0.06% | +2495.28% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | — | -3.28% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.10% | -1.46% | |
| 44 | VOX | Vanguard Communication Servi | ETF-Other | 0.34% | — | — | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.32% | -0.04% | -0.62% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.31% | +0.01% | +15.57% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.31% | +0.54% | -5.00% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.02% | -0.04% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.23% | -0.02% | -4.66% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | — | +0.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.4% | +47.66% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +0.9% | -0.44% | Trim |
| 3 | XLRE | Ss Real Estate Select Sector | +0.5% | +2495.28% | Add |
| 4 | MRK | Merck & Co. Inc. | +0.4% | +7.18% | Add |
| 5 | ROL | Rollins Inc | +0.2% | +17.88% | Add |
| 6 | KLAC | Kla CORP | +0.2% | -0.90% | Trim |
| 7 | FBND | Fidelity Total Bond ETF | +0.2% | +5.30% | Add |
| 8 | ASML | ASML Holding N.V. | +0.1% | +0.40% | Add |
| 9 | MNST | Monster Beverage CORP | +0.1% | +0.24% | Add |
| 10 | TJX | Tjx Companies Inc | +0.1% | +2.11% | Add |
| 11 | XLY | Ss Consumer Disc Select Sect | +0.1% | +645.20% | Add |
| 12 | AAPL | Apple Inc | +0.1% | -1.09% | Trim |
| 13 | AMZN | Amazon.com Inc | +0.1% | +2.22% | Add |
| 14 | CGMU | Cap Group Municipal Income | +0.1% | +4.51% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.04% | Trim |
| 16 | NEE | Nextera Energy Inc | +0.1% | +1.65% | Add |
| 17 | V | Visa Inc-class A Shares | 0% | +2.11% | Add |
| 18 | SDVY | First Trust Smid Cap Rising | 0% | +4.94% | Add |
| 19 | VIG | Vanguard Dividend Apprec ETF | 0% | +15.57% | Add |
| 20 | QQQM | Invesco Nasdaq 100 ETF | 0% | +109.01% | Add |
| 21 | XLP | Ss Consumer Staples Sel Sect | 0% | +209.60% | Add |
| 22 | ISRG | Intuitive Surgical Inc | 0% | +12.07% | Add |
| 23 | AMD | Advanced Micro Devices | 0% | +7.18% | Add |
| 24 | RTX | Rtx CORP | 0% | -0.62% | Trim |
| 25 | XLC | Ss Comm Select Sector Spdr | 0% | +53.71% | Add |
| 26 | CAT | Caterpillar Inc | 0% | -0.16% | Trim |
| 27 | REGN | Regeneron Pharmaceuticals | 0% | +31.43% | Add |
| 28 | TSLA | Tesla Inc | 0% | +32.11% | Add |
| 29 | VIK | Viking Holdings Ltd | 0% | +16.93% | Add |
| 30 | SCHD | Schwab US Dvd Equity ETF | 0% | +70.84% | Add |
| 31 | VRTX | Vertex Pharmaceuticals Inc | 0% | +22.98% | Add |
| 32 | PM | Philip Morris International | 0% | +4.97% | Add |
| 33 | JNJ | Johnson & Johnson | 0% | -1.47% | Trim |
| 34 | XLI | Ss Industrial Select Sector | 0% | +16.61% | Add |
| 35 | WMT | Walmart Inc | 0% | — | Unchanged |
| 36 | CMA | Comerica Inc | 0% | +0.06% | Add |
| 37 | MU | Micron Technology Inc | 0% | +0.63% | Add |
| 38 | XLK | Ss Technology Select Sector | 0% | +109.58% | Add |
| 39 | SOXX | Ishares Semiconductor ETF | 0% | +3.34% | Add |
| 40 | XLV | Ss Health Care Select Sector | 0% | -0.24% | Trim |
| 41 | GLD | Spdr Gold Shares | 0% | +22.77% | Add |
| 42 | DECK | Deckers Outdoor CORP | 0% | +13.86% | Add |
| 43 | VYM | Vanguard High Dvd Yield ETF | 0% | +2.59% | Add |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +154.74% | Add |
| 45 | IBM | Intl Business Machines CORP | 0% | +0.38% | Add |
| 46 | BAC | Bank Of America CORP | — | -3.28% | Trim |
| 47 | XLF | Ss Financial Select Sector | — | +7.71% | Add |
| 48 | AMGN | Amgen Inc | — | -6.98% | Trim |
| 49 | DTM | Dt Midstream Inc | — | +0.18% | Add |
| 50 | JPST | Jpmorgan Ultra-short Income | — | +9.24% | 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 169 disclosed positions in Q4 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, GOOG, AAPL) accounted for 22.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
ICE
市值: $23.2M
Top Position Liquidated / Trimmed
ZTS
前期市值: $18.9M
During Q4 2025, Blue Chip Partners, LLC's top holdings by market value included FBND (9.6%)、GOOG (4.4%)、AAPL (4.3%). The largest single position, FBND, represented 9.6% of total portfolio value.
In Q4 2025, Blue Chip Partners, LLC made 171 total portfolio adjustments, initiating 13 new buys, adding to 85 positions, trimming 65 holdings, and fully liquidating 8 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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