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CIK: 0001632801
Total reported value
$1.6B
$1.6B
170 檔
21.8%
As reported in its official Q1 2026 Form 13F filing, Blue Chip Partners, LLC's tracked investment portfolio stood at $1.6B with 170 total positions.
Blue Chip Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 14 new positions while fully exiting 13 holdings and trimming 70 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Total Bond ETF | ETF-Other | 9.78% | -0.92% | +3.71% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.04% | -0.02% | +0.25% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.88% | +0.27% | -2.96% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.75% | +0.15% | -0.19% | |
| 5 | XLE | Ss Energy Select Sector | ETF-Other | 3.42% | -0.84% | +0.78% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.25% | -0.06% | +0.81% | |
| 7 | CGMU | Cap Group Municipal Income | ETF-Other | 3.23% | -0.48% | +1.06% | |
| 8 | ABBV | Abbvie Inc | Stock-Healthcare | 3.00% | +0.09% | +0.86% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | -0.21% | +1.30% | |
| 10 | PWR | Quanta Services Inc | Stock-Industrials | 2.71% | +0.25% | -0.35% | |
| 11 | KLAC | Kla CORP | Stock-Tech | 2.62% | +1.81% | -3.50% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.47% | -0.41% | +5.62% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.35% | +0.37% | +0.74% | |
| 14 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.29% | -0.35% | +2.28% | |
| 15 | WM | Waste Management Inc | Stock-Industrials | 2.26% | -0.29% | +2.67% | |
| 16 | ASML | ASML Holding N.V. | Stock-Tech | 2.25% | +0.64% | -1.60% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | +0.04% | +1.78% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.16% | -0.09% | +2.08% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 2.00% | +0.07% | +1.67% | |
| 20 | PM | Philip Morris International | Stock-Consumer Staples | 1.99% | -0.04% | +2.88% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.99% | -0.01% | +5.71% | |
| 22 | BLK | Blackrock Inc | Stock-Financials | 1.88% | -0.18% | +3.43% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 1.88% | +0.12% | +5.82% | |
| 24 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.84% | -1.81% | +3.79% | |
| 25 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.72% | -0.02% | +2.83% | |
| 26 | ICE | Intercontinental Exchange In | Stock-Financials | 1.71% | -0.75% | +5.29% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 1.54% | -0.26% | +1.11% | |
| 28 | VICI | Vici Properties Inc | Stock-Real Estate | 1.47% | -0.10% | +39.30% | |
| 29 | ROL | Rollins Inc | Stock-Consumer Disc | 1.47% | -0.69% | -0.89% | |
| 30 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.43% | -0.61% | +37.01% | |
| 31 | DTE | Dte Energy Company | Stock-Utilities | 1.39% | -0.08% | +1.79% | |
| 32 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 1.26% | +0.18% | -0.39% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 1.21% | -0.18% | +1.97% | |
| 34 | XEL | Xcel Energy Inc | Stock-Utilities | 1.20% | -0.12% | +2.40% | |
| 35 | MS | Morgan Stanley | Stock-Financials | 1.15% | +0.10% | -5.19% | |
| 36 | WELL | Welltower Inc | Stock-Real Estate | 0.97% | +0.04% | — | |
| 37 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.96% | -0.21% | +5.92% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.77% | +0.03% | -2.94% | |
| 39 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.63% | +0.68% | — | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.61% | +0.56% | — | |
| 41 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.49% | -0.06% | +0.34% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | -0.10% | -2.02% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.35% | — | -7.05% | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.33% | -0.04% | +0.05% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.31% | +0.01% | +3.40% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | +0.54% | +0.31% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.26% | +0.02% | -1.35% | |
| 48 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.25% | -0.02% | -1.05% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.22% | -0.05% | -0.88% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | -0.01% | -0.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLE | Ss Energy Select Sector | +0.9% | +0.78% | Add |
| 2 | PWR | Quanta Services Inc | +0.6% | -0.35% | Trim |
| 3 | COST | Costco Wholesale CORP | +0.4% | +5.62% | Add |
| 4 | TMUS | T-mobile US Inc | +0.4% | +37.01% | Add |
| 5 | ASML | ASML Holding N.V. | +0.4% | -1.60% | Trim |
| 6 | VICI | Vici Properties Inc | +0.4% | +39.30% | Add |
| 7 | KLAC | Kla CORP | +0.4% | -3.50% | Trim |
| 8 | MRK | Merck & Co. Inc. | +0.3% | +2.08% | Add |
| 9 | ETN | Eaton Corporation plc | +0.3% | +5.82% | Add |
| 10 | FBND | Fidelity Total Bond ETF | +0.2% | +3.71% | Add |
| 11 | DTE | Dte Energy Company | +0.2% | +1.79% | Add |
| 12 | NEE | Nextera Energy Inc | +0.2% | +1.97% | Add |
| 13 | WM | Waste Management Inc | +0.1% | +2.67% | Add |
| 14 | TJX | Tjx Companies Inc | +0.1% | +2.28% | Add |
| 15 | PEP | Pepsico Inc | +0.1% | +5.92% | Add |
| 16 | PM | Philip Morris International | +0.1% | +2.88% | Add |
| 17 | XEL | Xcel Energy Inc | +0.1% | +2.40% | Add |
| 18 | SDVY | First Trust Smid Cap Rising | +0.1% | +2.83% | Add |
| 19 | ORLY | O'reilly Automotive Inc | +0.1% | +3.79% | Add |
| 20 | MUB | Ishares National Muni Bond E | +0.1% | +191.93% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.1% | -0.75% | Trim |
| 22 | MU | Micron Technology Inc | 0% | +109.00% | Add |
| 23 | LMT | Lockheed Martin CORP | 0% | +0.16% | Add |
| 24 | CAT | Caterpillar Inc | 0% | +0.49% | Add |
| 25 | JNJ | Johnson & Johnson | 0% | -0.61% | Trim |
| 26 | QYLD | Global X Nasd 100 Cov Call | 0% | +32.24% | Add |
| 27 | CAVA | Cava Group Inc | 0% | +46.27% | Add |
| 28 | XYLD | Global X S&p 500 Cove Call E | 0% | +32.08% | Add |
| 29 | ICE | Intercontinental Exchange In | 0% | +5.29% | Add |
| 30 | JEPI | Jpmorgan Equity Premium Inco | 0% | +45.50% | Add |
| 31 | WMT | Walmart Inc | 0% | -0.88% | Trim |
| 32 | KO | Coca-cola Co/the | 0% | -1.05% | Trim |
| 33 | DTM | Dt Midstream Inc | 0% | -1.38% | Trim |
| 34 | TXN | Texas Instruments Inc | 0% | -3.77% | Trim |
| 35 | HD | Home Depot Inc | 0% | +5.71% | Add |
| 36 | RTX | Rtx CORP | 0% | +0.05% | Add |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | +69.84% | Add |
| 38 | VOO | Vanguard S&p 500 ETF | 0% | +20.58% | Add |
| 39 | DE | Deere & Co | 0% | -0.53% | Trim |
| 40 | UBER | Uber Technologies Inc | 0% | +32.45% | Add |
| 41 | FIX | Comfort Systems USA Inc | 0% | +0.33% | Add |
| 42 | AEP | American Electric Power | 0% | — | Unchanged |
| 43 | DECK | Deckers Outdoor CORP | 0% | +17.57% | Add |
| 44 | SHEL | Shell Plc-adr | 0% | -0.21% | Trim |
| 45 | REGN | Regeneron Pharmaceuticals | 0% | +8.89% | Add |
| 46 | OKE | Oneok Inc | 0% | +1.24% | Add |
| 47 | CMI | Cummins Inc | 0% | +0.27% | Add |
| 48 | T | At&t Inc | 0% | -4.78% | Trim |
| 49 | AMT | American Tower CORP | 0% | +7.42% | Add |
| 50 | ADC | Agree Realty CORP | — | -1.20% | 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 170 disclosed positions in Q1 2026.
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, AAPL, GOOG) accounted for 21.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
WELL
市值: $13.5M
Top Position Liquidated / Trimmed
VOX
前期市值: $4.6M
During Q1 2026, Blue Chip Partners, LLC's top holdings by market value included FBND (9.8%)、AAPL (4.0%)、GOOG (3.9%). The largest single position, FBND, represented 9.8% of total portfolio value.
In Q1 2026, Blue Chip Partners, LLC made 176 total portfolio adjustments, initiating 14 new buys, adding to 79 positions, trimming 70 holdings, and fully liquidating 13 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.
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