Blue Chip Partners, LLC
171 holdingsFiling period: 2026-03-31Current AUM: $1.49Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | 2.98M | $135.9M | $133.2M | 8.92% | +106.6K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 221.1K | $56.1M | $68.3M | 4.58% | +551 | 2026-03-31 |
| 3 | GOOG | ALPHABET INC | 187.9K | $53.9M | $67.0M | 4.49% | -5,737 | 2026-03-31 |
| 4 | AVGO | BROADCOM INC | 168.3K | $52.1M | $65.5M | 4.39% | -328 | 2026-03-31 |
| 5 | XLE | SELECT SECTOR SPDR TR | 774.6K | $47.5M | $46.1M | 3.09% | +6.0K | 2026-03-31 |
| 6 | JPM | JPMORGAN CHASE & CO | 153.6K | $45.2M | $54.0M | 3.62% | +1.2K | 2026-03-31 |
| 7 | CGMU | CAPITAL GRP FIXED INCM ETF T | 1.65M | $44.9M | $44.6M | 2.99% | +17.3K | 2026-03-31 |
| 8 | ABBV | ABBVIE INC | 191.4K | $41.6M | $48.0M | 3.22% | +1.6K | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 102.1K | $37.8M | $47.5M | 3.18% | +1.3K | 2026-03-31 |
| 10 | PWR | QUANTA SVCS INC | 68.5K | $37.6M | $45.7M | 3.06% | -241 | 2026-03-31 |
| 11 | KLAC | KLA CORP | 24.7K | $36.4M | $4.5M | 0.30% | -897 | 2026-03-31 |
| 12 | COST | COSTCO WHOLESALE CORPORATION | 34.4K | $34.3M | $32.7M | 2.19% | +1.8K | 2026-03-31 |
| 13 | LLY | ELI LILLY & CO | 35.4K | $32.6M | $40.7M | 2.73% | +262 | 2026-03-31 |
| 14 | TJX | TJX COS INC NEW | 199.2K | $31.8M | $31.3M | 2.10% | +4.4K | 2026-03-31 |
| 15 | WM | WASTE MGMT INC DEL | 136.4K | $31.3M | $30.9M | 2.07% | +3.5K | 2026-03-31 |
| 16 | — | ASML HLDG NV | 23.7K | $31.3M | $31.3M | 2.10% | -386 | 2026-03-31 |
| 17 | AMZN | AMAZON COM INC | 147.5K | $30.7M | $40.0M | 2.68% | +2.6K | 2026-03-31 |
| 18 | MRK | MERCK & CO INC | 249.9K | $30.1M | $32.5M | 2.18% | +5.1K | 2026-03-31 |
| 19 | V | VISA INC | 92.1K | $27.8M | $33.7M | 2.26% | +1.5K | 2026-03-31 |
| 20 | PM | PHILIP MORRIS INTL INC | 167.3K | $27.7M | $31.9M | 2.14% | +4.7K | 2026-03-31 |
| 21 | HD | HOME DEPOT INC | 84.0K | $27.6M | $27.9M | 1.87% | +4.5K | 2026-03-31 |
| 22 | BLK | BLACKROCK INC | 27.2K | $26.2M | $29.7M | 1.99% | +903 | 2026-03-31 |
| 23 | — | EATON CORP PLC | 73.0K | $26.1M | $26.1M | 1.75% | +4.0K | 2026-03-31 |
| 24 | ORLY | OREILLY AUTOMOTIVE INC | 276.9K | $25.6M | $24.7M | 1.66% | +10.1K | 2026-03-31 |
| 25 | SDVY | FIRST TR EXCHANGE TRADED FD | 607.6K | $24.0M | $26.6M | 1.78% | +16.7K | 2026-03-31 |
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