Blue Chip Partners, LLC
185 holdingsFiling period: 2026-06-30Current AUM: $1.57Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | 3.08M | $140.2M | $136.2M | 8.66% | +102.8K | 2026-06-30 |
| 2 | KLAC | KLA CORP | 232.5K | $70.2M | $39.1M | 2.48% | +207.8K | 2026-06-30 |
| 3 | GOOG | ALPHABET INC | 186.0K | $65.7M | $63.5M | 4.04% | -1,875 | 2026-06-30 |
| 4 | AAPL | APPLE INC | 220.1K | $63.7M | $72.9M | 4.64% | -1,005 | 2026-06-30 |
| 5 | AVGO | BROADCOM INC | 163.6K | $61.8M | $55.5M | 3.53% | -4,670 | 2026-06-30 |
| 6 | JPM | JPMORGAN CHASE & CO | 154.4K | $50.5M | $54.4M | 3.46% | +767 | 2026-06-30 |
| 7 | ABBV | ABBVIE INC | 194.3K | $48.9M | $51.1M | 3.25% | +2.9K | 2026-06-30 |
| 8 | PWR | QUANTA SVCS INC | 65.2K | $46.9M | $40.0M | 2.54% | -3,297 | 2026-06-30 |
| 9 | — | ASML HLDG NV | 23.0K | $45.8M | $45.8M | 2.91% | -682 | 2026-06-30 |
| 10 | CGMU | CAPITAL GRP FIXED INCM ETF T | 1.59M | $43.6M | $42.0M | 2.67% | -67,194 | 2026-06-30 |
| 11 | LLY | ELI LILLY & CO | 35.9K | $43.0M | $40.8M | 2.59% | +444 | 2026-06-30 |
| 12 | XLE | SELECT SECTOR SPDR TR | 768.1K | $40.8M | $50.6M | 3.22% | -6,494 | 2026-06-30 |
| 13 | MSFT | MICROSOFT CORP | 106.5K | $39.7M | $52.9M | 3.37% | +4.4K | 2026-06-30 |
| 14 | AMZN | AMAZON COM INC | 149.7K | $35.7M | $37.2M | 2.36% | +2.3K | 2026-06-30 |
| 15 | V | VISA INC | 95.6K | $32.8M | $35.9M | 2.28% | +3.5K | 2026-06-30 |
| 16 | MRK | MERCK & CO INC | 254.8K | $32.7M | $36.6M | 2.33% | +4.9K | 2026-06-30 |
| 17 | COST | COSTCO WHOLESALE CORPORATION | 34.8K | $32.6M | $31.4M | 2.00% | +448 | 2026-06-30 |
| 18 | — | EATON CORP PLC | 74.5K | $31.7M | $31.7M | 2.02% | +1.4K | 2026-06-30 |
| 19 | HD | HOME DEPOT INC | 88.8K | $31.3M | $27.1M | 1.73% | +4.8K | 2026-06-30 |
| 20 | WM | WASTE MGMT INC DEL | 140.1K | $31.2M | $30.4M | 1.94% | +3.8K | 2026-06-30 |
| 21 | PM | PHILIP MORRIS INTL INC | 171.0K | $30.9M | $33.2M | 2.11% | +3.7K | 2026-06-30 |
| 22 | TJX | TJX COS INC NEW | 202.5K | $30.7M | $25.2M | 1.60% | +3.4K | 2026-06-30 |
| 23 | SDVY | FIRST TR EXCHANGE TRADED FD | 623.3K | $26.9M | $26.4M | 1.68% | +15.7K | 2026-06-30 |
| 24 | BLK | BLACKROCK INC | 28.0K | $26.9M | $29.6M | 1.88% | +758 | 2026-06-30 |
| 25 | MNST | MONSTER BEVERAGE CORP NEW | 237.9K | $22.9M | $21.2M | 1.35% | -3,572 | 2026-06-30 |
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