DOSSIER · 13F-HR · Q1 2026

Blue Chip Partners, LLC

$1.4B in tracked AUM across 170 positions as of Q1 2026.

BC
CIK 0001632801 · last filed Mar 31, 2026
Total AUM
$1.4B
as of Q1 2026
Holdings
170
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Blue Chip Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FBND
FIDELITY MERRIMACK STR TR
$136M3.0M9.8%
02
AAPL
APPLE INC
$56M221K4.0%
03
GOOG
ALPHABET INC
$54M188K3.9%
04
AVGO
BROADCOM INC
$52M168K3.7%
05
XLE
SELECT SECTOR SPDR TR
$47M775K3.4%
06
JPM
JPMORGAN CHASE & CO
$45M154K3.3%
07
CGMU
CAPITAL GRP FIXED INCM ETF T
$45M1.7M3.2%
08
ABBV
ABBVIE INC
$42M191K3.0%
09
MSFT
MICROSOFT CORP
$38M102K2.7%
10
PWR
QUANTA SVCS INC
$38M68K2.7%

Filing history

2026Q1Mar 31
$1.4B 0.7%
170 positionsView →
2025Q4Dec 31
$1.4B 107.6%
169 positionsView →
2025Q3Sep 30
$664M 45.9%
75 positionsView →
2025Q2Jun 30
$1.2B 5.8%
162 positionsLocked
2025Q1Mar 31
$1.2B 0.3%
160 positionsLocked
2024Q4Dec 31
$1.2B 1.0%
153 positionsLocked
2024Q3Sep 30
$1.2B 6.4%
198 positionsLocked
2024Q2Jun 30
$1.1B 5.1%
188 positionsLocked
2024Q1Mar 31
$1.0B 7.4%
187 positionsLocked
2023Q4Dec 31
$959M 14.3%
177 positionsLocked
2023Q3Sep 30
$839M 4.6%
175 positionsLocked
2023Q2Jun 30
$880M 4.4%
186 positionsLocked
Showing 12 of 41