DOSSIER · 13F-HR · Q1 2026

Blue Chip Partners, LLC

Blue Chip's pension fund based in San Francisco, CA $1.4B in tracked AUM across 170 positions as of Q1 2026.

BC
Blue Chip·San Francisco, CA·Pension Fund
CIK 0001632801 · last filed Mar 31, 2026
Total AUM
$1.4B
18.0%
vs prior
Holdings
170
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
Top sector
Tech
26% weight
concentration
AI Analysis · Q1 2026 · 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

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