Blue Chip Partners, Inc. Portfolio Holdings

Blue Chip Partners, Inc.

  • $1.26 Billion
  • Q3 2025

Blue Chip Partners, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.26 Billion distributed in 164 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $126M, Apple Inc. with a value of $56.8M, Broadcom Inc. with a value of $56.8M, Microsoft Corp with a value of $51.9M, and Jpmorgan Chase & CO with a value of $47.9M.

Examining the 13F form we can see an increase of $105M in the current position value, from $1.16B to 1.26B.

Below you can find more details about Blue Chip Partners, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.26 Billion
Technology: $231 Million
ETFs: $230 Million
Healthcare: $152 Million
Consumer Cyclical: $148 Million
Financial Services: $131 Million
Consumer Defensive: $111 Million
Industrials: $102 Million
Communication Services: $70.9 Million
Other: $79.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$126 Million 9.99% of portfolio
2,727,917
Q3 2025 Added 3.48%
$4.3T
$56.8 Million 4.5% of portfolio
223,024
Q3 2025 Added 0.26%
$139B
$56.8 Million 4.5% of portfolio
172,255
Q3 2025 Reduced 19.45%
$3.78T
$51.9 Million 4.11% of portfolio
100,210
Q3 2025 Reduced 0.65%
$881B
$47.9 Million 3.8% of portfolio
151,880
Q3 2025 Reduced 1.24%
$1.74T
$47.4 Million 3.75% of portfolio
194,456
Q3 2025 Reduced 13.21%
$414B
$43.8 Million 3.47% of portfolio
188,981
Q3 2025 Added 0.38%
$270B
$41.8 Million 3.31% of portfolio
262,989
Q3 2025 Reduced 2.18%
$0
$33.7 Million 2.67% of portfolio
376,829
Q3 2025 Added 2.39%
$367B
$32.5 Million 2.57% of portfolio
80,191
Q3 2025 Added 0.82%
$2.39T
$31.1 Million 2.47% of portfolio
141,734
Q3 2025 Added 1.08%
$404B
$30.5 Million 2.42% of portfolio
32,943
Q3 2025 Added 1.85%
$533B
$30.3 Million 2.4% of portfolio
88,707
Q3 2025 Added 0.1%
$85.9B
$28.5 Million 2.25% of portfolio
128,885
Q3 2025 Added 1.82%
$61.4B
$28.2 Million 2.23% of portfolio
67,984
Q3 2025 Added 1.08%
$161B
$27.9 Million 2.21% of portfolio
25,836
Q3 2025 Added 1.23%
$170B
$27.6 Million 2.18% of portfolio
190,724
Q3 2025 Added 3.13%
$228B
$27 Million 2.14% of portfolio
201,876
Q3 2025 Added 3.67%
$237B
$25.1 Million 1.99% of portfolio
154,914
Q3 2025 Added 3.59%
$140B
$25 Million 1.98% of portfolio
66,777
Q3 2025 Added 3.03%
$405B
$23.2 Million 1.84% of portfolio
23,979
Q3 2025 Added 6.57%
$29.2B
$22.8 Million 1.81% of portfolio
700,463
Q3 2025 Added 101.39%
$0
$21.4 Million 1.7% of portfolio
563,009
Q3 2025 Added 4.16%
$235B
$19.2 Million 1.52% of portfolio
228,418
Q3 2025 Added 5.46%
$1.37T
$19.2 Million 1.52% of portfolio
26,099
Q3 2025 Added 2,011.57%
$28.7B
$19.2 Million 1.52% of portfolio
327,282
Q3 2025 New
$55.6B
$18.9 Million 1.5% of portfolio
129,160
Q3 2025 Reduced 1.19%
$971B
$18.2 Million 1.44% of portfolio
23,829
Q3 2025 Added 20.02%
$26.6B
$18 Million 1.43% of portfolio
127,510
Q3 2025 Added 0.3%
$300B
$17.3 Million 1.37% of portfolio
50,167
Q3 2025 Reduced 0.73%
$41.4B
$17.3 Million 1.37% of portfolio
192,703
Q3 2025 Added 7.62%
$44.1B
$16.5 Million 1.31% of portfolio
204,575
Q3 2025 Reduced 1.2%
$37.6B
$16.3 Million 1.29% of portfolio
241,817
Q3 2025 Added 1.62%
$168B
$13.2 Million 1.05% of portfolio
175,150
Q3 2025 Added 0.59%
$204B
$11.4 Million 0.9% of portfolio
81,335
Q3 2025 Added 5.89%
$0
$11 Million 0.87% of portfolio
109,295
Q3 2025 Added 1.0%
$0
$6.73 Million 0.53% of portfolio
144,954
Q3 2025 Added 0.95%
$413B
$5.78 Million 0.46% of portfolio
112,082
Q3 2025 Reduced 5.17%
$224B
$5.15 Million 0.41% of portfolio
16,944
Q3 2025 Reduced 7.28%
$465B
$4.49 Million 0.36% of portfolio
24,046
Q3 2025 Added 3.72%
$258B
$4.01 Million 0.32% of portfolio
23,976
Q3 2025 Added 0.01%
$104B
$3.24 Million 0.26% of portfolio
11,037
Q3 2025 Reduced 1.6%
$1.65T
$3.13 Million 0.25% of portfolio
12,881
Q3 2025 Reduced 1.87%
$306B
$3.21 Million 0.25% of portfolio
48,338
Q3 2025 Reduced 4.96%
$177B
$3.08 Million 0.24% of portfolio
15,845
Q3 2025 Reduced 8.32%
$346B
$3.08 Million 0.24% of portfolio
20,027
Q3 2025 Reduced 1.27%
$0
$3.07 Million 0.24% of portfolio
16,865
Q3 2025 Added 2.87%
$0
$2.74 Million 0.22% of portfolio
4,109
Q3 2025 Reduced 1.79%
$5.89B
$2.65 Million 0.21% of portfolio
37,254
Q3 2025 Reduced 2.03%

Summary

  • Portfolio
  • No. of Stocks 164
  • Current Value $1.26 Billion
  • Prior Value $1.16 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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