Blue Chip Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 17, 2025), Blue Chip Partners, LLC reported 164 stock positions worth $1.3 billion. Its top holding was Fidelity Total Bond ETF (FBND) at 9.4% of the portfolio, followed by Broadcom (AVGO, 4.2%) and Apple (AAPL, 4.2%). Compared with Q2 2025, it opened 9 new positions, sold out of 7, added to 87 and reduced 62. The biggest buy was a new position in Rollins (ROL) and the biggest sale Union Pacific (UNP, shares −90%).
- Most Recent 13F
- Q2 2026
- Location
- FARMINGTON HILLS, MI
- CIK
- 0001632801
- Portfolio Value
- $1.3B (Q3 2025)
- SEC Filing
- 0001632801-25-000009 ↗ filed Nov 17, 2025
Holdings Value
Holdings 164 stocks · $1.3B
| FBND Fidelity Total Bond ETF | 9.43% | 2,727,917 | $126.1M | Add +3.5% |
| AVGO Broadcom Inc. | 4.25% | 172,255 | $56.8M | Reduce -19.4% |
| AAPL Apple Inc. | 4.25% | 223,024 | $56.8M | Add +0.3% |
| MSFT Microsoft Corp. | 3.88% | 100,210 | $51.9M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 3.58% | 151,880 | $47.9M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 3.54% | 194,456 | $47.4M | Reduce -13.2% |
| ABBV Abbvie Inc. | 3.27% | 188,981 | $43.8M | Add +0.4% |
| CGMU Cap Group Municipal Income | 3.19% | 1,565,047 | $42.7M | Add +3.1% |
| MS Morgan Stanley | 3.13% | 262,989 | $41.8M | Reduce -2.2% |
| XLE SS Energy Select Sector | 2.52% | 376,829 | $33.7M | Add +2.4% |
| HD Home Depot Inc. | 2.43% | 80,191 | $32.5M | Add +0.8% |
| AMZN Amazon.com Inc. | 2.33% | 141,734 | $31.1M | Add +1.1% |
| COST Costco Wholesale Corp. | 2.28% | 32,943 | $30.5M | Add +1.9% |
| V Visa Inc. Class A | 2.26% | 88,707 | $30.3M | Add +0.1% |
| BLK BlackRock Inc. | 2.26% | 25,909 | $30.2M | Reduce -1.4% |
| WM Waste Management Inc. | 2.13% | 128,885 | $28.5M | Add +1.8% |
| PWR Quanta Services Inc. | 2.11% | 67,984 | $28.2M | Add +1.1% |
| KLAC KLA Corp. | 2.08% | 25,836 | $27.9M | Add +1.2% |
| ORLY O'reilly Automotive Inc. | 2.08% | 257,991 | $27.8M | Add +73.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.06% | 190,724 | $27.6M | Add +3.1% |
| ABT Abbott Laboratories | 2.02% | 201,876 | $27.0M | Add +3.7% |
| PM Philip Morris International | 1.88% | 154,914 | $25.1M | Add +3.6% |
| ETN Eaton Corp. PLC | 1.87% | 66,777 | $25.0M | Add +3.0% |
| ASML ASML Holding NV-NY Reg SHS | 1.74% | 23,979 | $23.2M | Add +6.6% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 1.71% | 700,463 | $22.8M | Add +101.4% |
| SDVY First Trust Smid Cap Rising | 1.60% | 563,009 | $21.4M | Add +4.2% |
| ROL Rollins Inc. | 1.44% | 327,282 | $19.2M | New |
| MRK Merck & Co. Inc. | 1.43% | 228,418 | $19.2M | Add +5.5% |
| META Meta Platforms Inc. Class A | 1.43% | 26,099 | $19.2M | Add +2011.6% |
| ZTS Zoetis Inc. | 1.41% | 129,160 | $18.9M | Reduce -1.2% |
| LLY Eli Lilly & Co. | 1.36% | 23,829 | $18.2M | Add +20.0% |
| DTE DTE Energy Company | 1.35% | 127,510 | $18.0M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 1.30% | 50,167 | $17.3M | Reduce -0.7% |
| TGT Target Corp. | 1.29% | 192,703 | $17.3M | Add +7.6% |
| XEL Xcel Energy Inc. | 1.23% | 204,575 | $16.5M | Reduce -1.2% |
| MNST Monster Beverage Corp. | 1.22% | 241,817 | $16.3M | Add +1.6% |
| NEE Nextera Energy Inc. | 0.99% | 175,150 | $13.2M | Add +0.6% |
| PEP Pepsico Inc. | 0.85% | 81,335 | $11.4M | Add +5.9% |
| AGG iShares Core U.S. Aggregate | 0.82% | 109,295 | $11.0M | Add +1.0% |
| JPIE JPMorgan Income ETF | 0.50% | 144,954 | $6.7M | Add +0.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.43% | 112,082 | $5.8M | Reduce -5.2% |
| MCD McDonald's Corp. | 0.39% | 16,944 | $5.1M | Reduce -7.3% |
| NVDA Nvidia Corp. | 0.34% | 24,046 | $4.5M | Add +3.7% |
| RTX RTX Corp. | 0.30% | 23,976 | $4.0M | Add +0.0% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 16,865 | $3.6M | Add +2.9% |
| ADP Automatic Data Processing | 0.24% | 11,037 | $3.2M | Reduce -1.6% |
| KO The Coca-Cola Co. | 0.24% | 48,338 | $3.2M | Reduce -5.0% |
| GOOGL Alphabet Inc. Class A | 0.23% | 12,881 | $3.1M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.23% | 20,027 | $3.1M | Reduce -1.3% |
| TXN Texas Instruments Inc. | 0.22% | 15,845 | $2.9M | Reduce -8.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 4,109 | $2.7M | Reduce -1.8% |
| ADC Agree Realty Corp. | 0.20% | 37,254 | $2.6M | Reduce -2.0% |
| WMT Walmart Inc. | 0.19% | 24,272 | $2.5M | Add +0.8% |
| LMT Lockheed Martin Corp. | 0.18% | 4,797 | $2.4M | Reduce -4.8% |
| JNJ Johnson & Johnson | 0.17% | 12,208 | $2.3M | Reduce -0.2% |
| XLK SS Technology Select Sector | 0.16% | 7,715 | $2.2M | Reduce -2.9% |
| PAG Penske Automotive Group Inc. | 0.16% | 12,472 | $2.2M | Add +5.6% |
| NSC Norfolk Southern Corp. | 0.16% | 7,096 | $2.1M | Add +2.2% |
| UNP Union Pacific Corp. | 0.16% | 8,908 | $2.1M | Reduce -90.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 4,043 | $2.0M | Add +3.9% |
| DTM DT Midstream Inc. | 0.15% | 17,689 | $2.0M | Add +0.5% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 13,620 | $1.9M | Add +11.8% |
| AMGN Amgen Inc. | 0.14% | 6,446 | $1.8M | Reduce -1.4% |
| CAT Caterpillar Inc. | 0.13% | 3,692 | $1.8M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.13% | 15,287 | $1.7M | Add +15.5% |
| XLF SS Financial Select Sector | 0.12% | 29,002 | $1.6M | Reduce -5.3% |
| QYLD Global X Nasd 100 Cov Call | 0.11% | 87,078 | $1.5M | Add +26.8% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 7,608 | $1.4M | Reduce -7.1% |
| XYLD Global X S&P 500 Cove Call E | 0.11% | 36,758 | $1.4M | Add +25.8% |
| SYK Stryker Corp. | 0.10% | 3,660 | $1.4M | Add +0.4% |
| JPST JPMorgan Ultra-Short Income | 0.10% | 25,835 | $1.3M | Reduce -8.0% |
| VXF Vanguard Extended Market ETF | 0.10% | 6,117 | $1.3M | Add +0.2% |
| ADBE Adobe Inc. | 0.10% | 3,613 | $1.3M | Reduce -14.0% |
| XLI SS Industrial Select Sector | 0.09% | 7,857 | $1.2M | Reduce -7.7% |
| XLV SS Health Care Select Sector | 0.09% | 8,169 | $1.1M | Reduce -19.5% |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 19,747 | $1.1M | Add +20.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 3,955 | $1.1M | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 0.08% | 1,679 | $1.0M | Reduce -22.5% |
| UBER Uber Technologies Inc. | 0.07% | 10,196 | $999K | Add +25.3% |
| DFAC Dimensional US Core Equity 2 | 0.07% | 24,936 | $962K | Add +0.3% |
| SOXX iShares Semiconductor ETF | 0.07% | 3,448 | $935K | Add +0.2% |
| AMD Advanced Micro Devices | 0.07% | 5,555 | $899K | Add +9.5% |
| IWF iShares Russell 1000 Growth | 0.06% | 1,850 | $867K | Reduce -7.1% |
| ISRG Intuitive Surgical Inc. | 0.06% | 1,914 | $856K | Add +338.0% |
| QCOM Qualcomm Inc. | 0.06% | 4,986 | $830K | Reduce -6.8% |
| TSLA Tesla Inc. | 0.06% | 1,856 | $825K | Add +3.2% |
| CSCO Cisco Systems Inc. | 0.06% | 11,886 | $813K | Add +1.4% |
| VIK Viking Holdings Ltd. | 0.06% | 12,813 | $796K | Add +14.7% |
| CELH Celsius Holdings Inc. | 0.06% | 13,526 | $778K | Add +15.6% |
| IAU iShares Gold Trust | 0.06% | 10,483 | $763K | Add +1.0% |
| IQLT iShares MSCI International Q | 0.06% | 17,060 | $754K | Reduce -0.1% |
| AON Aon PLC Class A | 0.06% | 2,100 | $749K | Add +4.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 1,517 | $728K | Reduce -13.7% |
| REVG Rev Group Inc. | 0.05% | 12,603 | $714K | No change |
| DE Deere & Co. | 0.05% | 1,529 | $699K | Reduce -2.9% |
| CMA Comerica Inc. | 0.05% | 10,054 | $689K | Add +0.1% |
| XLC SS Comm Select Sector SPDR | 0.05% | 5,682 | $673K | Reduce -8.8% |
| AEP American Electric Power | 0.05% | 5,945 | $669K | Add +1.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 7,427 | $648K | Reduce -2.6% |
| CMI Cummins Inc. | 0.05% | 1,506 | $636K | Add +0.7% |
Portfolio Sells Q2 2025 → Q3 2025
| UNP Union Pacific Corp. | Reduce -90.3% | 0.16% | −1.57 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.95 |
| GPC Genuine Parts Co. | Reduce -98.2% | 0.02% | −0.77 |
| AVGO Broadcom Inc. | Reduce -19.4% | 4.25% | −0.55 |
| ZTS Zoetis Inc. | Reduce -1.2% | 1.41% | −0.25 |
| MSFT Microsoft Corp. | Reduce -0.7% | 3.88% | −0.21 |
| TXN Texas Instruments Inc. | Reduce -8.3% | 0.22% | −0.07 |
| KO The Coca-Cola Co. | Reduce -5.0% | 0.24% | −0.05 |
| MCD McDonald's Corp. | Reduce -7.3% | 0.39% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -1.2% | 3.58% | −0.05 |
| ADP Automatic Data Processing | Reduce -1.6% | 0.24% | −0.04 |
| ADBE Adobe Inc. | Reduce -14.0% | 0.10% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.23% | −0.03 |
| ADC Agree Realty Corp. | Reduce -2.0% | 0.20% | −0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Sold out | 0.00% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -19.5% | 0.09% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -38.9% | 0.04% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -22.5% | 0.08% | −0.02 |
| BAC Bank of America Corp. | Reduce -5.2% | 0.43% | −0.02 |
| JPST JPMorgan Ultra-Short Income | Reduce -8.0% | 0.10% | −0.02 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.02 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.02 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.02 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.02 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Reduce -14.4% | 0.03% | −0.01 |
| XLF SS Financial Select Sector | Reduce -5.3% | 0.12% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -7.1% | 0.11% | −0.01 |
| DE Deere & Co. | Reduce -2.9% | 0.05% | −0.01 |
| AMGN Amgen Inc. | Reduce -1.4% | 0.14% | −0.01 |
| AMT American Tower Corp. | Reduce -22.6% | 0.02% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -7.7% | 0.09% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -4.8% | 0.18% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -17.2% | 0.04% | −0.01 |
| HON Honeywell International Inc. | Reduce -19.1% | 0.02% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -13.7% | 0.05% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -6.8% | 0.06% | −0.01 |
| RSG Republic Services Inc. | Reduce -4.9% | 0.03% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -23.1% | 0.02% | −0.01 |
| MAR Marriott International Class A | Reduce -12.6% | 0.02% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.8% | 0.20% | −0.01 |
| ITW Illinois Tool Works | Reduce -11.8% | 0.03% | −0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -8.8% | 0.05% | −0.00 |
| TT Trane Technologies PLC | Reduce -10.8% | 0.02% | −0.00 |
| XLP SS Consumer Staples Sel Sect | Reduce -8.9% | 0.02% | −0.00 |
| T AT&T Inc. | Reduce -1.7% | 0.03% | −0.00 |
| IWF iShares Russell 1000 Growth | Reduce -7.1% | 0.06% | −0.00 |
| IQLT iShares MSCI International Q | Reduce -0.1% | 0.06% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.6% | 0.05% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -10.4% | 0.02% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| ROL Rollins Inc. | New | 1.44% | +1.44 |
| META Meta Platforms Inc. Class A | Add +2011.6% | 1.43% | +1.36 |
| ORLY O'reilly Automotive Inc. | Add +73.0% | 2.08% | +0.99 |
| VICI Vici Properties Inc. | Add +101.4% | 1.71% | +0.78 |
| AAPL Apple Inc. | Add +0.3% | 4.25% | +0.53 |
| ABBV Abbvie Inc. | Add +0.4% | 3.27% | +0.43 |
| ASML ASML Holding NV-NY Reg SHS | Add +6.6% | 1.74% | +0.27 |
| KLAC KLA Corp. | Add +1.2% | 2.08% | +0.22 |
| TJX TJX Companies Inc. | Add +3.1% | 2.06% | +0.20 |
| LLY Eli Lilly & Co. | Add +20.0% | 1.36% | +0.10 |
| HD Home Depot Inc. | Add +0.8% | 2.43% | +0.05 |
| SDVY First Trust Smid Cap Rising | Add +4.2% | 1.60% | +0.05 |
| ISRG Intuitive Surgical Inc. | Add +338.0% | 0.06% | +0.04 |
| NVDA Nvidia Corp. | Add +3.7% | 0.34% | +0.04 |
| MRK Merck & Co. Inc. | Add +5.5% | 1.43% | +0.04 |
| PWR Quanta Services Inc. | Add +1.1% | 2.11% | +0.04 |
| PPH Vaneck Pharmaceutical ETF | New | 0.03% | +0.03 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.03% | +0.03 |
| PEP Pepsico Inc. | Add +5.9% | 0.85% | +0.03 |
| FIX Comfort Systems USA Inc. | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | New | 0.02% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.02% | +0.02 |
| QYLD Global X Nasd 100 Cov Call | Add +26.8% | 0.11% | +0.02 |
| IJR iShares Core S&P Small-Cap E | New | 0.02% | +0.02 |
| MO Altria Group Inc. | New | 0.02% | +0.02 |
| XYLD Global X S&P 500 Cove Call E | Add +25.8% | 0.11% | +0.02 |
| TSLA Tesla Inc. | Add +3.2% | 0.06% | +0.02 |
| SYY Sysco Corp. | New | 0.01% | +0.01 |
| RTX RTX Corp. | Add +0.0% | 0.30% | +0.01 |
| NSC Norfolk Southern Corp. | Add +2.2% | 0.16% | +0.01 |
| CELH Celsius Holdings Inc. | Add +15.6% | 0.06% | +0.01 |
| UBER Uber Technologies Inc. | Add +25.3% | 0.07% | +0.01 |
| XOM Exxon Mobil Corp. | Add +15.5% | 0.13% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +11.8% | 0.14% | +0.01 |
| VIK Viking Holdings Ltd. | Add +14.7% | 0.06% | +0.01 |
| BX Blackstone Inc. | Add +35.1% | 0.03% | +0.01 |
| AMD Advanced Micro Devices | Add +9.5% | 0.07% | +0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +20.7% | 0.08% | +0.01 |
| CMI Cummins Inc. | Add +0.7% | 0.05% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +49.0% | 0.02% | +0.01 |
| QQQM Invesco Nasdaq 100 ETF | Add +19.7% | 0.03% | +0.01 |
| REGN Regeneron Pharmaceuticals | Add +21.0% | 0.03% | +0.00 |
| DECK Deckers Outdoor Corp. | Add +23.7% | 0.04% | +0.00 |
| IAU iShares Gold Trust | Add +1.0% | 0.06% | +0.00 |
| NEE Nextera Energy Inc. | Add +0.6% | 0.99% | +0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +17.5% | 0.02% | +0.00 |
| SOXX iShares Semiconductor ETF | Add +0.2% | 0.07% | +0.00 |
| MNST Monster Beverage Corp. | Add +1.6% | 1.22% | +0.00 |
| CMA Comerica Inc. | Add +0.1% | 0.05% | +0.00 |
| CVX Chevron Corp. | Add +9.4% | 0.02% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 184 | $1.6B | FBND, KLAC, GOOG, AAPL, AVGO |
| Q1 2026 | 170 | $1.4B | FBND, AAPL, GOOG, AVGO, XLE |
| Q4 2025 | 169 | $1.4B | FBND, GOOG, AAPL, AVGO, JPM |
| Q3 2025 | 164 | $1.3B | FBND, AVGO, AAPL, MSFT, JPM |
| Q2 2025 | 162 | $1.2B | FBND, AVGO, MSFT, AAPL, JPM |
| Q1 2025 | 160 | $1.2B | FBND, AAPL, JPM, ABBV, MSFT |
| Q4 2024 | 153 | $1.2B | FBND, AAPL, AVGO, GOOG, MSFT |
| Q3 2024 | 198 | $1.2B | FBND, AAPL, MSFT, AVGO, GOOG |
| Q2 2024 | 188 | $1.1B | FBND, AAPL, MSFT, GOOG, AVGO |
| Q1 2024 | 187 | $1.0B | FBND, MSFT, AAPL, JPM, GOOG |