Blue Chip Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Blue Chip Partners, LLC reported 170 stock positions worth $1.4 billion. Its top holding was Fidelity Total Bond ETF (FBND) at 9.8% of the portfolio, followed by Apple (AAPL, 4.0%) and Alphabet Class C (GOOG, 3.9%). Compared with Q4 2025, it opened 14 new positions, sold out of 13, added to 79 and reduced 70. The biggest buy was a new position in Welltower (WELL) and the biggest sale Unitedhealth (UNH, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- FARMINGTON HILLS, MI
- CIK
- 0001632801
- Portfolio Value
- $1.4B (Q1 2026)
- SEC Filing
- 0001632801-26-000003 ↗ filed May 15, 2026
Holdings Value
Holdings 170 stocks · $1.4B
| FBND Fidelity Total Bond ETF | 9.78% | 2,979,026 | $135.9M | Add +3.7% |
| AAPL Apple Inc. | 4.04% | 221,135 | $56.1M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 3.88% | 187,872 | $53.9M | Reduce -3.0% |
| AVGO Broadcom Inc. | 3.75% | 168,279 | $52.1M | Reduce -0.2% |
| XLE SS Energy Select Sector | 3.42% | 774,638 | $47.5M | Add +0.8% |
| JPM JPMorgan Chase & Co. | 3.25% | 153,633 | $45.2M | Add +0.8% |
| CGMU Cap Group Municipal Income | 3.23% | 1,653,001 | $44.9M | Add +1.1% |
| ABBV Abbvie Inc. | 3.00% | 191,381 | $41.6M | Add +0.9% |
| MSFT Microsoft Corp. | 2.72% | 102,117 | $37.8M | Add +1.3% |
| PWR Quanta Services Inc. | 2.71% | 68,455 | $37.6M | Reduce -0.3% |
| KLAC KLA Corp. | 2.62% | 24,707 | $36.4M | Reduce -3.5% |
| COST Costco Wholesale Corp. | 2.47% | 34,381 | $34.3M | Add +5.6% |
| LLY Eli Lilly & Co. | 2.35% | 35,447 | $32.6M | Add +0.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.29% | 199,174 | $31.8M | Add +2.3% |
| WM Waste Management Inc. | 2.26% | 136,356 | $31.3M | Add +2.7% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.25% | 23,690 | $31.3M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 2.21% | 147,461 | $30.7M | Add +1.8% |
| MRK Merck & Co. Inc. | 2.16% | 249,913 | $30.1M | Add +2.1% |
| V Visa Inc. Class A | 2.00% | 92,087 | $27.8M | Add +1.7% |
| PM Philip Morris International | 1.99% | 167,288 | $27.7M | Add +2.9% |
| HD Home Depot Inc. | 1.99% | 84,040 | $27.6M | Add +5.7% |
| BLK BlackRock Inc. | 1.88% | 27,197 | $26.2M | Add +3.4% |
| ETN Eaton Corp. PLC | 1.88% | 73,030 | $26.1M | Add +5.8% |
| ORLY O'reilly Automotive Inc. | 1.84% | 276,916 | $25.6M | Add +3.8% |
| SDVY First Trust Smid Cap Rising | 1.72% | 607,551 | $24.0M | Add +2.8% |
| ICE Intercontinental Exchange Inc. | 1.71% | 151,049 | $23.8M | Add +5.3% |
| ABT Abbott Laboratories | 1.54% | 208,691 | $21.4M | Add +1.1% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 1.47% | 747,895 | $20.4M | Add +39.3% |
| ROL Rollins Inc. | 1.47% | 382,386 | $20.4M | Reduce -0.9% |
| TMUS T-Mobile US Inc. | 1.43% | 94,332 | $19.8M | Add +37.0% |
| DTE DTE Energy Company | 1.39% | 131,716 | $19.3M | Add +1.8% |
| MNST Monster Beverage Corp. | 1.26% | 241,473 | $17.5M | Reduce -0.4% |
| NEE Nextera Energy Inc. | 1.21% | 181,546 | $16.9M | Add +2.0% |
| XEL Xcel Energy Inc. | 1.20% | 210,260 | $16.7M | Add +2.4% |
| MS Morgan Stanley | 1.15% | 97,464 | $16.0M | Reduce -5.2% |
| WELL Welltower Inc. | 0.97% | 68,404 | $13.5M | New |
| PEP Pepsico Inc. | 0.96% | 85,497 | $13.3M | Add +5.9% |
| AGG iShares Core U.S. Aggregate | 0.77% | 108,098 | $10.7M | Reduce -2.9% |
| PANW Palo Alto Networks Inc. | 0.63% | 55,006 | $8.8M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.61% | 21,558 | $8.4M | New |
| JPIE JPMorgan Income ETF | 0.49% | 147,558 | $6.8M | Add +0.3% |
| MCD McDonald's Corp. | 0.37% | 16,360 | $5.1M | Reduce -2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.35% | 100,762 | $4.9M | Reduce -7.0% |
| RTX RTX Corp. | 0.33% | 23,840 | $4.6M | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 0.31% | 20,154 | $4.3M | Add +3.4% |
| NVDA Nvidia Corp. | 0.29% | 22,913 | $4.0M | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.26% | 12,702 | $3.7M | Reduce -1.4% |
| KO The Coca-Cola Co. | 0.25% | 45,601 | $3.5M | Reduce -1.1% |
| WMT Walmart Inc. | 0.22% | 24,059 | $3.0M | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.21% | 11,956 | $2.9M | Reduce -0.6% |
| TXN Texas Instruments Inc. | 0.21% | 14,805 | $2.9M | Reduce -3.8% |
| ADC Agree Realty Corp. | 0.20% | 37,110 | $2.8M | Reduce -1.2% |
| PG The Procter & Gamble Co. | 0.19% | 18,303 | $2.6M | Reduce -3.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 4,047 | $2.6M | Reduce -1.5% |
| LMT Lockheed Martin Corp. | 0.19% | 4,352 | $2.6M | Add +0.2% |
| CAT Caterpillar Inc. | 0.19% | 3,704 | $2.6M | Add +0.5% |
| XOM Exxon Mobil Corp. | 0.18% | 14,905 | $2.5M | Reduce -0.8% |
| DTM DT Midstream Inc. | 0.17% | 17,477 | $2.4M | Reduce -1.4% |
| XLK SS Technology Select Sector | 0.16% | 17,197 | $2.3M | Add +6.4% |
| ADP Automatic Data Processing | 0.15% | 10,453 | $2.1M | Reduce -3.9% |
| UNP Union Pacific Corp. | 0.15% | 8,708 | $2.1M | Reduce -1.0% |
| VYM Vanguard High DVD Yield ETF | 0.14% | 13,531 | $2.0M | Reduce -3.2% |
| AMGN Amgen Inc. | 0.14% | 5,635 | $2.0M | Reduce -6.0% |
| QYLD Global X Nasd 100 Cov Call | 0.13% | 106,227 | $1.8M | Add +32.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 3,798 | $1.8M | Reduce -0.2% |
| NSC Norfolk Southern Corp. | 0.13% | 6,226 | $1.8M | Reduce -4.4% |
| XYLD Global X S&P 500 Cove Call E | 0.13% | 44,800 | $1.8M | Add +32.1% |
| XLF SS Financial Select Sector | 0.12% | 33,327 | $1.6M | Add +6.7% |
| META Meta Platforms Inc. Class A | 0.12% | 2,861 | $1.6M | Reduce -88.5% |
| PAG Penske Automotive Group Inc. | 0.11% | 10,412 | $1.6M | Add +0.9% |
| MUB iShares National Muni Bond E | 0.11% | 13,896 | $1.5M | Add +191.9% |
| RSP Invesco S&P 500 Equal Weight | 0.10% | 7,452 | $1.4M | Reduce -4.8% |
| JPST JPMorgan Ultra-Short Income | 0.10% | 27,947 | $1.4M | Reduce -1.0% |
| XLI SS Industrial Select Sector | 0.09% | 7,904 | $1.3M | Reduce -13.7% |
| VXF Vanguard Extended Market ETF | 0.09% | 6,143 | $1.3M | Reduce -0.7% |
| XLV SS Health Care Select Sector | 0.09% | 8,481 | $1.2M | Add +4.1% |
| VOO Vanguard S&P 500 ETF | 0.09% | 2,027 | $1.2M | Add +20.6% |
| SYK Stryker Corp. | 0.09% | 3,626 | $1.2M | Reduce -0.4% |
| AMD Advanced Micro Devices | 0.09% | 5,850 | $1.2M | Reduce -1.8% |
| FITB Fifth Third Bancorp | 0.09% | 25,549 | $1.2M | New |
| VIK Viking Holdings Ltd. | 0.08% | 15,800 | $1.2M | Add +5.5% |
| SOXX iShares Semiconductor ETF | 0.08% | 3,365 | $1.1M | Reduce -5.6% |
| JEPI JPMorgan Equity Premium Inco | 0.08% | 19,371 | $1.1M | Add +45.5% |
| XLRE SS Real Estate Select Sector | 0.08% | 26,540 | $1.1M | Reduce -83.5% |
| ISRG Intuitive Surgical Inc. | 0.08% | 2,274 | $1.0M | Add +6.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.07% | 4,262 | $1.0M | Add +14.1% |
| MU Micron Technology Inc. | 0.07% | 2,997 | $1.0M | Add +109.0% |
| XLY SS Consumer Disc Select Sect | 0.07% | 9,163 | $999K | Reduce -45.6% |
| DFAC Dimensional US Core Equity 2 | 0.07% | 24,994 | $971K | No change |
| UBER Uber Technologies Inc. | 0.07% | 13,193 | $949K | Add +32.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 3,900 | $945K | Reduce -1.8% |
| TGT Target Corp. | 0.06% | 7,359 | $892K | Reduce -29.5% |
| IAU iShares Gold Trust | 0.06% | 10,116 | $892K | Reduce -2.5% |
| CSCO Cisco Systems Inc. | 0.06% | 11,119 | $863K | Reduce -0.1% |
| DE Deere & Co. | 0.06% | 1,514 | $853K | Reduce -0.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 1,895 | $846K | Add +12.1% |
| TSLA Tesla Inc. | 0.06% | 2,255 | $838K | Reduce -8.0% |
| IWF iShares Russell 1000 Growth | 0.06% | 1,948 | $831K | Add +6.0% |
| RSPN Invesco S&P 500 Equal Weight | 0.06% | 14,281 | $822K | New |
| REGN Regeneron Pharmaceuticals | 0.06% | 1,029 | $795K | Add +8.9% |
Portfolio Sells Q4 2025 → Q1 2026
| UNH Unitedhealth Group Inc. | Reduce -96.0% | 0.04% | −1.17 |
| META Meta Platforms Inc. Class A | Reduce -88.5% | 0.12% | −1.08 |
| GOOG Alphabet Inc. Class C | Reduce -3.0% | 3.88% | −0.53 |
| AVGO Broadcom Inc. | Reduce -0.2% | 3.75% | −0.48 |
| XLRE SS Real Estate Select Sector | Reduce -83.5% | 0.08% | −0.39 |
| VOX Vanguard Communication Servi | Sold out | 0.00% | −0.34 |
| ROL Rollins Inc. | Reduce -0.9% | 1.47% | −0.21 |
| MS Morgan Stanley | Reduce -5.2% | 1.15% | −0.17 |
| RSPC Invesco S&P 500 Equal Weig C | Sold out | 0.00% | −0.17 |
| MNST Monster Beverage Corp. | Reduce -0.4% | 1.26% | −0.09 |
| BAC Bank of America Corp. | Reduce -7.0% | 0.35% | −0.08 |
| XLY SS Consumer Disc Select Sect | Reduce -45.6% | 0.07% | −0.07 |
| CMA Comerica Inc. | Sold out | 0.00% | −0.06 |
| VDC Vanguard Consumer Staple ETF | Sold out | 0.00% | −0.06 |
| ADP Automatic Data Processing | Reduce -3.9% | 0.15% | −0.05 |
| ADBE Adobe Inc. | Reduce -31.3% | 0.04% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -2.9% | 0.77% | −0.03 |
| GRID First TRST Nasd Class Edg Sgiif | Sold out | 0.00% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 0.26% | −0.03 |
| XLP SS Consumer Staples Sel Sect | Reduce -53.6% | 0.03% | −0.03 |
| IGV iShares Expanded Tech-Softwa | Sold out | 0.00% | −0.02 |
| RSPD Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -15.6% | 0.04% | −0.02 |
| IHF iShares U.S. Healthcare Prov | Sold out | 0.00% | −0.02 |
| TSLA Tesla Inc. | Reduce -8.0% | 0.06% | −0.02 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.02 |
| XLC SS Comm Select Sector SPDR | Reduce -18.9% | 0.06% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -1.8% | 0.07% | −0.02 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.02 |
| TGLS Tecnoglass Holdings Inc. | Sold out | 0.00% | −0.02 |
| IYT iShares US Transportation Et | Sold out | 0.00% | −0.02 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 0.19% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -45.5% | 0.02% | −0.01 |
| XLI SS Industrial Select Sector | Reduce -13.7% | 0.09% | −0.01 |
| TGT Target Corp. | Reduce -29.5% | 0.06% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.13% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -4.4% | 0.13% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -18.9% | 0.02% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -3.7% | 0.19% | −0.01 |
| SYK Stryker Corp. | Reduce -0.4% | 0.09% | −0.01 |
| AMD Advanced Micro Devices | Reduce -1.8% | 0.09% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -4.8% | 0.10% | −0.01 |
| BX Blackstone Inc. | Reduce -0.9% | 0.01% | −0.01 |
| AON Aon PLC Class A | Reduce -0.7% | 0.05% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.0% | 0.03% | −0.00 |
| MA Mastercard Inc. Class A | Reduce -4.6% | 0.02% | −0.00 |
| MCD McDonald's Corp. | Reduce -2.0% | 0.37% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -12.7% | 0.02% | −0.00 |
| VXF Vanguard Extended Market ETF | Reduce -0.7% | 0.09% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| WELL Welltower Inc. | New | 0.97% | +0.97 |
| XLE SS Energy Select Sector | Add +0.8% | 3.42% | +0.92 |
| PANW Palo Alto Networks Inc. | New | 0.63% | +0.63 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.61% | +0.61 |
| COST Costco Wholesale Corp. | Add +5.6% | 2.47% | +0.43 |
| TMUS T-Mobile US Inc. | Add +37.0% | 1.43% | +0.41 |
| VICI Vici Properties Inc. | Add +39.3% | 1.47% | +0.38 |
| MRK Merck & Co. Inc. | Add +2.1% | 2.16% | +0.30 |
| ETN Eaton Corp. PLC | Add +5.8% | 1.88% | +0.29 |
| FBND Fidelity Total Bond ETF | Add +3.7% | 9.78% | +0.19 |
| NEE Nextera Energy Inc. | Add +2.0% | 1.21% | +0.18 |
| DTE DTE Energy Company | Add +1.8% | 1.39% | +0.18 |
| WM Waste Management Inc. | Add +2.7% | 2.26% | +0.14 |
| TJX TJX Companies Inc. | Add +2.3% | 2.29% | +0.12 |
| PEP Pepsico Inc. | Add +5.9% | 0.96% | +0.12 |
| XEL Xcel Energy Inc. | Add +2.4% | 1.20% | +0.10 |
| PM Philip Morris International | Add +2.9% | 1.99% | +0.10 |
| FITB Fifth Third Bancorp | New | 0.09% | +0.09 |
| SDVY First Trust Smid Cap Rising | Add +2.8% | 1.72% | +0.08 |
| ORLY O'reilly Automotive Inc. | Add +3.8% | 1.84% | +0.08 |
| MUB iShares National Muni Bond E | Add +191.9% | 0.11% | +0.07 |
| RSPN Invesco S&P 500 Equal Weight | New | 0.06% | +0.06 |
| MU Micron Technology Inc. | Add +109.0% | 0.07% | +0.04 |
| IHI iShares U.S. Medical Devices | New | 0.04% | +0.04 |
| SPOT Spotify Technology SA | New | 0.04% | +0.04 |
| LMT Lockheed Martin Corp. | Add +0.2% | 0.19% | +0.04 |
| CAT Caterpillar Inc. | Add +0.5% | 0.19% | +0.04 |
| CAVA Cava Group Inc. | Add +46.3% | 0.06% | +0.03 |
| QYLD Global X Nasd 100 Cov Call | Add +32.2% | 0.13% | +0.03 |
| XYLD Global X S&P 500 Cove Call E | Add +32.1% | 0.13% | +0.03 |
| ICE Intercontinental Exchange Inc. | Add +5.3% | 1.71% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +45.5% | 0.08% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | New | 0.02% | +0.02 |
| VEA Vanguard Ftse Developed ETF | New | 0.02% | +0.02 |
| TEX Terex Corp. | New | 0.02% | +0.02 |
| FRDM Freedom 100 Emeging MRKT ETF | New | 0.02% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | New | 0.01% | +0.01 |
| SDY SS SPDR S&P Dividend ETF | New | 0.01% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | New | 0.01% | +0.01 |
| RTX RTX Corp. | Add +0.1% | 0.33% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +69.8% | 0.03% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +20.6% | 0.09% | +0.01 |
| FIX Comfort Systems USA Inc. | Add +0.3% | 0.03% | +0.01 |
| UBER Uber Technologies Inc. | Add +32.5% | 0.07% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +36.0% | 0.02% | +0.01 |
| DECK Deckers Outdoor Corp. | Add +17.6% | 0.06% | +0.01 |
| GLD SPDR Gold Shares | Add +13.9% | 0.03% | +0.01 |
| VIK Viking Holdings Ltd. | Add +5.5% | 0.08% | +0.01 |
| HD Home Depot Inc. | Add +5.7% | 1.99% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +12.1% | 0.06% | +0.01 |
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 |