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

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $1.2B Q4 2024 Q1 2025: $1.2B Q1 2025 Q2 2025: $1.2B Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.4B $1.4B Q1 2026 Q2 2026: $1.6B Q2 2026

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%
CAVA Cava Group Inc. 0.06% 9,822 $795K Add +46.3%
CMI Cummins Inc. 0.06% 1,476 $794K Add +0.3%
XLC SS Comm Select Sector SPDR 0.06% 7,086 $786K Reduce -18.9%
AEP American Electric Power 0.06% 5,951 $780K No change
IQLT iShares MSCI International Q 0.06% 16,864 $780K Reduce -1.9%
DECK Deckers Outdoor Corp. 0.06% 7,661 $767K Add +17.6%
IEFA iShares Core MSCI Eafe ETF 0.05% 7,673 $695K Add +1.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 1,535 $671K Add +1.0%
AON Aon PLC Class A 0.05% 2,041 $659K Reduce -0.7%
ADBE Adobe Inc. 0.04% 2,461 $598K Reduce -31.3%
CELH Celsius Holdings Inc. 0.04% 16,685 $592K Add +15.3%
SCHD Schwab US DVD Equity ETF 0.04% 19,151 $588K Reduce -4.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.04% 2,837 $557K Add +4.9%
IHI iShares U.S. Medical Devices 0.04% 10,301 $550K New
SPOT Spotify Technology SA 0.04% 1,130 $548K New
UNH Unitedhealth Group Inc. 0.04% 2,023 $547K Reduce -96.0%
F Ford Motor Co. filed as FORD MTR CO 0.04% 46,840 $541K Add +0.9%
IWV iShares Russell 3000 ETF 0.04% 1,387 $514K Add +0.2%
QCOM Qualcomm Inc. 0.04% 3,930 $506K Reduce -15.6%
QQQ Invesco QQQ Trust Series 1 0.03% 832 $480K Reduce -5.0%
ADI Analog Devices Inc. 0.03% 1,492 $475K Reduce -1.3%
GLD SPDR Gold Shares 0.03% 1,081 $465K Add +13.9%
JCI Johnson Controls Internation 0.03% 3,395 $445K Add +0.3%
VTI VG Morningstar TS MKT ETF-US 0.03% 1,374 $441K Add +69.8%
DAL Delta Air Lines Inc. 0.03% 6,308 $419K Add +0.3%
FIX Comfort Systems USA Inc. 0.03% 301 $414K Add +0.3%
EQWL Invesco S&P 100 Equal Weight 0.03% 3,552 $409K Add +0.1%
PPH Vaneck Pharmaceutical ETF 0.03% 3,889 $404K Add +11.8%
XLB SS Materials Select Sector 0.03% 8,000 $400K Add +0.6%
VZ Verizon Communications Inc. 0.03% 7,896 $396K Reduce -9.5%
RSG Republic Services Inc. 0.03% 1,751 $384K Add +0.3%
NFLX Netflix Inc. 0.03% 3,980 $383K Reduce -2.5%
RJF Raymond James Financial Inc. 0.03% 2,605 $377K Add +0.3%
XLP SS Consumer Staples Sel Sect 0.03% 4,502 $369K Reduce -53.6%
ITW Illinois Tool Works 0.03% 1,414 $368K Reduce -3.4%
T AT&T Inc. 0.03% 12,343 $358K Reduce -4.8%
SHEL Shell PLC-ADR 0.03% 3,840 $357K Reduce -0.2%
JAAA Janus Henderson Aaa Clo ETF 0.02% 6,747 $340K Reduce -6.9%
DGRO iShares Core Dividend Growth 0.02% 4,792 $336K Add +2.9%
CVX Chevron Corp. 0.02% 1,589 $329K Reduce -3.5%
MAR Marriott International Class A 0.02% 995 $326K No change
VXUS Vanguard Total Intl Stock 0.02% 4,129 $318K Add +36.0%
BSV Vanguard Short-Term Bond ETF 0.02% 3,966 $311K Add +0.6%
IVE iShares S&P 500 Value ETF 0.02% 1,407 $297K Reduce -12.7%
MA Mastercard Inc. Class A 0.02% 583 $292K Reduce -4.6%
IVW iShares S&P 500 Growth ETF 0.02% 2,558 $289K Reduce -18.9%
ACWI iShares MSCI Acwi ETF 0.02% 2,050 $284K Add +0.5%
DLR Digital Realty Trust Inc. 0.02% 1,525 $275K Reduce -8.4%
IBIT iShares Bitcoin Trust ETF 0.02% 7,150 $275K New
OUSM Alps Oshares US Small-Cap Qu 0.02% 6,078 $266K Reduce -9.4%
IVV iShares Core S&P 500 ETF 0.02% 393 $256K Add +5.1%
EFA iShares MSCI Eafe ETF 0.02% 2,632 $256K No change
WEC WEC Energy Group Inc. 0.02% 2,192 $254K Reduce -10.7%
VEA Vanguard Ftse Developed ETF 0.02% 3,930 $252K New
OKE Oneok Inc. 0.02% 2,783 $252K Add +1.2%
TEX Terex Corp. 0.02% 4,232 $250K New
FRDM Freedom 100 Emeging MRKT ETF 0.02% 4,370 $239K New
GM General Motors Co. 0.02% 3,106 $231K Add +0.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.02% 4,992 $229K Reduce -45.5%
UPS United Parcel Service Class B 0.02% 2,239 $220K Reduce -6.9%
AMT American Tower Corp. 0.02% 1,260 $217K Add +7.4%
HEI.A Heico Corp. Class A 0.02% 1,022 $216K No change
IYC iShares US Consumer Discreti 0.02% 2,213 $214K Add +0.1%
XETYX Eaton Vance Tax-MGD Div Eqty 0.02% 15,447 $213K No change
TT Trane Technologies PLC 0.01% 487 $203K Reduce -6.9%
BX Blackstone Inc. 0.01% 1,765 $203K Reduce -0.9%
SDY SS SPDR S&P Dividend ETF 0.01% 1,381 $202K New
PLTR Palantir Technologies Inc. Class A 0.01% 1,374 $201K New
IWR iShares Russell Mid-Cap ETF 0.01% 2,059 $200K New
XEXGX Eaton Vance Tax-Managed Glob 0.01% 11,486 $99K No change

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 184$1.6BFBND, KLAC, GOOG, AAPL, AVGO
Q1 2026 170$1.4BFBND, AAPL, GOOG, AVGO, XLE
Q4 2025 169$1.4BFBND, GOOG, AAPL, AVGO, JPM
Q3 2025 164$1.3BFBND, AVGO, AAPL, MSFT, JPM
Q2 2025 162$1.2BFBND, AVGO, MSFT, AAPL, JPM
Q1 2025 160$1.2BFBND, AAPL, JPM, ABBV, MSFT
Q4 2024 153$1.2BFBND, AAPL, AVGO, GOOG, MSFT
Q3 2024 198$1.2BFBND, AAPL, MSFT, AVGO, GOOG
Q2 2024 188$1.1BFBND, AAPL, MSFT, GOOG, AVGO
Q1 2024 187$1.0BFBND, MSFT, AAPL, JPM, GOOG