Blue Chip Partners, LLC

CIK 0001632801 · FARMINGTON HILLS, MI · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Blue Chip Partners, LLC reported 184 positions worth $1.58B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: FBND (8.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.58B
2026 Q2
Positions
184
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.3%
Est. Net Flow (Q)
2026 Q2
10 / 184 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1FBNDFIDELITY MERRIMACK STR TRSH$140.2M8.86%3,081,830
2KLACKLA CORPSH$70.2M4.43%232,521
3GOOGALPHABET INCSH$65.7M4.15%185,997
4AAPLAPPLE INCSH$63.7M4.02%220,130
5AVGOBROADCOM INCSH$61.8M3.90%163,609
6JPMJPMORGAN CHASE & COSH$50.5M3.19%154,400
7ABBVABBVIE INCSH$48.9M3.09%194,272
8PWRQUANTA SVCS INCSH$46.9M2.96%65,158
9ASMLASML HLDG NVSH$45.8M2.89%23,008
10CGMUCAPITAL GRP FIXED INCM ETF TSH$43.6M2.75%1,585,807

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Blue Chip Partners, LLC hold as of Q2 2026?

Blue Chip Partners, LLC reported 184 positions worth $1.58B in its Q2 2026 13F filing. Largest positions: FBND (8.9%), KLAC (4.4%), GOOG (4.2%), AAPL (4.0%) and AVGO (3.9%).

What did Blue Chip Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Blue Chip Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.