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Home > Institutional Investor > Blue Chip Partners, Inc. > Profile

Instuitional Investor - Blue Chip Partners, Inc.

Fund Profile
Filing Period:
Fund Name: Blue Chip Partners, Inc.
Portfolio Value $1,159,663,477
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 2,579,311 $117,745,542 10.15%
2.
Apple Inc.
 AAPL 217,284 $48,265,355 4.16%
3.
Jpmorgan Chase & Co
 JPM 167,880 $41,181,071 3.55%
4.
Abbvie Inc.
 ABBV 185,298 $38,823,738 3.35%
5.
Microsoft Corp
 MSFT 99,279 $37,268,367 3.21%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)