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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 $1,378,898,711
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 2,872,433 $132,246,831 9.59%
2.
Alphabet Inc.
 GOOGL 193,609 $60,754,363 4.41%
3.
Apple Inc.
 AAPL 220,584 $59,967,878 4.35%
4.
Broadcom Inc.
 AVGO 168,607 $58,354,772 4.23%
5.
Jpmorgan Chase & Co
 JPM 152,403 $49,107,358 3.56%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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