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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 $1,389,114,319
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 2,979,026 $135,903,144 9.78%
2.
Apple Inc.
 AAPL 221,135 $56,121,921 4.04%
3.
Alphabet Inc.
 GOOGL 187,872 $53,892,969 3.88%
4.
Broadcom Inc.
 AVGO 168,279 $52,084,095 3.75%
5.
Sector Spdr Trust
 XLE 774,638 $47,454,353 3.42%
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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