StockDriftsStockDriftsTop 50 Blue Chip Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 8.86% | 3.08M | $140.2M | +3.45%(+102.80K) | $44.89(-0.04%) | 2026-06-30 | |
| KLAC | KLA CORP | 4.43% | 232.5K | $70.2M | -5.89%(-14.55K) | $56.74(+249.98%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.15% | 186.0K | $65.7M | -1.00%(-1.88K) | $67.26(+409.43%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.02% | 220.1K | $63.7M | -0.45%(-1.00K) | $82.16(+271.70%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.9% | 163.6K | $61.8M | -2.78%(-4.67K) | $37.48(+950.60%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.19% | 154.4K | $50.5M | +0.50%(+767) | $97.84(+272.76%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 3.09% | 194.3K | $48.9M | +1.51%(+2.89K) | $87.57(+184.82%) | 2026-06-30 | |
| PWR | QUANTA SVCS INC | 2.96% | 65.2K | $46.9M | -4.82%(-3.30K) | $300.48(+132.34%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 2.89% | 23.0K | $45.8M | -2.88%(-682) | $728.73(+156.30%) | 2026-06-30 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 2.75% | 1.59M | $43.6M | -4.06%(-67.19K) | $26.77(+1.64%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.77% | +59.20% | +9.24% | +55.54% |
| Top 20 Holdings Unweighted | +18.93% | +68.21% | +10.61% | +65.57% |
Blue Chip Partners LLC reports $1.58B in US-listed equity holdings across 184 positions in its most recent 13F filing. Its largest disclosed positions are FBND (8.9%), KLAC (4.4%) and GOOG (4.2%). The top 20 holdings account for 62.45% of reported assets. Its disclosed equity book has returned +59.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Blue Chip Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1632801). View Blue Chip Partners LLC’s 13F filings on SEC