Investor
Blue Chip Partners, LLC
CIK 0001632801 · filed 2026-05-15 · SEC filing
13F book
$1.39B
Positions
170
14 new · 13 sold
Largest name
9.8%
Fidelity Merrimack Str Tr
Est. mark
−$6.21M
Price effect on 156 names still held. Flow $16.4M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Fidelity Merrimack Str Tr | — | 2.98M | $135.9M | 9.8% | −$1.21M | Added$3.66M |
| Apple Inc. | AAPL | 221.1K | $56.1M | 4.0% | −$3.99M | Added−$3.85M |
| Alphabet Inc | — | 187.9K | $53.9M | 3.9% | −$5.06M | Cut−$6.86M |
| Broadcom Inc. | AVGO | 168.3K | $52.1M | 3.7% | −$6.16M | Cut−$6.27M |
| Select Sector Spdr Tr | — | 774.6K | $47.5M | 3.4% | $12.7M | Added$13.1M |
| Jpmorgan Chase & Co. | — | 153.6K | $45.2M | 3.3% | −$4.28M | Added−$3.91M |
| Capital Grp Fixed Incm Etf T | — | 1.65M | $44.9M | 3.2% | −$376.2K | Added$93.9K |
| AbbVie Inc. | ABBV | 191.4K | $41.6M | 3.0% | −$2.09M | Added−$1.73M |
| Microsoft Corp | MSFT | 102.1K | $37.8M | 2.7% | −$11.4M | Added−$10.9M |
| Quanta Svcs Inc | — | 68.5K | $37.6M | 2.7% | $8.69M | Cut$8.59M |
| Kla Corp | KLAC | 24.7K | $36.4M | 2.6% | $6.36M | Cut$5.27M |
| Costco Whsl Corp New | — | 34.4K | $34.3M | 2.5% | $4.36M | Added$6.19M |
| Eli Lilly & Co | LLY | 35.4K | $32.6M | 2.3% | −$5.45M | Added−$5.21M |
| Tjx Cos Inc New | — | 199.2K | $31.8M | 2.3% | $1.19M | Added$1.89M |
| Waste Mgmt Inc Del | — | 136.4K | $31.3M | 2.3% | $1.34M | Added$2.15M |
| Asml Holding N V | — | 23.7K | $31.3M | 2.3% | $5.95M | Cut$5.53M |
| Amazon Com Inc | AMZN | 147.5K | $30.7M | 2.2% | −$3.27M | Added−$2.73M |
| Merck & Co., Inc. | MRK | 249.9K | $30.1M | 2.2% | $3.68M | Added$4.29M |
| Visa Inc. | V | 92.1K | $27.8M | 2.0% | −$4.39M | Added−$3.93M |
| Philip Morris Intl Inc | — | 167.3K | $27.7M | 2.0% | $803.3K | Added$1.58M |
| Home Depot, Inc. | HD | 84K | $27.6M | 2.0% | −$1.21M | Added$285.3K |
| BlackRock, Inc. | BLK | 27.2K | $26.2M | 1.9% | −$2.86M | Added−$1.99M |
| Eaton Corp Plc | ETN | 73K | $26.1M | 1.9% | $2.7M | Added$4.14M |
| Oreilly Automotive Inc | — | 276.9K | $25.6M | 1.8% | $293.5K | Added$1.23M |
| First Tr Exchange-Traded Fd | — | 607.6K | $24M | 1.7% | $655.8K | Added$1.32M |
| Intercontinental Exchange In | — | 151K | $23.8M | 1.7% | −$671.3K | Added$521.7K |
| Abbott Labs | ABT | 208.7K | $21.4M | 1.5% | −$4.67M | Added−$4.43M |
| Vici Pptys Inc | — | 747.9K | $20.4M | 1.5% | −$429.5K | Added$5.34M |
| Rollins Inc | ROL | 382.4K | $20.4M | 1.5% | −$2.53M | Cut−$2.73M |
| T-Mobile Us Inc | — | 94.3K | $19.8M | 1.4% | $481.2K | Added$5.83M |
| Dte Energy Co | — | 131.7K | $19.3M | 1.4% | $2.23M | Added$2.57M |
| Monster Beverage Corp New | — | 241.5K | $17.5M | 1.3% | −$1.02M | Cut−$1.09M |
| Nextera Energy Inc | — | 181.5K | $16.9M | 1.2% | $2.24M | Added$2.57M |
| Xcel Energy Inc | — | 210.3K | $16.7M | 1.2% | $1.15M | Added$1.54M |
| Morgan Stanley | — | 97.5K | $16M | 1.2% | −$1.26M | Cut−$2.21M |
| Welltower Inc. | WELL | 68.4K | $13.5M | 1.0% | — | New |
| Pepsico Inc | PEP | 85.5K | $13.3M | 1.0% | $950K | Added$1.69M |
| Ishares Tr | — | 108.1K | $10.7M | 0.8% | −$66K | Cut−$393.1K |
| Palo Alto Networks Inc | PANW | 55K | $8.82M | 0.6% | — | New |
| Crowdstrike Hldgs Inc | — | 21.6K | $8.42M | 0.6% | — | New |
| J P Morgan Exchange Traded F | — | 147.6K | $6.8M | 0.5% | −$32.3K | Added−$9.59K |
| Mcdonalds Corp | MCD | 16.4K | $5.08M | 0.4% | $84.4K | Cut−$18.6K |
| Bank America Corp | — | 100.8K | $4.91M | 0.4% | −$629.8K | Cut−$1.05M |
| RTX Corp | RTX | 23.8K | $4.6M | 0.3% | $226.3K | Added$228.8K |
| Vanguard Specialized Funds | — | 20.2K | $4.33M | 0.3% | −$92K | Added$50.6K |
| Nvidia Corp | NVDA | 22.9K | $4M | 0.3% | −$276.4K | Added−$264.2K |
| Alphabet Inc | — | 12.7K | $3.65M | 0.3% | −$323.2K | Cut−$377.7K |
| Coca Cola Co | KO | 45.6K | $3.47M | 0.3% | $280K | Cut$246.1K |
| Walmart Inc. | WMT | 24.1K | $2.99M | 0.2% | $309.6K | Cut$285.9K |
| Johnson & Johnson | JNJ | 12K | $2.92M | 0.2% | $448.1K | Cut$433K |
| Texas Instrs Inc | — | 14.8K | $2.87M | 0.2% | $305.7K | Cut$205.1K |
| Agree Rlty Corp | — | 37.1K | $2.8M | 0.2% | $124.3K | Cut$91.9K |
| Procter And Gamble Co | PG | 18.3K | $2.64M | 0.2% | $20.6K | Cut−$80.8K |
| Spdr S&P 500 Etf Tr | — | 4.05K | $2.63M | 0.2% | −$127.3K | Cut−$170.3K |
| Lockheed Martin Corp | LMT | 4.35K | $2.63M | 0.2% | $524.5K | Added$528.7K |
| Caterpillar Inc | CAT | 3.7K | $2.62M | 0.2% | $499.5K | Added$512.3K |
| Exxon Mobil Corp | — | 14.9K | $2.53M | 0.2% | $735.1K | Cut$721.5K |
| DT Midstream, Inc. | DTM | 17.5K | $2.35M | 0.2% | $262K | Cut$232.8K |
| Select Sector Spdr Tr | — | 17.2K | $2.29M | 0.2% | −$179K | Added−$42.4K |
| Automatic Data Processing In | — | 10.5K | $2.12M | 0.2% | −$565K | Cut−$673.6K |
| Union Pac Corp | — | 8.71K | $2.11M | 0.2% | $98.3K | Cut$77.2K |
| Vanguard Whitehall Fds | — | 13.5K | $2M | 0.1% | $62K | Cut−$1.47K |
| Amgen Inc | AMGN | 5.63K | $1.98M | 0.1% | $138.5K | Cut$20.3K |
| Global X Fds | — | 106.2K | $1.82M | 0.1% | −$41.8K | Added$402.4K |
| Berkshire Hathaway Inc Del | — | 3.8K | $1.82M | 0.1% | −$89.1K | Cut−$93.1K |
| Norfolk Southn Corp | — | 6.23K | $1.79M | 0.1% | −$10.7K | Cut−$93.3K |
| Global X Fds | — | 44.8K | $1.75M | 0.1% | −$50.9K | Added$374.9K |
| Select Sector Spdr Tr | — | 33.3K | $1.65M | 0.1% | −$168.7K | Added−$65.6K |
| Meta Platforms, Inc. | META | 2.86K | $1.64M | 0.1% | −$251.6K | Cut−$14.8M |
| Penske Automotive Grp Inc | — | 10.4K | $1.56M | 0.1% | −$90.5K | Added−$77K |
| Ishares Tr | — | 13.9K | $1.48M | 0.1% | −$4.63K | Added$965.1K |
| Invesco Exchange Traded Fd T | — | 7.45K | $1.43M | 0.1% | $2.56K | Cut−$69.3K |
| J P Morgan Exchange Traded F | — | 27.9K | $1.41M | 0.1% | $585 | Cut−$13.4K |
| Select Sector Spdr Tr | — | 7.9K | $1.28M | 0.1% | $52.2K | Cut−$142.9K |
| Vanguard Index Fds | — | 6.14K | $1.26M | 0.1% | −$20.4K | Cut−$30K |
| Select Sector Spdr Tr | — | 8.48K | $1.24M | 0.1% | −$66.8K | Added−$18.1K |
| Vanguard Index Fds | — | 2.03K | $1.21M | 0.1% | −$50K | Added$156.8K |
| Stryker Corp | SYK | 3.63K | $1.19M | 0.1% | −$83.2K | Cut−$88.1K |
| Advanced Micro Devices Inc | AMD | 5.85K | $1.19M | 0.1% | −$62.8K | Cut−$85K |
| Fifth Third Bancorp | — | 25.5K | $1.19M | 0.1% | — | New |
| Viking Holdings Ltd | VIK | 15.8K | $1.16M | 0.1% | $31K | Added$91.1K |
| Ishares Tr | — | 3.37K | $1.11M | 0.1% | $92.5K | Cut$32.9K |
| J P Morgan Exchange Traded F | — | 19.4K | $1.1M | 0.1% | −$7.49K | Added$335.9K |
| Select Sector Spdr Tr | — | 26.5K | $1.08M | 0.1% | $12.7K | Cut−$5.4M |
| Intuitive Surgical Inc | ISRG | 2.27K | $1.05M | 0.1% | −$226K | Added−$166.6K |
| Invesco Exch Traded Fd Tr Ii | — | 4.26K | $1.01M | 0.1% | −$57.1K | Added$68.1K |
| Micron Technology Inc | MU | 3K | $1.01M | 0.1% | $75.2K | Added$603.2K |
| Select Sector Spdr Tr | — | 9.16K | $998.6K | 0.1% | −$95.5K | Cut−$1.01M |
| Dimensional Etf Trust | — | 25K | $971.3K | 0.1% | −$18.2K | Held |
| Uber Technologies, Inc | UBER | 13.2K | $949K | 0.1% | −$97.4K | Added$135.1K |
| International Business Machs | — | 3.9K | $945.4K | 0.1% | −$209.8K | Cut−$230.5K |
| Target Corp | TGT | 7.36K | $891.9K | 0.1% | $172.6K | Cut−$129K |
| Ishares Gold Tr | — | 10.1K | $891.8K | 0.1% | $70.7K | Cut$50.1K |
| Cisco Sys Inc | — | 11.1K | $862.7K | 0.1% | $6.27K | Cut$5.11K |
| Deere & Co | DE | 1.51K | $852.7K | 0.1% | $147.9K | Cut$144.2K |
| Vertex Pharmaceuticals Inc | — | 1.9K | $846.2K | 0.1% | −$11.5K | Added$79.6K |
| Tesla, Inc. | TSLA | 2.25K | $838.3K | 0.1% | −$175.8K | Cut−$264.4K |
| Ishares Tr | — | 1.95K | $830.7K | 0.1% | −$86K | Added−$39.1K |
| Invesco Exchange Traded Fd T | — | 14.3K | $822.3K | 0.1% | — | New |
| Regeneron Pharmaceuticals, Inc. | REGN | 1.03K | $795K | 0.1% | $840 | Added$65.7K |
| Cava Group, Inc. | CAVA | 9.82K | $794.6K | 0.1% | $149.1K | Added$400.5K |
| Cummins Inc | CMI | 1.48K | $794.3K | 0.1% | $40.6K | Added$42.8K |
| Select Sector Spdr Tr | — | 7.09K | $785.5K | 0.1% | −$48.6K | Cut−$242.6K |
| American Elec Pwr Co Inc | — | 5.95K | $780K | 0.1% | $93.8K | Held |
| Ishares Tr | — | 16.9K | $779.6K | 0.1% | $13.2K | Cut−$1.75K |
| Deckers Outdoor Corp | DECK | 7.66K | $766.8K | 0.1% | −$23.3K | Added$91.3K |
| Ishares Tr | — | 7.67K | $694.6K | 0.1% | $8.07K | Added$15.1K |
| Vanguard Growth Etf | — | 1.53K | $670.6K | 0.0% | −$77.8K | Added−$71.2K |
| Aon plc | AON | 2.04K | $658.8K | 0.0% | −$61.5K | Cut−$66.5K |
| Adobe Inc. | ADBE | 2.46K | $598.2K | 0.0% | −$263.1K | Cut−$656.1K |
| Celsius Hldgs Inc | — | 16.7K | $592K | 0.0% | −$148.5K | Added−$70.1K |
| Schwab Strategic Tr | — | 19.2K | $587.5K | 0.0% | $62.2K | Cut$35.1K |
| Vanguard Index Fds | — | 2.84K | $556.6K | 0.0% | $14.1K | Added$40.2K |
| Ishares Tr | — | 10.3K | $549.6K | 0.0% | — | New |
| Spotify Technology S.A. | SPOT | 1.13K | $547.9K | 0.0% | — | New |
| Unitedhealth Group Inc | UNH | 2.02K | $547.4K | 0.0% | −$120.4K | Cut−$16.1M |
| Ford Mtr Co | — | 46.8K | $540.5K | 0.0% | −$73.3K | Added−$68.6K |
| Ishares Tr | — | 1.39K | $514.2K | 0.0% | −$22.5K | Added−$21.3K |
| Qualcomm Inc | — | 3.93K | $506K | 0.0% | −$166.1K | Cut−$290K |
| Invesco Qqq Tr | — | 832 | $480.5K | 0.0% | −$30.8K | Cut−$57.8K |
| Analog Devices Inc | ADI | 1.49K | $474.6K | 0.0% | $70K | Cut$64.6K |
| Spdr Gold Tr | — | 1.08K | $465.1K | 0.0% | $32.2K | Added$89K |
| Johnson Ctls Intl Plc | — | 3.4K | $444.6K | 0.0% | $37.9K | Added$39.3K |
| Vanguard Index Fds | — | 1.37K | $440.7K | 0.0% | −$11.7K | Added$169.6K |
| Delta Air Lines Inc Del | DAL | 6.31K | $419.3K | 0.0% | −$18.4K | Added−$17.2K |
| Comfort Sys Usa Inc | — | 301 | $414.5K | 0.0% | $132.7K | Added$134.1K |
| Invesco Exchange Traded Fd T | — | 3.55K | $409.3K | 0.0% | −$10.4K | Added−$10.1K |
| Vaneck Etf Trust | — | 3.89K | $404K | 0.0% | $2.43K | Added$45.1K |
| Select Sector Spdr Tr | — | 8K | $399.7K | 0.0% | $36.7K | Added$39.2K |
| Verizon Communications Inc | VZ | 7.9K | $396.4K | 0.0% | $74.7K | Cut$41.1K |
| Republic Svcs Inc | — | 1.75K | $383.6K | 0.0% | $12.4K | Added$13.5K |
| Netflix Inc | NFLX | 3.98K | $382.7K | 0.0% | $9.51K | Cut$136 |
| Raymond James Finl Inc | — | 2.6K | $377.2K | 0.0% | −$41K | Added−$39.9K |
| Select Sector Spdr Tr | — | 4.5K | $369.1K | 0.0% | $19.4K | Cut−$384.9K |
| Illinois Tool Wks Inc | — | 1.41K | $368.1K | 0.0% | $19.9K | Cut$7.57K |
| At&T Inc | — | 12.3K | $357.8K | 0.0% | $51.2K | Cut$35.8K |
| Shell Plc | — | 3.84K | $357.1K | 0.0% | $74.9K | Cut$74.4K |
| Janus Detroit Str Tr | — | 6.75K | $339.9K | 0.0% | −$1.38K | Cut−$26.6K |
| Ishares Tr | — | 4.79K | $336.3K | 0.0% | $3.57K | Added$13K |
| Chevron Corp New | CVX | 1.59K | $328.8K | 0.0% | $86.7K | Cut$78K |
| Marriott Intl Inc New | — | 995 | $325.6K | 0.0% | $16.8K | Held |
| Vanguard Star Fds | — | 4.13K | $318.4K | 0.0% | $5.05K | Added$89.4K |
| Vanguard Bd Index Fds | — | 3.97K | $311K | 0.0% | −$1.54K | Added$418 |
| Ishares Tr | — | 1.41K | $297K | 0.0% | −$1.34K | Cut−$44.6K |
| Mastercard Inc | MA | 583 | $291.5K | 0.0% | −$41.5K | Cut−$57.5K |
| Ishares Tr | — | 2.56K | $289.3K | 0.0% | −$26K | Cut−$99.5K |
| Ishares Tr | — | 2.05K | $283.7K | 0.0% | −$6.37K | Added−$4.98K |
| Digital Rlty Tr Inc | — | 1.52K | $274.9K | 0.0% | $38.9K | Cut$17.3K |
| Ishares Bitcoin Trust Etf | IBIT | 7.15K | $274.7K | 0.0% | — | New |
| Alps Etf Tr | — | 6.08K | $265.9K | 0.0% | $6 | Cut−$27.6K |
| Ishares Tr | — | 393 | $256.4K | 0.0% | −$11.8K | Added$568 |
| Ishares Tr | — | 2.63K | $255.7K | 0.0% | $2.9K | Held |
| Wec Energy Group, Inc. | WEC | 2.19K | $253.8K | 0.0% | $22.6K | Cut−$5.15K |
| Vanguard Tax-Managed Fds | — | 3.93K | $251.8K | 0.0% | — | New |
| Oneok Inc /New/ | OKE | 2.78K | $251.6K | 0.0% | $46.5K | Added$49.5K |
| Terex Corp New | — | 4.23K | $250.1K | 0.0% | — | New |
| Ea Series Trust | — | 4.37K | $238.8K | 0.0% | — | New |
| General Mtrs Co | — | 3.11K | $231.4K | 0.0% | −$21.2K | Added−$21K |
| Select Sector Spdr Tr | — | 4.99K | $229.1K | 0.0% | $16K | Cut−$162.1K |
| United Parcel Service Inc | UPS | 2.24K | $220.3K | 0.0% | −$1.73K | Cut−$18.3K |
| American Tower Corp New | — | 1.26K | $217.4K | 0.0% | −$3.49K | Added$11.5K |
| Heico Corp New | — | 1.02K | $215.7K | 0.0% | −$42.2K | Held |
| Ishares Tr | — | 2.21K | $214.5K | 0.0% | −$13.7K | Added−$13.4K |
| Eaton Vance Tax-Managed Dive | — | 15.4K | $213K | 0.0% | −$23.9K | Held |
| Trane Technologies Plc | TT | 487 | $203.1K | 0.0% | $13.6K | Cut−$445 |
| Blackstone Inc. | BX | 1.76K | $202.9K | 0.0% | −$69.2K | Cut−$71.8K |
| Spdr Series Trust | — | 1.38K | $201.5K | 0.0% | — | New |
| Palantir Technologies Inc. | PLTR | 1.37K | $201K | 0.0% | — | New |
| Ishares Tr | — | 2.06K | $200.2K | 0.0% | — | New |
| Eaton Vance Tax-Managed Glob | — | 11.5K | $99.5K | 0.0% | −$9.99K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.