Grufity logo
Grufity logo

Latest Blue Chip Partners, Inc. Stock Portfolio

$1.39Billion– No. of Holdings #170

Blue Chip Partners, Inc. Performance:
2026 Q1: -0.59%YTD: -0.59%2025: 13.54%
Performance for 2026 Q1 is -0.59%, and YTD is -0.59%, and 2025 is 13.54%.

About Blue Chip Partners, Inc. and 13F Hedge Fund Stock Holdings

Blue Chip Partners, LLC is a hedge fund based in Farmington Hills, MI. On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Blue Chip Partners, LLC reported an equity portfolio of $1.4 Billions as of 31 Mar, 2026.

The top stock holdings of Blue Chip Partners, LLC are FBND, AAPL, GOOG. The fund has invested 9.8% of it's portfolio in FIDELITY MERRIMACK STR TR and 4% of portfolio in APPLE INC.

The fund managers got completely rid off VANGUARD WORLD FD (VAW), INVESCO EXCHANGE TRADED FD T (CVY) and COMERICA INC (CMA) stocks. They significantly reduced their stock positions in UNITEDHEALTH GROUP INC (UNH), META PLATFORMS INC (META) and SELECT SECTOR SPDR TR (XLB). Blue Chip Partners, LLC opened new stock positions in WELLTOWER INC (WELL), PALO ALTO NETWORKS INC (PANW) and CROWDSTRIKE HLDGS INC (CRWD). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), MICRON TECHNOLOGY INC (MU) and VANGUARD INDEX FDS (VB).
Blue Chip Partners, Inc. Equity Portfolio Value
Last Reported on: 15 May, 2026

Blue Chip Partners, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Blue Chip Partners, LLC made a return of -0.59% in the last quarter. In trailing 12 months, it's portfolio return was 14.46%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
welltower inc13,524,200
palo alto networks inc8,818,560
crowdstrike hldgs inc8,416,460
fifth third bancorp1,187,000
invesco exchange traded fd t822,300
ishares tr549,559
spotify technology s a547,949
ishares bitcoin trust etf274,703
New stocks bought by Blue Chip Partners, Inc.

Additions

Ticker% Inc.
ishares tr191
micron technology inc109
vanguard index fds69.84
cava group inc46.27
j p morgan exchange traded f45.5
vici pptys inc39.3
t-mobile us inc37.01
vanguard star fds36.05
Additions to existing portfolio by Blue Chip Partners, Inc.

Reductions

Ticker% Reduced
unitedhealth group inc-95.98
meta platforms inc-88.53
select sector spdr tr-83.47
select sector spdr tr-53.62
select sector spdr tr-45.57
select sector spdr tr-45.52
adobe inc-31.33
target corp-29.54
Blue Chip Partners, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
invesco exchange traded fd t-2,276,160
vanguard world fd-4,621,560
comerica inc-874,480
ishares tr-279,432
invesco exchange traded fd t-294,844
tecnoglass inc-213,860
vanguard world fd-804,984
ishares tr-310,455
Blue Chip Partners, Inc. got rid off the above stocks

Sector Distribution

Blue Chip Partners, LLC has about 27.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Defensive
  • Communication Services
  • Real Estate
  • Utilities
Sector%
Others27.3
Technology15.4
Consumer Cyclical10.5
Healthcare9.7
Financial Services8.7
Industrials8.3
Consumer Defensive7.4
Communication Services5.8
Real Estate2.7
Utilities2.5
1.4

Market Cap. Distribution

Blue Chip Partners, LLC has about 71% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • UNALLOCATED
  • MID-CAP
Category%
MEGA-CAP43
LARGE-CAP28
UNALLOCATED27.3
MID-CAP1.6

Stocks belong to which Index?

About 70% of the stocks held by Blue Chip Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50070
Others30
Top 5 Winners (%)%
FIX
comfort sys usa inc
47.2 %
XOM
exxon mobil corp
40.8 %
XLB
select sector spdr tr
36.8 %
CVX
chevron corporation
35.2 %
cava group inc
30.1 %
Top 5 Winners ($)$
XLB
select sector spdr tr
12.8 M
PWR
quanta svcs inc
8.7 M
KLAC
kla corp
6.5 M
ASML
asml hldg nv
6.0 M
COST
costco wholesale corporation
4.5 M
Top 5 Losers (%)%
ADBE
adobe inc
-25.8 %
BX
blackstone inc
-25.3 %
MSFT
microsoft corp
-23.3 %
QCOM
qualcomm inc
-22.8 %
CELH
celsius hldgs inc
-21.3 %
Top 5 Losers ($)$
MSFT
microsoft corp
-11.5 M
AVGO
broadcom inc
-6.2 M
LLY
eli lilly & co
-5.5 M
GOOG
alphabet inc
-5.1 M
ABT
abbott laboratories
-4.7 M

Blue Chip Partners, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Blue Chip Partners, Inc.

Blue Chip Partners, LLC has 170 stocks in it's portfolio. About 39.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Blue Chip Partners, LLC last quarter.

Last Reported on: 15 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions