Blue-Chip-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "RJF",
  null,
  null,
  "ABT",
  "REVG",
  "ABBV",
  "ADBE",
  "GOOGL",
  "VDE",
  "ASML",
  "T",
  "BLK",
  "AMRN",
  "CAT",
  "AVGO",
  null,
  "CMI",
  "ETY",
  "VIK",
  null,
  "HON",
  "HD",
  "MCD",
  null,
  "UNP",
  "QCOM",
  null,
  "HEI-A",
  "ITW",
  "MUB",
  "META",
  "IVW",
  "TGLS",
  null,
  null,
  null,
  "EXG",
  "PWR",
  "MA",
  "MSFT",
  "MS",
  "EQIX",
  "GPC",
  null,
  "ORLY",
  "BX",
  "KLAC",
  "OKE",
  null,
  null,
  "IWF",
  "PEP",
  null,
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "REGN",
  "IEFA",
  "SPGI",
  null,
  null,
  "SHEL",
  "RTX",
  "GLD",
  null,
  null,
  "AMT",
  "RSG",
  "IBM",
  "SYK",
  "TXN",
  "TGT",
  "TJX",
  "UBER",
  "UPS",
  "DTM",
  "VXF",
  "MNST",
  "PAG",
  "IWV",
  "VIG",
  "XLB",
  null,
  null,
  null,
  null,
  null,
  null,
  "VYM",
  "VRTX",
  "AON",
  "AMD",
  "F",
  "DECK",
  "WEC",
  "WM",
  "AEP",
  null,
  "AMZN",
  "IVE",
  null,
  "VUG",
  "VTEB",
  "BSV",
  "VTV",
  "V",
  "VICI",
  "WMT",
  "XEL",
  "ADC",
  null,
  "DTE",
  "SCHD",
  null,
  "NSC",
  null,
  null,
  "KMB",
  "ADP",
  "BAC",
  "BRK-B",
  "CAVA",
  "CELH",
  "CVX",
  "CSCO",
  "KO",
  "CMA",
  "COST",
  "DE",
  "DAL",
  "DFAC",
  "DLR",
  "RSP",
  "EFA",
  "ADI",
  "NEE",
  "MAR",
  "QQQ",
  "IWM",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "XLK",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 160
Total Value: 1159663477
Accession Number: 0001632801-25-000004
Form Type: 13F-HR
CIK: blue-chip-partners
Manager Name: Blue-Chip-Partners

Data Enrichment

81% identified

130 identified30 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

160 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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316188309

Shares:2.6M

Value:$117.7M

% of Portfolio:10.2% ($117.7M/$1.2B)

Apple Inc.

AAPL|037833100

Shares:217.3K

Value:$48.3M

% of Portfolio:4.2% ($48.3M/$1.2B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:167.9K

Value:$41.2M

% of Portfolio:3.6% ($41.2M/$1.2B)

AbbVie Inc.

ABBV|00287Y109

Shares:185.3K

Value:$38.8M

% of Portfolio:3.3% ($38.8M/$1.2B)

MICROSOFT CORP

MSFT|594918104

Shares:99.3K

Value:$37.3M

% of Portfolio:3.2% ($37.3M/$1.2B)

Broadcom Inc.

AVGO|11135F101

Shares:220.2K

Value:$36.9M

% of Portfolio:3.2% ($36.9M/$1.2B)

Alphabet Inc.

GOOG|02079K107

Shares:223.5K

Value:$34.9M

% of Portfolio:3.0% ($34.9M/$1.2B)

81369Y506

Shares:356.0K

Value:$33.3M

% of Portfolio:2.9% ($33.3M/$1.2B)

MORGAN STANLEY

MS|617446448

Shares:277.2K

Value:$32.3M

% of Portfolio:2.8% ($32.3M/$1.2B)

VISA INC.

V|92826C839

Shares:92.1K

Value:$32.3M

% of Portfolio:2.8% ($32.3M/$1.2B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:32.9K

Value:$31.1M

% of Portfolio:2.7% ($31.1M/$1.2B)

Philip Morris International Inc.

PM|718172109

Shares:192.8K

Value:$30.6M

% of Portfolio:2.6% ($30.6M/$1.2B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:125.9K

Value:$29.2M

% of Portfolio:2.5% ($29.2M/$1.2B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:54.7K

Value:$28.7M

% of Portfolio:2.5% ($28.7M/$1.2B)

HOME DEPOT, INC.

HD|437076102

Shares:77.6K

Value:$28.4M

% of Portfolio:2.5% ($28.4M/$1.2B)

464288414

MUB|464288414

Shares:259.8K

Value:$27.4M

% of Portfolio:2.4% ($27.4M/$1.2B)

AMAZON COM INC

AMZN|023135106

Shares:135.5K

Value:$25.8M

% of Portfolio:2.2% ($25.8M/$1.2B)

ABBOTT LABORATORIES

ABT|002824100

Shares:191.0K

Value:$25.3M

% of Portfolio:2.2% ($25.3M/$1.2B)

BlackRock, Inc.

BLK|09290D101

Shares:26.2K

Value:$24.8M

% of Portfolio:2.1% ($24.8M/$1.2B)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:178.3K

Value:$21.7M

% of Portfolio:1.9% ($21.7M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316188309)✕	2.6M	QoQ +5.00% (+122.9K) YoY +15.71% (+350.3K)	All Managers (Combined)	$117.7M	10.2% ($117.7M/$1.2B)	QoQ +6.82% (+$7.5M) YoY +16.58% (+$16.7M)
Apple Inc.(AAPLcusip037833100)	217.3K	QoQ +1.65% (-3.5K) YoY +1.44% (+3.1K)	All Managers (Combined)	$48.3M	4.2% ($48.3M/$1.2B)	QoQ -9.83% (-$5.3M) YoY +31.41% (+$11.5M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	167.9K	QoQ -1.82% (-3.1K) YoY -5.38% (-9.6K)	All Managers (Combined)	$41.2M	3.6% ($41.2M/$1.2B)	QoQ +0.46% (-$190.7K) YoY +15.86% (-$5.6M)
AbbVie Inc.(ABBVcusip00287Y109)	185.3K	QoQ +1.30% (+2.4K) YoY +4.55% (+8.1K)	All Managers (Combined)	$38.8M	3.3% ($38.8M/$1.2B)	QoQ +19.44% (+$6.3M) YoY +20.30% (+$6.6M)
MICROSOFT CORP(MSFTcusip594918104)	99.3K	QoQ +0.12% (-119) YoY +5.47% (-5.2K)	All Managers (Combined)	$37.3M	3.2% ($37.3M/$1.2B)	QoQ -10.83% (-$4.5M) YoY -5.88% (-$2.3M)
Broadcom Inc.(AVGOcusip11135F101)	220.2K	QoQ -1.86% (-4.2K) YoY +842.17% (+196.9K)	All Managers (Combined)	$36.9M	3.2% ($36.9M/$1.2B)	QoQ -29.13% (-$15.2M) YoY +19.01% (+$5.9M)
Alphabet Inc.(GOOGcusip02079K107)	223.5K	QoQ +0.54% (-1.2K) YoY -1.85% (-4.2K)	All Managers (Combined)	$34.9M	3.0% ($34.9M/$1.2B)	QoQ -17.51% (-$7.4M) YoY +0.70% (-$245.3K)
(cusip81369Y506)✕	356.0K	QoQ +4.86% (+16.5K) YoY +4.80% (+16.3K)	All Managers (Combined)	$33.3M	2.9% ($33.3M/$1.2B)	QoQ +14.39% (+$4.2M) YoY +3.74% (+$1.2M)
MORGAN STANLEY(MScusip617446448)	277.2K	QoQ -0.67% (-1.9K) YoY +0.09% (+255)	All Managers (Combined)	$32.3M	2.8% ($32.3M/$1.2B)	QoQ -7.82% (-$2.7M) YoY +24.01% (+$6.3M)
VISA INC.(Vcusip92826C839)	92.1K	QoQ +0.70% (+647) YoY +4.71% (+4.1K)	All Managers (Combined)	$32.3M	2.8% ($32.3M/$1.2B)	QoQ +11.67% (+$3.4M) YoY +31.49% (+$7.7M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	32.9K	QoQ +2.28% (+735) YoY +2.47% (+795)	All Managers (Combined)	$31.1M	2.7% ($31.1M/$1.2B)	QoQ +5.58% (+$1.6M) YoY +32.28% (+$7.6M)
Philip Morris International Inc.(PMcusip718172109)	192.8K	QoQ +0.79% (+1.5K) YoY +5.69% (+10.4K)	All Managers (Combined)	$30.6M	2.6% ($30.6M/$1.2B)	QoQ +32.93% (+$7.6M) YoY +83.11% (+$13.9M)
WASTE MANAGEMENT INC(WMcusip94106L109)	125.9K	QoQ +3.02% (+3.7K) YoY +8.37% (+9.7K)	All Managers (Combined)	$29.2M	2.5% ($29.2M/$1.2B)	QoQ +18.19% (+$4.5M) YoY +17.70% (+$4.4M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	54.7K	QoQ +4.18% (+2.2K) YoY +6.84% (+3.5K)	All Managers (Combined)	$28.7M	2.5% ($28.7M/$1.2B)	QoQ +7.87% (+$2.1M) YoY +13.12% (+$3.3M)
HOME DEPOT, INC.(HDcusip437076102)	77.6K	QoQ +3.09% (-2.3K) YoY +7.06% (+5.1K)	All Managers (Combined)	$28.4M	2.5% ($28.4M/$1.2B)	QoQ -2.86% (-$839.4K) YoY +2.28% (+$636.9K)
(MUBcusip464288414)	259.8K	QoQ -3.53% (-9.5K) YoY +10.52% (+24.7K)	All Managers (Combined)	$27.4M	2.4% ($27.4M/$1.2B)	QoQ -4.53% (-$1.3M) YoY +8.31% (+$2.1M)
AMAZON COM INC(AMZNcusip023135106)	135.5K	QoQ +4.69% (-6.1K) YoY +24.19% (+26.4K)	All Managers (Combined)	$25.8M	2.2% ($25.8M/$1.2B)	QoQ -9.20% (-$2.6M) YoY +30.99% (+$6.1M)
ABBOTT LABORATORIES(ABTcusip002824100)	191.0K	QoQ +6.43% (+11.5K) YoY +18.00% (+29.1K)	All Managers (Combined)	$25.3M	2.2% ($25.3M/$1.2B)	QoQ +24.82% (+$5.0M) YoY +37.72% (+$6.9M)
BlackRock, Inc.(BLKcusip09290D101)	26.2K	QoQ +3.04% (-773) YoY NEW(+26.2K)	All Managers (Combined)	$24.8M	2.1% ($24.8M/$1.2B)	QoQ -4.86% (-$1.3M) YoY NEW(+$24.8M)
TJX COMPANIES INC /DE/(TJXcusip872540109)	178.3K	QoQ +5.98% (+10.1K) YoY NEW(+178.3K)	All Managers (Combined)	$21.7M	1.9% ($21.7M/$1.2B)	QoQ +6.84% (+$1.4M) YoY NEW(+$21.7M)