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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464287655

IWM|464287655

Shares:48.1K

Value:$9.6M

% of Portfolio:0.8% ($9.6M/$1.2B)

33737A108

Shares:82.1K

Value:$9.3M

% of Portfolio:0.8% ($9.3M/$1.2B)

GENUINE PARTS CO

GPC|372460105

Shares:74.7K

Value:$8.9M

% of Portfolio:0.8% ($8.9M/$1.2B)

46641Q159

Shares:146.4K

Value:$6.7M

% of Portfolio:0.6% ($6.7M/$1.2B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:139.5K

Value:$5.8M

% of Portfolio:0.5% ($5.8M/$1.2B)

MCDONALDS CORP

MCD|580135101

Shares:18.4K

Value:$5.8M

% of Portfolio:0.5% ($5.8M/$1.2B)

81369Y308

Shares:47.1K

Value:$3.8M

% of Portfolio:0.3% ($3.8M/$1.2B)

COCA COLA CO

KO|191216100

Shares:51.9K

Value:$3.7M

% of Portfolio:0.3% ($3.7M/$1.2B)

PROCTER & GAMBLE Co

PG|742718109

Shares:20.2K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.2B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:11.2K

Value:$3.4M

% of Portfolio:0.3% ($3.4M/$1.2B)

921908844

VIG|921908844

Shares:16.3K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.2B)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:17.5K

Value:$3.2M

% of Portfolio:0.3% ($3.2M/$1.2B)

RTX Corp

RTX|75513E101

Shares:23.5K

Value:$3.1M

% of Portfolio:0.3% ($3.1M/$1.2B)

AGREE REALTY CORP

ADC|008492100

Shares:38.1K

Value:$2.9M

% of Portfolio:0.3% ($2.9M/$1.2B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:5.2K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$1.2B)

AMGEN INC

AMGN|031162100

Shares:7.2K

Value:$2.2M

% of Portfolio:0.2% ($2.2M/$1.2B)

Walmart Inc.

WMT|931142103

Shares:23.6K

Value:$2.1M

% of Portfolio:0.2% ($2.1M/$1.2B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.6K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$1.2B)

NVIDIA CORP

NVDA|67066G104

Shares:18.7K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$1.2B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:12.1K

Value:$2.0M

% of Portfolio:0.2% ($2.0M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWMcusip464287655)	48.1K	QoQ +2153.35% (+45.9K) YoY NEW(+48.1K)	All Managers (Combined)	$9.6M	0.8% ($9.6M/$1.2B)	QoQ +1934.09% (+$9.1M) YoY NEW(+$9.6M)
(cusip33737A108)✕	82.1K	QoQ NEW(+82.1K) YoY NEW(+82.1K)	All Managers (Combined)	$9.3M	0.8% ($9.3M/$1.2B)	QoQ NEW(+$9.3M) YoY NEW(+$9.3M)
GENUINE PARTS CO(GPCcusip372460105)	74.7K	QoQ +53.79% (+26.1K) YoY +22.92% (-13.9K)	All Managers (Combined)	$8.9M	0.8% ($8.9M/$1.2B)	QoQ +56.93% (+$3.2M) YoY -5.47% (-$515.7K)
(cusip46641Q159)✕	146.4K	QoQ -10.28% (-16.8K) YoY -4.98% (-7.7K)	All Managers (Combined)	$6.7M	0.6% ($6.7M/$1.2B)	QoQ -9.39% (-$699.7K) YoY -3.91% (-$274.9K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	139.5K	QoQ -79.33% (-535.7K) YoY -78.95% (-523.5K)	All Managers (Combined)	$5.8M	0.5% ($5.8M/$1.2B)	QoQ -80.37% (-$23.9M) YoY -76.83% (-$19.3M)
MCDONALDS CORP(MCDcusip580135101)	18.4K	QoQ -6.43% (-1.3K) YoY -78.05% (-65.5K)	All Managers (Combined)	$5.8M	0.5% ($5.8M/$1.2B)	QoQ +0.81% (-$46.7K) YoY -75.68% (-$17.9M)
(cusip81369Y308)✕	47.1K	QoQ +42.93% (+14.2K) YoY NEW(+47.1K)	All Managers (Combined)	$3.8M	0.3% ($3.8M/$1.2B)	QoQ +48.49% (+$1.3M) YoY NEW(+$3.8M)
COCA COLA CO(KOcusip191216100)	51.9K	QoQ -4.98% (-2.7K) YoY -12.34% (-7.3K)	All Managers (Combined)	$3.7M	0.3% ($3.7M/$1.2B)	QoQ +9.30% (-$316.6K) YoY +2.61% (-$94.7K)
PROCTER & GAMBLE Co(PGcusip742718109)	20.2K	QoQ -2.27% (-470) YoY -3.66% (-768)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.2B)	QoQ -0.65% (-$22.7K) YoY +1.19% (-$40.6K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	11.2K	QoQ -2.08% (-239) YoY -8.89% (-1.1K)	All Managers (Combined)	$3.4M	0.3% ($3.4M/$1.2B)	QoQ +2.19% (-$73.7K) YoY +11.45% (-$352.7K)
(VIGcusip921908844)	16.3K	QoQ -0.73% (-120) YoY -5.79% (-1.0K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.2B)	QoQ -1.65% (-$53.4K) YoY +0.07% (-$2.3K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	17.5K	QoQ -0.76% (-135) YoY -9.63% (-1.9K)	All Managers (Combined)	$3.2M	0.3% ($3.2M/$1.2B)	QoQ -4.89% (-$162.4K) YoY -6.78% (-$229.5K)
RTX Corp(RTXcusip75513E101)	23.5K	QoQ 0.00% (+1) YoY -5.80% (-1.5K)	All Managers (Combined)	$3.1M	0.3% ($3.1M/$1.2B)	QoQ +14.47% (+$394.0K) YoY +27.92% (-$680.4K)
AGREE REALTY CORP(ADCcusip008492100)	38.1K	QoQ -0.19% (-73) YoY -8.90% (-3.7K)	All Managers (Combined)	$2.9M	0.3% ($2.9M/$1.2B)	QoQ +9.35% (-$251.4K) YoY +23.09% (-$551.4K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	5.2K	QoQ -4.25% (-232) YoY -12.46% (-743)	All Managers (Combined)	$2.3M	0.2% ($2.3M/$1.2B)	QoQ -11.99% (-$317.8K) YoY -14.03% (-$380.5K)
AMGEN INC(AMGNcusip031162100)	7.2K	QoQ -9.94% (-797) YoY -19.88% (-1.8K)	All Managers (Combined)	$2.2M	0.2% ($2.2M/$1.2B)	QoQ +7.65% (-$160.0K) YoY -12.20% (-$312.8K)
Walmart Inc.(WMTcusip931142103)	23.6K	QoQ -1.78% (-430) YoY -2.74% (-665)	All Managers (Combined)	$2.1M	0.2% ($2.1M/$1.2B)	QoQ -4.57% (-$99.3K) YoY +41.90% (-$611.7K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.6K	QoQ 0.00% (-0) YoY -2.41% (-90)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$1.2B)	QoQ -4.55% (-$97.0K) YoY +4.34% (-$84.7K)
NVIDIA CORP(NVDAcusip67066G104)	18.7K	QoQ +22.36% (-3.4K) YoY +1113.48% (+17.2K)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$1.2B)	QoQ -1.24% (-$25.6K) YoY +45.54% (+$634.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	12.1K	QoQ -3.64% (-459) YoY -87.66% (-86.3K)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$1.2B)	QoQ +10.49% (-$191.3K) YoY -87.07% (-$13.6M)