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

Page 4 of 8

Sort by:

Alphabet Inc.

GOOGL|02079K305

Shares:12.6K

Value:$2.0M

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

46137V357

RSP|46137V357

Shares:11.2K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$1.2B)

46641Q837

Shares:36.8K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$1.2B)

14020Y201

Shares:69.2K

Value:$1.9M

% of Portfolio:0.2% ($1.9M/$1.2B)

81369Y209

Shares:12.2K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$1.2B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.2K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.2B)

PENSKE AUTOMOTIVE GROUP, INC.

PAG|70959W103

Shares:11.7K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.2B)

DT Midstream, Inc.

DTM|23345M107

Shares:17.3K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.2B)

81369Y605

Shares:33.3K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.2B)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:7.0K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.2B)

81369Y803

XLK|81369Y803

Shares:7.9K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.2B)

921946406

VYM|921946406

Shares:12.0K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.2B)

CATERPILLAR INC

CAT|149123101

Shares:4.4K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.2B)

EXXON MOBIL CORP

XOM|30231G102

Shares:12.1K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.2B)

STRYKER CORP

SYK|863667101

Shares:3.7K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.2B)

ADOBE INC.

ADBE|00724F101

Shares:3.6K

Value:$1.4M

% of Portfolio:0.1% ($1.4M/$1.2B)

81369Y704

Shares:9.4K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.2B)

37954Y475

Shares:28.8K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.2B)

37954Y483

Shares:67.6K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.2B)

922908652

VXF|922908652

Shares:6.0K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	12.6K	QoQ +1.82% (-226) YoY 0.00% (-1)	All Managers (Combined)	$2.0M	0.2% ($2.0M/$1.2B)	QoQ -16.82% (-$395.2K) YoY +2.45% (-$46.8K)
(RSPcusip46137V357)	11.2K	QoQ -65.04% (-20.8K) YoY +12.87% (+1.3K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$1.2B)	QoQ -65.44% (-$3.7M) YoY +15.43% (+$259.0K)
(cusip46641Q837)✕	36.8K	QoQ +55.20% (+13.1K) YoY +30.70% (+8.7K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$1.2B)	QoQ +55.99% (+$669.3K) YoY +31.17% (+$443.1K)
(cusip14020Y201)✕	69.2K	QoQ NEW(+69.2K) YoY NEW(+69.2K)	All Managers (Combined)	$1.9M	0.2% ($1.9M/$1.2B)	QoQ NEW(+$1.9M) YoY NEW(+$1.9M)
(cusip81369Y209)✕	12.2K	QoQ -19.20% (-2.9K) YoY +68.68% (+5.0K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$1.2B)	QoQ -14.25% (-$296.2K) YoY +66.72% (+$713.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.2K	QoQ -2.28% (-76) YoY -1.24% (-41)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.2B)	QoQ +14.80% (-$223.0K) YoY +25.06% (-$346.5K)
PENSKE AUTOMOTIVE GROUP, INC.(PAGcusip70959W103)	11.7K	QoQ +10.48% (+1.1K) YoY +12.33% (-1.3K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.2B)	QoQ +4.34% (+$70.3K) YoY -0.15% (-$2.6K)
DT Midstream, Inc.(DTMcusip23345M107)	17.3K	QoQ -2.72% (-486) YoY -12.60% (-2.5K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.2B)	QoQ -5.61% (-$99.4K) YoY +38.00% (-$460.3K)
(cusip81369Y605)✕	33.3K	QoQ -5.12% (-1.8K) YoY -5.18% (-1.8K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.2B)	QoQ -2.21% (-$37.7K) YoY +12.13% (-$179.7K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	7.0K	QoQ -1.38% (-98) YoY -9.31% (-715)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.2B)	QoQ -0.49% (-$8.1K) YoY -15.72% (-$307.6K)
(XLKcusip81369Y803)	7.9K	QoQ -7.75% (-668) YoY -2.16% (-176)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.2B)	QoQ -18.09% (-$362.4K) YoY -3.01% (-$51.0K)
(VYMcusip921946406)	12.0K	QoQ +0.69% (+83) YoY +2.09% (+247)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.2B)	QoQ +1.77% (+$27.1K) YoY +8.82% (+$125.7K)
CATERPILLAR INC(CATcusip149123101)	4.4K	QoQ -0.09% (-4) YoY -5.03% (-232)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.2B)	QoQ -9.15% (-$145.6K) YoY -14.51% (-$245.1K)
EXXON MOBIL CORP(XOMcusip30231G102)	12.1K	QoQ -3.26% (-407) YoY +26.36% (+2.5K)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.2B)	QoQ +6.95% (-$93.3K) YoY +29.29% (+$325.3K)
STRYKER CORP(SYKcusip863667101)	3.7K	QoQ +0.76% (+28) YoY +0.46% (+17)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.2B)	QoQ +4.18% (+$55.4K) YoY +4.50% (+$59.5K)
ADOBE INC.(ADBEcusip00724F101)	3.6K	QoQ +4.77% (-163) YoY +10.84% (-350)	All Managers (Combined)	$1.4M	0.1% ($1.4M/$1.2B)	QoQ -9.63% (-$146.3K) YoY -15.75% (-$256.6K)
(cusip81369Y704)✕	9.4K	QoQ -45.82% (-8.0K) YoY +23.98% (+1.8K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.2B)	QoQ -46.11% (-$1.1M) YoY +29.00% (+$277.2K)
(cusip37954Y475)✕	28.8K	QoQ +6.16% (+1.7K) YoY +19.82% (+4.8K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.2B)	QoQ +0.05% (+$653) YoY +15.99% (+$156.9K)
(cusip37954Y483)✕	67.6K	QoQ +3.66% (-2.4K) YoY +24.98% (+13.5K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.2B)	QoQ -5.38% (-$64.0K) YoY +16.05% (+$155.6K)
(VXFcusip922908652)	6.0K	QoQ -0.14% (-9) YoY -2.35% (-146)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.2B)	QoQ -9.46% (-$108.8K) YoY -4.03% (-$43.8K)