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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QUALCOMM INC/DE

QCOM|747525103

Shares:6.7K

Value:$1.0M

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

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:3.9K

Value:$958.8K

% of Portfolio:0.1% ($958.8K/$1.2B)

46641Q332

Shares:16.2K

Value:$923.6K

% of Portfolio:0.1% ($923.6K/$1.2B)

SPDR GOLD TRUST

GLD|78463V107

Shares:3.1K

Value:$901.0K

% of Portfolio:0.1% ($901.0K/$1.2B)

25434V708

DFAC|25434V708

Shares:24.8K

Value:$817.9K

% of Portfolio:0.1% ($817.9K/$1.2B)

464287523

Shares:4.2K

Value:$792.9K

% of Portfolio:0.1% ($792.9K/$1.2B)

Aon plc

AON|G0403H108

Shares:2.0K

Value:$792.6K

% of Portfolio:0.1% ($792.6K/$1.2B)

46641Q654

Shares:14.9K

Value:$755.3K

% of Portfolio:0.1% ($755.3K/$1.2B)

DEERE & CO

DE|244199105

Shares:1.6K

Value:$728.8K

% of Portfolio:0.1% ($728.8K/$1.2B)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:11.4K

Value:$702.0K

% of Portfolio:0.1% ($702.0K/$1.2B)

46434V456

Shares:16.9K

Value:$671.9K

% of Portfolio:0.1% ($671.9K/$1.2B)

464287614

IWF|464287614

Shares:1.8K

Value:$663.2K

% of Portfolio:0.1% ($663.2K/$1.2B)

00162Q395

Shares:15.5K

Value:$652.1K

% of Portfolio:0.1% ($652.1K/$1.2B)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:5.9K

Value:$649.5K

% of Portfolio:0.1% ($649.5K/$1.2B)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:5.6K

Value:$618.1K

% of Portfolio:0.1% ($618.1K/$1.2B)

922908736

VUG|922908736

Shares:1.7K

Value:$617.7K

% of Portfolio:0.1% ($617.7K/$1.2B)

Meta Platforms, Inc.

META|30303M102

Shares:1.1K

Value:$612.0K

% of Portfolio:0.1% ($612.0K/$1.2B)

46432F842

IEFA|46432F842

Shares:7.9K

Value:$598.2K

% of Portfolio:0.1% ($598.2K/$1.2B)

COMERICA INC /NEW/

CMA|200340107

Shares:10.0K

Value:$593.1K

% of Portfolio:0.1% ($593.1K/$1.2B)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:2.3K

Value:$570.8K

% of Portfolio:0.0% ($570.8K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
QUALCOMM INC/DE(QCOMcusip747525103)	6.7K	QoQ -20.81% (-1.7K) YoY -27.89% (-2.6K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.2B)	QoQ -20.83% (-$268.9K) YoY -34.58% (-$540.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	3.9K	QoQ +1.84% (+70) YoY +25.56% (+785)	All Managers (Combined)	$958.8K	0.1% ($958.8K/$1.2B)	QoQ +15.20% (+$126.6K) YoY +63.50% (+$372.4K)
(cusip46641Q332)✕	16.2K	QoQ -2.42% (-402) YoY +10.22% (+1.5K)	All Managers (Combined)	$923.6K	0.1% ($923.6K/$1.2B)	QoQ -3.08% (-$29.4K) YoY +8.86% (+$75.2K)
SPDR GOLD TRUST(GLDcusip78463V107)	3.1K	QoQ -3.45% (-112) YoY +2.25% (+69)	All Managers (Combined)	$901.0K	0.1% ($901.0K/$1.2B)	QoQ +14.88% (-$116.8K) YoY +43.22% (+$271.9K)
(DFACcusip25434V708)	24.8K	QoQ +0.24% (-61) YoY -49.72% (-24.5K)	All Managers (Combined)	$817.9K	0.1% ($817.9K/$1.2B)	QoQ -4.38% (-$37.6K) YoY -48.08% (-$757.7K)
(cusip464287523)✕	4.2K	QoQ -63.05% (-7.2K) YoY +7.83% (-306)	All Managers (Combined)	$792.9K	0.1% ($792.9K/$1.2B)	QoQ -67.73% (-$1.7M) YoY -10.19% (-$90.0K)
Aon plc(AONcusipG0403H108)	2.0K	QoQ 0.00% (+0) YoY -48.97% (-1.9K)	All Managers (Combined)	$792.6K	0.1% ($792.6K/$1.2B)	QoQ +11.11% (+$79.3K) YoY -38.97% (-$506.2K)
(cusip46641Q654)✕	14.9K	QoQ NEW(+14.9K) YoY +115.21% (+8.0K)	All Managers (Combined)	$755.3K	0.1% ($755.3K/$1.2B)	QoQ NEW(+$755.3K) YoY +115.68% (+$405.1K)
DEERE & CO(DEcusip244199105)	1.6K	QoQ -1.64% (-26) YoY +29.20% (+351)	All Managers (Combined)	$728.8K	0.1% ($728.8K/$1.2B)	QoQ +8.93% (-$59.8K) YoY +47.65% (+$235.2K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	11.4K	QoQ -1.56% (-181) YoY -96.93% (-360.4K)	All Managers (Combined)	$702.0K	0.1% ($702.0K/$1.2B)	QoQ +2.60% (-$17.8K) YoY -96.21% (-$17.9M)
(cusip46434V456)✕	16.9K	QoQ -65.90% (-32.7K) YoY -96.58% (-478.4K)	All Managers (Combined)	$671.9K	0.1% ($671.9K/$1.2B)	QoQ -63.54% (-$1.2M) YoY -96.57% (-$19.0M)
(IWFcusip464287614)	1.8K	QoQ -0.48% (-9) YoY +0.10% (+2)	All Managers (Combined)	$663.2K	0.1% ($663.2K/$1.2B)	QoQ -10.55% (-$78.2K) YoY +7.23% (+$44.8K)
(cusip00162Q395)✕	15.5K	QoQ -70.18% (-36.5K) YoY NEW(+15.5K)	All Managers (Combined)	$652.1K	0.1% ($652.1K/$1.2B)	QoQ -71.34% (-$1.6M) YoY NEW(+$652.1K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	5.9K	QoQ -4.06% (-252) YoY -17.08% (-1.2K)	All Managers (Combined)	$649.5K	0.1% ($649.5K/$1.2B)	QoQ +13.64% (-$78.0K) YoY +5.22% (-$32.2K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	5.6K	QoQ -14.87% (-982) YoY -94.79% (-102.4K)	All Managers (Combined)	$618.1K	0.1% ($618.1K/$1.2B)	QoQ -25.75% (-$214.4K) YoY -96.15% (-$15.4M)
(VUGcusip922908736)	1.7K	QoQ -0.71% (-12) YoY +10.47% (+158)	All Managers (Combined)	$617.7K	0.1% ($617.7K/$1.2B)	QoQ -10.29% (-$70.9K) YoY +19.00% (+$98.6K)
Meta Platforms, Inc.(METAcusip30303M102)	1.1K	QoQ +25.38% (+215) YoY +22.35% (+194)	All Managers (Combined)	$612.0K	0.1% ($612.0K/$1.2B)	QoQ +23.40% (+$116.1K) YoY +45.21% (+$190.5K)
(IEFAcusip46432F842)	7.9K	QoQ 0.00% (+0) YoY +9.54% (+689)	All Managers (Combined)	$598.2K	0.1% ($598.2K/$1.2B)	QoQ +7.64% (+$42.5K) YoY +11.65% (+$62.4K)
COMERICA INC /NEW/(CMAcusip200340107)	10.0K	QoQ +0.05% (-6) YoY -3.32% (-345)	All Managers (Combined)	$593.1K	0.1% ($593.1K/$1.2B)	QoQ -4.45% (-$27.7K) YoY +3.83% (-$21.9K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	2.3K	QoQ -14.65% (-395) YoY -24.55% (-749)	All Managers (Combined)	$570.8K	0.0% ($570.8K/$1.2B)	QoQ -16.50% (-$112.8K) YoY -30.26% (-$247.7K)