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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KIMBERLY CLARK CORP

KMB|494368103

Shares:3.9K

Value:$553.1K

% of Portfolio:0.0% ($553.1K/$1.2B)

FORD MOTOR CO

F|345370860

Shares:50.2K

Value:$503.7K

% of Portfolio:0.0% ($503.7K/$1.2B)

81369Y852

Shares:5.1K

Value:$494.4K

% of Portfolio:0.0% ($494.4K/$1.2B)

REV Group, Inc.

REVG|749527107

Shares:15.6K

Value:$492.6K

% of Portfolio:0.0% ($492.6K/$1.2B)

81369Y407

Shares:2.5K

Value:$488.4K

% of Portfolio:0.0% ($488.4K/$1.2B)

CUMMINS INC

CMI|231021106

Shares:1.5K

Value:$474.6K

% of Portfolio:0.0% ($474.6K/$1.2B)

922908744

VTV|922908744

Shares:2.7K

Value:$459.8K

% of Portfolio:0.0% ($459.8K/$1.2B)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:1.8K

Value:$443.7K

% of Portfolio:0.0% ($443.7K/$1.2B)

464287689

IWV|464287689

Shares:1.4K

Value:$436.3K

% of Portfolio:0.0% ($436.3K/$1.2B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:9.1K

Value:$413.5K

% of Portfolio:0.0% ($413.5K/$1.2B)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

Shares:841

Value:$407.7K

% of Portfolio:0.0% ($407.7K/$1.2B)

Celsius Holdings, Inc.

CELH|15118V207

Shares:11.4K

Value:$407.1K

% of Portfolio:0.0% ($407.1K/$1.2B)

46137V449

Shares:3.9K

Value:$407.1K

% of Portfolio:0.0% ($407.1K/$1.2B)

Tesla, Inc.

TSLA|88160R101

Shares:1.6K

Value:$402.0K

% of Portfolio:0.0% ($402.0K/$1.2B)

Viking Holdings Ltd

VIK|G93A5A101

Shares:10.1K

Value:$400.3K

% of Portfolio:0.0% ($400.3K/$1.2B)

92204A306

VDE|92204A306

Shares:3.1K

Value:$399.2K

% of Portfolio:0.0% ($399.2K/$1.2B)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:3.4K

Value:$375.6K

% of Portfolio:0.0% ($375.6K/$1.2B)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:1.7K

Value:$363.3K

% of Portfolio:0.0% ($363.3K/$1.2B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:765

Value:$358.9K

% of Portfolio:0.0% ($358.9K/$1.2B)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:2.6K

Value:$356.3K

% of Portfolio:0.0% ($356.3K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
KIMBERLY CLARK CORP(KMBcusip494368103)	3.9K	QoQ +28.98% (+874) YoY -10.18% (-441)	All Managers (Combined)	$553.1K	0.0% ($553.1K/$1.2B)	QoQ +40.01% (+$158.1K) YoY -1.23% (-$6.9K)
FORD MOTOR CO(Fcusip345370860)	50.2K	QoQ +2.44% (+1.2K) YoY +0.79% (-398)	All Managers (Combined)	$503.7K	0.0% ($503.7K/$1.2B)	QoQ +3.79% (+$18.4K) YoY -23.86% (-$157.9K)
(cusip81369Y852)✕	5.1K	QoQ -4.88% (-263) YoY -7.35% (-407)	All Managers (Combined)	$494.4K	0.0% ($494.4K/$1.2B)	QoQ -5.23% (-$27.3K) YoY +9.43% (-$42.6K)
REV Group, Inc.(REVGcusip749527107)	15.6K	QoQ NEW(+15.6K) YoY NEW(+15.6K)	All Managers (Combined)	$492.6K	0.0% ($492.6K/$1.2B)	QoQ NEW(+$492.6K) YoY NEW(+$492.6K)
(cusip81369Y407)✕	2.5K	QoQ -0.60% (-15) YoY +36.25% (+658)	All Managers (Combined)	$488.4K	0.0% ($488.4K/$1.2B)	QoQ -12.49% (-$69.7K) YoY +46.30% (+$154.6K)
CUMMINS INC(CMIcusip231021106)	1.5K	QoQ +0.39% (-6) YoY +1.74% (+26)	All Managers (Combined)	$474.6K	0.0% ($474.6K/$1.2B)	QoQ -9.70% (-$51.0K) YoY +8.26% (+$36.3K)
(VTVcusip922908744)	2.7K	QoQ +0.60% (+16) YoY +2.34% (+61)	All Managers (Combined)	$459.8K	0.0% ($459.8K/$1.2B)	QoQ +2.63% (+$11.8K) YoY +8.55% (+$36.2K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	1.8K	QoQ +0.10% (+2) YoY -33.86% (-938)	All Managers (Combined)	$443.7K	0.0% ($443.7K/$1.2B)	QoQ +20.53% (+$75.6K) YoY -16.32% (-$86.6K)
(IWVcusip464287689)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$436.3K	0.0% ($436.3K/$1.2B)	QoQ NEW(+$436.3K) YoY NEW(+$436.3K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	9.1K	QoQ -0.27% (-25) YoY +65.13% (+3.6K)	All Managers (Combined)	$413.5K	0.0% ($413.5K/$1.2B)	QoQ +13.11% (-$48.0K) YoY +78.51% (+$181.9K)
VERTEX PHARMACEUTICALS INC / MA(VRTXcusip92532F100)	841	QoQ NEW(+841) YoY NEW(+841)	All Managers (Combined)	$407.7K	0.0% ($407.7K/$1.2B)	QoQ NEW(+$407.7K) YoY NEW(+$407.7K)
Celsius Holdings, Inc.(CELHcusip15118V207)	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$407.1K	0.0% ($407.1K/$1.2B)	QoQ NEW(+$407.1K) YoY NEW(+$407.1K)
(cusip46137V449)✕	3.9K	QoQ +0.50% (+20) YoY -0.22% (-9)	All Managers (Combined)	$407.1K	0.0% ($407.1K/$1.2B)	QoQ +1.30% (+$5.3K) YoY +8.37% (-$31.5K)
Tesla, Inc.(TSLAcusip88160R101)	1.6K	QoQ +53.10% (-538) YoY +23.78% (+298)	All Managers (Combined)	$402.0K	0.0% ($402.0K/$1.2B)	QoQ -1.74% (-$7.1K) YoY +82.48% (+$181.7K)
Viking Holdings Ltd(VIKcusipG93A5A101)	10.1K	QoQ +58.87% (+3.7K) YoY NEW(+10.1K)	All Managers (Combined)	$400.3K	0.0% ($400.3K/$1.2B)	QoQ +43.33% (+$121.0K) YoY NEW(+$400.3K)
(VDEcusip92204A306)	3.1K	QoQ -41.74% (-2.2K) YoY NEW(+3.1K)	All Managers (Combined)	$399.2K	0.0% ($399.2K/$1.2B)	QoQ -37.72% (-$241.8K) YoY NEW(+$399.2K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	3.4K	QoQ -5.30% (-193) YoY +15.90% (+473)	All Managers (Combined)	$375.6K	0.0% ($375.6K/$1.2B)	QoQ +9.76% (-$33.4K) YoY +53.84% (+$131.5K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	1.7K	QoQ -95.92% (-39.3K) YoY -95.93% (-39.4K)	All Managers (Combined)	$363.3K	0.0% ($363.3K/$1.2B)	QoQ -95.16% (-$7.1M) YoY -95.52% (-$7.8M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	765	QoQ -5.43% (-44) YoY -5.78% (-47)	All Managers (Combined)	$358.9K	0.0% ($358.9K/$1.2B)	QoQ -13.24% (-$54.8K) YoY -0.42% (-$1.5K)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	2.6K	QoQ +0.47% (-12) YoY +1.58% (+40)	All Managers (Combined)	$356.3K	0.0% ($356.3K/$1.2B)	QoQ -10.15% (-$40.3K) YoY +9.85% (+$32.0K)