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 7 of 8

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81369Y100

XLB|81369Y100

Shares:4.0K

Value:$347.1K

% of Portfolio:0.0% ($347.1K/$1.2B)

464285204

Shares:5.7K

Value:$334.0K

% of Portfolio:0.0% ($334.0K/$1.2B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:3.2K

Value:$325.5K

% of Portfolio:0.0% ($325.5K/$1.2B)

464287408

IVE|464287408

Shares:1.7K

Value:$323.7K

% of Portfolio:0.0% ($323.7K/$1.2B)

464287309

IVW|464287309

Shares:3.2K

Value:$292.6K

% of Portfolio:0.0% ($292.6K/$1.2B)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:1.2K

Value:$291.1K

% of Portfolio:0.0% ($291.1K/$1.2B)

Mastercard Inc

MA|57636Q104

Shares:527

Value:$289.0K

% of Portfolio:0.0% ($289.0K/$1.2B)

Shell plc

SHEL|780259305

Shares:3.9K

Value:$288.1K

% of Portfolio:0.0% ($288.1K/$1.2B)

ANALOG DEVICES INC

ADI|032654105

Shares:1.4K

Value:$286.5K

% of Portfolio:0.0% ($286.5K/$1.2B)

Tecnoglass Inc.

TGLS|G87264100

Shares:4.0K

Value:$286.2K

% of Portfolio:0.0% ($286.2K/$1.2B)

81369Y886

Shares:3.6K

Value:$283.7K

% of Portfolio:0.0% ($283.7K/$1.2B)

CAVA GROUP, INC.

CAVA|148929102

Shares:3.3K

Value:$282.5K

% of Portfolio:0.0% ($282.5K/$1.2B)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.3K

Value:$280.1K

% of Portfolio:0.0% ($280.1K/$1.2B)

Uber Technologies, Inc

UBER|90353T100

Shares:3.8K

Value:$278.7K

% of Portfolio:0.0% ($278.7K/$1.2B)

81369Y860

Shares:6.5K

Value:$271.0K

% of Portfolio:0.0% ($271.0K/$1.2B)

AT&T INC.

T|00206R102

Shares:9.5K

Value:$269.4K

% of Portfolio:0.0% ($269.4K/$1.2B)

CHEVRON CORP

CVX|166764100

Shares:1.6K

Value:$267.9K

% of Portfolio:0.0% ($267.9K/$1.2B)

DECKERS OUTDOOR CORP

DECK|243537107

Shares:2.3K

Value:$262.4K

% of Portfolio:0.0% ($262.4K/$1.2B)

ONEOK INC /NEW/

OKE|682680103

Shares:2.6K

Value:$260.3K

% of Portfolio:0.0% ($260.3K/$1.2B)

DELTA AIR LINES, INC.

DAL|247361702

Shares:5.9K

Value:$258.6K

% of Portfolio:0.0% ($258.6K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(XLBcusip81369Y100)	4.0K	QoQ +0.42% (+17) YoY -20.37% (-1.0K)	All Managers (Combined)	$347.1K	0.0% ($347.1K/$1.2B)	QoQ +2.62% (+$8.9K) YoY -26.29% (-$123.8K)
(cusip464285204)✕	5.7K	QoQ -0.47% (-27) YoY 0.00% (+0)	All Managers (Combined)	$334.0K	0.0% ($334.0K/$1.2B)	QoQ +18.52% (-$52.2K) YoY +40.34% (+$96.0K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$325.5K	0.0% ($325.5K/$1.2B)	QoQ NEW(+$325.5K) YoY NEW(+$325.5K)
(IVEcusip464287408)	1.7K	QoQ -0.23% (-4) YoY -15.17% (-304)	All Managers (Combined)	$323.7K	0.0% ($323.7K/$1.2B)	QoQ -0.38% (-$1.3K) YoY -13.49% (-$50.5K)
(IVWcusip464287309)	3.2K	QoQ -15.24% (-567) YoY -26.45% (-1.1K)	All Managers (Combined)	$292.6K	0.0% ($292.6K/$1.2B)	QoQ -22.48% (-$84.9K) YoY -19.13% (-$69.2K)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	1.2K	QoQ -8.53% (-114) YoY NEW(+1.2K)	All Managers (Combined)	$291.1K	0.0% ($291.1K/$1.2B)	QoQ -21.87% (-$81.5K) YoY NEW(+$291.1K)
Mastercard Inc(MAcusip57636Q104)	527	QoQ -1.12% (-6) YoY -12.31% (-74)	All Managers (Combined)	$289.0K	0.0% ($289.0K/$1.2B)	QoQ +2.93% (-$8.2K) YoY -0.08% (-$256)
Shell plc(SHELcusip780259305)	3.9K	QoQ +0.33% (+13) YoY +1.34% (+52)	All Managers (Combined)	$288.1K	0.0% ($288.1K/$1.2B)	QoQ +17.34% (+$42.6K) YoY +10.75% (+$28.0K)
ANALOG DEVICES INC(ADIcusip032654105)	1.4K	QoQ -5.45% (-82) YoY -14.34% (-238)	All Managers (Combined)	$286.5K	0.0% ($286.5K/$1.2B)	QoQ -10.24% (-$32.7K) YoY -12.65% (-$41.5K)
Tecnoglass Inc.(TGLScusipG87264100)	4.0K	QoQ 0.00% (-0) YoY -27.27% (-1.5K)	All Managers (Combined)	$286.2K	0.0% ($286.2K/$1.2B)	QoQ -9.79% (-$31.1K) YoY +0.01% (-$35)
(cusip81369Y886)✕	3.6K	QoQ -12.89% (-533) YoY -80.48% (-14.8K)	All Managers (Combined)	$283.7K	0.0% ($283.7K/$1.2B)	QoQ -9.28% (-$29.0K) YoY -76.56% (-$927.2K)
CAVA GROUP, INC.(CAVAcusip148929102)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$282.5K	0.0% ($282.5K/$1.2B)	QoQ NEW(+$282.5K) YoY NEW(+$282.5K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.3K	QoQ +0.53% (-7) YoY -7.09% (-101)	All Managers (Combined)	$280.1K	0.0% ($280.1K/$1.2B)	QoQ -5.74% (-$17.1K) YoY -4.13% (-$12.1K)
Uber Technologies, Inc(UBERcusip90353T100)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$278.7K	0.0% ($278.7K/$1.2B)	QoQ NEW(+$278.7K) YoY NEW(+$278.7K)
(cusip81369Y860)✕	6.5K	QoQ -85.87% (-39.4K) YoY -58.94% (-9.3K)	All Managers (Combined)	$271.0K	0.0% ($271.0K/$1.2B)	QoQ -85.46% (-$1.6M) YoY -56.53% (-$352.5K)
AT&T INC.(Tcusip00206R102)	9.5K	QoQ -4.15% (-413) YoY +16.78% (+1.4K)	All Managers (Combined)	$269.4K	0.0% ($269.4K/$1.2B)	QoQ +19.04% (-$43.1K) YoY +87.65% (+$125.8K)
CHEVRON CORP(CVXcusip166764100)	1.6K	QoQ +0.25% (+4) YoY +22.49% (+294)	All Managers (Combined)	$267.9K	0.0% ($267.9K/$1.2B)	QoQ +15.77% (+$36.5K) YoY +29.87% (+$61.6K)
DECKERS OUTDOOR CORP(DECKcusip243537107)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$262.4K	0.0% ($262.4K/$1.2B)	QoQ NEW(+$262.4K) YoY NEW(+$262.4K)
ONEOK INC /NEW/(OKEcusip682680103)	2.6K	QoQ +1.04% (-27) YoY +4.41% (+111)	All Managers (Combined)	$260.3K	0.0% ($260.3K/$1.2B)	QoQ -0.13% (-$346) YoY +29.23% (+$58.9K)
DELTA AIR LINES, INC.(DALcusip247361702)	5.9K	QoQ +22.18% (-1.1K) YoY +135.39% (+3.4K)	All Managers (Combined)	$258.6K	0.0% ($258.6K/$1.2B)	QoQ -11.94% (-$35.1K) YoY +114.36% (+$138.0K)