Blue Chip Partners, LLC holds a diversified book of 138 stocks worth $1.4B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened WELLTOWER INC and trimmed SS HEALTH CARE SELECT SECTOR. Their largest long position is FIDELITY TOTAL BOND ETF at 10% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1632801/holdings"
Use Arkolith to show Blue Chip Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Fidelity Merrimack STR TR TOTAL BD ETF | $135.9M | 2.98M | 9.8% | ▲+3.7% Added · +107K sh | |
| 2 | Apple Inc COM | $56.1M | 221.1K | 4.0% | ▲+0.2% Added · +551 sh | |
| 3 | Alphabet Inc CAP STK CL C | $53.9M | 187.9K | 3.9% | ▼−3.0% Reduced · −6K sh | |
| 4 | Broadcom Inc COM | $52.1M | 168.3K | 3.7% | ▼−0.2% Reduced · −328 sh | |
| 5 | Select Sector SPDR TR STATE STREET ENE | $47.5M | 774.6K | 3.4% | ▲+0.8% Added · +6K sh | |
| 6 | JPMorgan Chase & Co COM | $45.2M | 153.6K | 3.3% | ▲+0.8% Added · +1K sh | |
| 7 | Capital Grp Fixed Incm ETF T MUNICIPAL INCOME | $44.9M | 1.65M | 3.2% | ▲+1.1% Added · +17K sh | |
| 8 | Abbvie Inc COM | $41.6M | 191.4K | 3.0% | ▲+0.8% Added · +2K sh | |
| 9 | Microsoft Corp COM | $37.8M | 102.1K | 2.7% | ▲+1.3% Added · +1K sh | |
| 10 | Quanta Svcs Inc COM | $37.6M | 68.5K | 2.7% | ▼−0.3% Reduced · −241 sh | |
| 11 | Kla Corp COM NEW | $36.4M | 24.7K | 2.6% | ▼−3.5% Reduced · −897 sh | |
| 12 | Costco Wholesale Corporation COM | $34.3M | 34.4K | 2.5% | ▲+5.6% Added · +2K sh | |
| 13 | Eli Lilly & Co COM | $32.6M | 35.4K | 2.3% | ▲+0.7% Added · +262 sh | |
| 14 | TJX Cos Inc New COM | $31.8M | 199.2K | 2.3% | ▲+2.3% Added · +4K sh | |
| 15 | Waste Mgmt Inc Del COM | $31.3M | 136.4K | 2.3% | ▲+2.7% Added · +4K sh | |
| 16 | Asml Hldg NV N Y REGISTRY SHS | $31.3M | 23.7K | 2.3% | ▼−1.6% Reduced · −386 sh | |
| 17 | Amazon Com Inc COM | $30.7M | 147.5K | 2.2% | ▲+1.8% Added · +3K sh | |
| 18 | Merck & Co Inc COM | $30.1M | 249.9K | 2.2% | ▲+2.1% Added · +5K sh | |
| 19 | Visa Inc COM CL A | $27.8M | 92.1K | 2.0% | ▲+1.7% Added · +2K sh | |
| 20 | Philip Morris Intl Inc COM | $27.7M | 167.3K | 2.0% | ▲+2.9% Added · +5K sh | |
| 21 | Home Depot Inc COM | $27.6M | 84.0K | 2.0% | ▲+5.7% Added · +5K sh | |
| 22 | BlackRock Inc COM | $26.2M | 27.2K | 1.9% | ▲+3.4% Added · +903 sh | |
| 23 | Eaton Corp PLC SHS | $26.1M | 73.0K | 1.9% | ▲+5.8% Added · +4K sh | |
| 24 | Oreilly Automotive Inc COM | $25.6M | 276.9K | 1.8% | ▲+3.8% Added · +10K sh | |
| 25 | First TR Exchange Traded FD SMID RISNG ETF | $24.0M | 607.6K | 1.7% | ▲+2.8% Added · +17K sh | |
| 26 | Intercontinental Exchange In COM | $23.8M | 151.0K | 1.7% | ▲+5.3% Added · +8K sh | |
| 27 | Abbott Laboratories COM | $21.4M | 208.7K | 1.5% | ▲+1.1% Added · +2K sh | |
| 28 | Vici Pptys Inc COM | $20.4M | 747.9K | 1.5% | ▲+39% Added · +211K sh | |
| 29 | Rollins Inc COM | $20.4M | 382.4K | 1.5% | ▼−0.9% Reduced · −3K sh | |
| 30 | T-Mobile US Inc COM | $19.8M | 94.3K | 1.4% | ▲+37% Added · +25K sh | |
| 31 | Dte Energy Co COM | $19.3M | 131.7K | 1.4% | ▲+1.8% Added · +2K sh | |
| 32 | Monster Beverage Corp New COM | $17.5M | 241.5K | 1.3% | ▼−0.4% Reduced · −934 sh | |
| 33 | NextEra Energy Inc COM | $16.9M | 181.5K | 1.2% | ▲+2.0% Added · +4K sh | |
| 34 | Xcel Energy Inc COM | $16.7M | 210.3K | 1.2% | ▲+2.4% Added · +5K sh | |
| 35 | Morgan Stanley COM NEW | $16.0M | 97.5K | 1.2% | ▼−5.2% Reduced · −5K sh | |
| 36 | Welltower Inc COM | $13.5M | 68.4K | 1.0% | ▲New New position | |
| 37 | Pepsico Inc COM | $13.3M | 85.5K | 1.0% | ▲+5.9% Added · +5K sh | |
| 38 | Ishares TR CORE US AGGBD ET | $10.7M | 108.1K | 0.8% | ▼−2.9% Reduced · −3K sh | |
| 39 | Palo Alto Networks Inc COM | $8.8M | 55.0K | 0.6% | ▲New New position | |
| 40 | Crowdstrike Hldgs Inc CL A | $8.4M | 21.6K | 0.6% | ▲New New position | |
| 41 | J P Morgan Exchange Traded F INCOME ETF | $6.8M | 147.6K | 0.5% | ▲+0.3% Added · +494 sh | |
| 42 | McDonalds Corp COM | $5.1M | 16.4K | 0.4% | ▼−2.0% Reduced · −337 sh | |
| 43 | Bank America Corp COM | $4.9M | 100.8K | 0.4% | ▼−7.0% Reduced · −8K sh | |
| 44 | RTX Corporation COM | $4.6M | 23.8K | 0.3% | ▲+0.1% Added · +13 sh | |
| 45 | Vanguard Specialized Funds DIV APP ETF | $4.3M | 20.2K | 0.3% | ▲+3.4% Added · +663 sh | |
| 46 | Nvidia Corporation COM | $4.0M | 22.9K | 0.3% | ▲+0.3% Added · +70 sh | |
| 47 | Alphabet Inc CAP STK CL A | $3.7M | 12.7K | 0.3% | ▼−1.4% Reduced · −174 sh | |
| 48 | Coca Cola Co COM | $3.5M | 45.6K | 0.2% | ▼−1.1% Reduced · −485 sh | |
| 49 | Walmart Inc COM | $3.0M | 24.1K | 0.2% | ▼−0.9% Reduced · −213 sh | |
| 50 | Johnson & Johnson COM | $2.9M | 12.0K | 0.2% | ▼−0.6% Reduced · −73 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 170 | $1.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 18, 2026 | 169 | $1.4B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 17, 2025 | 164 | $1.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 15, 2025 | 162 | $1.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 160 | $1.2B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 153 | $1.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 198 | $1.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 29, 2024 | 188 | $1.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 25, 2024 | 187 | $1.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 5, 2024 | 177 | $958.7M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 30, 2023 | 175 | $839.1M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 2, 2023 | 186 | $879.9M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 1, 2023 | 173 | $843.0M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 1, 2023 | 172 | $803.6M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 27, 2022 | 161 | $729.7M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 1, 2022 | 162 | $784.5M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 4, 2022 | 170 | $804.5M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 8, 2022 | 174 | $796.9M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 2, 2021 | 166 | $711.9M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 3, 2021 | 159 | $700.5M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 4, 2021 | 158 | $651.2M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 5, 2021 | 146 | $638.7M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 27, 2020 | 134 | $561.7M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 30, 2020 | 131 | $510.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.