Blue Chip Partners, LLC holds a diversified book of 170 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 Alphabet Inc-CL C. Their largest long position is Fidelity Total Bond ETF at 10% of the equity book. Cloning the disclosed picks since 2015 would be +181% (+9.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
Following at the filing date actually beat the quarter-end book by 6.4 points over this window.
Growth of $10,000 cloning Blue Chip Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
77% 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
Other tracked managers holding the same core names as Blue Chip Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $808.4B |
| MORGAN STANLEY | 80 / 80 | $622.4B |
| JPMORGAN CHASE & CO | 80 / 80 | $610.5B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $420.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $175.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $174.2B |
| UBS Group AG | 80 / 80 | $166.4B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $147.5B |
Ranked by how many of Blue Chip Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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.