Blue Chip Partners, LLC

Q1 2026 13F-HR Holdings

Location
Farmington Hills, MI
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
170
Total value ($000)
$1,389,114
Net value change ($000)
+10,215 (0.7%)
New positions
14
Sold out positions
13
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/18/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WELL 13,524 NEW
XLE 13,089 38.1%
PANW 8,819 NEW
PWR 8,589 29.6%
CRWD 8,416 NEW
COST 6,189 22.0%
TMUS 5,833 41.7%
ASML 5,533 21.5%
VICI 5,335 35.3%
KLAC 5,268 16.9%
Top Reduces (Value $000, Stocks/ETFs)
UNH -16,062 -96.7%
META -14,834 -90.1%
MSFT -10,949 -22.5%
GOOGL -6,861 -11.3%
AVGO -6,271 -10.7%
XLRE -5,395 -83.3%
LLY -5,209 -13.8%
VOX -4,622 -100.0%
ABT -4,434 -17.1%
V -3,934 -12.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type