Blue Chip Partners, LLC - Portfolio overview

Blue Chip Partners, LLC has 184 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. FBND - FIDELITY MERRIMACK STR TR, 9.62%
2. AAPL - APPLE INC, 3.97%
3. GOOG - ALPHABET INC, 3.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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