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Home > Institutional Investor > Blue Chip Partners, Inc. > Profile

Instuitional Investor - Blue Chip Partners, Inc.

Fund Profile
Filing Period:
Fund Name: Blue Chip Partners, Inc.
Portfolio Value $1,163,027,864
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr
 2,456,424 $110,219,760 9.47%
2.
Apple Inc.
 AAPL 213,749 $53,527,066 4.6%
3.
Broadcom Inc.
 AVGO 224,435 $52,033,005 4.47%
4.
Alphabet Inc.
 GOOGL 222,318 $42,338,307 3.64%
5.
Microsoft Corp
 MSFT 99,160 $41,796,068 3.59%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)