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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 $958,734,047
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fidelity Merrimack Str Tr
 2,098,130 $96,597,912 10.07%
2.
Apple Inc.
 AAPL 221,833 $42,709,504 4.45%
3.
Microsoft Corp
 MSFT 103,913 $39,075,590 4.07%
4.
Alphabet Inc.
 GOOG 235,023 $33,121,742 3.45%
5.
Jpmorgan Chase & Co
 JPM 181,095 $30,804,186 3.21%
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)