Fund Holdings

Blue Chip Partners, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
WELLTOWER INC(WELL)068,404+68,404013,524,1590.97%+13,524,159
SELECT SECTOR SPDR TR0774,638+774,638047,454,3533.42%+47,454,353
PALO ALTO NETWORKS INC(PANW)055,006+55,00608,818,5620.63%+8,818,562
QUANTA SVCS INC068,455+68,455037,583,1552.71%+37,583,155
CROWDSTRIKE HLDGS INC(CRWD)021,558+21,55808,416,4590.61%+8,416,459
COSTCO WHOLESALE CORPORATION(COST)034,381+34,381034,258,5412.47%+34,258,541
T-MOBILE US INC(TMUS)094,332+94,332019,812,4631.43%+19,812,463
ASML HLDG NV023,690+23,690031,290,7322.25%+31,290,732
VICI PPTYS INC(VICI)0747,895+747,895020,432,4941.47%+20,432,494
KLA CORP(KLAC)024,707+24,707036,379,3772.62%+36,379,377
MERCK & CO INC(MRK)0249,913+249,913030,062,0562.16%+30,062,056
EATON CORP PLC(ETN)073,030+73,030026,120,7761.88%+26,120,776
FIDELITY MERRIMACK STR TR02,979,026+2,979,0260135,903,1449.78%+135,903,144
DTE ENERGY CO(DTB)0131,716+131,716019,259,5491.39%+19,259,549
NEXTERA ENERGY INC(NEE)0181,546+181,546016,862,0341.21%+16,862,034
WASTE MGMT INC DEL(WM)0136,356+136,356031,333,1842.26%+31,333,184
TJX COS INC NEW(TJX)0199,174+199,174031,808,0652.29%+31,808,065
PEPSICO INC(PEP)085,497+85,497013,276,8460.96%+13,276,846
PHILIP MORRIS INTL INC(PM)0167,288+167,288027,659,3761.99%+27,659,376
XCEL ENERGY INC(XEL)0210,260+210,260016,703,0351.20%+16,703,035
FIRST TR EXCHANGE TRADED FD0607,551+607,551023,955,7531.72%+23,955,753
OREILLY AUTOMOTIVE INC(ORLY)0276,916+276,916025,562,0721.84%+25,562,072
FIFTH THIRD BANCORP(FITB)025,549+25,54901,186,9980.09%+1,186,998
ISHARES TR013,896+13,89601,475,0270.11%+1,475,027
INVESCO EXCHANGE TRADED FD T014,281+14,2810822,3000.06%+822,300
EXXON MOBIL CORP(XOM)014,905+14,90502,528,7660.18%+2,528,766
MICRON TECHNOLOGY INC(MU)02,997+2,99701,012,4080.07%+1,012,408
ISHARES TR010,301+10,3010549,5590.04%+549,559
SPOTIFY TECHNOLOGY S A(SPOT)01,130+1,1300547,9490.04%+547,949
LOCKHEED MARTIN CORP(LMT)04,352+4,35202,630,3790.19%+2,630,379
INTERCONTINENTAL EXCHANGE IN(ICE)0151,049+151,049023,757,0451.71%+23,757,045
CATERPILLAR INC(CAT)03,704+3,70402,623,9160.19%+2,623,916
JOHNSON & JOHNSON(JNJ)011,956+11,95602,922,5100.21%+2,922,510
GLOBAL X FDS0106,227+106,22701,821,7970.13%+1,821,797
CAVA GROUP INC(CAVA)09,822+9,8220794,6000.06%+794,600
GLOBAL X FDS044,800+44,80001,753,0120.13%+1,753,012
J P MORGAN EXCHANGE TRADED F019,371+19,37101,097,9280.08%+1,097,928
WALMART INC(WMT)024,059+24,05902,990,0090.22%+2,990,009
HOME DEPOT INC(HD)084,040+84,040027,640,0441.99%+27,640,044
ISHARES BITCOIN TRUST ETF(IBIT)07,150+7,1500274,7030.02%+274,703
VANGUARD TAX-MANAGED FDS03,930+3,9300251,8280.02%+251,828
TEREX CORP NEW(TEX)04,232+4,2320250,1340.02%+250,134
COCA COLA CO(KO)045,601+45,60103,467,9600.25%+3,467,960
EA SERIES TRUST04,370+4,3700238,8210.02%+238,821
DT MIDSTREAM INC(DTM)017,477+17,47702,353,6690.17%+2,353,669
RTX CORPORATION(RTX)023,840+23,84004,598,7910.33%+4,598,791
TEXAS INSTRS INC(TXN)014,805+14,80502,874,2020.21%+2,874,202
SPDR SERIES TRUST01,381+1,3810201,5090.01%+201,509
PALANTIR TECHNOLOGIES INC(PLTR)01,374+1,3740200,9890.01%+200,989
ISHARES TR02,059+2,0590200,1770.01%+200,177
VANGUARD INDEX FDS01,374+1,3740440,7390.03%+440,739
VANGUARD INDEX FDS02,027+2,02701,211,0930.09%+1,211,093
DEERE & CO(DE)01,514+1,5140852,7420.06%+852,742
UBER TECHNOLOGIES INC(UBER)013,193+13,1930948,9730.07%+948,973
COMFORT SYS USA INC(FIX)0301+3010414,4740.03%+414,474
CAPITAL GRP FIXED INCM ETF T01,653,001+1,653,001044,878,9743.23%+44,878,974
AMERICAN ELEC PWR CO INC05,951+5,9510780,0440.06%+780,044
AGREE RLTY CORP037,110+37,11002,797,3330.20%+2,797,333
DECKERS OUTDOOR CORP(DECK)07,661+7,6610766,7770.06%+766,777
VIKING HOLDINGS LTD(VIK)015,800+15,80001,160,9840.08%+1,160,984
VANGUARD STAR FDS04,129+4,1290318,4090.02%+318,409
SPDR GOLD TR(GLD)01,081+1,0810465,1440.03%+465,144
VERTEX PHARMACEUTICALS INC(VRTX)01,895+1,8950846,1940.06%+846,194
CHEVRON CORPORATION(CVX)01,589+1,5890328,7950.02%+328,795
UNION PAC CORP(UNP)08,708+8,70802,112,6670.15%+2,112,667
SHELL PLC(SHEL)03,840+3,8400357,1210.03%+357,121
INVESCO EXCH TRADED FD TR II04,262+4,26201,012,8370.07%+1,012,837
REGENERON PHARMACEUTICALS(REGN)01,029+1,0290794,9660.06%+794,966
ANALOG DEVICES INC(ADI)01,492+1,4920474,6000.03%+474,600
VANGUARD SPECIALIZED FUNDS020,154+20,15404,334,2440.31%+4,334,244
ISHARES GOLD TR(IAU)010,116+10,1160891,8270.06%+891,827
ONEOK INC NEW(OKE)02,783+2,7830251,5980.02%+251,598
VANECK ETF TRUST03,889+3,8890403,9580.03%+403,958
CUMMINS INC(CMI)01,476+1,4760794,3060.06%+794,306
VERIZON COMMUNICATIONS INC(VZ)07,896+7,8960396,3630.03%+396,363
VANGUARD INDEX FDS02,837+2,8370556,5600.04%+556,560
JOHNSON CONTROLS INTERNATION03,395+3,3950444,6330.03%+444,633
SELECT SECTOR SPDR TR08,000+8,0000399,7460.03%+399,746
AT&T INC(T)012,343+12,3430357,8210.03%+357,821
SCHWAB STRATEGIC TR019,151+19,1510587,5500.04%+587,550
ISHARES TR03,365+3,36501,105,9620.08%+1,105,962
AMGEN INC(AMGN)05,635+5,63501,982,7910.14%+1,982,791
DIGITAL RLTY TR INC(DLR)01,525+1,5250274,8560.02%+274,856
MARRIOTT INTL INC NEW(MAR)0995+9950325,5650.02%+325,565
ISHARES TR07,673+7,6730694,6120.05%+694,612
REPUBLIC SVCS INC(RSG)01,751+1,7510383,5640.03%+383,564
ISHARES TR04,792+4,7920336,3360.02%+336,336
AMERICAN TOWER CORP(AMT)01,260+1,2600217,4090.02%+217,409
ILLINOIS TOOL WKS INC(ITW)01,414+1,4140368,1440.03%+368,144
CISCO SYS INC(CSCO)011,119+11,1190862,7340.06%+862,734
ISHARES TR02,632+2,6320255,6560.02%+255,656
ISHARES TR0393+3930256,4200.02%+256,420
VANGUARD BD INDEX FDS03,966+3,9660310,9710.02%+310,971
NETFLIX INC.(NFLX)03,980+3,9800382,6770.03%+382,677
TRANE TECHNOLOGIES PLC(TT)0487+4870203,1050.01%+203,105
VANGUARD WHITEHALL FDS013,531+13,53102,003,8960.14%+2,003,896
ISHARES TR016,864+16,8640779,6260.06%+779,626
ISHARES TR02,050+2,0500283,6860.02%+283,686
WEC ENERGY GROUP INC(WEC)02,192+2,1920253,7930.02%+253,793
J P MORGAN EXCHANGE TRADED F0147,558+147,55806,797,9930.49%+6,797,993
Page 1 of 2