Blue Chip Partners, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Blue Chip Partners, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | FBND | FIDELITY MERRIMACK STR TR | 9.78% | 135.903 M $ | 2979026 | 2023/06/30 | -1.206 M $ | -0.91 % |
| 2026/03/31 | AAPL | APPLE INC | 4.04% | 56.122 M $ | 221135 | 2014/12/31 | -3.986 M $ | -6.65 % |
| 2026/03/31 | GOOG | ALPHABET INC | 3.88% | 53.893 M $ | 187872 | 2015/12/31 | -5.216 M $ | -8.59 % |
| 2026/03/31 | AVGO | BROADCOM INC | 3.75% | 52.084 M $ | 168279 | 2019/09/30 | -6.169 M $ | -10.57 % |
| 2026/03/31 | XLE | SELECT SECTOR SPDR TR | 3.42% | 47.454 M $ | 774638 | 2019/12/31 | 12.721 M $ | 37.02 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 3.25% | 45.193 M $ | 153633 | 2014/12/31 | -4.276 M $ | -8.71 % |
| 2026/03/31 | CGMU | CAPITAL GRP FIXED INCM ETF T | 3.23% | 44.879 M $ | 1653001 | 2025/03/31 | -376.207 K $ | -0.84 % |
| 2026/03/31 | ABBV | ABBVIE INC | 3.00% | 41.624 M $ | 191381 | 2014/12/31 | -2.087 M $ | -4.81 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 2.72% | 37.801 M $ | 102117 | 2014/12/31 | -11.436 M $ | -23.46 % |
| 2026/03/31 | PWR | QUANTA SVCS INC | 2.71% | 37.583 M $ | 68455 | 2024/09/30 | 8.722 M $ | 30.08 % |
| 2026/03/31 | KLAC | KLA CORP | 2.62% | 36.379 M $ | 24707 | 2023/09/30 | 6.589 M $ | 21.18 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 2.47% | 34.259 M $ | 34381 | 2014/12/31 | 4.365 M $ | 15.55 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 2.35% | 32.603 M $ | 35447 | 2018/03/31 | -5.451 M $ | -14.41 % |
| 2026/03/31 | TJX | TJX COS INC NEW | 2.29% | 31.808 M $ | 199174 | 2024/09/30 | 1.186 M $ | 3.96 % |
| 2026/03/31 | WM | WASTE MGMT INC DEL | 2.26% | 31.333 M $ | 136356 | 2014/12/31 | 1.339 M $ | 4.59 % |
| 2026/03/31 | ASML | ASML HLDG NV | 2.25% | 31.291 M $ | 23690 | 2023/09/30 | 6.042 M $ | 23.46 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 2.21% | 30.712 M $ | 147461 | 2018/03/31 | -3.267 M $ | -9.77 % |
| 2026/03/31 | MRK | MERCK & CO INC | 2.16% | 30.062 M $ | 249913 | 2014/12/31 | 3.680 M $ | 14.28 % |
| 2026/03/31 | V | VISA INC | 2.00% | 27.832 M $ | 92087 | 2019/12/31 | -4.390 M $ | -13.82 % |
| 2026/03/31 | PM | PHILIP MORRIS INTL INC | 1.99% | 27.659 M $ | 167288 | 2014/12/31 | 803.283 K $ | 3.08 % |
| 2026/03/31 | HD | HOME DEPOT INC | 1.99% | 27.640 M $ | 84040 | 2014/12/31 | -1.209 M $ | -4.42 % |
| 2026/03/31 | BLK | BLACKROCK INC | 1.88% | 26.155 M $ | 27197 | 2024/12/31 | -2.856 M $ | -10.15 % |
| 2026/03/31 | ETN | EATON CORP PLC | 1.88% | 26.121 M $ | 73030 | 2023/06/30 | 2.703 M $ | 12.29 % |
| 2026/03/31 | ORLY | OREILLY AUTOMOTIVE INC | 1.84% | 25.562 M $ | 276916 | 2023/12/31 | 293.496 K $ | 1.21 % |
| 2026/03/31 | SDVY | FIRST TR EXCHANGE TRADED FD | 1.72% | 23.956 M $ | 607551 | 2024/12/31 | 655.822 K $ | 2.90 % |
| 2026/03/31 | ICE | INTERCONTINENTAL EXCHANGE IN | 1.71% | 23.757 M $ | 151049 | 2025/12/31 | -671.411 K $ | -2.89 % |
| 2026/03/31 | ABT | ABBOTT LABORATORIES | 1.54% | 21.426 M $ | 208691 | 2014/12/31 | -4.669 M $ | -18.05 % |
| 2026/03/31 | VICI | VICI PPTYS INC | 1.47% | 20.432 M $ | 747895 | 2025/03/31 | -429.507 K $ | -2.84 % |
| 2026/03/31 | ROL | ROLLINS INC | 1.47% | 20.423 M $ | 382386 | 2025/09/30 | -2.550 M $ | -11.01 % |
| 2026/03/31 | TMUS | T-MOBILE US INC | 1.43% | 19.812 M $ | 94332 | 2025/12/31 | 481.247 K $ | 3.44 % |
| 2026/03/31 | DTE | DTE ENERGY CO | 1.39% | 19.260 M $ | 131716 | 2014/12/31 | 2.231 M $ | 13.37 % |
| 2026/03/31 | MNST | MONSTER BEVERAGE CORP NEW | 1.26% | 17.497 M $ | 241473 | 2024/09/30 | -1.021 M $ | -5.49 % |
| 2026/03/31 | NEE | NEXTERA ENERGY INC | 1.21% | 16.862 M $ | 181546 | 2016/06/30 | 2.243 M $ | 15.70 % |
| 2026/03/31 | XEL | XCEL ENERGY INC | 1.20% | 16.703 M $ | 210260 | 2024/09/30 | 1.146 M $ | 7.55 % |
| 2026/03/31 | MS | MORGAN STANLEY | 1.15% | 16.040 M $ | 97464 | 2019/12/31 | -1.332 M $ | -7.30 % |
| 2026/03/31 | WELL | WELLTOWER INC | 0.97% | 13.524 M $ | 68404 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.96% | 13.277 M $ | 85497 | 2014/12/31 | 950.086 K $ | 8.20 % |
| 2026/03/31 | AGG | ISHARES TR | 0.77% | 10.731 M $ | 108098 | 2022/12/31 | -67.937 K $ | -0.61 % |
| 2026/03/31 | PANW | PALO ALTO NETWORKS INC | 0.63% | 8.819 M $ | 55006 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CRWD | CROWDSTRIKE HLDGS INC | 0.61% | 8.416 M $ | 21558 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | JPIE | J P MORGAN EXCHANGE TRADED F | 0.49% | 6.798 M $ | 147558 | 2023/06/30 | -32.354 K $ | -0.48 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.37% | 5.084 M $ | 16360 | 2014/12/31 | 86.156 K $ | 1.69 % |
| 2026/03/31 | BAC | BANK AMERICA CORP | 0.35% | 4.912 M $ | 100762 | 2020/03/31 | -677.550 K $ | -11.36 % |
| 2026/03/31 | RTX | RTX CORPORATION | 0.33% | 4.599 M $ | 23840 | 2020/06/30 | 226.356 K $ | 5.18 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 0.31% | 4.334 M $ | 20154 | 2014/12/31 | -91.997 K $ | -2.15 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.29% | 3.996 M $ | 22913 | 2021/09/30 | -276.400 K $ | -6.49 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.26% | 3.653 M $ | 12702 | 2015/12/31 | -327.565 K $ | -8.13 % |
| 2026/03/31 | KO | COCA COLA CO | 0.25% | 3.468 M $ | 45601 | 2014/12/31 | 282.968 K $ | 8.78 % |
| 2026/03/31 | WMT | WALMART INC | 0.22% | 2.990 M $ | 24059 | 2016/03/31 | 312.380 K $ | 11.55 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.21% | 2.923 M $ | 11956 | 2014/12/31 | 450.967 K $ | 18.11 % |
| 2026/03/31 | TXN | TEXAS INSTRS INC | 0.21% | 2.874 M $ | 14805 | 2014/12/31 | 317.700 K $ | 11.90 % |
| 2026/03/31 | ADC | AGREE RLTY CORP | 0.20% | 2.797 M $ | 37110 | 2018/03/31 | 125.825 K $ | 4.65 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.19% | 2.644 M $ | 18303 | 2014/12/31 | 21.481 K $ | 0.79 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.19% | 2.632 M $ | 4047 | 2014/12/31 | -129.793 K $ | -4.63 % |
| 2026/03/31 | LMT | LOCKHEED MARTIN CORP | 0.19% | 2.630 M $ | 4352 | 2014/12/31 | 524.528 K $ | 24.96 % |
| 2026/03/31 | CAT | CATERPILLAR INC | 0.19% | 2.624 M $ | 3704 | 2014/12/31 | 499.784 K $ | 23.67 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.18% | 2.529 M $ | 14905 | 2014/12/31 | 740.687 K $ | 40.98 % |
| 2026/03/31 | DTM | DT MIDSTREAM INC | 0.17% | 2.354 M $ | 17477 | 2021/09/30 | 265.637 K $ | 12.53 % |
| 2026/03/31 | XLK | SELECT SECTOR SPDR TR | 0.16% | 2.286 M $ | 17197 | 2022/12/31 | -178.990 K $ | -7.69 % |
| 2026/03/31 | ADP | AUTOMATIC DATA PROCESSING IN | 0.15% | 2.124 M $ | 10453 | 2014/12/31 | -587.793 K $ | -21.01 % |
| 2026/03/31 | UNP | UNION PAC CORP | 0.15% | 2.113 M $ | 8708 | 2014/12/31 | 99.428 K $ | 4.88 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 0.14% | 2.004 M $ | 13531 | 2014/12/31 | 63.996 K $ | 3.19 % |
| 2026/03/31 | AMGN | AMGEN INC | 0.14% | 1.983 M $ | 5635 | 2014/12/31 | 147.141 K $ | 7.50 % |
| 2026/03/31 | QYLD | GLOBAL X FDS | 0.13% | 1.822 M $ | 106227 | 2021/12/31 | -41.771 K $ | -2.94 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.13% | 1.820 M $ | 3798 | 2014/12/31 | -89.250 K $ | -4.67 % |
| 2026/03/31 | NSC | NORFOLK SOUTHN CORP | 0.13% | 1.787 M $ | 6226 | 2014/12/31 | -11.200 K $ | -0.60 % |
| 2026/03/31 | XYLD | GLOBAL X FDS | 0.13% | 1.753 M $ | 44800 | 2021/12/31 | -50.878 K $ | -3.69 % |
| 2026/03/31 | XLF | SELECT SECTOR SPDR TR | 0.12% | 1.645 M $ | 33327 | 2022/03/31 | -168.685 K $ | -9.86 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.12% | 1.637 M $ | 2861 | 2019/03/31 | -2.195 M $ | -13.33 % |
| 2026/03/31 | PAG | PENSKE AUTOMOTIVE GRP INC | 0.11% | 1.557 M $ | 10412 | 2014/12/31 | -90.523 K $ | -5.54 % |
| 2026/03/31 | MUB | ISHARES TR | 0.11% | 1.475 M $ | 13896 | 2016/12/31 | -4.569 K $ | -0.90 % |
| 2026/03/31 | RSP | INVESCO EXCHANGE TRADED FD T | 0.10% | 1.430 M $ | 7452 | 2018/06/30 | 2.817 K $ | 0.19 % |
| 2026/03/31 | JPST | J P MORGAN EXCHANGE TRADED F | 0.10% | 1.414 M $ | 27947 | 2018/09/30 | 564.000 $ | 0.04 % |
| 2026/03/31 | XLI | SELECT SECTOR SPDR TR | 0.09% | 1.278 M $ | 7904 | 2022/12/31 | 60.560 K $ | 4.26 % |
| 2026/03/31 | VXF | VANGUARD INDEX FDS | 0.09% | 1.264 M $ | 6143 | 2014/12/31 | -20.547 K $ | -1.59 % |
| 2026/03/31 | XLV | SELECT SECTOR SPDR TR | 0.09% | 1.243 M $ | 8481 | 2020/12/31 | -66.740 K $ | -5.29 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.09% | 1.211 M $ | 2027 | 2025/06/30 | -49.723 K $ | -4.72 % |
| 2026/03/31 | SYK | STRYKER CORPORATION | 0.09% | 1.191 M $ | 3626 | 2014/12/31 | -83.283 K $ | -6.51 % |
| 2026/03/31 | AMD | ADVANCED MICRO DEVICES INC | 0.09% | 1.190 M $ | 5850 | 2025/03/31 | -63.886 K $ | -5.01 % |
| 2026/03/31 | FITB | FIFTH THIRD BANCORP | 0.09% | 1.187 M $ | 25549 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VIK | VIKING HOLDINGS LTD | 0.08% | 1.161 M $ | 15800 | 2024/12/31 | 31.012 K $ | 2.90 % |
| 2026/03/31 | SOXX | ISHARES TR | 0.08% | 1.106 M $ | 3365 | 2022/09/30 | 98.018 K $ | 9.13 % |
| 2026/03/31 | JEPI | J P MORGAN EXCHANGE TRADED F | 0.08% | 1.098 M $ | 19371 | 2021/12/31 | -7.455 K $ | -0.98 % |
| 2026/03/31 | XLRE | SELECT SECTOR SPDR TR | 0.08% | 1.084 M $ | 26540 | 2020/12/31 | 77.073 K $ | 1.19 % |
| 2026/03/31 | ISRG | INTUITIVE SURGICAL INC | 0.08% | 1.048 M $ | 2274 | 2024/03/31 | -226.018 K $ | -18.60 % |
| 2026/03/31 | QQQM | INVESCO EXCH TRADED FD TR II | 0.07% | 1.013 M $ | 4262 | 2024/03/31 | -57.145 K $ | -6.05 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 0.07% | 1.012 M $ | 2997 | 2025/09/30 | 75.184 K $ | 18.37 % |
| 2026/03/31 | XLY | SELECT SECTOR SPDR TR | 0.07% | 998.627 K $ | 9163 | 2022/12/31 | -175.578 K $ | -8.73 % |
| 2026/03/31 | DFAC | DIMENSIONAL ETF TRUST | 0.07% | 971.270 K $ | 24994 | 2021/06/30 | -18.245 K $ | -1.84 % |
| 2026/03/31 | UBER | UBER TECHNOLOGIES INC | 0.07% | 948.973 K $ | 13193 | 2025/03/31 | -97.418 K $ | -11.97 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.07% | 945.435 K $ | 3900 | 2021/03/31 | -213.665 K $ | -18.17 % |
| 2026/03/31 | TGT | TARGET CORP | 0.06% | 891.922 K $ | 7359 | 2015/03/31 | 244.911 K $ | 23.99 % |
| 2026/03/31 | IAU | ISHARES GOLD TR | 0.06% | 891.827 K $ | 10116 | 2022/12/31 | 72.486 K $ | 8.61 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.06% | 862.734 K $ | 11119 | 2014/12/31 | 6.235 K $ | 0.73 % |
| 2026/03/31 | DE | DEERE & CO | 0.06% | 852.742 K $ | 1514 | 2014/12/31 | 148.745 K $ | 20.99 % |
| 2026/03/31 | VRTX | VERTEX PHARMACEUTICALS INC | 0.06% | 846.194 K $ | 1895 | 2024/06/30 | -11.532 K $ | -1.50 % |
| 2026/03/31 | TSLA | TESLA INC | 0.06% | 838.297 K $ | 2255 | 2020/09/30 | -191.182 K $ | -17.34 % |
| 2026/03/31 | IWF | ISHARES TR | 0.06% | 830.707 K $ | 1948 | 2023/06/30 | -86.202 K $ | -9.91 % |
| 2026/03/31 | INVESCO EXCHANGE TRADED FD T | 0.06% | 822.300 K $ | 14281 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | REGN | REGENERON PHARMACEUTICALS | 0.06% | 794.966 K $ | 1029 | 2025/03/31 | 727.000 $ | 0.10 % |