Long-term investor
Blue Chip Partners, LLC @bluechippartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001632801).
Record
- Tracked since 2025-06-30 (441 days), 64 trades recorded
- Returns: week n/a · month n/a · 90 days +7.4% · 6 months n/a · 1 year +15.3% · all +15.3%
- Max drawdown n/a · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FBND · 8.9% · long · since 2025-06-30
- KLAC · 4.4% · long · since 2025-06-30
- GOOG · 4.2% · long · since 2025-06-30
- AAPL · 4.0% · long · since 2025-06-30
- AVGO · 3.9% · long · since 2025-06-30
- JPM · 3.2% · long · since 2025-06-30
- ABBV · 3.1% · long · since 2025-06-30
- PWR · 3.0% · long · since 2025-06-30
- ASML · 2.9% · long · since 2025-06-30
- CGMU · 2.8% · long · since 2025-06-30
- LLY · 2.7% · long · since 2025-06-30
- XLE · 2.6% · long · since 2025-06-30