Blue Chip Partners, Inc.
RIA/Wealth
Blue Chip Partners, Inc. is a RIA/Wealth based in Farmington Hills, MI led by Robert Kevin Steinberg, reporting $1.5B in AUM as of Q3 2025 with FBND as the largest holding (9% allocation).
PresidentRobert Kevin Steinberg
- Portfolio Value
- $1.3B
- Positions
- 164
- Top Holding
- FBND at 9.43%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Blue Chip Partners, Inc.'s portfolio (41% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $126.1M | 9.43% | +$4.2M Bought | — 2.7M shares | |
Semiconductors Technology | $56.8M | 4.25% | -$13.7M Sold | 0.00% 172.3K shares | |
Consumer Electronics Technology | $56.8M | 4.25% | +$149.0K Bought | 0.00% 223.0K shares | |
Software - Infrastructure Technology | $51.9M | 3.88% | -$341.8K Sold | 0.00% 100.2K shares | |
Banks - Diversified Financial Services | $47.9M | 3.58% | -$603.4K Sold | 0.01% 151.9K shares | |
Internet Content & Information Communication Services | $47.4M | 3.54% | -$7.2M Sold | 0.00% 194.5K shares | |
Drug Manufacturers - General Healthcare | $43.8M | 3.27% | +$163.9K Bought | 0.01% 189.0K shares | |
ETF ETF | $42.7M | 3.19% | +$1.3M Bought | — 1.6M shares | |
Financial - Capital Markets Financial Services | $41.8M | 3.13% | -$933.1K Sold | 0.02% 263.0K shares | |
ETF ETF | $33.7M | 2.52% | +$786.0K Bought | — 376.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Blue Chip Partners, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+2,011.57% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Blue Chip Partners, Inc.
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