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Blue Chip Partners, LLC
Robert K. Steinberg · Investment Advisor · Value
Blue Chip Partners, LLC is an SEC-registered investment advisory firm based in Farmington Hills, Michigan. Founded in 2004 by Robert Steinberg, the firm offers an all-in-one wealth management solution that integrates investment management, financial planning, tax services, and estate planning. Specializing in high-net-worth individuals and corporate executives, Blue Chip Partners employs a team of highly credentialed professionals, including CFAs, CFPs, and CPAs, to deliver personalized, concierge-level service. The firm has reached significant milestones, managing over $1.3 billion in assets while remaining dedicated to a fiduciary standard that prioritizes client interests and long-term financial goals.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +17.7% |
| YTD return | +11.7% |
| Sharpe ratio | 3.41 |
| Win rate | 60% |
| AUM | $0.8B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.8B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.bluechippartners.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 8.8% | +35.3% |
| AVGO | Broadcom Inc | 8.2% | +7.2% |
| AAPL | Apple Inc | 7.8% | +24.0% |
| KLAC | KLA-Tencor Corporation | 7.6% | -28.5% |
| JPM | JPMorgan Chase & Co | 5.9% | +16.4% |
| PWR | Quanta Services Inc | 5.7% | +40.3% |
| ASML | ASML Holding NV ADR | 5.4% | +57.7% |
| ABBV | AbbVie Inc | 4.9% | +8.8% |
| LLY | Eli Lilly and Company | 4.6% | +11.0% |
| MSFT | Microsoft Corporation | 4.6% | -0.1% |
| AMZN | Amazon.com Inc | 4.3% | +16.2% |
| COST | Costco Wholesale Corp | 3.9% | -1.7% |
| TJX | The TJX Companies Inc | 3.9% | -9.4% |
| ETN | Eaton Corporation PLC | 3.7% | +13.5% |
| V | Visa Inc. Class A | 3.6% | +9.4% |
| PM | Philip Morris International Inc | 3.5% | +4.4% |
| WM | Waste Management Inc | 3.5% | -0.8% |
| BLK | BlackRock Inc | 3.4% | +0.3% |
| MRK | Merck & Company Inc | 3.4% | +34.9% |
| HD | The Home Depot Inc | 3.3% | +0.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Jun 22, 2026 | BUY | AVGO | 8.0% → 8.2% |
| Jun 22, 2026 | SELL | MRK | 3.8% → 3.4% |
| Jun 22, 2026 | SELL | PWR | 6.0% → 5.7% |
| Jun 22, 2026 | SELL | MSFT | 5.0% → 4.6% |
| Jun 22, 2026 | SELL | WM | 3.8% → 3.5% |
Investment Style Analysis
Blue Chip Partners, LLC is widely recognized for employing a Value strategy. As of Sep 4, 2026, the firm oversees approximately $0.8B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductor Equipment & Materials and Drug Manufacturers - General sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Jun 22, Blue Chip Partners, LLC made a significant move by increasing exposure to AVGO. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Blue Chip Partners focuses on a quality-driven investment philosophy centered on dividend-growing, industry-leading companies. By concentrating on high-quality blue chip businesses, the firm seeks to provide long-term capital appreciation and reliable cash flow for its clients, particularly those in or near retirement. The firm emphasizes the use of individual stocks over mutual funds or exchange-traded funds to enhance tax efficiency and minimize internal costs. This disciplined approach is designed to provide clients with clarity regarding their holdings, fostering the confidence needed to maintain a long-term investment strategy even during periods of market volatility.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Blue Chip Partners, LLC.
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Frequently asked questions
How is the simulated portfolio for Blue Chip Partners, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Blue Chip Partners, LLC's largest holding?
As of the latest filing, Blue Chip Partners, LLC's top position is Alphabet Inc Class A (GOOGL), representing 8.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Blue Chip Partners, LLC's historical performance and risk profile?
Our simulation indicates a total return of +17.7% with a win rate of 60%. Notably, the portfolio maintains a Sharpe Ratio of 3.41, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Blue Chip Partners, LLC primarily invest in?
Blue Chip Partners, LLC has a strong preference for the Semiconductor Equipment & Materials sector, which makes up 13.0% of their disclosed assets. The portfolio also has exposure to Drug Manufacturers - General, indicating a specific thematic focus.
Is Blue Chip Partners, LLC's portfolio concentrated or diversified?
Blue Chip Partners, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 24.8% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Blue Chip Partners, LLC performed in 2026?
Our AI-simulated model portfolio for Blue Chip Partners, LLC tracks a Year-to-Date (YTD) return of +11.7%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Robert K. Steinberg manage Blue Chip Partners, LLC directly?
Yes, Robert K. Steinberg serves as the key portfolio manager for Blue Chip Partners, LLC, overseeing the investment strategy and final capital allocation decisions.