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BLUE CHIP INVESTOR FUNDS

CIK: 0001162127 Equity
Report date: 2026-02-18
AUM $46M
Expense Ratio
Category Equity
State OH
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-02-18

Holdings

From latest SEC N-PORT filing · US-listed stocks only

10 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 GOOG Alphabet Inc. Since 2026-05-10 02079K107 Equity (Common)
15.13%
$6.90 22,000
2 BN Brookfield Corporation Since 2026-05-10 11271J107 Equity (Common)
8.16%
$3.72 81,150
3 CMPR Cimpress PLC Since 2026-05-10 G2143T103 Equity (Common)
2.88%
$1.31 19,700
4 DIS The Walt Disney Company Since 2026-05-10 254687106 Equity (Common)
4.24%
$1.93 17,000
5 FCNCA First Citizens BancShares, Inc. Since 2026-05-10 31946M103 Equity (Common)
4.71%
$2.15 1,000
6 LKQ LKQ Corporation Since 2026-05-10 501889208 Equity (Common)
4.10%
$1.87 62,000
7 MKL Markel Group Inc. Since 2026-05-10 570535104 Equity (Common)
8.25%
$3.76 1,750
8 SIRI Sirius XM Holdings Inc Since 2026-05-10 829933100 Equity (Common)
4.34%
$1.98 99,000
9 HSY The Hershey Company Since 2026-05-10 427866108 Equity (Common)
3.27%
$1.49 8,200
10 W Wayfair Inc. Since 2026-05-10 94419L101 Equity (Common)
1.94%
$0.88 8,800