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3IP

3Chopt Investment Partners Portfolio holdings

AUM $532M
1-Year Est. Return 35.46%
This Fund
S&P 500
This Quarter Est. Return
+20.58%
1 Year Est. Return
+35.46%
3 Year Est. Return
+116.49%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$532M
AUM Growth
+$95M
Cap. Flow
+$33.7M
Cap. Flow %
6.34%
Top 10 Hldgs %
40.56%
Holding
283
New
43
Increased
115
Reduced
86
Closed
9

Top Buys

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$4.08M
2
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$3.07M
3
ACGL icon
Arch Capital
ACGL
+$2.32M
4
C icon
Citigroup
C
+$2.07M
5
COF icon
Capital One
COF
+$1.98M

Top Sells

Rank Stock Value
1
DBX icon
Dropbox
DBX
+$2.01M
2
QCOM icon
Qualcomm
QCOM
+$691K
3
HON icon
Honeywell
HON
+$575K
4
CHKP icon
Check Point Software Technologies
CHKP
+$513K
5
INTU icon
Intuit
INTU
+$315K

Sector Composition

Rank Sector Weight
1 Miscellaneous 29.46%
2 Technology 25.12%
3 Financials 9.61%
4 Healthcare 7.04%
5 Communication Services 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$1.03T
$64.7M 12.16%
94,181
+2,514
+3% +$1.68M
VB icon
2
Vanguard Morningstar Small-Cap ETF
VB
$81.3B
$33.6M 6.32%
110,885
+10,722
+11% +$3.07M
NVDA icon
3
NVIDIA
NVDA
$5.25T
$32.2M 6.06%
161,098
+8,299
+5% +$1.71M
AAPL icon
4
Apple
AAPL
$4.67T
$22M 4.14%
76,117
+5,530
+8% +$1.58M
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.19T
$17.5M 3.28%
49,464
+1,697
+4% +$606K
MSFT icon
6
Microsoft
MSFT
$3.81T
$11.9M 2.23%
31,783
+4,891
+18% +$1.98M
AVGO icon
7
Broadcom
AVGO
$1.75T
$10.5M 1.97%
27,738
+741
+3% +$297K
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.08T
$8.78M 1.65%
17,553
+602
+4% +$289K
LRCX icon
9
Lam Research
LRCX
$378B
$7.5M 1.41%
17,299
+598
+4% +$182K
META icon
10
Meta Platforms (Facebook)
META
$1.47T
$7.18M 1.35%
12,753
+345
+3% +$211K
PM icon
11
Philip Morris
PM
$299B
$7.18M 1.35%
39,383
-280
-0.7% -$48.6K
MU icon
12
Micron Technology
MU
$1.05T
$7.07M 1.33%
6,125
+479
+8% +$359K
CSCO icon
13
Cisco
CSCO
$433B
$6.51M 1.22%
55,459
+477
+0.9% +$49.9K
BBUS icon
14
JPMorgan BetaBuilders US Equity ETF
BBUS
$9.2B
$6.33M 1.19%
47,005
-2,287
-5% -$299K
AMZN icon
15
Amazon
AMZN
$2.87T
$6.13M 1.15%
25,740
+5,493
+27% +$1.38M
VEU icon
16
Vanguard FTSE All-World ex-US ETF
VEU
$70.4B
$6.11M 1.15%
72,912
+1,128
+2% +$92.2K
MCK icon
17
McKesson
MCK
$104B
$5.83M 1.1%
7,708
-241
-3% -$191K
VST icon
18
Vistra
VST
$46B
$5.8M 1.09%
36,553
-753
-2% -$117K
JNJ icon
19
Johnson & Johnson
JNJ
$646B
$5.53M 1.04%
21,776
+270
+1% +$62.9K
JPM icon
20
JPMorgan Chase
JPM
$951B
$5.49M 1.03%
16,776
-842
-5% -$261K
KLAC icon
21
KLA
KLAC
$229B
$5.46M 1.03%
18,113
-137
-0.8% -$27.2K
MO icon
22
Altria Group
MO
$115B
$5.23M 0.98%
71,650
-1,660
-2% -$116K
WMB icon
23
Williams Companies
WMB
$90.2B
$4.99M 0.94%
67,066
-979
-1% -$72K
LLY icon
24
Eli Lilly
LLY
$1.05T
$4.81M 0.9%
4,014
+385
+11% +$393K
AMAT icon
25
Applied Materials
AMAT
$366B
$4.56M 0.86%
6,308
+331
+6% +$153K
1
2 3 4 5

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3Chopt Investment Partners's Q2 2026 Portfolio in Review

As of Q2 2026, 3Chopt Investment Partners held 283 positions worth $532M, up 22% from $437M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

3Chopt Investment Partners deployed $33.7M of net new capital in Q2 2026, opening 43 new positions and adding to 115 existing holdings. Its largest new stake was Wells Fargo: 50,751 shares worth $4.19M.

By sector, the portfolio is most concentrated in Miscellaneous at 29% of assets, down from 30% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Dropbox, an estimated $2.01M trimmed.

  • 3Chopt Investment Partners's largest Q2 2026 buy was Wells Fargo: 50,751 shares worth $4.19M.
  • 3Chopt Investment Partners added most to Vanguard Morningstar Small-Cap ETF in Q2 2026, an estimated $3.07M increase.
  • 3Chopt Investment Partners's biggest Q2 2026 reduction was Dropbox, cutting an estimated $2.01M.
  • 3Chopt Investment Partners fully exited Intuit in Q2 2026, selling an estimated $315K.
  • 3Chopt Investment Partners's ten largest holdings make up 41% of its $532M portfolio in Q2 2026.
  • 3Chopt Investment Partners opened 43 new positions and closed 9 in Q2 2026.
  • 3Chopt Investment Partners's portfolio value rose 22% quarter-over-quarter to $532M.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.