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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
+8.94%
1 Year Est. Return
+35.46%
3 Year Est. Return
+116.49%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$440M
AUM Growth
+$23.6M
Cap. Flow
-$8.31M
Cap. Flow %
-1.89%
Top 10 Hldgs %
40.35%
Holding
240
New
14
Increased
86
Reduced
105
Closed
10

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$1.04M
2
KLAC icon
KLA
KLAC
+$809K
3
ADBE icon
Adobe
ADBE
+$596K
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$470K
5
LRCX icon
Lam Research
LRCX
+$344K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.75M
2
BMY icon
Bristol-Myers Squibb
BMY
+$1.7M
3
MRK icon
Merck
MRK
+$975K
4
NVR icon
NVR
NVR
+$859K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$727K

Sector Composition

Rank Sector Weight
1 Technology 23.05%
2 Financials 11.07%
3 Healthcare 7.36%
4 Communication Services 6.18%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IYG icon
226
iShares US Financial Services ETF
IYG
$2.2B
$52K 0.01%
580
– –
JEPQ icon
227
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$41.4B
$22.9K 0.01%
398
+65
+20% +$3.61K
JDIV
228
JPMorgan Dividend Leaders ETF
JDIV
$13.2M
$6.02K ﹤0.01%
+112
New +$5.89K
ESGV icon
229
Vanguard ESG US Stock ETF
ESGV
$13.7B
$1.66K ﹤0.01%
14
– –
ESGE icon
230
iShares ESG Aware MSCI EM ETF
ESGE
$6.73B
$478 ﹤0.01%
11
– –
BSX icon
231
Boston Scientific
BSX
$71.5B
– –
-1,941
Closed -$208K
CMCSA icon
232
Comcast
CMCSA
$90B
– –
-9,970
Closed -$356K
ELV icon
233
Elevance Health
ELV
$85.5B
– –
-665
Closed -$259K
FIS icon
234
Fidelity National Information Services
FIS
$22.1B
– –
-5,614
Closed -$457K
HCTI icon
235
Healthcare Triangle
HCTI
$2.53M
– –
-17
Closed -$7.07K
ISRG icon
236
Intuitive Surgical
ISRG
$134B
– –
-411
Closed -$223K
OC icon
237
Owens Corning
OC
$12.4B
– –
-5,136
Closed -$706K
PHM icon
238
Pultegroup
PHM
$25.3B
– –
-2,456
Closed -$260K
ROP icon
239
Roper Technologies
ROP
$39.8B
– –
-393
Closed -$223K
TMUS icon
240
T-Mobile US
TMUS
$190B
– –
-879
Closed -$209K
6 7 8 9
10

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3Chopt Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, 3Chopt Investment Partners held 240 positions worth $440M, up 5.7% from $416M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

3Chopt Investment Partners's Q3 2025 filing shows 14 new, 86 increased, 105 reduced and 10 closed positions. Its largest new stake was Cummins: 888 shares worth $375K. The largest sale was Vanguard S&P 500 ETF, an estimated $4.75M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Financials and Healthcare.

  • 3Chopt Investment Partners's largest Q3 2025 buy was Cummins: 888 shares worth $375K.
  • 3Chopt Investment Partners added most to Eli Lilly in Q3 2025, an estimated $1.04M increase.
  • 3Chopt Investment Partners's biggest Q3 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $4.75M.
  • 3Chopt Investment Partners fully exited Owens Corning in Q3 2025, selling an estimated $706K.
  • 3Chopt Investment Partners's ten largest holdings make up 40% of its $440M portfolio in Q3 2025.
  • 3Chopt Investment Partners opened 14 new positions and closed 10 in Q3 2025.
  • 3Chopt Investment Partners's portfolio value rose 5.7% quarter-over-quarter to $440M.

Based on 3Chopt Investment Partners's 13F filing for Q3 2025, filed 20 Oct 2025.