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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
Avg Time Held
5.3 quarters
Top 10 Avg Time Held
10.4 quarters
Top 20 Avg Time Held
8.7 quarters

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 Held Since
JIG icon
251
JPMorgan International Growth ETF
JIG
$537M
$198K 0.04%
2,267
-201
-8% -$16.6K
2025 Q3
3 quarters
ITOT icon
252
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$164K 0.03%
1,000
– –
2025 Q1
5 quarters
PLUG icon
253
Plug Power
PLUG
$2.18B
$157K 0.03%
58,110
-34,750
-37% -$109K
2025 Q4
2 quarters
JPEF icon
254
JPMorgan Equity Focus ETF
JPEF
$2.06B
$148K 0.03%
1,838
-47
-2% -$3.69K
2025 Q1
5 quarters
XLK icon
255
State Street Technology Select Sector SPDR ETF
XLK
$129B
$138K 0.03%
722
-185
-20% -$31.6K
2026 Q1
1 quarter
JFLI icon
256
JPMorgan Flexible Income ETF
JFLI
$47.6M
$131K 0.02%
2,409
+191
+9% +$10.1K
2025 Q4
2 quarters
IWF icon
257
iShares Russell 1000 Growth ETF
IWF
$130B
$112K 0.02%
+900
New +$108K
2026 Q2
0 quarters
IWR icon
258
iShares Russell Mid-Cap ETF
IWR
$56.6B
$110K 0.02%
+1,000
New +$105K
2026 Q2
0 quarters
IWN icon
259
iShares Russell 2000 Value ETF
IWN
$13.8B
$107K 0.02%
485
– –
2025 Q1
5 quarters
EEM icon
260
iShares MSCI Emerging Markets ETF
EEM
$30.5B
$97.8K 0.02%
+1,430
New +$93.4K
2026 Q2
0 quarters
JEPI icon
261
JPMorgan Equity Premium Income ETF
JEPI
$45.7B
$89.5K 0.02%
1,584
-559
-26% -$31.6K
2025 Q1
5 quarters
VTV icon
262
Vanguard Morningstar Value ETF
VTV
$188B
$80.4K 0.02%
369
– –
2025 Q2
4 quarters
XLC icon
263
State Street Communication Services Select Sector SPDR ETF
XLC
$23.9B
$67.4K 0.01%
629
-155
-20% -$17.7K
2026 Q1
1 quarter
VTI icon
264
Vanguard Morningstar Total Stock Market ETF
VTI
$702B
$67.2K 0.01%
182
+1
+0.6% +$358
2025 Q1
5 quarters
IYG icon
265
iShares US Financial Services ETF
IYG
$2.15B
$52.5K 0.01%
580
– –
2025 Q1
5 quarters
GSID icon
266
Goldman Sachs MarketBeta International Equity ETF
GSID
$978M
$35K 0.01%
466
– –
2025 Q3
3 quarters
JEPQ icon
267
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$44.5B
$22.4K ﹤0.01%
364
-10
-3% -$593
2025 Q1
5 quarters
IXUS icon
268
iShares Core MSCI Total International Stock ETF
IXUS
$58.5B
$13K ﹤0.01%
136
– –
2026 Q1
1 quarter
JADE icon
269
JPMorgan Active Developing Markets Equity ETF
JADE
$31.2M
$8.81K ﹤0.01%
110
+2
+2% +$152
2025 Q4
2 quarters
JDIV icon
270
JPMorgan Dividend Leaders ETF
JDIV
$12.8M
$7.78K ﹤0.01%
138
+6
+5% +$334
2025 Q3
3 quarters
RPV icon
271
Invesco S&P 500 Pure Value ETF
RPV
$1.67B
$6.26K ﹤0.01%
55
– –
2026 Q1
1 quarter
XLE icon
272
State Street Energy Select Sector SPDR ETF
XLE
$43.2B
$2.12K ﹤0.01%
40
– –
2026 Q1
1 quarter
ESGV icon
273
Vanguard ESG US Stock ETF
ESGV
$13.6B
$1.72K ﹤0.01%
13
-1
-7% -$128
2025 Q2
4 quarters
ESGE icon
274
iShares ESG Aware MSCI EM ETF
ESGE
$6.78B
$602 ﹤0.01%
11
– –
2025 Q2
4 quarters
CEG icon
275
Constellation Energy
CEG
$105B
– –
-1,071
Closed -$299K –
8 9 10
11
12

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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.