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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
CSCO icon
26
Cisco
CSCO
$479B
$3.75M 0.85%
54,778
-298
-0.5% -$20.3K
ABBV icon
27
AbbVie
ABBV
$435B
$3.56M 0.81%
15,379
+440
+3% +$89.6K
WMT icon
28
Walmart Inc
WMT
$890B
$3.46M 0.79%
33,603
+55
+0.2% +$5.47K
TSLA icon
29
Tesla
TSLA
$1.3T
$3.41M 0.78%
7,676
-53
-0.7% -$18.4K
VBR icon
30
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$3.35M 0.76%
15,961
-499
-3% -$102K
JMOM icon
31
JPMorgan US Momentum Factor ETF
JMOM
$2.61B
$3.26M 0.74%
48,059
– –
PGR icon
32
Progressive
PGR
$125B
$3.23M 0.73%
13,072
-66
-0.5% -$16.3K
QCOM icon
33
Qualcomm
QCOM
$176B
$3.17M 0.72%
19,060
+416
+2% +$66K
NSC icon
34
Norfolk Southern
NSC
$75.1B
$3.15M 0.72%
10,488
+187
+2% +$52K
IWM icon
35
iShares Russell 2000 ETF
IWM
$83B
$2.8M 0.64%
11,569
-232
-2% -$53.2K
ORCL icon
36
Oracle
ORCL
$423B
$2.75M 0.63%
9,773
-108
-1% -$27.5K
XOM icon
37
ExxonMobil
XOM
$634B
$2.71M 0.62%
24,058
-705
-3% -$78.4K
ACGL icon
38
Arch Capital
ACGL
$33.6B
$2.66M 0.6%
29,268
-1,064
-4% -$95.4K
PG icon
39
Procter & Gamble
PG
$339B
$2.63M 0.6%
17,126
-1,331
-7% -$208K
IEFA icon
40
iShares Core MSCI EAFE ETF
IEFA
$196B
$2.63M 0.6%
30,104
+212
+0.7% +$18K
GILD icon
41
Gilead Sciences
GILD
$165B
$2.62M 0.6%
23,636
+1,474
+7% +$168K
BAC icon
42
Bank of America
BAC
$442B
$2.62M 0.6%
50,693
-376
-0.7% -$18.3K
COF icon
43
Capital One
COF
$134B
$2.49M 0.57%
11,703
-1,048
-8% -$229K
RTX icon
44
RTX Corp
RTX
$301B
$2.41M 0.55%
14,404
-279
-2% -$43.3K
NVR icon
45
NVR
NVR
$17B
$2.39M 0.54%
298
-108
-27% -$859K
BRK.A icon
46
Berkshire Hathaway Class A
BRK.A
$1.12T
$2.26M 0.51%
3
-1
-25% -$727K
MA icon
47
Mastercard
MA
$493B
$2.24M 0.51%
3,934
+380
+11% +$218K
SCHW
48
Charles Schwab
SCHW
$187B
$2.2M 0.5%
23,033
+208
+0.9% +$19.7K
CI icon
49
Cigna
CI
$74.6B
$2.19M 0.5%
7,584
-138
-2% -$40.8K
MPC icon
50
Marathon Petroleum
MPC
$83.7B
$2.14M 0.49%
11,119
-205
-2% -$36.1K
1
2
3 4 5

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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.