We are live on ! Find out more
3IP

3Chopt Investment Partners Portfolio holdings

AUM $532M
1-Year Est. Return 35.46%
This Fund
S&P 500
This Quarter Est. Return
-0.16%
1 Year Est. Return
+35.46%
3 Year Est. Return
+116.49%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$437M
AUM Growth
-$9.25M
Cap. Flow
+$184K
Cap. Flow %
0.04%
Top 10 Hldgs %
41.11%
Holding
257
New
26
Increased
119
Reduced
68
Closed
17

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.16M
2
MSFT icon
Microsoft
MSFT
+$1.61M
3
NVDA icon
NVIDIA
NVDA
+$1.58M
4
AAPL icon
Apple
AAPL
+$978K
5
CTAS icon
Cintas
CTAS
+$850K

Top Sells

Rank Stock Value
1
WFC icon
Wells Fargo
WFC
+$4.71M
2
COF icon
Capital One
COF
+$2.82M
3
ACGL icon
Arch Capital
ACGL
+$2.7M
4
ORCL icon
Oracle
ORCL
+$1.96M
5
C icon
Citigroup
C
+$1.72M

Sector Composition

Rank Sector Weight
1 Technology 21.68%
2 Financials 8.11%
3 Healthcare 7.84%
4 Communication Services 6.32%
5 Consumer Staples 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
26
Eli Lilly
LLY
$1.06T
$3.34M 0.76%
3,629
+31
+0.9% +$31.4K
ABBV icon
27
AbbVie
ABBV
$435B
$3.31M 0.76%
15,238
-296
-2% -$65.7K
JMOM icon
28
JPMorgan US Momentum Factor ETF
JMOM
$2.61B
$3.26M 0.75%
48,059
– –
GILD icon
29
Gilead Sciences
GILD
$165B
$3.23M 0.74%
23,155
-417
-2% -$58.4K
NSC icon
30
Norfolk Southern
NSC
$75.1B
$3.05M 0.7%
10,613
+248
+2% +$73.7K
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$4.33T
$3.03M 0.69%
10,549
-465
-4% -$146K
TSLA icon
32
Tesla
TSLA
$1.3T
$3.02M 0.69%
8,113
+142
+2% +$58.5K
IWM icon
33
iShares Russell 2000 ETF
IWM
$83B
$2.87M 0.66%
11,560
-9
-0.1% -$2.32K
CHKP icon
34
Check Point Software Technologies
CHKP
$13.1B
$2.83M 0.65%
19,796
-146
-0.7% -$24.4K
RTX icon
35
RTX Corp
RTX
$301B
$2.74M 0.63%
14,222
+14
+0.1% +$2.78K
MPC icon
36
Marathon Petroleum
MPC
$83.7B
$2.74M 0.63%
11,209
-291
-3% -$58.8K
MA icon
37
Mastercard
MA
$493B
$2.73M 0.63%
5,468
+653
+14% +$344K
IEFA icon
38
iShares Core MSCI EAFE ETF
IEFA
$196B
$2.69M 0.62%
29,742
-150
-0.5% -$14K
MRK icon
39
Merck
MRK
$318B
$2.69M 0.62%
22,194
+676
+3% +$78K
KLAC icon
40
KLA
KLAC
$259B
$2.69M 0.61%
18,250
+70
+0.4% +$10.2K
DBX icon
41
Dropbox
DBX
$8.12B
$2.65M 0.61%
116,548
-10,900
-9% -$277K
CVX icon
42
Chevron
CVX
$366B
$2.61M 0.6%
12,624
+441
+4% +$80.4K
BKR icon
43
Baker Hughes
BKR
$61.1B
$2.6M 0.6%
42,602
-77
-0.2% -$4.45K
PGR icon
44
Progressive
PGR
$125B
$2.6M 0.59%
13,113
+245
+2% +$50.6K
BAC icon
45
Bank of America
BAC
$442B
$2.56M 0.59%
52,589
+1,995
+4% +$103K
PEP icon
46
PepsiCo
PEP
$190B
$2.4M 0.55%
15,435
+574
+4% +$89.4K
SCHW
47
Charles Schwab
SCHW
$187B
$2.37M 0.54%
25,233
+1,347
+6% +$132K
PG icon
48
Procter & Gamble
PG
$339B
$2.33M 0.53%
16,113
-580
-3% -$87.9K
BRK.A icon
49
Berkshire Hathaway Class A
BRK.A
$1.12T
$2.15M 0.49%
3
– –
MCD icon
50
McDonald's
MCD
$195B
$2.08M 0.48%
6,684
-133
-2% -$42.4K
1
2
3 4 5

Similar funds

PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
KI
Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LSCM
Light Street Capital Management Palo Alto, California $534M AUM 59.08% 1-Year Est. Return
LIM
Lathrop Investment Management Little Rock, Arkansas $534M AUM 22.94% 1-Year Est. Return
TM
Taproot Management New York $530M AUM
SLC
Second Line Capital Metairie, Louisiana $528M AUM 16.68% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return

3Chopt Investment Partners's Q1 2026 Portfolio in Review

As of Q1 2026, 3Chopt Investment Partners held 257 positions worth $437M, down 2.1% from $446M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

3Chopt Investment Partners's Q1 2026 filing shows 26 new, 119 increased, 68 reduced and 17 closed positions. Its largest new stake was Medpace: 646 shares worth $310K. The largest sale was Wells Fargo, an estimated $4.71M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 22% a quarter earlier, followed by Financials and Healthcare.

  • 3Chopt Investment Partners's largest Q1 2026 buy was Medpace: 646 shares worth $310K.
  • 3Chopt Investment Partners added most to Vanguard S&P 500 ETF in Q1 2026, an estimated $4.16M increase.
  • 3Chopt Investment Partners's biggest Q1 2026 reduction was Qualcomm, cutting an estimated $353K.
  • 3Chopt Investment Partners fully exited Wells Fargo in Q1 2026, selling an estimated $4.71M.
  • 3Chopt Investment Partners's ten largest holdings make up 41% of its $437M portfolio in Q1 2026.
  • 3Chopt Investment Partners opened 26 new positions and closed 17 in Q1 2026.
  • 3Chopt Investment Partners's portfolio value fell 2.1% quarter-over-quarter to $437M.

Based on 3Chopt Investment Partners's 13F filing for Q1 2026, filed 23 Apr 2026.