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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
BRK.A icon
51
Berkshire Hathaway Class A
BRK.A
$1.11T
$2.25M 0.42%
3
– –
2025 Q1
5 quarters
QCOM icon
52
Qualcomm
QCOM
$189B
$2.24M 0.42%
12,140
-3,694
-23% -$691K
2024 Q2
8 quarters
C icon
53
Citigroup
C
$209B
$2.22M 0.42%
+15,863
New +$2.07M
2026 Q2
0 quarters
CHKP icon
54
Check Point Software Technologies
CHKP
$13.8B
$2.08M 0.39%
15,848
-3,948
-20% -$513K
2022 Q4
14 quarters
V icon
55
Visa
V
$744B
$2.08M 0.39%
6,053
+1,010
+20% +$324K
2025 Q1
5 quarters
COF icon
56
Capital One
COF
$121B
$2.08M 0.39%
+10,346
New +$1.98M
2026 Q2
0 quarters
AXP icon
57
American Express
AXP
$209B
$2.01M 0.38%
5,952
+395
+7% +$126K
2025 Q1
5 quarters
GLW icon
58
Corning
GLW
$128B
$1.97M 0.37%
7,722
-288
-4% -$52.4K
2025 Q1
5 quarters
CVX icon
59
Chevron
CVX
$427B
$1.95M 0.37%
11,774
-850
-7% -$158K
2024 Q4
6 quarters
CI icon
60
Cigna
CI
$74.6B
$1.93M 0.36%
7,001
+67
+1% +$18.9K
2022 Q4
14 quarters
PEP icon
61
PepsiCo
PEP
$173B
$1.89M 0.36%
13,980
-1,455
-9% -$218K
2023 Q4
10 quarters
D icon
62
Dominion Energy
D
$54.8B
$1.84M 0.35%
26,983
-2,278
-8% -$148K
2022 Q4
14 quarters
MGC icon
63
Vanguard Morningstar Mega Cap ETF
MGC
$10.5B
$1.84M 0.35%
6,725
– –
2025 Q1
5 quarters
KO icon
64
Coca-Cola
KO
$388B
$1.78M 0.33%
21,763
+1,971
+10% +$156K
2025 Q1
5 quarters
VRTX icon
65
Vertex Pharmaceuticals
VRTX
$123B
$1.75M 0.33%
3,522
-173
-5% -$76.7K
2022 Q4
14 quarters
AMD icon
66
Advanced Micro Devices
AMD
$988B
$1.72M 0.32%
2,964
+1,045
+54% +$428K
2025 Q3
3 quarters
VONG icon
67
Vanguard Russell 1000 Growth ETF
VONG
$47.8B
$1.72M 0.32%
13,460
– –
2023 Q3
11 quarters
CTAS icon
68
Cintas
CTAS
$81.9B
$1.72M 0.32%
10,102
+215
+2% +$37.2K
2025 Q1
5 quarters
EXPD icon
69
Expeditors International
EXPD
$25.4B
$1.71M 0.32%
10,523
-669
-6% -$103K
2023 Q1
13 quarters
MCD icon
70
McDonald's
MCD
$167B
$1.71M 0.32%
6,341
-343
-5% -$98.4K
2025 Q1
5 quarters
DELL icon
71
Dell
DELL
$364B
$1.66M 0.31%
3,852
+361
+10% +$104K
2025 Q1
5 quarters
HD icon
72
Home Depot
HD
$293B
$1.65M 0.31%
4,679
+902
+24% +$293K
2025 Q1
5 quarters
JAVA icon
73
JPMorgan Active Value ETF
JAVA
$7.12B
$1.62M 0.31%
20,449
-2,255
-10% -$172K
2023 Q4
10 quarters
SPY icon
74
State Street SPDR S&P 500 ETF Trust
SPY
$822B
$1.58M 0.3%
2,115
-66
-3% -$47.9K
2025 Q1
5 quarters
COST icon
75
Costco
COST
$423B
$1.53M 0.29%
1,639
+125
+8% +$125K
2025 Q1
5 quarters
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.