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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
MCD icon
51
McDonald's
MCD
$195B
$2.07M 0.47%
6,816
-44
-0.6% -$13.4K
BKR icon
52
Baker Hughes
BKR
$61.1B
$2.07M 0.47%
42,476
-112
-0.3% -$4.94K
CVX icon
53
Chevron
CVX
$366B
$2.01M 0.46%
12,917
+753
+6% +$117K
GLOF icon
54
iShares Global Equity Factor ETF
GLOF
$223M
$1.98M 0.45%
38,404
-107
-0.3% -$5.33K
PEP icon
55
PepsiCo
PEP
$190B
$1.96M 0.45%
13,974
+63
+0.5% +$9K
AXP icon
56
American Express
AXP
$230B
$1.89M 0.43%
5,698
-386
-6% -$123K
MRK icon
57
Merck
MRK
$318B
$1.89M 0.43%
22,313
-11,839
-35% -$975K
EOG icon
58
EOG Resources
EOG
$70.7B
$1.79M 0.41%
15,945
+540
+4% +$64.4K
D icon
59
Dominion Energy
D
$59.3B
$1.77M 0.4%
28,925
-2,662
-8% -$158K
LRCX icon
60
Lam Research
LRCX
$390B
$1.76M 0.4%
13,133
+3,251
+33% +$344K
VRTX icon
61
Vertex Pharmaceuticals
VRTX
$126B
$1.74M 0.4%
4,433
-479
-10% -$200K
MGC icon
62
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$1.65M 0.37%
6,725
– –
V icon
63
Visa
V
$677B
$1.63M 0.37%
4,779
-11
-0.2% -$3.81K
VONG icon
64
Vanguard Russell 1000 Growth ETF
VONG
$45.8B
$1.62M 0.37%
13,460
– –
KLAC icon
65
KLA
KLAC
$259B
$1.56M 0.35%
14,420
+8,670
+151% +$809K
C icon
66
Citigroup
C
$226B
$1.54M 0.35%
15,200
-534
-3% -$50.7K
JAVA icon
67
JPMorgan Active Value ETF
JAVA
$7.17B
$1.54M 0.35%
22,328
+510
+2% +$34.2K
CF icon
68
CF Industries
CF
$17.3B
$1.49M 0.34%
16,588
+1,762
+12% +$157K
ADBE icon
69
Adobe
ADBE
$105B
$1.48M 0.34%
4,206
+1,661
+65% +$596K
HD icon
70
Home Depot
HD
$355B
$1.48M 0.34%
3,643
+53
+1% +$20.8K
SPY icon
71
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$1.46M 0.33%
2,184
– –
CBRE icon
72
CBRE Group
CBRE
$42.9B
$1.46M 0.33%
9,245
-141
-2% -$21.8K
EXPD icon
73
Expeditors International
EXPD
$23.2B
$1.45M 0.33%
11,833
-95
-0.8% -$11.3K
JGRO icon
74
JPMorgan Active Growth ETF
JGRO
$10B
$1.44M 0.33%
15,383
+414
+3% +$36.9K
LH icon
75
Labcorp
LH
$25.9B
$1.44M 0.33%
5,005
-126
-2% -$33.8K
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.