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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

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
JIRE icon
76
JPMorgan International Research Enhanced Equity ETF
JIRE
$11.3B
$1.49M 0.28%
18,021
-334
-2% -$26.8K
VYM icon
77
Vanguard High Dividend Yield ETF
VYM
$82.8B
$1.48M 0.28%
9,384
+8
+0.1% +$1.25K
ORCL icon
78
Oracle
ORCL
$435B
$1.43M 0.27%
+9,770
New +$1.77M
VO icon
79
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$1.41M 0.26%
17,472
– –
UNH icon
80
UnitedHealth
UNH
$353B
$1.41M 0.26%
3,384
+675
+25% +$250K
GE icon
81
GE Aerospace
GE
$355B
$1.39M 0.26%
3,723
+361
+11% +$113K
VEA icon
82
Vanguard FTSE Developed Markets ETF
VEA
$238B
$1.38M 0.26%
19,341
-1,093
-5% -$76.1K
IJS icon
83
iShares S&P Small-Cap 600 Value ETF
IJS
$8.28B
$1.37M 0.26%
10,045
-24
-0.2% -$3.1K
BBIN icon
84
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.78B
$1.34M 0.25%
17,198
+7
+0% +$542
NEE icon
85
NextEra Energy
NEE
$171B
$1.33M 0.25%
15,100
+41
+0.3% +$3.71K
NVR icon
86
NVR
NVR
$17B
$1.32M 0.25%
194
-49
-20% -$311K
EXPE icon
87
Expedia Group
EXPE
$39.5B
$1.28M 0.24%
5,015
-453
-8% -$108K
JGRO icon
88
JPMorgan Active Growth ETF
JGRO
$9.91B
$1.26M 0.24%
12,820
-2,199
-15% -$208K
TXN icon
89
Texas Instruments
TXN
$236B
$1.23M 0.23%
4,110
+58
+1% +$16.1K
CBRE icon
90
CBRE Group
CBRE
$43.7B
$1.19M 0.22%
8,826
-1,427
-14% -$197K
GS icon
91
Goldman Sachs
GS
$301B
$1.15M 0.22%
1,142
+92
+9% +$89.7K
NOC icon
92
Northrop Grumman
NOC
$77.5B
$1.14M 0.21%
2,231
-15
-0.7% -$8.65K
ADI icon
93
Analog Devices
ADI
$175B
$1.13M 0.21%
2,853
+205
+8% +$81.1K
INTC icon
94
Intel
INTC
$473B
$1.13M 0.21%
8,091
+2,621
+48% +$265K
LH icon
95
Labcorp
LH
$27.2B
$1.07M 0.2%
3,807
-543
-12% -$143K
DBX icon
96
Dropbox
DBX
$7.76B
$1.06M 0.2%
38,519
-78,029
-67% -$2.01M
ORLY icon
97
O'Reilly Automotive
ORLY
$71.6B
$1.05M 0.2%
11,456
+569
+5% +$51.9K
GEV icon
98
GE Vernova
GEV
$243B
$1.05M 0.2%
896
+100
+13% +$102K
EOG icon
99
EOG Resources
EOG
$75.2B
$1.05M 0.2%
8,109
-45
-0.6% -$6.13K
DE icon
100
Deere & Co
DE
$170B
$1.03M 0.19%
1,619
-167
-9% -$96.7K
2 3
4
5 6

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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.