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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
-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
CF icon
76
CF Industries
CF
$17.3B
$1.31M 0.3%
10,053
-2,335
-19% -$238K
JGRO icon
77
JPMorgan Active Growth ETF
JGRO
$10B
$1.27M 0.29%
15,019
-1,122
-7% -$100K
EXPE icon
78
Expedia Group
EXPE
$37.3B
$1.26M 0.29%
5,468
+2,351
+75% +$577K
BBIN icon
79
JPMorgan BetaBuilders International Equity ETF
BBIN
$6.59B
$1.26M 0.29%
17,191
-8
-0% -$605
VO icon
80
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$1.25M 0.29%
17,472
– –
HD icon
81
Home Depot
HD
$355B
$1.24M 0.28%
3,777
+30
+0.8% +$10.9K
LMT icon
82
Lockheed Martin
LMT
$136B
$1.2M 0.27%
1,978
+259
+15% +$160K
IJS icon
83
iShares S&P Small-Cap 600 Value ETF
IJS
$8.37B
$1.19M 0.27%
10,069
– –
EOG icon
84
EOG Resources
EOG
$70.7B
$1.18M 0.27%
8,154
+415
+5% +$50.4K
LH icon
85
Labcorp
LH
$25.9B
$1.16M 0.27%
4,350
-484
-10% -$131K
HON icon
86
Honeywell
HON
$78B
$1.16M 0.26%
5,113
-62
-1% -$14.2K
GLW icon
87
Corning
GLW
$143B
$1.09M 0.25%
8,010
-2,238
-22% -$270K
FOXA icon
88
Fox Class A
FOXA
$26.9B
$1.02M 0.23%
17,479
+1,388
+9% +$88.6K
DE icon
89
Deere & Co
DE
$168B
$1.01M 0.23%
1,786
-159
-8% -$89.7K
ORLY icon
90
O'Reilly Automotive
ORLY
$76.3B
$1M 0.23%
10,887
-427
-4% -$40K
GE icon
91
GE Aerospace
GE
$384B
$956K 0.22%
3,362
+157
+5% +$49.3K
GS icon
92
Goldman Sachs
GS
$303B
$888K 0.2%
1,050
+369
+54% +$329K
GSLC icon
93
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$16B
$885K 0.2%
7,075
– –
EQIX icon
94
Equinix
EQIX
$103B
$851K 0.19%
868
+97
+13% +$86.2K
TPR icon
95
Tapestry
TPR
$32.8B
$844K 0.19%
5,979
+943
+19% +$134K
TJX icon
96
TJX Companies
TJX
$178B
$843K 0.19%
5,280
+150
+3% +$23.4K
ADI icon
97
Analog Devices
ADI
$190B
$842K 0.19%
2,648
+524
+25% +$167K
DUK icon
98
Duke Energy
DUK
$97.3B
$840K 0.19%
6,415
+160
+3% +$20K
RL icon
99
Ralph Lauren
RL
$23.6B
$834K 0.19%
2,417
– –
VIG icon
100
Vanguard Dividend Appreciation ETF
VIG
$114B
$833K 0.19%
3,874
+15
+0.4% +$3.34K
2 3
4
5 6

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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.