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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
UNH icon
101
UnitedHealth
UNH
$370B
$807K 0.18%
2,336
+714
+44% +$216K
IBM icon
102
IBM
IBM
$224B
$793K 0.18%
2,810
-119
-4% -$31.1K
DUK icon
103
Duke Energy
DUK
$97.3B
$786K 0.18%
6,352
-76
-1% -$9.22K
RL icon
104
Ralph Lauren
RL
$23.6B
$768K 0.17%
2,442
-607
-20% -$181K
BLK icon
105
Blackrock
BLK
$176B
$756K 0.17%
648
+23
+4% +$25.7K
TXN icon
106
Texas Instruments
TXN
$261B
$754K 0.17%
4,104
-394
-9% -$77K
ABT icon
107
Abbott
ABT
$187B
$751K 0.17%
5,609
-43
-0.8% -$5.64K
EFA icon
108
iShares MSCI EAFE ETF
EFA
$80.2B
$751K 0.17%
8,038
– –
TJX icon
109
TJX Companies
TJX
$178B
$740K 0.17%
5,121
-118
-2% -$15.7K
CTAS icon
110
Cintas
CTAS
$81.3B
$735K 0.17%
3,583
-4
-0.1% -$854
LOW icon
111
Lowe's Companies
LOW
$125B
$733K 0.17%
2,916
+55
+2% +$13.5K
DHR icon
112
Danaher
DHR
$144B
$733K 0.17%
3,689
+1
+0% +$199
KMB icon
113
Kimberly-Clark
KMB
$36.5B
$729K 0.17%
5,805
-544
-9% -$70.3K
RSP icon
114
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$721K 0.16%
3,799
-54
-1% -$10.1K
EBAY icon
115
eBay
EBAY
$49.8B
$690K 0.16%
7,590
+1,408
+23% +$125K
SYF icon
116
Synchrony
SYF
$25.6B
$682K 0.16%
9,592
+937
+11% +$67.9K
GWW icon
117
W.W. Grainger
GWW
$60.2B
$665K 0.15%
698
-38
-5% -$38.2K
TFC icon
118
Truist Financial
TFC
$64B
$664K 0.15%
14,520
-2,877
-17% -$130K
MS icon
119
Morgan Stanley
MS
$340B
$627K 0.14%
3,946
-40
-1% -$5.91K
WTW icon
120
Willis Towers Watson
WTW
$32B
$620K 0.14%
1,790
-315
-15% -$102K
EXPE icon
121
Expedia Group
EXPE
$37.3B
$617K 0.14%
2,886
-145
-5% -$29.1K
IJR icon
122
iShares Core S&P Small-Cap ETF
IJR
$112B
$612K 0.14%
5,150
-54
-1% -$6.21K
PAYX icon
123
Paychex
PAYX
$42.7B
$605K 0.14%
4,776
-150
-3% -$20.8K
GD icon
124
General Dynamics
GD
$106B
$598K 0.14%
1,755
+119
+7% +$37.5K
SO icon
125
Southern Company
SO
$107B
$593K 0.14%
6,261
– –
3 4
5
6 7

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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.