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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
TXN icon
101
Texas Instruments
TXN
$261B
$787K 0.18%
4,052
+220
+6% +$44.5K
EFA icon
102
iShares MSCI EAFE ETF
EFA
$80.2B
$775K 0.18%
7,984
– –
GWW icon
103
W.W. Grainger
GWW
$60.2B
$771K 0.18%
707
+24
+4% +$26.2K
DHR icon
104
Danaher
DHR
$144B
$751K 0.17%
3,950
-114
-3% -$24.3K
SYF icon
105
Synchrony
SYF
$25.6B
$741K 0.17%
10,887
+1,642
+18% +$119K
UNH icon
106
UnitedHealth
UNH
$370B
$733K 0.17%
2,709
-23
-0.8% -$6.85K
LOW icon
107
Lowe's Companies
LOW
$125B
$729K 0.17%
3,086
+158
+5% +$41.2K
RSP icon
108
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$729K 0.17%
3,799
– –
SO icon
109
Southern Company
SO
$107B
$709K 0.16%
7,343
+1,104
+18% +$102K
MDLZ icon
110
Mondelez International
MDLZ
$79.9B
$708K 0.16%
12,174
+3,293
+37% +$191K
IJR icon
111
iShares Core S&P Small-Cap ETF
IJR
$112B
$696K 0.16%
5,600
+450
+9% +$57.2K
GEV icon
112
GE Vernova
GEV
$264B
$695K 0.16%
796
+34
+4% +$26.5K
EBAY icon
113
eBay
EBAY
$49.8B
$693K 0.16%
7,617
+956
+14% +$85.9K
BLK icon
114
Blackrock
BLK
$176B
$675K 0.15%
702
+76
+12% +$80K
TFC icon
115
Truist Financial
TFC
$64B
$675K 0.15%
14,687
-26
-0.2% -$1.28K
IBM icon
116
IBM
IBM
$224B
$666K 0.15%
2,749
-176
-6% -$47.6K
CTVA icon
117
Corteva
CTVA
$51.3B
$652K 0.15%
7,785
-401
-5% -$30.2K
LHX icon
118
L3Harris
LHX
$53.4B
$644K 0.15%
1,867
-5
-0.3% -$1.75K
JEMA icon
119
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.66B
$644K 0.15%
12,385
-186
-1% -$9.92K
EQT icon
120
EQT Corp
EQT
$32.3B
$644K 0.15%
10,120
-63
-0.6% -$3.69K
AMP icon
121
Ameriprise Financial
AMP
$48.8B
$616K 0.14%
1,387
+252
+22% +$121K
ABT icon
122
Abbott
ABT
$187B
$611K 0.14%
5,954
+90
+2% +$10.2K
DIS icon
123
Walt Disney
DIS
$181B
$611K 0.14%
6,335
-329
-5% -$34.8K
SU icon
124
Suncor Energy
SU
$70.3B
$601K 0.14%
9,089
-46
-0.5% -$2.54K
VICI icon
125
VICI Properties
VICI
$29.4B
$596K 0.14%
21,458
+2,739
+15% +$78.4K
3 4
5
6 7

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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.