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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
Avg Time Held
5.3 quarters
Top 10 Avg Time Held
10.4 quarters
Top 20 Avg Time Held
8.7 quarters

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 Held Since
JEMA icon
126
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.74B
$747K 0.14%
11,692
-693
-6% -$41.8K
2023 Q3
11 quarters
MDLZ icon
127
Mondelez International
MDLZ
$78.5B
$746K 0.14%
12,781
+607
+5% +$36.6K
2025 Q1
5 quarters
DIS icon
128
Walt Disney
DIS
$187B
$717K 0.13%
7,390
+1,055
+17% +$108K
2025 Q1
5 quarters
SO icon
129
Southern Company
SO
$101B
$697K 0.13%
7,284
-59
-0.8% -$5.55K
2025 Q1
5 quarters
BMY icon
130
Bristol-Myers Squibb
BMY
$116B
$683K 0.13%
+11,859
New +$681K
2026 Q2
0 quarters
VWO icon
131
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$679K 0.13%
11,372
+1,748
+18% +$103K
2025 Q1
5 quarters
MRVL icon
132
Marvell Technology
MRVL
$242B
$669K 0.13%
+2,247
New +$451K
2026 Q2
0 quarters
VICI icon
133
VICI Properties
VICI
$25.2B
$668K 0.13%
24,743
+3,285
+15% +$92K
2025 Q3
3 quarters
APD icon
134
Air Products & Chemicals
APD
$64.3B
$648K 0.12%
2,210
+178
+9% +$51.8K
2025 Q1
5 quarters
KMB icon
135
Kimberly-Clark
KMB
$32.7B
$645K 0.12%
5,805
+5
+0.1% +$496
2025 Q1
5 quarters
AMP icon
136
Ameriprise Financial
AMP
$43.6B
$639K 0.12%
1,394
+7
+0.5% +$3.21K
2025 Q1
5 quarters
TGT icon
137
Target
TGT
$69B
$608K 0.11%
4,653
-92
-2% -$11.7K
2024 Q4
6 quarters
PNC icon
138
PNC Financial Services
PNC
$87.6B
$607K 0.11%
2,464
+308
+14% +$69K
2025 Q1
5 quarters
SNDK icon
139
Sandisk
SNDK
$214B
$596K 0.11%
+262
New +$374K
2026 Q2
0 quarters
AMGN icon
140
Amgen
AMGN
$223B
$590K 0.11%
1,629
+281
+21% +$96.2K
2025 Q1
5 quarters
SBUX icon
141
Starbucks
SBUX
$105B
$590K 0.11%
5,771
+1,103
+24% +$111K
2025 Q1
5 quarters
PANW icon
142
Palo Alto Networks
PANW
$325B
$587K 0.11%
+1,720
New +$394K
2026 Q2
0 quarters
CB icon
143
Chubb
CB
$134B
$586K 0.11%
1,716
+171
+11% +$55.8K
2025 Q1
5 quarters
IEMG icon
144
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$582K 0.11%
7,024
-404
-5% -$32.2K
2025 Q1
5 quarters
ADBE icon
145
Adobe
ADBE
$92B
$571K 0.11%
2,785
+448
+19% +$106K
2025 Q1
5 quarters
HON icon
146
Honeywell
HON
$65.7B
$567K 0.11%
2,534
-2,579
-50% -$575K
2025 Q1
5 quarters
ZM icon
147
Zoom
ZM
$28.6B
$566K 0.11%
6,558
-812
-11% -$76.8K
2025 Q1
5 quarters
HONA
148
Honeywell Aerospace
HONA
$50.1B
$560K 0.11%
+2,534
New +$559K
2026 Q2
0 quarters
JLL icon
149
Jones Lang LaSalle
JLL
$13.7B
$552K 0.1%
1,782
+6
+0.3% +$1.86K
2025 Q1
5 quarters
EQT icon
150
EQT Corp
EQT
$34B
$536K 0.1%
10,078
-42
-0.4% -$2.36K
2024 Q4
6 quarters
4 5
6
7 8

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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.