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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
+12.1%
1 Year Est. Return
+35.46%
3 Year Est. Return
+116.49%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$416M
AUM Growth
+$34.2M
Cap. Flow
-$2.08M
Cap. Flow %
-0.5%
Top 10 Hldgs %
39.45%
Holding
251
New
23
Increased
94
Reduced
99
Closed
25

Top Buys

Rank Stock Value
1
GLOF icon
iShares Global Equity Factor ETF
GLOF
+$1.72M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.49M
3
JMOM icon
JPMorgan US Momentum Factor ETF
JMOM
+$1.3M
4
CF icon
CF Industries
CF
+$1.01M
5
AAPL icon
Apple
AAPL
+$780K

Top Sells

Rank Stock Value
1
PHM icon
Pultegroup
PHM
+$2.19M
2
NVDA icon
NVIDIA
NVDA
+$1.84M
3
JGLO icon
JPMorgan Global Select Equity ETF
JGLO
+$1.67M
4
AES icon
AES
AES
+$1.13M
5
CRH icon
CRH
CRH
+$879K

Sector Composition

Rank Sector Weight
1 Technology 21.25%
2 Financials 11.53%
3 Healthcare 7.92%
4 Consumer Staples 6.2%
5 Consumer Discretionary 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JGLO icon
126
JPMorgan Global Select Equity ETF
JGLO
$6.87B
$567K 0.14%
8,815
-27,867
-76% -$1.67M
APD icon
127
Air Products & Chemicals
APD
$67.6B
$566K 0.14%
2,005
-82
-4% -$22.4K
MS icon
128
Morgan Stanley
MS
$340B
$561K 0.14%
3,986
-223
-5% -$27.4K
VZ icon
129
Verizon
VZ
$196B
$549K 0.13%
12,687
+45
+0.4% +$1.95K
INTU icon
130
Intuit
INTU
$89B
$537K 0.13%
682
+95
+16% +$64.3K
ACN icon
131
Accenture
ACN
$108B
$535K 0.13%
1,789
-107
-6% -$32.6K
CMG icon
132
Chipotle Mexican Grill
CMG
$41.5B
$533K 0.13%
9,499
+613
+7% +$31.2K
AMP icon
133
Ameriprise Financial
AMP
$48.8B
$523K 0.13%
980
+48
+5% +$23.7K
KLAC icon
134
KLA
KLAC
$259B
$515K 0.12%
5,750
-160
-3% -$12K
GLW icon
135
Corning
GLW
$143B
$514K 0.12%
9,772
+2,302
+31% +$108K
EXPE icon
136
Expedia Group
EXPE
$37.3B
$511K 0.12%
+3,031
New +$492K
CRH icon
137
CRH
CRH
$66.8B
$509K 0.12%
5,543
-9,641
-63% -$879K
UNH icon
138
UnitedHealth
UNH
$370B
$506K 0.12%
1,622
-422
-21% -$161K
SMCI icon
139
Super Micro Computer
SMCI
$20.1B
$484K 0.12%
9,875
-44
-0.4% -$1.7K
JEMA icon
140
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.66B
$482K 0.12%
11,200
-4,887
-30% -$194K
GD icon
141
General Dynamics
GD
$106B
$477K 0.11%
1,636
+716
+78% +$197K
SPGI icon
142
S&P Global
SPGI
$120B
$472K 0.11%
896
-152
-15% -$75.9K
VWO icon
143
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$472K 0.11%
9,539
+5,288
+124% +$245K
LHX icon
144
L3Harris
LHX
$53.4B
$466K 0.11%
1,856
+29
+2% +$6.66K
ZM icon
145
Zoom
ZM
$30.6B
$461K 0.11%
5,910
+2,976
+101% +$230K
EBAY icon
146
eBay
EBAY
$49.8B
$460K 0.11%
6,182
+2,680
+77% +$190K
FIS icon
147
Fidelity National Information Services
FIS
$22.1B
$457K 0.11%
5,614
-3,197
-36% -$249K
JLL icon
148
Jones Lang LaSalle
JLL
$16.7B
$456K 0.11%
1,784
+279
+19% +$63.9K
UVV icon
149
Universal Corp
UVV
$1.27B
$454K 0.11%
7,800
– –
GS icon
150
Goldman Sachs
GS
$303B
$453K 0.11%
640
+35
+6% +$20.3K
4 5
6
7 8

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3Chopt Investment Partners's Q2 2025 Portfolio in Review

As of Q2 2025, 3Chopt Investment Partners held 251 positions worth $416M, up 8.9% from $382M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

3Chopt Investment Partners's Q2 2025 filing shows 23 new, 94 increased, 99 reduced and 25 closed positions. Its largest new stake was iShares Global Equity Factor ETF: 38,511 shares worth $1.86M. The largest sale was Pultegroup, an estimated $2.19M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 19% a quarter earlier, followed by Financials and Healthcare.

  • 3Chopt Investment Partners's largest Q2 2025 buy was iShares Global Equity Factor ETF: 38,511 shares worth $1.86M.
  • 3Chopt Investment Partners added most to Vanguard S&P 500 ETF in Q2 2025, an estimated $1.49M increase.
  • 3Chopt Investment Partners's biggest Q2 2025 reduction was Pultegroup, cutting an estimated $2.19M.
  • 3Chopt Investment Partners fully exited AES in Q2 2025, selling an estimated $1.13M.
  • 3Chopt Investment Partners's ten largest holdings make up 39% of its $416M portfolio in Q2 2025.
  • 3Chopt Investment Partners opened 23 new positions and closed 25 in Q2 2025.
  • 3Chopt Investment Partners's portfolio value rose 8.9% quarter-over-quarter to $416M.

Based on 3Chopt Investment Partners's 13F filing for Q2 2025, filed 24 Jul 2025.