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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
EQIX icon
126
Equinix
EQIX
$103B
$587K 0.13%
750
-36
-5% -$28.1K
TPR icon
127
Tapestry
TPR
$32.8B
$582K 0.13%
5,143
+807
+19% +$84.4K
MDLZ icon
128
Mondelez International
MDLZ
$79.9B
$578K 0.13%
9,184
-2,228
-20% -$144K
CRH icon
129
CRH
CRH
$66.8B
$578K 0.13%
4,819
-724
-13% -$76.5K
LHX icon
130
L3Harris
LHX
$53.4B
$568K 0.13%
1,859
+3
+0.2% +$820
NFLX icon
131
Netflix
NFLX
$309B
$566K 0.13%
4,720
-20
-0.4% -$2.44K
JEMA icon
132
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.66B
$559K 0.13%
11,746
+546
+5% +$24.5K
EQT icon
133
EQT Corp
EQT
$32.3B
$550K 0.13%
10,111
-109
-1% -$5.76K
JGLO icon
134
JPMorgan Global Select Equity ETF
JGLO
$6.83B
$535K 0.12%
7,889
-926
-11% -$61.2K
VWO icon
135
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$520K 0.12%
9,605
+66
+0.7% +$3.4K
GS icon
136
Goldman Sachs
GS
$303B
$514K 0.12%
646
+6
+0.9% +$4.45K
APD icon
137
Air Products & Chemicals
APD
$67.6B
$514K 0.12%
1,886
-119
-6% -$34.4K
TGT icon
138
Target
TGT
$68B
$512K 0.12%
5,708
-2,236
-28% -$220K
AMP icon
139
Ameriprise Financial
AMP
$48.8B
$511K 0.12%
1,041
+61
+6% +$31.3K
JLL icon
140
Jones Lang LaSalle
JLL
$16.7B
$509K 0.12%
1,707
-77
-4% -$22K
VZ icon
141
Verizon
VZ
$196B
$495K 0.11%
11,273
-1,414
-11% -$61.2K
ZM icon
142
Zoom
ZM
$30.6B
$495K 0.11%
6,003
+93
+2% +$7.26K
DELL icon
143
Dell
DELL
$293B
$481K 0.11%
3,396
– –
SMCI icon
144
Super Micro Computer
SMCI
$20.1B
$474K 0.11%
9,877
+2
+0% +$95
IEMG icon
145
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$472K 0.11%
7,154
+297
+4% +$18.5K
GEV icon
146
GE Vernova
GEV
$264B
$469K 0.11%
762
-22
-3% -$13.3K
SPGI icon
147
S&P Global
SPGI
$120B
$465K 0.11%
955
+59
+7% +$31.6K
INTU icon
148
Intuit
INTU
$89B
$460K 0.1%
673
-9
-1% -$6.49K
ADI icon
149
Analog Devices
ADI
$190B
$444K 0.1%
1,809
+182
+11% +$43.8K
HCA icon
150
HCA Healthcare
HCA
$89.5B
$444K 0.1%
1,042
-1
-0.1% -$388
4 5
6
7 8

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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.