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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
+3.28%
1 Year Est. Return
+35.46%
3 Year Est. Return
+116.49%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$446M
AUM Growth
+$6.81M
Cap. Flow
-$3.27M
Cap. Flow %
-0.73%
Top 10 Hldgs %
40.66%
Holding
243
New
13
Increased
92
Reduced
99
Closed
12

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.8M
2
META icon
Meta Platforms (Facebook)
META
+$813K
3
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$708K
4
LRCX icon
Lam Research
LRCX
+$508K
5
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$506K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$2.1M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.67M
3
LLY icon
Eli Lilly
LLY
+$1.29M
4
AMZN icon
Amazon
AMZN
+$968K
5
EOG icon
EOG Resources
EOG
+$881K

Sector Composition

Rank Sector Weight
1 Technology 22.45%
2 Financials 11.37%
3 Healthcare 7.73%
4 Communication Services 6.64%
5 Consumer Discretionary 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GS icon
126
Goldman Sachs
GS
$303B
$599K 0.13%
681
+35
+5% +$28.6K
SPGI icon
127
S&P Global
SPGI
$120B
$598K 0.13%
1,145
+190
+20% +$94K
KMB icon
128
Kimberly-Clark
KMB
$36.5B
$594K 0.13%
5,820
+15
+0.3% +$1.64K
EQIX icon
129
Equinix
EQIX
$103B
$591K 0.13%
771
+21
+3% +$16.5K
EBAY icon
130
eBay
EBAY
$49.8B
$580K 0.13%
6,661
-929
-12% -$80.4K
ADI icon
131
Analog Devices
ADI
$190B
$576K 0.13%
2,124
+315
+17% +$79.1K
WTW icon
132
Willis Towers Watson
WTW
$32B
$574K 0.13%
1,742
-48
-3% -$15.7K
JLL icon
133
Jones Lang LaSalle
JLL
$16.7B
$569K 0.13%
1,692
-15
-0.9% -$4.7K
AMP icon
134
Ameriprise Financial
AMP
$48.8B
$557K 0.12%
1,135
+94
+9% +$44.6K
LHX icon
135
L3Harris
LHX
$53.4B
$550K 0.12%
1,872
+13
+0.7% +$3.76K
CTVA icon
136
Corteva
CTVA
$51.3B
$549K 0.12%
8,186
+2,110
+35% +$136K
JGLO icon
137
JPMorgan Global Select Equity ETF
JGLO
$6.83B
$548K 0.12%
8,094
+205
+3% +$13.9K
EQT icon
138
EQT Corp
EQT
$32.3B
$546K 0.12%
10,183
+72
+0.7% +$4.05K
SO icon
139
Southern Company
SO
$107B
$544K 0.12%
6,239
-22
-0.4% -$2.01K
INTU icon
140
Intuit
INTU
$89B
$544K 0.12%
821
+148
+22% +$97.8K
VICI icon
141
VICI Properties
VICI
$29.4B
$535K 0.12%
18,719
+9,334
+99% +$277K
VWO icon
142
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$518K 0.12%
9,630
+25
+0.3% +$1.36K
HCA icon
143
HCA Healthcare
HCA
$89.5B
$513K 0.11%
1,098
+56
+5% +$26K
GEV icon
144
GE Vernova
GEV
$264B
$498K 0.11%
762
– –
IEMG icon
145
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$498K 0.11%
7,406
+252
+4% +$16.9K
MDLZ icon
146
Mondelez International
MDLZ
$79.9B
$483K 0.11%
8,881
-303
-3% -$17.4K
TEL icon
147
TE Connectivity
TEL
$62.6B
$473K 0.11%
2,080
+98
+5% +$22.7K
CB icon
148
Chubb
CB
$135B
$462K 0.1%
1,476
+24
+2% +$7.02K
PLTR icon
149
Palantir
PLTR
$413B
$462K 0.1%
2,600
+261
+11% +$47.3K
PAYX icon
150
Paychex
PAYX
$42.7B
$460K 0.1%
4,105
-671
-14% -$78.5K
4 5
6
7 8

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3Chopt Investment Partners's Q4 2025 Portfolio in Review

As of Q4 2025, 3Chopt Investment Partners held 243 positions worth $446M, up 1.5% from $440M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

3Chopt Investment Partners's Q4 2025 filing shows 13 new, 92 increased, 99 reduced and 12 closed positions. Its largest new stake was Vanguard Russell 1000 Value ETF: 7,803 shares worth $720K. The largest sale was Apple, an estimated $2.1M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, down from 23% a quarter earlier, followed by Financials and Healthcare.

  • 3Chopt Investment Partners's largest Q4 2025 buy was Vanguard Russell 1000 Value ETF: 7,803 shares worth $720K.
  • 3Chopt Investment Partners added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $1.8M increase.
  • 3Chopt Investment Partners's biggest Q4 2025 reduction was Apple, cutting an estimated $2.1M.
  • 3Chopt Investment Partners fully exited Super Micro Computer in Q4 2025, selling an estimated $474K.
  • 3Chopt Investment Partners's ten largest holdings make up 41% of its $446M portfolio in Q4 2025.
  • 3Chopt Investment Partners opened 13 new positions and closed 12 in Q4 2025.
  • 3Chopt Investment Partners's portfolio value rose 1.5% quarter-over-quarter to $446M.

Based on 3Chopt Investment Partners's 13F filing for Q4 2025, filed 10 Feb 2026.