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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
ZM icon
126
Zoom
ZM
$30.6B
$592K 0.14%
7,370
+119
+2% +$9.97K
APD icon
127
Air Products & Chemicals
APD
$67.6B
$590K 0.14%
2,032
+843
+71% +$232K
TGT icon
128
Target
TGT
$68B
$575K 0.13%
4,745
+560
+13% +$63.1K
DELL icon
129
Dell
DELL
$293B
$573K 0.13%
3,491
+90
+3% +$12K
ADBE icon
130
Adobe
ADBE
$105B
$568K 0.13%
2,337
+291
+14% +$80.6K
KMB icon
131
Kimberly-Clark
KMB
$36.5B
$567K 0.13%
5,800
-20
-0.3% -$2.05K
JLL icon
132
Jones Lang LaSalle
JLL
$16.7B
$540K 0.12%
1,776
+84
+5% +$27.1K
JGLO icon
133
JPMorgan Global Select Equity ETF
JGLO
$6.83B
$538K 0.12%
8,243
+149
+2% +$10.1K
NFLX icon
134
Netflix
NFLX
$309B
$535K 0.12%
5,565
+873
+19% +$76.9K
CRM icon
135
Salesforce
CRM
$158B
$534K 0.12%
2,863
-104
-4% -$21.5K
GD icon
136
General Dynamics
GD
$106B
$529K 0.12%
1,542
-262
-15% -$92.9K
VWO icon
137
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$520K 0.12%
9,624
-6
-0.1% -$336
IEMG icon
138
iShares Core MSCI Emerging Markets ETF
IEMG
$156B
$518K 0.12%
7,428
+22
+0.3% +$1.59K
CMI icon
139
Cummins
CMI
$88.7B
$507K 0.12%
943
+44
+5% +$24.9K
CB icon
140
Chubb
CB
$135B
$505K 0.12%
1,545
+69
+5% +$22.1K
VZ icon
141
Verizon
VZ
$196B
$497K 0.11%
9,906
+979
+11% +$45.4K
HCA icon
142
HCA Healthcare
HCA
$89.5B
$494K 0.11%
1,044
-54
-5% -$27.2K
AMGN icon
143
Amgen
AMGN
$222B
$474K 0.11%
1,348
+95
+8% +$33.9K
CRH icon
144
CRH
CRH
$66.8B
$460K 0.11%
4,360
-1,351
-24% -$159K
TEL icon
145
TE Connectivity
TEL
$62.6B
$452K 0.1%
2,164
+84
+4% +$18.5K
PNC icon
146
PNC Financial Services
PNC
$101B
$449K 0.1%
2,156
+163
+8% +$35.5K
WTW icon
147
Willis Towers Watson
WTW
$32B
$446K 0.1%
1,528
-214
-12% -$65.7K
AEP icon
148
American Electric Power
AEP
$68.4B
$440K 0.1%
3,360
-232
-6% -$29K
FDX icon
149
FedEx
FDX
$75.4B
$424K 0.1%
1,185
+24
+2% +$8.33K
SBUX icon
150
Starbucks
SBUX
$120B
$418K 0.1%
4,668
+1,644
+54% +$156K
4 5
6
7 8

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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.