We are live on ! Find out more
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

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
CTVA icon
151
Corteva
CTVA
$56B
$522K 0.1%
6,164
-1,621
-21% -$130K
CRH icon
152
CRH
CRH
$63.8B
$512K 0.1%
4,789
+429
+10% +$47.2K
CRM icon
153
Salesforce
CRM
$211B
$512K 0.1%
3,257
+394
+14% +$69.3K
ABT icon
154
Abbott
ABT
$195B
$508K 0.1%
5,602
-352
-6% -$32.1K
TMO icon
155
Thermo Fisher Scientific
TMO
$230B
$508K 0.1%
1,012
+223
+28% +$107K
COHR icon
156
Coherent
COHR
$54.7B
$500K 0.09%
1,268
+276
+28% +$97.6K
GD icon
157
General Dynamics
GD
$103B
$498K 0.09%
1,407
-135
-9% -$46.2K
LHX icon
158
L3Harris
LHX
$48.9B
$486K 0.09%
1,674
-193
-10% -$61.3K
RSG icon
159
Republic Services
RSG
$68B
$485K 0.09%
+2,276
New +$476K
ROKU icon
160
Roku
ROKU
$23.4B
$485K 0.09%
3,509
-271
-7% -$33.1K
NXPI icon
161
NXP Semiconductors
NXPI
$56.4B
$483K 0.09%
1,711
+132
+8% +$36.4K
TT icon
162
Trane Technologies
TT
$98.8B
$466K 0.09%
949
-8
-0.8% -$3.74K
PAYX icon
163
Paychex
PAYX
$45.2B
$465K 0.09%
4,728
+281
+6% +$26.6K
SU icon
164
Suncor Energy
SU
$76.5B
$461K 0.09%
8,587
-502
-6% -$31.8K
INCY icon
165
Incyte
INCY
$25.2B
$460K 0.09%
4,059
-221
-5% -$21.9K
IYW icon
166
iShares US Technology ETF
IYW
$25.3B
$457K 0.09%
1,810
– –
JUSA
167
JPMorgan U.S. Research Enhanced Large Cap ETF
JUSA
$707M
$453K 0.09%
+6,737
New +$440K
LIN icon
168
Linde
LIN
$226B
$453K 0.09%
872
+254
+41% +$129K
FAST icon
169
Fastenal
FAST
$57.1B
$441K 0.08%
9,178
+764
+9% +$34.7K
HCA icon
170
HCA Healthcare
HCA
$90.5B
$428K 0.08%
1,099
+55
+5% +$23.3K
MLI icon
171
Mueller Industries
MLI
$13.9B
$421K 0.08%
6,844
+2,194
+47% +$144K
CDNS icon
172
Cadence Design Systems
CDNS
$93.7B
$411K 0.08%
1,096
+287
+35% +$101K
VYMI icon
173
Vanguard International High Dividend Yield ETF
VYMI
$21.4B
$408K 0.08%
4,155
+11
+0.3% +$1.09K
NI icon
174
NiSource
NI
$19.5B
$396K 0.07%
8,331
+52
+0.6% +$2.46K
ALL icon
175
Allstate
ALL
$65.9B
$394K 0.07%
1,650
+11
+0.7% +$2.39K
5 6
7
8 9

Similar funds

CCM
Catalio Capital Management New York $532M AUM 166.55% 1-Year Est. Return
ICP
Interchange Capital Partners Pittsburgh, Pennsylvania $532M AUM 26.57% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $532M AUM 56.47% 1-Year Est. Return
KM
KP Management Edina, Minnesota $532M AUM 118.04% 1-Year Est. Return
SIA
Sovereign Investment Advisors Phoenix, Arizona $533M AUM 16.78% 1-Year Est. Return
TCMX
Technology Crossover Management XI Menlo Park, California $533M AUM 42.1% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $533M AUM 65.58% 1-Year Est. Return
NAMP
NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania $531M AUM 27.28% 1-Year Est. Return

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.