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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
UVV icon
151
Universal Corp
UVV
$1.27B
$411K 0.09%
7,800
– –
PAYX icon
152
Paychex
PAYX
$42.7B
$410K 0.09%
4,447
+342
+8% +$33.8K
INCY icon
153
Incyte
INCY
$24.4B
$403K 0.09%
4,280
+1,183
+38% +$118K
PLTR icon
154
Palantir
PLTR
$413B
$400K 0.09%
2,732
+132
+5% +$20.2K
TT icon
155
Trane Technologies
TT
$106B
$399K 0.09%
957
-68
-7% -$28.9K
VYMI icon
156
Vanguard International High Dividend Yield ETF
VYMI
$21.3B
$391K 0.09%
4,144
+30
+0.7% +$2.86K
FAST icon
157
Fastenal
FAST
$59.5B
$390K 0.09%
8,414
+964
+13% +$43.3K
AMD icon
158
Advanced Micro Devices
AMD
$789B
$390K 0.09%
1,919
+188
+11% +$40.1K
TMO icon
159
Thermo Fisher Scientific
TMO
$220B
$388K 0.09%
789
+66
+9% +$35.8K
NI icon
160
NiSource
NI
$20.4B
$386K 0.09%
8,279
+19
+0.2% +$856
HII icon
161
Huntington Ingalls Industries
HII
$12.8B
$381K 0.09%
1,004
+10
+1% +$4.12K
TXT icon
162
Textron
TXT
$15.4B
$375K 0.09%
4,284
-425
-9% -$39.7K
SPGI icon
163
S&P Global
SPGI
$120B
$373K 0.09%
877
-268
-23% -$124K
ROKU icon
164
Roku
ROKU
$22.7B
$358K 0.08%
3,780
+181
+5% +$17.6K
ALL icon
165
Allstate
ALL
$67.5B
$341K 0.08%
1,639
+400
+32% +$82K
IYW icon
166
iShares US Technology ETF
IYW
$25.5B
$328K 0.08%
1,810
– –
KMI icon
167
Kinder Morgan
KMI
$68.7B
$326K 0.07%
+9,725
New +$304K
TRV icon
168
Travelers Companies
TRV
$80.2B
$324K 0.07%
1,112
+54
+5% +$15.8K
EMR icon
169
Emerson Electric
EMR
$88.3B
$316K 0.07%
2,414
+101
+4% +$14.5K
INTU icon
170
Intuit
INTU
$89B
$315K 0.07%
729
-92
-11% -$43.9K
NXPI icon
171
NXP Semiconductors
NXPI
$60.4B
$312K 0.07%
1,579
+28
+2% +$6.2K
MEDP icon
172
Medpace
MEDP
$16.5B
$310K 0.07%
+646
New +$331K
LIN icon
173
Linde
LIN
$226B
$306K 0.07%
618
+99
+19% +$46.7K
WM icon
174
Waste Management
WM
$91B
$303K 0.07%
1,319
+130
+11% +$29.9K
CEG icon
175
Constellation Energy
CEG
$95.6B
$299K 0.07%
1,071
+7
+0.7% +$2.13K
5 6
7
8 9

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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.