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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
+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
VZ icon
176
Verizon
VZ
$208B
$394K 0.07%
9,294
-612
-6% -$28.7K
PLTR icon
177
Palantir
PLTR
$448B
$392K 0.07%
3,360
+628
+23% +$85.7K
APH icon
178
Amphenol
APH
$194B
$390K 0.07%
+2,208
New +$318K
TRV icon
179
Travelers Companies
TRV
$77.2B
$389K 0.07%
1,177
+65
+6% +$19.7K
FDX icon
180
FedEx
FDX
$78.3B
$384K 0.07%
1,220
+35
+3% +$12.7K
EMR icon
181
Emerson Electric
EMR
$86.6B
$383K 0.07%
2,675
+261
+11% +$36.7K
TXT icon
182
Textron
TXT
$14.3B
$372K 0.07%
4,052
-232
-5% -$21.1K
ETN icon
183
Eaton
ETN
$156B
$363K 0.07%
852
+198
+30% +$79.8K
CRWD icon
184
CrowdStrike
CRWD
$224B
$362K 0.07%
+1,900
New +$270K
MEDP icon
185
Medpace
MEDP
$16.8B
$359K 0.07%
679
+33
+5% +$15.2K
UVV icon
186
Universal Corp
UVV
$1.14B
$355K 0.07%
6,796
-1,004
-13% -$53.5K
UNP icon
187
Union Pacific
UNP
$183B
$354K 0.07%
1,302
+309
+31% +$81.1K
CINF icon
188
Cincinnati Financial
CINF
$26.4B
$351K 0.07%
1,889
+164
+10% +$27.2K
IWD icon
189
iShares Russell 1000 Value ETF
IWD
$84.3B
$347K 0.07%
1,433
+317
+28% +$73.8K
QQQ icon
190
Invesco QQQ Trust
QQQ
$489B
$347K 0.07%
471
– –
ANET icon
191
Arista Networks
ANET
$246B
$346K 0.07%
2,039
+314
+18% +$49.3K
AEP icon
192
American Electric Power
AEP
$66.6B
$344K 0.06%
2,516
-844
-25% -$111K
PH icon
193
Parker-Hannifin
PH
$125B
$340K 0.06%
348
+123
+55% +$113K
KMI icon
194
Kinder Morgan
KMI
$70.3B
$339K 0.06%
10,590
+865
+9% +$27.9K
JGLO icon
195
JPMorgan Global Select Equity ETF
JGLO
$6.71B
$338K 0.06%
4,748
-3,495
-42% -$244K
STX icon
196
Seagate
STX
$188B
$332K 0.06%
+344
New +$262K
SPGI icon
197
S&P Global
SPGI
$131B
$332K 0.06%
814
-63
-7% -$26.6K
TEL icon
198
TE Connectivity
TEL
$58.7B
$328K 0.06%
1,625
-539
-25% -$115K
WELL icon
199
Welltower
WELL
$172B
$323K 0.06%
1,423
+407
+40% +$86K
JIVE icon
200
JPMorgan International Value ETF
JIVE
$3.8B
$317K 0.06%
3,443
+623
+22% +$56.8K
6 7
8
9 10

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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.