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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
+8.94%
1 Year Est. Return
+35.46%
3 Year Est. Return
+116.49%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$440M
AUM Growth
+$23.6M
Cap. Flow
-$8.31M
Cap. Flow %
-1.89%
Top 10 Hldgs %
40.35%
Holding
240
New
14
Increased
86
Reduced
105
Closed
10

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$1.04M
2
KLAC icon
KLA
KLAC
+$809K
3
ADBE icon
Adobe
ADBE
+$596K
4
BBUS icon
JPMorgan BetaBuilders US Equity ETF
BBUS
+$470K
5
LRCX icon
Lam Research
LRCX
+$344K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.75M
2
BMY icon
Bristol-Myers Squibb
BMY
+$1.7M
3
MRK icon
Merck
MRK
+$975K
4
NVR icon
NVR
NVR
+$859K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$727K

Sector Composition

Rank Sector Weight
1 Technology 23.05%
2 Financials 11.07%
3 Healthcare 7.36%
4 Communication Services 6.18%
5 Consumer Discretionary 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VICI icon
176
VICI Properties
VICI
$29.4B
$308K 0.07%
+9,385
New +$309K
EMR icon
177
Emerson Electric
EMR
$88.3B
$306K 0.07%
2,334
-257
-10% -$35K
NXPI icon
178
NXP Semiconductors
NXPI
$60.4B
$306K 0.07%
1,337
-10
-0.7% -$2.25K
WM icon
179
Waste Management
WM
$91B
$305K 0.07%
1,379
-273
-17% -$61.5K
AIG icon
180
American International
AIG
$41.3B
$298K 0.07%
3,797
-83
-2% -$6.63K
TRV icon
181
Travelers Companies
TRV
$80.2B
$294K 0.07%
1,054
-39
-4% -$10.4K
CL icon
182
Colgate-Palmolive
CL
$74.4B
$294K 0.07%
3,681
+17
+0.5% +$1.45K
HII icon
183
Huntington Ingalls Industries
HII
$12.8B
$286K 0.07%
994
– –
QQQ icon
184
Invesco QQQ Trust
QQQ
$481B
$283K 0.06%
471
– –
ROKU icon
185
Roku
ROKU
$22.7B
$275K 0.06%
+2,751
New +$254K
CINF icon
186
Cincinnati Financial
CINF
$27.1B
$275K 0.06%
1,732
+91
+6% +$13.8K
ALL icon
187
Allstate
ALL
$67.5B
$273K 0.06%
1,268
+43
+4% +$8.68K
FDX icon
188
FedEx
FDX
$75.4B
$272K 0.06%
1,146
-2
-0.2% -$461
MMM icon
189
3M
MMM
$94.3B
$271K 0.06%
1,744
-62
-3% -$9.56K
WSM icon
190
Williams-Sonoma
WSM
$29.6B
$259K 0.06%
1,324
-892
-40% -$170K
ACN icon
191
Accenture
ACN
$108B
$258K 0.06%
1,047
-742
-41% -$193K
PFE icon
192
Pfizer
PFE
$153B
$256K 0.06%
10,032
+1,692
+20% +$41.8K
AMD icon
193
Advanced Micro Devices
AMD
$789B
$253K 0.06%
+1,561
New +$252K
JPEM icon
194
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$395M
$250K 0.06%
4,235
+88
+2% +$5.08K
CDNS icon
195
Cadence Design Systems
CDNS
$93.4B
$249K 0.06%
+709
New +$244K
FISV
196
Fiserv Inc
FISV
$27.9B
$247K 0.06%
1,919
-250
-12% -$35.8K
NOW icon
197
ServiceNow
NOW
$129B
$242K 0.06%
1,315
+115
+10% +$21.5K
T icon
198
AT&T
T
$163B
$240K 0.05%
8,503
+935
+12% +$26.6K
ADSK icon
199
Autodesk
ADSK
$52.6B
$238K 0.05%
748
– –
JVAL icon
200
JPMorgan US Value Factor ETF
JVAL
$865M
$236K 0.05%
4,975
+14
+0.3% +$644
6 7
8
9 10

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LSCM
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SLC
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3Chopt Investment Partners's Q3 2025 Portfolio in Review

As of Q3 2025, 3Chopt Investment Partners held 240 positions worth $440M, up 5.7% from $416M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

3Chopt Investment Partners's Q3 2025 filing shows 14 new, 86 increased, 105 reduced and 10 closed positions. Its largest new stake was Cummins: 888 shares worth $375K. The largest sale was Vanguard S&P 500 ETF, an estimated $4.75M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Financials and Healthcare.

  • 3Chopt Investment Partners's largest Q3 2025 buy was Cummins: 888 shares worth $375K.
  • 3Chopt Investment Partners added most to Eli Lilly in Q3 2025, an estimated $1.04M increase.
  • 3Chopt Investment Partners's biggest Q3 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $4.75M.
  • 3Chopt Investment Partners fully exited Owens Corning in Q3 2025, selling an estimated $706K.
  • 3Chopt Investment Partners's ten largest holdings make up 40% of its $440M portfolio in Q3 2025.
  • 3Chopt Investment Partners opened 14 new positions and closed 10 in Q3 2025.
  • 3Chopt Investment Partners's portfolio value rose 5.7% quarter-over-quarter to $440M.

Based on 3Chopt Investment Partners's 13F filing for Q3 2025, filed 20 Oct 2025.