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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
Avg Time Held
5.3 quarters
Top 10 Avg Time Held
10.4 quarters
Top 20 Avg Time Held
8.7 quarters

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 Held Since
ELV icon
201
Elevance Health
ELV
$92.2B
$309K 0.06%
798
+90
+13% +$33.4K
2025 Q4
2 quarters
CHAT icon
202
Roundhill Generative AI & Technology ETF
CHAT
$1.85B
$305K 0.06%
+3,095
New +$265K
2026 Q2
0 quarters
WTW icon
203
Willis Towers Watson
WTW
$27.6B
$303K 0.06%
1,155
-373
-24% -$99.8K
2025 Q1
5 quarters
CMG icon
204
Chipotle Mexican Grill
CMG
$38.4B
$300K 0.06%
8,811
+146
+2% +$4.77K
2025 Q1
5 quarters
WM icon
205
Waste Management
WM
$84.7B
$300K 0.06%
1,344
+25
+2% +$5.56K
2025 Q1
5 quarters
BNY icon
206
Bank of New York Mellon
BNY
$95.7B
$298K 0.06%
+2,058
New +$281K
2026 Q2
0 quarters
ADP icon
207
Automatic Data Processing
ADP
$109B
$296K 0.06%
+1,315
New +$281K
2026 Q2
0 quarters
GNRC icon
208
Generac Holdings
GNRC
$12.7B
$295K 0.06%
+1,009
New +$253K
2026 Q2
0 quarters
MMM icon
209
3M
MMM
$83.9B
$293K 0.06%
1,809
+39
+2% +$5.91K
2025 Q2
4 quarters
JVAL icon
210
JPMorgan US Value Factor ETF
JVAL
$1.01B
$291K 0.05%
4,960
– –
2025 Q2
4 quarters
HII icon
211
Huntington Ingalls Industries
HII
$10.2B
$278K 0.05%
994
-10
-1% -$3.34K
2025 Q2
4 quarters
SNA icon
212
Snap-on
SNA
$18.8B
$275K 0.05%
684
-16
-2% -$6.05K
2025 Q3
3 quarters
CVS icon
213
CVS Health
CVS
$112B
$274K 0.05%
+2,652
New +$237K
2026 Q2
0 quarters
WAB icon
214
Wabtec
WAB
$48.4B
$268K 0.05%
994
+10
+1% +$2.64K
2025 Q2
4 quarters
ECL icon
215
Ecolab
ECL
$80.1B
$264K 0.05%
944
+53
+6% +$14K
2026 Q1
1 quarter
IVV icon
216
iShares Core S&P 500 ETF
IVV
$897B
$262K 0.05%
+350
New +$255K
2026 Q2
0 quarters
JPEM icon
217
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$381M
$260K 0.05%
4,147
– –
2025 Q1
5 quarters
QSR icon
218
Restaurant Brands International
QSR
$24.9B
$260K 0.05%
3,550
+347
+11% +$26.4K
2026 Q1
1 quarter
LOHA icon
219
Roundhill HALO ETF
LOHA
$44.7M
$258K 0.05%
+10,000
New +$252K
2026 Q2
0 quarters
ACN icon
220
Accenture
ACN
$131B
$254K 0.05%
2,039
+793
+64% +$138K
2025 Q1
5 quarters
APP icon
221
Applovin
APP
$91.1B
$253K 0.05%
+492
New +$237K
2026 Q2
0 quarters
AMX icon
222
America Movil
AMX
$64.8B
$250K 0.05%
9,600
– –
2026 Q1
1 quarter
TTE icon
223
TotalEnergies
TTE
$196B
$249K 0.05%
3,203
– –
2026 Q1
1 quarter
CL icon
224
Colgate-Palmolive
CL
$71.7B
$241K 0.05%
2,627
-328
-11% -$28.7K
2025 Q1
5 quarters
JPIN icon
225
JPMorgan Diversified Return International Equity ETF
JPIN
$382M
$240K 0.05%
3,325
– –
2025 Q1
5 quarters
7 8
9
10 11

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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.