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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
QSR icon
201
Restaurant Brands International
QSR
$25.8B
$237K 0.05%
+3,203
New +$225K
COHR icon
202
Coherent
COHR
$74.2B
$236K 0.05%
+992
New +$227K
ETN icon
203
Eaton
ETN
$174B
$234K 0.05%
+654
New +$233K
T icon
204
AT&T
T
$163B
$233K 0.05%
+8,051
New +$215K
ENB icon
205
Enbridge
ENB
$112B
$233K 0.05%
4,310
– –
POST icon
206
Post Holdings
POST
$3.57B
$226K 0.05%
2,283
-1,240
-35% -$126K
AIG icon
207
American International
AIG
$41.3B
$225K 0.05%
2,991
-828
-22% -$63.3K
CDNS icon
208
Cadence Design Systems
CDNS
$93.4B
$225K 0.05%
809
+112
+16% +$33.4K
COP icon
209
ConocoPhillips
COP
$141B
$216K 0.05%
+1,635
New +$181K
FERG icon
210
Ferguson
FERG
$49.8B
$213K 0.05%
+910
New +$221K
ISRG icon
211
Intuitive Surgical
ISRG
$134B
$213K 0.05%
462
+23
+5% +$11.6K
ANET icon
212
Arista Networks
ANET
$238B
$212K 0.05%
+1,725
New +$231K
PLUG icon
213
Plug Power
PLUG
$3.04B
$210K 0.05%
92,860
+110
+0.1% +$239
UBER icon
214
Uber
UBER
$153B
$208K 0.05%
+2,888
New +$222K
ELV icon
215
Elevance Health
ELV
$85.5B
$207K 0.05%
708
+119
+20% +$39.1K
PH icon
216
Parker-Hannifin
PH
$135B
$201K 0.05%
+225
New +$213K
WELL icon
217
Welltower
WELL
$171B
$201K 0.05%
+1,016
New +$201K
VT icon
218
Vanguard Total World Stock ETF
VT
$81.3B
$193K 0.04%
1,398
+549
+65% +$79K
JIG icon
219
JPMorgan International Growth ETF
JIG
$498M
$183K 0.04%
2,468
+209
+9% +$16.2K
IJH icon
220
iShares Core S&P Mid-Cap ETF
IJH
$127B
$175K 0.04%
2,595
+850
+49% +$59K
ITOT icon
221
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
$142K 0.03%
1,000
– –
JPEF icon
222
JPMorgan Equity Focus ETF
JPEF
$2.07B
$135K 0.03%
1,885
– –
JEPI icon
223
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$121K 0.03%
2,143
+177
+9% +$10.3K
XLK icon
224
State Street Technology Select Sector SPDR ETF
XLK
$123B
$121K 0.03%
+907
New +$128K
JFLI
225
JPMorgan Flexible Income ETF
JFLI
$48.6M
$111K 0.03%
2,218
+110
+5% +$5.66K
7 8
9
10 11

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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.