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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
VOO icon
1
Vanguard S&P 500 ETF
VOO
$956B
$54.8M 12.53%
91,667
+6,656
+8% +$4.16M
NVDA icon
2
NVIDIA
NVDA
$4.6T
$26.6M 6.1%
152,799
+8,592
+6% +$1.58M
VB icon
3
Vanguard Morningstar Small-Cap ETF
VB
$78.9B
$26.2M 6%
100,163
+3,141
+3% +$850K
AAPL icon
4
Apple
AAPL
$4.97T
$17.9M 4.1%
70,587
+3,757
+6% +$978K
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.11T
$13.7M 3.14%
47,767
+986
+2% +$310K
MSFT icon
6
Microsoft
MSFT
$2.9T
$9.95M 2.28%
26,892
+3,855
+17% +$1.61M
AVGO icon
7
Broadcom
AVGO
$1.76T
$8.36M 1.91%
26,997
+198
+0.7% +$65.2K
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.1T
$8.12M 1.86%
16,951
+436
+3% +$214K
META icon
9
Meta Platforms (Facebook)
META
$1.49T
$7.1M 1.62%
12,408
+60
+0.5% +$38.5K
MCK icon
10
McKesson
MCK
$104B
$6.89M 1.58%
7,949
+70
+0.9% +$62.5K
PM icon
11
Philip Morris
PM
$309B
$6.62M 1.51%
39,663
-610
-2% -$106K
BBUS icon
12
JPMorgan BetaBuilders US Equity ETF
BBUS
$8.63B
$5.78M 1.32%
49,292
+926
+2% +$114K
VST icon
13
Vistra
VST
$48.2B
$5.61M 1.28%
37,306
-1,260
-3% -$204K
VEU icon
14
Vanguard FTSE All-World ex-US ETF
VEU
$64.8B
$5.39M 1.23%
71,784
+1,066
+2% +$82.6K
JNJ icon
15
Johnson & Johnson
JNJ
$640B
$5.26M 1.2%
21,506
-555
-3% -$129K
JPM icon
16
JPMorgan Chase
JPM
$916B
$5.18M 1.19%
17,618
-244
-1% -$74K
WMB icon
17
Williams Companies
WMB
$85.8B
$4.95M 1.13%
68,045
+838
+1% +$58K
MO icon
18
Altria Group
MO
$125B
$4.92M 1.12%
73,310
-237
-0.3% -$15.2K
WMT icon
19
Walmart Inc
WMT
$909B
$4.36M 1%
34,998
+1,382
+4% +$170K
CSCO icon
20
Cisco
CSCO
$443B
$4.27M 0.98%
54,982
+234
+0.4% +$18.3K
AMZN icon
21
Amazon
AMZN
$2.44T
$4.22M 0.96%
20,247
+3
+0% +$661
XOM icon
22
ExxonMobil
XOM
$650B
$3.98M 0.91%
23,466
+667
+3% +$97.3K
BKNG icon
23
Booking.com
BKNG
$156B
$3.78M 0.87%
22,450
+150
+0.7% +$27.6K
VBR icon
24
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.2B
$3.62M 0.83%
16,684
+723
+5% +$162K
LRCX icon
25
Lam Research
LRCX
$316B
$3.57M 0.82%
16,701
+302
+2% +$67.5K
1
2 3 4 5

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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.