3Chopt Investment Partners
Latest statistics and disclosures from 3Chopt Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VB, NVDA, AAPL, GOOG, and represent 31.95% of 3Chopt Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: KLAC, WFC, BKNG, VB, ACGL, C, COF, MSFT, VOO, NVDA.
- Started 44 new stock positions in MAR, RCL, HONA, EEM, C, ABNB, APP, IWF, GNRC, DDOG.
- Reduced shares in these 10 stocks: DBX, Honeywell International, QCOM, CHKP, NVR, BAC, INTU, BBUS, CEG, RPM.
- Sold out of its positions in T, COP, CEG, WATT, EPD, Honeywell International, INTU, POST, RPM, UBER.
- 3Chopt Investment Partners was a net buyer of stock by $46M.
- 3Chopt Investment Partners has $532M in assets under management (AUM), dropping by 21.74%.
- Central Index Key (CIK): 0001978521
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Portfolio Holdings for 3Chopt Investment Partners
3Chopt Investment Partners holds 274 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 12.2 | $65M | +2% | 94k | 686.81 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 6.3 | $34M | +10% | 111k | 303.11 |
|
| NVIDIA Corporation (NVDA) | 6.1 | $32M | +5% | 161k | 200.09 |
|
| Apple (AAPL) | 4.1 | $22M | +7% | 76k | 289.36 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $18M | +3% | 50k | 353.33 |
|
| Microsoft Corporation (MSFT) | 2.2 | $12M | +18% | 32k | 373.02 |
|
| Broadcom (AVGO) | 2.0 | $11M | +2% | 28k | 377.75 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $8.8M | +3% | 18k | 500.40 |
|
| Lam Research Corp Com New (LRCX) | 1.4 | $7.5M | +3% | 17k | 433.60 |
|
| Meta Platforms Cl A (META) | 1.4 | $7.2M | +2% | 13k | 563.27 |
|
| Philip Morris International (PM) | 1.3 | $7.2M | 39k | 182.38 |
|
|
| Micron Technology (MU) | 1.3 | $7.1M | +8% | 6.1k | 1154.29 |
|
| Cisco Systems (CSCO) | 1.2 | $6.5M | 56k | 117.46 |
|
|
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 1.2 | $6.3M | -4% | 47k | 134.72 |
|
| Amazon (AMZN) | 1.2 | $6.1M | +27% | 26k | 238.34 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.1 | $6.1M | 73k | 83.75 |
|
|
| McKesson Corporation (MCK) | 1.1 | $5.8M | -3% | 7.7k | 756.44 |
|
| Vistra Energy (VST) | 1.1 | $5.8M | -2% | 37k | 158.63 |
|
| Johnson & Johnson (JNJ) | 1.0 | $5.5M | 22k | 253.97 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $5.5M | -4% | 17k | 327.33 |
|
| Kla Corp Com New (KLAC) | 1.0 | $5.5M | +892% | 18k | 301.72 |
|
| Altria (MO) | 1.0 | $5.2M | -2% | 72k | 73.01 |
|
| Williams Companies (WMB) | 0.9 | $5.0M | 67k | 74.34 |
|
|
| Eli Lilly & Co. (LLY) | 0.9 | $4.8M | +10% | 4.0k | 1199.43 |
|
| Applied Materials (AMAT) | 0.9 | $4.6M | +5% | 6.3k | 723.01 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $4.5M | +20% | 13k | 357.37 |
|
| Wells Fargo & Company (WFC) | 0.8 | $4.2M | NEW | 51k | 82.64 |
|
| Wal-Mart Stores (WMT) | 0.8 | $4.1M | +3% | 36k | 113.26 |
|
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.8 | $4.1M | 48k | 85.46 |
|
|
| Tesla Motors (TSLA) | 0.8 | $4.1M | +18% | 9.6k | 420.60 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.7 | $4.0M | -2% | 16k | 242.99 |
|
| Booking Holdings (BKNG) | 0.7 | $3.7M | +2196% | 21k | 178.24 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.7 | $3.6M | +2% | 12k | 300.45 |
|
| Abbvie (ABBV) | 0.7 | $3.6M | -6% | 14k | 251.65 |
|
| Norfolk Southern (NSC) | 0.6 | $3.4M | 11k | 314.59 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $3.2M | +13% | 6.2k | 513.60 |
|
| Merck & Co (MRK) | 0.6 | $3.1M | +9% | 24k | 129.37 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $3.1M | -3% | 23k | 136.72 |
|
| Progressive Corporation (PGR) | 0.6 | $2.9M | +2% | 14k | 218.45 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $2.9M | 30k | 96.58 |
|
|
| Gilead Sciences (GILD) | 0.5 | $2.9M | -2% | 23k | 126.34 |
|
| Marathon Petroleum Corp (MPC) | 0.5 | $2.8M | 11k | 255.66 |
|
|
| Raytheon Technologies Corp (RTX) | 0.5 | $2.8M | +2% | 15k | 189.73 |
|
| Bank of America Corporation (BAC) | 0.5 | $2.7M | -11% | 47k | 56.98 |
|
| Procter & Gamble Company (PG) | 0.5 | $2.5M | +6% | 17k | 146.64 |
|
| Arch Cap Group Ord (ACGL) | 0.4 | $2.4M | NEW | 25k | 97.06 |
|
| Caterpillar (CAT) | 0.4 | $2.4M | +9% | 2.2k | 1064.90 |
|
| Baker Hughes Company Cl A (BKR) | 0.4 | $2.3M | -2% | 42k | 55.50 |
|
| Charles Schwab Corporation (SCHW) | 0.4 | $2.3M | 25k | 92.27 |
|
|
| Ishares Tr Global Equity (GLOF) | 0.4 | $2.3M | 38k | 58.81 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $2.2M | 3.00 | 748850.00 |
|
|
| Qualcomm (QCOM) | 0.4 | $2.2M | -23% | 12k | 184.79 |
|
| Citigroup Com New (C) | 0.4 | $2.2M | NEW | 16k | 139.96 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.4 | $2.1M | -19% | 16k | 131.43 |
|
| Visa Com Cl A (V) | 0.4 | $2.1M | +20% | 6.1k | 343.09 |
|
| Capital One Financial (COF) | 0.4 | $2.1M | NEW | 10k | 200.62 |
|
| American Express Company (AXP) | 0.4 | $2.0M | +7% | 6.0k | 338.25 |
|
| Corning Incorporated (GLW) | 0.4 | $2.0M | -3% | 7.7k | 255.44 |
|
| Chevron Corporation (CVX) | 0.4 | $2.0M | -6% | 12k | 165.75 |
|
| Cigna Corp (CI) | 0.4 | $1.9M | 7.0k | 275.68 |
|
|
| Pepsi (PEP) | 0.4 | $1.9M | -9% | 14k | 135.40 |
|
| Dominion Resources (D) | 0.3 | $1.8M | -7% | 27k | 68.29 |
|
| Vanguard World Mega Cap Index (MGC) | 0.3 | $1.8M | 6.7k | 273.63 |
|
|
| Coca-Cola Company (KO) | 0.3 | $1.8M | +9% | 22k | 81.80 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $1.7M | -4% | 3.5k | 496.73 |
|
| Advanced Micro Devices (AMD) | 0.3 | $1.7M | +54% | 3.0k | 580.91 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.3 | $1.7M | 14k | 127.81 |
|
|
| Cintas Corporation (CTAS) | 0.3 | $1.7M | +2% | 10k | 170.08 |
|
| Expeditors International of Washington (EXPD) | 0.3 | $1.7M | -5% | 11k | 162.97 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.7M | -5% | 6.3k | 270.31 |
|
| Dell Technologies CL C (DELL) | 0.3 | $1.7M | +10% | 3.9k | 431.46 |
|
| Home Depot (HD) | 0.3 | $1.7M | +23% | 4.7k | 352.68 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.3 | $1.6M | -9% | 20k | 79.41 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $1.6M | -3% | 2.1k | 748.67 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $1.5M | +8% | 1.6k | 935.47 |
|
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.3 | $1.5M | 18k | 82.49 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.5M | 9.4k | 158.03 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $1.4M | NEW | 9.8k | 146.55 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.4M | +300% | 18k | 80.57 |
|
| UnitedHealth (UNH) | 0.3 | $1.4M | +24% | 3.4k | 415.69 |
|
| Ge Aerospace Com New (GE) | 0.3 | $1.4M | +10% | 3.7k | 373.73 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.4M | -5% | 19k | 71.25 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $1.4M | 10k | 136.68 |
|
|
| J P Morgan Exchange Traded F Betabuilders I (BBIN) | 0.3 | $1.3M | 17k | 78.08 |
|
|
| Nextera Energy (NEE) | 0.2 | $1.3M | 15k | 87.77 |
|
|
| NVR (NVR) | 0.2 | $1.3M | -20% | 194.00 | 6813.40 |
|
| Expedia Group Com New (EXPE) | 0.2 | $1.3M | -8% | 5.0k | 255.88 |
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.2 | $1.3M | -14% | 13k | 98.59 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.2M | 4.1k | 298.08 |
|
|
| Cbre Group Cl A (CBRE) | 0.2 | $1.2M | -13% | 8.8k | 134.69 |
|
| Goldman Sachs (GS) | 0.2 | $1.2M | +8% | 1.1k | 1011.17 |
|
| Northrop Grumman Corporation (NOC) | 0.2 | $1.1M | 2.2k | 509.32 |
|
|
| Analog Devices (ADI) | 0.2 | $1.1M | +7% | 2.9k | 397.17 |
|
| Intel Corporation (INTC) | 0.2 | $1.1M | +47% | 8.1k | 139.63 |
|
| Labcorp Holdings Com Shs (LH) | 0.2 | $1.1M | -12% | 3.8k | 280.00 |
|
| Dropbox Cl A (DBX) | 0.2 | $1.1M | -66% | 39k | 27.47 |
|
| O'reilly Automotive (ORLY) | 0.2 | $1.1M | +5% | 12k | 92.09 |
|
| Ge Vernova (GEV) | 0.2 | $1.1M | +12% | 896.00 | 1175.36 |
|
| EOG Resources (EOG) | 0.2 | $1.1M | 8.1k | 129.73 |
|
|
| Deere & Company (DE) | 0.2 | $1.0M | -9% | 1.6k | 636.10 |
|
| CF Industries Holdings (CF) | 0.2 | $1.0M | -6% | 9.4k | 108.26 |
|
| W.W. Grainger (GWW) | 0.2 | $1.0M | +4% | 741.00 | 1360.40 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $1.0M | 7.1k | 141.89 |
|
|
| Morgan Stanley Com New (MS) | 0.2 | $969k | NEW | 4.6k | 209.04 |
|
| Fox Corp Cl A Com (FOXA) | 0.2 | $942k | +3% | 18k | 52.16 |
|
| Ralph Lauren Corp Cl A (RL) | 0.2 | $939k | -3% | 2.3k | 402.41 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $937k | -7% | 1.8k | 509.53 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $910k | 3.8k | 236.62 |
|
|
| Netflix (NFLX) | 0.2 | $886k | +122% | 12k | 71.40 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $875k | +7% | 6.9k | 126.58 |
|
| Tapestry (TPR) | 0.2 | $875k | 6.0k | 146.38 |
|
|
| Equinix (EQIX) | 0.2 | $858k | -5% | 823.00 | 1042.39 |
|
| Cummins (CMI) | 0.2 | $834k | +24% | 1.2k | 712.97 |
|
| eBay (EBAY) | 0.2 | $832k | -2% | 7.4k | 111.76 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $831k | 5.6k | 148.31 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $829k | 8.0k | 103.88 |
|
|
| International Business Machines (IBM) | 0.2 | $821k | +6% | 2.9k | 281.21 |
|
| Lowe's Companies (LOW) | 0.2 | $817k | +20% | 3.7k | 220.49 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $808k | 3.8k | 212.77 |
|
|
| Danaher Corporation (DHR) | 0.1 | $791k | +4% | 4.1k | 190.88 |
|
| Western Digital (WDC) | 0.1 | $786k | +15% | 1.2k | 638.96 |
|
| TJX Companies (TJX) | 0.1 | $780k | -2% | 5.1k | 151.50 |
|
| Blackrock (BLK) | 0.1 | $778k | +15% | 809.00 | 961.82 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $771k | +5% | 16k | 49.82 |
|
| Synchrony Financial (SYF) | 0.1 | $755k | -8% | 9.9k | 76.05 |
|
| J P Morgan Exchange Traded F Activebldrs Emer (JEMA) | 0.1 | $747k | -5% | 12k | 63.88 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $746k | +4% | 13k | 58.34 |
|
| Walt Disney Company (DIS) | 0.1 | $717k | +16% | 7.4k | 97.02 |
|
| Southern Company (SO) | 0.1 | $697k | 7.3k | 95.71 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $683k | NEW | 12k | 57.62 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $679k | +18% | 11k | 59.69 |
|
| Marvell Technology (MRVL) | 0.1 | $669k | NEW | 2.2k | 297.89 |
|
| Vici Pptys (VICI) | 0.1 | $668k | +15% | 25k | 26.98 |
|
| Air Products & Chemicals (APD) | 0.1 | $648k | +8% | 2.2k | 293.22 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $645k | 5.8k | 111.05 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $639k | 1.4k | 458.69 |
|
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| Target Corporation (TGT) | 0.1 | $608k | 4.7k | 130.61 |
|
|
| PNC Financial Services (PNC) | 0.1 | $607k | +14% | 2.5k | 246.22 |
|
| Sandisk Corp (SNDK) | 0.1 | $596k | NEW | 262.00 | 2273.73 |
|
| Amgen (AMGN) | 0.1 | $590k | +20% | 1.6k | 362.12 |
|
| Starbucks Corporation (SBUX) | 0.1 | $590k | +23% | 5.8k | 102.18 |
|
| Palo Alto Networks (PANW) | 0.1 | $587k | NEW | 1.7k | 341.02 |
|
| Chubb (CB) | 0.1 | $586k | +11% | 1.7k | 341.68 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $582k | -5% | 7.0k | 82.84 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $571k | +19% | 2.8k | 205.02 |
|
| Honeywell International (HON) | 0.1 | $567k | NEW | 2.5k | 223.86 |
|
| Zoom Communications Cl A (ZM) | 0.1 | $566k | -11% | 6.6k | 86.31 |
|
| Honeywell Aerospace (HONA) | 0.1 | $560k | NEW | 2.5k | 221.04 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $552k | 1.8k | 310.01 |
|
|
| EQT Corporation (EQT) | 0.1 | $536k | 10k | 53.17 |
|
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| Corteva (CTVA) | 0.1 | $522k | -20% | 6.2k | 84.69 |
|
| CRH Ord (CRH) | 0.1 | $512k | +9% | 4.8k | 107.00 |
|
| salesforce (CRM) | 0.1 | $512k | +13% | 3.3k | 157.14 |
|
| Abbott Laboratories (ABT) | 0.1 | $508k | -5% | 5.6k | 90.74 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $508k | +28% | 1.0k | 501.80 |
|
| Coherent Corp (COHR) | 0.1 | $500k | +27% | 1.3k | 394.47 |
|
| General Dynamics Corporation (GD) | 0.1 | $498k | -8% | 1.4k | 354.24 |
|
| L3harris Technologies (LHX) | 0.1 | $486k | -10% | 1.7k | 290.59 |
|
| Republic Services (RSG) | 0.1 | $485k | NEW | 2.3k | 213.08 |
|
| Roku Com Cl A (ROKU) | 0.1 | $485k | -7% | 3.5k | 138.14 |
|
| Nxp Semiconductors N V (NXPI) | 0.1 | $483k | +8% | 1.7k | 282.07 |
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| Trane Technologies SHS (TT) | 0.1 | $466k | 949.00 | 491.16 |
|
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| Paychex (PAYX) | 0.1 | $465k | +6% | 4.7k | 98.33 |
|
| Suncor Energy (SU) | 0.1 | $461k | -5% | 8.6k | 53.68 |
|
| Incyte Corporation (INCY) | 0.1 | $460k | -5% | 4.1k | 113.35 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $457k | 1.8k | 252.23 |
|
|
| J P Morgan Exchange Traded F Us Research Enhn (JUSA) | 0.1 | $453k | NEW | 6.7k | 67.18 |
|
| Linde SHS (LIN) | 0.1 | $453k | +41% | 872.00 | 518.94 |
|
| Fastenal Company (FAST) | 0.1 | $441k | +9% | 9.2k | 48.03 |
|
| Hca Holdings (HCA) | 0.1 | $429k | +5% | 1.1k | 389.89 |
|
| Mueller Industries (MLI) | 0.1 | $421k | +47% | 3.4k | 122.93 |
|
| Cadence Design Systems (CDNS) | 0.1 | $411k | +35% | 1.1k | 375.32 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $408k | 4.2k | 98.20 |
|
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| NiSource (NI) | 0.1 | $396k | 8.3k | 47.55 |
|
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| Allstate Corporation (ALL) | 0.1 | $394k | 1.7k | 238.94 |
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| Verizon Communications (VZ) | 0.1 | $394k | -6% | 9.3k | 42.34 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $392k | +22% | 3.4k | 116.67 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $390k | NEW | 2.2k | 176.57 |
|
| Travelers Companies (TRV) | 0.1 | $389k | +5% | 1.2k | 330.12 |
|
| FedEx Corporation (FDX) | 0.1 | $384k | +2% | 1.2k | 314.35 |
|
| Emerson Electric (EMR) | 0.1 | $383k | +10% | 2.7k | 143.15 |
|
| Textron (TXT) | 0.1 | $372k | -5% | 4.1k | 91.75 |
|
| Eaton Corp SHS (ETN) | 0.1 | $363k | +30% | 852.00 | 426.12 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $363k | NEW | 475.00 | 763.14 |
|
| Medpace Hldgs (MEDP) | 0.1 | $360k | +5% | 679.00 | 529.41 |
|
| Universal Corporation (UVV) | 0.1 | $355k | -12% | 6.8k | 52.17 |
|
| Union Pacific Corporation (UNP) | 0.1 | $354k | +31% | 1.3k | 272.00 |
|
| Cincinnati Financial Corporation (CINF) | 0.1 | $352k | +9% | 1.9k | 186.05 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $347k | +28% | 1.4k | 242.43 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $347k | 471.00 | 737.21 |
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|
| Arista Networks Com Shs (ANET) | 0.1 | $346k | +18% | 2.0k | 169.88 |
|
| American Electric Power Company (AEP) | 0.1 | $344k | -25% | 2.5k | 136.81 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $340k | +54% | 348.00 | 978.12 |
|
| Kinder Morgan (KMI) | 0.1 | $339k | +8% | 11k | 31.97 |
|
| J P Morgan Exchange Traded F Global Sel Equit (JGLO) | 0.1 | $338k | -42% | 4.7k | 71.22 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $332k | NEW | 344.00 | 965.75 |
|
| S&p Global (SPGI) | 0.1 | $332k | -7% | 814.00 | 407.26 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $328k | -24% | 1.6k | 201.64 |
|
| Welltower Inc Com reit (WELL) | 0.1 | $323k | +40% | 1.4k | 226.97 |
|
| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.1 | $317k | +22% | 3.4k | 91.95 |
|
| Anthem (ELV) | 0.1 | $309k | +12% | 798.00 | 386.73 |
|
| Tidal Trust Ii Roundhill Gener (CHAT) | 0.1 | $305k | NEW | 3.1k | 98.68 |
|
| Willis Towers Watson SHS (WTW) | 0.1 | $303k | -24% | 1.2k | 262.33 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $300k | 8.8k | 34.00 |
|
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| Waste Management (WM) | 0.1 | $300k | 1.3k | 222.88 |
|
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $298k | NEW | 2.1k | 144.61 |
|
| Automatic Data Processing (ADP) | 0.1 | $296k | NEW | 1.3k | 225.43 |
|
| Generac Holdings (GNRC) | 0.1 | $295k | NEW | 1.0k | 292.81 |
|
| 3M Company (MMM) | 0.1 | $293k | +2% | 1.8k | 161.91 |
|
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.1 | $291k | 5.0k | 58.64 |
|
|
| Huntington Ingalls Inds (HII) | 0.1 | $278k | 994.00 | 279.89 |
|
|
| Snap-on Incorporated (SNA) | 0.1 | $275k | -2% | 684.00 | 402.19 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $274k | NEW | 2.7k | 103.45 |
|
| Wabtec Corporation (WAB) | 0.1 | $268k | 994.00 | 269.60 |
|
|
| Ecolab (ECL) | 0.0 | $264k | +5% | 944.00 | 279.30 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $262k | NEW | 350.00 | 748.89 |
|
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.0 | $260k | 4.1k | 62.78 |
|
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $260k | +10% | 3.6k | 73.15 |
|
| Roundhill Etf Trust Halo Etf | 0.0 | $258k | NEW | 10k | 25.83 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $254k | +63% | 2.0k | 124.44 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $254k | NEW | 492.00 | 515.23 |
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $250k | 9.6k | 25.99 |
|
|
| Totalenergies Se Act (TTE) | 0.0 | $249k | 3.2k | 77.76 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $241k | -11% | 2.6k | 91.68 |
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.0 | $240k | 3.3k | 72.31 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $240k | NEW | 891.00 | 268.86 |
|
| Enbridge (ENB) | 0.0 | $234k | 4.3k | 54.21 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $230k | NEW | 1.6k | 143.10 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $229k | NEW | 1.6k | 146.50 |
|
| Pfizer (PFE) | 0.0 | $227k | -10% | 9.4k | 24.08 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $225k | NEW | 652.00 | 344.32 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $224k | +21% | 562.00 | 397.68 |
|
| Metropcs Communications (TMUS) | 0.0 | $222k | +11% | 1.3k | 167.73 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $220k | NEW | 658.00 | 334.82 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $219k | 1.4k | 156.91 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $219k | 2.9k | 74.53 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $214k | NEW | 578.00 | 370.59 |
|
| Prologis (PLD) | 0.0 | $214k | NEW | 1.6k | 135.47 |
|
| Twilio Cl A (TWLO) | 0.0 | $213k | NEW | 1.0k | 206.33 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $212k | -2% | 889.00 | 238.24 |
|
| Fortinet (FTNT) | 0.0 | $211k | NEW | 1.4k | 153.62 |
|
| Illinois Tool Works (ITW) | 0.0 | $211k | NEW | 776.00 | 272.08 |
|
| Simon Property (SPG) | 0.0 | $207k | NEW | 927.00 | 223.65 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $206k | NEW | 647.00 | 318.76 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $204k | NEW | 783.00 | 260.36 |
|
| Entravision Communications C Cl A (EVC) | 0.0 | $203k | 16k | 13.04 |
|
|
| Boeing Company (BA) | 0.0 | $203k | NEW | 937.00 | 216.37 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $202k | NEW | 383.00 | 526.44 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $202k | NEW | 806.00 | 249.98 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $200k | 2.6k | 77.11 |
|
|
| J P Morgan Exchange Traded F Internl Gwt (JIG) | 0.0 | $198k | -8% | 2.3k | 87.18 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $164k | 1.0k | 164.27 |
|
|
| Plug Pwr Com New (PLUG) | 0.0 | $158k | -37% | 58k | 2.71 |
|
| J P Morgan Exchange Traded F Equity Focus Etf (JPEF) | 0.0 | $148k | -2% | 1.8k | 80.33 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $138k | -20% | 722.00 | 190.52 |
|
| J P Morgan Exchange Traded F Flexible Income (JFLI) | 0.0 | $131k | +8% | 2.4k | 54.43 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $112k | NEW | 900.00 | 124.17 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $110k | NEW | 1.0k | 110.32 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $107k | 485.00 | 221.20 |
|
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $98k | NEW | 1.4k | 68.41 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $90k | -26% | 1.6k | 56.48 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $80k | 369.00 | 217.93 |
|
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $67k | -19% | 629.00 | 107.13 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $67k | 182.00 | 369.08 |
|
|
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $53k | 580.00 | 90.47 |
|
|
| Goldman Sachs Etf Tr Marketbeta Intl (GSID) | 0.0 | $35k | 466.00 | 75.14 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $22k | -2% | 364.00 | 61.46 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $13k | 136.00 | 95.44 |
|
|
| J P Morgan Exchange Traded F Acti De Mark Etf (JADE) | 0.0 | $8.8k | 110.00 | 80.13 |
|
|
| J P Morgan Exchange Traded F Divid Leade Etf (JDIV) | 0.0 | $7.8k | +4% | 138.00 | 56.35 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.0 | $6.3k | 55.00 | 113.82 |
|
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $2.1k | 40.00 | 53.10 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.7k | -7% | 13.00 | 132.23 |
|
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $602.000300 | 11.00 | 54.73 |
|
Past Filings by 3Chopt Investment Partners
SEC 13F filings are viewable for 3Chopt Investment Partners going back to 2023
- 3Chopt Investment Partners 2026 Q2 filed July 29, 2026
- 3Chopt Investment Partners 2026 Q1 filed April 23, 2026
- 3Chopt Investment Partners 2025 Q4 filed Feb. 10, 2026
- 3Chopt Investment Partners 2025 Q3 filed Oct. 20, 2025
- 3Chopt Investment Partners 2025 Q2 filed July 24, 2025
- 3Chopt Investment Partners 2025 Q1 filed April 24, 2025
- 3Chopt Investment Partners 2024 Q4 filed Feb. 13, 2025
- 3Chopt Investment Partners 2024 Q3 filed Nov. 15, 2024
- 3Chopt Investment Partners 2024 Q2 filed Aug. 22, 2024
- 3Chopt Investment Partners 2024 Q1 filed May 15, 2024
- 3Chopt Investment Partners 2023 Q4 filed Feb. 12, 2024
- 3Chopt Investment Partners 2023 Q3 filed Nov. 15, 2023
- 3Chopt Investment Partners 2023 Q2 filed July 26, 2023
- 3Chopt Investment Partners 2022 Q4 filed May 24, 2023
- 3Chopt Investment Partners 2023 Q1 filed May 23, 2023