3Chopt Investment Partners as of Sept. 30, 2025
Portfolio Holdings for 3Chopt Investment Partners
3Chopt Investment Partners holds 230 positions in its portfolio as reported in the September 2025 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) | 11.5 | $50M | 82k | 614.12 | |
| NVIDIA Corporation (NVDA) | 6.1 | $27M | 145k | 186.59 | |
| Vanguard Index Fds Small Cp Etf (VB) | 5.5 | $24M | 95k | 255.08 | |
| Apple (AAPL) | 4.3 | $19M | 75k | 254.63 | |
| Microsoft Corporation (MSFT) | 2.7 | $12M | 23k | 517.96 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $11M | 46k | 243.55 | |
| Broadcom (AVGO) | 2.0 | $8.9M | 27k | 329.91 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $8.5M | 17k | 502.74 | |
| Vistra Energy (VST) | 1.9 | $8.2M | 42k | 195.92 | |
| Meta Platforms Cl A (META) | 1.9 | $8.2M | 11k | 734.38 | |
| McKesson Corporation (MCK) | 1.4 | $6.2M | 8.0k | 773.37 | |
| Philip Morris International (PM) | 1.4 | $6.1M | 37k | 162.20 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $5.7M | 18k | 315.43 | |
| J P Morgan Exchange Traded F Betabuildrs Us (BBUS) | 1.3 | $5.6M | 46k | 120.66 | |
| Amazon (AMZN) | 1.2 | $5.4M | 25k | 219.57 | |
| Altria (MO) | 1.1 | $4.9M | 73k | 67.12 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.1 | $4.9M | 68k | 71.37 | |
| Wells Fargo & Company (WFC) | 1.0 | $4.4M | 53k | 83.82 | |
| Booking Holdings (BKNG) | 1.0 | $4.3M | 799.00 | 5399.27 | |
| Williams Companies (WMB) | 1.0 | $4.3M | 67k | 63.35 | |
| Check Point Software Tech Lt Ord (CHKP) | 1.0 | $4.2M | 20k | 206.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $4.1M | 17k | 243.10 | |
| Johnson & Johnson (JNJ) | 0.9 | $4.1M | 22k | 185.42 | |
| Dropbox Cl A (DBX) | 0.9 | $4.0M | 132k | 30.21 | |
| Eli Lilly & Co. (LLY) | 0.9 | $3.8M | 4.9k | 763.00 | |
| Cisco Systems (CSCO) | 0.9 | $3.7M | 55k | 68.42 | |
| Abbvie (ABBV) | 0.8 | $3.6M | 15k | 231.54 | |
| Wal-Mart Stores (WMT) | 0.8 | $3.5M | 34k | 103.06 | |
| Tesla Motors (TSLA) | 0.8 | $3.4M | 7.7k | 444.72 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.8 | $3.3M | 16k | 209.64 | |
| J P Morgan Exchange Traded F Us Momentum (JMOM) | 0.7 | $3.3M | 48k | 67.90 | |
| Progressive Corporation (PGR) | 0.7 | $3.2M | 13k | 246.95 | |
| Qualcomm (QCOM) | 0.7 | $3.2M | 19k | 166.36 | |
| Norfolk Southern (NSC) | 0.7 | $3.2M | 11k | 300.42 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $2.8M | 12k | 241.96 | |
| Oracle Corporation (ORCL) | 0.6 | $2.7M | 9.8k | 281.24 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $2.7M | 24k | 112.75 | |
| Arch Cap Group Ord (ACGL) | 0.6 | $2.7M | 29k | 90.73 | |
| Procter & Gamble Company (PG) | 0.6 | $2.6M | 17k | 153.65 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.6 | $2.6M | 30k | 87.31 | |
| Gilead Sciences (GILD) | 0.6 | $2.6M | 24k | 111.00 | |
| Bank of America Corporation (BAC) | 0.6 | $2.6M | 51k | 51.59 | |
| Capital One Financial (COF) | 0.6 | $2.5M | 12k | 212.58 | |
| Raytheon Technologies Corp (RTX) | 0.5 | $2.4M | 14k | 167.33 | |
| NVR (NVR) | 0.5 | $2.4M | 298.00 | 8034.66 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $2.3M | 3.00 | 754200.00 | |
| Mastercard Incorporated Cl A (MA) | 0.5 | $2.2M | 3.9k | 568.81 | |
| Charles Schwab Corporation (SCHW) | 0.5 | $2.2M | 23k | 95.47 | |
| Cigna Corp (CI) | 0.5 | $2.2M | 7.6k | 288.25 | |
| Marathon Petroleum Corp (MPC) | 0.5 | $2.1M | 11k | 192.74 | |
| McDonald's Corporation (MCD) | 0.5 | $2.1M | 6.8k | 303.89 | |
| Baker Hughes Company Cl A (BKR) | 0.5 | $2.1M | 43k | 48.72 | |
| Chevron Corporation (CVX) | 0.5 | $2.0M | 13k | 155.29 | |
| Ishares Tr Global Equity (GLOF) | 0.5 | $2.0M | 38k | 51.62 | |
| Pepsi (PEP) | 0.4 | $2.0M | 14k | 140.44 | |
| American Express Company (AXP) | 0.4 | $1.9M | 5.7k | 332.16 | |
| Merck & Co (MRK) | 0.4 | $1.9M | 22k | 84.75 | |
| EOG Resources (EOG) | 0.4 | $1.8M | 16k | 112.12 | |
| Dominion Resources (D) | 0.4 | $1.8M | 29k | 61.17 | |
| Lam Research Corp Com New (LRCX) | 0.4 | $1.8M | 13k | 134.15 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.4 | $1.7M | 4.4k | 391.64 | |
| Vanguard World Mega Cap Index (MGC) | 0.4 | $1.6M | 6.7k | 244.67 | |
| Visa Com Cl A (V) | 0.4 | $1.6M | 4.8k | 341.38 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.4 | $1.6M | 14k | 120.50 | |
| Kla Corp Com New (KLAC) | 0.4 | $1.6M | 1.4k | 1078.60 | |
| Citigroup Com New (C) | 0.4 | $1.5M | 15k | 101.50 | |
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.4 | $1.5M | 22k | 68.96 | |
| CF Industries Holdings (CF) | 0.3 | $1.5M | 17k | 89.70 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $1.5M | 4.2k | 352.75 | |
| Home Depot (HD) | 0.3 | $1.5M | 3.6k | 405.19 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.5M | 2.2k | 668.01 | |
| Cbre Group Cl A (CBRE) | 0.3 | $1.5M | 9.2k | 157.56 | |
| Expeditors International of Washington (EXPD) | 0.3 | $1.5M | 12k | 122.59 | |
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.3 | $1.4M | 15k | 93.75 | |
| Labcorp Holdings Com Shs (LH) | 0.3 | $1.4M | 5.0k | 287.06 | |
| Northrop Grumman Corporation (NOC) | 0.3 | $1.4M | 2.3k | 609.34 | |
| Costco Wholesale Corporation (COST) | 0.3 | $1.3M | 1.4k | 925.63 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.3M | 9.2k | 140.95 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.3M | 4.4k | 294.77 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.3M | 21k | 59.92 | |
| J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) | 0.3 | $1.3M | 17k | 73.54 | |
| J P Morgan Exchange Traded F Betabuilders I (BBIN) | 0.3 | $1.2M | 18k | 70.13 | |
| Applied Materials (AMAT) | 0.3 | $1.2M | 6.0k | 204.74 | |
| O'reilly Automotive (ORLY) | 0.3 | $1.2M | 11k | 107.81 | |
| Bristol Myers Squibb (BMY) | 0.3 | $1.2M | 27k | 45.10 | |
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $1.1M | 10k | 110.59 | |
| Honeywell International (HON) | 0.2 | $1.1M | 5.2k | 210.50 | |
| Coca-Cola Company (KO) | 0.2 | $1.1M | 16k | 66.85 | |
| Nextera Energy (NEE) | 0.2 | $1.1M | 14k | 75.49 | |
| Fox Corp Cl A Com (FOXA) | 0.2 | $1.1M | 17k | 63.06 | |
| Ge Aerospace Com New (GE) | 0.2 | $967k | 3.2k | 301.18 | |
| Deere & Company (DE) | 0.2 | $947k | 2.1k | 458.88 | |
| Caterpillar (CAT) | 0.2 | $946k | 2.0k | 477.15 | |
| salesforce (CRM) | 0.2 | $928k | 3.9k | 237.42 | |
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.2 | $922k | 7.1k | 130.28 | |
| Micron Technology (MU) | 0.2 | $891k | 5.3k | 167.32 | |
| Lockheed Martin Corporation (LMT) | 0.2 | $862k | 1.7k | 499.28 | |
| Corning Incorporated (GLW) | 0.2 | $833k | 10k | 82.03 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $824k | 3.8k | 216.65 | |
| Walt Disney Company (DIS) | 0.2 | $814k | 7.1k | 114.50 | |
| UnitedHealth (UNH) | 0.2 | $807k | 2.3k | 345.30 | |
| International Business Machines (IBM) | 0.2 | $793k | 2.8k | 282.16 | |
| Duke Energy Corp Com New (DUK) | 0.2 | $786k | 6.4k | 123.75 | |
| Ralph Lauren Corp Cl A (RL) | 0.2 | $768k | 2.4k | 314.47 | |
| Blackrock (BLK) | 0.2 | $756k | 648.00 | 1165.98 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $754k | 4.1k | 183.75 | |
| Abbott Laboratories (ABT) | 0.2 | $751k | 5.6k | 133.94 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $751k | 8.0k | 93.37 | |
| TJX Companies (TJX) | 0.2 | $740k | 5.1k | 144.54 | |
| Cintas Corporation (CTAS) | 0.2 | $735k | 3.6k | 205.26 | |
| Lowe's Companies (LOW) | 0.2 | $733k | 2.9k | 251.31 | |
| Danaher Corporation (DHR) | 0.2 | $733k | 3.7k | 198.58 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $729k | 5.8k | 125.66 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $721k | 3.8k | 189.70 | |
| eBay (EBAY) | 0.2 | $690k | 7.6k | 90.95 | |
| Synchrony Financial (SYF) | 0.2 | $682k | 9.6k | 71.05 | |
| W.W. Grainger (GWW) | 0.2 | $665k | 698.00 | 952.96 | |
| Truist Financial Corp equities (TFC) | 0.2 | $664k | 15k | 45.72 | |
| Morgan Stanley Com New (MS) | 0.1 | $627k | 3.9k | 158.96 | |
| Willis Towers Watson SHS (WTW) | 0.1 | $620k | 1.8k | 346.37 | |
| Expedia Group Com New (EXPE) | 0.1 | $617k | 2.9k | 213.75 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $612k | 5.2k | 118.83 | |
| Paychex (PAYX) | 0.1 | $605k | 4.8k | 126.76 | |
| General Dynamics Corporation (GD) | 0.1 | $599k | 1.8k | 341.00 | |
| Southern Company (SO) | 0.1 | $593k | 6.3k | 94.77 | |
| Equinix (EQIX) | 0.1 | $587k | 750.00 | 783.24 | |
| Tapestry (TPR) | 0.1 | $582k | 5.1k | 113.22 | |
| Mondelez Intl Cl A (MDLZ) | 0.1 | $578k | 9.2k | 62.97 | |
| CRH Ord (CRH) | 0.1 | $578k | 4.8k | 119.90 | |
| L3harris Technologies (LHX) | 0.1 | $568k | 1.9k | 305.41 | |
| Netflix (NFLX) | 0.1 | $566k | 472.00 | 1198.92 | |
| J P Morgan Exchange Traded F Activebldrs Emer (JEMA) | 0.1 | $559k | 12k | 47.55 | |
| EQT Corporation (EQT) | 0.1 | $550k | 10k | 54.43 | |
| J P Morgan Exchange Traded F Global Sel Equit (JGLO) | 0.1 | $535k | 7.9k | 67.77 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $520k | 9.6k | 54.18 | |
| Goldman Sachs (GS) | 0.1 | $514k | 646.00 | 796.35 | |
| Air Products & Chemicals (APD) | 0.1 | $514k | 1.9k | 272.72 | |
| Target Corporation (TGT) | 0.1 | $512k | 5.7k | 89.70 | |
| Ameriprise Financial (AMP) | 0.1 | $511k | 1.0k | 491.25 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $509k | 1.7k | 298.28 | |
| Verizon Communications (VZ) | 0.1 | $496k | 11k | 43.95 | |
| Zoom Communications Cl A (ZM) | 0.1 | $495k | 6.0k | 82.50 | |
| Dell Technologies CL C (DELL) | 0.1 | $482k | 3.4k | 141.77 | |
| Super Micro Computer Com New (SMCI) | 0.1 | $474k | 9.9k | 47.94 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $472k | 7.2k | 65.92 | |
| Ge Vernova (GEV) | 0.1 | $469k | 762.00 | 614.90 | |
| S&p Global (SPGI) | 0.1 | $465k | 955.00 | 486.71 | |
| Intuit (INTU) | 0.1 | $460k | 673.00 | 682.91 | |
| Analog Devices (ADI) | 0.1 | $445k | 1.8k | 245.70 | |
| Hca Holdings (HCA) | 0.1 | $444k | 1.0k | 426.20 | |
| Trane Technologies SHS (TT) | 0.1 | $441k | 1.0k | 421.96 | |
| Universal Corporation (UVV) | 0.1 | $436k | 7.8k | 55.87 | |
| Te Connectivity Ord Shs (TEL) | 0.1 | $435k | 2.0k | 219.55 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $427k | 2.3k | 182.42 | |
| Post Holdings Inc Common (POST) | 0.1 | $416k | 3.9k | 107.48 | |
| Chubb (CB) | 0.1 | $411k | 1.5k | 283.22 | |
| Corteva (CTVA) | 0.1 | $411k | 6.1k | 67.63 | |
| PNC Financial Services (PNC) | 0.1 | $404k | 2.0k | 200.93 | |
| American Electric Power Company (AEP) | 0.1 | $400k | 3.6k | 112.50 | |
| Textron (TXT) | 0.1 | $397k | 4.7k | 84.51 | |
| F5 Networks (FFIV) | 0.1 | $389k | 1.2k | 323.19 | |
| Fastenal Company (FAST) | 0.1 | $386k | 7.9k | 49.04 | |
| Cummins (CMI) | 0.1 | $375k | 888.00 | 422.37 | |
| Automatic Data Processing (ADP) | 0.1 | $372k | 1.3k | 295.04 | |
| Starbucks Corporation (SBUX) | 0.1 | $367k | 4.3k | 84.59 | |
| NiSource (NI) | 0.1 | $359k | 8.3k | 43.30 | |
| Amgen (AMGN) | 0.1 | $357k | 1.3k | 282.20 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $355k | 1.8k | 195.86 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $354k | 4.2k | 84.68 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $350k | 721.00 | 485.42 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $347k | 8.9k | 39.19 | |
| Constellation Energy (CEG) | 0.1 | $346k | 1.1k | 329.07 | |
| RPM International (RPM) | 0.1 | $345k | 2.9k | 117.88 | |
| Linde SHS (LIN) | 0.1 | $314k | 660.00 | 475.00 | |
| Corebridge Finl (CRBG) | 0.1 | $311k | 9.7k | 32.05 | |
| Vici Pptys (VICI) | 0.1 | $308k | 9.4k | 32.82 | |
| Emerson Electric (EMR) | 0.1 | $306k | 2.3k | 131.18 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $306k | 1.3k | 228.74 | |
| Waste Management (WM) | 0.1 | $305k | 1.4k | 220.83 | |
| American Intl Group Com New (AIG) | 0.1 | $298k | 3.8k | 78.54 | |
| Travelers Companies (TRV) | 0.1 | $294k | 1.1k | 279.22 | |
| Colgate-Palmolive Company (CL) | 0.1 | $294k | 3.7k | 79.94 | |
| Huntington Ingalls Inds (HII) | 0.1 | $286k | 994.00 | 287.91 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $283k | 471.00 | 601.06 | |
| Roku Com Cl A (ROKU) | 0.1 | $276k | 2.8k | 100.13 | |
| Cincinnati Financial Corporation (CINF) | 0.1 | $275k | 1.7k | 158.97 | |
| Allstate Corporation (ALL) | 0.1 | $273k | 1.3k | 215.64 | |
| FedEx Corporation (FDX) | 0.1 | $272k | 1.1k | 237.26 | |
| 3M Company (MMM) | 0.1 | $271k | 1.7k | 155.18 | |
| Williams-Sonoma (WSM) | 0.1 | $259k | 1.3k | 195.45 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $258k | 1.0k | 246.60 | |
| Pfizer (PFE) | 0.1 | $256k | 10k | 25.48 | |
| Advanced Micro Devices (AMD) | 0.1 | $253k | 1.6k | 161.79 | |
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.1 | $250k | 4.2k | 59.00 | |
| Cadence Design Systems (CDNS) | 0.1 | $249k | 709.00 | 351.26 | |
| Fiserv (FI) | 0.1 | $247k | 1.9k | 128.93 | |
| Servicenow (NOW) | 0.1 | $242k | 263.00 | 920.28 | |
| At&t (T) | 0.1 | $240k | 8.5k | 28.24 | |
| Autodesk (ADSK) | 0.1 | $238k | 748.00 | 317.67 | |
| J P Morgan Exchange Traded F Us Value Factr (JVAL) | 0.1 | $236k | 5.0k | 47.50 | |
| Uber Technologies (UBER) | 0.1 | $236k | 2.4k | 97.97 | |
| AutoZone (AZO) | 0.1 | $227k | 53.00 | 4290.25 | |
| Snap-on Incorporated (SNA) | 0.1 | $227k | 654.00 | 346.53 | |
| Union Pacific Corporation (UNP) | 0.1 | $226k | 958.00 | 236.37 | |
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.1 | $222k | 3.3k | 66.61 | |
| Enbridge (ENB) | 0.0 | $218k | 4.3k | 50.46 | |
| Prudential Financial (PRU) | 0.0 | $216k | 2.1k | 103.74 | |
| Eaton Corp SHS (ETN) | 0.0 | $214k | 573.00 | 374.25 | |
| Crown Castle Intl (CCI) | 0.0 | $213k | 2.2k | 96.49 | |
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $207k | 3.6k | 57.10 | |
| Wabtec Corporation (WAB) | 0.0 | $205k | 1.0k | 200.47 | |
| Shake Shack Cl A (SHAK) | 0.0 | $202k | 2.2k | 93.61 | |
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $202k | 9.6k | 21.00 | |
| Boeing Company (BA) | 0.0 | $201k | 931.00 | 215.73 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $198k | 1.4k | 137.81 | |
| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.0 | $189k | 2.5k | 75.40 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $161k | 793.00 | 203.59 | |
| J P Morgan Exchange Traded F Internl Gwt (JIG) | 0.0 | $158k | 2.1k | 75.34 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $146k | 1.0k | 145.65 | |
| J P Morgan Exchange Traded F Equity Focus Etf (JPEF) | 0.0 | $139k | 1.9k | 74.09 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $114k | 1.7k | 65.26 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $86k | 485.00 | 176.81 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $69k | 369.00 | 187.43 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $60k | 181.00 | 329.08 | |
| Goldman Sachs Etf Tr Marketbeta Intl (GSID) | 0.0 | $54k | 813.00 | 66.57 | |
| Ishares Tr U.s. Fin Svc Etf (IYG) | 0.0 | $52k | 580.00 | 89.64 | |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $23k | 398.00 | 57.52 | |
| J P Morgan Exchange Traded F Divid Leaders Et (JDIV) | 0.0 | $6.0k | 112.00 | 53.76 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $1.7k | 14.00 | 118.43 | |
| Ishares Esg Awr Msci Em (ESGE) | 0.0 | $477.999500 | 11.00 | 43.45 |