3chopt-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NVR",
  "AES",
  "SMCI",
  "MU",
  null,
  "FNDF",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "JLL",
  "VONG",
  "ALL",
  "GOOGL",
  "AXP",
  "AIG",
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  null,
  "CCI",
  "COF",
  null,
  null,
  "DUK",
  "D",
  "EBAY",
  "EOG",
  "EXPD",
  null,
  "GD",
  "GILD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "RPM",
  "UNP",
  "QCOM",
  "ISRG",
  "AMAT",
  "EMR",
  "BKNG",
  "META",
  "IJH",
  null,
  "BBUS",
  null,
  "LHX",
  "LRCX",
  null,
  "LIN",
  "MPC",
  "MA",
  "MSFT",
  "MDLZ",
  "MS",
  "TMUS",
  "DBX",
  "EQIX",
  "EQT",
  "FIS",
  "GE",
  "NI",
  "ORLY",
  null,
  "AMP",
  "FAST",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "PAYX",
  "IWF",
  "PEP",
  "PNC",
  "PGR",
  "IEMG",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  "AMGN",
  "REGN",
  "IEFA",
  "SPGI",
  "ROP",
  "RTX",
  "IBM",
  "SBUX",
  "TEL",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TRV",
  "UTHR",
  "UPS",
  "VO",
  "SCHW",
  "VWO",
  null,
  "UVV",
  "VIG",
  null,
  "TXT",
  "IWN",
  null,
  "VYM",
  "VRTX",
  "MGC",
  "TT",
  "ACGL",
  "FI",
  "DEO",
  "WM",
  "GSLC",
  "AEP",
  "BKR",
  "AMZN",
  "SCHB",
  "HCA",
  null,
  null,
  null,
  null,
  "VEU",
  "VEA",
  "VYMI",
  "VONE",
  "VBR",
  "VOT",
  "VT",
  "VB",
  "VOO",
  "V",
  "VST",
  "WMT",
  "WFC",
  "WTW",
  "WMB",
  "IUSG",
  "OC",
  "GRMN",
  "POST",
  "FOXA",
  "CHKP",
  "SCHG",
  "NSC",
  "LH",
  "SO",
  "SW",
  "CRM",
  null,
  "GEV",
  "ZM",
  "MCK",
  "GWW",
  "NTAP",
  "SYF",
  "FDX",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BE",
  "BMY",
  "BLDR",
  "CBRE",
  "CF",
  "CVX",
  "CINF",
  "CB",
  "CMG",
  "CTAS",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CL",
  "CRBG",
  "COST",
  "GLW",
  "CTVA",
  "CRH",
  "DHR",
  "DELL",
  "DE",
  "DFS",
  "RSP",
  "EFA",
  "ADI",
  "NEE",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 228
Total Value: 381736608
Accession Number: 0001398344-25-007619
Form Type: 13F-HR
CIK: 3chopt-investment-partners
Manager Name: 3chopt-Investment-Partners

Data Enrichment

92% identified

209 identified19 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

228 positions • $381.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2.5K

Value:$273.1K

% of Portfolio:0.1% ($273.1K/$381.7M)

T-Mobile US, Inc.

TMUS|872590104

Shares:1.0K

Value:$271.2K

% of Portfolio:0.1% ($271.2K/$381.7M)

Synchrony Financial

SYF|87165B103

Shares:5.1K

Value:$270.0K

% of Portfolio:0.1% ($270.0K/$381.7M)

ALLSTATE CORP

ALL|020002101

Shares:1.3K

Value:$264.4K

% of Portfolio:0.1% ($264.4K/$381.7M)

FASTENAL CO

FAST|311900104

Shares:3.4K

Value:$261.1K

% of Portfolio:0.1% ($261.1K/$381.7M)

REGENERON PHARMACEUTICALS, INC.

REGN|75886F107

Shares:409

Value:$259.4K

% of Portfolio:0.1% ($259.4K/$381.7M)

FEDEX CORP

FDX|31428X106

Shares:1.0K

Value:$253.3K

% of Portfolio:0.1% ($253.3K/$381.7M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:920

Value:$250.8K

% of Portfolio:0.1% ($250.8K/$381.7M)

AT&T INC.

T|00206R102

Shares:8.8K

Value:$250.1K

% of Portfolio:0.1% ($250.1K/$381.7M)

TE Connectivity plc

TEL|G87052109

Shares:1.8K

Value:$249.0K

% of Portfolio:0.1% ($249.0K/$381.7M)

921946794

VYMI|921946794

Shares:3.3K

Value:$243.8K

% of Portfolio:0.1% ($243.8K/$381.7M)

EBAY INC

EBAY|278642103

Shares:3.5K

Value:$237.2K

% of Portfolio:0.1% ($237.2K/$381.7M)

Chubb Ltd

CB|H1467J104

Shares:777

Value:$235.3K

% of Portfolio:0.1% ($235.3K/$381.7M)

PRUDENTIAL FINANCIAL INC

PRU|744320102

Shares:2.1K

Value:$234.8K

% of Portfolio:0.1% ($234.8K/$381.7M)

CF Industries Holdings, Inc.

CF|125269100

Shares:3.0K

Value:$231.9K

% of Portfolio:0.1% ($231.9K/$381.7M)

CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:1.6K

Value:$230.6K

% of Portfolio:0.1% ($230.6K/$381.7M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:388

Value:$228.8K

% of Portfolio:0.1% ($228.8K/$381.7M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:471

Value:$221.2K

% of Portfolio:0.1% ($221.2K/$381.7M)

UNITED THERAPEUTICS Corp

UTHR|91307C102

Shares:708

Value:$218.3K

% of Portfolio:0.1% ($218.3K/$381.7M)

Zoom Communications, Inc.

ZM|98980L101

Shares:2.9K

Value:$216.4K

% of Portfolio:0.1% ($216.4K/$381.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNITED PARCEL SERVICE INC(UPScusip911312106)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$273.1K	0.1% ($273.1K/$381.7M)	QoQ NEW(+$273.1K) YoY NEW(+$273.1K)
T-Mobile US, Inc.(TMUScusip872590104)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$271.2K	0.1% ($271.2K/$381.7M)	QoQ NEW(+$271.2K) YoY NEW(+$271.2K)
Synchrony Financial(SYFcusip87165B103)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$270.0K	0.1% ($270.0K/$381.7M)	QoQ NEW(+$270.0K) YoY NEW(+$270.0K)
ALLSTATE CORP(ALLcusip020002101)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$264.4K	0.1% ($264.4K/$381.7M)	QoQ NEW(+$264.4K) YoY NEW(+$264.4K)
FASTENAL CO(FASTcusip311900104)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$261.1K	0.1% ($261.1K/$381.7M)	QoQ NEW(+$261.1K) YoY NEW(+$261.1K)
REGENERON PHARMACEUTICALS, INC.(REGNcusip75886F107)	409	QoQ NEW(+409) YoY NEW(+409)	All Managers (Combined)	$259.4K	0.1% ($259.4K/$381.7M)	QoQ NEW(+$259.4K) YoY NEW(+$259.4K)
FEDEX CORP(FDXcusip31428X106)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$253.3K	0.1% ($253.3K/$381.7M)	QoQ NEW(+$253.3K) YoY NEW(+$253.3K)
GENERAL DYNAMICS CORP(GDcusip369550108)	920	QoQ NEW(+920) YoY NEW(+920)	All Managers (Combined)	$250.8K	0.1% ($250.8K/$381.7M)	QoQ NEW(+$250.8K) YoY NEW(+$250.8K)
AT&T INC.(Tcusip00206R102)	8.8K	QoQ NEW(+8.8K) YoY -65.00% (-16.4K)	All Managers (Combined)	$250.1K	0.1% ($250.1K/$381.7M)	QoQ NEW(+$250.1K) YoY -43.76% (-$194.7K)
TE Connectivity plc(TELcusipG87052109)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$249.0K	0.1% ($249.0K/$381.7M)	QoQ NEW(+$249.0K) YoY NEW(+$249.0K)
(VYMIcusip921946794)	3.3K	QoQ NEW(+3.3K) YoY NEW(+3.3K)	All Managers (Combined)	$243.8K	0.1% ($243.8K/$381.7M)	QoQ NEW(+$243.8K) YoY NEW(+$243.8K)
EBAY INC(EBAYcusip278642103)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$237.2K	0.1% ($237.2K/$381.7M)	QoQ NEW(+$237.2K) YoY NEW(+$237.2K)
Chubb Ltd(CBcusipH1467J104)	777	QoQ NEW(+777) YoY NEW(+777)	All Managers (Combined)	$235.3K	0.1% ($235.3K/$381.7M)	QoQ NEW(+$235.3K) YoY NEW(+$235.3K)
PRUDENTIAL FINANCIAL INC(PRUcusip744320102)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$234.8K	0.1% ($234.8K/$381.7M)	QoQ NEW(+$234.8K) YoY NEW(+$234.8K)
CF Industries Holdings, Inc.(CFcusip125269100)	3.0K	QoQ NEW(+3.0K) YoY -70.81% (-7.2K)	All Managers (Combined)	$231.9K	0.1% ($231.9K/$381.7M)	QoQ NEW(+$231.9K) YoY -72.58% (-$614.1K)
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$230.6K	0.1% ($230.6K/$381.7M)	QoQ NEW(+$230.6K) YoY NEW(+$230.6K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	388	QoQ NEW(+388) YoY NEW(+388)	All Managers (Combined)	$228.8K	0.1% ($228.8K/$381.7M)	QoQ NEW(+$228.8K) YoY NEW(+$228.8K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	471	QoQ NEW(+471) YoY NEW(+471)	All Managers (Combined)	$221.2K	0.1% ($221.2K/$381.7M)	QoQ NEW(+$221.2K) YoY NEW(+$221.2K)
UNITED THERAPEUTICS Corp(UTHRcusip91307C102)	708	QoQ NEW(+708) YoY NEW(+708)	All Managers (Combined)	$218.3K	0.1% ($218.3K/$381.7M)	QoQ NEW(+$218.3K) YoY NEW(+$218.3K)
Zoom Communications, Inc.(ZMcusip98980L101)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$216.4K	0.1% ($216.4K/$381.7M)	QoQ NEW(+$216.4K) YoY NEW(+$216.4K)