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

Page 11 of 12

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DIAGEO PLC

DEO|25243Q205

Shares:2.0K

Value:$213.6K

% of Portfolio:0.1% ($213.6K/$381.7M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:6.2K

Value:$211.7K

% of Portfolio:0.1% ($211.7K/$381.7M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:410

Value:$203.1K

% of Portfolio:0.1% ($203.1K/$381.7M)

PFIZER INC

PFE|717081103

Shares:8.0K

Value:$201.5K

% of Portfolio:0.1% ($201.5K/$381.7M)

46641Q332

Shares:3.5K

Value:$200.4K

% of Portfolio:0.1% ($200.4K/$381.7M)

922042858

VWO|922042858

Shares:4.3K

Value:$192.4K

% of Portfolio:0.1% ($192.4K/$381.7M)

922042742

VT|922042742

Shares:1.5K

Value:$175.1K

% of Portfolio:0.0% ($175.1K/$381.7M)

46641Q340

Shares:1.9K

Value:$174.4K

% of Portfolio:0.0% ($174.4K/$381.7M)

464287598

IWD|464287598

Shares:738

Value:$138.9K

% of Portfolio:0.0% ($138.9K/$381.7M)

808524755

FNDF|808524755

Shares:3.5K

Value:$125.7K

% of Portfolio:0.0% ($125.7K/$381.7M)

464287630

IWN|464287630

Shares:818

Value:$123.5K

% of Portfolio:0.0% ($123.5K/$381.7M)

464287150

ITOT|464287150

Shares:1.0K

Value:$122.0K

% of Portfolio:0.0% ($122.0K/$381.7M)

46641Q209

Shares:2.1K

Value:$117.4K

% of Portfolio:0.0% ($117.4K/$381.7M)

464287507

IJH|464287507

Shares:1.9K

Value:$113.6K

% of Portfolio:0.0% ($113.6K/$381.7M)

464287770

Shares:1.3K

Value:$100.8K

% of Portfolio:0.0% ($100.8K/$381.7M)

46654Q781

Shares:845

Value:$53.8K

% of Portfolio:0.0% ($53.8K/$381.7M)

808524102

SCHB|808524102

Shares:2.5K

Value:$52.8K

% of Portfolio:0.0% ($52.8K/$381.7M)

464287465

EFA|464287465

Shares:637

Value:$52.1K

% of Portfolio:0.0% ($52.1K/$381.7M)

922908769

VTI|922908769

Shares:179

Value:$49.2K

% of Portfolio:0.0% ($49.2K/$381.7M)

808524300

SCHG|808524300

Shares:1.6K

Value:$40.4K

% of Portfolio:0.0% ($40.4K/$381.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DIAGEO PLC(DEOcusip25243Q205)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$213.6K	0.1% ($213.6K/$381.7M)	QoQ NEW(+$213.6K) YoY NEW(+$213.6K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	6.2K	QoQ NEW(+6.2K) YoY NEW(+6.2K)	All Managers (Combined)	$211.7K	0.1% ($211.7K/$381.7M)	QoQ NEW(+$211.7K) YoY NEW(+$211.7K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	410	QoQ NEW(+410) YoY NEW(+410)	All Managers (Combined)	$203.1K	0.1% ($203.1K/$381.7M)	QoQ NEW(+$203.1K) YoY NEW(+$203.1K)
PFIZER INC(PFEcusip717081103)	8.0K	QoQ -22.02% (-2.2K) YoY -30.87% (-3.6K)	All Managers (Combined)	$201.5K	0.1% ($201.5K/$381.7M)	QoQ -25.52% (-$69.0K) YoY -36.87% (-$117.7K)
(cusip46641Q332)✕	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$200.4K	0.1% ($200.4K/$381.7M)	QoQ NEW(+$200.4K) YoY NEW(+$200.4K)
(VWOcusip922042858)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$192.4K	0.1% ($192.4K/$381.7M)	QoQ NEW(+$192.4K) YoY NEW(+$192.4K)
(VTcusip922042742)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$175.1K	0.0% ($175.1K/$381.7M)	QoQ NEW(+$175.1K) YoY NEW(+$175.1K)
(cusip46641Q340)✕	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$174.4K	0.0% ($174.4K/$381.7M)	QoQ NEW(+$174.4K) YoY NEW(+$174.4K)
(IWDcusip464287598)	738	QoQ NEW(+738) YoY NEW(+738)	All Managers (Combined)	$138.9K	0.0% ($138.9K/$381.7M)	QoQ NEW(+$138.9K) YoY NEW(+$138.9K)
(FNDFcusip808524755)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$125.7K	0.0% ($125.7K/$381.7M)	QoQ NEW(+$125.7K) YoY NEW(+$125.7K)
(IWNcusip464287630)	818	QoQ NEW(+818) YoY NEW(+818)	All Managers (Combined)	$123.5K	0.0% ($123.5K/$381.7M)	QoQ NEW(+$123.5K) YoY NEW(+$123.5K)
(ITOTcusip464287150)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$122.0K	0.0% ($122.0K/$381.7M)	QoQ NEW(+$122.0K) YoY NEW(+$122.0K)
(cusip46641Q209)✕	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$117.4K	0.0% ($117.4K/$381.7M)	QoQ NEW(+$117.4K) YoY NEW(+$117.4K)
(IJHcusip464287507)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$113.6K	0.0% ($113.6K/$381.7M)	QoQ NEW(+$113.6K) YoY NEW(+$113.6K)
(cusip464287770)✕	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$100.8K	0.0% ($100.8K/$381.7M)	QoQ NEW(+$100.8K) YoY NEW(+$100.8K)
(cusip46654Q781)✕	845	QoQ NEW(+845) YoY NEW(+845)	All Managers (Combined)	$53.8K	0.0% ($53.8K/$381.7M)	QoQ NEW(+$53.8K) YoY NEW(+$53.8K)
(SCHBcusip808524102)	2.5K	QoQ NEW(+2.5K) YoY NEW(+2.5K)	All Managers (Combined)	$52.8K	0.0% ($52.8K/$381.7M)	QoQ NEW(+$52.8K) YoY NEW(+$52.8K)
(EFAcusip464287465)	637	QoQ NEW(+637) YoY NEW(+637)	All Managers (Combined)	$52.1K	0.0% ($52.1K/$381.7M)	QoQ NEW(+$52.1K) YoY NEW(+$52.1K)
(VTIcusip922908769)	179	QoQ NEW(+179) YoY NEW(+179)	All Managers (Combined)	$49.2K	0.0% ($49.2K/$381.7M)	QoQ NEW(+$49.2K) YoY NEW(+$49.2K)
(SCHGcusip808524300)	1.6K	QoQ -85.26% (-9.3K) YoY NEW(+1.6K)	All Managers (Combined)	$40.4K	0.0% ($40.4K/$381.7M)	QoQ -86.76% (-$264.5K) YoY NEW(+$40.4K)