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 • $381,736.608K total value

228 positions

Manager:

SEC FilingSEC DataHachi Filing

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Page 12 of 12

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46641Q886

Shares:372

Value:$37.4K

46654Q203

Shares:133

Value:$6.9K

464287614

IWF|464287614

Shares:15

Value:$5.4K

46641Q308

Shares:100

Value:$5.3K

46137V100

Shares:14

Value:$1.6K

92206C730

VONE|92206C730

Shares:1

Value:$254

464287671

IUSG|464287671

Shares:2

Value:$254

922908538

VOT|922908538

Shares:1

Value:$245

Instrument	Shares		Other Manager	Value
(cusip46641Q886)✕	372	QoQ NEW(+372) YoY NEW(+372)	All Managers (Combined)	$37.4K	QoQ NEW(+$37.4K) YoY NEW(+$37.4K)
(cusip46654Q203)✕	133	QoQ NEW(+133) YoY NEW(+133)	All Managers (Combined)	$6.9K	QoQ NEW(+$6.9K) YoY NEW(+$6.9K)
(IWFcusip464287614)	15	QoQ NEW(+15) YoY NEW(+15)	All Managers (Combined)	$5.4K	QoQ NEW(+$5.4K) YoY NEW(+$5.4K)
(cusip46641Q308)✕	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$5.3K	QoQ NEW(+$5.3K) YoY NEW(+$5.3K)
(cusip46137V100)✕	14	QoQ NEW(+14) YoY NEW(+14)	All Managers (Combined)	$1.6K	QoQ NEW(+$1.6K) YoY NEW(+$1.6K)
(VONEcusip92206C730)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$254	QoQ NEW(+$254) YoY NEW(+$254)
(IUSGcusip464287671)	2	QoQ NEW(+2) YoY NEW(+2)	All Managers (Combined)	$254	QoQ NEW(+$254) YoY NEW(+$254)
(VOTcusip922908538)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$245	QoQ NEW(+$245) YoY NEW(+$245)