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 6 of 12

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GE Vernova Inc.

GEV|36828A101

Shares:2.4K

Value:$742.7K

% of Portfolio:0.2% ($742.7K/$381.7M)

ABBOTT LABORATORIES

ABT|002824100

Shares:5.5K

Value:$735.4K

% of Portfolio:0.2% ($735.4K/$381.7M)

Walt Disney Co

DIS|254687106

Shares:7.4K

Value:$734.7K

% of Portfolio:0.2% ($734.7K/$381.7M)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:2.2K

Value:$730.6K

% of Portfolio:0.2% ($730.6K/$381.7M)

DANAHER CORP /DE/

DHR|235851102

Shares:3.5K

Value:$726.4K

% of Portfolio:0.2% ($726.4K/$381.7M)

CATERPILLAR INC

CAT|149123101

Shares:2.2K

Value:$719.3K

% of Portfolio:0.2% ($719.3K/$381.7M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:17.3K

Value:$711.6K

% of Portfolio:0.2% ($711.6K/$381.7M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.9K

Value:$711.2K

% of Portfolio:0.2% ($711.2K/$381.7M)

PAYCHEX INC

PAYX|704326107

Shares:4.6K

Value:$708.5K

% of Portfolio:0.2% ($708.5K/$381.7M)

921908844

VIG|921908844

Shares:3.6K

Value:$706.3K

% of Portfolio:0.2% ($706.3K/$381.7M)

46137V357

RSP|46137V357

Shares:4.0K

Value:$698.1K

% of Portfolio:0.2% ($698.1K/$381.7M)

LOWES COMPANIES INC

LOW|548661107

Shares:2.9K

Value:$672.6K

% of Portfolio:0.2% ($672.6K/$381.7M)

78463X848

Shares:22.7K

Value:$671.3K

% of Portfolio:0.2% ($671.3K/$381.7M)

CINTAS CORP

CTAS|172908105

Shares:3.2K

Value:$665.1K

% of Portfolio:0.2% ($665.1K/$381.7M)

Fox Corp

FOXA|35137L105

Shares:11.7K

Value:$661.5K

% of Portfolio:0.2% ($661.5K/$381.7M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:8.8K

Value:$658.0K

% of Portfolio:0.2% ($658.0K/$381.7M)

Owens Corning

OC|690742101

Shares:4.6K

Value:$654.9K

% of Portfolio:0.2% ($654.9K/$381.7M)

EQUINIX INC

EQIX|29444U700

Shares:800

Value:$652.3K

% of Portfolio:0.2% ($652.3K/$381.7M)

GENERAL ELECTRIC CO

GE|369604301

Shares:3.2K

Value:$639.4K

% of Portfolio:0.2% ($639.4K/$381.7M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:5.2K

Value:$628.0K

% of Portfolio:0.2% ($628.0K/$381.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GE Vernova Inc.(GEVcusip36828A101)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$742.7K	0.2% ($742.7K/$381.7M)	QoQ NEW(+$742.7K) YoY NEW(+$742.7K)
ABBOTT LABORATORIES(ABTcusip002824100)	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$735.4K	0.2% ($735.4K/$381.7M)	QoQ NEW(+$735.4K) YoY NEW(+$735.4K)
Walt Disney Co(DIScusip254687106)	7.4K	QoQ NEW(+7.4K) YoY NEW(+7.4K)	All Managers (Combined)	$734.7K	0.2% ($734.7K/$381.7M)	QoQ NEW(+$734.7K) YoY NEW(+$734.7K)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$730.6K	0.2% ($730.6K/$381.7M)	QoQ NEW(+$730.6K) YoY NEW(+$730.6K)
DANAHER CORP /DE/(DHRcusip235851102)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$726.4K	0.2% ($726.4K/$381.7M)	QoQ NEW(+$726.4K) YoY NEW(+$726.4K)
CATERPILLAR INC(CATcusip149123101)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$719.3K	0.2% ($719.3K/$381.7M)	QoQ NEW(+$719.3K) YoY NEW(+$719.3K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	17.3K	QoQ +48.65% (+5.7K) YoY NEW(+17.3K)	All Managers (Combined)	$711.6K	0.2% ($711.6K/$381.7M)	QoQ +41.01% (+$207.0K) YoY NEW(+$711.6K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$711.2K	0.2% ($711.2K/$381.7M)	QoQ NEW(+$711.2K) YoY NEW(+$711.2K)
PAYCHEX INC(PAYXcusip704326107)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$708.5K	0.2% ($708.5K/$381.7M)	QoQ NEW(+$708.5K) YoY NEW(+$708.5K)
(VIGcusip921908844)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$706.3K	0.2% ($706.3K/$381.7M)	QoQ NEW(+$706.3K) YoY NEW(+$706.3K)
(RSPcusip46137V357)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$698.1K	0.2% ($698.1K/$381.7M)	QoQ NEW(+$698.1K) YoY NEW(+$698.1K)
LOWES COMPANIES INC(LOWcusip548661107)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$672.6K	0.2% ($672.6K/$381.7M)	QoQ NEW(+$672.6K) YoY NEW(+$672.6K)
(cusip78463X848)✕	22.7K	QoQ NEW(+22.7K) YoY NEW(+22.7K)	All Managers (Combined)	$671.3K	0.2% ($671.3K/$381.7M)	QoQ NEW(+$671.3K) YoY NEW(+$671.3K)
CINTAS CORP(CTAScusip172908105)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$665.1K	0.2% ($665.1K/$381.7M)	QoQ NEW(+$665.1K) YoY NEW(+$665.1K)
Fox Corp(FOXAcusip35137L105)	11.7K	QoQ +13.22% (+1.4K) YoY NEW(+11.7K)	All Managers (Combined)	$661.5K	0.2% ($661.5K/$381.7M)	QoQ +31.91% (+$160.1K) YoY NEW(+$661.5K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	8.8K	QoQ NEW(+8.8K) YoY NEW(+8.8K)	All Managers (Combined)	$658.0K	0.2% ($658.0K/$381.7M)	QoQ NEW(+$658.0K) YoY NEW(+$658.0K)
Owens Corning(OCcusip690742101)	4.6K	QoQ NEW(+4.6K) YoY NEW(+4.6K)	All Managers (Combined)	$654.9K	0.2% ($654.9K/$381.7M)	QoQ NEW(+$654.9K) YoY NEW(+$654.9K)
EQUINIX INC(EQIXcusip29444U700)	800	QoQ NEW(+800) YoY NEW(+800)	All Managers (Combined)	$652.3K	0.2% ($652.3K/$381.7M)	QoQ NEW(+$652.3K) YoY NEW(+$652.3K)
GENERAL ELECTRIC CO(GEcusip369604301)	3.2K	QoQ NEW(+3.2K) YoY NEW(+3.2K)	All Managers (Combined)	$639.4K	0.2% ($639.4K/$381.7M)	QoQ NEW(+$639.4K) YoY NEW(+$639.4K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$628.0K	0.2% ($628.0K/$381.7M)	QoQ NEW(+$628.0K) YoY NEW(+$628.0K)