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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- 3chopt-Investment-Partners
Data Enrichment
92% identified209 identified19 unidentified
Holdings
228 positions
Manager:
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Page 7 of 12
46641Q266
Shares:16.1K
Value:$615.5K
46641Q134
Shares:8.5K
Value:$540.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.1K | QoQ NEW(+2.1K) YoY NEW(+2.1K) | All Managers (Combined) | $615.5K | QoQ NEW(+$615.5K) YoY NEW(+$615.5K) | |
(cusip46641Q266)✕ | 16.1K | All Managers (Combined) | $615.5K | ||
Salesforce, Inc.(CRMcusip79466L302) | 2.3K | QoQ NEW(+2.3K) YoY NEW(+2.3K) | All Managers (Combined) | $609.2K | QoQ NEW(+$609.2K) YoY NEW(+$609.2K) |
11.0K | QoQ NEW(+11.0K) YoY NEW(+11.0K) | All Managers (Combined) | $595.4K | QoQ NEW(+$595.4K) YoY NEW(+$595.4K) | |
Accenture plc(ACNcusipG1151C101) | 1.9K | QoQ NEW(+1.9K) YoY NEW(+1.9K) | All Managers (Combined) | $591.6K | QoQ NEW(+$591.6K) YoY NEW(+$591.6K) |
BlackRock, Inc.(BLKcusip09290D101) | 611 | QoQ NEW(+611) YoY NEW(+611) | All Managers (Combined) | $578.3K | QoQ NEW(+$578.3K) YoY NEW(+$578.3K) |
12.6K | All Managers (Combined) | $573.4K | |||
SOUTHERN CO(SOcusip842587107) | 6.0K | QoQ NEW(+6.0K) YoY NEW(+6.0K) | All Managers (Combined) | $555.0K | QoQ NEW(+$555.0K) YoY NEW(+$555.0K) |
5.2K | QoQ NEW(+5.2K) YoY NEW(+5.2K) | All Managers (Combined) | $544.2K | QoQ NEW(+$544.2K) YoY NEW(+$544.2K) | |
(cusip46641Q134)✕ | 8.5K | QoQ NEW(+8.5K) YoY NEW(+8.5K) | All Managers (Combined) | $540.1K | QoQ NEW(+$540.1K) YoY NEW(+$540.1K) |
10.0K | QoQ +0.47% (+48)YoY -0.63% (-64) | All Managers (Combined) | $536.9K | ||
S&P Global Inc.(SPGIcusip78409V104) | 1.0K | QoQ NEW(+1.0K) YoY NEW(+1.0K) | All Managers (Combined) | $532.5K | QoQ NEW(+$532.5K) YoY NEW(+$532.5K) |
FISERV INC(FIcusip337738108) | 2.3K | QoQ NEW(+2.3K) YoY NEW(+2.3K) | All Managers (Combined) | $512.1K | QoQ NEW(+$512.1K) YoY NEW(+$512.1K) |
ADOBE INC.(ADBEcusip00724F101) | 1.3K | QoQ NEW(+1.3K) YoY NEW(+1.3K) | All Managers (Combined) | $495.9K | QoQ NEW(+$495.9K) YoY NEW(+$495.9K) |
MORGAN STANLEY(MScusip617446448) | 4.2K | QoQ NEW(+4.2K) YoY NEW(+4.2K) | All Managers (Combined) | $491.1K | QoQ NEW(+$491.1K) YoY NEW(+$491.1K) |
2.8K | QoQ NEW(+2.8K) YoY NEW(+2.8K) | All Managers (Combined) | $485.1K | QoQ NEW(+$485.1K) YoY NEW(+$485.1K) | |
5.5K | QoQ NEW(+5.5K) YoY NEW(+5.5K) | All Managers (Combined) | $481.1K | QoQ NEW(+$481.1K) YoY NEW(+$481.1K) | |
NetApp, Inc.(NTAPcusip64110D104) | 5.4K | QoQ NEW(+5.4K) YoY NEW(+5.4K) | All Managers (Combined) | $471.0K | QoQ NEW(+$471.0K) YoY NEW(+$471.0K) |
STARBUCKS CORP(SBUXcusip855244109) | 4.7K | QoQ NEW(+4.7K) YoY NEW(+4.7K) | All Managers (Combined) | $457.1K | QoQ NEW(+$457.1K) YoY NEW(+$457.1K) |
932 | QoQ NEW(+932) YoY NEW(+932) | All Managers (Combined) | $451.2K | QoQ NEW(+$451.2K) YoY NEW(+$451.2K) |