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 7 of 12

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Air Products & Chemicals, Inc.

APD|009158106

Shares:2.1K

Value:$615.5K

% of Portfolio:0.2% ($615.5K/$381.7M)

46641Q266

Shares:16.1K

Value:$615.5K

% of Portfolio:0.2% ($615.5K/$381.7M)

Salesforce, Inc.

CRM|79466L302

Shares:2.3K

Value:$609.2K

% of Portfolio:0.2% ($609.2K/$381.7M)

46434G103

IEMG|46434G103

Shares:11.0K

Value:$595.4K

% of Portfolio:0.2% ($595.4K/$381.7M)

Accenture plc

ACN|G1151C101

Shares:1.9K

Value:$591.6K

% of Portfolio:0.2% ($591.6K/$381.7M)

BlackRock, Inc.

BLK|09290D101

Shares:611

Value:$578.3K

% of Portfolio:0.2% ($578.3K/$381.7M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:12.6K

Value:$573.4K

% of Portfolio:0.2% ($573.4K/$381.7M)

SOUTHERN CO

SO|842587107

Shares:6.0K

Value:$555.0K

% of Portfolio:0.1% ($555.0K/$381.7M)

464287804

IJR|464287804

Shares:5.2K

Value:$544.2K

% of Portfolio:0.1% ($544.2K/$381.7M)

46641Q134

Shares:8.5K

Value:$540.1K

% of Portfolio:0.1% ($540.1K/$381.7M)

EQT Corp

EQT|26884L109

Shares:10.0K

Value:$536.9K

% of Portfolio:0.1% ($536.9K/$381.7M)

S&P Global Inc.

SPGI|78409V104

Shares:1.0K

Value:$532.5K

% of Portfolio:0.1% ($532.5K/$381.7M)

FISERV INC

FI|337738108

Shares:2.3K

Value:$512.1K

% of Portfolio:0.1% ($512.1K/$381.7M)

ADOBE INC.

ADBE|00724F101

Shares:1.3K

Value:$495.9K

% of Portfolio:0.1% ($495.9K/$381.7M)

MORGAN STANLEY

MS|617446448

Shares:4.2K

Value:$491.1K

% of Portfolio:0.1% ($491.1K/$381.7M)

Discover Financial Services

DFS|254709108

Shares:2.8K

Value:$485.1K

% of Portfolio:0.1% ($485.1K/$381.7M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:5.5K

Value:$481.1K

% of Portfolio:0.1% ($481.1K/$381.7M)

NetApp, Inc.

NTAP|64110D104

Shares:5.4K

Value:$471.0K

% of Portfolio:0.1% ($471.0K/$381.7M)

STARBUCKS CORP

SBUX|855244109

Shares:4.7K

Value:$457.1K

% of Portfolio:0.1% ($457.1K/$381.7M)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:932

Value:$451.2K

% of Portfolio:0.1% ($451.2K/$381.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Air Products & Chemicals, Inc.(APDcusip009158106)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$615.5K	0.2% ($615.5K/$381.7M)	QoQ NEW(+$615.5K) YoY NEW(+$615.5K)
(cusip46641Q266)✕	16.1K	QoQ +16.51% (+2.3K) YoY +7.63% (+1.1K)	All Managers (Combined)	$615.5K	0.2% ($615.5K/$381.7M)	QoQ +19.16% (+$99.0K) YoY +12.36% (+$67.7K)
Salesforce, Inc.(CRMcusip79466L302)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$609.2K	0.2% ($609.2K/$381.7M)	QoQ NEW(+$609.2K) YoY NEW(+$609.2K)
(IEMGcusip46434G103)	11.0K	QoQ NEW(+11.0K) YoY NEW(+11.0K)	All Managers (Combined)	$595.4K	0.2% ($595.4K/$381.7M)	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	0.2% ($591.6K/$381.7M)	QoQ NEW(+$591.6K) YoY NEW(+$591.6K)
BlackRock, Inc.(BLKcusip09290D101)	611	QoQ NEW(+611) YoY NEW(+611)	All Managers (Combined)	$578.3K	0.2% ($578.3K/$381.7M)	QoQ NEW(+$578.3K) YoY NEW(+$578.3K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	12.6K	QoQ -41.05% (-8.8K) YoY -61.22% (-20.0K)	All Managers (Combined)	$573.4K	0.2% ($573.4K/$381.7M)	QoQ -33.14% (-$284.3K) YoY -58.08% (-$794.6K)
SOUTHERN CO(SOcusip842587107)	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$555.0K	0.1% ($555.0K/$381.7M)	QoQ NEW(+$555.0K) YoY NEW(+$555.0K)
(IJRcusip464287804)	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$544.2K	0.1% ($544.2K/$381.7M)	QoQ NEW(+$544.2K) YoY NEW(+$544.2K)
(cusip46641Q134)✕	8.5K	QoQ NEW(+8.5K) YoY NEW(+8.5K)	All Managers (Combined)	$540.1K	0.1% ($540.1K/$381.7M)	QoQ NEW(+$540.1K) YoY NEW(+$540.1K)
EQT Corp(EQTcusip26884L109)	10.0K	QoQ +0.47% (+48) YoY -0.63% (-64)	All Managers (Combined)	$536.9K	0.1% ($536.9K/$381.7M)	QoQ +16.43% (+$75.8K) YoY +43.22% (-$162.0K)
S&P Global Inc.(SPGIcusip78409V104)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$532.5K	0.1% ($532.5K/$381.7M)	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	0.1% ($512.1K/$381.7M)	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	0.1% ($495.9K/$381.7M)	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	0.1% ($491.1K/$381.7M)	QoQ NEW(+$491.1K) YoY NEW(+$491.1K)
Discover Financial Services(DFScusip254709108)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$485.1K	0.1% ($485.1K/$381.7M)	QoQ NEW(+$485.1K) YoY NEW(+$485.1K)
MICRON TECHNOLOGY INC(MUcusip595112103)	5.5K	QoQ NEW(+5.5K) YoY NEW(+5.5K)	All Managers (Combined)	$481.1K	0.1% ($481.1K/$381.7M)	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	0.1% ($471.0K/$381.7M)	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	0.1% ($457.1K/$381.7M)	QoQ NEW(+$457.1K) YoY NEW(+$457.1K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	932	QoQ NEW(+932) YoY NEW(+932)	All Managers (Combined)	$451.2K	0.1% ($451.2K/$381.7M)	QoQ NEW(+$451.2K) YoY NEW(+$451.2K)