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 8 of 12

Sort by:

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:8.9K

Value:$446.2K

% of Portfolio:0.1% ($446.2K/$381.7M)

UNIVERSAL CORP /VA/

UVV|913456109

Shares:7.8K

Value:$437.2K

% of Portfolio:0.1% ($437.2K/$381.7M)

ANALOG DEVICES INC

ADI|032654105

Shares:2.0K

Value:$409.6K

% of Portfolio:0.1% ($409.6K/$381.7M)

NETFLIX INC

NFLX|64110L106

Shares:439

Value:$409.4K

% of Portfolio:0.1% ($409.4K/$381.7M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:821

Value:$408.9K

% of Portfolio:0.1% ($408.9K/$381.7M)

KLA CORP

KLAC|482480100

Shares:591

Value:$401.8K

% of Portfolio:0.1% ($401.8K/$381.7M)

Bloom Energy Corp

BE|093712107

Shares:20.3K

Value:$399.4K

% of Portfolio:0.1% ($399.4K/$381.7M)

AMGEN INC

AMGN|031162100

Shares:1.3K

Value:$395.4K

% of Portfolio:0.1% ($395.4K/$381.7M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:3.6K

Value:$395.2K

% of Portfolio:0.1% ($395.2K/$381.7M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:4.2K

Value:$394.7K

% of Portfolio:0.1% ($394.7K/$381.7M)

Smurfit Westrock plc

SW|G8267P108

Shares:8.7K

Value:$393.5K

% of Portfolio:0.1% ($393.5K/$381.7M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.3K

Value:$389.0K

% of Portfolio:0.1% ($389.0K/$381.7M)

464287721

Shares:2.7K

Value:$385.6K

% of Portfolio:0.1% ($385.6K/$381.7M)

AUTOZONE INC

AZO|053332102

Shares:101

Value:$385.1K

% of Portfolio:0.1% ($385.1K/$381.7M)

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:1.8K

Value:$382.4K

% of Portfolio:0.1% ($382.4K/$381.7M)

TEXTRON INC

TXT|883203101

Shares:5.2K

Value:$373.3K

% of Portfolio:0.1% ($373.3K/$381.7M)

JONES LANG LASALLE INC

JLL|48020Q107

Shares:1.5K

Value:$373.1K

% of Portfolio:0.1% ($373.1K/$381.7M)

Trane Technologies plc

TT|G8994E103

Shares:1.1K

Value:$364.9K

% of Portfolio:0.1% ($364.9K/$381.7M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.6K

Value:$363.0K

% of Portfolio:0.1% ($363.0K/$381.7M)

INTUIT INC.

INTU|461202103

Shares:587

Value:$360.4K

% of Portfolio:0.1% ($360.4K/$381.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	8.9K	QoQ NEW(+8.9K) YoY NEW(+8.9K)	All Managers (Combined)	$446.2K	0.1% ($446.2K/$381.7M)	QoQ NEW(+$446.2K) YoY NEW(+$446.2K)
UNIVERSAL CORP /VA/(UVVcusip913456109)	7.8K	QoQ NEW(+7.8K) YoY NEW(+7.8K)	All Managers (Combined)	$437.2K	0.1% ($437.2K/$381.7M)	QoQ NEW(+$437.2K) YoY NEW(+$437.2K)
ANALOG DEVICES INC(ADIcusip032654105)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$409.6K	0.1% ($409.6K/$381.7M)	QoQ NEW(+$409.6K) YoY NEW(+$409.6K)
NETFLIX INC(NFLXcusip64110L106)	439	QoQ NEW(+439) YoY NEW(+439)	All Managers (Combined)	$409.4K	0.1% ($409.4K/$381.7M)	QoQ NEW(+$409.4K) YoY NEW(+$409.4K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	821	QoQ NEW(+821) YoY NEW(+821)	All Managers (Combined)	$408.9K	0.1% ($408.9K/$381.7M)	QoQ NEW(+$408.9K) YoY NEW(+$408.9K)
KLA CORP(KLACcusip482480100)	591	QoQ NEW(+591) YoY NEW(+591)	All Managers (Combined)	$401.8K	0.1% ($401.8K/$381.7M)	QoQ NEW(+$401.8K) YoY NEW(+$401.8K)
Bloom Energy Corp(BEcusip093712107)	20.3K	QoQ NEW(+20.3K) YoY NEW(+20.3K)	All Managers (Combined)	$399.4K	0.1% ($399.4K/$381.7M)	QoQ NEW(+$399.4K) YoY NEW(+$399.4K)
AMGEN INC(AMGNcusip031162100)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$395.4K	0.1% ($395.4K/$381.7M)	QoQ NEW(+$395.4K) YoY NEW(+$395.4K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$395.2K	0.1% ($395.2K/$381.7M)	QoQ NEW(+$395.2K) YoY NEW(+$395.2K)
COLGATE PALMOLIVE CO(CLcusip194162103)	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$394.7K	0.1% ($394.7K/$381.7M)	QoQ NEW(+$394.7K) YoY NEW(+$394.7K)
Smurfit Westrock plc(SWcusipG8267P108)	8.7K	QoQ NEW(+8.7K) YoY NEW(+8.7K)	All Managers (Combined)	$393.5K	0.1% ($393.5K/$381.7M)	QoQ NEW(+$393.5K) YoY NEW(+$393.5K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$389.0K	0.1% ($389.0K/$381.7M)	QoQ NEW(+$389.0K) YoY NEW(+$389.0K)
(cusip464287721)✕	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$385.6K	0.1% ($385.6K/$381.7M)	QoQ NEW(+$385.6K) YoY NEW(+$385.6K)
AUTOZONE INC(AZOcusip053332102)	101	QoQ NEW(+101) YoY NEW(+101)	All Managers (Combined)	$385.1K	0.1% ($385.1K/$381.7M)	QoQ NEW(+$385.1K) YoY NEW(+$385.1K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$382.4K	0.1% ($382.4K/$381.7M)	QoQ NEW(+$382.4K) YoY NEW(+$382.4K)
TEXTRON INC(TXTcusip883203101)	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$373.3K	0.1% ($373.3K/$381.7M)	QoQ NEW(+$373.3K) YoY NEW(+$373.3K)
JONES LANG LASALLE INC(JLLcusip48020Q107)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$373.1K	0.1% ($373.1K/$381.7M)	QoQ NEW(+$373.1K) YoY NEW(+$373.1K)
Trane Technologies plc(TTcusipG8994E103)	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$364.9K	0.1% ($364.9K/$381.7M)	QoQ NEW(+$364.9K) YoY NEW(+$364.9K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$363.0K	0.1% ($363.0K/$381.7M)	QoQ NEW(+$363.0K) YoY NEW(+$363.0K)
INTUIT INC.(INTUcusip461202103)	587	QoQ NEW(+587) YoY NEW(+587)	All Managers (Combined)	$360.4K	0.1% ($360.4K/$381.7M)	QoQ NEW(+$360.4K) YoY NEW(+$360.4K)