3chopt Investment Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001978521

Type: FundHoldings: 228Value: $381.7MLatest: 2025Q1

3Chopt Investment Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 228 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 12

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922908363

VOO|922908363

Shares:87.3K

Value:$44.9M

% of Portfolio:11.8% ($44.9M/$381.7M)

922908751

VB|922908751

Shares:97.5K

Value:$21.6M

% of Portfolio:5.7% ($21.6M/$381.7M)

NVIDIA CORP

NVDA|67066G104

Shares:160.5K

Value:$17.4M

% of Portfolio:4.6% ($17.4M/$381.7M)

Apple Inc.

AAPL|037833100

Shares:70.9K

Value:$15.8M

% of Portfolio:4.1% ($15.8M/$381.7M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:16.8K

Value:$8.9M

% of Portfolio:2.3% ($8.9M/$381.7M)

MICROSOFT CORP

MSFT|594918104

Shares:22.0K

Value:$8.3M

% of Portfolio:2.2% ($8.3M/$381.7M)

Alphabet Inc.

GOOG|02079K107

Shares:47.1K

Value:$7.4M

% of Portfolio:1.9% ($7.4M/$381.7M)

Meta Platforms, Inc.

META|30303M102

Shares:12.1K

Value:$7.0M

% of Portfolio:1.8% ($7.0M/$381.7M)

Philip Morris International Inc.

PM|718172109

Shares:38.7K

Value:$6.2M

% of Portfolio:1.6% ($6.2M/$381.7M)

MCKESSON CORP

MCK|58155Q103

Shares:8.1K

Value:$5.4M

% of Portfolio:1.4% ($5.4M/$381.7M)

Vistra Corp.

VST|92840M102

Shares:45.6K

Value:$5.4M

% of Portfolio:1.4% ($5.4M/$381.7M)

46641Q399

BBUS|46641Q399

Shares:48.8K

Value:$4.9M

% of Portfolio:1.3% ($4.9M/$381.7M)

Broadcom Inc.

AVGO|11135F101

Shares:27.7K

Value:$4.6M

% of Portfolio:1.2% ($4.6M/$381.7M)

AMAZON COM INC

AMZN|023135106

Shares:23.6K

Value:$4.5M

% of Portfolio:1.2% ($4.5M/$381.7M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:19.6K

Value:$4.5M

% of Portfolio:1.2% ($4.5M/$381.7M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:18.1K

Value:$4.4M

% of Portfolio:1.2% ($4.4M/$381.7M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:70.1K

Value:$4.3M

% of Portfolio:1.1% ($4.3M/$381.7M)

922042775

VEU|922042775

Shares:65.9K

Value:$4.0M

% of Portfolio:1.0% ($4.0M/$381.7M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:66.5K

Value:$4.0M

% of Portfolio:1.0% ($4.0M/$381.7M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:13.3K

Value:$3.8M

% of Portfolio:1.0% ($3.8M/$381.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	87.3K	QoQ -1.97% (-1.8K) YoY -1.03% (-910)	All Managers (Combined)	$44.9M	11.8% ($44.9M/$381.7M)	QoQ -6.50% (-$3.1M) YoY +5.80% (-$2.5M)
(VBcusip922908751)	97.5K	QoQ +3.28% (-3.1K) YoY +2.83% (-2.7K)	All Managers (Combined)	$21.6M	5.7% ($21.6M/$381.7M)	QoQ -4.67% (-$1.1M) YoY -0.24% (-$52.6K)
NVIDIA CORP(NVDAcusip67066G104)	160.5K	QoQ +2.78% (-4.3K) YoY +987.37% (+145.8K)	All Managers (Combined)	$17.4M	4.6% ($17.4M/$381.7M)	QoQ -17.03% (-$3.6M) YoY +30.43% (+$4.1M)
Apple Inc.(AAPLcusip037833100)	70.9K	QoQ +18.32% (+11.0K) YoY +6.98% (+4.6K)	All Managers (Combined)	$15.8M	4.1% ($15.8M/$381.7M)	QoQ +4.95% (+$744.2K) YoY +38.57% (+$4.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	16.8K	QoQ +0.53% (+89) YoY +2.06% (+339)	All Managers (Combined)	$8.9M	2.3% ($8.9M/$381.7M)	QoQ +18.12% (+$1.4M) YoY +29.25% (+$2.0M)
MICROSOFT CORP(MSFTcusip594918104)	22.0K	QoQ +38.75% (+6.1K) YoY +51.19% (+7.5K)	All Managers (Combined)	$8.3M	2.2% ($8.3M/$381.7M)	QoQ +23.57% (+$1.6M) YoY +34.90% (+$2.1M)
Alphabet Inc.(GOOGcusip02079K107)	47.1K	QoQ +1.30% (-606) YoY +0.67% (+315)	All Managers (Combined)	$7.4M	1.9% ($7.4M/$381.7M)	QoQ -16.89% (-$1.5M) YoY +3.29% (+$235.0K)
Meta Platforms, Inc.(METAcusip30303M102)	12.1K	QoQ +24.31% (+2.4K) YoY +32.21% (+2.9K)	All Managers (Combined)	$7.0M	1.8% ($7.0M/$381.7M)	QoQ +22.36% (+$1.3M) YoY +56.93% (+$2.5M)
Philip Morris International Inc.(PMcusip718172109)	38.7K	QoQ +13.26% (+4.5K) YoY +10.11% (+3.5K)	All Managers (Combined)	$6.2M	1.6% ($6.2M/$381.7M)	QoQ +48.98% (+$2.0M) YoY +89.69% (+$2.9M)
MCKESSON CORP(MCKcusip58155Q103)	8.1K	QoQ -0.29% (-24) YoY -2.99% (-250)	All Managers (Combined)	$5.4M	1.4% ($5.4M/$381.7M)	QoQ +17.71% (-$819.9K) YoY +21.58% (-$967.3K)
Vistra Corp.(VSTcusip92840M102)	45.6K	QoQ -4.12% (-2.0K) YoY -19.99% (-11.4K)	All Managers (Combined)	$5.4M	1.4% ($5.4M/$381.7M)	QoQ -18.33% (-$1.2M) YoY +34.89% (-$1.4M)
(BBUScusip46641Q399)	48.8K	QoQ +23.37% (+9.3K) YoY +58.31% (+18.0K)	All Managers (Combined)	$4.9M	1.3% ($4.9M/$381.7M)	QoQ +17.51% (+$734.4K) YoY +69.14% (+$2.0M)
Broadcom Inc.(AVGOcusip11135F101)	27.7K	QoQ +0.51% (-143) YoY +730.86% (+24.4K)	All Managers (Combined)	$4.6M	1.2% ($4.6M/$381.7M)	QoQ -27.40% (-$1.8M) YoY +4.95% (+$219.3K)
AMAZON COM INC(AMZNcusip023135106)	23.6K	QoQ +39.24% (+6.7K) YoY +55.96% (+8.5K)	All Managers (Combined)	$4.5M	1.2% ($4.5M/$381.7M)	QoQ +20.75% (+$772.5K) YoY +64.50% (+$1.8M)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	19.6K	QoQ +0.28% (+56) YoY +2.90% (+552)	All Managers (Combined)	$4.5M	1.2% ($4.5M/$381.7M)	QoQ +22.42% (+$817.2K) YoY +43.00% (+$1.3M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	18.1K	QoQ +3.66% (+638) YoY +4.45% (+771)	All Managers (Combined)	$4.4M	1.2% ($4.4M/$381.7M)	QoQ +6.07% (+$253.9K) YoY +27.92% (+$967.5K)
ALTRIA GROUP, INC.(MOcusip02209S103)	70.1K	QoQ +9.97% (+6.4K) YoY +6.92% (+4.5K)	All Managers (Combined)	$4.3M	1.1% ($4.3M/$381.7M)	QoQ +25.91% (+$881.1K) YoY +46.34% (+$1.4M)
(VEUcusip922042775)	65.9K	QoQ +5.58% (+3.5K) YoY +39.55% (+18.7K)	All Managers (Combined)	$4.0M	1.0% ($4.0M/$381.7M)	QoQ +11.56% (+$414.0K) YoY +44.34% (+$1.2M)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	66.5K	QoQ -0.30% (-205) YoY +0.45% (+301)	All Managers (Combined)	$4.0M	1.0% ($4.0M/$381.7M)	QoQ +10.08% (-$364.2K) YoY +54.04% (+$1.4M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	13.3K	QoQ -2.74% (-374) YoY -4.68% (-652)	All Managers (Combined)	$3.8M	1.0% ($3.8M/$381.7M)	QoQ +14.87% (-$485.8K) YoY +30.42% (-$875.4K)