Latest 3Chopt Investment Partners, LLC Stock Portfolio

3Chopt Investment Partners, LLC Performance:

2025 Q2: 2.93%YTD: 0.21%2024: 7.77%

Performance for 2025 Q2 is 2.93%, and YTD is 0.21%, and 2024 is 7.77%.

About 3Chopt Investment Partners, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, 3Chopt Investment Partners, LLC reported an equity portfolio of $415.9 Millions as of 30 Jun, 2025.

The top stock holdings of 3Chopt Investment Partners, LLC are VB, NVDA, VB. The fund has invested 12.3% of it's portfolio in VANGUARD INDEX FDS and 5.5% of portfolio in NVIDIA CORPORATION.

The fund managers got completely rid off AES CORP (AES), SPDR INDEX SHS FDS (CWI) and DISCOVER FINL SVCS (DFS) stocks. They significantly reduced their stock positions in PULTE GROUP INC (PHM), J P MORGAN EXCHANGE TRADED F and COMCAST CORP NEW (CMCSA). 3Chopt Investment Partners, LLC opened new stock positions in ISHARES TR (ACWF), RALPH LAUREN CORP (RL) and EXPEDIA GROUP INC (EXPE). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), OREILLY AUTOMOTIVE INC (ORLY) and ISHARES TR (IJR).

3Chopt Investment Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that 3Chopt Investment Partners, LLC made a return of 2.93% in the last quarter. In trailing 12 months, it's portfolio return was 5.83%.

New Buys

Ticker	$ Bought
ishares tr	1,856,080
ralph lauren corp	839,062
expedia group inc	511,269
tapestry inc	380,744
williams sonoma inc	362,028
f5 inc	349,358
constellation energy corp	336,961
shake shack inc	302,009

New stocks bought by 3Chopt Investment Partners, LLC

Additions

Ticker	% Inc.
j p morgan exchange traded f	4,047
oreilly automotive inc	1,384
ishares tr	1,161
cf inds hldgs inc	399
j p morgan exchange traded f	150
vanguard intl equity index f	124
j p morgan exchange traded f	122
fastenal co	116

Additions to existing portfolio by 3Chopt Investment Partners, LLC

Reductions

Ticker	% Reduced
pulte group inc	-89.86
j p morgan exchange traded f	-75.97
ge vernova inc	-67.78
comcast corp new	-63.63
crh plc	-63.49
ishares tr	-54.79
ishares tr	-40.71
ishares inc	-37.84

3Chopt Investment Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
aes corp	-1,134,060
spdr index shs fds	-671,348
bloom energy corp	-399,373
smurfit westrock plc	-393,464
enterprise prods partners l	-211,668
netapp inc	-470,998
schwab strategic tr	-125,659
discover finl svcs	-485,129

3Chopt Investment Partners, LLC got rid off the above stocks

Sector Distribution

3Chopt Investment Partners, LLC has about 33.2% of it's holdings in Others sector.

Sector	%
Others	33.2
Technology	19.8
Financial Services	8.8
Healthcare	7.6
Consumer Defensive	6.2
Consumer Cyclical	6
Communication Services	5.4
Industrials	4.8
Energy	3.5
Utilities	3.3

Market Cap. Distribution

3Chopt Investment Partners, LLC has about 65.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	34
UNALLOCATED	33.4
MEGA-CAP	31.2
MID-CAP	1.3

Stocks belong to which Index?

About 62.5% of the stocks held by 3Chopt Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	62.5
Others	37.2

Top 5 Winners (%)		%
AVGO	broadcom inc	64.3 %
VST	vistra corp	63.6 %
ORCL	oracle corp	54.3 %
NVDA	nvidia corporation	43.5 %
SMCI	super micro computer inc	43.0 %

Top 5 Winners ($)		$
NVDA	nvidia corporation	7.6 M
VST	vistra corp	3.4 M
AVGO	broadcom inc	3.0 M
MSFT	microsoft corp	2.7 M
META	meta platforms inc	1.8 M

Top 5 Losers (%)		%
ORLY	oreilly automotive inc	-93.5 %
FAST	fastenal co	-44.6 %
UNH	unitedhealth group inc	-40.4 %
BMY	bristol-myers squibb co	-22.6 %
TMO	thermo fisher scientific inc	-18.4 %

Top 5 Losers ($)		$
ORLY	oreilly automotive inc	-14.9 M
AAPL	apple inc	-1.2 M
BMY	bristol-myers squibb co	-0.8 M
UNH	unitedhealth group inc	-0.4 M
MRK	merck & co inc	-0.4 M

3Chopt Investment Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of 3Chopt Investment Partners, LLC

3Chopt Investment Partners, LLC has 226 stocks in it's portfolio. About 39.4% of the portfolio is in top 10 stocks. ORLY proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for 3Chopt Investment Partners, LLC last quarter.

Last Reported on: 24 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	VB	vanguard index fds	12.35	90,176	51,380,300	added	3.24
Historical Trend of VANGUARD INDEX FDS Position Held By 3Chopt Investment Partners, LLC What % of Portfolio is VB?: Number of VB shares held: Change in No. of Shares Held:
	NVDA	nvidia corporation	5.54	145,912	23,054,100	reduced	-9.11

	VB	vanguard index fds	5.53	96,690	22,989,800	reduced	-0.82

	AAPL	apple inc	3.69	74,767	15,339,900	added	5.45

	MSFT	microsoft corp	2.67	22,358	11,121,200	added	1.61

	VST	vistra corp	2.03	43,553	8,441,010	reduced	-4.5

	GOOG	alphabet inc	1.98	46,495	8,247,750	reduced	-1.32

		berkshire hathaway inc del	1.92	16,430	7,981,200	reduced	-2.17

	META	meta platforms inc	1.91	10,751	7,935,220	reduced	-11.02

	AVGO	broadcom inc	1.82	27,436	7,562,730	reduced	-1.05

	PM	philip morris intl inc	1.67	37,740	6,924,540	reduced	-2.38

	MCK	mckesson corp	1.42	8,068	5,917,840	reduced	-0.23

	AMZN	amazon com inc	1.28	24,304	5,332,060	added	2.88

	JPM	jpmorgan chase & co.	1.25	17,993	5,216,350	reduced	-0.42

	BBAX	j p morgan exchange traded f	1.14	42,242	4,727,720	reduced	-13.5

	BKNG	booking holdings inc	1.10	794	4,596,660	added	10.74

	VEU	vanguard intl equity index f	1.08	67,109	4,511,070	added	1.9

	CHKP	check point software tech lt	1.04	19,579	4,331,850	added	0.04

	MO	altria group inc	1.03	71,641	4,273,190	added	2.14

	WFC	wells fargo co new	1.02	53,147	4,258,150	added	3.62