3Chopt Investment Partners, LLC — Q3 2025 13F Holdings

Name: 3Chopt Investment Partners, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001978521

Total reported value

$437.1M

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Full holdings list this quarter

Showing top 200 holdings (of 230 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	11.47%	+0.58%	-8.93%
2	NVDA	Nvidia CORP	Stock-Tech	6.14%	—	-0.93%
3	VB	Vanguard Small-cap ETF	ETF-Other	5.52%	+0.39%	-1.70%
4	AAPL	Apple INC	Stock-Tech	4.32%	—	-0.16%
5	MSFT	Microsoft CORP	Stock-Tech	2.66%	-0.22%	+0.98%
6	GOOG	Alphabet Inc-cl C	Stock-Comm Services	2.56%	-0.15%	-0.75%
7	AVGO	Broadcom INC	Stock-Tech	2.03%	-0.17%	-1.28%
8	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.93%	—	+2.65%
9	VST	Vistra CORP	Stock-Utilities	1.86%	-0.11%	-4.14%
10	META	Meta Platforms Inc-class A	Stock-Comm Services	1.86%	-0.21%	+3.53%
11	MCK	Mckesson CORP	Stock-Healthcare	1.40%	+0.13%	-1.41%
12	PM	Philip Morris International	Stock-Consumer Staples	1.38%	—	-1.15%
13	JPM	Jpmorgan Chase & Co	Stock-Financials	1.29%	-0.10%	-0.33%
14	BBUS	Jpmorgan Betabuilders US Equ	ETF-Other	1.27%	—	+9.59%
15	AMZN	Amazon.com INC	Stock-Consumer Disc	1.22%	-0.09%	+0.70%
16	MO	Altria Group INC	Stock-Consumer Staples	1.11%	+0.15%	+1.64%
17	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	1.11%	—	+1.63%
18	WFC	Wells Fargo & Co	Stock-Financials	1.01%	-1.06%	EXIT
19	BKNG	Booking Holdings INC	Stock-Consumer Disc	0.98%	-0.20%	+0.63%
20	WMB	Williams Cos INC	Stock-Energy	0.97%	+0.22%	-0.32%
21	CHKP	Check Point Software Technologies Ltd.	Stock-Tech	0.95%	-0.18%	+3.18%
22	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.93%	-0.08%	+1.44%
23	JNJ	Johnson & Johnson	Stock-Healthcare	0.93%	+0.18%	+0.42%
24	DBX	Dropbox Inc-class A	Stock-Tech	0.91%	-0.18%	+0.99%
25	LLY	Eli Lilly & Co	Stock-Healthcare	0.86%	-0.11%	+39.43%
26	CSCO	Cisco Systems INC	Stock-Tech	0.85%	—	-0.54%
27	ABBV	Abbvie INC	Stock-Healthcare	0.81%	—	+2.95%
28	WMT	Walmart INC	Stock-Consumer Staples	0.79%	+0.16%	+0.16%
29	TSLA	Tesla INC	Stock-Consumer Disc	0.78%	-0.11%	-0.69%
30	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.76%	—	-3.03%
31	JMOM	Jpmorgan US Momentum Factor	ETF-Other	0.74%	—	—
32	PGR	Progressive CORP	Stock-Financials	0.73%	-0.07%	-0.50%
33	QCOM	Qualcomm INC	Stock-Tech	0.72%	-0.23%	+2.23%
34	NSC	Norfolk Southern CORP	Stock-Industrials	0.72%	—	+1.82%
35	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	0.64%	—	-1.97%
36	ORCL	Oracle CORP	Stock-Tech	0.63%	-0.44%	EXIT
37	XOM	Exxon Mobil CORP	Stock-Energy	0.62%	+0.30%	-2.85%
38	ACGL	Arch Capital Group Ltd.	Stock-Financials	0.60%	-0.61%	EXIT
39	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.60%	—	-7.21%
40	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.60%	—	+0.71%
41	GILD	Gilead Sciences INC	Stock-Healthcare	0.60%	+0.09%	+6.65%
42	BAC	Bank Of America CORP	Stock-Financials	0.60%	—	-0.74%
43	COF	Capital One Financial CORP	Stock-Financials	0.57%	-0.63%	EXIT
44	RTX	Rtx CORP	Stock-Industrials	0.55%	—	-1.90%
45	NVR	Nvr INC	Stock-Consumer Disc	0.54%	-0.09%	-26.60%
46	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.51%	—	-25.00%
47	MA	Mastercard INC - A	Stock-Financials	0.51%	—	+10.69%
48	SCHW	Schwab (charles) CORP	Stock-Financials	0.50%	—	+0.91%
49	CI	THE Cigna Group	Stock-Healthcare	0.50%	—	-1.79%
50	MPC	Marathon Petroleum CORP	Stock-Energy	0.49%	+0.21%	-1.81%

1–50 of 200

Holding changes this quarter

Position changes disclosed by 3Chopt Investment Partners, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	NVDA	Nvidia CORP	+1.6%	-0.93%	Trim
2	AVGO	Broadcom INC	+0.8%	-1.28%	Trim
3	GOOG	Alphabet Inc-cl C	+0.6%	-0.75%	Trim
4	MSFT	Microsoft CORP	+0.5%	+0.98%	Add
5	VST	Vistra CORP	+0.5%	-4.14%	Trim
6	JMOM	Jpmorgan US Momentum Factor	+0.4%	—	Add
7	TSLA	Tesla INC	+0.3%	-0.69%	Add
8	CF	Cf Industries Holdings INC	+0.3%	+11.88%	Add
9	GOOGL	Alphabet Inc-cl A	+0.3%	+1.44%	Add
10	ORCL	Oracle CORP	+0.3%	-1.09%	Trim
11	KLAC	Kla CORP	+0.2%	+150.78%	Add
12	ADBE	Adobe INC	+0.2%	+65.27%	Add
13	LRCX	Lam Research CORP	+0.2%	+32.90%	Add
14	AAPL	Apple INC	+0.2%	-0.16%	Add
15	EFA	Ishares Msci Eafe ETF	+0.2%	—	Add
16	COF	Capital One Financial CORP	+0.2%	-8.22%	Add
17	JIRE	Jpmorgan Int Res Enh Eqty	+0.1%	+36.52%	Add
18	JPM	Jpmorgan Chase & Co	+0.1%	-0.33%	Trim
19	BKNG	Booking Holdings INC	+0.1%	+0.63%	Add
20	NSC	Norfolk Southern CORP	+0.1%	+1.82%	Add
21	C	Citigroup INC	+0.1%	-3.39%	Add
22	VEU	Vanguard Ftse All-world Ex-u	+0.1%	+1.63%	Add
23	WFC	Wells Fargo & Co	+0.1%	-0.64%	Add
24	META	Meta Platforms Inc-class A	0%	+3.53%	Trim
25	AMZN	Amazon.com INC	0%	+0.70%	Add
26	QCOM	Qualcomm INC	0%	+2.23%	Add
27	DBX	Dropbox Inc-class A	0%	+0.99%	Add
28	MO	Altria Group INC	0%	+1.64%	Add
29	BBUS	Jpmorgan Betabuilders US Equ	0%	+9.59%	Trim
30	MCK	Mckesson CORP	0%	-1.41%	Trim
31	VB	Vanguard Small-cap ETF	-0.1%	-1.70%	Trim
32	CRH	CRH plc	-0.2%	-13.06%	Trim
33	PG	Procter & Gamble Co/the	-0.2%	-7.21%	Trim
34	VRTX	Vertex Pharmaceuticals INC	-0.3%	-9.75%	Trim
35	NVR	Nvr INC	-0.3%	-26.60%	Trim
36	VOO	Vanguard S&p 500 ETF	-0.3%	-8.93%	Trim
37	BRK-A	Berkshire Hathaway Inc-cl A	-0.3%	-25.00%	Trim
38	JGLO	Jpmorgan Glbl Slct Eq ETF	-0.5%	-10.50%	Trim
39	MRK	Merck & Co. INC.	-0.5%	-34.67%	Trim
40	BMY	Bristol-myers Squibb Co	-0.6%	-57.86%	Trim
41	PHM	Pultegroup INC	—	EXIT	Sold out
42	GLOF	Ishares Global Equity Factor	—	NEW	New buy
43	AES	Aes CORP	—	EXIT	Sold out
44	CMCSA	Comcast Corp-class A	—	EXIT	Sold out
45	RL	Ralph Lauren CORP	—	NEW	New buy
46	CWI	State Street Spdr Msci Acwi	—	EXIT	Sold out
47	FIS	Fidelity National Info Serv	—	EXIT	Sold out
48	OC	Owens Corning	—	EXIT	Sold out
49	EXPE	Expedia Group INC	—	NEW	New buy
50	TPR	Tapestry INC	—	NEW	New buy