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CIK: 0001978521
Total reported value
$532.1M
$532.1M
230 檔
24.9%
In Q3 2025, 3Chopt Investment Partners, LLC's U.S. equity holdings reached a combined market value of $532.1M, distributed across 230 disclosed stock positions.
3Chopt Investment Partners, LLC executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 6 holdings and trimming 19 positions.
Showing top 200 holdings (of 230 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.47% | -0.37% | -8.93% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.14% | -0.04% | -0.93% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 5.52% | +0.32% | -1.70% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.32% | +0.04% | -0.16% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.66% | -0.05% | +0.98% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.56% | +0.14% | -0.75% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.03% | +0.06% | -1.28% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.93% | -0.21% | +2.65% | |
| 9 | VST | Vistra CORP | Stock-Utilities | 1.86% | -0.19% | -4.14% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.86% | -0.27% | +3.53% | |
| 11 | MCK | Mckesson CORP | Stock-Healthcare | 1.40% | -0.48% | -1.41% | |
| 12 | PM | Philip Morris International | Stock-Consumer Staples | 1.38% | -0.16% | -1.15% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | -0.16% | -0.33% | |
| 14 | BBUS | Jpmorgan Betabuilders US Equ | ETF-Other | 1.27% | -0.13% | +9.59% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.19% | +0.70% | |
| 16 | MO | Altria Group Inc | Stock-Consumer Staples | 1.11% | -0.14% | +1.64% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.11% | -0.08% | +1.63% | |
| 18 | WFC | Wells Fargo & Co | Stock-Financials | 1.01% | +0.79% | NEW | |
| 19 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.98% | -0.18% | +0.63% | |
| 20 | WMB | Williams Cos Inc | Stock-Energy | 0.97% | -0.19% | -0.32% | |
| 21 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.95% | -0.26% | +3.18% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.16% | +1.44% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.16% | +0.42% | |
| 24 | DBX | Dropbox Inc-class A | Stock-Tech | 0.91% | -0.41% | +0.99% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.86% | +0.14% | +39.43% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.85% | +0.24% | -0.54% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | -0.09% | +2.95% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.23% | +0.16% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.07% | -0.69% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.76% | -0.09% | -3.03% | |
| 31 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 0.74% | +0.02% | — | |
| 32 | PGR | Progressive CORP | Stock-Financials | 0.73% | -0.04% | -0.50% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.72% | -0.05% | +2.23% | |
| 34 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.72% | -0.07% | +1.82% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.64% | +0.01% | -1.97% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.63% | +0.27% | NEW | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.33% | -2.85% | |
| 38 | ACGL | Arch Capital Group Ltd. | Stock-Financials | 0.60% | +0.45% | NEW | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.06% | -7.21% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.60% | -0.08% | +0.71% | |
| 41 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.60% | -0.20% | +6.65% | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.60% | -0.09% | -0.74% | |
| 43 | COF | Capital One Financial CORP | Stock-Financials | 0.57% | +0.39% | NEW | |
| 44 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.11% | -1.90% | |
| 45 | NVR | Nvr Inc | Stock-Consumer Disc | 0.54% | -0.12% | -26.60% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.51% | -0.07% | -25.00% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.51% | -0.03% | +10.69% | |
| 48 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.50% | -0.11% | +0.91% | |
| 49 | CI | THE Cigna Group | Stock-Healthcare | 0.50% | -0.06% | -1.79% | |
| 50 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.49% | -0.09% | -1.81% |
| # | 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 |
According to official SEC Form 13F filings, 3Chopt Investment Partners, LLC reported a total U.S. public equity portfolio value of $532.1M across 230 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, NVDA, VB) accounted for 24.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
GLOF
市值: $2.0M
Top Position Liquidated / Trimmed
PHM
前期市值: $2.5M
During Q3 2025, 3Chopt Investment Partners, LLC's top holdings by market value included VOO (11.5%)、NVDA (6.1%)、VB (5.5%). The largest single position, VOO, represented 11.5% of total portfolio value.
In Q3 2025, 3Chopt Investment Partners, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 19 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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