Portfolio (Quarterly)
Guide ↗
3Chopt Investment Partners, LLC
· CIK 0001978521| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | WFC | WELLS FARGO CO NEW | Financial Services | 50,523 | $4.7M | 1.05% | SOLD |
| 2 | COF | CAPITAL ONE FINL CORP | Financial Services | 11,636 | $2.8M | 0.63% | SOLD |
| 3 | ACGL | ARCH CAP GROUP LTD | Financial Services | 28,176 | $2.7M | 0.61% | SOLD |
| 4 | ORCL | ORACLE CORP | Technology | 10,061 | $2.0M | 0.44% | SOLD |
| 5 | C | CITIGROUP INC | Financial Services | 14,763 | $1.7M | 0.39% | SOLD |
| 6 | VONV | VANGUARD SCOTTSDALE FDS | — | 7,803 | $720K | 0.16% | SOLD |
| 7 | MS | MORGAN STANLEY | Financial Services | 3,957 | $702K | 0.16% | SOLD |
| 8 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 12,138 | $655K | 0.15% | SOLD |
| 9 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 1,122 | $291K | 0.07% | SOLD |
| 10 | CRBG | COREBRIDGE FINL INC | Financial Services | 8,831 | $266K | 0.06% | SOLD |
| 11 | PRU | PRUDENTIAL FINL INC | Financial Services | 2,128 | $240K | 0.05% | SOLD |
| 12 | ADSK | AUTODESK INC | Technology | 782 | $231K | 0.05% | SOLD |
| 13 | IDXX | IDEXX LABS INC | Healthcare | 301 | $204K | 0.05% | SOLD |
| 14 | NOW | SERVICENOW INC | Technology | 1,321 | $202K | 0.04% | SOLD |
| 15 | APH | AMPHENOL CORP NEW | Technology | 1,481 | $201K | 0.04% | SOLD |
| 16 | AI | C3 AI INC | Technology | 12,625 | $170K | 0.04% | SOLD |
| 17 | QUBT | QUANTUM COMPUTING INC | Technology | 15,761 | $162K | 0.04% | SOLD |
Sector Allocation
Technology
31.9%
Healthcare
11.6%
Communication Services
9.3%
Financial Services
9.1%
Consumer Defensive
8.9%
Industrials
8.1%
Consumer Cyclical
7.8%
Energy
6.9%
Utilities
4.1%
Real Estate
1.2%