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Portfolio (Quarterly) Guide ↗

3Chopt Investment Partners, LLC

· CIK 0001978521
13F Portfolio $446M AUM 231 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 231 New
Page 11 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LIN LINDE PLC Basic Materials 519.0 $221K 0.05% NEW $426.39 +20.1%
202 WAB WABTEC Industrials 1,023.0 $218K 0.05% NEW $213.45 +28.3%
203 PFE PFIZER INC Healthcare 8,761.0 $218K 0.05% NEW $24.90 +1.2%
204 CDNS CADENCE DESIGN SYSTEM INC Technology 697.0 $218K 0.05% NEW $312.58 +23.9%
205 JIVE J P MORGAN EXCHANGE TRADED F 2,689.0 $216K 0.05% NEW $80.28 +17.0%
206 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 589.0 $206K 0.05% NEW $350.55 +10.8%
207 ENB ENBRIDGE INC Energy 4,310.0 $206K 0.05% NEW $47.83 +14.0%
208 IDXX IDEXX LABS INC Healthcare 301.0 $204K 0.05% NEW $676.53 -16.9%
209 NOW SERVICENOW INC Technology 1,321.0 $202K 0.04% NEW $153.19 -38.0%
210 UNP UNION PAC CORP Industrials 871.0 $201K 0.04% NEW $231.32 +11.0%
211 APH AMPHENOL CORP NEW Technology 1,481.0 $201K 0.04% NEW $135.52 +21.0%
212 PLUG PLUG POWER INC Industrials 92,750.0 $183K 0.04% NEW $1.97 +44.7%
213 AI C3 AI INC Technology 12,625.0 $170K 0.04% NEW $13.48 -23.6%
214 JIG J P MORGAN EXCHANGE TRADED F 2,259.0 $166K 0.04% NEW $73.34 +20.0%
215 QUBT QUANTUM COMPUTING INC Technology 15,761.0 $162K 0.04% NEW $10.26 +4.9%
216 ITOT ISHARES TR 1,000.0 $149K 0.03% NEW $148.69 +10.2%
217 JPEF J P MORGAN EXCHANGE TRADED F 1,885.0 $141K 0.03% NEW $74.69 +7.3%
218 VT VANGUARD INTL EQUITY INDEX F 849.0 $120K 0.03% NEW $141.01 +11.8%
219 IJH ISHARES TR 1,745.0 $115K 0.03% NEW $66.00 +14.8%
220 JEPI J P MORGAN EXCHANGE TRADED F 1,966.0 $113K 0.03% NEW $57.67 -2.7%
Page 11 of 12  ·  231 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.4%
Financial Services 13.7%
Healthcare 11.2%
Communication Services 9.7%
Consumer Cyclical 8.0%
Consumer Defensive 7.9%
Industrials 6.8%
Energy 4.7%
Utilities 3.8%
Real Estate 1.1%