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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 3 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 22,799.0 $2.7M 0.61% NEW $120.34 +14.5%
42 ACGL ARCH CAP GROUP LTD Financial Services 28,176.0 $2.7M 0.61% NEW $95.92 -4.9%
43 IEFA ISHARES TR 29,892.0 $2.7M 0.60% NEW $89.46 +8.8%
44 RTX RTX CORPORATION Industrials 14,208.0 $2.6M 0.58% NEW $183.40 +1.2%
45 PG PROCTER AND GAMBLE CO Consumer Defensive 16,693.0 $2.4M 0.54% NEW $143.31 +4.9%
46 SCHW SCHWAB CHARLES CORP Financial Services 23,886.0 $2.4M 0.54% NEW $99.91 -8.2%
47 MRK MERCK & CO INC Healthcare 21,518.0 $2.3M 0.51% NEW $106.09 +7.3%
48 BERKSHIRE HATHAWAY INC DEL 3.0 $2.3M 0.51% NEW $754800.00
49 KLAC KLA CORP Technology 1,818.0 $2.2M 0.49% NEW $1215.08 -78.6%
50 PEP PEPSICO INC Consumer Defensive 14,861.0 $2.2M 0.48% NEW $144.73 -1.9%
51 MCD MCDONALDS CORP Consumer Cyclical 6,817.0 $2.1M 0.47% NEW $305.63 -8.8%
52 AXP AMERICAN EXPRESS CO Financial Services 5,590.0 $2.1M 0.46% NEW $369.95 -8.6%
53 NVR NVR INC Consumer Cyclical 281.0 $2.0M 0.46% NEW $7292.77 -11.0%
54 GLOF ISHARES TR 38,542.0 $2.0M 0.46% NEW $52.78 +12.1%
55 CI THE CIGNA GROUP Healthcare 7,292.0 $2.0M 0.45% NEW $275.23 +1.5%
56 ORCL ORACLE CORP Technology 10,061.0 $2.0M 0.44% NEW $194.91 -5.4%
57 BKR BAKER HUGHES COMPANY Energy 42,679.0 $1.9M 0.43% NEW $45.54 +28.3%
58 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4,186.0 $1.9M 0.42% NEW $453.36 -0.4%
59 MPC MARATHON PETE CORP Energy 11,500.0 $1.9M 0.42% NEW $162.63 +49.4%
60 CVX CHEVRON CORP NEW Energy 12,183.0 $1.9M 0.42% NEW $152.40 +13.9%
Page 3 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%