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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 4 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 V VISA INC Financial Services 5,085.0 $1.8M 0.40% NEW $350.71 -6.7%
62 C CITIGROUP INC Financial Services 14,763.0 $1.7M 0.39% NEW $116.69 +22.6%
63 EXPD EXPEDITORS INTL WASH INC Industrials 11,371.0 $1.7M 0.38% NEW $149.01 +8.3%
64 MGC VANGUARD WORLD FD 6,725.0 $1.7M 0.38% NEW $251.17 +9.4%
65 VONG VANGUARD SCOTTSDALE FDS 13,460.0 $1.6M 0.37% NEW $121.75 +4.2%
66 JAVA J P MORGAN EXCHANGE TRADED F 22,771.0 $1.6M 0.37% NEW $71.72 +10.7%
67 MU MICRON TECHNOLOGY INC Technology 5,537.0 $1.6M 0.35% NEW $285.53 +297.2%
68 CBRE CBRE GROUP INC Real Estate 9,690.0 $1.6M 0.35% NEW $160.79 -18.2%
69 AMAT APPLIED MATLS INC Technology 5,965.0 $1.5M 0.34% NEW $256.99 +140.1%
70 JGRO J P MORGAN EXCHANGE TRADED F 16,141.0 $1.5M 0.34% NEW $92.80 +5.1%
71 SPY SPDR S&P 500 ETF TR Financial Services 2,182.0 $1.5M 0.33% NEW $683.91 +9.2%
72 VEA VANGUARD TAX-MANAGED FDS 23,853.0 $1.5M 0.33% NEW $62.47 +15.8%
73 D DOMINION ENERGY INC Utilities 25,152.0 $1.5M 0.33% NEW $58.59 +16.8%
74 JIRE J P MORGAN EXCHANGE TRADED F 18,573.0 $1.4M 0.31% NEW $74.88 +10.4%
75 VYM VANGUARD WHITEHALL FDS 9,203.0 $1.3M 0.30% NEW $143.52 +10.2%
76 NOC NORTHROP GRUMMAN CORP Industrials 2,312.0 $1.3M 0.29% NEW $570.24 -8.5%
77 HD HOME DEPOT INC Consumer Cyclical 3,747.0 $1.3M 0.29% NEW $344.10 -2.9%
78 KO COCA COLA CO Consumer Defensive 18,418.0 $1.3M 0.29% NEW $69.91 +13.6%
79 VO VANGUARD INDEX FDS 4,368.0 $1.3M 0.28% NEW $290.22 -72.4%
80 BBIN J P MORGAN EXCHANGE TRADED F 17,199.0 $1.2M 0.28% NEW $72.32 +10.0%
Page 4 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%