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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 7 of 12  ·  231 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TPR TAPESTRY INC Consumer Cyclical 5,036.0 $643K 0.14% NEW $127.77 +12.3%
122 ZM ZOOM COMMUNICATIONS INC Technology 7,251.0 $626K 0.14% NEW $86.29 +0.1%
123 IJR ISHARES TR 5,150.0 $619K 0.14% NEW $120.18 +19.2%
124 JEMA J P MORGAN EXCHANGE TRADED F 12,571.0 $616K 0.14% NEW $49.00 +34.5%
125 GD GENERAL DYNAMICS CORP Industrials 1,804.0 $607K 0.14% NEW $336.66 +4.0%
126 GS GOLDMAN SACHS GROUP INC Financial Services 681.0 $599K 0.13% NEW $879.00 +24.8%
127 SPGI S&P GLOBAL INC Financial Services 1,145.0 $598K 0.13% NEW $522.59 -21.4%
128 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,820.0 $594K 0.13% NEW $102.15 +0.4%
129 EQIX EQUINIX INC Real Estate 771.0 $591K 0.13% NEW $766.16 +42.6%
130 EBAY EBAY INC. Consumer Cyclical 6,661.0 $580K 0.13% NEW $87.10 +24.3%
131 ADI ANALOG DEVICES INC Technology 2,124.0 $576K 0.13% NEW $271.20 +60.2%
132 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,742.0 $574K 0.13% NEW $329.52 -22.6%
133 JLL JONES LANG LASALLE INC Real Estate 1,692.0 $569K 0.13% NEW $336.47 -11.6%
134 AMP AMERIPRISE FINL INC Financial Services 1,135.0 $557K 0.12% NEW $490.34 -4.7%
135 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,872.0 $550K 0.12% NEW $293.57 +0.4%
136 CTVA CORTEVA INC Basic Materials 8,186.0 $549K 0.12% NEW $67.03 +17.2%
137 JGLO J P MORGAN EXCHANGE TRADED F 8,094.0 $548K 0.12% NEW $67.67 +5.5%
138 EQT EQT CORP Energy 10,183.0 $546K 0.12% NEW $53.60 -5.4%
139 SO SOUTHERN CO Utilities 6,239.0 $544K 0.12% NEW $87.20 +6.8%
140 INTU INTUIT Technology 821.0 $544K 0.12% NEW $662.42 -59.7%
Page 7 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%