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Portfolio (Quarterly) Guide ↗

3Chopt Investment Partners, LLC

· CIK 0001978521
13F Portfolio $437M AUM 240 positions Filed Apr 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 New 108 Added 57 Reduced 17 Exited
Page 10 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 8,665.0 $277K 0.06% $32.01 +1.5%
182 CINF CINCINNATI FINL CORP Financial Services 1,725.0 $273K 0.06% $158.23 +7.6%
183 QQQ INVESCO QQQ TR Financial Services 471.0 $272K 0.06% $577.18 +28.3%
184 EPD ENTERPRISE PRODS PARTNERS L Energy 7,116.0 $269K 0.06% NEW $37.84 -3.3%
185 JPEM J P MORGAN EXCHANGE TRADED F 4,147.0 $258K 0.06% $62.13 +4.7%
186 MLI MUELLER INDS INC Industrials 2,325.0 $258K 0.06% NEW $110.80 +24.0%
187 MMM 3M CO Industrials 1,770.0 $257K 0.06% -49.0 -2.7% $145.23 +10.6%
188 SNA SNAP ON INC Industrials 700.0 $254K 0.06% +26.0 +3.9% $363.22 +6.6%
189 CL COLGATE PALMOLIVE CO Consumer Defensive 2,955.0 $252K 0.06% -660.0 -18.3% $85.23 +5.0%
190 TMUS T-MOBILE US INC Communication Services 1,186.0 $249K 0.06% +71.0 +6.4% $210.03 -13.5%
191 ACN ACCENTURE PLC IRELAND Technology 1,246.0 $247K 0.06% -100.0 -7.4% $198.29 -35.5%
192 WAB WABTEC Industrials 984.0 $246K 0.06% -39.0 -3.8% $249.91 +9.6%
193 AMERICA MOVIL SAB DE CV 9,600.0 $245K 0.06% NEW $25.48
194 JVAL J P MORGAN EXCHANGE TRADED F 4,960.0 $242K 0.06% $48.86 +19.3%
195 JIVE J P MORGAN EXCHANGE TRADED F 2,820.0 $242K 0.06% +131.0 +4.9% $85.64 +9.7%
196 INTC INTEL CORP Technology 5,470.0 $241K 0.06% NEW $44.13 +203.6%
197 UNP UNION PAC CORP Industrials 993.0 $241K 0.06% +122.0 +14.0% $242.62 +5.9%
198 IWD ISHARES TR 1,116.0 $238K 0.06% -262.0 -19.0% $213.67 +13.3%
199 ECL ECOLAB INC Basic Materials 891.0 $238K 0.05% NEW $266.68 +0.9%
200 JPIN J P MORGAN EXCHANGE TRADED F 3,325.0 $237K 0.05% $71.24 +4.3%
Page 10 of 12  ·  240 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 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%