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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 11 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 3,203.0 $237K 0.05% NEW $73.90 -0.6%
202 COHR COHERENT CORP Technology 992.0 $236K 0.05% NEW $238.21 +63.5%
203 ETN EATON CORP PLC Industrials 654.0 $234K 0.05% NEW $357.67 +17.9%
204 T AT&T INC Communication Services 8,051.0 $233K 0.05% NEW $28.99 -24.1%
205 ENB ENBRIDGE INC Energy 4,310.0 $233K 0.05% $54.14 +0.8%
206 POST POST HLDGS INC Consumer Defensive 2,283.0 $226K 0.05% -1K -35.2% $98.86 -10.6%
207 AIG AMERICAN INTL GROUP INC Financial Services 2,991.0 $225K 0.05% -828.0 -21.7% $75.25 -1.6%
208 CDNS CADENCE DESIGN SYSTEM INC Technology 809.0 $225K 0.05% +112.0 +16.1% $277.87 +39.4%
209 COP CONOCOPHILLIPS Energy 1,635.0 $216K 0.05% NEW $132.00 -18.4%
210 FERG FERGUSON ENTERPRISES INC Industrials 910.0 $213K 0.05% NEW $234.15 +1.8%
211 ISRG INTUITIVE SURGICAL INC Healthcare 462.0 $213K 0.05% +23.0 +5.2% $460.99 -11.8%
212 ANET ARISTA NETWORKS INC Technology 1,725.0 $212K 0.05% NEW $122.78 +38.2%
213 PLUG PLUG PWR INC Industrials 92,860.0 $210K 0.05% $2.26 +26.1%
214 UBER UBER TECHNOLOGIES INC Technology 2,888.0 $208K 0.05% NEW $71.93 -0.4%
215 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 708.0 $207K 0.05% +119.0 +20.2% $292.75 +32.7%
216 PH PARKER-HANNIFIN CORP Industrials 225.0 $201K 0.05% NEW $895.24 +6.5%
217 WELL WELLTOWER INC Real Estate 1,016.0 $201K 0.05% NEW $197.71 +4.5%
218 VT VANGUARD INTL EQUITY INDEX F 1,398.0 $193K 0.04% +549.0 +64.7% $138.28 +14.0%
219 JIG J P MORGAN EXCHANGE TRADED F 2,468.0 $183K 0.04% +209.0 +9.2% $74.24 +18.6%
220 IJH ISHARES TR 2,595.0 $175K 0.04% +850.0 +48.7% $67.53 +12.2%
Page 11 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%