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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 7 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AMP AMERIPRISE FINL INC Financial Services 1,387.0 $616K 0.14% +252.0 +22.2% $444.40 +5.2%
122 ABT ABBOTT LABORATORIES Healthcare 5,954.0 $611K 0.14% +90.0 +1.5% $102.67 -13.9%
123 DIS DISNEY WALT CO Communication Services 6,335.0 $611K 0.14% -329.0 -4.9% $96.38 +7.8%
124 SU SUNCOR ENERGY INC NEW Energy 9,089.0 $601K 0.14% -46.0 -0.5% $66.11 -16.3%
125 VICI VICI PPTYS INC Real Estate 21,458.0 $596K 0.14% +3K +14.6% $27.78 -5.4%
126 ZM ZOOM COMMUNICATIONS INC Technology 7,370.0 $592K 0.14% +119.0 +1.6% $80.39 +7.4%
127 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 2,032.0 $590K 0.14% +843.0 +70.9% $290.43 -3.5%
128 TGT TARGET CORP Consumer Defensive 4,745.0 $575K 0.13% +560.0 +13.4% $121.20 +7.9%
129 DELL DELL TECHNOLOGIES INC Technology 3,491.0 $573K 0.13% +90.0 +2.6% $164.13 +149.5%
130 ADBE ADOBE INC Technology 2,337.0 $568K 0.13% +291.0 +14.2% $243.08 -19.7%
131 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,800.0 $567K 0.13% $97.75 +4.9%
132 JLL JONES LANG LASALLE INC Real Estate 1,776.0 $540K 0.12% +84.0 +5.0% $304.32 -2.3%
133 JGLO J P MORGAN EXCHANGE TRADED F 8,243.0 $538K 0.12% +149.0 +1.8% $65.27 +9.4%
134 NFLX NETFLIX INC. Communication Services 5,565.0 $535K 0.12% +873.0 +18.6% $96.15 -19.5%
135 CRM SALESFORCE INC Technology 2,863.0 $534K 0.12% -104.0 -3.5% $186.67 -18.7%
136 GD GENERAL DYNAMICS CORP Industrials 1,542.0 $529K 0.12% -262.0 -14.5% $343.22 +2.0%
137 VWO VANGUARD INTL EQUITY INDEX F 9,624.0 $520K 0.12% $54.05 +12.4%
138 IEMG ISHARES INC 7,428.0 $518K 0.12% $69.75 +22.8%
139 CMI CUMMINS INC Industrials 943.0 $507K 0.12% +44.0 +4.9% $538.07 +33.2%
140 CB CHUBB LTD SWITZ Financial Services 1,545.0 $505K 0.12% +69.0 +4.7% $326.90 -1.1%
Page 7 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%