3Chopt Investment Partners, LLC Top Holdings and 13F Report (2025) About 3Chopt Investment Partners, LLCInvestment Activity3Chopt Investment Partners, LLC has $415.89 million in total holdings as of June 30, 2025.3Chopt Investment Partners, LLC owns shares of 226 different stocks, but just 69 companies or ETFs make up 80% of its holdings.Approximately 5.64% of the portfolio was purchased this quarter.About 5.86% of the portfolio was sold this quarter.This quarter, 3Chopt Investment Partners, LLC has purchased 228 new stocks and bought additional shares in 95 stocks.3Chopt Investment Partners, LLC sold shares of 98 stocks and completely divested from 25 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $51,380,279NVIDIA $23,054,108Vanguard Small-Cap ETF $22,989,814Apple $15,339,945Microsoft $11,121,227 Largest New Holdings this Quarter 46434V316 - iShares Global Equity Factor ETF $1,856,080 Holding751212101 - Ralph Lauren $839,062 Holding30212P303 - Expedia Group $511,269 Holding876030107 - Tapestry $380,744 Holding969904101 - Williams-Sonoma $362,028 Holding Largest Purchases this Quarter iShares Global Equity Factor ETF 38,511 shares (about $1.86M)Vanguard S&P 500 ETF 2,828 shares (about $1.61M)JPMorgan U.S. Momentum Factor ETF 22,065 shares (about $1.42M)CF Industries 11,858 shares (about $1.09M)O'Reilly Automotive 10,772 shares (about $970.88K) Largest Sales this Quarter NVIDIA 14,628 shares (about $2.31M)PulteGroup 21,757 shares (about $2.30M)J P MORGAN EXCHANGE TRADED F 27,867 shares (about $1.79M)Meta Platforms 1,332 shares (about $983.14K)CRH PLC 9,641 shares (about $885.04K) Sector Allocation Over TimeMap of 500 Largest Holdings of3Chopt Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$51,380,279$1,611,331 ▲3.2%90,17612.4%ETFNVDANVIDIA$23,054,108$2,311,225 ▼-9.1%145,9125.5%Computer and TechnologyVBVanguard Small-Cap ETF$22,989,814$189,501 ▼-0.8%96,6905.5%ETFAAPLApple$15,339,945$792,161 ▲5.4%74,7673.7%Computer and TechnologyMSFTMicrosoft$11,121,227$176,085 ▲1.6%22,3582.7%Computer and TechnologyVSTVistra$8,441,007$397,504 ▼-4.5%43,5532.0%UtilitiesGOOGAlphabet$8,247,748$109,982 ▼-1.3%46,4952.0%Computer and TechnologyBRK.BBerkshire Hathaway$7,981,201$177,306 ▼-2.2%16,4301.9%FinanceMETAMeta Platforms$7,935,217$983,137 ▼-11.0%10,7511.9%Computer and TechnologyAVGOBroadcom$7,562,733$79,938 ▼-1.0%27,4361.8%Computer and TechnologyPMPhilip Morris International$6,924,535$169,169 ▼-2.4%37,7401.7%Consumer StaplesMCKMcKesson$5,917,844$13,936 ▼-0.2%8,0681.4%MedicalAMZNAmazon.com$5,332,055$149,185 ▲2.9%24,3041.3%Retail/WholesaleJPMJPMorgan Chase & Co.$5,216,351$21,743 ▼-0.4%17,9931.3%FinanceBBUSJPMorgan BetaBuilders U.S. Equity ETF$4,727,725$738,001 ▼-13.5%42,2421.1%ETFBKNGBooking$4,596,657$445,772 ▲10.7%7941.1%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$4,511,067$84,227 ▲1.9%67,1091.1%ETFCHKPCheck Point Software Technologies$4,331,854$1,770 ▲0.0%19,5791.0%Computer and TechnologyMOAltria Group$4,273,187$89,530 ▲2.1%71,6411.0%Consumer StaplesWFCWells Fargo & Company$4,258,150$148,783 ▲3.6%53,1471.0%FinanceWMBWilliams Companies$4,235,862$56,592 ▲1.4%67,4391.0%EnergyCSCOCisco Systems$3,821,173$104,972 ▼-2.7%55,0760.9%Computer and TechnologyDBXDropbox$3,748,745$106,106 ▲2.9%131,0750.9%Computer and TechnologyPGRProgressive$3,506,019$32,290 ▼-0.9%13,1380.8%FinanceJNJJohnson & Johnson$3,360,293$50,407 ▲1.5%21,9990.8%MedicalWMTWalmart$3,280,323$10,169 ▼-0.3%33,5480.8%Retail/WholesaleVBRVanguard Small-Cap Value ETF$3,224,997$30,369 ▼-0.9%16,4600.8%ETFJMOMJPMorgan U.S. Momentum Factor ETF$3,089,713$1,418,559 ▲84.9%48,0590.7%ETFNVRNVR$2,998,578$199,413 ▼-6.2%4060.7%ConstructionQCOMQUALCOMM$2,969,243$264,053 ▲9.8%18,6440.7%Computer and TechnologyPGProcter & Gamble$2,940,556$66,914 ▼-2.2%18,4570.7%Consumer StaplesGOOGLAlphabet$2,927,709$6,168 ▲0.2%16,6130.7%Computer and TechnologyBRK.ABerkshire Hathaway$2,915,2000.0%40.7%FinanceBMYBristol Myers Squibb$2,906,369$266,631 ▲10.1%62,7860.7%MedicalABBVAbbVie$2,772,977$76,661 ▲2.8%14,9390.7%MedicalLLYEli Lilly and Company$2,765,772$638,435 ▼-18.8%3,5480.7%MedicalACGLArch Capital Group$2,761,729$96,149 ▼-3.4%30,3320.7%FinanceMRKMerck & Co., Inc.$2,731,546$227,789 ▼-7.7%34,1520.7%MedicalCOFCapital One Financial$2,712,858$793,582 ▲41.3%12,7510.7%FinanceXOMExxon Mobil$2,669,436$471,407 ▲21.4%24,7630.6%EnergyNSCNorfolk Southern$2,636,752$98,549 ▲3.9%10,3010.6%TransportationCICigna Group$2,552,739$19,835 ▲0.8%7,7220.6%MedicalIWMiShares Russell 2000 ETF$2,546,538$52,653 ▼-2.0%11,8010.6%FinanceIEFAiShares Core MSCI EAFE ETF$2,495,384$22,874 ▼-0.9%29,8920.6%ETFGILDGilead Sciences$2,457,101$367,867 ▲17.6%22,1620.6%MedicalTSLATesla$2,455,194$98,475 ▲4.2%7,7290.6%Auto/Tires/TrucksBACBank of America$2,416,585$31,941 ▲1.3%51,0690.6%FinanceVRTXVertex Pharmaceuticals$2,186,822$163,388 ▼-7.0%4,9120.5%MedicalORCLOracle$2,160,283$103,193 ▼-4.6%9,8810.5%Computer and TechnologyRTXRTX$2,144,012$2,774 ▲0.1%14,6830.5%AerospaceSCHWCharles Schwab$2,082,553$121,075 ▼-5.5%22,8250.5%FinanceMCDMcDonald's$2,004,286$14,316 ▲0.7%6,8600.5%Retail/WholesaleMAMastercard$1,997,135$210,166 ▲11.8%3,5540.5%Business ServicesAXPAmerican Express$1,940,674$129,825 ▼-6.3%6,0840.5%FinanceMPCMarathon Petroleum$1,880,990$69,765 ▼-3.6%11,3240.5%EnergyGLOFiShares Global Equity Factor ETF$1,856,080$1,856,080 ▲New Holding38,5110.4%ETFEOGEOG Resources$1,842,592$171,999 ▲10.3%15,4050.4%EnergyPEPPepsiCo$1,836,808$34,066 ▼-1.8%13,9110.4%Consumer StaplesDDominion Energy$1,785,297$622 ▼0.0%31,5870.4%UtilitiesCVXChevron$1,741,763$21,192 ▲1.2%12,1640.4%EnergyVVisa$1,700,690$68,880 ▲4.2%4,7900.4%Business ServicesBKRBaker Hughes$1,632,824$11,962 ▼-0.7%42,5880.4%EnergyBBINJPMorgan BetaBuilders International Equity ETF$1,593,878$45,090 ▼-2.8%23,6130.4%ETFMGCVanguard Mega Cap ETF$1,516,2970.0%6,7250.4%ETFVONGVanguard Russell 1000 Growth ETF$1,469,8320.0%13,4600.4%ETFCOSTCostco Wholesale$1,450,262$15,839 ▲1.1%1,4650.3%Retail/WholesaleJAVAJPMorgan Active Value ETF$1,429,079$635,285 ▼-30.8%21,8180.3%ETFCFCF Industries$1,363,992$1,090,936 ▲399.5%14,8260.3%Basic MaterialsEXPDExpeditors International of Washington$1,362,774$43,415 ▼-3.1%11,9280.3%TransportationSPYSPDR S&P 500 ETF Trust$1,353,231$7,435 ▼-0.5%2,1840.3%FinanceLABCORP HOLDINGS INC$1,346,939$37,801 ▼-2.7%5,1310.3%COM SHSCCitigroup$1,339,278$161,728 ▲13.7%15,7340.3%Financial ServicesHDHome Depot$1,316,238$367 ▼0.0%3,5900.3%Retail/WholesaleCBRECBRE Group$1,315,166$17,235 ▼-1.3%9,3860.3%FinanceVEAVanguard FTSE Developed Markets ETF$1,314,423$49,143 ▼-3.6%23,0560.3%ETFJGROJPMorgan Active Growth ETF$1,288,382$8,951 ▲0.7%14,9690.3%ETFVYMVanguard High Dividend Yield ETF$1,259,103$49,324 ▼-3.8%9,4450.3%ETFVOVanguard Mid-Cap ETF$1,226,9770.0%4,3680.3%ETFHONHoneywell International$1,205,154$9,781 ▼-0.8%5,1750.3%Multi-Sector ConglomeratesKOCocaCola$1,204,711$106,292 ▼-8.1%16,8990.3%Consumer StaplesNOCNorthrop Grumman$1,136,455$236,991 ▲26.3%2,2730.3%AerospaceDEDeere & Company$1,109,489$434,104 ▼-28.1%2,1750.3%IndustrialsAMATApplied Materials$1,067,132$35,882 ▲3.5%5,8290.3%Computer and TechnologyORLYO'Reilly Automotive$1,041,002$970,881 ▲1,384.6%11,5500.3%Retail/WholesaleIJSiShares S&P Small-Cap 600 Value ETF$1,001,765$25,867 ▼-2.5%10,0690.2%ETFLMTLockheed Martin$1,000,033$213,532 ▲27.1%2,1590.2%AerospaceADBEAdobe$984,610$484,374 ▲96.8%2,5450.2%Computer and TechnologyNEENextEra Energy$972,991$4,304 ▲0.4%14,0160.2%UtilitiesLAM RESEARCH CORP$964,187$76,788 ▼-7.4%9,8820.2%COM NEWTXNTexas Instruments$933,875$22,215 ▼-2.3%4,4980.2%Computer and TechnologyJIREJPMorgan International Research Enhanced Equity ETF$881,794$281,948 ▲47.0%12,4600.2%ETFDISWalt Disney$881,053$45,821 ▼-4.9%7,0760.2%Consumer DiscretionaryCRMSalesforce$870,308$250,415 ▲40.4%3,1870.2%Computer and TechnologyIBMInternational Business Machines$863,411$20,340 ▲2.4%2,9290.2%Computer and TechnologyGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$858,7640.0%7,0750.2%ETFRLRalph Lauren$839,062$839,062 ▲New Holding3,0490.2%Consumer DiscretionaryGEGE Aerospace$833,429$12,612 ▲1.5%3,2380.2%AerospaceKMBKimberly-Clark$826,588$2,343 ▼-0.3%6,3490.2%Consumer StaplesFOXAFOX$821,827$166,831 ▲25.5%14,6650.2%Consumer DiscretionaryCTASCintas$799,435$78,227 ▲10.8%3,5870.2%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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