AI Portfolio Summary
In 2025 Q4, 3Chopt Investment Partners, LLC maintained a portfolio of 243 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 3.5%. Conversely, 3Chopt Investment Partners, LLC completely exited their position in SUPER MICRO COMPUTER.
Total Positions
243
Quarter
2025 Q4
Top Holding
VOO (11.9%)
Top 10 Concentration
40.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 243
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 11.95% | 11.47% |
#1
Prev: #1
|
6.5 | 2,892 | 3.5% |
P
S
|
85,011 | $53,312,856 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.03% | 6.14% |
#2
Prev: #2
|
4.4 | -352 | -0.2% |
P
S
|
144,207 | $26,894,634 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 5.61% | 5.52% |
#3
Prev: #3
|
3.7 | 1,975 | 2.1% |
P
S
|
97,022 | $25,026,871 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 4.07% | 4.32% |
#4
Prev: #4
|
2.6 | -7,820 | -10.5% |
P
S
|
66,830 | $18,168,466 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.29% | 2.56% |
#5
1
Prev: #6
|
2.3 | 636 | 1.4% |
P
S
|
46,781 | $14,679,878 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.50% | 2.66% |
#6
1
Prev: #5
|
1.5 | 459 | 2.0% |
P
S
|
23,037 | $11,141,326 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 2.08% | 2.03% |
#7
Prev: #7
|
1.3 | -286 | -1.1% |
P
S
|
26,799 | $9,275,134 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.86% | 1.93% |
#8
Prev: #8
|
1.2 | -350 | -2.1% |
P
S
|
16,515 | $8,301,265 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.83% | 1.86% |
#9
1
Prev: #10
|
2.7 | 1,218 | 10.9% |
P
S
|
12,348 | $8,150,805 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 1.46% | 1.38% |
#10
2
Prev: #12
|
2.6 | 2,967 | 8.0% |
P
S
|
40,273 | $6,518,970 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MCK
MCKESSON CORP
|
Healthcare | 1.45% | 1.40% |
#11
Prev: #11
|
1.1 | -75 | -0.9% |
P
S
|
7,879 | $6,469,578 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VST
VISTRA CORP
|
Utilities | 1.39% | 1.86% |
#12
3
Prev: #9
|
1.1 | -3,185 | -7.6% |
P
S
|
38,566 | $6,221,853 | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BBUS
J P MORGAN EXCH...
|
ETF | 1.34% | 1.27% |
#13
1
Prev: #14
|
1.0 | 2,075 | 4.5% |
P
S
|
48,366 | $5,964,011 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.29% | 1.29% |
#14
1
Prev: #13
|
1.0 | -71 | -0.4% |
P
S
|
17,862 | $5,755,494 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEU
VANGUARD INTL E...
|
ETF | 1.17% | 1.11% |
#15
2
Prev: #17
|
1.0 | 2,512 | 3.7% |
P
S
|
70,718 | $5,202,029 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 1.07% | 0.98% |
#16
3
Prev: #19
|
2.4 | 93 | 11.6% |
P
S
|
892 | $4,776,954 | 2023 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WFC
WELLS FARGO CO ...
|
Financial Services | 1.06% | 1.01% |
#17
1
Prev: #18
|
0.9 | -2,286 | -4.3% |
P
S
|
50,523 | $4,708,758 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.05% | 1.22% |
#18
3
Prev: #15
|
0.9 | -4,229 | -17.3% |
P
S
|
20,244 | $4,672,752 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.02% | 0.93% |
#19
4
Prev: #23
|
0.9 | -31 | -0.1% |
P
S
|
22,061 | $4,565,422 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.97% | 1.11% |
#20
4
Prev: #16
|
0.9 | 731 | 1.0% |
P
S
|
73,547 | $4,318,678 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.94% | 0.85% |
#21
5
Prev: #26
|
0.9 | -30 | -0.1% |
P
S
|
54,748 | $4,217,224 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 0.91% | 0.97% |
#22
2
Prev: #20
|
0.9 | -15 | -0.0% |
P
S
|
67,207 | $4,039,830 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.87% | 0.86% |
#23
2
Prev: #25
|
0.3 | -1,349 | -27.3% |
P
S
|
3,598 | $3,866,699 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.84% | 0.79% |
#24
4
Prev: #28
|
0.8 | 13 | 0.0% |
P
S
|
33,616 | $3,753,058 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CHKP
CHECK POINT SOF...
|
Technology | 0.83% | 0.95% |
#25
4
Prev: #21
|
0.8 | -260 | -1.3% |
P
S
|
19,942 | $3,700,438 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SMCI
SUPER MICRO COM...
|
Technology | 0.00% | 0.11% |
Sold All 😨
(Was: #144) |
0.0 | -9,877 | -100.0% |
CLOSED
|
— | $— | 2025 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FFIV
F5 INC
|
Technology | 0.00% | 0.09% |
Sold All 😨
(Was: #161) |
0.0 | -1,205 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WSM
WILLIAMS SONOMA...
|
Consumer Cyclical | 0.00% | 0.06% |
Sold All 😨
(Was: #190) |
0.0 | -1,324 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FISV
FISERV INC
|
Unknown | 0.00% | 0.06% |
Sold All 😨
(Was: #196) |
0.0 | -1,919 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
T
AT&T INC
|
Communication Services | 0.00% | 0.05% |
Sold All 😨
(Was: #198) |
0.0 | -8,503 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 0.00% | 0.05% |
Sold All 😨
(Was: #201) |
0.0 | -2,404 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AZO
AUTOZONE INC
|
Consumer Cyclical | 0.00% | 0.05% |
Sold All 😨
(Was: #202) |
0.0 | -53 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.00% | 0.05% |
Sold All 😨
(Was: #208) |
0.0 | -573 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CCI
CROWN CASTLE IN...
|
Real Estate | 0.00% | 0.05% |
Sold All 😨
(Was: #209) |
0.0 | -2,206 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHAK
SHAKE SHACK INC
|
Consumer Cyclical | 0.00% | 0.05% |
Sold All 😨
(Was: #212) |
0.0 | -2,155 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMX
AMERICA MOVIL S...
|
Communication Services | 0.00% | 0.05% |
Sold All 😨
(Was: #213) |
0.0 | -9,600 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BA
BOEING CO
|
Industrials | 0.00% | 0.05% |
Sold All 😨
(Was: #214) |
0.0 | -931 | -100.0% |
CLOSED
|
— | $— | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 243 holdings