Filed: 4/24/2025ACC: 0001398344-25-007619
📋 What this filing means
3CHOPT INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 228 equity positions with a total reported market value of $381.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
228
Positions
$381.74M
Total AUM (reported)
2.81M
Total Shares
Allocation by class
COM$213.20M55.8%
S&P 500 ETF SHS$44.89M11.8%
SMALL CP ETF$21.62M5.7%
CL A$20.44M5.4%
CL B NEW$8.94M2.3%
ORD$8.82M2.3%
CAP STK CL C$7.36M1.9%
Portfolio Concentration
Top 3$83.91M22.0%
4–10$58.92M15.4%
11–25$62.17M16.3%
Rest$176.74M46.3%
Top 3 weight
22.0%
Top 10 weight
37.4%
Voting Authority Distribution
Total shares with voting rights: 2.81M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.81M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole228
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings228
Rows:
VANGUARD INDEX FDS
SOLEShares87.35K
TypeSH
Market value$44.89M
11.76%
Sole
0.00
Shared
0.00
None
87.35K
VANGUARD INDEX FDS
SOLEShares97.49K
TypeSH
Market value$21.62M
5.66%
Sole
0.00
Shared
0.00
None
97.49K
NVIDIA CORPORATION
SOLEShares160.54K
TypeSH
Market value$17.40M
4.56%
Sole
0.00
Shared
0.00
None
160.54K
APPLE INC
SOLEShares70.91K
TypeSH
Market value$15.75M
4.13%
Sole
0.00
Shared
0.00
None
70.91K
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.80K
TypeSH
Market value$8.94M
2.34%
Sole
0.00
Shared
0.00
None
16.80K
MICROSOFT CORP
SOLEShares22K
TypeSH
Market value$8.26M
2.16%
Sole
0.00
Shared
0.00
None
22K
ALPHABET INC
SOLEShares47.12K
TypeSH
Market value$7.36M
1.93%
Sole
0.00
Shared
0.00
None
47.12K
META PLATFORMS INC
SOLEShares12.08K
TypeSH
Market value$6.96M
1.82%
Sole
0.00
Shared
0.00
None
12.08K
PHILIP MORRIS INTL INC
SOLEShares38.66K
TypeSH
Market value$6.19M
1.62%
Sole
0.00
Shared
0.00
None
38.66K
MCKESSON CORP
SOLEShares8.09K
TypeSH
Market value$5.45M
1.43%
Sole
0.00
Shared
0.00
None
8.09K
VISTRA CORP
SOLEShares45.60K
TypeSH
Market value$5.36M
1.40%
Sole
0.00
Shared
0.00
None
45.60K
J P MORGAN EXCHANGE TRADED F
SOLEShares48.84K
TypeSH
Market value$4.93M
1.29%
Sole
0.00
Shared
0.00
None
48.84K
BROADCOM INC
SOLEShares27.73K
TypeSH
Market value$4.64M
1.22%
Sole
0.00
Shared
0.00
None
27.73K
AMAZON COM INC
SOLEShares23.62K
TypeSH
Market value$4.49M
1.18%
Sole
0.00
Shared
0.00
None
23.62K
CHECK POINT SOFTWARE TECH LT
SOLEShares19.57K
TypeSH
Market value$4.46M
1.17%
Sole
0.00
Shared
0.00
None
19.57K
JPMORGAN CHASE & CO.
SOLEShares18.07K
TypeSH
Market value$4.43M
1.16%
Sole
0.00
Shared
0.00
None
18.07K
ALTRIA GROUP INC
SOLEShares70.14K
TypeSH
Market value$4.28M
1.12%
Sole
0.00
Shared
0.00
None
70.14K
VANGUARD INTL EQUITY INDEX F
SOLEShares65.86K
TypeSH
Market value$3.99M
1.05%
Sole
0.00
Shared
0.00
None
65.86K
WILLIAMS COS INC
SOLEShares66.54K
TypeSH
Market value$3.98M
1.04%
Sole
0.00
Shared
0.00
None
66.54K
PROGRESSIVE CORP
SOLEShares13.26K
TypeSH
Market value$3.75M
0.98%
Sole
0.00
Shared
0.00
None
13.26K
WELLS FARGO CO NEW
SOLEShares51.29K
TypeSH
Market value$3.68M
0.96%
Sole
0.00
Shared
0.00
None
51.29K
ELI LILLY & CO
SOLEShares4.37K
TypeSH
Market value$3.61M
0.94%
Sole
0.00
Shared
0.00
None
4.37K
JOHNSON & JOHNSON
SOLEShares21.67K
TypeSH
Market value$3.59M
0.94%
Sole
0.00
Shared
0.00
None
21.67K
CISCO SYS INC
SOLEShares56.59K
TypeSH
Market value$3.49M
0.91%
Sole
0.00
Shared
0.00
None
56.59K
BRISTOL-MYERS SQUIBB CO
SOLEShares57.03K
TypeSH
Market value$3.48M
0.91%
Sole
0.00
Shared
0.00
None
57.03K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 87.35K | SH | $44.89M 11.76% | 0.00 | 0.00 | 87.35K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 97.49K | SH | $21.62M 5.66% | 0.00 | 0.00 | 97.49K |
NVIDIA CORPORATIONSOLE | COM | 160.54K | SH | $17.40M 4.56% | 0.00 | 0.00 | 160.54K |
APPLE INCSOLE | COM | 70.91K | SH | $15.75M 4.13% | 0.00 | 0.00 | 70.91K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.80K | SH | $8.94M 2.34% | 0.00 | 0.00 | 16.80K |
MICROSOFT CORPSOLE | COM | 22K | SH | $8.26M 2.16% | 0.00 | 0.00 | 22K |
ALPHABET INCSOLE | CAP STK CL C | 47.12K | SH | $7.36M 1.93% | 0.00 | 0.00 | 47.12K |
META PLATFORMS INCSOLE | CL A | 12.08K | SH | $6.96M 1.82% | 0.00 | 0.00 | 12.08K |
PHILIP MORRIS INTL INCSOLE | COM | 38.66K | SH | $6.19M 1.62% | 0.00 | 0.00 | 38.66K |
MCKESSON CORPSOLE | COM | 8.09K | SH | $5.45M 1.43% | 0.00 | 0.00 | 8.09K |
VISTRA CORPSOLE | COM | 45.60K | SH | $5.36M 1.40% | 0.00 | 0.00 | 45.60K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 48.84K | SH | $4.93M 1.29% | 0.00 | 0.00 | 48.84K |
BROADCOM INCSOLE | COM | 27.73K | SH | $4.64M 1.22% | 0.00 | 0.00 | 27.73K |
AMAZON COM INCSOLE | COM | 23.62K | SH | $4.49M 1.18% | 0.00 | 0.00 | 23.62K |
CHECK POINT SOFTWARE TECH LTSOLE | ORD | 19.57K | SH | $4.46M 1.17% | 0.00 | 0.00 | 19.57K |
JPMORGAN CHASE & CO.SOLE | COM | 18.07K | SH | $4.43M 1.16% | 0.00 | 0.00 | 18.07K |
ALTRIA GROUP INCSOLE | COM | 70.14K | SH | $4.28M 1.12% | 0.00 | 0.00 | 70.14K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 65.86K | SH | $3.99M 1.05% | 0.00 | 0.00 | 65.86K |
WILLIAMS COS INCSOLE | COM | 66.54K | SH | $3.98M 1.04% | 0.00 | 0.00 | 66.54K |
PROGRESSIVE CORPSOLE | COM | 13.26K | SH | $3.75M 0.98% | 0.00 | 0.00 | 13.26K |
WELLS FARGO CO NEWSOLE | COM | 51.29K | SH | $3.68M 0.96% | 0.00 | 0.00 | 51.29K |
ELI LILLY & COSOLE | COM | 4.37K | SH | $3.61M 0.94% | 0.00 | 0.00 | 4.37K |
JOHNSON & JOHNSONSOLE | COM | 21.67K | SH | $3.59M 0.94% | 0.00 | 0.00 | 21.67K |
CISCO SYS INCSOLE | COM | 56.59K | SH | $3.49M 0.91% | 0.00 | 0.00 | 56.59K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 57.03K | SH | $3.48M 0.91% | 0.00 | 0.00 | 57.03K |
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