3 Chopt Investment Partners, LLC has filed its 13F form on July 24, 2025 for Q2 2025 where it was disclosed a total value porftolio of $416 Billion distributed in 226 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $51.4B, Nvidia Corp with a value of $23.1B, Vanguard Small Cap ETF with a value of $23B, Apple Inc. with a value of $15.3B, and Microsoft Corp with a value of $11.1B.

Examining the 13F form we can see an increase of $34.2B in the current position value, from $382B to 416B.

3 Chopt Investment Partners, LLC is based out at Richmond, VA

Below you can find more details about 3 Chopt Investment Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $416 Billion
ETFs: $118 Billion
Technology: $85.3 Billion
Financial Services: $47.3 Billion
Healthcare: $31.6 Billion
Consumer Defensive: $25.8 Billion
Consumer Cyclical: $25.1 Billion
Communication Services: $22.8 Billion
Industrials: $20 Billion
Other: $34 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 226
  • Current Value $416 Billion
  • Prior Value $382 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 24, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 23 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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