| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Vanguard S&P 500 ETF | 4 | Q3 2023 | 19.4% |
| Vanguard Small Cap ETF | 4 | Q3 2023 | 9.7% |
| Apple Inc | 4 | Q3 2023 | 4.6% |
| Berkshire Hathaway Class B | 4 | Q3 2023 | 3.4% |
| Nvidia Corp | 4 | Q3 2023 | 3.6% |
| Alphabet Inc. Class C | 4 | Q3 2023 | 2.7% |
| McKesson Corp | 4 | Q3 2023 | 2.3% |
| Merck & Co. Inc. | 4 | Q3 2023 | 2.1% |
| Arch Cap Group LTD F | 4 | Q3 2023 | 2.1% |
| Cisco Systems | 4 | Q3 2023 | 2.0% |
View 3Chopt Investment Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-15 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-24 |
| 13F-HR | 2023-05-23 |
View 3Chopt Investment Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.