$188 Million is the total value of 3Chopt Investment Partners, LLC's 141 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWM | iShares Russell 2000 ETFetf | $2,338,467 | +2.3% | 13,108 | 0.0% | 1.25% | -0.2% | |
| Berkshire Hathaway Inc. Class A | $1,862,400 | -0.7% | 400 | 0.0% | 0.99% | -3.1% | ||
| IJS | iShares S&P Small Cap 600 ETFetf | $971,090 | +2.5% | 10,376 | 0.0% | 0.52% | 0.0% | |
| SPY | SPDR S&P 500 ETFetf | $862,882 | +6.9% | 2,100 | 0.0% | 0.46% | +4.3% | |
| ORCL | Oracle Corp | $825,966 | +13.7% | 8,889 | 0.0% | 0.44% | +10.8% | |
| RGCO | RGC Resources Inc | $781,086 | +5.2% | 33,682 | 0.0% | 0.42% | +2.5% | |
| EQIX | Equinix Inc REIT | $546,548 | +10.1% | 758 | 0.0% | 0.29% | +7.4% | |
| LRCX | Lam Research Corp | $478,661 | +26.0% | 900 | 0.0% | 0.26% | +22.6% | |
| DUK | Duke Energy Corp | $419,259 | -6.3% | 4,346 | 0.0% | 0.22% | -9.0% | |
| DE | Deere & Co | $320,951 | -3.7% | 775 | 0.0% | 0.17% | -6.0% | |
| EQT | EQT Corp | $318,302 | -5.7% | 9,975 | 0.0% | 0.17% | -7.6% | |
| AZN | Astrazeneca ADR | $303,669 | +2.4% | 4,375 | 0.0% | 0.16% | 0.0% | |
| WRK | Westrock Co | $252,109 | -13.3% | 8,274 | 0.0% | 0.13% | -15.7% | |
| NI | Nisource Inc 00500 | $221,974 | +2.0% | 7,939 | 0.0% | 0.12% | -0.8% | |
| TMO | Thermo Fisher Scientific | $219,154 | +4.7% | 380 | 0.0% | 0.12% | +2.6% | |
| VIG | Vanguard Dividend Appreciation ETFetf | $204,987 | +1.4% | 1,331 | 0.0% | 0.11% | -0.9% | |
| SO | Southern Co | $205,331 | -2.6% | 2,951 | 0.0% | 0.11% | -5.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-23
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 | 2024-05-15 |
| 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.