3Chopt Investment Partners, LLC Q2 2025 Filing

Filed July 24, 2025

Portfolio Value

$415.9B

Holdings

226

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (226 positions)

#	Stock	Shares	Value	% Portfolio
1	VOOVANGUARD INDEX FDS	90,176	$51.4B	12.35%
2	NVDANVIDIA CORPORATION	145,912	$23.1B	5.54%
3	VBVANGUARD INDEX FDS	96,690	$23.0B	5.53%
4	AAPLAPPLE INC	74,767	$15.3B	3.69%
5	MSFTMICROSOFT CORP	22,358	$11.1B	2.67%
6	VSTVISTRA CORP	43,553	$8.4B	2.03%
7	GOOGALPHABET INC	46,495	$8.2B	1.98%
8	BRK/BBERKSHIRE HATHAWAY INC DEL	16,430	$8.0B	1.92%
9	METAMETA PLATFORMS INC	10,751	$7.9B	1.91%
10	AVGOBROADCOM INC	27,436	$7.6B	1.82%
11	4I1PHILIP MORRIS INTL INC	37,740	$6.9B	1.66%
12	MCKMCKESSON CORP	8,068	$5.9B	1.42%
13	AMZNAMAZON COM INC	24,304	$5.3B	1.28%
14	JPMJPMORGAN CHASE & CO.	17,993	$5.2B	1.25%
15	BBUSJ P MORGAN EXCHANGE TRADED F	42,242	$4.7B	1.14%
16	BKNGBOOKING HOLDINGS INC	794	$4.6B	1.11%
17	VEUVANGUARD INTL EQUITY INDEX F	67,109	$4.5B	1.08%
18	CHKPCHECK POINT SOFTWARE TECH LT	19,579	$4.3B	1.04%
19	MOALTRIA GROUP INC	71,641	$4.3B	1.03%
20	WFCWELLS FARGO CO NEW	53,147	$4.3B	1.02%
21	WMBWILLIAMS COS INC	67,439	$4.2B	1.02%
22	CSCOCISCO SYS INC	55,076	$3.8B	0.92%
23	DBXDROPBOX INC	131,075	$3.7B	0.90%
24	PGRPROGRESSIVE CORP	13,138	$3.5B	0.84%
25	JNJJOHNSON & JOHNSON	21,999	$3.4B	0.81%
26	WMTWALMART INC	33,548	$3.3B	0.79%
27	VBRVANGUARD INDEX FDS	16,460	$3.2B	0.78%
28	JMOMJ P MORGAN EXCHANGE TRADED F	48,059	$3.1B	0.74%
29	NVRNVR INC	406	$3.0B	0.72%
30	QCOMQUALCOMM INC	18,644	$3.0B	0.71%
31	PGPROCTER AND GAMBLE CO	18,457	$2.9B	0.71%
32	GOOGLALPHABET INC	16,613	$2.9B	0.70%
33	BRK-BBERKSHIRE HATHAWAY INC DEL	4	$2.9B	0.70%
34	BMYBRISTOL-MYERS SQUIBB CO	62,786	$2.9B	0.70%
35	ABBVABBVIE INC	14,939	$2.8B	0.67%
36	LLYELI LILLY & CO	3,548	$2.8B	0.67%
37	ACGLARCH CAP GROUP LTD	30,332	$2.8B	0.66%
38	MRKMERCK & CO INC	34,152	$2.7B	0.66%
39	COFCAPITAL ONE FINL CORP	12,751	$2.7B	0.65%
40	XOMEXXON MOBIL CORP	24,763	$2.7B	0.64%
41	NSCNORFOLK SOUTHN CORP	10,301	$2.6B	0.63%
42	CITHE CIGNA GROUP	7,722	$2.6B	0.61%
43	IWMISHARES TR	11,801	$2.5B	0.61%
44	AQLTISHARES TR	29,892	$2.5B	0.60%
45	GILDGILEAD SCIENCES INC	22,162	$2.5B	0.59%
46	TSLATESLA INC	7,729	$2.5B	0.59%
47	BACBANK AMERICA CORP	51,069	$2.4B	0.58%
48	VRTXVERTEX PHARMACEUTICALS INC	4,912	$2.2B	0.53%
49	ORCLORACLE CORP	9,881	$2.2B	0.52%
50	RTXRTX CORPORATION	14,683	$2.1B	0.52%
51	SCHWSCHWAB CHARLES CORP	22,825	$2.1B	0.50%
52	MCDMCDONALDS CORP	6,860	$2.0B	0.48%
53	MAMASTERCARD INCORPORATED	3,554	$2.0B	0.48%
54	AXPAMERICAN EXPRESS CO	6,084	$1.9B	0.47%
55	MPCMARATHON PETE CORP	11,324	$1.9B	0.45%
56	GLOFISHARES TR	38,511	$1.9B	0.45%
57	EOGEOG RES INC	15,405	$1.8B	0.44%
58	PEPPEPSICO INC	13,911	$1.8B	0.44%
59	DDOMINION ENERGY INC	31,587	$1.8B	0.43%
60	CVXCHEVRON CORP NEW	12,164	$1.7B	0.42%
61	VVISA INC	4,790	$1.7B	0.41%
62	BKRBAKER HUGHES COMPANY	42,588	$1.6B	0.39%
63	BBINJ P MORGAN EXCHANGE TRADED F	23,613	$1.6B	0.38%
64	MGCVANGUARD WORLD FD	6,725	$1.5B	0.36%
65	VONGVANGUARD SCOTTSDALE FDS	13,460	$1.5B	0.35%
66	COSTCOSTCO WHSL CORP NEW	1,465	$1.5B	0.35%
67	JAVAJ P MORGAN EXCHANGE TRADED F	21,818	$1.4B	0.34%
68	CFCF INDS HLDGS INC	14,826	$1.4B	0.33%
69	EXPDEXPEDITORS INTL WASH INC	11,928	$1.4B	0.33%
70	SPYSPDR S&P 500 ETF TR	2,184	$1.4B	0.33%
71	LHLABCORP HOLDINGS INC	5,131	$1.3B	0.32%
72	TRVCCITIGROUP INC	15,734	$1.3B	0.32%
73	HDHOME DEPOT INC	3,590	$1.3B	0.32%
74	CBRECBRE GROUP INC	9,386	$1.3B	0.32%
75	VEAVANGUARD TAX-MANAGED FDS	23,056	$1.3B	0.32%
76	JGROJ P MORGAN EXCHANGE TRADED F	14,969	$1.3B	0.31%
77	VYMVANGUARD WHITEHALL FDS	9,445	$1.3B	0.30%
78	VOVANGUARD INDEX FDS	4,368	$1.2B	0.30%
79	HONHONEYWELL INTL INC	5,175	$1.2B	0.29%
80	KOCOCA COLA CO	16,899	$1.2B	0.29%
81	NOCNORTHROP GRUMMAN CORP	2,273	$1.1B	0.27%
82	DEDEERE & CO	2,175	$1.1B	0.27%
83	AMATAPPLIED MATLS INC	5,829	$1.1B	0.26%
84	ORLYOREILLY AUTOMOTIVE INC	11,550	$1.0B	0.25%
85	IJSISHARES TR	10,069	$1.0B	0.24%
86	LMTLOCKHEED MARTIN CORP	2,159	$1.0B	0.24%
87	ADBEADOBE INC	2,545	$984.6M	0.24%
88	NEENEXTERA ENERGY INC	14,016	$973.0M	0.23%
89	LRCXLAM RESEARCH CORP	9,882	$964.2M	0.23%
90	TXNTEXAS INSTRS INC	4,498	$933.9M	0.22%
91	JIREJ P MORGAN EXCHANGE TRADED F	12,460	$881.8M	0.21%
92	DISDISNEY WALT CO	7,076	$881.1M	0.21%
93	CRMSALESFORCE INC	3,187	$870.3M	0.21%
94	IBMINTERNATIONAL BUSINESS MACHS	2,929	$863.4M	0.21%
95	GSLCGOLDMAN SACHS ETF TR	7,075	$858.8M	0.21%
96	RLRALPH LAUREN CORP	3,049	$839.1M	0.20%
97	GEGE AEROSPACE	3,238	$833.4M	0.20%
98	KMBKIMBERLY-CLARK CORP	6,349	$826.6M	0.20%
99	FOXAFOX CORP	14,665	$821.8M	0.20%
100	CITCINTAS CORP	3,587	$799.4M	0.19%

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