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  Name: 3Chopt Investment Partners LLC
  City: Richmond
  State: VA
  Zip: 23226
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $271,739,000
  Total Value Change : $102,343,000
  Securities Held Change : 108
   
All Securities Held : 165
  New Positions : 34
  Closed Positions : 2
  Increased Positions : 110
  Unchanged Positions : 2
  Decreased Positions : 19

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Holdings Found : 100     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 1 - $478.74 $38,392,000 87,894 14.13% 5,598,000 4,702 0.01    Closed - End Fund - E...
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 2 - $222.54 $21,137,000 99,079 7.78% 4,685,000 12,066 0.053    Closed - End Fund - E...
   (AAPL)1 Year Chart         AAPL Apple Inc 3 - $183.05 $11,031,000 57,294 4.06% 3,291,000 12,086 0    Personal Computers
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 4 - $898.78 $7,418,000 14,979 2.73% 1,359,000 1,049 0.001    Semiconductor - Speci...
   (GOOG)1 Year Chart         GOOG Alphabet Inc 5 - $170.29 $6,474,000 45,935 2.38% 1,867,000 10,992 0.001    Search Engines & Info...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 6 - $412.05 $5,880,000 16,487 2.16% 184,000 227 0.001    Property & Casualty I...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 7 - $414.74 $5,183,000 13,782 1.91% 1,782,000 3,012 0    Application Software
   (NVR)1 Year Chart         NVR NVR Inc 8 - $7,655.39 $4,298,000 614 1.58% 929,000 49 0.014    Residential Construct...
   (MRK)1 Year Chart         MRK Merck & Co Inc 10 - $131.20 $3,741,000 34,071 1.38% 269,000 586 0.001    Drug Manufacturers - ...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 11 - $1,332.80 $3,648,000 3,268 1.34% 1,526,000 713 0.001    Semiconductor- Broad...
   (ACGL)1 Year Chart         ACGL Arch Capital Group Ltd 12 - $100.05 $3,290,000 44,300 1.21% -234,000 90 0.011    Property & Casualty I...
   (FB)1 Year Chart         FB Meta Platforms Inc 15 - $476.20 $3,022,000 8,539 1.11% 3,022,000 8,539 0    Internet Service Prov...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 16 - $198.77 $2,935,000 17,257 1.08% 446,000 97 0.001    Domestic Money Center...
   (PG)1 Year Chart         PG Procter & Gamble Co 17 - $166.85 $2,858,000 19,503 1.05% 98,000 580 0.001    Cleaning Products
   (CHKP)1 Year Chart         CHKP Check Point Software Techno... 18 - $151.57 $2,827,000 18,505 1.04% 511,000 1,129 0.013    Security Software & S...
   (CI)1 Year Chart         CI Cigna Corporation 19 - $348.39 $2,793,000 9,328 1.03% 128,000 11 0.003    Health Care Plans
   (VRTX)1 Year Chart         VRTX Vertex Pharmaceuticals Inc 20 - $422.78 $2,762,000 6,787 1.02% 700,000 856 0.003    Drug Manufacturers - ...
   (PM)1 Year Chart         PM Philip Morris International... 23 - $99.66 $2,486,000 26,069 0.91% 247,000 2,196 0.002    Cigarettes & Other To...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 24 - $57.31 $2,477,000 44,128 0.91% 623,000 8,380 0.009    Closed - End Fund - F...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 27 - $149.91 $2,424,000 15,466 0.89% 92,000 494 0.001    Drug Manufacturers - ...
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 28 - $3,805.75 $2,423,000 683 0.89% 2,423,000 683 0.001    Internet Software & S...
   (AERG)1 Year Chart         AERG Applied Energetic Inc 29 - $2.08 $2,378,000 1,073,567 0.88% -258,000 10,696 0.68    Scientific & Technica...
   (PGR)1 Year Chart         PGR Progressive Corp 30 - $215.76 $2,364,000 14,839 0.87% 299,000 18 0.003    Property & Casualty I...
   (MO)1 Year Chart         MO Altria Group Inc 31 - $44.90 $2,348,000 56,842 0.86% -33,000 1,475 0.003    Cigarettes & Other To...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 32 - $117.96 $2,339,000 23,397 0.86% -281,000 1,113 0.001    Integrated Oil & Gas
   (BBIN)1 Year Chart         BBIN Jpmorgan Betabuilders Inter... 35 - $0.00 $2,266,000 39,799 0.83% 873,000 13,058 0.044    N/A
   (VST)1 Year Chart         VST Vistra Energy Corp 37 - $93.42 $2,117,000 54,969 0.78% 1,364,000 32,276 0.011    N/A
   (DBX)1 Year Chart         DBX Dropbox Inc 38 - $23.13 $2,092,000 70,957 0.77% 470,000 11,397 0.022    N/A
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 39 - $468.88 $2,075,000 4,577 0.76% 2,075,000 4,577 0.002    Aerospace/Defense - M...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 40 - $187.48 $2,069,000 13,616 0.76% 2,069,000 13,616 0    Internet Software & S...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 41 - $61.89 $2,028,000 41,209 0.75% 472,000 3,119 0.001    Domestic Money Center...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 42 - $760.00 $2,027,000 3,477 0.75% 2,027,000 3,477 0    Drug Manufacturers - ...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 45 - $60.24 $1,636,000 10,343 0.6% 1,636,000 10,343 0    Discount, Variety Stores
   (LH)1 Year Chart         LH Laboratory Corp of America 47 - $207.67 $1,546,000 6,803 0.57% 1,546,000 6,803 0.007    Medical Laboratories ...
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 49 - $179.56 $1,492,000 10,056 0.55% 1,492,000 10,056 0.002    Oil & Gas Refining, P...
   (BHGE)1 Year Chart         BHGE Baker Hughes A Ge Co 50 - $32.34 $1,489,000 43,556 0.55% -47,000 74 0.004    N/A
   (CVX)1 Year Chart         CVX Chevron Corp 51 - $165.82 $1,469,000 9,850 0.54% 1,469,000 9,850 0.001    Integrated Oil & Gas
   (EXPD)1 Year Chart         EXPD Expeditors International of... 52 - $118.33 $1,464,000 11,509 0.54% 219,000 646 0.007    AirDelivery & Freight...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 53 - $160.75 $1,441,000 9,301 0.53% 1,441,000 9,301 0.001    Drug Manufacturers - ...
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 54 - $249.65 $1,395,000 5,900 0.51% 1,395,000 5,900 0.002    Railroads
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 55 - $44.94 $1,383,000 26,951 0.51% 88,000 4,640 0.001    Drug Manufacturers - ...
   (EOG)1 Year Chart         EOG EOG Resources Inc 56 - $130.10 $1,348,000 11,147 0.5% 1,348,000 11,147 0.002    Independent Oil & Gas
   (ORLY)1 Year Chart         ORLY O Reilly Automotive Inc 57 - $1,019.33 $1,304,000 1,372 0.48% 1,304,000 1,372 0.002    Auto Parts Stores
   (BAC)1 Year Chart         BAC Bank of America Corp 58 - $38.45 $1,172,000 34,819 0.43% 233,000 541 0    Domestic Money Center...
   (RTX)1 Year Chart         RTX RTX Corp 59 - $101.02 $1,171,000 13,919 0.43% 192,000 320 0.001    Conglomerates
   (MA)1 Year Chart         MA MasterCard Inc A 60 - $456.98 $1,168,000 2,738 0.43% 1,168,000 2,738 0    Business Services
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 66 - $520.84 $1,040,000 2,179 0.38% 1,040,000 2,179 0    Closed - End Fund - E...
   (HD)1 Year Chart         HD Home Depot Inc 67 - $346.43 $1,021,000 2,946 0.38% 1,021,000 2,946 0    Home Improvement Stores
   (ORCL)1 Year Chart         ORCL Oracle Corp 69 - $116.67 $1,005,000 9,533 0.37% 1,005,000 9,533 0    Application Software
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 72 - $209.73 $948,000 5,848 0.35% 948,000 5,848 0.001    Semiconductor Equipme...
   (AZO)1 Year Chart         AZO Autozone Inc 73 - $2,979.32 $946,000 366 0.35% 946,000 366 0.002    Auto Parts Stores
   (LRCX)1 Year Chart         LRCX Lam Research Corp 74 - $915.42 $924,000 1,177 0.34% 924,000 1,177 0.001    Semiconductor Equipme...
   (BLDR)1 Year Chart         BLDR Builders Firstsource Inc 75 - $166.96 $911,000 5,459 0.34% 911,000 5,459 0.003    Home Improvement Stores
   (LEN)1 Year Chart         LEN Lennar Corp 76 - $162.93 $900,000 6,040 0.33% 900,000 6,040 0.002    Residential Construct...
   (ACN)1 Year Chart         ACN Accenture Plc 77 - $306.33 $889,000 2,532 0.33% 889,000 2,532 0    Management Services
   (ADSK)1 Year Chart         ADSK Autodesk Inc 78 - $217.77 $885,000 3,634 0.33% 885,000 3,634 0.002    Technical & System So...
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 79 - $474.80 $882,000 1,883 0.32% 882,000 1,883 0.001    Aerospace/Defense - M...
   (CBG)1 Year Chart         CBG CBRE Group Inc 80 - $90.22 $881,000 9,466 0.32% 881,000 9,466 0.003    Property Management
   (JEMA)1 Year Chart         JEMA Jpmorgan Activebuilders Eme... 81 - $0.00 $869,000 23,978 0.32% 516,000 13,765 0.036    N/A
   (AXP)1 Year Chart         AXP American Express Co 82 - $242.30 $851,000 4,544 0.31% 851,000 4,544 0.001    Credit Services
   (POST)1 Year Chart         POST Post Holdings, Inc. 83 - $106.81 $840,000 9,543 0.31% 840,000 9,543 0.014    Food - Major Diversified
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 85 - $71.20 $816,000 11,206 0.3% 66,000 464 0.001    Food - Major Diversified
   (NUE)1 Year Chart         NUE Nucor Corp 86 - $174.47 $800,000 4,584 0.29% 800,000 4,584 0.002    Steel & Iron
   (V)1 Year Chart         V Visa Inc 87 - $280.74 $779,000 2,992 0.29% 779,000 2,992 0    Business Services
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 90 - $512.81 $736,000 1,398 0.27% 736,000 1,398 0    Health Care Plans
   (TXN)1 Year Chart         TXN Texas Instruments Inc 91 - $187.05 $735,000 4,309 0.27% 735,000 4,309 0    Semiconductor- Broad...
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 92 - $182.08 $698,000 4,826 0.26% 698,000 4,826 0    Communication Equipment
   (MCD)1 Year Chart         MCD McDonalds Corp 93 - $275.00 $685,000 2,310 0.25% 685,000 2,310 0    Restaurants
   (EQIX)1 Year Chart         EQIX Equinix Inc 95 - $757.68 $630,000 782 0.23% 630,000 782 0.001    Telecom Services - Do...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 96 - $235.03 $575,000 2,582 0.21% 575,000 2,582 0    Home Improvement Stores
   (WLTW)1 Year Chart         WLTW Willis Towers Watson Public... 97 - $256.93 $556,000 2,299 0.2% 556,000 2,299 0.002    Insurance Brokers
   (HON)1 Year Chart         HON Honeywell International Inc 100 - $202.92 $535,000 2,550 0.2% 535,000 2,550 0    Conglomerates
   (ABT)1 Year Chart         ABT Abbott Laboratories 101 - $104.74 $533,000 4,843 0.2% 533,000 4,843 0    Drug Manufacturers - ...
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc 102 - $973.80 $526,000 599 0.19% 526,000 599 0.001    Biotechnology
   (DFS)1 Year Chart         DFS Discover Financial Services 103 - $124.27 $508,000 4,521 0.19% 508,000 4,521 0.002    Credit Services
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 104 - $55.82 $501,000 6,342 0.18% 501,000 6,342 0    Drug Stores
   (SBUX)1 Year Chart         SBUX Starbucks Corp 105 - $76.11 $498,000 5,183 0.18% 498,000 5,183 0    Specialty Eateries
   (NSRGY)1 Year Chart         NSRGY NESTLE SA ADR 106 - $105.05 $483,000 4,173 0.18% 483,000 4,173 0    N/A
   (DHR)1 Year Chart         DHR Danaher Corp 109 - $253.38 $467,000 2,017 0.17% 467,000 2,017 0    General Building Mate...
   (TXT)1 Year Chart         TXT Textron Inc 110 - $88.55 $463,000 5,755 0.17% 463,000 5,755 0.003    Conglomerates
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 111 - $181.14 $453,000 2,658 0.17% 453,000 2,658 0.001    Closed - End Fund - Debt
   (PAYX)1 Year Chart         PAYX Paychex Inc 112 - $122.55 $452,000 3,793 0.17% 452,000 3,793 0.001    Staffing & Outsourcin...
   (DIS)1 Year Chart         DIS Walt Disney Co 113 - $105.79 $444,000 4,902 0.16% 444,000 4,902 0    Entertainment - Diver...
   (TJX)1 Year Chart         TJX TJX Companies Inc 114 - $98.81 $435,000 4,639 0.16% 435,000 4,639 0    Discount, Variety Stores
   (MU)1 Year Chart         MU Micron Technology Inc 115 - $121.24 $427,000 4,999 0.16% 427,000 4,999 0    Semiconductor - Memor...
   (BLK)1 Year Chart         BLK BlackRock Inc A 116 - $796.67 $422,000 520 0.16% 422,000 520 0    Investment Brokerage ...
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 117 - $433.55 $420,000 1,106 0.15% 420,000 1,106 0.001    Asset Management
   (DUK)1 Year Chart         DUK Duke Energy Corp 118 - $102.67 $409,000 4,210 0.15% 409,000 4,210 0.001    Electric Utilities
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 121 - $250.55 $393,000 1,426 0.14% 393,000 1,426 0.001    Diversified Chemicals
   (CCI)1 Year Chart         CCI Crown Castle International ... 122 - $99.51 $386,000 3,347 0.14% 386,000 3,347 0.001    Integrated Telecommun...
   (KO)1 Year Chart         KO Coca-Cola Co 123 - $63.26 $381,000 6,462 0.14% 381,000 6,462 0    Beverage Soft Drinks...
   (DE)1 Year Chart         DE Deere & Co 124 - $407.89 $376,000 937 0.14% 376,000 937 0    Farm & Construction M...
   (DEO)1 Year Chart         DEO Diageo Plc (ADR) 126 - $142.94 $363,000 2,492 0.13% 363,000 2,492 0    Beverage - Brewers
   (LHX)1 Year Chart         LHX L3harris Technologies Inc 127 - $219.60 $361,000 1,713 0.13% 361,000 1,713 0.003    Communication Equipment
   (LKQ)1 Year Chart         LKQ LKQ Corp 128 - $44.21 $361,000 7,548 0.13% 361,000 7,548 0    Auto Parts Wholesale
   (UPS)1 Year Chart         UPS United Parcel Service Inc 129 - $147.37 $359,000 2,284 0.13% 359,000 2,284 0    AirDelivery & Freight...
   (SPGI)1 Year Chart         SPGI S&P Global Inc 130 - $431.57 $354,000 803 0.13% 354,000 803 0    Publishing
   (FIS)1 Year Chart         FIS Fidelity National Information 132 - $74.64 $348,000 5,798 0.13% 348,000 5,798 0.001    Business Services
   (WRK)1 Year Chart         WRK Westrock Co 134 - $51.64 $347,000 8,346 0.13% 347,000 8,346 0    N/A
   (DELL)1 Year Chart         DELL Dell Technologies Inc 138 - $132.77 $313,000 4,094 0.12% 313,000 4,094 0.002    N/A

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