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Home > Institutional Investor > 3chopt Investment Partners, Llc > Profile

Instuitional Investor - 3chopt Investment Partners, Llc

Fund Profile
Filing Period:
Fund Name: 3chopt Investment Partners, Llc
Portfolio Value $381,736,608
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 87,348 $44,889,259 11.76%
2.
Vanguard Index Fds - SMALL CP ETF
 97,487 $21,617,785 5.66%
3.
Nvidia Corp
 NVDA 160,540 $17,400,856 4.56%
4.
Apple Inc.
 AAPL 70,906 $15,750,350 4.13%
5.
Berkshire Hathaway Inc
 BRK.A 16,795 $8,944,681 2.34%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)