3chopt Investment Partners 13F annual report
3chopt Investment Partners is an investment fund managing more than $328 billion ran by Candy Palugi. There are currently 183 companies in Mrs. Palugi’s portfolio. The largest investments include Vanguard S&p 500 Etf and Vanguard Small Cap Etf, together worth $65.6 billion.
$328 billion Assets Under Management (AUM)
As of 15th August 2024, 3chopt Investment Partners’s top holding is 88,782 shares of Vanguard S&p 500 Etf currently worth over $44.6 billion and making up 13.6% of the portfolio value.
In addition, the fund holds 96,171 shares of Vanguard Small Cap Etf worth $21.1 billion.
The third-largest holding is NVIDIA Corp worth $18.6 billion and the next is Apple Inc worth $12.8 billion, with 60,745 shares owned.
Currently, 3chopt Investment Partners's portfolio is worth at least $328 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at 3chopt Investment Partners
The 3chopt Investment Partners office and employees reside in Richmond, Virginia. According to the last 13-F report filed with the SEC, Candy Palugi serves as the Chief Compliance Officer at 3chopt Investment Partners.
Recent trades
In the most recent 13F filing, 3chopt Investment Partners revealed that it had opened a new position in
Qualcomm and bought 10,712 shares worth $2.13 billion.
This means they effectively own approximately 0.1% of the company.
Qualcomm makes up
3.4%
of the fund's Technology sector allocation and has grown its share price by 57.2% in the past year.
The investment fund also strengthened its position in Vanguard S&p 500 Etf by buying
524 additional shares.
This makes their stake in Vanguard S&p 500 Etf total 88,782 shares worth $44.6 billion.
On the other hand, Candy Palugi disclosed a decreased stake in Apple Inc by approximately 0.1%.
This leaves the value of the investment at $12.8 billion and 60,745 shares.
One of the smaller hedge funds
The two most similar investment funds to 3chopt Investment Partners are Gateway Wealth Partners and Wr Wealth Planners. They manage $328 billion and $328 billion respectively.
Candy Palugi investment strategy
3chopt Investment Partners’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Technology — making up 19.3% of
the total portfolio value.
The fund focuses on investments in the United States as
55.7% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
54% of the total holdings value.
On the other hand, small-cap stocks make up only 1.6% of the portfolio.
The average market cap of the portfolio companies is close to $179 billion.
The complete list of 3chopt Investment Partners trades based on 13F SEC filings
These positions were updated on August 21st based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard S&p 500 Etf |
0.59%
88,782
|
$44,560,884,000 | 13.60% |
| Vanguard Small Cap Etf |
1.45%
96,171
|
$21,050,639,000 | 6.43% |
| NVIDIA Corp |
919.41%
150,505
|
$18,593,388,000 | 5.68% |
| Apple Inc |
8.35%
60,745
|
$12,794,112,000 | 3.91% |
| Alphabet Inc |
5.04%
49,158
|
$9,016,560,000 | 2.75% |
| Microsoft Corporation |
10.73%
16,114
|
$7,202,273,000 | 2.20% |
| Berkshire Hathaway Inc. |
0.77%
16,582
|
$6,745,558,000 | 2.06% |
| Meta Platforms Inc |
35.44%
12,378
|
$6,241,235,000 | 1.91% |
| Mckesson Corporation |
0.32%
8,364
|
$4,890,153,000 | 1.49% |
| Broadcom Inc |
14.65%
2,848
|
$4,572,549,000 | 1.40% |
| Vistra Energy Corp |
9.37%
51,659
|
$4,441,641,000 | 1.36% |
| NVR Inc. |
No change
581
|
$4,408,953,000 | 1.35% |
| Merck & Co Inc |
0.23%
34,521
|
$4,300,222,000 | 1.31% |
| Vertex Pharmaceutical |
1.56%
7,942
|
$3,722,574,000 | 1.14% |
| Philip Morris Intl |
1.36%
35,588
|
$3,652,329,000 | 1.11% |
| Arch Cap Group Ltd F |
6.68%
35,288
|
$3,560,206,000 | 1.09% |
| Jpmorgan Chase |
0.40%
17,366
|
$3,512,447,000 | 1.07% |
| Vanguard Ftse All World Ex Us Etf |
24.50%
58,749
|
$3,445,041,000 | 1.05% |
| Eli Lilly & Co. |
14.80%
3,746
|
$3,391,553,000 | 1.04% |
| Check Pt Software F |
2.22%
19,441
|
$3,207,765,000 | 0.98% |
| Vanguard Small Cap Value Etf |
0.16%
17,178
|
$3,152,790,000 | 0.96% |
| Amazon.com Inc. |
7.43%
16,273
|
$3,144,757,000 | 0.96% |
| Altria Group Inc. |
1.18%
66,371
|
$3,088,919,000 | 0.94% |
| Procter & Gamble Co. |
1.41%
18,225
|
$3,005,653,000 | 0.92% |
| Cigna Corp |
1.58%
8,991
|
$2,972,155,000 | 0.91% |
| Progressive Corp. |
1.24%
14,084
|
$2,925,397,000 | 0.89% |
| PulteGroup Inc |
6.16%
26,079
|
$2,876,366,000 | 0.88% |
| Williams Cos Inc |
0.10%
66,305
|
$2,817,975,000 | 0.86% |
| Jpmorgan Betabuilders Us Eqy Etf |
7.33%
28,587
|
$2,804,956,000 | 0.86% |
| Booking Holdings Inc |
0.28%
704
|
$2,788,896,000 | 0.85% |
| Wells Fargo & Co. |
2.37%
45,991
|
$2,731,415,000 | 0.83% |
| Ishares Russell 2000 Etf |
1.06%
12,829
|
$2,602,876,000 | 0.79% |
| Dropbox Inc |
15.86%
113,771
|
$2,556,434,000 | 0.78% |
| Ishares Core Msci Eafe Etf |
0.06%
34,444
|
$2,502,012,000 | 0.76% |
| Cisco Systems, Inc. |
10.03%
51,296
|
$2,437,073,000 | 0.74% |
| Charles Schwab Corp. |
1.32%
32,811
|
$2,417,843,000 | 0.74% |
| Johnson & Johnson |
0.50%
15,553
|
$2,273,175,000 | 0.69% |
| Abbvie Inc |
20.70%
13,030
|
$2,234,906,000 | 0.68% |
| Wal-mart |
2.58%
32,509
|
$2,201,184,000 | 0.67% |
| Qualcomm, Inc. |
Opened
10,712
|
$2,133,616,000 | 0.65% |
| Pepsico Inc |
1.72%
12,881
|
$2,124,463,000 | 0.65% |
| Bristol-Myers Squibb Co. |
19.71%
45,339
|
$1,882,910,000 | 0.57% |
| Marathon Pete Corp |
0.76%
10,215
|
$1,772,057,000 | 0.54% |
| Raytheon Technologies Co |
20.33%
16,895
|
$1,696,089,000 | 0.52% |
| Jpmorgan Betabuild Interl Eqy Etf |
16.28%
28,069
|
$1,658,317,000 | 0.51% |
| Chevron Corp. |
2.31%
10,570
|
$1,653,373,000 | 0.50% |
| EOG Resources, Inc. |
2.80%
12,723
|
$1,601,444,000 | 0.49% |
| Expeditors International Of Washington, Inc. |
0.47%
12,699
|
$1,584,708,000 | 0.48% |
| Exxonmobil |
8.00%
13,655
|
$1,571,948,000 | 0.48% |
| Baker Hughes Co |
1.46%
43,126
|
$1,516,741,000 | 0.46% |
| Target Corp |
1.78%
10,197
|
$1,509,593,000 | 0.46% |
| Bank Of America Corp. |
3.23%
37,008
|
$1,471,808,000 | 0.45% |
| Oracle Corp. |
Opened
10,057
|
$1,420,048,000 | 0.43% |
| Jpmorgan Global Select Equity Etf |
Opened
23,294
|
$1,406,958,000 | 0.43% |
| Comcast Corp Class A |
18.67%
35,713
|
$1,398,521,000 | 0.43% |
| Verizon |
2.05%
33,272
|
$1,372,138,000 | 0.42% |
| Dominion Energy Inc |
33.16%
27,655
|
$1,355,095,000 | 0.41% |
| Vanguard Mega Cap Etf |
Opened
6,725
|
$1,330,929,000 | 0.41% |
| Tesla Inc |
Opened
6,684
|
$1,322,630,000 | 0.40% |
| Labcorp Holdings Inc. |
Opened
6,478
|
$1,318,338,000 | 0.40% |
| Mastercard Inc Class A |
Opened
2,899
|
$1,278,923,000 | 0.39% |
| Vanguard Russell 1000 Growth Etf |
No change
13,460
|
$1,264,575,000 | 0.39% |
| Norfolk Southern Corp. |
Opened
5,715
|
$1,226,957,000 | 0.37% |
| Spdr S&p 500 Etf |
Opened
2,203
|
$1,202,792,000 | 0.37% |
| Vanguard Ftse Developed Markets Etf |
10.72%
23,418
|
$1,157,318,000 | 0.35% |
| Home Depot, Inc. |
Opened
3,360
|
$1,156,646,000 | 0.35% |
| Crh Public Limited Co F |
Opened
15,296
|
$1,146,894,000 | 0.35% |
| Vanguard High Dividend Yield Etf |
Opened
9,445
|
$1,120,177,000 | 0.34% |
| JPMorgan Active Value ETF |
19.89%
18,750
|
$1,111,125,000 | 0.34% |
| Lam Research Corp. |
Opened
1,036
|
$1,105,241,000 | 0.34% |
| American Express Co. |
Opened
4,753
|
$1,100,557,000 | 0.34% |
| Lockheed Martin Corp. |
Opened
2,348
|
$1,096,865,000 | 0.33% |
| Vanguard Mid Cap Etf |
Opened
4,368
|
$1,061,550,000 | 0.32% |
| Jpmorgan Active Growth Etf |
0.99%
13,962
|
$1,049,244,000 | 0.32% |
| Alphabet Inc |
Opened
5,725
|
$1,042,809,000 | 0.32% |
| Adobe Inc |
Opened
1,851
|
$1,028,305,000 | 0.31% |
| Ishares S&p Small Cap 600 Value Etf |
No change
10,376
|
$1,009,274,000 | 0.31% |
| Texas Instruments Inc. |
Opened
4,852
|
$943,860,000 | 0.29% |
| Arm Hldgs Plc F Unsponsored Adr |
Opened
5,635
|
$921,999,000 | 0.28% |
| Lennar Corp. |
Opened
6,029
|
$903,566,000 | 0.28% |
| Visa Inc |
Opened
3,403
|
$893,185,000 | 0.27% |
| Post Holdings Inc |
Opened
8,422
|
$877,236,000 | 0.27% |
| Deere & Co. |
Opened
2,333
|
$875,108,000 | 0.27% |
| Autodesk Inc. |
Opened
3,532
|
$873,993,000 | 0.27% |
| O'reilly Automotive |
Opened
806
|
$851,184,000 | 0.26% |
| CBRE Group Inc |
Opened
9,473
|
$844,139,000 | 0.26% |
| Mondelez Intl Class A |
3.37%
12,743
|
$839,318,000 | 0.26% |
| Unitedhealth Group Inc |
Opened
1,630
|
$830,094,000 | 0.25% |
| Jpmorgan U.s. Quality Factor Etf |
2.60%
15,486
|
$819,984,000 | 0.25% |
| Northrop Grumman Corp. |
Opened
1,832
|
$798,660,000 | 0.24% |
| AT&T, Inc. |
63.43%
41,302
|
$789,281,000 | 0.24% |
| Abbott Laboratories |
Opened
7,538
|
$783,274,000 | 0.24% |
| CF Industries Holdings Inc |
2.38%
10,410
|
$771,589,000 | 0.24% |
| Goldman Sachs Actvbeta Us Lrg Etf |
Opened
7,075
|
$756,671,000 | 0.23% |
| Owens Corning Fiberglas |
Opened
4,336
|
$753,250,000 | 0.23% |
| Micron Technology Inc. |
Opened
5,468
|
$719,206,000 | 0.22% |
| Accenture Plc F Class A |
Opened
2,363
|
$716,958,000 | 0.22% |
| General Electric Co |
Opened
4,431
|
$704,396,000 | 0.22% |
| Jpmorgan Activebld Emrg Mrkt Eqy Etf |
20.63%
18,030
|
$688,295,000 | 0.21% |
| Pfizer Inc. |
97.94%
22,767
|
$637,021,000 | 0.19% |
| Honeywell International Inc |
Opened
2,941
|
$628,021,000 | 0.19% |
| Mcdonald's |
Opened
2,463
|
$627,671,000 | 0.19% |
| Chipotle Mexican Grl |
Opened
9,732
|
$609,710,000 | 0.19% |
| Lowes Companies Inc |
Opened
2,700
|
$595,242,000 | 0.18% |
| Equinix Inc Reit |
Opened
771
|
$583,339,000 | 0.18% |
| Willis Towers Watson P F |
Opened
2,209
|
$581,011,000 | 0.18% |
| Air Prod & Chemicals |
Opened
2,249
|
$580,354,000 | 0.18% |
| Regeneron Pharms Inc |
Opened
538
|
$565,454,000 | 0.17% |
| TJX Companies, Inc. |
Opened
5,064
|
$557,546,000 | 0.17% |
| Cintas Corporation |
Opened
793
|
$555,306,000 | 0.17% |
| Danaher Corp. |
Opened
2,190
|
$547,763,000 | 0.17% |
| Jpmorgan U.s. Momentum Factor Etf |
Opened
10,148
|
$543,920,000 | 0.17% |
| Vanguard Dividend Appreciation Etf |
Opened
2,943
|
$539,891,000 | 0.16% |
| Cloudflare Inc |
Opened
6,490
|
$537,567,000 | 0.16% |
| Dell Technologies Inc |
Opened
3,839
|
$529,436,000 | 0.16% |
| Ishares Core S&p Small Cap Etf |
Opened
4,895
|
$522,101,000 | 0.16% |
| Coca-Cola Co |
Opened
7,956
|
$510,188,000 | 0.16% |
| Walt Disney |
Opened
5,124
|
$508,778,000 | 0.16% |
| Jpmrg Dvsfd Retn Emrg Mrks Eqy Etf |
Opened
8,993
|
$486,341,000 | 0.15% |
| Capital One Financial Corp. |
Opened
3,489
|
$483,023,000 | 0.15% |
| Textron Inc. |
Opened
5,624
|
$482,989,000 | 0.15% |
| Discover Financial Services |
Opened
3,641
|
$476,279,000 | 0.15% |
| Blackrock Inc. |
Opened
590
|
$464,519,000 | 0.14% |
| Jpmorgan Intern Resrch Enh Eqt Etf |
Opened
7,333
|
$459,046,000 | 0.14% |
| Salesforce Inc |
Opened
1,765
|
$453,782,000 | 0.14% |
| Duke Energy Corp. |
Opened
4,493
|
$450,333,000 | 0.14% |
| Fidelity Natl Info |
Opened
5,933
|
$447,111,000 | 0.14% |
| Costco Wholesale Corp |
Opened
525
|
$446,245,000 | 0.14% |
| Builders Firstsource Inc |
Opened
3,189
|
$441,389,000 | 0.13% |
| Nintendo Ltd F Sponsored Adr |
33.11%
32,455
|
$436,605,000 | 0.13% |
| WestRock Co |
Opened
8,435
|
$423,943,000 | 0.13% |
| Ishares Us Technology Etf |
Opened
2,750
|
$413,875,000 | 0.13% |
| Analog Devices Inc. |
Opened
1,812
|
$413,607,000 | 0.13% |
| Citigroup Inc |
Opened
6,391
|
$405,573,000 | 0.12% |
| Thermo Fisher Scientific Inc. |
Opened
725
|
$401,206,000 | 0.12% |
| L3Harris Technologies Inc |
Opened
1,784
|
$400,651,000 | 0.12% |
| Colgate-Palmolive Co. |
Opened
4,127
|
$400,484,000 | 0.12% |
| Paychex Inc. |
Opened
3,349
|
$397,057,000 | 0.12% |
| Ibm |
Opened
2,286
|
$395,364,000 | 0.12% |
| NextEra Energy Inc |
Opened
5,566
|
$394,128,000 | 0.12% |
| KLA Corp. |
Opened
462
|
$380,924,000 | 0.12% |
| EQT Corp |
0.90%
10,204
|
$377,344,000 | 0.12% |
| Nestle S A F Sponsored Adr |
Opened
3,635
|
$372,406,000 | 0.11% |
| United Parcel Service, Inc. |
Opened
2,649
|
$362,516,000 | 0.11% |
| S&P Global Inc |
Opened
812
|
$362,152,000 | 0.11% |
| Autozone Inc. |
Opened
122
|
$361,620,000 | 0.11% |
| JPMorgan Equity Premium Income |
Opened
6,347
|
$359,748,000 | 0.11% |
| Ameriprise Financial Inc |
Opened
842
|
$359,694,000 | 0.11% |
| Intuit Inc |
Opened
529
|
$347,664,000 | 0.11% |
| Waste Management, Inc. |
Opened
1,558
|
$332,384,000 | 0.10% |
| Crown Castle Intl Co Reit |
Opened
3,393
|
$331,496,000 | 0.10% |
| Truist Finl Corp |
Opened
8,525
|
$331,196,000 | 0.10% |
| Fiserv, Inc. |
Opened
2,148
|
$320,138,000 | 0.10% |
| Diageo plc |
Opened
2,536
|
$319,739,000 | 0.10% |
| Starbucks Corp. |
Opened
4,065
|
$316,460,000 | 0.10% |
| Rpm Interntnl |
Opened
2,928
|
$315,287,000 | 0.10% |
| General Dynamics Corp. |
Opened
1,082
|
$313,931,000 | 0.10% |
| The Southern Co. |
Opened
3,828
|
$296,938,000 | 0.09% |
| American International Group Inc |
Opened
3,949
|
$293,174,000 | 0.09% |
| Pnc Financial Services |
Opened
1,862
|
$289,504,000 | 0.09% |
| Caterpillar Inc. |
Opened
869
|
$289,464,000 | 0.09% |
| Morgan Stanley |
Opened
2,907
|
$282,531,000 | 0.09% |
| LKQ Corp |
Opened
6,777
|
$281,855,000 | 0.09% |
| Prudential Financial, Inc. |
Opened
2,401
|
$281,373,000 | 0.09% |
| Elevance Health |
Opened
516
|
$279,600,000 | 0.09% |
| HCA Healthcare Inc |
Opened
856
|
$275,016,000 | 0.08% |
| Nxp Semiconductors F |
Opened
990
|
$267,406,000 | 0.08% |
| Cadence Design Sys |
Opened
823
|
$253,278,000 | 0.08% |
| Goldman Sachs Group, Inc. |
Opened
558
|
$252,395,000 | 0.08% |
| Vanguard Internatnl Hgh Div Yld Etf |
Opened
3,540
|
$242,596,000 | 0.07% |
| Netflix Inc. |
Opened
351
|
$236,883,000 | 0.07% |
| Fastenal Co. |
Opened
3,706
|
$232,885,000 | 0.07% |
| Jpmorgan Dvrsfd Rtrn Intrnl Eqt Etf |
Opened
4,094
|
$226,316,000 | 0.07% |
| Invsc Qqq Trust Srs 1 Etf |
Opened
471
|
$226,019,000 | 0.07% |
| Nisource Inc 00500 |
Opened
7,839
|
$225,842,000 | 0.07% |
| Te Connectivity Ltd F |
Opened
1,479
|
$222,486,000 | 0.07% |
| Roper Technologies Inc |
Opened
391
|
$220,391,000 | 0.07% |
| Ballard Power Sys F |
Opened
97,378
|
$219,101,000 | 0.07% |
| Plug Power Inc |
Opened
90,909
|
$211,818,000 | 0.06% |
| Linde Plc F |
Opened
468
|
$205,363,000 | 0.06% |
| American Electric Power Company Inc. |
Opened
2,319
|
$203,469,000 | 0.06% |
| Union Pacific Corp. |
Opened
898
|
$203,181,000 | 0.06% |
| Applied Energetics |
1.39%
74,590
|
$112,631,000 | 0.03% |
| No transactions found | |||
| Showing first 500 out of 183 holdings | |||
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