Titelia

Holdings of 3Chopt Investment Partners, LLC

216 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 42.5 % of the equity sleeve

Sector breakdown

  • Technology 20.6 %
  • Funds 14.0 %
  • Financials 8.2 %
  • Health care 7.6 %
  • Communication 6.4 %
  • Consumer staples 6.0 %
  • Consumer discretionary 5.3 %
  • Industrials 4.6 %
  • Energy 3.3 %
  • Utilities 2.7 %
  • Materials 1.1 %
  • Real estate 0.7 %
  • Unattributed 19.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.9 %
  • MX 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US215423M $99.94 %
2MX1244.6K $0.06 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 91,66754.8M $
2NVIDIA Corp 152,79926.6M $
3Vanguard Small-Cap ETF 100,16326.2M $
4Apple Inc 70,58717.9M $
5Alphabet Inc 47,76713.7M $
6Microsoft Corp 26,89210M $
7Broadcom Inc 26,9978.4M $
8Berkshire Hathaway Inc 16,9518.1M $
9Meta Platforms Inc 12,4087.1M $
10McKesson Corp 7,9496.9M $
11Philip Morris International Inc. 39,6636.6M $
12J.P. MORGAN EXCHANGE-TRADED FUND TRUST 49,2925.8M $
13Vistra Corp 37,3065.6M $
14Vanguard FTSE All-World ex-US ETF 71,7845.4M $
15Johnson & Johnson 21,5065.3M $
16JPMorgan Chase & Co 17,6185.2M $
17Williams Cos Inc/The 68,0455M $
18Altria Group, Inc. 73,3104.9M $
19Walmart Inc 34,9984.4M $
20Cisco Systems, Inc. 54,9824.3M $
21Amazon.com Inc 20,2474.2M $
22Exxon Mobil Corp 23,4664M $
23Booking Holdings Inc 8983.8M $
24Vanguard Index Funds 16,6843.6M $
25Lam Research Corp 16,7013.6M $
26Eli Lilly & Co 3,6293.3M $
27AbbVie Inc 15,2383.3M $
28Gilead Sciences Inc 23,1553.2M $
29Norfolk Southern Corp 10,6133M $
30Alphabet Inc 10,5493M $
31Tesla Inc 8,1133M $
32iShares Russell 2000 ETF 11,5602.9M $
33RTX Corp 14,2222.7M $
34Marathon Petroleum Corp 11,2092.7M $
35Mastercard Inc 5,4682.7M $
36iShares Core MSCI EAFE ETF 29,7422.7M $
37Merck & Co Inc 22,1942.7M $
38KLA Corp 1,8252.7M $
39Dropbox Inc 116,5482.6M $
40Chevron Corp 12,6242.6M $
41Baker Hughes Co 42,6022.6M $
42Progressive Corp/The 13,1132.6M $
43Bank of America Corp 52,5892.6M $
44PepsiCo Inc 15,4352.4M $
45Charles Schwab Corp/The 25,2332.4M $
46Procter & Gamble Co/The 16,1132.3M $
47Berkshire Hathaway Inc 32.2M $
48McDonald's Corp. 6,6842.1M $
49Applied Materials Inc 5,9772M $
50QUALCOMM Inc 15,8342M $
51Micron Technology Inc 5,6461.9M $
52Cigna Group/The 6,9341.8M $
53Dominion Energy Inc 29,2611.8M $
54American Express Co 5,5571.7M $
55Cintas Corp 9,8871.7M $
56Vertex Pharmaceuticals Inc 3,6951.6M $
57J.P. MORGAN EXCHANGE-TRADED FUND TRUST 22,7041.6M $
58Expeditors International of Washington Inc 11,1921.6M $
59NVR Inc 2431.6M $
60VANGUARD WORLD FUND 6,7251.6M $
61Northrop Grumman Corp 2,2461.5M $
62Visa Inc 5,0431.5M $
63Coca-Cola Co/The 19,7921.5M $
64Costco Wholesale Corp 1,5141.5M $
65Vanguard Russell 1000 Growth ETF 13,4601.5M $
66Caterpillar Inc 2,0141.4M $
67State Street SPDR S&P 500 ETF Trust 2,1811.4M $
68NextEra Energy Inc 15,0591.4M $
69JPMorgan International Research Enhanced Equity ETF 18,3551.4M $
70CBRE Group Inc 10,2531.4M $
71Vanguard High Dividend Yield E 9,3761.4M $
72Vanguard FTSE Developed Markets ETF 20,4341.3M $
73CF Industries Holdings Inc 10,0531.3M $
74JPMorgan Active Growth ETF 15,0191.3M $
75Expedia Group Inc 5,4681.3M $
76JPMorgan BetaBuilders International Equity ETF 17,1911.3M $
77Vanguard Mid-Cap ETF 4,3681.3M $
78Home Depot Inc/The 3,7771.2M $
79Lockheed Martin Corp 1,9781.2M $
80iShares Trust 10,0691.2M $
81EOG Resources Inc 8,1541.2M $
82Labcorp Holdings Inc 4,3501.2M $
83Honeywell International Inc 5,1131.2M $
84Corning Inc 8,0101.1M $
85Fox Corp 17,4791M $
86Deere & Co 1,7861M $
87O'Reilly Automotive Inc 10,8871M $
88General Electric Co 3,362955.6K $
89Goldman Sachs Group Inc/The 1,050888.3K $
90Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 7,075885.3K $
91Equinix Inc 868850.8K $
92Tapestry Inc 5,979843.7K $
93TJX Cos Inc/The 5,280843.2K $
94Analog Devices Inc 2,648842.4K $
95Duke Energy Corp 6,415840K $
96Ralph Lauren Corp 2,417833.6K $
97VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 3,874833.1K $
98Texas Instruments Inc 4,052786.7K $
99iShares MSCI EAFE ETF 7,984775.5K $
100WW Grainger Inc 707771.2K $