3IP
3Chopt Investment Partners LLC Portfolio
Invests via 3Chopt Investment Partners, LLC | Managed by S. Preston Dillard, Scott J. Storey
Invests via 3Chopt Investment Partners, LLC
Managed by S. Preston Dillard, Scott J. Storey
Automatically Tracked
Company Profile
Mid-Atlantic middle-market real assets investment manager focused on operating businesses and real estate services, primarily deploying growth and buyout capital across health care services, infrastructure services and consumer-facing niches. 3Chopt Investment Partners, LLC targets control and significant minority stakes in profitable, founder-led companies, emphasizing operational improvement, add-on consolidation and long-term cash-flow generation. The firm combines sector-specialist operating partners with private equity buyout discipline and seeks steady yield and capital appreciation for institutional and family-office investors.
Mid-Atlantic middle-market real assets investment manager focused on operating businesses and real estate services, primarily deploying growth and buyout capital across health care services, infrastructure services and consumer-facing niches. 3Chopt Investment Partners, LLC targets control and significant minority stakes in profitable, founder-led companies, emphasizing operational improvement, add-on consolidation and long-term cash-flow generation. The firm combines sector-specialist operating partners with private equity buyout discipline and seeks steady yield and capital appreciation for institutional and family-office investors.
Investment Philosophy & Strategy
Focuses on middle‑market real assets and service businesses, deploying buyout and growth capital to drive durable cash flow and steady yield. Seeks control or meaningful minority positions in profitable, founder‑led companies across healthcare services, infrastructure services and consumer niches, applying operationally intensive value creation through add‑on consolidation, margin expansion and disciplined capex. Combines sector specialists and operating partners with private equity underwriting to prioritize predictable free cash flow, downside protection and multi‑year hold periods, targeting institutional and family‑office investors who value income plus long‑term capital appreciation.
Focuses on middle‑market real assets and service businesses, deploying buyout and growth capital to drive durable cash flow and steady yield. Seeks control or meaningful minority positions in profitable, founder‑led companies across healthcare services, infrastructure services and consumer niches, applying operationally intensive value creation through add‑on consolidation, margin expansion and disciplined capex. Combines sector specialists and operating partners with private equity underwriting to prioritize predictable free cash flow, downside protection and multi‑year hold periods, targeting institutional and family‑office investors who value income plus long‑term capital appreciation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
2.88%
Gain
Monthly
0.27%
Yearly
3.23%
Drawdown
51.43%
$497.69M
Equity
Holdings
$497.69M
Investment
$315.29M
$206.26M
Profit -$1.19M
Realized
$23.86M
Unrealized
$182.4M
Dividends
$17.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.19M
Win %
80%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$1.61M
Win %
80%
This Month
Compared to last month
Gain
0.45%
Profit
$2.24M
Win %
80%
This Year
Compared to last year
Gain
14%
Profit
$61.11M
Win %
79%
ABT Abbott Laboratories
+10.41%
+$55,312.66 
CTAS Cintas Corporation
+6.98%
+$132,782.41 
MCK McKesson Corporation
+4.67%
+$295,782.29 
UVV Universal Corporation
+4.2%
+$16,614 
WM Waste Management, Inc.
+3.96%
+$12,161.18 
QSR Restaurant Brands International Inc.
+3.9%
+$9,256.67 
ORLY O'Reilly Automotive Inc.
+3.83%
+$34,457.36 
UNH UnitedHealth Group Incorporated
+3.73%
+$42,314.61 
INTU Intuit Inc.
+3.51%
+$7,166.07 
MRK Merck & Co., Inc.
+3.39%
+$93,103.83 
UNP Union Pacific Corporation
+3.3%
+$9,453.36 
PAYX Paychex Inc.
+3.29%
+$16,120.37 
ABBV AbbVie Inc.
+3.17%
+$117,942.12 
SBUX Starbucks Corporation
+3.07%
+$15,077.64 
PM Philip Morris International Inc.
+2.98%
+$213,783.57 
MDLZ Mondelez International, Inc.
+2.93%
+$20,939.28 
ACN Accenture plc Class A
+2.9%
+$4,952.85 
CL Colgate-Palmolive Company
+2.86%
+$7,742.1 
RL Ralph Lauren Corporation
+2.84%
+$25,644.37 
MPC Marathon Petroleum Corporation
+2.83%
+$94,828.25 
TMUS T-Mobile US, Inc.
+2.82%
+$6,273.94 
VZ Verizon Communications Inc.
+2.81%
+$11,936.73 
AMGN Amgen Inc.
+2.79%
+$13,493.48 
POST Post Holdings Inc.
+2.79%
+$5,422.12 
NSC Norfolk Southern Corporation
+2.77%
+$96,737.49 
WELL Welltower Inc.
+2.73%
+$6,466.84 
TPR Tapestry Inc.
+2.67%
+$22,391.35 
HCA HCA Healthcare Inc.
+2.66%
+$10,518.29 
WTW Willis Towers Watson Public Limited Company
+2.62%
+$11,429.44 
TJX The TJX Companies, Inc.
+2.61%
+$20,803.2 
CRM Salesforce Inc
+2.59%
+$12,396.79 
MCD McDonald's Corporation
+2.58%
+$45,785.4 
ISRG Intuitive Surgical, Inc.
+2.56%
+$4,592.28 
RPM RPM International Inc.
+2.55%
+$7,686 
PEP PepsiCo, Inc.
+2.54%
+$53,096.4 
VICI Vici Properties Inc.
+2.51%
+$14,162.28 
T AT&T Inc.
+2.5%
+$4,307.28 
MLI Mueller Industries Inc.
+2.42%
+$6,463.5 
FAST Fastenal Co.
+2.4%
+$9,171.26 
MA Mastercard Incorporated
+2.36%
+$68,951.53 
KO The Coca-Cola Company
+2.33%
+$38,099.6 
MO Altria Group, Inc.
+2.27%
+$117,296 
GWW W.W. Grainger, Inc.
+2.22%
+$21,538.76 
COST Costco Wholesale Corporation
+2.21%
+$30,643.36 
EXPD Expeditors International of Washington, Inc.
+2.15%
+$42,753.44 
LOW Lowe's Companies Inc.
+2.09%
+$13,501.25 
TFC Truist Financial Corporation
+2.01%
+$15,568.22 
SNA Snap-on Inc.
+1.98%
+$5,600 
KMB Kimberly-Clark Corporation
+1.98%
+$12,238 
ADBE Adobe Inc.
+1.97%
+$10,352.93 
WMT Walmart Inc.
+1.88%
+$73,880.78 
SPGI S&P Global Inc.
+1.87%
+$7,279.1 
V Visa Inc. Class A
+1.79%
+$32,023 
AIG American International Group Inc.
+1.75%
+$4,008.24 
CHKP Check Point Software Technologies Ltd.
+1.73%
+$45,431.82 
LLY Eli Lilly and Company
+1.72%
+$72,217.1 
DIS The Walt Disney Company
+1.67%
+$10,294.37 
NVR NVR, Inc.
+1.67%
+$26,366.76 
CVX Chevron Corporation
+1.61%
+$36,862.08 
CTVA Corteva Inc.
+1.6%
+$10,548.67 
PG Procter & Gamble Co
+1.59%
+$37,865.39 
HD The Home Depot, Inc.
+1.59%
+$20,452.49 
LH Labcorp Holdings Inc.
+1.58%
+$18,683.25 
DE Deere & Company
+1.57%
+$16,484.82 
CF CF Industries Holdings, Inc.
+1.54%
+$18,246.19 
JLL Jones Lang LaSalle Inc.
+1.52%
+$8,835.6 
TGT Target Corporation
+1.51%
+$9,940.73 
XOM Exxon Mobil Corporation
+1.49%
+$50,451.9 
CB Chubb Limited
+1.42%
+$7,385.1 
FOXA Fox Corporation
+1.39%
+$13,633.62 
IJS iShares S&P Small-Cap 600 Value ETF
+1.39%
+$19,080.76 
PFE Pfizer Inc.
+1.33%
+$3,454.11 
ECL Ecolab Inc.
+1.28%
+$3,091.77 
EPD Enterprise Products Partners L.P.
+1.25%
+$3,344.52 
PH Parker-Hannifin Corporation
+1.25%
+$2,679.75 
DHR Danaher Corporation
+1.23%
+$9,756.5 
DUK Duke Energy Corporation
+1.23%
+$9,782.87 
EOG EOG Resources, Inc.
+1.22%
+$13,698.64 
XLE Energy Select Sector SPDR Fund
+1.22%
+$27.6 
IBM International Business Machines Corporation
+1.21%
+$7,009.98 
KMI Kinder Morgan, Inc.
+1.17%
+$3,646.87 
TXT Textron Inc.
+1.14%
+$4,326.84 
WAB Wabtec Corporation
+1.14%
+$2,902.7 
GILD Gilead Sciences Inc.
+1.12%
+$34,038.08 
IWN iShares Russell 2000 Value ETF
+1.11%
+$1,193.1 
MSFT Microsoft Corp.
+1.11%
+$118,056.15 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.08%
+$43,628.66 
UBER Uber Technologies, Inc.
+1.07%
+$2,252.35 
JNJ Johnson & Johnson
+1.05%
+$55,969.36 
SO The Southern Company
+1.04%
+$7,232.85 
APD Air Products and Chemicals, Inc.
+1.03%
+$6,156.96 
COP ConocoPhillips
+1%
+$1,831.2 
AAPL Apple Inc.
+0.97%
+$223,760.79 
MEDP Medpace Holdings Inc.
+0.97%
+$3,307.52 
SU Suncor Energy Inc.
+0.96%
+$5,317.06 
CINF Cincinnati Financial Corporation
+0.91%
+$2,691 
D Dominion Energy, Inc.
+0.9%
+$18,727.04 
TRV The Travelers Companies, Inc.
+0.89%
+$3,247.03 
FERG Ferguson Enterprises Inc
+0.85%
+$1,792.7 
RPV Invesco S&P 500 Pure Value ETF
+0.83%
+$53.35 
FDX FedEx Corporation
+0.8%
+$2,974.35 
INCY Incyte Corporation
+0.79%
+$3,894.8 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$6,216 
IWD iShares Russell 1000 Value ETF
+0.74%
+$2,053.44 
MMM 3M Company
+0.73%
+$2,088.62 
ZM Zoom Video Communications, Inc.
+0.71%
+$4,827.35 
VRTX Vertex Pharmaceuticals Incorporated
+0.68%
+$11,897.86 
DBX Dropbox Inc.
+0.66%
+$23,309.6 
CBRE CBRE Group Inc.
+0.65%
+$9,432.76 
RSP Invesco S&P 500 Equal Weight ETF
+0.65%
+$5,242.62 
EMR Emerson Electric Co.
+0.59%
+$1,955.34 
AEP American Electric Power Company, Inc.
+0.59%
+$2,630.24 
HON Honeywell International Inc.
+0.58%
+$3,297.89 
LMT Lockheed Martin Corporation
+0.56%
+$5,666.99 
VIG Vanguard Dividend Appreciation ETF
+0.55%
+$5,016.83 
WMB The Williams Companies, Inc.
+0.54%
+$27,218 
AMZN Amazon.com Inc
+0.52%
+$26,726.04 
AXP American Express Company
+0.51%
+$10,085.95 
AMP Ameriprise Financial, Inc.
+0.51%
+$3,696.36 
CRH CRH plc
+0.49%
+$2,223.6 
LIN Linde plc
+0.49%
+$1,548.11 
TMO Thermo Fisher Scientific Inc.
+0.47%
+$2,004.08 
AMX América Móvil, S.A.B. de C.V.
+0.46%
+$1,152 
PNC The PNC Financial Services Group, Inc.
+0.46%
+$2,500.96 
ROKU Roku, Inc.
+0.45%
+$2,419.24 
GD General Dynamics Corporation
+0.4%
+$2,266.89 
VYM Vanguard High Dividend Yield ETF
+0.39%
+$5,822.5 
JEPI JPMorgan Equity Premium Income Fund
+0.38%
+$460.75 
VTV Vanguard Value ETF
+0.34%
+$276.75 
JAVA JPMorgan Active Value ETF
+0.34%
+$6,130.08 
NI NiSource Inc.
+0.31%
+$1,159.06 
IJH iShares Core S&P Mid-Cap ETF
+0.29%
+$570.9 
XLC Communication Services Select Sector SPDR Fund
+0.29%
+$258.72 
EQT EQT Corporation
+0.28%
+$1,416.8 
VB Vanguard Small-Cap ETF
+0.19%
+$56,092.28 
BLK BlackRock, Inc.
+0.18%
+$1,421.55 
ALL Allstate Corporation
+0.18%
+$721.16 
NEE NextEra Energy, Inc.
+0.1%
+$1,355.31 
GOOGL Alphabet Inc
+0.1%
+$3,903.13 
GOOG Alphabet Inc
+0.1%
+$17,434.96 
JPIN JPMorgan Diversified Return International Equity ETF
+0.09%
+$227.1 
SCHW Charles Schwab Corporation
+0.03%
+$883.15 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$2,203.8 
IYG iShares U.S. Financial Services ETF
+0.02%
+$11.6 
NOC Northrop Grumman Corporation
+0.01%
+$78.61 
IWM iShares Russell 2000 ETF
+0.01%
+$173.4 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
JDIV JPMorgan Dividend Leaders ETF
0%
$0 
JFLI
0%
$0 
JVAL JPMorgan U.S. Value Factor ETF
0%
$0 
GLW Corning Incorporated
-10.1%
-$141,136.28 
WDC Western Digital Corporation
-9.6%
-$52,695.12 
WATT Energous Corporation
-8.89%
-$27,000 
COHR Coherent Corp.
-7.69%
-$22,845.75 
VST Vistra Corp
-6.38%
-$381,453.85 
MU Micron Technology, Inc.
-6.35%
-$324,023.94 
EVC Entravision Communications Corporation
-5.69%
-$9,799.65 
INTC Intel Corporation
-5.49%
-$30,905.5 
AMD Advanced Micro Devices, Inc.
-5.46%
-$55,401.53 
GE General Electric Company
-5.19%
-$62,856.29 
ETN Eaton Corporation plc
-4.77%
-$12,870.72 
LRCX Lam Research Corporation
-4.56%
-$255,358.12 
GS The Goldman Sachs Group, Inc.
-4.31%
-$52,190.26 
CI The Cigna Group
-4.19%
-$86,432.31 
TXN Texas Instruments Inc
-4.08%
-$49,799.08 
NXPI NXP Semiconductors N.V.
-3.76%
-$16,579.5 
QCOM QUALCOMM Incorporated
-3.68%
-$103,791.87 
AVGO Broadcom Inc.
-3.58%
-$381,197.64 
CSCO Cisco Systems, Inc.
-3.35%
-$205,632.68 
DELL Dell Technologies Inc.
-3.31%
-$47,638.19 
CAT Caterpillar Inc.
-3.18%
-$58,567.12 
PLUG Plug Power Inc.
-3.17%
-$6,500.2 
CMI Cummins Inc.
-3.1%
-$19,468.24 
ELV Elevance Health, Inc.
-2.97%
-$8,198.64 
ANET Arista Networks, Inc.
-2.97%
-$8,797.5 
ADI Analog Devices, Inc.
-2.86%
-$29,578.13 
GEV GE Vernova Inc.
-2.82%
-$23,681 
NVDA NVIDIA Corporation
-2.77%
-$899,986.11 
CEG Constellation Energy Corporation
-2.49%
-$6,875.81 
XLK State Street Technology Select Sector SPDR ETF
-2.49%
-$4,095.11 
KLAC KLA Corporation
-2.4%
-$98,367.5 
AMAT Applied Materials, Inc.
-2.33%
-$80,510.19 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-2.09%
-$15,771.06 
ESGE iShares ESG Aware MSCI EM ETF
-2.07%
-$11.94 
CDNS Cadence Design Systems, Inc.
-2.02%
-$6,075.59 
JGRO JPMorgan Active Growth ETF
-1.97%
-$28,385.91 
IEMG iShares Core MSCI Emerging Markets ETF
-1.93%
-$11,401.98 
IYW iShares U.S. Technology ETF
-1.92%
-$8,651.8 
JIG JPMorgan International Growth ETF
-1.92%
-$3,973.48 
EQIX Equinix, Inc.
-1.82%
-$16,179.5 
JADE JPMorgan Active Developing Markets Equity ETF
-1.62%
-$135.24 
META Meta Platforms Inc Class A
-1.52%
-$128,670.96 
HII Huntington Ingalls Industries Inc.
-1.49%
-$4,146.52 
VONG Vanguard Russell 1000 Growth Fund
-1.49%
-$25,439.4 
TSLA Tesla, Inc.
-1.47%
-$46,893.14 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$4,742.97 
JMOM JPMorgan U.S. Momentum Factor ETF
-1.31%
-$52,144.01 
EBAY eBay Inc.
-1.28%
-$10,968.48 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.25%
-$280.5 
BKR Baker Hughes Company
-1.17%
-$28,543.34 
VWO Vanguard FTSE Emerging Markets ETF
-1.16%
-$6,640.56 
TT Trane Technologies plc
-1.1%
-$5,072.1 
TTE TotalEnergies SE
-1.09%
-$2,818.64 
IXUS iShares Core International Stock ETF
-1.08%
-$140.08 
RTX RTX Corporation
-1.08%
-$30,008.56 
VEU Vanguard FTSE All-World ex-US ETF
-1.02%
-$61,016.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1%
-$14,508.14 
TEL TE Connectivity plc
-0.97%
-$4,219.8 
LHX L3Harris Technologies, Inc.
-0.97%
-$5,171.59 
EXPE Expedia Group, Inc.
-0.81%
-$11,892.9 
JIVE JPMorgan International Value ETF
-0.8%
-$2,115 
EFA iShares MSCI EAFE ETF
-0.77%
-$6,427.12 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.76%
-$11,563.65 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.74%
-$10,056.74 
IEFA iShares Core MSCI EAFE ETF
-0.74%
-$21,562.95 
PLTR Palantir Technologies Inc.
-0.72%
-$2,622.72 
CMG Chipotle Mexican Grill, Inc.
-0.68%
-$2,036.28 
BKNG Booking Holdings Inc.
-0.67%
-$27,276.75 
GSID Goldman Sachs MarketBeta International Fund
-0.63%
-$223.73 
PGR Progressive Corporation
-0.62%
-$16,653.51 
VT Vanguard Total World Stock ETF
-0.58%
-$1,286.16 
JPM JPMorgan Chase & Co.
-0.54%
-$32,681.21 
MGC Vanguard Mega Cap ETF
-0.45%
-$8,339 
ACWF iShares Edge MSCI Multifactor Global ETF
-0.43%
-$5,511.51 
ESGV Vanguard ESG U.S. Stock ETF
-0.42%
-$7.84 
JPEF JPMorgan Equity Focus ETF
-0.39%
-$603.2 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.38%
-$25,631.84 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$6,281.28 
VOO Vanguard S&P 500 ETF
-0.38%
-$239,260.04 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.37%
-$620 
SYF Synchrony Financial
-0.35%
-$2,830.62 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$226.27 
VYMI Vanguard International High Dividend Yield Index Fund
-0.3%
-$1,263.92 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.21%
-$2,122.5 
JGLO JPMorgan Global Select Equity ETF
-0.17%
-$989.16 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.11%
-$290.29 
BRK-A Berkshire Hathaway Inc.
-0.11%
-$2,335.2 
VO Vanguard Mid-Cap ETF
-0.07%
-$1,050.07 
BAC Bank of America Corporation
-0.06%
-$1,840.62 
NFLX Netflix, Inc.
-0.05%
-$222.6 Events
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Dividends
Dividend Analysis
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| Trades 2170 | Longs Won 1269/2170 58% | Profit Factor 14.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $623,512.01 |
| Average Win $174,365.88 | Best Trade (Jul 15) $20.45M | Sharpe Ratio -9.62 |
| Average Loss -$16,658.65 | Worst Trade (Jun 30) -$678,500.67 | Z-Score -2.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4d | Expectancy $95,051.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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