3Chopt Investment Partners, LLC
13F Reported Value
ⓘ$532.1M
Holdings
274
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
3Chopt Investment Partners, LLC disclosed 274 positions worth $532.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 43 new positions and exited 9 — including a new stake in $WFC and a full exit from $INTU. The portfolio is most concentrated in Technology (30.1% of disclosed assets). All figures are sourced directly from 3Chopt Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1978521.
AI Fund Analysis
Stable
$NVDA
$AAPL
$GOOG
$MSFT
$BKNG
$MA
$GSSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
VANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$64.7M94,181 shVANGUARD INDEX FDS - SMALL CP ETF
—Quality
$33.6M110,885 sh- 85.9#5
Quality
$32.2M161,098 sh - 76.4
Quality
$22.0M76,117 sh - 78.2
Quality
$17.5M49,464 sh - 79.8
Quality
$11.9M31,783 sh - 84.5
Quality
$10.5M27,738 sh - 73.8
Quality
$8.8M17,553 sh - 79.4
Quality
$7.5M17,299 sh - 79.6
Quality
$7.2M12,753 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $64.7M | 94,181 |
| VANGUARD INDEX FDS - SMALL CP ETF | — | $33.6M | 110,885 |
| NVIDIA CORP$NVDA | 85.9#5 | $32.2M | 161,098 |
| Apple Inc.$AAPL | 76.4 | $22.0M | 76,117 |
 Alphabet Inc.$GOOGL | 78.2 | $17.5M | 49,464 |
| MICROSOFT CORP$MSFT | 79.8 | $11.9M | 31,783 |
 Broadcom Inc.$AVGO | 84.5 | $10.5M | 27,738 |
 BERKSHIRE HATHAWAY INC$BRK.B | 73.8 | $8.8M | 17,553 |
 LAM RESEARCH CORP$LRCX | 79.4 | $7.5M | 17,299 |
 Meta Platforms, Inc.$META | 79.6 | $7.2M | 12,753 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of 3Chopt Investment Partners, LLC's 274 positions.
Showing top 10 of 274 holdings.
Sector Allocation
Technology
$159.9M
Other
$155.7M
Financials
$52.0M
Industrials
$33.1M
Healthcare
$30.6M
Consumer Discretionary
$30.1M
Consumer Staples
$26.3M
Energy
$18.1M
Top Holdings — 3Chopt Investment Partners, LLC (Q2 2026)
Top 150 of 274 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $64.7M | 12.2% | +3% | — |
| 2 | — | VANGUARD INDEX FDS - SMALL CP ETF | $33.6M | 6.3% | +11% | — |
| 3 | $NVDA | NVIDIA CORP | $32.2M | 6.1% | +5% | 85.9 |
| 4 | $AAPL | Apple Inc. | $22.0M | 4.1% | +8% | 76.4 |
| 5 | $GOOGL | Alphabet Inc. | $17.5M | 3.3% | +4% | 78.2 |
| 6 | $MSFT | MICROSOFT CORP | $11.9M | 2.2% | +18% | 79.8 |
| 7 | $AVGO | Broadcom Inc. | $10.5M | 2.0% | +3% | 84.5 |
| 8 | $BRK.B | BERKSHIRE HATHAWAY INC | $8.8M | 1.6% | +4% | 73.8 |
| 9 | $LRCX | LAM RESEARCH CORP | $7.5M | 1.4% | +4% | 79.4 |
| 10 | $META | Meta Platforms, Inc. | $7.2M | 1.4% | +3% | 79.6 |
| 11 |  $PM | Philip Morris International Inc. | $7.2M | 1.4% | -1% | 75.9 |
| 12 |  $MU | MICRON TECHNOLOGY INC | $7.1M | 1.3% | +8% | 86.2 |
| 13 |  $CSCO | CISCO SYSTEMS, INC. | $6.5M | 1.2% | +1% | 70.3 |
| 14 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | $6.3M | 1.2% | -5% | — |
| 15 |  $AMZN | AMAZON COM INC | $6.1M | 1.1% | +27% | 68.7 |
| 16 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $6.1M | 1.1% | +2% | — |
| 17 |  $MCK | MCKESSON CORP | $5.8M | 1.1% | -3% | 63.4 |
| 18 |  $VST | Vistra Corp. | $5.8M | 1.1% | -2% | 71.9 |
| 19 |  $JNJ | JOHNSON & JOHNSON | $5.5M | 1.0% | +1% | 69 |
| 20 |  $JPM | JPMORGAN CHASE & CO | $5.5M | 1.0% | -5% | 70.7 |
| 21 |  $KLAC | KLA CORP | $5.5M | 1.0% | +892% | 78.6 |
| 22 |  $MO | ALTRIA GROUP, INC. | $5.2M | 1.0% | -2% | 67.4 |
| 23 |  $WMB | WILLIAMS COMPANIES, INC. | $5.0M | 0.9% | -1% | 64.3 |
| 24 |  $LLY | ELI LILLY & Co | $4.8M | 0.9% | +11% | 87.5 |
| 25 |  $AMAT | APPLIED MATERIALS INC /DE | $4.6M | 0.9% | +6% | 72.3 |
| 26 | $GOOG | Alphabet Inc. | $4.5M | 0.8% | +20% | 78.2 |
| 27 |  $WFC | WELLS FARGO & COMPANY/MN | $4.2M | 0.8% | NEW | 61.8 |
| 28 |  $WMT | Walmart Inc. | $4.1M | 0.8% | +4% | 60.2 |
| 29 | — | J P MORGAN EXCHANGE TRADED F - US MOMENTUM | $4.1M | 0.8% | +0% | — |
| 30 |  $TSLA | Tesla, Inc. | $4.1M | 0.8% | +19% | 53.9 |
| 31 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $4.0M | 0.7% | -2% | — |
| 32 | $BKNG | Booking Holdings Inc. | $3.7M | 0.7% | +2196% | 58.5 |
| 33 | — | ISHARES TR - RUSSELL 2000 ETF | $3.6M | 0.7% | +3% | — |
| 34 |  $ABBV | AbbVie Inc. | $3.6M | 0.7% | -7% | 72.6 |
| 35 |  $NSC | NORFOLK SOUTHERN CORP | $3.4M | 0.6% | +1% | 63.2 |
| 36 | $MA | Mastercard Inc | $3.2M | 0.6% | +13% | 85.1 |
| 37 |  $MRK | Merck & Co., Inc. | $3.1M | 0.6% | +9% | 59.9 |
| 38 |  $XOM.R34088 | EXXON MOBIL CORP | $3.1M | 0.6% | -3% | 57.9 |
| 39 |  $PGR | PROGRESSIVE CORP/OH/ | $2.9M | 0.6% | +3% | 80.1 |
| 40 | — | ISHARES TR - CORE MSCI EAFE | $2.9M | 0.5% | +0% | — |
| 41 |  $GILD | GILEAD SCIENCES, INC. | $2.9M | 0.5% | -3% | 57.4 |
| 42 |  $MPC | Marathon Petroleum Corp | $2.8M | 0.5% | -1% | 61 |
| 43 |  $RTX | RTX Corp | $2.8M | 0.5% | +2% | 73.2 |
| 44 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.7M | 0.5% | -11% | 67.6 |
| 45 |  $PG | PROCTER & GAMBLE Co | $2.5M | 0.5% | +6% | 64.6 |
| 46 |  $ACGL | ARCH CAPITAL GROUP LTD. | $2.4M | 0.5% | NEW | — |
| 47 |  $CAT | CATERPILLAR INC | $2.4M | 0.4% | +10% | 66.5 |
| 48 |  $BKR | Baker Hughes Co | $2.3M | 0.4% | -2% | 60.7 |
| 49 |  $SCHW | SCHWAB CHARLES CORP | $2.3M | 0.4% | -1% | 79.4 |
| 50 | — | ISHARES TR - GLOBAL EQUITY | $2.3M | 0.4% | -0% | — |
| 51 |  $BRK.A | BERKSHIRE HATHAWAY INC | $2.2M | 0.4% | +0% | 73.8 |
| 52 |  $QCOM | QUALCOMM INC/DE | $2.2M | 0.4% | -23% | 70.5 |
| 53 |  $C | CITIGROUP INC | $2.2M | 0.4% | NEW | 65 |
| 54 |  $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | $2.1M | 0.4% | -20% | — |
| 55 |  $V | VISA INC. | $2.1M | 0.4% | +20% | 82.9 |
| 56 |  $COF | CAPITAL ONE FINANCIAL CORP | $2.1M | 0.4% | NEW | 62.4 |
| 57 |  $AXP | AMERICAN EXPRESS CO | $2.0M | 0.4% | +7% | 69.4 |
| 58 |  $GLW | CORNING INC /NY | $2.0M | 0.4% | -4% | 73.7 |
| 59 |  $CVX | CHEVRON CORP | $2.0M | 0.4% | -7% | 62.8 |
| 60 |  $CI | Cigna Group | $1.9M | 0.4% | +1% | 66.2 |
| 61 |  $PEP | PEPSICO INC | $1.9M | 0.4% | -9% | 63.4 |
| 62 |  $D | DOMINION ENERGY, INC | $1.8M | 0.3% | -8% | 69.9 |
| 63 | — | VANGUARD WORLD FD - MEGA CAP INDEX | $1.8M | 0.3% | +0% | — |
| 64 |  $KO | COCA COLA CO | $1.8M | 0.3% | +10% | 69.5 |
| 65 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.7M | 0.3% | -5% | 75.4 |
| 66 |  $AMD | ADVANCED MICRO DEVICES INC | $1.7M | 0.3% | +54% | 79.8 |
| 67 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $1.7M | 0.3% | +0% | — |
| 68 |  $CTAS | CINTAS CORP | $1.7M | 0.3% | +2% | 68.7 |
| 69 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $1.7M | 0.3% | -6% | 66 |
| 70 |  $MCD | MCDONALDS CORP | $1.7M | 0.3% | -5% | 69 |
| 71 |  $DELL | Dell Technologies Inc. | $1.7M | 0.3% | +10% | 71.2 |
| 72 |  $HD | HOME DEPOT, INC. | $1.7M | 0.3% | +24% | 60.3 |
| 73 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | $1.6M | 0.3% | -10% | — |
| 74 |  $SPY | SPDR S&P 500 ETF TRUST | $1.6M | 0.3% | -3% | — |
| 75 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.5M | 0.3% | +8% | 66.2 |
| 76 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | $1.5M | 0.3% | -2% | — |
| 77 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1.5M | 0.3% | +0% | — |
| 78 |  $ORCL | ORACLE CORP | $1.4M | 0.3% | NEW | 67.9 |
| 79 | — | VANGUARD INDEX FDS - MID CAP ETF | $1.4M | 0.3% | +300% | — |
| 80 |  $UNH | UNITEDHEALTH GROUP INC | $1.4M | 0.3% | +25% | 62.7 |
| 81 |  $GE | GENERAL ELECTRIC CO | $1.4M | 0.3% | +11% | 73.8 |
| 82 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.4M | 0.3% | -5% | — |
| 83 | — | ISHARES TR - SP SMCP600VL ETF | $1.4M | 0.3% | -0% | — |
| 84 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDERS I | $1.3M | 0.3% | +0% | — |
| 85 |  $NEE | NEXTERA ENERGY INC | $1.3M | 0.3% | +0% | 64.6 |
| 86 |  $NVR | NVR INC | $1.3M | 0.3% | -20% | 56.3 |
| 87 |  $EXPE | Expedia Group, Inc. | $1.3M | 0.2% | -8% | 71.1 |
| 88 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $1.3M | 0.2% | -15% | — |
| 89 |  $TXN | TEXAS INSTRUMENTS INC | $1.2M | 0.2% | +1% | 73.4 |
| 90 |  $CBRE | CBRE GROUP, INC. | $1.2M | 0.2% | -14% | 62.3 |
| 91 | $GS | GOLDMAN SACHS GROUP INC | $1.2M | 0.2% | +9% | 73.5 |
| 92 |  $NOC | NORTHROP GRUMMAN CORP /DE/ | $1.1M | 0.2% | -1% | 62.9 |
| 93 |  $ADI | ANALOG DEVICES INC | $1.1M | 0.2% | +8% | 79.2 |
| 94 |  $INTC | INTEL CORP | $1.1M | 0.2% | +48% | 45.6 |
| 95 |  $LH | LABCORP HOLDINGS INC. | $1.1M | 0.2% | -12% | 65 |
| 96 |  $DBX | DROPBOX, INC. | $1.1M | 0.2% | -67% | 63.4 |
| 97 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.1M | 0.2% | +5% | 67.4 |
| 98 |  $GEV | GE Vernova Inc. | $1.1M | 0.2% | +13% | 81.1 |
| 99 |  $EOG | EOG RESOURCES INC | $1.1M | 0.2% | -1% | 71.9 |
| 100 |  $DE | DEERE & CO | $1.0M | 0.2% | -9% | 55.4 |
| 101 |  $CF | CF Industries Holdings, Inc. | $1.0M | 0.2% | -7% | 77.4 |
| 102 |  $GWW | W.W. GRAINGER, INC. | $1.0M | 0.2% | +5% | 61.8 |
| 103 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $1.0M | 0.2% | +0% | — |
| 104 |  $MS | MORGAN STANLEY | $968,482 | 0.2% | NEW | 75.8 |
| 105 |  $FOXA | Fox Corp | $941,858 | 0.2% | +3% | 64.5 |
| 106 |  $RL | RALPH LAUREN CORP | $938,823 | 0.2% | -3% | 66.3 |
| 107 |  $LMT | LOCKHEED MARTIN CORP | $937,022 | 0.2% | -7% | 65.6 |
| 108 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $910,041 | 0.2% | -1% | — |
| 109 |  $NFLX | NETFLIX INC | $885,646 | 0.2% | +123% | 78.8 |
| 110 |  $DUK | Duke Energy CORP | $875,427 | 0.2% | +8% | 56.4 |
| 111 |  $TPR | TAPESTRY, INC. | $875,351 | 0.2% | +0% | 72.7 |
| 112 |  $EQIX | EQUINIX INC | $857,887 | 0.2% | -5% | 59 |
| 113 |  $CMI | CUMMINS INC | $834,173 | 0.2% | +24% | 58.1 |
| 114 |  $EBAY | EBAY INC | $831,923 | 0.2% | -2% | 66.4 |
| 115 | — | ISHARES TR - CORE S&P SCP ETF | $830,536 | 0.2% | +0% | — |
| 116 | — | ISHARES TR - MSCI EAFE ETF | $829,378 | 0.2% | +0% | — |
| 117 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $820,571 | 0.1% | +6% | 70 |
| 118 |  $LOW | LOWES COMPANIES INC | $817,137 | 0.1% | +20% | 60.8 |
| 119 |  $IVZ | Invesco Ltd. | $808,313 | 0.1% | +0% | — |
| 120 |  $DHR | DANAHER CORP /DE/ | $791,388 | 0.1% | +5% | 64.8 |
| 121 |  $WDC | WESTERN DIGITAL CORP | $785,919 | 0.1% | +15% | 80.7 |
| 122 |  $TJX | TJX COMPANIES INC /DE/ | $780,074 | 0.1% | -2% | 68.7 |
| 123 |  $BLK | BlackRock, Inc. | $778,111 | 0.1% | +15% | 70 |
| 124 |  $TFC | TRUIST FINANCIAL CORP | $771,363 | 0.1% | +5% | 76.4 |
| 125 |  $SYF | Synchrony Financial | $755,092 | 0.1% | -9% | 64 |
| 126 | — | J P MORGAN EXCHANGE TRADED F - ACTIVEBLDRS EMER | $746,885 | 0.1% | -6% | — |
| 127 |  $MDLZ | Mondelez International, Inc. | $745,644 | 0.1% | +5% | 56.4 |
| 128 |  $DIS | Walt Disney Co | $716,986 | 0.1% | +17% | 60.1 |
| 129 |  $SO | SOUTHERN CO | $697,152 | 0.1% | -1% | 62 |
| 130 |  $BMY | BRISTOL MYERS SQUIBB CO | $683,321 | 0.1% | NEW | 70.4 |
| 131 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $678,795 | 0.1% | +18% | — |
| 132 |  $MRVL | Marvell Technology, Inc. | $669,359 | 0.1% | NEW | 76.5 |
| 133 |  $VICI | VICI PROPERTIES INC. | $667,614 | 0.1% | +15% | 65.8 |
| 134 |  $APD | Air Products & Chemicals, Inc. | $648,013 | 0.1% | +9% | 46.4 |
| 135 |  $KMB | KIMBERLY CLARK CORP | $644,639 | 0.1% | +0% | 58.7 |
| 136 |  $AMP | AMERIPRISE FINANCIAL INC | $639,416 | 0.1% | +1% | 68.7 |
| 137 |  $TGT | TARGET CORP | $607,728 | 0.1% | -2% | 60.7 |
| 138 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $606,686 | 0.1% | +14% | 73.7 |
| 139 |  $SNDK | Sandisk Corp | $595,717 | 0.1% | NEW | 87.7 |
| 140 |  $AMGN | AMGEN INC | $589,893 | 0.1% | +21% | 79.2 |
| 141 |  $SBUX | STARBUCKS CORP | $589,691 | 0.1% | +24% | 58.2 |
| 142 |  $PANW | Palo Alto Networks Inc | $586,554 | 0.1% | NEW | 65.5 |
| 143 |  $CB | Chubb Ltd | $586,320 | 0.1% | +11% | — |
| 144 | — | ISHARES INC - CORE MSCI EMKT | $581,868 | 0.1% | -5% | — |
| 145 |  $ADBE | ADOBE INC. | $570,974 | 0.1% | +19% | 77.6 |
| 146 |  $HON | HONEYWELL INTERNATIONAL INC | $567,251 | 0.1% | -50% | 65 |
| 147 |  $ZM | Zoom Communications, Inc. | $566,017 | 0.1% | -11% | 70.5 |
| 148 |  $HONA | Honeywell Aerospace Inc. | $560,106 | 0.1% | NEW | — |
| 149 |  $JLL | JONES LANG LASALLE INC | $552,442 | 0.1% | +0% | 64.2 |
| 150 |  $EQT | EQT Corp | $535,847 | 0.1% | -0% | 83.7 |
New Positions (43)
$WFC WELLS FARGO & COMPANY/MN$4.2M$ACGL ARCH CAPITAL GROUP LTD.$2.4M$C CITIGROUP INC$2.2M$COF CAPITAL ONE FINANCIAL CORP$2.1M$ORCL ORACLE CORP$1.4M$MS MORGAN STANLEY$968,482$BMY BRISTOL MYERS SQUIBB CO$683,321$MRVL Marvell Technology, Inc.$669,359$SNDK Sandisk Corp$595,717$PANW Palo Alto Networks Inc$586,554$HONA Honeywell Aerospace Inc.$560,106
$RSG REPUBLIC SERVICES, INC.$484,970
$APH AMPHENOL CORP /DE/$389,861
$CRWD CrowdStrike Holdings, Inc.$362,492
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