3Chopt Investment Partners, LLC
Sector Allocation
- Technology30.9%$164.3M
- Other29.3%$155.7M
- Financials9.8%$52.0M
- Consumer Staples6.1%$32.5M
- Healthcare6.0%$31.9M
- Consumer Discretionary5.3%$28.1M
- Industrials4.3%$22.9M
- Energy3.4%$18.1M
- Utilities2.3%$12.1M
- Materials1.2%$6.4M
AUM History
13fpro.ai/research/fund/3chopt-investment-partners-llc-1978521
Conviction and streaks
Stable · top 10 = 40.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$64.7M
- VANGUARD$33.6M
NVDA
$32.2MAAPL
$22.0MGOOG
$17.5MMSFT
$11.9MAVGO
$10.5MBRK.B
$8.8MLRCX
$7.5MMETA
$7.2MPM
$7.2MMU
$7.1MCSCO
$6.5M- J$6.3M
AMZN
$6.1M- VANGUARD$6.1M
MCK
$5.8MVST
$5.8MJNJ
$5.5MJPM
$5.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/3chopt-investment-partners-llc-1978521
3Chopt Investment Partners, LLC 13F holdings — Q2 2026
$532.1M portfolio (+21.7% QoQ) · 274 holdings · Q2 2026 13F · top 10 are 41% of the stock portfolio
- 1
VANGUARD INDEX FDS - S&P 500 ETF SHS
$64.7M
12.2% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - SMALL CP ETF
$33.6M
6.3% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— $32.2M
6.1% of stocks
+5%This quarter+13.7%Since filed7+ qtrsHeld$22.0M
4.1% of stocks
+8%This quarter+1.7%Since filed7+ qtrsHeld$17.5M
3.3% of stocks
+4%This quarter-6.4%Since filed7+ qtrsHeld$11.9M
2.2% of stocks
+18%This quarter+36.4%Since filed7+ qtrsHeld$10.5M
2.0% of stocks
+3%This quarter-11.1%Since filed7+ qtrsHeld$8.8M
1.6% of stocks
+4%This quarter—Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$7.5M
1.4% of stocks
+4%This quarter-5.9%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row$7.2M
1.4% of stocks
+3%This quarter+7.7%Since filed7+ qtrsHeld
All holdings — 3Chopt Investment Partners, LLC (Q2 2026)
274 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Philip Morris International Inc. | Consumer Staples | $7.2M | 1.4% | 39K | -0.7% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | MICRON TECHNOLOGY INC | Technology | $7.1M | 1.3% | 6,125 | +8% | 6 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | CISCO SYSTEMS, INC. | Technology | $6.5M | 1.2% | 55K | +0.9% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDRS US | — | $6.3M | 1.2% | 47K | -5% | — | — | 13F |
| 15 | AMAZON COM INC | Consumer Discretionary | $6.1M | 1.1% | 26K | +27% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX USetf/fund | — | $6.1M | 1.1% | 73K | +2% | — | — | 13F |
| 17 | MCKESSON CORP | Consumer Staples | $5.8M | 1.1% | 7,708 | -3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Vistra Corp. | Utilities | $5.8M | 1.1% | 37K | -2% | 7+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | JOHNSON & JOHNSON | Healthcare | $5.5M | 1.0% | 22K | +1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | JPMORGAN CHASE & CO | Financials | $5.5M | 1.0% | 17K | -5% | 7+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | KLA CORP | Technology | $5.5M | 1.0% | 18K | +892% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ALTRIA GROUP, INC. | Consumer Staples | $5.2M | 1.0% | 72K | -2% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | WILLIAMS COMPANIES, INC. | Energy | $5.0M | 0.9% | 67K | -1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | ELI LILLY & Co | Healthcare | $4.8M | 0.9% | 4,014 | +11% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | APPLIED MATERIALS INC /DE | Technology | $4.6M | 0.9% | 6,308 | +6% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $GOOGL | Alphabet Inc. | Technology | $4.5M | 0.8% | 13K | +20% | |||
| 27 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $4.2M | 0.8% | 51K | New | |||
| 28 | $WMT | Walmart Inc. | Consumer Staples | $4.1M | 0.8% | 36K | +4% | |||
| 29 | — | J P MORGAN EXCHANGE TRADED F - US MOMENTUM | — | $4.1M | 0.8% | 48K | — | |||
| 30 | $TSLA | Tesla, Inc. | Consumer Discretionary | $4.1M | 0.8% | 9,642 | +19% | |||
| 31 | — | VANGUARD INDEX FDS - SM CP VAL ETF | — | $4.0M | 0.7% | 16K | -2% | |||
| 32 | $BKNG | Booking Holdings Inc. | Consumer Discretionary | $3.7M | 0.7% | 21K | +2196% | |||
| 33 | — | ISHARES TR - RUSSELL 2000 ETF | — | $3.6M | 0.7% | 12K | +3% | |||
| 34 | $ABBV | AbbVie Inc. | Healthcare | $3.6M | 0.7% | 14K | -7% | |||
| 35 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $3.4M | 0.6% | 11K | +0.5% | |||
| 36 | $MA | Mastercard Inc | Financials | $3.2M | 0.6% | 6,192 | +13% | |||
| 37 | $MRK | Merck & Co., Inc. | Healthcare | $3.1M | 0.6% | 24K | +9% | |||
| 38 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $3.1M | 0.6% | 23K | -3% | |||
| 39 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $2.9M | 0.6% | 13K | +3% | |||
| 40 | — | ISHARES TR - CORE MSCI EAFE | — | $2.9M | 0.5% | 30K | — | |||
| 41 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $2.9M | 0.5% | 23K | -3% | |||
| 42 | $MPC | Marathon Petroleum Corp | Energy | $2.8M | 0.5% | 11K | -0.6% | |||
| 43 | $RTX | RTX Corp | Industrials | $2.8M | 0.5% | 15K | +2% | |||
| 44 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $2.7M | 0.5% | 47K | -11% | |||
| 45 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $2.5M | 0.5% | 17K | +6% | |||
| 46 | $ACGL | ARCH CAPITAL GROUP LTD. | Financials | $2.4M | 0.5% | 25K | New | |||
| 47 | $CAT | CATERPILLAR INC | Industrials | $2.4M | 0.4% | 2,211 | +10% | |||
| 48 | $BKR | Baker Hughes Co | Energy | $2.3M | 0.4% | 42K | -2% | |||
| 49 | $SCHW | SCHWAB CHARLES CORP | Financials | $2.3M | 0.4% | 25K | -1% | |||
| 50 | — | ISHARES TR - GLOBAL EQUITY | — | $2.3M | 0.4% | 38K | -0.4% | |||
| 51 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 0.4% | 3 | — | |||
| 52 | $QCOM | QUALCOMM INC/DE | Technology | $2.2M | 0.4% | 12K | -23% | |||
| 53 | $C | CITIGROUP INC | Financials | $2.2M | 0.4% | 16K | New | |||
| 54 | $CHKP | CHECK POINT SOFTWARE TECHNOLOGIES LTD | Technology | $2.1M | 0.4% | 16K | -20% | |||
| 55 | $V | VISA INC. | Financials | $2.1M | 0.4% | 6,053 | +20% | |||
| 56 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $2.1M | 0.4% | 10K | New | |||
| 57 | $AXP | AMERICAN EXPRESS CO | Financials | $2.0M | 0.4% | 5,952 | +7% | |||
| 58 | $GLW | CORNING INC /NY | Materials | $2.0M | 0.4% | 7,722 | -4% | |||
| 59 | $CVX | CHEVRON CORP | Energy | $2.0M | 0.4% | 12K | -7% | |||
| 60 | $CI | Cigna Group | Healthcare | $1.9M | 0.4% | 7,001 | +1.0% | |||
| 61 | $PEP | PEPSICO INC | Consumer Staples | $1.9M | 0.4% | 14K | -9% | |||
| 62 | $D | DOMINION ENERGY, INC | Utilities | $1.8M | 0.3% | 27K | -8% | |||
| 63 | — | VANGUARD WORLD FD - MEGA CAP INDEX | — | $1.8M | 0.3% | 6,725 | — | |||
| 64 | $KO | COCA COLA CO | Consumer Staples | $1.8M | 0.3% | 22K | +10% | |||
| 65 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $1.7M | 0.3% | 3,522 | -5% | |||
| 66 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.7M | 0.3% | 2,964 | +54% | |||
| 67 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $1.7M | 0.3% | 13K | — | |||
| 68 | $CTAS | CINTAS CORP | Consumer Discretionary | $1.7M | 0.3% | 10K | +2% | |||
| 69 | $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | Industrials | $1.7M | 0.3% | 11K | -6% | |||
| 70 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.7M | 0.3% | 6,341 | -5% | |||
| 71 | $DELL | Dell Technologies Inc. | Technology | $1.7M | 0.3% | 3,852 | +10% | |||
| 72 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.7M | 0.3% | 4,679 | +24% | |||
| 73 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE VALUE ETF | — | $1.6M | 0.3% | 20K | -10% | |||
| 74 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.6M | 0.3% | 2,115 | -3% | |||
| 75 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.5M | 0.3% | 1,639 | +8% | |||
| 76 | — | J P MORGAN EXCHANGE TRADED F - INTRNL RES EQT | — | $1.5M | 0.3% | 18K | -2% | |||
| 77 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $1.5M | 0.3% | 9,384 | +0.1% | |||
| 78 | $ORCL | ORACLE CORP | Technology | $1.4M | 0.3% | 9,770 | New | |||
| 79 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $1.4M | 0.3% | 17K | +300% | |||
| 80 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.4M | 0.3% | 3,384 | +25% | |||
| 81 | $GE | GENERAL ELECTRIC CO | Industrials | $1.4M | 0.3% | 3,723 | +11% | |||
| 82 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.4M | 0.3% | 19K | -5% | |||
| 83 | — | ISHARES TR - SP SMCP600VL ETF | — | $1.4M | 0.3% | 10K | -0.2% | |||
| 84 | — | J P MORGAN EXCHANGE TRADED F - BETABUILDERS I | — | $1.3M | 0.3% | 17K | +0.0% | |||
| 85 | $NEE | NEXTERA ENERGY INC | Utilities | $1.3M | 0.3% | 15K | +0.3% | |||
| 86 | $NVR | NVR INC | Industrials | $1.3M | 0.3% | 194 | -20% | |||
| 87 | $EXPE | Expedia Group, Inc. | Consumer Discretionary | $1.3M | 0.2% | 5,015 | -8% | |||
| 88 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $1.3M | 0.2% | 13K | -15% | |||
| 89 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.2M | 0.2% | 4,110 | +1% | |||
| 90 | $CBRE | CBRE GROUP, INC. | Real Estate | $1.2M | 0.2% | 8,826 | -14% | |||
| 91 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.2M | 0.2% | 1,142 | +9% | |||
| 92 | $NOC | NORTHROP GRUMMAN CORP /DE/ | Technology | $1.1M | 0.2% | 2,231 | -0.7% | |||
| 93 | $ADI | ANALOG DEVICES INC | Technology | $1.1M | 0.2% | 2,853 | +8% | |||
| 94 | $INTC | INTEL CORP | Technology | $1.1M | 0.2% | 8,091 | +48% | |||
| 95 | $LH | LABCORP HOLDINGS INC. | Healthcare | $1.1M | 0.2% | 3,807 | -12% | |||
| 96 | $DBX | DROPBOX, INC. | Technology | $1.1M | 0.2% | 39K | -67% | |||
| 97 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $1.1M | 0.2% | 11K | +5% | |||
| 98 | $GEV | GE Vernova Inc. | Industrials | $1.1M | 0.2% | 896 | +13% | |||
| 99 | $EOG | EOG RESOURCES INC | Energy | $1.1M | 0.2% | 8,109 | -0.6% | |||
| 100 | $DE | DEERE & CO | Industrials | $1.0M | 0.2% | 1,619 | -9% | |||
| 101 | $CF | CF Industries Holdings, Inc. | Materials | $1.0M | 0.2% | 9,390 | -7% | |||
| 102 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $1.0M | 0.2% | 741 | +5% | |||
| 103 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $1.0M | 0.2% | 7,075 | — | |||
| 104 | $MS | MORGAN STANLEY | Financials | $968K | 0.2% | 4,633 | New | |||
| 105 | $FOXA | Fox Corp | Communication Services | $942K | 0.2% | 18K | +3% | |||
| 106 | $RL | RALPH LAUREN CORP | Consumer Discretionary | $939K | 0.2% | 2,333 | -3% | |||
| 107 | $LMT | LOCKHEED MARTIN CORP | Industrials | $937K | 0.2% | 1,839 | -7% | |||
| 108 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $910K | 0.2% | 3,846 | -0.7% | |||
| 109 | $NFLX | NETFLIX INC | Communication Services | $886K | 0.2% | 12K | +123% | |||
| 110 | $DUK | Duke Energy CORP | Utilities | $875K | 0.2% | 6,916 | +8% | |||
| 111 | $TPR | TAPESTRY, INC. | Consumer Discretionary | $875K | 0.2% | 5,980 | +0.0% | |||
| 112 | $EQIX | EQUINIX INC | Real Estate | $858K | 0.2% | 823 | -5% | |||
| 113 | $CMI | CUMMINS INC | Industrials | $834K | 0.2% | 1,170 | +24% | |||
| 114 | $EBAY | EBAY INC | Consumer Discretionary | $832K | 0.2% | 7,444 | -2% | |||
| 115 | — | ISHARES TR - CORE S&P SCP ETF | — | $831K | 0.2% | 5,600 | — | |||
| 116 | — | ISHARES TR - MSCI EAFE ETF | — | $829K | 0.2% | 7,984 | — | |||
| 117 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $821K | 0.1% | 2,918 | +6% | |||
| 118 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $817K | 0.1% | 3,706 | +20% | |||
| 119 | $IVZ | Invesco Ltd. | Financials | $808K | 0.1% | 3,799 | — | |||
| 120 | $DHR | DANAHER CORP /DE/ | Healthcare | $791K | 0.1% | 4,146 | +5% | |||
| 121 | $WDC | WESTERN DIGITAL CORP | Technology | $786K | 0.1% | 1,230 | +15% | |||
| 122 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $780K | 0.1% | 5,149 | -2% | |||
| 123 | $BLK | BlackRock, Inc. | Financials | $778K | 0.1% | 809 | +15% | |||
| 124 | $TFC | TRUIST FINANCIAL CORP | Financials | $771K | 0.1% | 15K | +5% | |||
| 125 | $SYF | Synchrony Financial | Financials | $755K | 0.1% | 9,929 | -9% | |||
| 126 | — | J P MORGAN EXCHANGE TRADED F - ACTIVEBLDRS EMER | — | $747K | 0.1% | 12K | -6% | |||
| 127 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $746K | 0.1% | 13K | +5% | |||
| 128 | $DIS | Walt Disney Co | Communication Services | $717K | 0.1% | 7,390 | +17% | |||
| 129 | $SO | SOUTHERN CO | Utilities | $697K | 0.1% | 7,284 | -0.8% | |||
| 130 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $683K | 0.1% | 12K | New | |||
| 131 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $679K | 0.1% | 11K | +18% | |||
| 132 | $MRVL | Marvell Technology, Inc. | Technology | $669K | 0.1% | 2,247 | New | |||
| 133 | $VICI | VICI PROPERTIES INC. | Real Estate | $668K | 0.1% | 25K | +15% | |||
| 134 | $APD | Air Products & Chemicals, Inc. | Materials | $648K | 0.1% | 2,210 | +9% | |||
| 135 | $KMB | KIMBERLY CLARK CORP | Materials | $645K | 0.1% | 5,805 | +0.1% | |||
| 136 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $639K | 0.1% | 1,394 | +0.5% | |||
| 137 | $TGT | TARGET CORP | Consumer Staples | $608K | 0.1% | 4,653 | -2% | |||
| 138 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $607K | 0.1% | 2,464 | +14% | |||
| 139 | $SNDK | Sandisk Corp | Technology | $596K | 0.1% | 262 | New | |||
| 140 | $AMGN | AMGEN INC | Healthcare | $590K | 0.1% | 1,629 | +21% | |||
| 141 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $590K | 0.1% | 5,771 | +24% | |||
| 142 | $PANW | Palo Alto Networks Inc | Technology | $587K | 0.1% | 1,720 | New | |||
| 143 | $CB | Chubb Ltd | Financials | $586K | 0.1% | 1,716 | +11% | |||
| 144 | — | ISHARES INC - CORE MSCI EMKT | — | $582K | 0.1% | 7,024 | -5% | |||
| 145 | $ADBE | ADOBE INC. | Technology | $571K | 0.1% | 2,785 | +19% | |||
| 146 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $567K | 0.1% | 2,534 | -50% | |||
| 147 | $ZM | Zoom Communications, Inc. | Technology | $566K | 0.1% | 6,558 | -11% | |||
| 148 | $HONA | Honeywell Aerospace Inc. | Industrials | $560K | 0.1% | 2,534 | New | |||
| 149 | $JLL | JONES LANG LASALLE INC | Real Estate | $552K | 0.1% | 1,782 | +0.3% | |||
| 150 | $EQT | EQT Corp | Energy | $536K | 0.1% | 10K | -0.4% |
What changed in Q2 2026
Against the previous quarter's 13F: 43 new, 118 added to, 84 trimmed, 9 sold out. Share-count changes; largest moves by dollar size first.
New positions (43)
$WFCWELLS FARGO & COMPANY/MN$4.2M
first bought this quarter
$ACGLARCH CAPITAL GROUP LTD.$2.4M
first bought this quarter
$CCITIGROUP INC$2.2M
first bought this quarter
$COFCAPITAL ONE FINANCIAL CORP$2.1M
first bought this quarter
$ORCLORACLE CORP$1.4M
first bought this quarter
$MSMORGAN STANLEY$968K
first bought this quarter
+37 more in the Excel export
Added to (118)
$KLACKLA CORP+892%
now $5.5M · held 6 qtrs
$BKNGBooking Holdings Inc.+2196%
now $3.7M · held 7+ qtrs
- VANGUARD INDEX FDS - SMALL CP ETF+11%
now $33.6M
now $11.9M · held 7+ qtrs, 3 adds in a row
- VANGUARD INDEX FDS - S&P 500 ETF SHS+3%
now $64.7M
now $32.2M · held 7+ qtrs, 2 adds in a row
+112 more in the Excel export
Trimmed (84)
$DBXDROPBOX, INC.-67%
now $1.1M · held 7+ qtrs, 3 trims in a row
$QCOMQUALCOMM INC/DE-23%
now $2.2M · held 7+ qtrs, 3 trims in a row
$HONHONEYWELL INTERNATIONAL INC-50%
now $567K · held 6 qtrs, 3 trims in a row
$CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD-20%
now $2.1M · held 7+ qtrs
$NVRNVR INC-20%
now $1.3M · held 7+ qtrs, 5 trims in a row
$BACBANK OF AMERICA CORP /DE/-11%
now $2.7M · held 7+ qtrs
+78 more in the Excel export
Holdings by quarter
Every 13F 3Chopt Investment Partners, LLC has filed, 14 earlier quarters. Pick one to see what it held then.
Is it too late to follow 3Chopt Investment Partners?
Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of 3Chopt Investment Partners's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)
Top 10 since filing
+7.0%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 13% over the last 4
Top 10 weight
41%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 (30.9% of disclosed assets). All figures are sourced directly from 3Chopt Investment Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1978521.
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