3Chopt Investment Partners, LLC

CIK

1978521

Location

RICHMOND, VA

Portfolio Value

Small $531,683,958

Diversification

Diversified

Filing Date

Global Rank

#3,681 / 8,795 ▼ 61 · as of Jun 2026

Top Industry

Semiconductors 15.5%

Period ended 3 months ago

Filed Jul 29, 2026 · 2mo

15 quarters · since Dec 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

224 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.5%

−0.5 pts

Top 5

37.5%

−1.0 pts

Top 10

47.8%

−0.8 pts

HHI

518

Diversified−25

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	29.4%	$156,190,818	18
Technology	25.2%	$134,036,612	42
Financial Services	9.6%	$51,114,410	27
Healthcare	7.0%	$37,414,942	23
Communication Services	6.3%	$33,744,191	12
Industrials	5.4%	$28,585,983	39
Consumer Cyclical	5.1%	$26,926,911	19
Consumer Defensive	5.0%	$26,670,902	12
Energy	3.4%	$18,080,509	11
Utilities	2.1%	$11,279,328	7
Real Estate	0.8%	$4,000,394	7
Basic Materials	0.7%	$3,638,958	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+25,951	239,383	$103,810,674
BKNG	Booking Holdings Inc.	+19,721	20,619	$3,675,130
KLAC	Kla Corp	+16,288	18,113	$5,464,873
NVDA	Nvidia Corp	+8,299	161,098	$32,234,098
NFLX	Netflix Inc	+6,839	12,404	$885,645
AAPL	Apple Inc.	+5,530	76,117	$22,025,215
AMZN	Amazon Com Inc	+5,493	25,740	$6,134,871
MSFT	Microsoft Corp	+4,891	31,783	$11,855,694
GOOGL	Alphabet Inc.	+3,845	62,161	$22,014,641
VICI	Vici Properties Inc.	+3,285	24,743	$656,926
VEU	Vanguard FTSE All-World Ex-US ETF	+2,876	85,682	$7,004,590
INTC	Intel Corp	+2,621	8,091	$1,129,746
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+2,297	118,660	$13,578,428
MRK	Merck & Co., Inc.	+2,004	24,198	$3,109,443
KO	Coca Cola Co	+1,971	21,763	$1,768,679
TSLA	Tesla, Inc.	+1,529	9,642	$4,055,425
BKF	iShares MSCI BIC ETF	+1,430	3,240	$554,362
WMT	Walmart Inc.	+1,285	36,283	$4,109,412
SBUX	Starbucks Corp	+1,103	5,771	$589,738
MLI	Mueller Industries Inc	+1,097	3,422	$420,666
DIS	Walt Disney Co	+1,055	7,390	$711,287
AMD	Advanced Micro Devices Inc	+1,045	2,964	$1,721,817
V	Visa Inc.	+1,010	6,053	$2,076,723
PG	PROCTER & GAMBLE Co	+984	17,097	$2,507,104
HD	Home Depot, Inc.	+902	4,679	$1,650,189
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DBX	Dropbox, Inc.	−78,029	38,519	$1,058,116
PLUG	Plug Power Inc	−34,750	58,110	$157,478
BAC	Bank Of America Corp /De/	−5,832	46,757	$2,664,213
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−4,514	211,314	$19,407,436
CHKP	Check Point Software Technologies Ltd	−3,948	15,848	$2,082,902
QCOM	Qualcomm Inc/De	−3,694	12,140	$2,243,350
HON	Honeywell International Inc	−2,579	2,534	$567,362
D	Dominion Energy, Inc	−2,278	26,983	$1,842,669
MO	Altria Group, Inc.	−1,660	71,650	$5,155,217
CTVA	Corteva, Inc.	−1,621	6,164	$522,029
PEP	Pepsico Inc	−1,455	13,980	$1,892,892
CBRE	Cbre Group, Inc.	−1,427	8,826	$1,188,773
VEA	Vanguard FTSE Developed Markets ETF	−1,093	19,341	$1,378,046
ABBV	AbbVie Inc.	−1,047	14,191	$3,571,023
PFE	Pfizer Inc	−1,047	9,420	$226,833
UVV	Universal Corp /Va/	−1,004	6,796	$354,547
WMB	Williams Companies, Inc.	−979	67,066	$4,985,686
SYF	Synchrony Financial	−958	9,929	$755,100
BKR	Baker Hughes Co	−945	41,657	$2,311,963
CVX	Chevron Corp	−850	11,774	$1,951,658
AEP	American Electric Power Co Inc	−844	2,516	$344,213
JPM	Jpmorgan Chase & Co	−842	16,776	$5,491,288
ZM	Zoom Communications, Inc.	−812	6,558	$566,020
VST	Vistra Corp.	−753	36,553	$5,798,402
XOM	ExxonMobil Holdings Corp	−710	22,756	$3,111,200
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
WFC	Wells Fargo & Company/Mn	50,751	$4,194,062
ACGL	Arch Capital Group Ltd.	24,608	$2,388,452
C	Citigroup Inc	15,863	$2,220,185
COF	Capital One Financial Corp	10,346	$2,075,614
ORCL	Oracle Corp	9,770	$1,431,793
MS	Morgan Stanley	4,633	$968,482
APH	Amphenol Corp /De/	2,208	$778,629
BMY	Bristol Myers Squibb Co	11,859	$683,315
MRVL	Marvell Technology, Inc.	2,247	$669,358
SNDK	Sandisk Corp	262	$595,717
PANW	Palo Alto Networks Inc	1,720	$586,554
HONA	Honeywell Aerospace Inc.	2,534	$560,216
RSG	Republic Services, Inc.	2,276	$484,970
CRWD	CrowdStrike Holdings, Inc.	475	$362,491
STX	Seagate Technology Holdings plc	344	$331,960
BNY	Bank of New York Mellon Corp	2,058	$297,607
GNRC	Generac Holdings Inc.	1,009	$295,445
ADP	Automatic Data Processing Inc	1,315	$294,494
CVS	CVS HEALTH Corp	2,652	$274,349
APP	AppLovin Corp	492	$253,493
HWM	Howmet Aerospace Inc.	891	$239,554
ABNB	Airbnb, Inc.	1,607	$229,961
JCI	Johnson Controls International plc	1,562	$228,223
SHW	Sherwin Williams Co	652	$224,496
VRT	Vertiv Holdings Co	658	$220,311
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	729	$315,205
CEG	Constellation Energy Corp	1,071	$299,076
RPM	Rpm International Inc/De/	2,928	$291,043
WATT	Energous Corp	18,000	$282,420
EPD	Enterprise Products Partners L.P.	7,116	$269,269
T	At&T Inc.	8,051	$233,398
POST	Post Holdings, Inc.	2,283	$225,697
COP	Conocophillips	1,635	$215,820
UBER	Uber Technologies, Inc	2,888	$207,733
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

224 tracked positions · $531,683,958 total · filing declares 274 positions · $532,096,866 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 224 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	239,383	+25,951	$103,810,674	+22.0%	19.52%
NVDA	Nvidia Corp Technology	Added	161,098	+8,299	$32,234,098	+21.0%	6.06%
AAPL	Apple Inc. Technology	Added	76,117	+5,530	$22,025,215	+22.9%	4.14%
GOOGL	Alphabet Inc. Communication Services	Added	62,161	+3,845	$22,014,641	+31.5%	4.14%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	211,314	-4,514	$19,407,436	+12.0%	3.65%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	118,660	+2,297	$13,578,428	—	2.55%
MSFT	Microsoft Corp Technology	Added	31,783	+4,891	$11,855,694	+19.1%	2.23%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	17,556	+602	$11,029,895	+7.3%	2.07%
AVGO	Broadcom Inc. Technology	Added	27,738	+741	$10,478,029	+25.4%	1.97%
LRCX	Lam Research Corp Technology	Added	17,299	+598	$7,496,175	+110.1%	1.41%
META	Meta Platforms, Inc. Communication Services	Added	12,753	+345	$7,183,637	+1.2%	1.35%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	39,383	-280	$7,124,778	+8.6%	1.34%
MU	Micron Technology Inc Technology	Added	6,125	+479	$7,070,026	+270.7%	1.33%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	85,682	+2,876	$7,004,590	+14.7%	1.32%
CSCO	Cisco Systems, Inc. Technology	Added	55,459	+477	$6,514,214	+52.7%	1.23%
AMZN	Amazon Com Inc Consumer Cyclical	Added	25,740	+5,493	$6,134,871	+45.5%	1.15%
MCK	Mckesson Corp Healthcare	Reduced	7,708	-241	$5,824,164	−15.3%	1.10%
VST	Vistra Corp. Utilities	Reduced	36,553	-753	$5,798,402	+3.4%	1.09%
JNJ	Johnson & Johnson Healthcare	Added	21,776	+270	$5,530,450	+5.2%	1.04%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	16,776	-842	$5,491,288	+6.0%	1.03%
KLAC	Kla Corp Technology	Added	18,113	+16,288	$5,464,873	+103.4%	1.03%
MO	Altria Group, Inc. Consumer Defensive	Reduced	71,650	-1,660	$5,155,217	+6.6%	0.97%
WMB	Williams Companies, Inc. Energy	Reduced	67,066	-979	$4,985,686	+0.7%	0.94%
LLY	ELI LILLY & Co Healthcare	Added	4,014	+385	$4,814,512	+44.2%	0.91%
AMAT	Applied Materials Inc /De Technology	Added	6,308	+331	$4,560,684	+123.2%	0.86%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	50,751	NEW	$4,194,062	NEW	0.79%
WMT	Walmart Inc. Consumer Defensive	Added	36,283	+1,285	$4,109,412	−5.5%	0.77%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,642	+1,529	$4,055,425	+34.5%	0.76%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	20,619	+19,721	$3,675,130	−2.8%	0.69%
ABBV	AbbVie Inc. Healthcare	Reduced	14,191	-1,047	$3,571,023	+7.8%	0.67%
NSC	Norfolk Southern Corp Industrials	Added	10,671	+58	$3,356,989	+10.2%	0.63%
MA	Mastercard Inc Financial Services	Added	6,192	+724	$3,180,211	+16.4%	0.60%
XOM	ExxonMobil Holdings Corp Energy	Reduced	22,756	-710	$3,111,200	−21.9%	0.59%
MRK	Merck & Co., Inc. Healthcare	Added	24,198	+2,004	$3,109,443	+16.5%	0.58%
PGR	Progressive Corp/Oh/ Financial Services	Added	13,456	+343	$2,939,463	+13.1%	0.55%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	22,571	-584	$2,851,620	−11.6%	0.54%
MPC	Marathon Petroleum Corp Energy	Reduced	11,147	-62	$2,849,953	+4.1%	0.54%
RTX	RTX Corp Industrials	Added	14,530	+308	$2,756,776	+0.5%	0.52%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	46,757	-5,832	$2,664,213	+3.9%	0.50%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	17,097	+984	$2,507,104	+7.7%	0.47%
ACGL	Arch Capital Group Ltd. Financial Services	NEW	24,608	NEW	$2,388,452	NEW	0.45%
CAT	Caterpillar Inc Industrials	Added	2,211	+197	$2,354,493	+65.0%	0.44%
BKR	Baker Hughes Co Energy	Reduced	41,657	-945	$2,311,963	−11.1%	0.43%
SCHW	Schwab Charles Corp Financial Services	Reduced	24,941	-292	$2,301,306	−3.0%	0.43%
QCOM	Qualcomm Inc/De Technology	Reduced	12,140	-3,694	$2,243,350	+10.0%	0.42%
C	Citigroup Inc Financial Services	NEW	15,863	NEW	$2,220,185	NEW	0.42%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	15,848	-3,948	$2,082,902	−26.3%	0.39%
V	Visa Inc. Financial Services	Added	6,053	+1,010	$2,076,723	+36.3%	0.39%
COF	Capital One Financial Corp Financial Services	NEW	10,346	NEW	$2,075,614	NEW	0.39%
AXP	American Express Co Financial Services	Added	5,952	+395	$2,013,264	+19.8%	0.38%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.