3Chopt Investment Partners, LLC

CIK

1978521

Location

RICHMOND, VA

Portfolio Value

Small $357,305,713

Diversification

Diversified

Filing Date

Global Rank

#3,337 / 8,517 ▼ 19

Top Industry

Semiconductors 16.4%

3Y Alpha vs SPY

+57.6%

Period ended 46 days ago

Filed Jul 29, 2026 · 17d

15 quarters · since Dec 2022

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+468.8%

SPY

+75.3%

Annualised alpha

+57.9%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

9.0%

+1.2 pts

Top 5

23.9%

−4.8 pts

Top 10

33.8%

−6.3 pts

HHI

214

Diversified−38

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	37.4%	$133,647,297	42
Financial Services	13.7%	$48,867,860	27
Healthcare	10.5%	$37,414,942	23
Industrials	8.0%	$28,585,274	39
Consumer Cyclical	7.5%	$26,926,911	19
Consumer Defensive	7.5%	$26,670,902	12
Energy	5.1%	$18,080,509	11
Communication Services	4.6%	$16,267,076	12
Utilities	3.2%	$11,279,328	7
Real Estate	1.1%	$4,000,394	7
Basic Materials	1.0%	$3,638,958	7
Unclassified	0.5%	$1,926,262	2

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
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
VICI	Vici Properties Inc.	+3,285	24,743	$656,926
INTC	Intel Corp	+2,621	8,091	$1,129,746
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
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
KMI	Kinder Morgan, Inc.	+865	10,590	$338,562
TFC	Truist Financial Corp	+796	15,483	$771,363
ACN	Accenture plc	+793	2,039	$253,733
FAST	Fastenal Co	+764	9,178	$440,819
AVGO	Broadcom Inc.	+741	27,738	$10,478,029
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
GOOGL	Alphabet Inc.	−45,619	12,697	$4,537,526
PLUG	Plug Power Inc	−34,750	58,110	$157,478
BAC	Bank Of America Corp /De/	−5,832	46,757	$2,664,213
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
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
EXPD	Expeditors International Of Washington Inc	−669	10,523	$1,715,038
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
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	$559,507
RSG	Republic Services, Inc.	2,276	$484,970
APH	Amphenol Corp /De/	2,208	$389,314
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

13 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	100,163	$26,234,692
VEU	Vanguard FTSE All-World Ex-US ETF	71,784	$5,390,978
VEA	Vanguard FTSE Developed Markets ETF	20,434	$1,309,410
VIG	Vanguard Dividend Appreciation ETF	3,874	$833,142
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

208 tracked positions · $357,305,713 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 208 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	161,098	+8,299	$32,234,098	+21.0%	9.02%
AAPL	Apple Inc. Technology	Added	76,117	+5,530	$22,025,215	+22.9%	6.16%
MSFT	Microsoft Corp Technology	Added	31,783	+4,891	$11,855,694	+19.1%	3.32%
AVGO	Broadcom Inc. Technology	Added	27,738	+741	$10,478,029	+25.4%	2.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	17,553	+599	$8,783,345	−14.5%	2.46%
LRCX	Lam Research Corp Technology	Added	17,299	+598	$7,496,175	+110.1%	2.10%
META	Meta Platforms, Inc. Communication Services	Added	12,753	+345	$7,183,637	+1.2%	2.01%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	39,383	-280	$7,124,778	+8.6%	1.99%
MU	Micron Technology Inc Technology	Added	6,125	+479	$7,070,026	+270.7%	1.98%
CSCO	Cisco Systems, Inc. Technology	Added	55,459	+477	$6,514,214	+52.7%	1.82%
AMZN	Amazon Com Inc Consumer Cyclical	Added	25,740	+5,493	$6,134,871	+45.5%	1.72%
MCK	Mckesson Corp Healthcare	Reduced	7,708	-241	$5,824,164	−15.3%	1.63%
VST	Vistra Corp. Utilities	Reduced	36,553	-753	$5,798,402	+3.4%	1.62%
JNJ	Johnson & Johnson Healthcare	Added	21,776	+270	$5,530,450	+5.2%	1.55%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	16,776	-842	$5,491,288	+6.0%	1.54%
KLAC	Kla Corp Technology	Added	18,113	+16,288	$5,464,873	+103.4%	1.53%
MO	Altria Group, Inc. Consumer Defensive	Reduced	71,650	-1,660	$5,155,217	+6.6%	1.44%
WMB	Williams Companies, Inc. Energy	Reduced	67,066	-979	$4,985,686	+0.7%	1.40%
LLY	ELI LILLY & Co Healthcare	Added	4,014	+385	$4,814,512	+44.2%	1.35%
AMAT	Applied Materials Inc /De Technology	Added	6,308	+331	$4,560,684	+123.2%	1.28%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,697	-45,619	$4,537,526	−72.9%	1.27%
WFC	Wells Fargo & Company/Mn Financial Services	NEW	50,751	NEW	$4,194,062	NEW	1.17%
WMT	Walmart Inc. Consumer Defensive	Added	36,283	+1,285	$4,109,412	−5.5%	1.15%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,642	+1,529	$4,055,425	+34.5%	1.14%
BKNG	Booking Holdings Inc. Consumer Cyclical	Added	20,619	+19,721	$3,675,130	−2.8%	1.03%
ABBV	AbbVie Inc. Healthcare	Reduced	14,191	-1,047	$3,571,023	+7.8%	1.00%
NSC	Norfolk Southern Corp Industrials	Added	10,671	+58	$3,356,989	+10.2%	0.94%
MA	Mastercard Inc Financial Services	Added	6,192	+724	$3,180,211	+16.4%	0.89%
XOM	ExxonMobil Holdings Corp Energy	Reduced	22,756	-710	$3,111,200	−21.9%	0.87%
MRK	Merck & Co., Inc. Healthcare	Added	24,198	+2,004	$3,109,443	+16.5%	0.87%
PGR	Progressive Corp/Oh/ Financial Services	Added	13,456	+343	$2,939,463	+13.1%	0.82%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	22,571	-584	$2,851,620	−11.6%	0.80%
MPC	Marathon Petroleum Corp Energy	Reduced	11,147	-62	$2,849,953	+4.1%	0.80%
RTX	RTX Corp Industrials	Added	14,530	+308	$2,756,776	+0.5%	0.77%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	46,757	-5,832	$2,664,213	+3.9%	0.75%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	17,097	+984	$2,507,104	+7.7%	0.70%
ACGL	Arch Capital Group Ltd. Financial Services	NEW	24,608	NEW	$2,388,452	NEW	0.67%
CAT	Caterpillar Inc Industrials	Added	2,211	+197	$2,354,493	+65.0%	0.66%
BKR	Baker Hughes Co Energy	Reduced	41,657	-945	$2,311,963	−11.1%	0.65%
SCHW	Schwab Charles Corp Financial Services	Reduced	24,941	-292	$2,301,306	−3.0%	0.64%
QCOM	Qualcomm Inc/De Technology	Reduced	12,140	-3,694	$2,243,350	+10.0%	0.63%
C	Citigroup Inc Financial Services	NEW	15,863	NEW	$2,220,185	NEW	0.62%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	15,848	-3,948	$2,082,902	−26.3%	0.58%
V	Visa Inc. Financial Services	Added	6,053	+1,010	$2,076,723	+36.3%	0.58%
COF	Capital One Financial Corp Financial Services	NEW	10,346	NEW	$2,075,614	NEW	0.58%
AXP	American Express Co Financial Services	Added	5,952	+395	$2,013,264	+19.8%	0.56%
GLW	Corning Inc /Ny Technology	Reduced	7,722	-288	$1,972,430	+81.1%	0.55%
CVX	Chevron Corp Energy	Reduced	11,774	-850	$1,951,658	−25.3%	0.55%
CI	Cigna Group Healthcare	Added	7,001	+67	$1,930,035	+4.3%	0.54%
PEP	Pepsico Inc Consumer Defensive	Reduced	13,980	-1,455	$1,892,892	−21.0%	0.53%

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.