3Chopt Investment Partners, LLC

CIK

1978521

Location

RICHMOND, VA

Portfolio Value

Small $284,655,920

Diversification

Diversified

Filing Date

Global Rank

#3,470 / 8,605 ▲ 33 · as of Mar 2026

Top Industry

Semiconductors 14.7%

3Y Alpha vs SPY

-1.5%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+74.7%

SPY

+76.5%

Annualised alpha

-0.4%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

181 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.4%

+0.2 pts

Top 5

24.9%

−0.1 pts

Top 10

36.0%

−0.3 pts

HHI

230

Diversified+3

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.4%	$92,312,158	34
Healthcare	12.0%	$34,221,298	20
Financial Services	11.7%	$33,282,739	21
Consumer Defensive	9.2%	$26,208,135	13
Industrials	8.4%	$24,028,122	31
Energy	7.3%	$20,642,977	13
Consumer Cyclical	6.8%	$19,445,499	16
Communication Services	4.9%	$13,927,116	11
Utilities	4.0%	$11,490,332	8
Basic Materials	1.3%	$3,840,006	7
Real Estate	1.3%	$3,567,296	5
Unclassified	0.6%	$1,690,242	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+8,592	152,799	$26,648,145
CTAS	Cintas Corp	+4,436	9,887	$1,672,287
D	Dominion Energy, Inc	+4,109	29,261	$1,808,915
MSFT	Microsoft Corp	+3,855	26,892	$9,954,611
AAPL	Apple Inc.	+3,757	70,587	$17,914,274
MDLZ	Mondelez International, Inc.	+3,293	12,174	$701,709
VICI	Vici Properties Inc.	+2,739	21,458	$586,232
EXPE	Expedia Group, Inc.	+2,351	5,468	$1,262,506
BAC	Bank Of America Corp /De/	+1,995	52,589	$2,563,713
PFE	Pfizer Inc	+1,706	10,467	$293,913
SBUX	Starbucks Corp	+1,644	4,668	$418,206
SYF	Synchrony Financial	+1,642	10,887	$740,533
FOXA	Fox Corp	+1,388	17,479	$1,020,773
WMT	Walmart Inc.	+1,382	34,998	$4,349,551
KO	Coca Cola Co	+1,374	19,792	$1,505,181
SCHW	Schwab Charles Corp	+1,347	25,233	$2,371,397
INCY	Incyte Corp	+1,183	4,280	$402,833
SO	Southern Co	+1,104	7,343	$708,746
VZ	Verizon Communications Inc	+979	9,906	$497,281
FAST	Fastenal Co	+964	8,414	$390,409
EBAY	Ebay Inc	+956	7,617	$693,299
NEE	Nextera Energy Inc	+954	15,059	$1,398,679
TPR	Tapestry, Inc.	+943	5,979	$843,696
NFLX	Netflix Inc	+873	5,565	$535,074
APD	Air Products & Chemicals, Inc.	+843	2,032	$590,275
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DBX	Dropbox, Inc.	−10,900	116,548	$2,647,970
QCOM	Qualcomm Inc/De	−2,416	15,834	$2,039,102
CF	CF Industries Holdings, Inc.	−2,335	10,053	$1,305,281
GLW	Corning Inc /Ny	−2,238	8,010	$1,089,119
CRH	Crh Public Ltd Co	−1,351	4,360	$458,323
VST	Vistra Corp.	−1,260	37,306	$5,608,210
POST	Post Holdings, Inc.	−1,240	2,283	$225,697
AIG	American International Group, Inc.	−828	2,991	$225,072
CL	Colgate Palmolive Co	−660	2,955	$251,854
PM	Philip Morris International Inc.	−610	39,663	$6,557,880
PG	PROCTER & GAMBLE Co	−580	16,113	$2,327,361
JNJ	Johnson & Johnson	−555	21,506	$5,256,926
VRTX	Vertex Pharmaceuticals Inc / Ma	−491	3,695	$1,649,965
LH	Labcorp Holdings Inc.	−484	4,350	$1,160,623
GOOGL	Alphabet Inc.	−465	10,549	$3,033,470
ORLY	O Reilly Automotive Inc	−427	10,887	$1,004,978
TXT	Textron Inc	−425	4,284	$375,107
GILD	Gilead Sciences, Inc.	−417	23,155	$3,227,112
CTVA	Corteva, Inc.	−401	7,785	$651,682
CI	Cigna Group	−358	6,934	$1,849,644
DIS	Walt Disney Co	−329	6,335	$610,567
ABBV	AbbVie Inc.	−296	15,238	$3,314,112
MPC	Marathon Petroleum Corp	−291	11,209	$2,737,013
SPGI	S&P Global Inc.	−268	877	$352,907
GD	General Dynamics Corp	−262	1,542	$529,245
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
KMI	Kinder Morgan, Inc.	9,725	$326,079
MEDP	Medpace Holdings, Inc.	646	$310,202
TTE	TotalEnergies SE	3,203	$291,408
WDC	Western Digital Corp	1,068	$288,883
WATT	Energous Corp	18,000	$282,420
EPD	Enterprise Products Partners L.P.	7,116	$269,269
AMX	America Movil Sab De Cv/	9,600	$244,608
INTC	Intel Corp	5,470	$241,391
ECL	Ecolab Inc.	891	$237,023
QSR	Restaurant Brands International Inc.	3,203	$236,701
COHR	Coherent Corp.	992	$236,304
ETN	Eaton Corp plc	654	$233,916
T	At&T Inc.	8,051	$233,398
COP	Conocophillips	1,635	$215,820
FERG	Ferguson Enterprises Inc. /DE/	910	$212,266
ANET	Arista Networks, Inc.	1,725	$211,795
UBER	Uber Technologies, Inc	2,888	$207,733
PH	Parker-Hannifin Corp	225	$201,429
WELL	Welltower Inc.	1,016	$200,873
MLI	Mueller Industries Inc	2,325	$128,805
EVC	Entravision Communications Corp	15,555	$46,198
No positions match the current search.

Sold Out

Positions the filer fully exited

16 positions

Ticker	Company	Shares	Value
WFC	Wells Fargo & Company/Mn	50,523	$4,708,743
COF	Capital One Financial Corp	11,636	$2,820,100
ACGL	Arch Capital Group Ltd.	28,176	$2,702,641
ORCL	Oracle Corp	10,061	$1,960,989
C	Citigroup Inc	14,763	$1,722,694
MS	Morgan Stanley	3,957	$702,486
BMY	Bristol Myers Squibb Co	12,138	$654,723
ADP	Automatic Data Processing Inc	1,122	$288,612
CRBG	Corebridge Financial, Inc.	8,831	$266,431
PRU	Prudential Financial Inc	2,128	$240,208
ADSK	Autodesk, Inc.	782	$231,479
IDXX	Idexx Laboratories Inc /De	301	$203,635
NOW	ServiceNow, Inc.	1,321	$202,363
APH	Amphenol Corp /De/	1,481	$200,142
AI	C3.ai, Inc.	12,625	$170,185
QUBT	Quantum Computing Inc.	15,761	$161,707
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

181 positions · $284,655,920 total · as of Mar 31, 2026

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

Showing 1–50 of 181 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	152,799	+8,592	$26,648,145	−0.9%	9.36%
AAPL	Apple Inc. Technology	Added	70,587	+3,757	$17,914,274	−1.4%	6.29%
MSFT	Microsoft Corp Technology	Added	26,892	+3,855	$9,954,611	−10.7%	3.50%
AVGO	Broadcom Inc. Technology	Added	26,997	+198	$8,355,841	−9.9%	2.94%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	16,951	+436	$8,122,919	−2.1%	2.85%
META	Meta Platforms, Inc. Communication Services	Added	12,408	+60	$7,098,989	−12.9%	2.49%
MCK	Mckesson Corp Healthcare	Added	7,949	+70	$6,878,746	+6.4%	2.42%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	39,663	-610	$6,557,880	+1.5%	2.30%
VST	Vistra Corp. Utilities	Reduced	37,306	-1,260	$5,608,210	−9.9%	1.97%
JNJ	Johnson & Johnson Healthcare	Reduced	21,506	-555	$5,256,926	+15.1%	1.85%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	17,618	-244	$5,182,510	−10.0%	1.82%
WMB	Williams Companies, Inc. Energy	Added	68,045	+838	$4,952,315	+22.6%	1.74%
MO	Altria Group, Inc. Consumer Defensive	Reduced	73,310	-237	$4,837,726	+14.1%	1.70%
WMT	Walmart Inc. Consumer Defensive	Added	34,998	+1,382	$4,349,551	+16.1%	1.53%
CSCO	Cisco Systems, Inc. Technology	Added	54,982	+234	$4,266,053	+1.2%	1.50%
AMZN	Amazon Com Inc Consumer Cyclical	Added	20,247	+3	$4,216,842	−9.8%	1.48%
XOM	Exxon Mobil Corp Energy	Added	23,466	+667	$3,981,241	+45.1%	1.40%
LRCX	Lam Research Corp Technology	Added	16,701	+302	$3,568,335	+27.1%	1.25%
LLY	ELI LILLY & Co Healthcare	Added	3,629	+31	$3,337,845	−13.7%	1.17%
ABBV	AbbVie Inc. Healthcare	Reduced	15,238	-296	$3,314,112	−6.6%	1.16%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	23,155	-417	$3,227,112	+11.5%	1.13%
NSC	Norfolk Southern Corp Industrials	Added	10,613	+248	$3,045,931	+1.8%	1.07%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,549	-465	$3,033,470	−12.0%	1.07%
TSLA	Tesla, Inc. Consumer Cyclical	Added	8,113	+142	$3,016,007	−15.9%	1.06%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	19,796	-146	$2,827,858	−23.6%	0.99%
RTX	RTX Corp Industrials	Added	14,222	+14	$2,743,423	+5.3%	0.96%
MPC	Marathon Petroleum Corp Energy	Reduced	11,209	-291	$2,737,013	+46.3%	0.96%
MA	Mastercard Inc Financial Services	Added	5,468	+653	$2,732,140	−0.6%	0.96%
MRK	Merck & Co., Inc. Healthcare	Added	22,194	+676	$2,669,716	+17.9%	0.94%
DBX	Dropbox, Inc. Technology	Reduced	116,548	-10,900	$2,647,970	−25.3%	0.93%
CVX	Chevron Corp Energy	Added	12,624	+441	$2,611,905	+40.7%	0.92%
BKR	Baker Hughes Co Energy	Reduced	42,602	-77	$2,600,852	+33.8%	0.91%
PGR	Progressive Corp/Oh/ Financial Services	Added	13,113	+245	$2,599,521	−11.3%	0.91%
BAC	Bank Of America Corp /De/ Financial Services	Added	52,589	+1,995	$2,563,713	−7.9%	0.90%
PEP	Pepsico Inc Consumer Defensive	Added	15,435	+574	$2,396,901	+12.4%	0.84%
SCHW	Schwab Charles Corp Financial Services	Added	25,233	+1,347	$2,371,397	−0.6%	0.83%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	16,113	-580	$2,327,361	−2.7%	0.82%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	6,684	-133	$2,077,320	−0.3%	0.73%
AMAT	Applied Materials Inc /De Technology	Added	5,977	+12	$2,042,878	+33.3%	0.72%
QCOM	Qualcomm Inc/De Technology	Reduced	15,834	-2,416	$2,039,102	−34.7%	0.72%
MU	Micron Technology Inc Technology	Added	5,646	+109	$1,907,444	+20.7%	0.67%
CI	Cigna Group Healthcare	Reduced	6,934	-358	$1,849,644	−7.8%	0.65%
D	Dominion Energy, Inc Utilities	Added	29,261	+4,109	$1,808,915	+22.8%	0.64%
AXP	American Express Co Financial Services	Reduced	5,557	-33	$1,680,881	−18.7%	0.59%
CTAS	Cintas Corp Industrials	Added	9,887	+4,436	$1,672,287	+63.1%	0.59%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	3,695	-491	$1,649,965	−13.1%	0.58%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	11,192	-179	$1,603,030	−5.4%	0.56%
NVR	Nvr Inc Consumer Cyclical	Reduced	243	-38	$1,601,328	−21.9%	0.56%
NOC	Northrop Grumman Corp /De/ Industrials	Reduced	2,246	-66	$1,532,311	+16.2%	0.54%
V	Visa Inc. Financial Services	Reduced	5,043	-42	$1,524,196	−14.5%	0.54%