3Chopt Investment Partners, LLC
CIK 1978521 · View on SEC EDGAR ↗
- Portfolio value
- $532.1M
- Positions
- 274
- As of
- June 30, 2026
#3,624 of 9,443 by 13F value · top 38.4%
Portfolio value QoQ: +21.7% 13F does not disclose cash
- Top 10 holdings weight
- 40.56%
- Top 25 holdings weight
- 56.92%
- Positions above 1%
- 21
- Effective number of positions
- 33.2
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.7% Est. buys $58,727,846 · sells $13,105,322
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 83.0% still held
- New positions
- 44
- Increased
- 118
- Decreased
- 83
- Closed
- 10
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
23.1%
Healthcare
7.0%
Communication Services
6.1%
Industrials
5.6%
Financials
4.4%
Energy
3.4%
Retail
3.3%
Consumer Staples
3.2%
Financial Services
3.1%
Consumer Discretionary
2.7%
Utilities
2.1%
Communications
1.3%
Consumer products
0.9%
Real Estate
0.8%
Materials
0.6%
Logistics & Transportation
0.4%
Telecommunication
0.2%
Other/Unmapped
31.7%
Full portfolio 274 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $64,684,501 | 12.16% | 94,181 | $9,908,713 | Up ×3 | ||
| VB | $33,610,156 | 6.32% | 110,885 | $7,375,549 | Up ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $32,234,102 | 6.06% | 161,098 | $5,584,527 | Up ×2 | ||
| AAPL Apple Inc. - Common Stock | $22,025,111 | 4.14% | 76,117 | $4,110,738 | Up ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $17,477,115 | 3.28% | 49,464 | $3,774,673 | Up ×3 | ||
| MSFT Microsoft Corporation - Common Stock | $11,855,685 | 2.23% | 31,783 | $1,900,942 | Up ×6 | ||
| AVGO Broadcom Inc. - Common Stock | $10,478,030 | 1.97% | 27,738 | $2,122,189 | Up ×2 | ||
| BRKB | $8,783,506 | 1.65% | 17,553 | $660,587 | Up ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $7,500,922 | 1.41% | 17,299 | $3,928,290 | Up ×4 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $7,183,411 | 1.35% | 12,753 | $84,409 | Up ×4 | ||
| PM Philip Morris International Inc Common Stock | $7,182,607 | 1.35% | 39,383 | $566,283 | Down ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $7,070,026 | 1.33% | 6,125 | $5,161,734 | Up ×3 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $6,514,205 | 1.22% | 55,459 | $2,248,183 | Up ×2 | ||
| BBUS | $6,332,514 | 1.19% | 47,005 | $556,477 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $6,134,872 | 1.15% | 25,740 | $1,918,029 | Up ×2 | ||
| VEU | $6,106,372 | 1.15% | 72,912 | $715,403 | Up ×6 | ||
| MCK McKesson Corporation Common Stock | $5,830,627 | 1.10% | 7,708 | $-1,054,675 | Down ×1 | ||
| VST Vistra Corp. Common Stock | $5,798,402 | 1.09% | 36,553 | $190,191 | Down ×6 | ||
| JNJ Johnson & Johnson Common Stock | $5,530,365 | 1.04% | 21,776 | $273,559 | Up ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $5,491,288 | 1.03% | 16,776 | $308,777 | Down ×5 | ||
| KLAC KLA Corporation - Common Stock | $5,464,977 | 1.03% | 18,113 | $2,777,829 | Up ×4 | ||
| MO Altria Group, Inc. | $5,231,496 | 0.98% | 71,650 | $316,150 | Down ×2 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $4,985,708 | 0.94% | 67,066 | $33,372 | Down ×1 | ||
| LLY Eli Lilly and Company Common Stock | $4,814,512 | 0.90% | 4,014 | $1,476,667 | Up ×2 | ||
| AMAT Applied Materials, Inc. - Common Stock | $4,560,753 | 0.86% | 6,308 | $2,517,842 | Up ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $4,537,527 | 0.85% | 12,697 | $1,504,057 | Up ×1 | ||
| WFC Wells Fargo & Company Common Stock | $4,194,049 | 0.79% | 50,751 | ||||
| WMT Walmart Inc. - Common Stock | $4,109,413 | 0.77% | 36,283 | $-248,637 | Up ×4 | ||
| JMOM | $4,107,122 | 0.77% | 48,059 | $842,955 | |||
| TSLA Tesla, Inc. - Common Stock | $4,055,425 | 0.76% | 9,642 | $1,039,417 | Up ×3 | ||
| VBR | $3,959,279 | 0.74% | 16,294 | $334,680 | Down ×1 | ||
| BKNG Booking Holdings Inc. - Common Stock | $3,675,060 | 0.69% | 20,619 | $-105,807 | Up ×6 | ||
| IWM | $3,572,651 | 0.67% | 11,891 | $705,771 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $3,571,108 | 0.67% | 14,191 | $256,995 | Down ×2 | ||
| NSC Norfolk Southern Corporation Common Stock | $3,356,970 | 0.63% | 10,671 | $311,167 | Up ×2 | ||
| MA Mastercard Incorporated Common Stock | $3,180,240 | 0.60% | 6,192 | $448,099 | Up ×5 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $3,130,385 | 0.59% | 24,198 | $442,249 | Up ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $3,111,181 | 0.58% | 22,756 | $-870,037 | Down ×1 | ||
| PGR Progressive Corporation (The) Common Stock | $2,939,510 | 0.55% | 13,456 | $339,943 | Up ×2 | ||
| IEFA | $2,872,482 | 0.54% | 29,742 | $179,939 | |||
| GILD Gilead Sciences, Inc. - Common Stock | $2,851,582 | 0.54% | 22,571 | $-375,530 | Down ×3 | ||
| MPC Marathon Petroleum Corporation Common Stock | $2,849,866 | 0.54% | 11,147 | $112,911 | Down ×2 | ||
| RTX RTX Corporation Common Stock | $2,756,777 | 0.52% | 14,530 | $13,353 | Up ×2 | ||
| BAC Bank of America Corporation Common Stock | $2,664,192 | 0.50% | 46,757 | $100,459 | Down ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $2,507,092 | 0.47% | 17,097 | $179,742 | Up ×1 | ||
| ACGL Arch Capital Group Ltd. - Common Stock | $2,388,452 | 0.45% | 24,608 | ||||
| CAT Caterpillar, Inc. Common Stock | $2,354,494 | 0.44% | 2,211 | $927,656 | Up ×2 | ||
| BKR Baker Hughes Company - Common Stock | $2,311,964 | 0.43% | 41,657 | $-288,888 | Down ×2 | ||
| SCHW Charles Schwab Corporation (The) Common Stock | $2,301,321 | 0.43% | 24,941 | $-70,054 | Down ×1 | ||
| GLOF | $2,256,550 | 0.42% | 38,369 | $247,729 | Down ×1 | ||
| BRKA | $2,246,550 | 0.42% | 3 | $92,130 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $2,243,403 | 0.42% | 12,140 | $204,300 | Down ×3 | ||
| C Citigroup, Inc. Common Stock | $2,220,180 | 0.42% | 15,863 | ||||
| CHKP Check Point Software Technologies Ltd. - Ordinary Shares | $2,082,844 | 0.39% | 15,848 | $-745,015 | Down ×3 | ||
| V Visa Inc. | $2,076,724 | 0.39% | 6,053 | $552,528 | Up ×1 | ||
| COF Capital One Financial Corporation Common Stock | $2,075,572 | 0.39% | 10,346 | ||||
| AXP American Express Company Common Stock | $2,013,264 | 0.38% | 5,952 | $332,383 | Up ×1 | ||
| GLW Corning Incorporated Common Stock | $1,972,491 | 0.37% | 7,722 | $883,315 | Down ×2 | ||
| CVX Chevron Corporation Common Stock | $1,951,576 | 0.37% | 11,774 | $-660,241 | Down ×1 | ||
| CI The Cigna Group Common Stock | $1,930,036 | 0.36% | 7,001 | $80,391 | Up ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $1,892,892 | 0.36% | 13,980 | $-504,009 | Down ×1 | ||
| D Dominion Energy, Inc. Common Stock | $1,842,679 | 0.35% | 26,983 | $33,782 | Down ×1 | ||
| MGC | $1,840,162 | 0.35% | 6,725 | $250,708 | |||
| KO Coca-Cola Company (The) Common Stock | $1,780,183 | 0.33% | 21,763 | $264,631 | Up ×3 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $1,749,483 | 0.33% | 3,522 | $99,518 | Down ×6 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,721,817 | 0.32% | 2,964 | $1,331,435 | Up ×3 | ||
| VONG Vanguard Russell 1000 Growth ETF | $1,720,323 | 0.32% | 13,460 | $243,896 | |||
| CTAS Cintas Corporation - Common Stock | $1,718,148 | 0.32% | 10,102 | $45,861 | Up ×3 | ||
| EXPD Expeditors International of Washington, Inc. Common Stock | $1,714,981 | 0.32% | 10,523 | $111,951 | Down ×5 | ||
| MCD McDonald's Corporation Common Stock | $1,714,036 | 0.32% | 6,341 | $-363,284 | Down ×2 | ||
| DELL Dell Technologies Inc. Class C Common Stock | $1,661,984 | 0.31% | 3,852 | $1,089,006 | Up ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $1,650,190 | 0.31% | 4,679 | $407,972 | Up ×4 | ||
| JAVA | $1,623,855 | 0.31% | 20,449 | $-5,157 | Down ×2 | ||
| SPY SPY | $1,583,444 | 0.30% | 2,115 | $161,133 | Down ×3 | ||
| COST Costco Wholesale Corporation - Common Stock | $1,533,235 | 0.29% | 1,639 | $24,640 | Up ×2 | ||
| JIRE | $1,486,552 | 0.28% | 18,021 | $96,344 | Down ×2 | ||
| VYM | $1,482,954 | 0.28% | 9,384 | $94,368 | Up ×3 | ||
| ORCL Oracle Corporation Common Stock | $1,431,794 | 0.27% | 9,770 | ||||
| VO | $1,407,719 | 0.26% | 17,472 | $153,317 | Up ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1,406,679 | 0.26% | 3,384 | $673,606 | Up ×1 | ||
| GE GE Aerospace Common Stock | $1,391,397 | 0.26% | 3,723 | $435,825 | Up ×2 | ||
| VEA | $1,378,046 | 0.26% | 19,341 | $68,635 | Down ×2 | ||
| IJS | $1,372,951 | 0.26% | 10,045 | $180,278 | Down ×1 | ||
| BBIN | $1,342,820 | 0.25% | 17,198 | $85,814 | Up ×1 | ||
| NEE NextEra Energy, Inc. Common Stock | $1,325,327 | 0.25% | 15,100 | $-73,353 | Up ×3 | ||
| NVR NVR, Inc. Common Stock | $1,321,800 | 0.25% | 194 | $-279,529 | Down ×5 | ||
| EXPE Expedia Group, Inc. - Common Stock | $1,283,219 | 0.24% | 5,015 | $20,712 | Down ×1 | ||
| JGRO | $1,263,924 | 0.24% | 12,820 | $-5,482 | Down ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $1,225,116 | 0.23% | 4,110 | $438,389 | Up ×2 | ||
| CBRE CBRE Group Inc Common Stock Class A | $1,188,774 | 0.22% | 8,826 | $-200,097 | Down ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $1,154,753 | 0.22% | 1,142 | $266,463 | Up ×5 | ||
| NOC Northrop Grumman Corporation Common Stock | $1,136,294 | 0.21% | 2,231 | $-396,106 | Down ×3 | ||
| ADI Analog Devices, Inc. - Common Stock | $1,133,126 | 0.21% | 2,853 | $290,691 | Up ×4 | ||
| INTC Intel Corporation - Common Stock | $1,129,746 | 0.21% | 8,091 | $888,355 | Up ×1 | ||
| LH Labcorp Holdings Inc. Common Stock | $1,065,960 | 0.20% | 3,807 | $-94,664 | Down ×5 | ||
| DBX Dropbox, Inc. - Class A Common Stock | $1,058,104 | 0.20% | 38,519 | $-1,589,867 | Down ×3 | ||
| ORLY O'Reilly Automotive, Inc. - Common Stock | $1,054,983 | 0.20% | 11,456 | $50,004 | Up ×1 | ||
| GEV GE Vernova Inc. Common Stock | $1,053,124 | 0.20% | 896 | $357,907 | Up ×2 | ||
| EOG EOG Resources, Inc. Common Stock | $1,051,941 | 0.20% | 8,109 | $-126,883 | Down ×1 | ||
| DE Deere & Company Common Stock | $1,029,846 | 0.19% | 1,619 | $20,899 | Down ×5 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VOO | $64,684,501 | 12.16% | up ×3 |
| VB | $33,610,156 | 6.32% | up ×3 |
| GOOG | $17,477,115 | 3.28% | up ×3 |
| MSFT | $11,855,685 | 2.23% | up ×6 |
| LRCX | $7,500,922 | 1.41% | up ×4 |
| META | $7,183,411 | 1.35% | up ×4 |
| MU | $7,070,026 | 1.33% | up ×3 |
| VEU | $6,106,372 | 1.15% | up ×6 |
| KLAC | $5,464,977 | 1.03% | up ×4 |
| WMT | $4,109,413 | 0.77% | up ×4 |
| TSLA | $4,055,425 | 0.76% | up ×3 |
| BKNG | $3,675,060 | 0.69% | up ×6 |
| MA | $3,180,240 | 0.60% | up ×5 |
| KO | $1,780,183 | 0.33% | up ×3 |
| AMD | $1,721,817 | 0.32% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| WFC | $4,194,049 | 50,751 | 0.79% |
| ACGL | $2,388,452 | 24,608 | 0.45% |
| C | $2,220,180 | 15,863 | 0.42% |
| COF | $2,075,572 | 10,346 | 0.39% |
| ORCL | $1,431,794 | 9,770 | 0.27% |
| MS | $968,482 | 4,633 | 0.18% |
| BMY | $683,321 | 11,859 | 0.13% |
| MRVL | $669,359 | 2,247 | 0.13% |
| SNDK | $595,717 | 262 | 0.11% |
| PANW | $586,554 | 1,720 | 0.11% |
| Unknown issuer (CUSIP: 438516205) | $567,251 | 2,534 | 0.11% |
| Unknown issuer (CUSIP: 43849R105) | $560,106 | 2,534 | 0.11% |
| RSG | $484,970 | 2,276 | 0.09% |
| JUSA | $452,565 | 6,737 | 0.09% |
| APH | $389,861 | 2,208 | 0.07% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VOO | Bought more | +3K | +$9.9M |
| VB | Bought more | +11K | +$7.4M |
| NVDA | Bought more | +8K | +$5.6M |
| MU | Bought more | +479 | +$5.2M |
| AAPL | Bought more | +6K | +$4.1M |
| LRCX | Bought more | +598 | +$3.9M |
| GOOG | Bought more | +2K | +$3.8M |
| KLAC | Bought more | +16K | +$2.8M |
| AMAT | Bought more | +331 | +$2.5M |
| CSCO | Bought more | +477 | +$2.2M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| WFC | March 31, 2026 | 50,523 | $4,708,758 | 7.0% |
| COF | March 31, 2026 | 11,636 | $2,820,049 | 17.1% |
| ACGL | March 31, 2026 | 28,176 | $2,702,642 | 2.7% |
| ORCL | March 31, 2026 | 10,061 | $1,960,990 | -3.1% |
| C | March 31, 2026 | 14,763 | $1,722,694 | 16.4% |
| HON | June 30, 2026 | 5,113 | $1,155,691 | -1.2% |
| AES | June 30, 2025 | 91,309 | $1,134,058 | 40.0% |
| JQUA | March 31, 2025 | 14,427 | $826,234 | No longer tracked |
| VONV | March 31, 2026 | 7,803 | $720,217 | |
| OC | Sept. 30, 2025 | 5,136 | $706,303 | 4.1% |
| MS | March 31, 2026 | 3,957 | $702,486 | 29.9% |
| CWI | June 30, 2025 | 22,696 | $671,348 | No longer tracked |
| BMY | March 31, 2026 | 12,138 | $654,729 | 10.1% |
| DFS | June 30, 2025 | 2,842 | $485,129 | No longer tracked |
| NTDOY | March 31, 2025 | 32,434 | $474,509 | No longer tracked |
| SMCI | Dec. 31, 2025 | 9,877 | $473,503 | 27.5% |
| NTAP | June 30, 2025 | 5,362 | $470,998 | 81.4% |
| FIS | Sept. 30, 2025 | 5,614 | $457,036 | -38.3% |
| BE | June 30, 2025 | 20,314 | $399,373 | 740.3% |
| SW | June 30, 2025 | 8,732 | $393,464 | 13.5% |
| FFIV | Dec. 31, 2025 | 1,205 | $389,444 | 48.3% |
| AZO | June 30, 2025 | 101 | $385,091 | -19.1% |
| CMCSA | Sept. 30, 2025 | 9,970 | $355,829 | -15.2% |
| INTU | June 30, 2026 | 729 | $315,205 | 38.7% |
| GRMN | June 30, 2025 | 1,397 | $303,331 | 40.9% |
| CEG | June 30, 2026 | 1,071 | $299,077 | 10.8% |
| RPM | June 30, 2026 | 2,928 | $291,043 | -1.0% |
| ADP | March 31, 2026 | 1,122 | $290,829 | 37.5% |
| BLDR | June 30, 2025 | 2,306 | $288,112 | -39.8% |
| BDX | June 30, 2025 | 1,244 | $284,951 | 38.4% |
| WATT | June 30, 2026 | 18,000 | $282,420 | -48.8% |
| UPS | June 30, 2025 | 2,483 | $273,105 | 1.2% |
| EPD | June 30, 2026 | 7,116 | $269,269 | 4.4% |
| CRBG | March 31, 2026 | 8,831 | $266,431 | 34.3% |
| PHM | Sept. 30, 2025 | 2,456 | $259,751 | -2.9% |
| REGN | June 30, 2025 | 409 | $259,400 | 59.0% |
| WSM | Dec. 31, 2025 | 1,324 | $258,776 | 33.2% |
| ELV | Sept. 30, 2025 | 665 | $258,658 | 22.2% |
| FISV | Dec. 31, 2025 | 1,919 | $247,417 | -23.5% |
| PRU | March 31, 2026 | 2,128 | $240,209 | 24.5% |
| T | Dec. 31, 2025 | 8,503 | $240,131 | 1.6% |
| UBER | Dec. 31, 2025 | 2,404 | $235,520 | -2.5% |
| T | June 30, 2026 | 8,051 | $233,398 | 22.0% |
| ADSK | March 31, 2026 | 782 | $231,480 | 5.9% |
| AZO | Dec. 31, 2025 | 53 | $227,383 | -11.4% |
| POST | June 30, 2026 | 2,283 | $225,697 | -10.5% |
| ISRG | Sept. 30, 2025 | 411 | $223,342 | -11.7% |
| ROP | Sept. 30, 2025 | 393 | $222,768 | -17.9% |
| UTHR | June 30, 2025 | 708 | $218,255 | 82.5% |
| COP | June 30, 2026 | 1,635 | $215,820 | 29.7% |
| ETN | Dec. 31, 2025 | 573 | $214,445 | 30.8% |
| DEO | June 30, 2025 | 2,007 | $213,622 | -7.2% |
| CCI | Dec. 31, 2025 | 2,206 | $212,857 | -14.5% |
| EPD | June 30, 2025 | 6,200 | $211,668 | 23.7% |
| TMUS | Sept. 30, 2025 | 879 | $209,431 | -23.8% |
| BSX | Sept. 30, 2025 | 1,941 | $208,483 | -47.3% |
| UBER | June 30, 2026 | 2,888 | $207,734 | 10.4% |
| IDXX | March 31, 2026 | 301 | $203,636 | 0.1% |
| NOW | March 31, 2026 | 1,321 | $202,364 | 24.0% |
| SHAK | Dec. 31, 2025 | 2,155 | $201,730 | -9.8% |
| AMX | Dec. 31, 2025 | 9,600 | $201,600 | 14.3% |
| BA | Dec. 31, 2025 | 931 | $200,848 | 1.0% |
| APH | March 31, 2026 | 1,481 | $200,712 | 21.6% |
| BBMC | June 30, 2025 | 1,935 | $174,382 | No longer tracked |
| AI | March 31, 2026 | 12,625 | $170,185 | 23.2% |
| QUBT | March 31, 2026 | 15,761 | $161,708 | 23.7% |
| FNDF | June 30, 2025 | 3,477 | $125,659 | No longer tracked |
| AERG | March 31, 2025 | 89,770 | $57,453 | No longer tracked |
| SCHB | June 30, 2025 | 2,454 | $52,835 | No longer tracked |
| SCHG | June 30, 2025 | 1,612 | $40,364 | No longer tracked |
| JPME | June 30, 2025 | 372 | $37,413 | No longer tracked |
| HCTI | Sept. 30, 2025 | 254,412 | $7,073 | -63.1% |
| IWF | June 30, 2025 | 15 | $5,416 | No longer tracked |
| PPA | June 30, 2025 | 14 | $1,632 | No longer tracked |
| IUSG | June 30, 2025 | 2 | $254 | |
| VONE | June 30, 2025 | 1 | $254 | |
| VOT | June 30, 2025 | 1 | $245 | No longer tracked |