3Chopt Investment Partners, LLC Top Holdings and 13F Report (2026)

About 3Chopt Investment Partners, LLC

Investment Activity

3Chopt Investment Partners, LLC has $437.07 million in total holdings as of March 31, 2026.
3Chopt Investment Partners, LLC owns shares of 240 different stocks, but just 68 companies or ETFs make up 80% of its holdings.
Approximately 5.08% of the portfolio was purchased this quarter.
About 5.15% of the portfolio was sold this quarter.
This quarter, 3Chopt Investment Partners, LLC has purchased 231 new stocks and bought additional shares in 119 stocks.
3Chopt Investment Partners, LLC sold shares of 68 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $54,775,788
NVIDIA: $26,649,575
Vanguard Small-Cap ETF: $26,234,607
Apple: $17,914,373
Alphabet: $13,702,442

Largest New Holdings this Quarter

49456B101 - Kinder Morgan: $326,079 Holding
58506Q109 - Medpace: $310,203 Holding
F92124100 - TOTALENERGIES SE: $291,409 Holding
958102105 - Western Digital: $288,883 Holding
29272C301 - ENERGOUS CORP: $282,420 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 6,656 shares (about $3.98M)
NVIDIA: 8,592 shares (about $1.50M)
Microsoft: 3,855 shares (about $1.43M)
Apple: 3,757 shares (about $953.49K)
Vanguard Small-Cap ETF: 3,141 shares (about $822.69K)

Largest Sales this Quarter

Qualcomm: 2,416 shares (about $311.13K)
Corning: 2,238 shares (about $304.32K)
CF Industries: 2,335 shares (about $303.18K)
NVR: 38 shares (about $250.41K)
Dropbox: 10,900 shares (about $247.65K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$54,775,788	$3,977,305 â–²	7.8%	91,667	12.5%	ETF
NVDA NVIDIA	$26,649,575	$1,498,525 â–²	6.0%	152,799	6.1%	Computer and Technology
VB Vanguard Small-Cap ETF	$26,234,607	$822,688 â–²	3.2%	100,163	6.0%	ETF
AAPL Apple	$17,914,373	$953,494 â–²	5.6%	70,587	4.1%	Computer and Technology
GOOG Alphabet	$13,702,442	$282,844 â–²	2.1%	47,767	3.1%	Computer and Technology
MSFT Microsoft	$9,954,743	$1,427,024 â–²	16.7%	26,892	2.3%	Computer and Technology
AVGO Broadcom	$8,355,841	$61,283 â–²	0.7%	26,997	1.9%	Computer and Technology
BRK.B Berkshire Hathaway	$8,122,919	$208,931 â–²	2.6%	16,951	1.9%	Finance
META Meta Platforms	$7,099,002	$34,328 â–²	0.5%	12,408	1.6%	Computer and Technology
MCK McKesson	$6,885,302	$60,633 â–²	0.9%	7,949	1.6%	Medical
PM Philip Morris International	$6,616,324	$101,756 â–¼	-1.5%	39,663	1.5%	Consumer Staples
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$5,776,037	$108,509 â–²	1.9%	49,292	1.3%	ETF
VST Vistra	$5,608,211	$189,416 â–¼	-3.3%	37,306	1.3%	Utilities
VEU Vanguard FTSE All-World ex-US ETF	$5,390,969	$80,056 â–²	1.5%	71,784	1.2%	ETF
JNJ Johnson & Johnson	$5,256,806	$135,661 â–¼	-2.5%	21,506	1.2%	Medical
JPM JPMorgan Chase & Co.	$5,182,511	$71,775 â–¼	-1.4%	17,618	1.2%	Finance
WMB Williams Companies	$4,952,336	$60,990 â–²	1.2%	68,045	1.1%	Energy
MO Altria Group	$4,915,346	$15,891 â–¼	-0.3%	73,310	1.1%	Consumer Staples
WALMART INC	$4,358,050	$172,091 â–²	4.1%	34,998	1.0%	COM
CSCO Cisco Systems	$4,266,022	$18,156 â–²	0.4%	54,982	1.0%	Computer and Technology
AMZN Amazon.com	$4,216,843	$625 â–²	0.0%	20,247	1.0%	Retail/Wholesale
XOM ExxonMobil	$3,981,218	$113,163 â–²	2.9%	23,466	0.9%	Energy
BKNG Booking	$3,780,867	$25,262 â–²	0.7%	898	0.9%	Retail/Wholesale
VBR Vanguard Small-Cap Value ETF	$3,624,599	$157,072 â–²	4.5%	16,684	0.8%	ETF
LAM RESEARCH CORP	$3,572,632	$64,603 â–²	1.8%	16,701	0.8%	COM NEW
LLY Eli Lilly and Company	$3,337,845	$28,513 â–²	0.9%	3,629	0.8%	Medical
ABBV AbbVie	$3,314,113	$64,377 â–¼	-1.9%	15,238	0.8%	Medical
JMOM JPMorgan U.S. Momentum Factor ETF	$3,264,167		0.0%	48,059	0.7%	ETF
GILD Gilead Sciences	$3,227,112	$58,117 â–¼	-1.8%	23,155	0.7%	Medical
NSC Norfolk Southern	$3,045,803	$71,173 â–²	2.4%	10,613	0.7%	Transportation
GOOGL Alphabet	$3,033,470	$133,715 â–¼	-4.2%	10,549	0.7%	Computer and Technology
TSLA Tesla	$3,016,008	$52,789 â–²	1.8%	8,113	0.7%	Auto/Tires/Trucks
IWM iShares Russell 2000 ETF	$2,866,880	$2,232 â–¼	-0.1%	11,560	0.7%	Finance
CHKP Check Point Software Technologies	$2,827,859	$20,856 â–¼	-0.7%	19,796	0.6%	Computer and Technology
RTX RTX	$2,743,424	$2,701 â–²	0.1%	14,222	0.6%	Aerospace
MPC Marathon Petroleum	$2,736,955	$71,055 â–¼	-2.5%	11,209	0.6%	Energy
MA Mastercard	$2,732,141	$326,278 â–²	13.6%	5,468	0.6%	Business Services
IEFA iShares Core MSCI EAFE ETF	$2,692,543	$13,579 â–¼	-0.5%	29,742	0.6%	ETF
MRK Merck & Co., Inc.	$2,688,136	$81,877 â–²	3.1%	22,194	0.6%	Medical
KLAC KLA	$2,687,148	$10,307 â–²	0.4%	1,825	0.6%	Computer and Technology
DBX Dropbox	$2,647,971	$247,648 â–¼	-8.6%	116,548	0.6%	Computer and Technology
CVX Chevron	$2,611,817	$91,240 â–²	3.6%	12,624	0.6%	Energy
BKR Baker Hughes	$2,600,852	$4,701 â–¼	-0.2%	42,602	0.6%	Energy
PGR Progressive	$2,599,567	$48,570 â–²	1.9%	13,113	0.6%	Finance
BAC Bank of America	$2,563,733	$97,257 â–²	3.9%	52,589	0.6%	Finance
PEP PepsiCo	$2,396,901	$89,136 â–²	3.9%	15,435	0.5%	Consumer Staples
SCHW Charles Schwab	$2,371,375	$126,590 â–²	5.6%	25,233	0.5%	Finance
PG Procter & Gamble	$2,327,350	$83,775 â–¼	-3.5%	16,113	0.5%	Consumer Staples
BRK.A Berkshire Hathaway	$2,154,420		0.0%	3	0.5%	Finance
MCD McDonald's	$2,077,320	$41,335 â–¼	-2.0%	6,684	0.5%	Retail/Wholesale
AMAT Applied Materials	$2,042,911	$4,102 â–²	0.2%	5,977	0.5%	Computer and Technology
QCOM Qualcomm	$2,039,103	$311,133 â–¼	-13.2%	15,834	0.5%	Computer and Technology
GLOF iShares Global Equity Factor ETF	$2,008,821		0.0%	38,542	0.5%	ETF
MU Micron Technology	$1,908,292	$36,841 â–²	2.0%	5,646	0.4%	Computer and Technology
CI Cigna Group	$1,849,645	$95,497 â–¼	-4.9%	6,934	0.4%	Medical
D Dominion Energy	$1,808,897	$254,016 â–²	16.3%	29,261	0.4%	Utilities
AXP American Express	$1,680,881	$9,982 â–¼	-0.6%	5,557	0.4%	Finance
CTAS Cintas	$1,672,287	$750,305 â–²	81.4%	9,887	0.4%	Business Services
VRTX Vertex Pharmaceuticals	$1,649,965	$219,251 â–¼	-11.7%	3,695	0.4%	Medical
JAVA JPMorgan Active Value ETF	$1,629,012	$4,807 â–¼	-0.3%	22,704	0.4%	ETF
EXPD Expeditors International of Washington	$1,603,030	$25,638 â–¼	-1.6%	11,192	0.4%	Transportation
NVR NVR	$1,601,329	$250,414 â–¼	-13.5%	243	0.4%	Construction
MGC Vanguard Mega Cap ETF	$1,589,454		0.0%	6,725	0.4%	ETF
NOC Northrop Grumman	$1,532,400	$45,030 â–¼	-2.9%	2,246	0.4%	Aerospace
V Visa	$1,524,196	$12,694 â–¼	-0.8%	5,043	0.3%	Business Services
KO CocaCola	$1,515,552	$105,213 â–²	7.5%	19,792	0.3%	Consumer Staples
COST Costco Wholesale	$1,508,595	$108,611 â–²	7.8%	1,514	0.3%	Retail/Wholesale
VONG Vanguard Russell 1000 Growth ETF	$1,476,427		0.0%	13,460	0.3%	ETF
CAT Caterpillar	$1,426,838	$41,799 â–²	3.0%	2,014	0.3%	Industrials
SPY SPDR S&P 500 ETF Trust	$1,422,311	$652 â–¼	0.0%	2,181	0.3%	Finance
NEE NextEra Energy	$1,398,680	$88,608 â–²	6.8%	15,059	0.3%	Utilities
JIRE JPMorgan International Research Enhanced Equity ETF	$1,390,208	$16,511 â–¼	-1.2%	18,355	0.3%	ETF
CBRE CBRE Group	$1,388,871	$76,264 â–²	5.8%	10,253	0.3%	Finance
VYM Vanguard High Dividend Yield ETF	$1,388,586	$25,621 â–²	1.9%	9,376	0.3%	Financial Services
VEA Vanguard FTSE Developed Markets ETF	$1,309,411	$219,090 â–¼	-14.3%	20,434	0.3%	ETF
CF CF Industries	$1,305,282	$303,177 â–¼	-18.8%	10,053	0.3%	Basic Materials
JGRO JPMorgan Active Growth ETF	$1,269,406	$94,831 â–¼	-7.0%	15,019	0.3%	ETF
EXPE Expedia Group	$1,262,507	$542,823 â–²	75.4%	5,468	0.3%	Retail/Wholesale
BBIN JPMorgan BetaBuilders International Equity ETF	$1,257,006	$585 â–¼	0.0%	17,191	0.3%	ETF
VO Vanguard Mid-Cap ETF	$1,254,402		0.0%	4,368	0.3%	ETF
HD Home Depot	$1,242,218	$9,867 â–²	0.8%	3,777	0.3%	Retail/Wholesale
LMT Lockheed Martin	$1,195,632	$156,556 â–²	15.1%	1,978	0.3%	Aerospace
IJS iShares S&P Small-Cap 600 Value ETF	$1,192,673		0.0%	10,069	0.3%	ETF
EOG EOG Resources	$1,178,824	$59,997 â–²	5.4%	8,154	0.3%	Energy
LABCORP HOLDINGS INC	$1,160,624	$129,136 â–¼	-10.0%	4,350	0.3%	COM SHS
HON Honeywell International	$1,155,691	$14,014 â–¼	-1.2%	5,113	0.3%	Multi-Sector Conglomerates
GLW Corning	$1,089,176	$304,317 â–¼	-21.8%	8,010	0.2%	Computer and Technology
FOXA FOX	$1,020,774	$81,059 â–²	8.6%	17,479	0.2%	Consumer Discretionary
DE Deere & Company	$1,008,947	$89,822 â–¼	-8.2%	1,786	0.2%	Industrials
ORLY O'Reilly Automotive	$1,004,979	$39,416 â–¼	-3.8%	10,887	0.2%	Retail/Wholesale
GE GE Aerospace	$955,572	$44,624 â–²	4.9%	3,362	0.2%	Aerospace
GS The Goldman Sachs Group	$888,290	$312,170 â–²	54.2%	1,050	0.2%	Finance
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$885,295		0.0%	7,075	0.2%	ETF
EQIX Equinix	$850,848	$95,083 â–²	12.6%	868	0.2%	Finance
TPR Tapestry	$843,697	$133,067 â–²	18.7%	5,979	0.2%	Retail/Wholesale
TJX TJX Companies	$843,216	$23,955 â–²	2.9%	5,280	0.2%	Retail/Wholesale
ADI Analog Devices	$842,435	$166,705 â–²	24.7%	2,648	0.2%	Computer and Technology
DUK Duke Energy	$839,980	$20,950 â–²	2.6%	6,415	0.2%	Utilities
RL Ralph Lauren	$833,629		0.0%	2,417	0.2%	Consumer Discretionary
VIG Vanguard Dividend Appreciation ETF	$833,142	$3,226 â–²	0.4%	3,874	0.2%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

3Chopt Investment Partners, LLC Top Holdings and 13F Report (2026)

About 3Chopt Investment Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

3Chopt Investment Partners, LLC Top Holdings and 13F Report (2026)

About 3Chopt Investment Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings of3Chopt Investment Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools