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

About 3Chopt Investment Partners, LLC

Investment Activity

  • 3Chopt Investment Partners, LLC has $557.80 million in total holdings as of September 30, 2026.
  • 3Chopt Investment Partners, LLC owns shares of 294 different stocks, but just 74 companies or ETFs make up 80% of its holdings.
  • Approximately 7.06% of the portfolio was purchased this quarter.
  • About 2.84% of the portfolio was sold this quarter.
  • This quarter, 3Chopt Investment Partners, LLC has purchased 274 new stocks and bought additional shares in 156 stocks.
  • 3Chopt Investment Partners, LLC sold shares of 70 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

NVIDIA
$38,977,995
Apple
$27,855,367
Alphabet
$17,438,392

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$3,863,825 Holding
G2004J103 - CARNIVAL CORP LTD
$496,125 Holding
00206R102 - AT&T
$433,344 Holding
25179M103 - Devon Energy
$401,303 Holding
718546104 - Phillips 66
$396,752 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP
23,741 shares (about $3.86M)
Apple
7,528 shares (about $2.51M)
NVIDIA
9,397 shares (about $2.15M)
Alphabet
5,495 shares (about $1.89M)
Amazon.com
4,943 shares (about $1.23M)

Largest Sales this Quarter

Cintas
5,419 shares (about $1.06M)
Dropbox
18,375 shares (about $621.99K)
CF Industries
3,842 shares (about $442.60K)
Check Point Software Technologies
3,435 shares (about $440.87K)
Vanguard S&P 500 ETF
619 shares (about $433.83K)

Sector Allocation Over Time

Map of 500 Largest Holdings of3Chopt Investment Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$65,574,018$433,833 ▼-0.7%93,56211.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$38,977,995$2,148,311 ▲5.8%170,4957.0%Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$32,564,470$1,018,760 ▲3.2%114,4665.8%ETF
Apple Inc. stock logo
AAPL
Apple
$27,855,367$2,506,966 ▲9.9%83,6455.0%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$17,438,392$584,028 ▲3.5%51,1783.1%Communication Services
Microsoft Corporation stock logo
MSFT
Microsoft
$15,889,628$411,858 ▼-2.5%30,9802.8%Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$10,156,766$415,458 ▲4.3%28,9211.8%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$9,392,966$145,032 ▲1.6%12,9531.7%Communication Services
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$8,858,690$118,016 ▲1.4%17,7901.6%Finance
Philip Morris International Inc. stock logo
PM
Philip Morris International
$7,843,663$328,592 ▲4.4%41,1051.4%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,644,669$1,231,548 ▲19.2%30,6831.4%Consumer Discretionary
Micron Technology, Inc. stock logo
MU
Micron Technology
$6,937,061$413,263 ▲6.3%6,5131.2%Technology
McKesson Corporation stock logo
MCK
McKesson
$6,605,561$17,095 ▲0.3%7,7281.2%Healthcare
JPMorgan BetaBuilders U.S. Equity ETF stock logo
BBUS
JPMorgan BetaBuilders U.S. Equity ETF
$6,480,293$13,345 ▲0.2%47,1021.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,259,503$1,890,719 ▲43.3%18,1921.1%Communication Services
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$6,214,014$164,529 ▲2.7%74,8951.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$6,168,483$199,438 ▲3.3%57,3121.1%Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$6,014,273$249,381 ▲4.3%22,7181.1%Healthcare
LAM RESEARCH CORP
$5,922,714$234,133 ▲4.1%18,0111.1%COM NEW
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$5,792,172$242,168 ▲4.4%17,5081.0%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$5,097,917$194,099 ▲4.0%74,4860.9%Consumer Staples
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$5,032,141$387,622 ▲8.3%4,3490.9%Healthcare
Vistra Corp. stock logo
VST
Vistra
$4,818,315$238,792 ▼-4.7%34,8270.9%Utilities
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$4,562,370$3,874 ▲0.1%67,1230.8%Energy
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$4,387,049$20,561 ▼-0.5%11,0950.8%Energy
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$4,097,106$34,501 ▲0.8%51,1820.7%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$4,021,772$309,468 ▲8.3%15,3740.7%Healthcare
JPMorgan U.S. Momentum Factor ETF stock logo
JMOM
JPMorgan U.S. Momentum Factor ETF
$4,005,7180.0%48,0590.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$4,002,612$581,534 ▲17.0%11,2810.7%Consumer Discretionary
WALMART INC
$3,865,097$94,567 ▲2.5%37,1930.7%COM
EXXONMOBIL HOLDINGS CORP
$3,863,825$3,863,825 ▲New Holding23,7410.7%COM SHS
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$3,795,749$258,858 ▲7.3%25,9690.7%Healthcare
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$3,764,4030.0%16,2940.7%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$3,590,100$175,369 ▲5.1%6,5100.6%Finance
KLA Corporation stock logo
KLAC
KLA
$3,462,609$68,227 ▼-1.9%17,7630.6%Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$3,390,991$26,829 ▲0.8%22,7510.6%Healthcare
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$3,355,213$129,381 ▲4.0%6,5610.6%Technology
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$3,313,078$15,759 ▲0.5%10,7220.6%Industrials
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$3,299,388$5,002 ▼-0.2%11,8730.6%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$3,077,631$281,340 ▼-8.4%18,8920.6%Consumer Discretionary
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$2,881,4050.0%29,7420.5%ETF
The Progressive Corporation stock logo
PGR
Progressive
$2,820,497$30,890 ▲1.1%13,6050.5%Finance
RTX Corporation stock logo
RTX
RTX
$2,789,948$92,454 ▲3.4%15,0280.5%Industrials
Chevron Corporation stock logo
CVX
Chevron
$2,659,734$255,457 ▲10.6%13,0250.5%Energy
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,518,707$34,867 ▲1.4%17,3370.5%Consumer Staples
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$2,501,183$63,434 ▲2.6%25,5900.4%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$2,497,119$47,844 ▼-1.9%45,8780.4%Finance
Citigroup Inc. stock logo
C
Citigroup
$2,406,769$352,832 ▲17.2%18,5880.4%Finance
Visa Inc. stock logo
V
Visa
$2,366,188$191,164 ▲8.8%6,5850.4%Finance
iShares Global Equity Factor ETF stock logo
GLOF
iShares Global Equity Factor ETF
$2,310,098$16,982 ▼-0.7%38,0890.4%ETF
Arch Capital Group Ltd. stock logo
ACGL
Arch Capital Group
$2,288,127$15,332 ▲0.7%24,7740.4%Finance
Baker Hughes Company stock logo
BKR
Baker Hughes
$2,253,096$33,873 ▼-1.5%41,0400.4%Energy
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$2,241,0150.0%30.4%Finance
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$2,191,608$119,425 ▲5.8%4,0740.4%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,072,643$259,386 ▲14.3%3,3880.4%Technology
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$2,024,484$139,049 ▲7.4%23,3680.4%Consumer Staples
Capital One Financial Corporation stock logo
COF
Capital One Financial
$1,979,120$18,341 ▼-0.9%10,2510.4%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,958,058$165,401 ▲9.2%2,4150.4%Industrials
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$1,916,409$317,837 ▼-14.2%10,4130.3%Technology
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$1,913,174$29,726 ▼-1.5%10,3620.3%Industrials
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$1,835,063$6,274 ▼-0.3%3,5100.3%Healthcare
PepsiCo, Inc. stock logo
PEP
PepsiCo
$1,815,011$43,465 ▲2.5%14,3230.3%Consumer Staples
American Express Company stock logo
AXP
American Express
$1,810,611$608 ▲0.0%5,9540.3%Finance
Cigna Group stock logo
CI
Cigna Group
$1,802,505$100,577 ▼-5.3%6,6310.3%Healthcare
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$1,735,3980.0%13,4600.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,708,700$91,742 ▲5.7%2,2350.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,663,191$171,144 ▲11.5%1,8270.3%Consumer Staples
JPMorgan Active Value ETF stock logo
JAVA
JPMorgan Active Value ETF
$1,599,024$31,171 ▼-1.9%20,0580.3%ETF
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$1,593,151$440,866 ▼-21.7%12,4130.3%Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$1,431,875$24,522 ▼-1.7%9,2260.3%ETF
Corning Incorporated stock logo
GLW
Corning
$1,406,018$218,652 ▲18.4%9,1440.3%Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,382,589$140,241 ▲11.3%3,7660.2%Healthcare
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,370,1540.0%17,4720.2%ETF
Dominion Energy Inc. stock logo
D
Dominion Energy
$1,368,427$264,595 ▼-16.2%22,6110.2%Utilities
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$1,360,570$120,036 ▼-8.1%16,5600.2%ETF
Oracle Corporation stock logo
ORCL
Oracle
$1,356,387$14,966 ▲1.1%9,8790.2%Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,340,276$189,067 ▲16.4%4,7850.2%Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$1,336,153$29,515 ▼-2.2%18,9230.2%ETF
JPMorgan BetaBuilders International Equity ETF stock logo
BBIN
JPMorgan BetaBuilders International Equity ETF
$1,331,353$9,748 ▼-0.7%17,0730.2%ETF
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$1,309,933$10,798 ▼-0.8%4,9740.2%Consumer Discretionary
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$1,286,7650.0%10,0450.2%ETF
GE Aerospace stock logo
GE
GE Aerospace
$1,279,452$116,796 ▲10.0%4,0970.2%Industrials
McDonald's Corporation stock logo
MCD
McDonald's
$1,268,553$195,837 ▼-13.4%5,4930.2%Consumer Discretionary
Amgen Inc. stock logo
AMGN
Amgen
$1,259,893$573,253 ▲83.5%2,9890.2%Healthcare
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$1,248,851$170,188 ▲15.8%2,5830.2%Industrials
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$1,242,888$4,732 ▲0.4%12,8690.2%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$1,234,562$102,748 ▲9.1%3,1120.2%Technology
Intel Corporation stock logo
INTC
Intel
$1,200,977$228,196 ▲23.5%9,9890.2%Technology
NVR, Inc. stock logo
NVR
NVR
$1,200,106$6,154 ▲0.5%1950.2%Consumer Discretionary
CBRE Group, Inc. stock logo
CBRE
CBRE Group
$1,190,660$56,784 ▲5.0%9,2680.2%Real Estate
LABCORP HOLDINGS INC
$1,172,9750.0%3,8070.2%COM SHS
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,171,622$27,948 ▲2.4%15,4690.2%Utilities
The Home Depot, Inc. stock logo
HD
Home Depot
$1,146,495$184,634 ▼-13.9%4,0300.2%Consumer Discretionary
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,145,952$117,926 ▲11.5%1,2730.2%Finance
Deere & Company stock logo
DE
Deere & Company
$1,132,945$43,083 ▲4.0%1,6830.2%Industrials
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$1,052,235$115,613 ▲12.3%2,0660.2%Industrials
Morgan Stanley stock logo
MS
Morgan Stanley
$1,040,270$168,896 ▲19.4%5,5310.2%Finance
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$1,026,1580.0%7,0750.2%ETF
PALANTIR TECHNOLOGIES INC
$1,015,120$386,632 ▲61.5%5,4270.2%CL A
BLACKROCK INC
$1,005,605$149,253 ▲17.4%9500.2%COM

Showing largest 100 holdings. View all holdings.
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