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

About 3Chopt Investment Partners, LLC

Investment Activity

3Chopt Investment Partners, LLC has $532.10 million in total holdings as of June 30, 2026.
3Chopt Investment Partners, LLC owns shares of 274 different stocks, but just 73 companies or ETFs make up 80% of its holdings.
Approximately 11.04% of the portfolio was purchased this quarter.
About 2.46% of the portfolio was sold this quarter.
This quarter, 3Chopt Investment Partners, LLC has purchased 240 new stocks and bought additional shares in 118 stocks.
3Chopt Investment Partners, LLC sold shares of 83 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $64,684,501
Vanguard Small-Cap ETF: $33,610,156
NVIDIA: $32,234,102
Apple: $22,025,111
Alphabet: $17,477,115

Largest New Holdings this Quarter

949746101 - Wells Fargo & Company: $4,194,049 Holding
G0450A105 - Arch Capital Group: $2,388,452 Holding
172967424 - Citigroup: $2,220,180 Holding
14040H105 - Capital One Financial: $2,075,572 Holding
68389X105 - Oracle: $1,431,794 Holding

Largest Purchases this Quarter

KLA: 16,288 shares (about $4.91M)
Wells Fargo & Company: 50,751 shares (about $4.19M)
Booking: 19,721 shares (about $3.52M)
Vanguard Small-Cap ETF: 10,722 shares (about $3.25M)
Arch Capital Group: 24,608 shares (about $2.39M)

Largest Sales this Quarter

Dropbox: 78,029 shares (about $2.14M)
Qualcomm: 3,694 shares (about $682.63K)
Check Point Software Technologies: 3,948 shares (about $518.87K)
NVR: 49 shares (about $333.86K)
Bank of America: 5,832 shares (about $332.30K)

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	$64,684,501	$1,726,642 â–²	2.7%	94,181	12.2%	ETF
VB Vanguard Small-Cap ETF	$33,610,156	$3,249,926 â–²	10.7%	110,885	6.3%	ETF
NVDA NVIDIA	$32,234,102	$1,660,547 â–²	5.4%	161,098	6.1%	Technology
AAPL Apple	$22,025,111	$1,600,153 â–²	7.8%	76,117	4.1%	Technology
GOOG Alphabet	$17,477,115	$599,601 â–²	3.6%	49,464	3.3%	Communication Services
MSFT Microsoft	$11,855,685	$1,824,439 â–²	18.2%	31,783	2.2%	Technology
AVGO Broadcom	$10,478,030	$279,913 â–²	2.7%	27,738	2.0%	Technology
BRK.B Berkshire Hathaway	$8,783,506	$301,240 â–²	3.6%	17,553	1.7%	Finance
LAM RESEARCH CORP	$7,500,922	$259,295 â–²	3.6%	17,299	1.4%	COM NEW
META Meta Platforms	$7,183,411	$194,329 â–²	2.8%	12,753	1.4%	Communication Services
PM Philip Morris International	$7,182,607	$51,066 â–¼	-0.7%	39,383	1.3%	Consumer Staples
MU Micron Technology	$7,070,026	$552,905 â–²	8.5%	6,125	1.3%	Technology
CSCO Cisco Systems	$6,514,205	$56,028 â–²	0.9%	55,459	1.2%	Technology
BBUS JPMorgan BetaBuilders U.S. Equity ETF	$6,332,514	$308,105 â–¼	-4.6%	47,005	1.2%	ETF
AMZN Amazon.com	$6,134,872	$1,309,202 â–²	27.1%	25,740	1.2%	Consumer Discretionary
VEU Vanguard FTSE All-World ex-US ETF	$6,106,372	$94,470 â–²	1.6%	72,912	1.1%	ETF
MCK McKesson	$5,830,627	$182,302 â–¼	-3.0%	7,708	1.1%	Healthcare
VST Vistra	$5,798,402	$119,448 â–¼	-2.0%	36,553	1.1%	Utilities
JNJ Johnson & Johnson	$5,530,365	$68,571 â–²	1.3%	21,776	1.0%	Healthcare
JPM JPMorgan Chase & Co.	$5,491,288	$275,612 â–¼	-4.8%	16,776	1.0%	Finance
KLAC KLA	$5,464,977	$4,914,346 â–²	892.5%	18,113	1.0%	Technology
MO Altria Group	$5,231,496	$121,204 â–¼	-2.3%	71,650	1.0%	Consumer Staples
WMB Williams Companies	$4,985,708	$72,779 â–¼	-1.4%	67,066	0.9%	Energy
LLY Eli Lilly and Company	$4,814,512	$461,781 â–²	10.6%	4,014	0.9%	Healthcare
AMAT Applied Materials	$4,560,753	$239,317 â–²	5.5%	6,308	0.9%	Technology
GOOGL Alphabet	$4,537,527	$767,631 â–²	20.4%	12,697	0.9%	Communication Services
WFC Wells Fargo & Company	$4,194,049	$4,194,049 â–²	New Holding	50,751	0.8%	Finance
WALMART INC	$4,109,413	$145,539 â–²	3.7%	36,283	0.8%	COM
JMOM JPMorgan U.S. Momentum Factor ETF	$4,107,122		0.0%	48,059	0.8%	ETF
TSLA Tesla	$4,055,425	$643,097 â–²	18.8%	9,642	0.8%	Consumer Discretionary
VBR Vanguard Small-Cap Value ETF	$3,959,279	$94,766 â–¼	-2.3%	16,294	0.7%	ETF
BKNG Booking	$3,675,060	$3,515,004 â–²	2,196.1%	20,619	0.7%	Consumer Discretionary
IWM iShares Russell 2000 ETF	$3,572,651	$99,449 â–²	2.9%	11,891	0.7%	ETF
ABBV AbbVie	$3,571,108	$263,473 â–¼	-6.9%	14,191	0.7%	Healthcare
NSC Norfolk Southern	$3,356,970	$18,246 â–²	0.5%	10,671	0.6%	Industrials
MA Mastercard	$3,180,240	$371,850 â–²	13.2%	6,192	0.6%	Finance
MRK Merck & Co., Inc.	$3,130,385	$259,248 â–²	9.0%	24,198	0.6%	Healthcare
XOM ExxonMobil	$3,111,181	$97,071 â–¼	-3.0%	22,756	0.6%	Energy
PGR Progressive	$2,939,510	$74,930 â–²	2.6%	13,456	0.6%	Finance
IEFA iShares Core MSCI EAFE ETF	$2,872,482		0.0%	29,742	0.5%	ETF
GILD Gilead Sciences	$2,851,582	$73,782 â–¼	-2.5%	22,571	0.5%	Healthcare
MPC Marathon Petroleum	$2,849,866	$15,851 â–¼	-0.6%	11,147	0.5%	Energy
RTX RTX	$2,756,777	$58,437 â–²	2.2%	14,530	0.5%	Industrials
BAC Bank of America	$2,664,192	$332,305 â–¼	-11.1%	46,757	0.5%	Finance
PG Procter & Gamble	$2,507,092	$144,293 â–²	6.1%	17,097	0.5%	Consumer Staples
ACGL Arch Capital Group	$2,388,452	$2,388,452 â–²	New Holding	24,608	0.4%	Finance
CAT Caterpillar	$2,354,494	$209,785 â–²	9.8%	2,211	0.4%	Industrials
BKR Baker Hughes	$2,311,964	$52,448 â–¼	-2.2%	41,657	0.4%	Energy
SCHW Charles Schwab	$2,301,321	$26,943 â–¼	-1.2%	24,941	0.4%	Finance
GLOF iShares Global Equity Factor ETF	$2,256,550	$10,174 â–¼	-0.4%	38,369	0.4%	ETF
BRK.A Berkshire Hathaway	$2,246,550		0.0%	3	0.4%	Finance
QCOM Qualcomm	$2,243,403	$682,630 â–¼	-23.3%	12,140	0.4%	Technology
C Citigroup	$2,220,180	$2,220,180 â–²	New Holding	15,863	0.4%	Finance
CHKP Check Point Software Technologies	$2,082,844	$518,871 â–¼	-19.9%	15,848	0.4%	Technology
V Visa	$2,076,724	$346,521 â–²	20.0%	6,053	0.4%	Finance
COF Capital One Financial	$2,075,572	$2,075,572 â–²	New Holding	10,346	0.4%	Finance
AXP American Express	$2,013,264	$133,609 â–²	7.1%	5,952	0.4%	Finance
GLW Corning	$1,972,491	$73,566 â–¼	-3.6%	7,722	0.4%	Technology
CVX Chevron	$1,951,576	$140,890 â–¼	-6.7%	11,774	0.4%	Energy
CI Cigna Group	$1,930,036	$18,471 â–²	1.0%	7,001	0.4%	Healthcare
PEP PepsiCo	$1,892,892	$197,007 â–¼	-9.4%	13,980	0.4%	Consumer Staples
D Dominion Energy	$1,842,679	$155,565 â–¼	-7.8%	26,983	0.3%	Utilities
MGC Vanguard Mega Cap ETF	$1,840,162		0.0%	6,725	0.3%	ETF
KO CocaCola	$1,780,183	$161,225 â–²	10.0%	21,763	0.3%	Consumer Staples
VRTX Vertex Pharmaceuticals	$1,749,483	$85,934 â–¼	-4.7%	3,522	0.3%	Healthcare
AMD Advanced Micro Devices	$1,721,817	$607,051 â–²	54.5%	2,964	0.3%	Technology
VONG Vanguard Russell 1000 Growth ETF	$1,720,323		0.0%	13,460	0.3%	ETF
CTAS Cintas	$1,718,148	$36,567 â–²	2.2%	10,102	0.3%	Industrials
EXPD Expeditors International of Washington	$1,714,981	$109,030 â–¼	-6.0%	10,523	0.3%	Industrials
MCD McDonald's	$1,714,036	$92,716 â–¼	-5.1%	6,341	0.3%	Consumer Discretionary
DELL Dell Technologies	$1,661,984	$155,757 â–²	10.3%	3,852	0.3%	Technology
HD Home Depot	$1,650,190	$318,117 â–²	23.9%	4,679	0.3%	Consumer Discretionary
JAVA JPMorgan Active Value ETF	$1,623,855	$179,070 â–¼	-9.9%	20,449	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$1,583,444	$49,412 â–¼	-3.0%	2,115	0.3%	ETF
COST Costco Wholesale	$1,533,235	$116,934 â–²	8.3%	1,639	0.3%	Consumer Staples
JIRE JPMorgan International Research Enhanced Equity ETF	$1,486,552	$27,552 â–¼	-1.8%	18,021	0.3%	ETF
VYM Vanguard High Dividend Yield ETF	$1,482,954	$1,264 â–²	0.1%	9,384	0.3%	ETF
ORCL Oracle	$1,431,794	$1,431,794 â–²	New Holding	9,770	0.3%	Technology
VO Vanguard Mid-Cap ETF	$1,407,719	$1,055,789 â–²	300.0%	17,472	0.3%	ETF
UNH UnitedHealth Group	$1,406,679	$280,588 â–²	24.9%	3,384	0.3%	Healthcare
GE GE Aerospace	$1,391,397	$134,917 â–²	10.7%	3,723	0.3%	Industrials
VEA Vanguard FTSE Developed Markets ETF	$1,378,046	$77,876 â–¼	-5.3%	19,341	0.3%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$1,372,951	$3,280 â–¼	-0.2%	10,045	0.3%	ETF
BBIN JPMorgan BetaBuilders International Equity ETF	$1,342,820	$547 â–²	0.0%	17,198	0.3%	ETF
NEE NextEra Energy	$1,325,327	$3,599 â–²	0.3%	15,100	0.2%	Utilities
NVR NVR	$1,321,800	$333,857 â–¼	-20.2%	194	0.2%	Consumer Discretionary
EXPE Expedia Group	$1,283,219	$115,912 â–¼	-8.3%	5,015	0.2%	Consumer Discretionary
JGRO JPMorgan Active Growth ETF	$1,263,924	$216,799 â–¼	-14.6%	12,820	0.2%	ETF
TXN Texas Instruments	$1,225,116	$17,289 â–²	1.4%	4,110	0.2%	Technology
CBRE CBRE Group	$1,188,774	$192,203 â–¼	-13.9%	8,826	0.2%	Real Estate
GS The Goldman Sachs Group	$1,154,753	$93,027 â–²	8.8%	1,142	0.2%	Finance
NOC Northrop Grumman	$1,136,294	$7,640 â–¼	-0.7%	2,231	0.2%	Industrials
ADI Analog Devices	$1,133,126	$81,420 â–²	7.7%	2,853	0.2%	Technology
INTC Intel	$1,129,746	$365,970 â–²	47.9%	8,091	0.2%	Technology
LABCORP HOLDINGS INC	$1,065,960	$152,040 â–¼	-12.5%	3,807	0.2%	COM SHS
DBX Dropbox	$1,058,104	$2,143,430 â–¼	-67.0%	38,519	0.2%	Technology
ORLY O'Reilly Automotive	$1,054,983	$52,399 â–²	5.2%	11,456	0.2%	Consumer Discretionary
GE VERNOVA INC	$1,053,124	$117,536 â–²	12.6%	896	0.2%	COM
EOG EOG Resources	$1,051,941	$5,838 â–¼	-0.6%	8,109	0.2%	Energy
DE Deere & Company	$1,029,846	$106,229 â–¼	-9.4%	1,619	0.2%	Industrials

Showing largest 100 holdings. View all holdings.

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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

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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