3Chopt Investment Partners
RICHMOND, VAfiles as 3Chopt Investment Partners, LLC
$532m in 274 US stocks at the end of 30 June 2026. The top 10 are 40.6% of the money. It changed about 10.0% of the portfolio this quarter.
Value
$532m
Stocks
274
Top 10 share
40.6%
Turnover
10.0%
What changed this quarter
New
Bought for the first time this quarter.
- Wells Fargo & CompanyWFC0.8% of the fund
- Arch Capital GroupACGL0.4% of the fund
- CitigroupC0.4% of the fund
- Capital One FinancialCOF0.4% of the fund
- OracleORCL0.3% of the fund
- Morgan StanleyMS0.2% of the fund
- Bristol-Myers SquibbBMY0.1% of the fund
- Marvell TechnologyMRVL0.1% of the fund
- SandiskSNDK0.1% of the fund
- Palo Alto NetworksPANW0.1% of the fund
- Honeywell InternationalHON0.1% of the fund
- Honeywell AerospaceHONA0.1% of the fund
- Republic ServicesRSG<0.1% of the fund
- J P Morgan Exchange Traded FJUSA<0.1% of the fund
- AmphenolAPH<0.1% of the fund
- CrowdStrike HoldingsCRWD<0.1% of the fund
- Seagate Technology HoldingsSTX<0.1% of the fund
- Tidal Trust IICHAT<0.1% of the fund
- Bank of New York MellonBNY<0.1% of the fund
- Automatic Data ProcessingADP<0.1% of the fund
- Generac HoldingsGNRC<0.1% of the fund
- CVS HealthCVS<0.1% of the fund
- Ishares TRIVV<0.1% of the fund
- Roundhill ETF TrustLOHA<0.1% of the fund
- AppLovinAPP<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVOO12.2% of the fund+3%
- Vanguard Index FDSVB6.3% of the fund+11%
- NvidiaNVDA6.1% of the fund+5%
- AppleAAPL4.1% of the fund+8%
- AlphabetGOOG3.3% of the fund+4%
- MicrosoftMSFT2.2% of the fund+18%
- BroadcomAVGO2.0% of the fund+3%
- Berkshire HathawayBRK-B1.7% of the fund+4%
- Lam ResearchLRCX1.4% of the fund+4%
- Meta PlatformsMETA1.4% of the fund+3%
- Micron TechnologyMU1.3% of the fund+8%
- Amazon.comAMZN1.2% of the fund+27%
- Eli LillyLLY0.9% of the fund+11%
- Applied MaterialsAMAT0.9% of the fund+6%
- AlphabetGOOGL0.9% of the fund+20%
- WalmartWMT0.8% of the fund+4%
- TeslaTSLA0.8% of the fund+19%
- Ishares TRIWM0.7% of the fund+3%
- MastercardMA0.6% of the fund+13%
- MerckMRK0.6% of the fund+9%
- ProgressivePGR0.6% of the fund+3%
- RTXRTX0.5% of the fund+2%
- Procter & GamblePG0.5% of the fund+6%
- CaterpillarCAT0.4% of the fund+10%
- VisaV0.4% of the fund+20%
Cut
Sold some of their stake.
- J P Morgan Exchange Traded FBBUS1.2% of the fund-5%
- MckessonMCK1.1% of the fund-3%
- VistraVST1.1% of the fund-2%
- JPMorgan ChaseJPM1.0% of the fund-5%
- Altria GroupMO1.0% of the fund-2%
- Vanguard Index FDSVBR0.7% of the fund-2%
- Booking HoldingsBKNG0.7% of the fund-8%
- AbbVieABBV0.7% of the fund-7%
- ExxonMobil HoldingsXOM0.6% of the fund-3%
- Gilead SciencesGILD0.5% of the fund-3%
- Bank of AmericaBAC0.5% of the fund-11%
- Baker HughesBKR0.4% of the fund-2%
- QualcommQCOM0.4% of the fund-23%
- Check Point Software TechnologiesCHKP0.4% of the fund-20%
- CorningGLW0.4% of the fund-4%
- ChevronCVX0.4% of the fund-7%
- PepsiCoPEP0.4% of the fund-9%
- Dominion EnergyD0.3% of the fund-8%
- Vertex PharmaceuticalsVRTX0.3% of the fund-5%
- Expeditors International of WashingtonEXPD0.3% of the fund-6%
- McDonald'sMCD0.3% of the fund-5%
- J P Morgan Exchange Traded FJAVA0.3% of the fund-10%
- State STR Spdr S&P 500 ETF TSPY0.3% of the fund-3%
- Vanguard Tax-Managed FDSVEA0.3% of the fund-5%
- NVRNVR0.2% of the fund-20%
Sold out
Sold their entire stake.
- Honeywell InternationalHON-100%
- IntuitINTU-100%
- Constellation EnergyCEG-100%
- RPM InternationalRPM-100%
- EnergousWATT-100%
- Enterprise Products Partners L.P.EPD-100%
- AT&TT-100%
- Post HoldingsPOST-100%
- ConocoPhillipsCOP-100%
- Uber TechnologiesUBER-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 12.2%
- Value
- $65m
- Shares
- 94,181
+3%
- Vanguard Index FDSVB
- Share
- 6.3%
- Value
- $34m
- Shares
- 110,885
+11%
- J P Morgan Exchange Traded FBBUS
- Share
- 1.2%
- Value
- $6m
- Shares
- 47,005
-5%
- Vanguard Intl Equity Index FVEU
- Share
- 1.1%
- Value
- $6m
- Shares
- 72,912
Held
- J P Morgan Exchange Traded FJMOM
- Share
- 0.8%
- Value
- $4m
- Shares
- 48,059
Held
- Vanguard Index FDSVBR
- Share
- 0.7%
- Value
- $4m
- Shares
- 16,294
-2%
- Ishares TRIWM
- Share
- 0.7%
- Value
- $4m
- Shares
- 11,891
+3%
- Ishares TRIEFA
- Share
- 0.5%
- Value
- $3m
- Shares
- 29,742
Held
- Ishares TRGLOF
- Share
- 0.4%
- Value
- $2m
- Shares
- 38,369
Held
- Berkshire Hathaway INC DELBRK-A
- Share
- 0.4%
- Value
- $2m
- Shares
- 3
Held
- Vanguard World FDMGC
- Share
- 0.3%
- Value
- $2m
- Shares
- 6,725
Held
- Vanguard Scottsdale FDSVONG
- Share
- 0.3%
- Value
- $2m
- Shares
- 13,460
Held
- J P Morgan Exchange Traded FJAVA
- Share
- 0.3%
- Value
- $2m
- Shares
- 20,449
-10%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.3%
- Value
- $2m
- Shares
- 2,115
-3%
- J P Morgan Exchange Traded FJIRE
- Share
- 0.3%
- Value
- $1m
- Shares
- 18,021
Held
- Vanguard Whitehall FDSVYM
- Share
- 0.3%
- Value
- $1m
- Shares
- 9,384
Held
- Vanguard Index FDSVO
- Share
- 0.3%
- Value
- $1m
- Shares
- 17,472
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.3%
- Value
- $1m
- Shares
- 19,341
-5%
- Ishares TRIJS
- Share
- 0.3%
- Value
- $1m
- Shares
- 10,045
Held
- J P Morgan Exchange Traded FBBIN
- Share
- 0.3%
- Value
- $1m
- Shares
- 17,198
Held
- J P Morgan Exchange Traded FJGRO
- Share
- 0.2%
- Value
- $1m
- Shares
- 12,820
-15%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 12.2% | $65m | 94,181 | +3% |
| Vanguard Index FDSVB | 6.3% | $34m | 110,885 | +11% |
| NvidiaNVDA | 6.1% | $32m | 161,098 | +5% |
| AppleAAPL | 4.1% | $22m | 76,117 | +8% |
| AlphabetGOOG | 3.3% | $17m | 49,464 | +4% |
| MicrosoftMSFT | 2.2% | $12m | 31,783 | +18% |
| BroadcomAVGO | 2.0% | $10m | 27,738 | +3% |
| Berkshire HathawayBRK-B | 1.7% | $9m | 17,553 | +4% |
| Lam ResearchLRCX | 1.4% | $8m | 17,299 | +4% |
| Meta PlatformsMETA | 1.4% | $7m | 12,753 | +3% |
| Philip Morris InternationalPM | 1.3% | $7m | 39,383 | Held |
| Micron TechnologyMU | 1.3% | $7m | 6,125 | +8% |
| Cisco SystemsCSCO | 1.2% | $7m | 55,459 | Held |
| J P Morgan Exchange Traded FBBUS | 1.2% | $6m | 47,005 | -5% |
| Amazon.comAMZN | 1.2% | $6m | 25,740 | +27% |
| Vanguard Intl Equity Index FVEU | 1.1% | $6m | 72,912 | Held |
| MckessonMCK | 1.1% | $6m | 7,708 | -3% |
| VistraVST | 1.1% | $6m | 36,553 | -2% |
| Johnson & JohnsonJNJ | 1.0% | $6m | 21,776 | Held |
| JPMorgan ChaseJPM | 1.0% | $5m | 16,776 | -5% |
| KLAKLAC | 1.0% | $5m | 18,113 | Held |
| Altria GroupMO | 1.0% | $5m | 71,650 | -2% |
| Williams CompaniesWMB | 0.9% | $5m | 67,066 | Held |
| Eli LillyLLY | 0.9% | $5m | 4,014 | +11% |
| Applied MaterialsAMAT | 0.9% | $5m | 6,308 | +6% |
| AlphabetGOOGL | 0.9% | $5m | 12,697 | +20% |
| Wells Fargo & CompanyWFC | 0.8% | $4m | 50,751 | New |
| WalmartWMT | 0.8% | $4m | 36,283 | +4% |
| J P Morgan Exchange Traded FJMOM | 0.8% | $4m | 48,059 | Held |
| TeslaTSLA | 0.8% | $4m | 9,642 | +19% |
| Vanguard Index FDSVBR | 0.7% | $4m | 16,294 | -2% |
| Booking HoldingsBKNG | 0.7% | $4m | 20,619 | -8% |
| Ishares TRIWM | 0.7% | $4m | 11,891 | +3% |
| AbbVieABBV | 0.7% | $4m | 14,191 | -7% |
| Norfolk SouthernNSC | 0.6% | $3m | 10,671 | Held |
| MastercardMA | 0.6% | $3m | 6,192 | +13% |
| MerckMRK | 0.6% | $3m | 24,198 | +9% |
| ExxonMobil HoldingsXOM | 0.6% | $3m | 22,756 | -3% |
| ProgressivePGR | 0.6% | $3m | 13,456 | +3% |
| Ishares TRIEFA | 0.5% | $3m | 29,742 | Held |
| Gilead SciencesGILD | 0.5% | $3m | 22,571 | -3% |
| Marathon PetroleumMPC | 0.5% | $3m | 11,147 | Held |
| RTXRTX | 0.5% | $3m | 14,530 | +2% |
| Bank of AmericaBAC | 0.5% | $3m | 46,757 | -11% |
| Procter & GamblePG | 0.5% | $3m | 17,097 | +6% |
| Arch Capital GroupACGL | 0.4% | $2m | 24,608 | New |
| CaterpillarCAT | 0.4% | $2m | 2,211 | +10% |
| Baker HughesBKR | 0.4% | $2m | 41,657 | -2% |
| Charles SchwabSCHW | 0.4% | $2m | 24,941 | Held |
| Ishares TRGLOF | 0.4% | $2m | 38,369 | Held |
| Berkshire Hathaway INC DELBRK-A | 0.4% | $2m | 3 | Held |
| QualcommQCOM | 0.4% | $2m | 12,140 | -23% |
| CitigroupC | 0.4% | $2m | 15,863 | New |
| Check Point Software TechnologiesCHKP | 0.4% | $2m | 15,848 | -20% |
| VisaV | 0.4% | $2m | 6,053 | +20% |
| Capital One FinancialCOF | 0.4% | $2m | 10,346 | New |
| American ExpressAXP | 0.4% | $2m | 5,952 | +7% |
| CorningGLW | 0.4% | $2m | 7,722 | -4% |
| ChevronCVX | 0.4% | $2m | 11,774 | -7% |
| Cigna GroupCI | 0.4% | $2m | 7,001 | Held |
| PepsiCoPEP | 0.4% | $2m | 13,980 | -9% |
| Dominion EnergyD | 0.3% | $2m | 26,983 | -8% |
| Vanguard World FDMGC | 0.3% | $2m | 6,725 | Held |
| Coca-ColaKO | 0.3% | $2m | 21,763 | +10% |
| Vertex PharmaceuticalsVRTX | 0.3% | $2m | 3,522 | -5% |
| Advanced Micro DevicesAMD | 0.3% | $2m | 2,964 | +54% |
| Vanguard Scottsdale FDSVONG | 0.3% | $2m | 13,460 | Held |
| CintasCTAS | 0.3% | $2m | 10,102 | +2% |
| Expeditors International of WashingtonEXPD | 0.3% | $2m | 10,523 | -6% |
| McDonald'sMCD | 0.3% | $2m | 6,341 | -5% |
| Dell TechnologiesDELL | 0.3% | $2m | 3,852 | +10% |
| Home DepotHD | 0.3% | $2m | 4,679 | +24% |
| J P Morgan Exchange Traded FJAVA | 0.3% | $2m | 20,449 | -10% |
| State STR Spdr S&P 500 ETF TSPY | 0.3% | $2m | 2,115 | -3% |
| Costco WholesaleCOST | 0.3% | $2m | 1,639 | +8% |
| J P Morgan Exchange Traded FJIRE | 0.3% | $1m | 18,021 | Held |
| Vanguard Whitehall FDSVYM | 0.3% | $1m | 9,384 | Held |
| OracleORCL | 0.3% | $1m | 9,770 | New |
| Vanguard Index FDSVO | 0.3% | $1m | 17,472 | Held |
| UnitedHealth GroupUNH | 0.3% | $1m | 3,384 | +25% |
| General ElectricGE | 0.3% | $1m | 3,723 | +11% |
| Vanguard Tax-Managed FDSVEA | 0.3% | $1m | 19,341 | -5% |
| Ishares TRIJS | 0.3% | $1m | 10,045 | Held |
| J P Morgan Exchange Traded FBBIN | 0.3% | $1m | 17,198 | Held |
| NextEra EnergyNEE | 0.2% | $1m | 15,100 | Held |
| NVRNVR | 0.2% | $1m | 194 | -20% |
| Expedia GroupEXPE | 0.2% | $1m | 5,015 | -8% |
| J P Morgan Exchange Traded FJGRO | 0.2% | $1m | 12,820 | -15% |
| Texas InstrumentsTXN | 0.2% | $1m | 4,110 | Held |
| Cbre GroupCBRE | 0.2% | $1m | 8,826 | -14% |
| Goldman Sachs GroupGS | 0.2% | $1m | 1,142 | +9% |
| Northrop GrummanNOC | 0.2% | $1m | 2,231 | Held |
| Analog DevicesADI | 0.2% | $1m | 2,853 | +8% |
| IntelINTC | 0.2% | $1m | 8,091 | +48% |
| Labcorp HoldingsLH | 0.2% | $1m | 3,807 | -12% |
| DropboxDBX | 0.2% | $1m | 38,519 | -67% |
| O'Reilly AutomotiveORLY | 0.2% | $1m | 11,456 | +5% |
| GE VernovaGEV | 0.2% | $1m | 896 | +13% |
| EOG ResourcesEOG | 0.2% | $1m | 8,109 | Held |
| DeereDE | 0.2% | $1m | 1,619 | -9% |
Showing the largest 100 of 274.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 27.9% since 30 June 2025.
Where the money is
Technology25.0%
Financial services9.2%
Health care7.0%
Media & telecom6.3%
Industrials5.6%
Retail & consumer5.1%
Everyday goods5.0%
Energy3.4%
Utilities2.1%
Real estate0.8%
Materials0.7%
Other29.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.