3Chopt Investment Partners, LLC — 13F Holdings & Portfolio
CIK 1978521 · latest 13F-HR filed 2026-04-23
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$437.1M
Long-equity book
Holdings
240
Distinct positions
Period
2026-03-31
Filed 2026-04-23
Q/Q Activity
+26 / −17 / ↑88 / ↓66
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EXXON MOBIL CORP$1.2M +45.1%
- WILLIAMS COS INC$912.5K +22.6%
- MARATHON PETE CORP$866.7K +46.3%
- LAM RESEARCH CORP$761.4K +27.1%
- CHEVRON CORPORATION$755.1K +40.7%
Top Trims
- MICROSOFT CORP-$1.2M -10.7%
- QUALCOMM INC-$1.1M -34.7%
- META PLATFORMS INC-$1.1M -12.9%
- BOOKING HOLDINGS INC-$996.1K -20.9%
- ALPHABET INC-$977.4K -6.7%
New Positions
- KINDER MORGAN INC DEL$326.1K
- MEDPACE HLDGS INC$310.2K
- TOTALENERGIES SE$291.4K
- WESTERN DIGITAL CORP$288.9K
- ENERGOUS CORP$282.4K
Exited Positions
- WELLS FARGO CO NEW$4.7M
- CAPITAL ONE FINL CORP$2.8M
- ARCH CAP GROUP LTD$2.7M
- ORACLE CORP$2.0M
- CITIGROUP INC$1.7M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | VOO | 922908363 | $54.8M | 12.53% | 91,667 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $26.6M | 6.10% | 152,799 | SH |
| 3 | VANGUARD INDEX FDS | VB | 922908751 | $26.2M | 6.00% | 100,163 | SH |
| 4 | APPLE INC | AAPL | 037833100 | $17.9M | 4.10% | 70,587 | SH |
| 5 | ALPHABET INC | GOOG | 02079K107 | $13.7M | 3.14% | 47,767 | SH |
| 6 | MICROSOFT CORP | MSFT | 594918104 | $10.0M | 2.28% | 26,892 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $8.4M | 1.91% | 26,997 | SH |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $8.1M | 1.86% | 16,951 | SH |
| 9 | META PLATFORMS INC | META | 30303M102 | $7.1M | 1.62% | 12,408 | SH |
| 10 | MCKESSON CORP | MCK | 58155Q103 | $6.9M | 1.58% | 7,949 | SH |
| 11 | PHILIP MORRIS INTL INC | PM | 718172109 | $6.6M | 1.51% | 39,663 | SH |
| 12 | J P MORGAN EXCHANGE TRADED F | BBUS | 46641Q399 | $5.8M | 1.32% | 49,292 | SH |
| 13 | VISTRA CORP | VST | 92840M102 | $5.6M | 1.28% | 37,306 | SH |
| 14 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $5.4M | 1.23% | 71,784 | SH |
| 15 | JOHNSON & JOHNSON | JNJ | 478160104 | $5.3M | 1.20% | 21,506 | SH |
| 16 | JPMORGAN CHASE & CO | JPM | 46625H100 | $5.2M | 1.19% | 17,618 | SH |
| 17 | WILLIAMS COS INC | WMB | 969457100 | $5.0M | 1.13% | 68,045 | SH |
| 18 | ALTRIA GROUP INC | MO | 02209S103 | $4.9M | 1.12% | 73,310 | SH |
| 19 | WALMART INC | WMT | 931142103 | $4.4M | 1.00% | 34,998 | SH |
| 20 | CISCO SYS INC | CSCO | 17275R102 | $4.3M | 0.98% | 54,982 | SH |
| 21 | AMAZON COM INC | AMZN | 023135106 | $4.2M | 0.96% | 20,247 | SH |
| 22 | EXXON MOBIL CORP | XOM | 30231G102 | $4.0M | 0.91% | 23,466 | SH |
| 23 | BOOKING HOLDINGS INC | BKNG | 09857L108 | $3.8M | 0.87% | 898 | SH |
| 24 | VANGUARD INDEX FDS | VBR | 922908611 | $3.6M | 0.83% | 16,684 | SH |
| 25 | LAM RESEARCH CORP | LRCX | 512807306 | $3.6M | 0.82% | 16,701 | SH |
| 26 | ELI LILLY & CO | LLY | 532457108 | $3.3M | 0.76% | 3,629 | SH |
| 27 | ABBVIE INC | ABBV | 00287Y109 | $3.3M | 0.76% | 15,238 | SH |
| 28 | J P MORGAN EXCHANGE TRADED F | JMOM | 46641Q779 | $3.3M | 0.75% | 48,059 | SH |
| 29 | GILEAD SCIENCES INC | GILD | 375558103 | $3.2M | 0.74% | 23,155 | SH |
| 30 | NORFOLK SOUTHN CORP | NSC | 655844108 | $3.0M | 0.70% | 10,613 | SH |
| 31 | ALPHABET INC | GOOGL | 02079K305 | $3.0M | 0.69% | 10,549 | SH |
| 32 | TESLA INC | TSLA | 88160R101 | $3.0M | 0.69% | 8,113 | SH |
| 33 | ISHARES TR | IWM | 464287655 | $2.9M | 0.66% | 11,560 | SH |
| 34 | CHECK POINT SOFTWARE TECH LT | CHKP | M22465104 | $2.8M | 0.65% | 19,796 | SH |
| 35 | RTX CORPORATION | RTX | 75513E101 | $2.7M | 0.63% | 14,222 | SH |
| 36 | MARATHON PETE CORP | MPC | 56585A102 | $2.7M | 0.63% | 11,209 | SH |
| 37 | MASTERCARD INCORPORATED | MA | 57636Q104 | $2.7M | 0.63% | 5,468 | SH |
| 38 | ISHARES TR | IEFA | 46432F842 | $2.7M | 0.62% | 29,742 | SH |
| 39 | MERCK & CO INC | MRK | 58933Y105 | $2.7M | 0.62% | 22,194 | SH |
| 40 | KLA CORP | KLAC | 482480100 | $2.7M | 0.61% | 1,825 | SH |
| 41 | DROPBOX INC | DBX | 26210C104 | $2.6M | 0.61% | 116,548 | SH |
| 42 | CHEVRON CORPORATION | CVX | 166764100 | $2.6M | 0.60% | 12,624 | SH |
| 43 | BAKER HUGHES COMPANY | BKR | 05722G100 | $2.6M | 0.60% | 42,602 | SH |
| 44 | PROGRESSIVE CORP | PGR | 743315103 | $2.6M | 0.59% | 13,113 | SH |
| 45 | BANK AMERICA CORP | BAC | 060505104 | $2.6M | 0.59% | 52,589 | SH |
| 46 | PEPSICO INC | PEP | 713448108 | $2.4M | 0.55% | 15,435 | SH |
| 47 | SCHWAB CHARLES CORP | SCHW | 808513105 | $2.4M | 0.54% | 25,233 | SH |
| 48 | PROCTER & GAMBLE CO | PG | 742718109 | $2.3M | 0.53% | 16,113 | SH |
| 49 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $2.2M | 0.49% | 3 | SH |
| 50 | MCDONALDS CORP | MCD | 580135101 | $2.1M | 0.48% | 6,684 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-23 | $437.1M | 240 | 0001398344-26-006912 |
| 2025-12-31 | 2026-02-10 | $446.3M | 231 | 0001398344-26-002629 |