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3Chopt Investment Partners, LLC — 13F Holdings & Portfolio

CIK 1978521 · latest 13F-HR filed 2026-07-29

Backtest portfolio

3Chopt Investment Partners, LLC manages $532.1M in 13F-reported U.S. long-equity assets across 274 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (12.16%), VB (6.32%), NVDA (6.06%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 44 new positions and exited 10; 144 existing positions rose in reported value and 43 fell.

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.

Loading holdings…
AUM
$532.1M

Long-equity book

Holdings
274

Distinct positions

Period
2026-06-30

Filed 2026-07-29

Q/Q Activity
+44 / −10 / ↑144 / ↓43

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VOO12.2% · +3%VB6.3% · +11%NVDA6.1% · +5%AAPL4.1% · +8%GOOG3.3% · +4%MSFT2.2% · +18%AVGO2.0% · +3%BRK.B1.7% · +4%LRCX1.4% · +4%META1.4% · +3%PM1.4% · -1%MU1.3% · +8%CSCO1.2% · +1%BBUS1.2% · -5%AMZN1.2% · +27%VEU1.1% · +2%MCK1.1% · -3%VST1.1% · -2%JNJ1.0% · +1%JPM1.0% · -5%KLAC1.0% · +892%MO1.0% · -2%WMB0.9% · -1%LLY0.9% · +11%AMAT0.9% · +6%GOOGL0.9% · +20%WFC0.8% · newWMT0.8% · +4%JMOM0.8% · 0%TSLA0.8% · +19%VBR0.7% · -2%BKNG0.7% · +2196%IWM0.7% · +3%ABBV0.7% · -7%NSC0.6% · +0%MA0.6% · +13%MRK0.6% · +9%XOM0.6% · -3%PGR0.6% · +3%IEFA0.5% · 0%GILD0.5% · -2%MPC0.5% · -1%RTX0.5% · +2%BAC0.5% · -11%PG0.5% · +6%ACGL0.4% · newCAT0.4% · +10%BKR0.4% · -2%SCHW0.4% · -1%GLOF0.4% · -0%BRK.A0.4% · 0%QCOM0.4% · -23%C0.4% · newCHKP0.4% · -20%V0.4% · +20%COF0.4% · newAXP0.4% · +7%GLW0.4% · -4%CVX0.4% · -7%CI0.4% · +1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 40.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 24, 2026.

Assets Under Management
$889.4M
Discretionary
$883.6M
Employees
7
Accounts
645
Address
1801 LIBBIE AVENUE; SUITE 106
RICHMOND, VA 23226
Phone
(804) 401-1840
Website
Name Title / Status Ownership Type
DILLARD, STUART, PRESTON ControlMANAGING DIRECTOR
since Apr 2022
50–75%Individual
STOREY, SCOTT, JORDAN ControlMANAGING DIRECTOR
since Jan 2022
50–75%Individual
THOMAS, WILLIAM, M. ControlDIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER
since Mar 2025
Less than 5%Individual
Ownership & leadership changes · 1 filing with changes since Feb 15, 2022

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 14, 2025 filing
  • No longer listedPALUGI, CANDY, JOHNSON · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Feb 2022
  • AddedTHOMAS, WILLIAM, M. · DIRECTOR OF OPERATIONS & CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Feb 15, 2022 filing (earliest on record)
  • ListedDILLARD, STUART, PRESTON · MANAGING DIRECTOR · 50–75% · control person
  • ListedPALUGI, CANDY, JOHNSON · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedSTOREY, SCOTT, JORDAN · MANAGING DIRECTOR · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 144 →

Top Trims

Show all 43 →

New Positions

Show all 44 →

Exited Positions

Show all 10 →

3Chopt Investment Partners, LLC Holdings (2026-06-30)

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 $64.7M 12.16% 94,181 SH
2 VANGUARD INDEX FDS VB 922908751 $33.6M 6.32% 110,885 SH
3 NVIDIA CORPORATION NVDA 67066G104 $32.2M 6.06% 161,098 SH
4 APPLE INC AAPL 037833100 $22.0M 4.14% 76,117 SH
5 ALPHABET INC GOOG 02079K107 $17.5M 3.28% 49,464 SH
6 MICROSOFT CORP MSFT 594918104 $11.9M 2.23% 31,783 SH
7 BROADCOM INC AVGO 11135F101 $10.5M 1.97% 27,738 SH
8 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $8.8M 1.65% 17,553 SH
9 LAM RESEARCH CORP LRCX 512807306 $7.5M 1.41% 17,299 SH
10 META PLATFORMS INC META 30303M102 $7.2M 1.35% 12,753 SH
11 PHILIP MORRIS INTL INC PM 718172109 $7.2M 1.35% 39,383 SH
12 MICRON TECHNOLOGY INC MU 595112103 $7.1M 1.33% 6,125 SH
13 CISCO SYS INC CSCO 17275R102 $6.5M 1.22% 55,459 SH
14 J P MORGAN EXCHANGE TRADED F BBUS 46641Q399 $6.3M 1.19% 47,005 SH
15 AMAZON COM INC AMZN 023135106 $6.1M 1.15% 25,740 SH
16 VANGUARD INTL EQUITY INDEX F VEU 922042775 $6.1M 1.15% 72,912 SH
17 MCKESSON CORP MCK 58155Q103 $5.8M 1.10% 7,708 SH
18 VISTRA CORP VST 92840M102 $5.8M 1.09% 36,553 SH
19 JOHNSON & JOHNSON JNJ 478160104 $5.5M 1.04% 21,776 SH
20 JPMORGAN CHASE & CO JPM 46625H100 $5.5M 1.03% 16,776 SH
21 KLA CORP KLAC 482480100 $5.5M 1.03% 18,113 SH
22 ALTRIA GROUP INC MO 02209S103 $5.2M 0.98% 71,650 SH
23 WILLIAMS COS INC WMB 969457100 $5.0M 0.94% 67,066 SH
24 ELI LILLY & CO LLY 532457108 $4.8M 0.90% 4,014 SH
25 APPLIED MATLS INC AMAT 038222105 $4.6M 0.86% 6,308 SH
26 ALPHABET INC GOOGL 02079K305 $4.5M 0.85% 12,697 SH
27 WELLS FARGO & CO WFC 949746101 $4.2M 0.79% 50,751 SH
28 WALMART INC WMT 931142103 $4.1M 0.77% 36,283 SH
29 J P MORGAN EXCHANGE TRADED F JMOM 46641Q779 $4.1M 0.77% 48,059 SH
30 TESLA INC TSLA 88160R101 $4.1M 0.76% 9,642 SH
31 VANGUARD INDEX FDS VBR 922908611 $4.0M 0.74% 16,294 SH
32 BOOKING HOLDINGS INC BKNG 09857L108 $3.7M 0.69% 20,619 SH
33 ISHARES TR IWM 464287655 $3.6M 0.67% 11,891 SH
34 ABBVIE INC ABBV 00287Y109 $3.6M 0.67% 14,191 SH
35 NORFOLK SOUTHN CORP NSC 655844108 $3.4M 0.63% 10,671 SH
36 MASTERCARD INCORPORATED MA 57636Q104 $3.2M 0.60% 6,192 SH
37 MERCK & CO INC MRK 58933Y105 $3.1M 0.59% 24,198 SH
38 EXXON MOBIL CORP XOM 30231G102 $3.1M 0.58% 22,756 SH
39 PROGRESSIVE CORP PGR 743315103 $2.9M 0.55% 13,456 SH
40 ISHARES TR IEFA 46432F842 $2.9M 0.54% 29,742 SH
41 GILEAD SCIENCES INC GILD 375558103 $2.9M 0.54% 22,571 SH
42 MARATHON PETE CORP MPC 56585A102 $2.8M 0.54% 11,147 SH
43 RTX CORPORATION RTX 75513E101 $2.8M 0.52% 14,530 SH
44 BANK OF AMER CORP BAC 060505104 $2.7M 0.50% 46,757 SH
45 PROCTER & GAMBLE CO PG 742718109 $2.5M 0.47% 17,097 SH
46 ARCH CAP GROUP LTD ACGL G0450A105 $2.4M 0.45% 24,608 SH
47 CATERPILLAR INC CAT 149123101 $2.4M 0.44% 2,211 SH
48 BAKER HUGHES COMPANY BKR 05722G100 $2.3M 0.43% 41,657 SH
49 SCHWAB CHARLES CORP SCHW 808513105 $2.3M 0.43% 24,941 SH
50 ISHARES TR GLOF 46434V316 $2.3M 0.42% 38,369 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-29 $532.1M 274 0001398344-26-012987
2026-03-31 2026-04-23 $437.1M 240 0001398344-26-006912
2025-12-31 2026-02-10 $446.3M 231 0001398344-26-002629
Filer Information
Address
1801 LIBBIE AVENUE
SUITE 106
RICHMOND, VA 23226
Phone
(801) 401-1840
Filing Manager
3Chopt Investment Partners, LLC
RICHMOND, VA
Signatory
Will Thomas
Chief Compliance Officer