3Chopt Investment Partners, LLC

Est. AUM

$437.1M

13F long equity, this entity only

Positions

240

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$54.8M	91667	12.53%	SOLE
2	NVIDIA CORPORATION	COM	$26.6M	152799	6.10%	SOLE
3	VANGUARD INDEX FDS	SMALL CP ETF	$26.2M	100163	6.00%	SOLE
4	APPLE INC	COM	$17.9M	70587	4.10%	SOLE
5	ALPHABET INC	CAP STK CL C	$13.7M	47767	3.14%	SOLE
6	MICROSOFT CORP	COM	$10.0M	26892	2.28%	SOLE
7	BROADCOM INC	COM	$8.4M	26997	1.91%	SOLE
8	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$8.1M	16951	1.86%	SOLE
9	META PLATFORMS INC	CL A	$7.1M	12408	1.62%	SOLE
10	MCKESSON CORP	COM	$6.9M	7949	1.58%	SOLE
11	PHILIP MORRIS INTL INC	COM	$6.6M	39663	1.51%	SOLE
12	J P MORGAN EXCHANGE TRADED F	BETABUILDRS US	$5.8M	49292	1.32%	SOLE
13	VISTRA CORP	COM	$5.6M	37306	1.28%	SOLE
14	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$5.4M	71784	1.23%	SOLE
15	JOHNSON & JOHNSON	COM	$5.3M	21506	1.20%	SOLE
16	JPMORGAN CHASE & CO	COM	$5.2M	17618	1.19%	SOLE
17	WILLIAMS COS INC	COM	$5.0M	68045	1.13%	SOLE
18	ALTRIA GROUP INC	COM	$4.9M	73310	1.12%	SOLE
19	WALMART INC	COM	$4.4M	34998	1.00%	SOLE
20	CISCO SYS INC	COM	$4.3M	54982	0.98%	SOLE
21	AMAZON COM INC	COM	$4.2M	20247	0.96%	SOLE
22	EXXON MOBIL CORP	COM	$4.0M	23466	0.91%	SOLE
23	BOOKING HOLDINGS INC	COM	$3.8M	898	0.87%	SOLE
24	VANGUARD INDEX FDS	SM CP VAL ETF	$3.6M	16684	0.83%	SOLE
25	LAM RESEARCH CORP	COM NEW	$3.6M	16701	0.82%	SOLE
26	ELI LILLY & CO	COM	$3.3M	3629	0.76%	SOLE
27	ABBVIE INC	COM	$3.3M	15238	0.76%	SOLE
28	J P MORGAN EXCHANGE TRADED F	US MOMENTUM	$3.3M	48059	0.75%	SOLE
29	GILEAD SCIENCES INC	COM	$3.2M	23155	0.74%	SOLE
30	NORFOLK SOUTHN CORP	COM	$3.0M	10613	0.70%	SOLE
31	ALPHABET INC	CAP STK CL A	$3.0M	10549	0.69%	SOLE
32	TESLA INC	COM	$3.0M	8113	0.69%	SOLE
33	ISHARES TR	RUSSELL 2000 ETF	$2.9M	11560	0.66%	SOLE
34	CHECK POINT SOFTWARE TECH LT	ORD	$2.8M	19796	0.65%	SOLE
35	RTX CORPORATION	COM	$2.7M	14222	0.63%	SOLE
36	MARATHON PETE CORP	COM	$2.7M	11209	0.63%	SOLE
37	MASTERCARD INCORPORATED	CL A	$2.7M	5468	0.63%	SOLE
38	ISHARES TR	CORE MSCI EAFE	$2.7M	29742	0.62%	SOLE
39	MERCK & CO INC	COM	$2.7M	22194	0.62%	SOLE
40	KLA CORP	COM NEW	$2.7M	1825	0.61%	SOLE
41	DROPBOX INC	CL A	$2.6M	116548	0.61%	SOLE
42	CHEVRON CORPORATION	COM	$2.6M	12624	0.60%	SOLE
43	BAKER HUGHES COMPANY	CL A	$2.6M	42602	0.60%	SOLE
44	PROGRESSIVE CORP	COM	$2.6M	13113	0.59%	SOLE
45	BANK AMERICA CORP	COM	$2.6M	52589	0.59%	SOLE
46	PEPSICO INC	COM	$2.4M	15435	0.55%	SOLE
47	SCHWAB CHARLES CORP	COM	$2.4M	25233	0.54%	SOLE
48	PROCTER & GAMBLE CO	COM	$2.3M	16113	0.53%	SOLE
49	BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	3	0.49%	SOLE
50	MCDONALDS CORP	COM	$2.1M	6684	0.48%	SOLE

1–50 of 240

1 / 5

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.