# 3Chopt Investment Partners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1978521. Source: https://holderbook.com/funds/1978521-3chopt-investment-partners-llc/

- Reported value: $532.1M
- Positions: 274
- Weight of the ten largest: 40.6%
- Filed: 2026-07-29

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $64.7M | 94,181 | 12.2% | 15 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $33.6M | 110,885 | 6.3% | 15 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $32.2M | 161,098 | 6.1% | 15 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $22.0M | 76,117 | 4.1% | 15 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $17.5M | 49,464 | 3.3% | 15 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $11.9M | 31,783 | 2.2% | 15 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $10.5M | 27,738 | 2.0% | 15 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $8.8M | 17,553 | 1.7% | 15 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $7.5M | 17,299 | 1.4% | 7 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $7.2M | 12,753 | 1.4% | 11 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $7.2M | 39,383 | 1.3% | 15 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $7.1M | 6,125 | 1.3% | 6 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $6.5M | 55,459 | 1.2% | 15 |
| J P MORGAN EXCHANGE TRADED F | [BBUS](https://holderbook.com/stocks/BBUS/) | $6.3M | 47,005 | 1.2% | 11 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $6.1M | 25,740 | 1.2% | 11 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $6.1M | 72,912 | 1.1% | 15 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $5.8M | 7,708 | 1.1% | 15 |
| VISTRA CORP | [VST](https://holderbook.com/stocks/VST/) | $5.8M | 36,553 | 1.1% | 12 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $5.5M | 21,776 | 1.0% | 15 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $5.5M | 16,776 | 1.0% | 15 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $5.5M | 18,113 | 1.0% | 6 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $5.2M | 71,650 | 1.0% | 15 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $5.0M | 67,066 | 0.9% | 15 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $4.8M | 4,014 | 0.9% | 11 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $4.6M | 6,308 | 0.9% | 6 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $4.5M | 12,697 | 0.9% | 6 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $4.2M | 50,751 | 0.8% | 1 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $4.1M | 36,283 | 0.8% | 11 |
| J P MORGAN EXCHANGE TRADED F | [JMOM](https://holderbook.com/stocks/JMOM/) | $4.1M | 48,059 | 0.8% | 6 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $4.1M | 9,642 | 0.8% | 7 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $4.0M | 16,294 | 0.7% | 15 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $3.7M | 20,619 | 0.7% | 11 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $3.6M | 11,891 | 0.7% | 15 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $3.6M | 14,191 | 0.7% | 11 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $3.4M | 10,671 | 0.6% | 6 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $3.2M | 6,192 | 0.6% | 6 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $3.1M | 24,198 | 0.6% | 15 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $3.1M | 22,756 | 0.6% | 15 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $2.9M | 13,456 | 0.6% | 15 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $2.9M | 29,742 | 0.5% | 15 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $2.9M | 22,571 | 0.5% | 6 |
| MARATHON PETE CORP | [MPC](https://holderbook.com/stocks/MPC/) | $2.8M | 11,147 | 0.5% | 11 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $2.8M | 14,530 | 0.5% | 15 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $2.7M | 46,757 | 0.5% | 15 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $2.5M | 17,097 | 0.5% | 15 |
| ARCH CAP GROUP LTD | [ACGL](https://holderbook.com/stocks/ACGL/) | $2.4M | 24,608 | 0.4% | 1 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $2.4M | 2,211 | 0.4% | 6 |
| BAKER HUGHES COMPANY | [BKR](https://holderbook.com/stocks/BKR/) | $2.3M | 41,657 | 0.4% | 15 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $2.3M | 24,941 | 0.4% | 15 |
| ISHARES TR | [GLOF](https://holderbook.com/stocks/GLOF/) | $2.3M | 38,369 | 0.4% | 5 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $2.2M | 3 | 0.4% | 6 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $2.2M | 12,140 | 0.4% | 9 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $2.2M | 15,863 | 0.4% | 1 |
| CHECK POINT SOFTWARE TECH LT | [CHKP](https://holderbook.com/stocks/CHKP/) | $2.1M | 15,848 | 0.4% | 15 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.1M | 6,053 | 0.4% | 6 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $2.1M | 10,346 | 0.4% | 1 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $2.0M | 5,952 | 0.4% | 6 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $2.0M | 7,722 | 0.4% | 6 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.0M | 11,774 | 0.4% | 7 |
| THE CIGNA GROUP | [CI](https://holderbook.com/stocks/CI/) | $1.9M | 7,001 | 0.4% | 15 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $1.9M | 13,980 | 0.4% | 11 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $1.8M | 26,983 | 0.3% | 15 |
| VANGUARD WORLD FD | [MGC](https://holderbook.com/stocks/MGC/) | $1.8M | 6,725 | 0.3% | 6 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $1.8M | 21,763 | 0.3% | 6 |
| VERTEX PHARMACEUTICALS INC | [VRTX](https://holderbook.com/stocks/VRTX/) | $1.7M | 3,522 | 0.3% | 15 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.7M | 2,964 | 0.3% | 4 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $1.7M | 13,460 | 0.3% | 12 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $1.7M | 10,102 | 0.3% | 6 |
| EXPEDITORS INTL WASH INC | [EXPD](https://holderbook.com/stocks/EXPD/) | $1.7M | 10,523 | 0.3% | 14 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $1.7M | 6,341 | 0.3% | 6 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $1.7M | 3,852 | 0.3% | 6 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.7M | 4,679 | 0.3% | 6 |
| J P MORGAN EXCHANGE TRADED F | [JAVA](https://holderbook.com/stocks/JAVA/) | $1.6M | 20,449 | 0.3% | 11 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.6M | 2,115 | 0.3% | 6 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.5M | 1,639 | 0.3% | 6 |
| J P MORGAN EXCHANGE TRADED F | [JIRE](https://holderbook.com/stocks/JIRE/) | $1.5M | 18,021 | 0.3% | 6 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $1.5M | 9,384 | 0.3% | 6 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.4M | 9,770 | 0.3% | 1 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $1.4M | 17,472 | 0.3% | 6 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $1.4M | 3,384 | 0.3% | 6 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.4M | 3,723 | 0.3% | 6 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $1.4M | 19,341 | 0.3% | 15 |
| ISHARES TR | [IJS](https://holderbook.com/stocks/IJS/) | $1.4M | 10,045 | 0.3% | 15 |
| J P MORGAN EXCHANGE TRADED F | [BBIN](https://holderbook.com/stocks/BBIN/) | $1.3M | 17,198 | 0.3% | 12 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $1.3M | 15,100 | 0.2% | 6 |
| NVR INC | [NVR](https://holderbook.com/stocks/NVR/) | $1.3M | 194 | 0.2% | 15 |
| EXPEDIA GROUP INC | [EXPE](https://holderbook.com/stocks/EXPE/) | $1.3M | 5,015 | 0.2% | 5 |
| J P MORGAN EXCHANGE TRADED F | [JGRO](https://holderbook.com/stocks/JGRO/) | $1.3M | 12,820 | 0.2% | 11 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $1.2M | 4,110 | 0.2% | 6 |
| CBRE GROUP INC | [CBRE](https://holderbook.com/stocks/CBRE/) | $1.2M | 8,826 | 0.2% | 6 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.2M | 1,142 | 0.2% | 6 |
| NORTHROP GRUMMAN CORP | [NOC](https://holderbook.com/stocks/NOC/) | $1.1M | 2,231 | 0.2% | 6 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $1.1M | 2,853 | 0.2% | 6 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $1.1M | 8,091 | 0.2% | 2 |
| LABCORP HOLDINGS INC | [LH](https://holderbook.com/stocks/LH/) | $1.1M | 3,807 | 0.2% | 6 |
| DROPBOX INC | [DBX](https://holderbook.com/stocks/DBX/) | $1.1M | 38,519 | 0.2% | 14 |
| OREILLY AUTOMOTIVE INC | [ORLY](https://holderbook.com/stocks/ORLY/) | $1.1M | 11,456 | 0.2% | 6 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.1M | 896 | 0.2% | 6 |
| EOG RES INC | [EOG](https://holderbook.com/stocks/EOG/) | $1.1M | 8,109 | 0.2% | 11 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $1.0M | 1,619 | 0.2% | 6 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.5% | +14.8% | -1.3% | 100% |
| Q1 2026 | -2.5% | -4.6% | +2.1% | 100% |
| Q4 2025 | +2.3% | +2.4% | -0.1% | 100% |
| Q3 2025 | +7.6% | +7.8% | -0.2% | 100% |
| Q2 2025 | +9.4% | +10.5% | -1.1% | 100% |
| Q1 2025 | -3.2% | -4.6% | +1.3% | 100% |
| Q4 2024 | +2.1% | +2.1% | -0.0% | 100% |
| Q3 2024 | +6.9% | +5.4% | +1.5% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $532.1M | 274 |
| Q1 2026 | $437.1M | 240 |
| Q4 2025 | $446.3M | 231 |
| Q3 2025 | $439.5M | 230 |
| Q2 2025 | $415.9M | 226 |
| Q1 2025 | $381.7M | 228 |
| Q4 2024 | $291.2M | 75 |
| Q3 2024 | $279.7M | 70 |
| Q2 2024 | $327.6M | 183 |
| Q1 2024 | $243.5M | 68 |
| Q4 2023 | $271.7M | 165 |
| Q3 2023 | $169.4M | 57 |