3Chopt Investment Partners, LLC

Holdings as of 2026-06-30, filed 2026-07-29

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 29 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
274
Value reported by manager
$532.1M
Sum of our stored positions
$532.1M
should match the line above
Disclosure lag
29 d
quarter end to filing
Top 5 concentration
32.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
VANGUARD INDEX FDSS&P 500 ETF SHS$64.7M94,181922908363
VANGUARD INDEX FDSSMALL CP ETF$33.6M110,885922908751
NVIDIA CORPORATIONCOM$32.2M161,09867066G104
APPLE INCCOM$22M76,117037833100
ALPHABET INCCAP STK CL C$17.5M49,46402079K107
MICROSOFT CORPCOM$11.9M31,783594918104
BROADCOM INCCOM$10.5M27,73811135F101
BERKSHIRE HATHAWAY INC DELCL B NEW$8.8M17,553084670702
LAM RESEARCH CORPCOM NEW$7.5M17,299512807306
META PLATFORMS INCCL A$7.2M12,75330303M102
PHILIP MORRIS INTL INCCOM$7.2M39,383718172109
MICRON TECHNOLOGY INCCOM$7.1M6,125595112103
CISCO SYS INCCOM$6.5M55,45917275R102
J P MORGAN EXCHANGE TRADED FBETABUILDRS US$6.3M47,00546641Q399
AMAZON COM INCCOM$6.1M25,740023135106
VANGUARD INTL EQUITY INDEX FALLWRLD EX US$6.1M72,912922042775
MCKESSON CORPCOM$5.8M7,70858155Q103
VISTRA CORPCOM$5.8M36,55392840M102
JOHNSON & JOHNSONCOM$5.5M21,776478160104
JPMORGAN CHASE & COCOM$5.5M16,77646625H100
KLA CORPCOM NEW$5.5M18,113482480100
ALTRIA GROUP INCCOM$5.2M71,65002209S103
WILLIAMS COS INCCOM$5M67,066969457100
ELI LILLY & COCOM$4.8M4,014532457108
APPLIED MATLS INCCOM$4.6M6,308038222105
ALPHABET INCCAP STK CL A$4.5M12,69702079K305
WELLS FARGO & COCOM$4.2M50,751949746101
WALMART INCCOM$4.1M36,283931142103
J P MORGAN EXCHANGE TRADED FUS MOMENTUM$4.1M48,05946641Q779
TESLA INCCOM$4.1M9,64288160R101
VANGUARD INDEX FDSSM CP VAL ETF$4M16,294922908611
BOOKING HOLDINGS INCCOM$3.7M20,61909857L108
ISHARES TRRUSSELL 2000 ETF$3.6M11,891464287655
ABBVIE INCCOM$3.6M14,19100287Y109
NORFOLK SOUTHN CORPCOM$3.4M10,671655844108
MASTERCARD INCORPORATEDCL A$3.2M6,19257636Q104
MERCK & CO INCCOM$3.1M24,19858933Y105
EXXON MOBIL CORPCOM$3.1M22,75630231G102
PROGRESSIVE CORPCOM$2.9M13,456743315103
ISHARES TRCORE MSCI EAFE$2.9M29,74246432F842
GILEAD SCIENCES INCCOM$2.9M22,571375558103
MARATHON PETE CORPCOM$2.8M11,14756585A102
RTX CORPORATIONCOM$2.8M14,53075513E101
BANK OF AMER CORPCOM$2.7M46,757060505104
PROCTER & GAMBLE COCOM$2.5M17,097742718109
ARCH CAP GROUP LTDORD$2.4M24,608G0450A105
CATERPILLAR INCCOM$2.4M2,211149123101
BAKER HUGHES COMPANYCL A$2.3M41,65705722G100
SCHWAB CHARLES CORPCOM$2.3M24,941808513105
ISHARES TRGLOBAL EQUITY$2.3M38,36946434V316
BERKSHIRE HATHAWAY INC DELCL A$2.2M3084670108
QUALCOMM INCCOM$2.2M12,140747525103
CITIGROUP INCCOM NEW$2.2M15,863172967424
CHECK POINT SOFTWARE TECH LTORD$2.1M15,848M22465104
VISA INCCOM CL A$2.1M6,05392826C839
CAPITAL ONE FINL CORPCOM$2.1M10,34614040H105
AMERICAN EXPRESS COCOM$2M5,952025816109
CORNING INCCOM$2M7,722219350105
CHEVRON CORPORATIONCOM$2M11,774166764100
THE CIGNA GROUPCOM$1.9M7,001125523100
PEPSICO INCCOM$1.9M13,980713448108
DOMINION ENERGY INCCOM$1.8M26,98325746U109
VANGUARD WORLD FDMEGA CAP INDEX$1.8M6,725921910873
COCA COLA COCOM$1.8M21,763191216100
VERTEX PHARMACEUTICALS INCCOM$1.7M3,52292532F100
ADVANCED MICRO DEVICES INCCOM$1.7M2,964007903107
VANGUARD SCOTTSDALE FDSVNG RUS1000GRW$1.7M13,46092206C680
CINTAS CORPCOM$1.7M10,102172908105
EXPEDITORS INTL WASH INCCOM$1.7M10,523302130109
MCDONALDS CORPCOM$1.7M6,341580135101
DELL TECHNOLOGIES INCCL C$1.7M3,85224703L202
HOME DEPOT INCCOM$1.7M4,679437076102
J P MORGAN EXCHANGE TRADED FACTIVE VALUE ETF$1.6M20,44946641Q167
STATE STR SPDR S&P 500 ETF TTR UNIT$1.6M2,11578462F103
COSTCO WHOLESALE CORPORATIONCOM$1.5M1,63922160K105
J P MORGAN EXCHANGE TRADED FINTRNL RES EQT$1.5M18,02146641Q134
VANGUARD WHITEHALL FDSHIGH DIV YLD$1.5M9,384921946406
ORACLE CORPCOM$1.4M9,77068389X105
VANGUARD INDEX FDSMID CAP ETF$1.4M17,472922908629
UNITEDHEALTH GROUP INCCOM$1.4M3,38491324P102
GE AEROSPACECOM NEW$1.4M3,723369604301
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT$1.4M19,341921943858
ISHARES TRSP SMCP600VL ETF$1.4M10,045464287879
J P MORGAN EXCHANGE TRADED FBETABUILDERS I$1.3M17,19846641Q373
NEXTERA ENERGY INCCOM$1.3M15,10065339F101
NVR INCCOM$1.3M19462944T105
EXPEDIA GROUP INCCOM NEW$1.3M5,01530212P303
J P MORGAN EXCHANGE TRADED FACTIVE GROWTH$1.3M12,82046654Q609
TEXAS INSTRS INCCOM$1.2M4,110882508104
CBRE GROUP INCCL A$1.2M8,82612504L109
GOLDMAN SACHS GROUP INCCOM$1.2M1,14238141G104
NORTHROP GRUMMAN CORPCOM$1.1M2,231666807102
ANALOG DEVICES INCCOM$1.1M2,853032654105
INTEL CORPCOM$1.1M8,091458140100
LABCORP HOLDINGS INCCOM SHS$1.1M3,807504922105
DROPBOX INCCL A$1.1M38,51926210C104
OREILLY AUTOMOTIVE INCCOM$1.1M11,45667103H107
GE VERNOVA INCCOM$1.1M89636828A101
EOG RES INCCOM$1.1M8,10926875P101
DEERE & COCOM$1M1,619244199105
CF INDUSTRIES HOLDCOM$1M9,390125269100
WW GRAINGER INCCOM$1M741384802104
GOLDMAN SACHS ETF TRACTIVEBETA US LG$1M7,075381430503
MORGAN STANLEYCOM NEW$968.5K4,633617446448
FOX CORPCL A COM$941.9K18,05735137L105
RALPH LAUREN CORPCL A$938.8K2,333751212101
LOCKHEED MARTIN CORPCOM$937K1,839539830109
VANGUARD SPECIALIZED FUNDSDIV APP ETF$910K3,846921908844
NETFLIX INC.COM$885.6K12,40464110L106
DUKE ENERGY CORP NEWCOM NEW$875.4K6,91626441C204
TAPESTRY INCCOM$875.4K5,980876030107
EQUINIX INCCOM$857.9K82329444U700
CUMMINS INCCOM$834.2K1,170231021106
EBAY INC.COM$831.9K7,444278642103
ISHARES TRCORE S&P SCP ETF$830.5K5,600464287804
ISHARES TRMSCI EAFE ETF$829.4K7,984464287465
INTERNATIONAL BUSINESS MACHSCOM$820.6K2,918459200101
LOWES COS INCCOM$817.1K3,706548661107
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT$808.3K3,79946137V357
DANAHER CORP DELCOM$791.4K4,146235851102
WESTERN DIGITAL CORPCOM$785.9K1,230958102105
TJX COS INC NEWCOM$780.1K5,149872540109
BLACKROCK INCCOM$778.1K80909290D101
TRUIST FINL CORPCOM$771.4K15,48389832Q109
SYNCHRONY FINANCIALCOM$755.1K9,92987165B103
J P MORGAN EXCHANGE TRADED FACTIVEBLDRS EMER$746.9K11,69246641Q266
MONDELEZ INTL INCCL A$745.6K12,781609207105
DISNEY WALT COCOM$717K7,390254687106
SOUTHERN COCOM$697.2K7,284842587107
BRISTOL-MYERS SQUIBB COCOM$683.3K11,859110122108
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF$678.8K11,372922042858
MARVELL TECHNOLOGY INCCOM$669.4K2,247573874104
VICI PPTYS INCCOM$667.6K24,743925652109
AIR PRODUCTS AND CHEMICALS ICOM$648K2,210009158106
KIMBERLY-CLARK CORPCOM$644.6K5,805494368103
AMERIPRISE FINL INCCOM$639.4K1,39403076C106
TARGET CORPCOM$607.7K4,65387612E106
PNC FINL SVCS GROUP INCCOM$606.7K2,464693475105
SANDISK CORPCOM$595.7K26280004C200
AMGEN INCCOM$589.9K1,629031162100
STARBUCKS CORPCOM$589.7K5,771855244109
PALO ALTO NETWORKS INCCOM$586.6K1,720697435105
CHUBB LIMITEDCOM$586.3K1,716H1467J104
ISHARES INCCORE MSCI EMKT$581.9K7,02446434G103
ADOBE INCCOM$571K2,78500724F101
HONEYWELL INTL INCCOM$567.3K2,534438516205
ZOOM COMMUNICATIONS INCCL A$566K6,55898980L101
HONEYWELL AEROSPACE INCCOM$560.1K2,53443849R105
JONES LANG LASALLE INCCOM$552.4K1,78248020Q107
EQT CORPCOM$535.8K10,07826884L109
CORTEVA INCCOM$522K6,16422052L104
CRH PLCORD$512.4K4,789G25508105
SALESFORCE INCCOM$511.8K3,25779466L302
ABBOTT LABORATORIESCOM$508.3K5,602002824100
THERMO FISHER SCIENTIFIC INCCOM$507.8K1,012883556102
COHERENT CORPCOM$500.2K1,26819247G107
GENERAL DYNAMICS CORPCOM$498.4K1,407369550108
L3HARRIS TECHNOLOGIES INCCOM$486.4K1,674502431109
REPUBLIC SVCS INCCOM$485K2,276760759100
ROKU INCCOM CL A$484.7K3,50977543R102
NXP SEMICONDUCTORS N VCOM$482.6K1,711N6596X109
TRANE TECHNOLOGIES PLCSHS$466.1K949G8994E103
PAYCHEX INCCOM$464.9K4,728704326107
SUNCOR ENERGY INC NEWCOM$461K8,587867224107
INCYTE CORPCOM$460.1K4,05945337C102
ISHARES TRU.S. TECH ETF$456.5K1,810464287721
J P MORGAN EXCHANGE TRADED FUS RESEARCH ENHN$452.6K6,73746654Q617
LINDE PLCSHS$452.5K872G54950103
FASTENAL COCOM$440.8K9,178311900104
HCA HEALTHCARE INCCOM$428.5K1,09940412C101
MUELLER INDS INCCOM$420.7K3,422624756102
CADENCE DESIGN SYSTEM INCCOM$411.4K1,096127387108
VANGUARD WHITEHALL FDSINTL HIGH ETF$408K4,155921946794
NISOURCE INCCOM$396.1K8,33165473P105
ALLSTATE CORPCOM$394.3K1,650020002101
VERIZON COMMUNICATIONS INCCOM$393.5K9,29492343V104
PALANTIR TECHNOLOGIES INCCL A$392K3,36069608A108
AMPHENOL CORPCL A$389.9K2,208032095101
TRAVELERS COMPANIES INCCOM$388.6K1,17789417E109
FEDEX CORPCOM$383.5K1,22031428X106
EMERSON ELEC COCOM$382.9K2,675291011104
TEXTRON INCCOM$371.8K4,052883203101
EATON CORP PLCSHS$363.1K852G29183103
CROWDSTRIKE HLDGS INCCL A$362.5K47522788C105
MEDPACE HLDGS INCCOM$359.5K67958506Q109
UNIVERSAL CORP VA MTNS BK ENCOM$354.5K6,796913456109
UNION PAC CORPCOM$354.1K1,302907818108
CINCINNATI FINL CORPCOM$351.5K1,889172062101
ISHARES TRRUS 1000 VAL ETF$347.4K1,433464287598
INVESCO QQQ TRUNIT SER 1$347.2K47146090E103
ARISTA NETWORKS INCCOM SHS$346.4K2,039040413205
AMERICAN ELEC PWR CO INCCOM$344.2K2,516025537101
PARKER-HANNIFIN CORPCOM$340.4K348701094104
KINDER MORGAN INC DELCOM$338.6K10,59049456B101
J P MORGAN EXCHANGE TRADED FGLOBAL SEL EQUIT$338.2K4,74846654Q740
SEAGATE TECHNOLOGY HLDNGS PLORD SHS$332.2K344G7997R103
S&P GLOBAL INCCOM$331.5K81478409V104
TE CONNECTIVITY PLCORD SHS$327.7K1,625G87052109
WELLTOWER INCCOM$323K1,42395040Q104
J P MORGAN EXCHANGE TRADED FJPMORGAN INTL VL$316.6K3,44346654Q757
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-29

3Chopt Investment Partners, LLC — 274 positions reported for 2026Q2 — Tapewire