3Chopt Investment Partners, LLC
Long book
$437.1M
Q1 2026
Positions
240
Top-10 weight
41%
concentration
Last quarter
+13.6%
SPY +14.8%
Turnover
17%
of book per quarter
Strategy in plain words
auto-generated from filings3Chopt Investment Partners, LLC is an institutional manager, running a $437.1M US long book across 240 positions.
The portfolio is moderately concentrated (top 10 ≈ 41% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: VANGUARD S&P 500 ETF, NVIDIA CORP, VANGUARD SMALL-CAP ETF, APPLE INC, ALPHABET INC-CL C.
Over the last 9 quarters its long book ran on average 0.5pp per quarter ahead of the S&P 500, beating the index in 6 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+5.3%
Q2 2024
+7.2%
Q3 2024
+2.6%
Q4 2024
-3.2%
Q1 2025
+10.0%
Q2 2025
+8.1%
Q3 2025
+2.8%
Q4 2025
-2.0%
Q1 2026
+13.6%
Sector allocation
Technology 36%
Industrials 12%
Financials 11%
Consumer discretionary 9%
Healthcare 8%
Utilities 6%
Consumer staples 6%
Other 5%
Long book by quarter
What does 3Chopt Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | Technology | 152.8K | $26.6M | 6.1% | +6.0% |
| AAPL APPLE INC | Technology | 70.6K | $17.9M | 4.1% | +5.6% |
| GOOG ALPHABET INC-CL C | Technology | 47.8K | $13.7M | 3.1% | +2.1% |
| MSFT MICROSOFT CORP | Technology | 26.9K | $10.0M | 2.3% | +16.7% |
| AVGO BROADCOM INC | Technology | 27.0K | $8.4M | 1.9% | +0.7% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 17.0K | $8.1M | 1.9% | +2.6% |
| META META PLATFORMS INC-CLASS A | Technology | 12.4K | $7.1M | 1.6% | +0.5% |
| MCK MCKESSON CORP | Consumer discretionary | 7.9K | $6.9M | 1.6% | +0.9% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 39.7K | $6.6M | 1.5% | -1.5% |
| VST VISTRA CORP | Utilities | 37.3K | $5.6M | 1.3% | -3.3% |
| JNJ JOHNSON & JOHNSON | Healthcare | 21.5K | $5.3M | 1.2% | -2.5% |
| JPM JPMORGAN CHASE & CO | Financials | 17.6K | $5.2M | 1.2% | -1.4% |
| WMB WILLIAMS COS INC | Utilities | 68.0K | $5.0M | 1.1% | +1.2% |
| MO ALTRIA GROUP INC | Consumer staples | 73.3K | $4.9M | 1.1% | -0.3% |
| WMT WALMART INC | Consumer discretionary | 35.0K | $4.4M | 1.0% | +4.1% |
| CSCO CISCO SYSTEMS INC | Technology | 55.0K | $4.3M | 1.0% | +0.4% |
| AMZN AMAZON.COM INC | Consumer discretionary | 20.2K | $4.2M | 1.0% | 0.0% |
| XOM EXXON MOBIL CORP | Energy | 23.5K | $4.0M | 0.9% | +2.9% |
| BKNG BOOKING HOLDINGS INC | Industrials | 898 | $3.8M | 0.9% | +0.7% |
| LRCX LAM RESEARCH CORP | Industrials | 16.7K | $3.6M | 0.8% | +1.8% |
| LLY ELI LILLY & CO | Healthcare | 3.6K | $3.3M | 0.8% | +0.9% |
| ABBV ABBVIE INC | Healthcare | 15.2K | $3.3M | 0.8% | -1.9% |
| GILD GILEAD SCIENCES INC | Healthcare | 23.2K | $3.2M | 0.7% | -1.8% |
| NSC NORFOLK SOUTHERN CORP | Industrials | 10.6K | $3.0M | 0.7% | +2.4% |
| GOOGL ALPHABET INC-CL A | Technology | 10.5K | $3.0M | 0.7% | -4.2% |
| TSLA TESLA INC | Industrials | 8.1K | $3.0M | 0.7% | +1.8% |
| CPW CHECK POINT SOFTWARE TECH | — | 19.8K | $2.8M | 0.6% | -0.7% |
| RTX RTX CORP | Industrials | 14.2K | $2.7M | 0.6% | +0.1% |
| MPC MARATHON PETROLEUM CORP | Energy | 11.2K | $2.7M | 0.6% | -2.5% |
| MA MASTERCARD INC - A | Services media | 5.5K | $2.7M | 0.6% | +13.6% |
| MRK MERCK & CO. INC. | Healthcare | 22.2K | $2.7M | 0.6% | +3.1% |
| KLAC KLA CORP | Other | 1.8K | $2.7M | 0.6% | +0.4% |
| DBX DROPBOX INC-CLASS A | Technology | 116.5K | $2.6M | 0.6% | -8.6% |
| CVX CHEVRON CORP | Energy | 12.6K | $2.6M | 0.6% | +3.6% |
| BKR BAKER HUGHES CO | Industrials | 42.6K | $2.6M | 0.6% | -0.2% |
| PGR PROGRESSIVE CORP | Financials | 13.1K | $2.6M | 0.6% | +1.9% |
| BAC BANK OF AMERICA CORP | Financials | 52.6K | $2.6M | 0.6% | +3.9% |
| PEP PEPSICO INC | Consumer staples | 15.4K | $2.4M | 0.5% | +3.9% |
| SCHW SCHWAB (CHARLES) CORP | Financials | 25.2K | $2.4M | 0.5% | +5.6% |
| PG PROCTER & GAMBLE CO/THE | Other | 16.1K | $2.3M | 0.5% | -3.5% |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 3 | $2.2M | 0.5% | Held |
| MCD MCDONALD'S CORP | Consumer discretionary | 6.7K | $2.1M | 0.5% | -2.0% |
| AMAT APPLIED MATERIALS INC | Technology | 6.0K | $2.0M | 0.5% | +0.2% |
| QCOM QUALCOMM INC | Technology | 15.8K | $2.0M | 0.5% | -13.2% |
| MU MICRON TECHNOLOGY INC | Technology | 5.6K | $1.9M | 0.4% | +2.0% |
| CI THE CIGNA GROUP | Financials | 6.9K | $1.8M | 0.4% | -4.9% |
| D DOMINION ENERGY INC | Utilities | 29.3K | $1.8M | 0.4% | +16.3% |
| AXP AMERICAN EXPRESS CO | Financials | 5.6K | $1.7M | 0.4% | -0.6% |
| CTAS CINTAS CORP | Other | 9.9K | $1.7M | 0.4% | +81.4% |
| VRTX VERTEX PHARMACEUTICALS INC | Healthcare | 3.7K | $1.6M | 0.4% | -11.7% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 23, 2026 | 240 | $437.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 10, 2026 | 231 | $446.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 20, 2025 | 230 | $439.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 24, 2025 | 226 | $415.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 24, 2025 | 228 | $381.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 75 | $291.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 15, 2024 | 70 | $279.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 22, 2024 | 183 | $327.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 68 | $243.5M | canonical | SEC ↗ |
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