3Chopt Investment Partners

3Chopt Investment Partners as of Dec. 31, 2025

Portfolio Holdings for 3Chopt Investment Partners

3Chopt Investment Partners holds 231 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.9 $53M 85k 627.13
NVIDIA Corporation (NVDA) 6.0 $27M 144k 186.50
Vanguard Index Fds Small Cp Etf (VB) 5.6 $25M 97k 257.95
Apple (AAPL) 4.1 $18M 67k 271.86
Alphabet Cap Stk Cl C (GOOG) 3.3 $15M 47k 313.80
Microsoft Corporation (MSFT) 2.5 $11M 23k 483.63
Broadcom (AVGO) 2.1 $9.3M 27k 346.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $8.3M 17k 502.65
Meta Platforms Cl A (META) 1.8 $8.2M 12k 660.09
Philip Morris International (PM) 1.5 $6.5M 40k 161.87
McKesson Corporation (MCK) 1.4 $6.5M 7.9k 821.12
Vistra Energy (VST) 1.4 $6.2M 39k 161.33
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 1.3 $6.0M 48k 123.31
JPMorgan Chase & Co. (JPM) 1.3 $5.8M 18k 322.22
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $5.2M 71k 73.56
Booking Holdings (BKNG) 1.1 $4.8M 892.00 5355.33
Wells Fargo & Company (WFC) 1.1 $4.7M 51k 93.20
Amazon (AMZN) 1.0 $4.7M 20k 230.82
Johnson & Johnson (JNJ) 1.0 $4.6M 22k 206.95
Altria (MO) 1.0 $4.3M 74k 58.72
Cisco Systems (CSCO) 0.9 $4.2M 55k 77.03
Williams Companies (WMB) 0.9 $4.0M 67k 60.11
Eli Lilly & Co. (LLY) 0.9 $3.9M 3.6k 1074.68
Wal-Mart Stores (WMT) 0.8 $3.8M 34k 111.64
Check Point Software Tech Lt Ord (CHKP) 0.8 $3.7M 20k 185.56
Tesla Motors (TSLA) 0.8 $3.6M 8.0k 449.72
Abbvie (ABBV) 0.8 $3.5M 16k 228.49
Dropbox Cl A (DBX) 0.8 $3.5M 127k 27.80
Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.4M 11k 313.00
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $3.4M 16k 211.79
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.7 $3.3M 48k 68.15
Qualcomm (QCOM) 0.7 $3.1M 18k 171.05
Norfolk Southern (NSC) 0.7 $3.0M 10k 288.71
Progressive Corporation (PGR) 0.7 $2.9M 13k 227.72
Gilead Sciences (GILD) 0.6 $2.9M 24k 122.74
Ishares Tr Russell 2000 Etf (IWM) 0.6 $2.8M 12k 246.16
Capital One Financial (COF) 0.6 $2.8M 12k 242.36
Lam Research Corp Com New (LRCX) 0.6 $2.8M 16k 171.43
Bank of America Corporation (BAC) 0.6 $2.8M 51k 55.00
Mastercard Incorporated Cl A (MA) 0.6 $2.7M 4.8k 570.88
Exxon Mobil Corporation (XOM) 0.6 $2.7M 23k 120.34
Arch Cap Group Ord (ACGL) 0.6 $2.7M 28k 95.92
Ishares Tr Core Msci Eafe (IEFA) 0.6 $2.7M 30k 89.46
Raytheon Technologies Corp (RTX) 0.6 $2.6M 14k 183.40
Procter & Gamble Company (PG) 0.5 $2.4M 17k 143.31
Charles Schwab Corporation (SCHW) 0.5 $2.4M 24k 99.91
Merck & Co (MRK) 0.5 $2.3M 22k 106.09
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $2.3M 3.00 754800.00
Kla Corp Com New (KLAC) 0.5 $2.2M 1.8k 1215.08
Pepsi (PEP) 0.5 $2.2M 15k 144.73
McDonald's Corporation (MCD) 0.5 $2.1M 6.8k 305.63
American Express Company (AXP) 0.5 $2.1M 5.6k 369.95
NVR (NVR) 0.5 $2.0M 281.00 7292.77
Ishares Tr Global Equity (GLOF) 0.5 $2.0M 39k 52.78
Cigna Corp (CI) 0.4 $2.0M 7.3k 275.23
Oracle Corporation (ORCL) 0.4 $2.0M 10k 194.91
Baker Hughes Company Cl A (BKR) 0.4 $1.9M 43k 45.54
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $1.9M 4.2k 453.36
Marathon Petroleum Corp (MPC) 0.4 $1.9M 12k 162.63
Chevron Corporation (CVX) 0.4 $1.9M 12k 152.40
Visa Com Cl A (V) 0.4 $1.8M 5.1k 350.71
Citigroup Com New (C) 0.4 $1.7M 15k 116.69
Expeditors International of Washington (EXPD) 0.4 $1.7M 11k 149.01
Vanguard World Mega Cap Index (MGC) 0.4 $1.7M 6.7k 251.17
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.4 $1.6M 14k 121.75
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.4 $1.6M 23k 71.72
Micron Technology (MU) 0.4 $1.6M 5.5k 285.52
Cbre Group Cl A (CBRE) 0.3 $1.6M 9.7k 160.79
Applied Materials (AMAT) 0.3 $1.5M 6.0k 256.99
J P Morgan Exchange Traded F Active Growth (JGRO) 0.3 $1.5M 16k 92.80
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.5M 2.2k 683.91
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.5M 24k 62.47
Dominion Resources (D) 0.3 $1.5M 25k 58.59
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.3 $1.4M 19k 74.88
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.3M 9.2k 143.52
Northrop Grumman Corporation (NOC) 0.3 $1.3M 2.3k 570.24
Home Depot (HD) 0.3 $1.3M 3.7k 344.10
Coca-Cola Company (KO) 0.3 $1.3M 18k 69.91
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.3M 4.4k 290.22
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.3 $1.2M 17k 72.32
Labcorp Holdings Com Shs (LH) 0.3 $1.2M 4.8k 250.88
Costco Wholesale Corporation (COST) 0.3 $1.2M 1.4k 862.34
Fox Corp Cl A Com (FOXA) 0.3 $1.2M 16k 73.07
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $1.1M 10k 113.72
Nextera Energy (NEE) 0.3 $1.1M 14k 80.28
Caterpillar (CAT) 0.3 $1.1M 2.0k 572.87
O'reilly Automotive (ORLY) 0.2 $1.0M 11k 91.21
Cintas Corporation (CTAS) 0.2 $1.0M 5.5k 188.07
Honeywell International (HON) 0.2 $1.0M 5.2k 195.09
Ge Aerospace Com New (GE) 0.2 $988k 3.2k 308.39
CF Industries Holdings (CF) 0.2 $958k 12k 77.34
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $937k 7.1k 132.37
Danaher Corporation (DHR) 0.2 $932k 4.1k 229.24
Deere & Company (DE) 0.2 $909k 1.9k 467.19
UnitedHealth (UNH) 0.2 $902k 2.7k 330.13
Corning Incorporated (GLW) 0.2 $897k 10k 87.56
Expedia Group Com New (EXPE) 0.2 $883k 3.1k 283.31
International Business Machines (IBM) 0.2 $866k 2.9k 296.21
Ralph Lauren Corp Cl A (RL) 0.2 $857k 2.4k 354.52
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $848k 3.9k 219.78
Lockheed Martin Corporation (LMT) 0.2 $832k 1.7k 483.74
EOG Resources (EOG) 0.2 $813k 7.7k 105.01
TJX Companies (TJX) 0.2 $788k 5.1k 153.61
salesforce (CRM) 0.2 $787k 3.0k 265.33
Synchrony Financial (SYF) 0.2 $771k 9.2k 83.43
Ishares Tr Msci Eafe Etf (EFA) 0.2 $767k 8.0k 96.03
Walt Disney Company (DIS) 0.2 $763k 6.7k 114.55
Abbott Laboratories (ABT) 0.2 $735k 5.9k 125.29
Duke Energy Corp Com New (DUK) 0.2 $733k 6.3k 117.21
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $728k 3.8k 191.56
Truist Financial Corp equities (TFC) 0.2 $724k 15k 49.21
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.2 $720k 7.8k 92.30
Adobe Systems Incorporated (ADBE) 0.2 $716k 2.0k 349.99
CRH Ord (CRH) 0.2 $713k 5.7k 124.80
Lowe's Companies (LOW) 0.2 $706k 2.9k 241.18
Morgan Stanley Com New (MS) 0.2 $703k 4.0k 177.53
W.W. Grainger (GWW) 0.2 $689k 683.00 1009.05
Blackrock (BLK) 0.2 $670k 626.00 1070.55
Texas Instruments Incorporated (TXN) 0.1 $665k 3.8k 173.49
Bristol Myers Squibb (BMY) 0.1 $655k 12k 53.94
Tapestry (TPR) 0.1 $644k 5.0k 127.77
Zoom Communications Cl A (ZM) 0.1 $626k 7.3k 86.29
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $619k 5.2k 120.18
J P Morgan Exchange Traded F Activebldrs Emer (JEMA) 0.1 $616k 13k 49.00
General Dynamics Corporation (GD) 0.1 $607k 1.8k 336.66
Goldman Sachs (GS) 0.1 $599k 681.00 879.00
S&p Global (SPGI) 0.1 $598k 1.1k 522.59
Kimberly-Clark Corporation (KMB) 0.1 $595k 5.8k 102.15
Equinix (EQIX) 0.1 $591k 771.00 766.16
eBay (EBAY) 0.1 $580k 6.7k 87.10
Analog Devices (ADI) 0.1 $576k 2.1k 271.20
Willis Towers Watson SHS (WTW) 0.1 $574k 1.7k 329.52
Jones Lang LaSalle Incorporated (JLL) 0.1 $569k 1.7k 336.47
Ameriprise Financial (AMP) 0.1 $557k 1.1k 490.34
L3harris Technologies (LHX) 0.1 $550k 1.9k 293.57
Corteva (CTVA) 0.1 $549k 8.2k 67.03
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.1 $548k 8.1k 67.67
EQT Corporation (EQT) 0.1 $546k 10k 53.60
Southern Company (SO) 0.1 $544k 6.2k 87.20
Intuit (INTU) 0.1 $544k 821.00 662.42
Vici Pptys (VICI) 0.1 $535k 19k 28.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $518k 9.6k 53.76
Hca Holdings (HCA) 0.1 $513k 1.1k 466.86
Ge Vernova (GEV) 0.1 $498k 762.00 653.57
Ishares Core Msci Emkt (IEMG) 0.1 $498k 7.4k 67.22
Mondelez Intl Cl A (MDLZ) 0.1 $483k 8.9k 54.33
Te Connectivity Ord Shs (TEL) 0.1 $473k 2.1k 227.55
Chubb (CB) 0.1 $462k 1.5k 313.22
Palantir Technologies Cl A (PLTR) 0.1 $462k 2.6k 177.75
Paychex (PAYX) 0.1 $461k 4.1k 112.17
Cummins (CMI) 0.1 $459k 899.00 510.50
Netflix (NFLX) 0.1 $440k 4.7k 93.76
Dell Technologies CL C (DELL) 0.1 $428k 3.4k 125.88
Thermo Fisher Scientific (TMO) 0.1 $419k 723.00 579.88
PNC Financial Services (PNC) 0.1 $416k 2.0k 208.73
American Electric Power Company (AEP) 0.1 $414k 3.6k 115.31
Universal Corporation (UVV) 0.1 $412k 7.8k 52.75
Textron (TXT) 0.1 $411k 4.7k 87.19
Amgen (AMGN) 0.1 $410k 1.3k 327.31
Target Corporation (TGT) 0.1 $409k 4.2k 97.75
Suncor Energy (SU) 0.1 $405k 9.1k 44.36
Trane Technologies SHS (TT) 0.1 $399k 1.0k 389.20
Roku Com Cl A (ROKU) 0.1 $391k 3.6k 108.49
Constellation Energy (CEG) 0.1 $376k 1.1k 353.27
Advanced Micro Devices (AMD) 0.1 $371k 1.7k 214.16
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $370k 4.1k 90.00
Verizon Communications (VZ) 0.1 $364k 8.9k 40.73
Ishares Tr U.s. Tech Etf (IYW) 0.1 $361k 1.8k 199.68
Accenture Plc Ireland Shs Class A (ACN) 0.1 $361k 1.3k 268.30
Post Holdings Inc Common (POST) 0.1 $349k 3.5k 99.05
NiSource (NI) 0.1 $345k 8.3k 41.76
Nxp Semiconductors N V (NXPI) 0.1 $338k 1.6k 218.07
Huntington Ingalls Inds (HII) 0.1 $338k 994.00 340.07
FedEx Corporation (FDX) 0.1 $337k 1.2k 290.29
American Intl Group Com New (AIG) 0.1 $327k 3.8k 85.55
Chipotle Mexican Grill (CMG) 0.1 $321k 8.7k 37.00
RPM International (RPM) 0.1 $311k 3.0k 104.00
Emerson Electric (EMR) 0.1 $307k 2.3k 132.72
Travelers Companies (TRV) 0.1 $307k 1.1k 290.06
Incyte Corporation (INCY) 0.1 $306k 3.1k 98.77
Fastenal Company (FAST) 0.1 $299k 7.5k 40.13
Air Products & Chemicals (APD) 0.1 $294k 1.2k 247.08
3M Company (MMM) 0.1 $291k 1.8k 160.10
Automatic Data Processing (ADP) 0.1 $291k 1.1k 259.21
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $290k 1.4k 210.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $289k 471.00 614.31
Colgate-Palmolive Company (CL) 0.1 $286k 3.6k 79.02
Cincinnati Financial Corporation (CINF) 0.1 $283k 1.7k 164.22
Corebridge Finl (CRBG) 0.1 $266k 8.8k 30.17
Waste Management (WM) 0.1 $261k 1.2k 219.71
Allstate Corporation (ALL) 0.1 $259k 1.2k 209.16
Starbucks Corporation (SBUX) 0.1 $255k 3.0k 84.22
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.1 $252k 4.1k 60.73
Intuitive Surgical Com New (ISRG) 0.1 $249k 439.00 566.36
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $243k 5.0k 49.08
Prudential Financial (PRU) 0.1 $240k 2.1k 112.88
Snap-on Incorporated (SNA) 0.1 $232k 674.00 344.60
Autodesk (ADSK) 0.1 $232k 782.00 296.01
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.1 $227k 3.3k 68.14
Metropcs Communications (TMUS) 0.1 $226k 1.1k 203.04
Linde SHS (LIN) 0.0 $221k 519.00 426.39
Wabtec Corporation (WAB) 0.0 $218k 1.0k 213.45
Pfizer (PFE) 0.0 $218k 8.8k 24.90
Cadence Design Systems (CDNS) 0.0 $218k 697.00 312.58
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 0.0 $216k 2.7k 80.28
Anthem (ELV) 0.0 $207k 589.00 350.55
Enbridge (ENB) 0.0 $206k 4.3k 47.83
IDEXX Laboratories (IDXX) 0.0 $204k 301.00 676.53
Servicenow (NOW) 0.0 $202k 1.3k 153.19
Union Pacific Corporation (UNP) 0.0 $202k 871.00 231.32
Amphenol Corp Cl A (APH) 0.0 $201k 1.5k 135.52
Plug Power Com New (PLUG) 0.0 $183k 93k 1.97
C3 Ai Cl A (AI) 0.0 $170k 13k 13.48
J P Morgan Exchange Traded F Internl Gwt (JIG) 0.0 $166k 2.3k 73.34
Quantum Computing (QUBT) 0.0 $162k 16k 10.26
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $149k 1.0k 148.69
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 0.0 $141k 1.9k 74.69
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $120k 849.00 141.01
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $115k 1.7k 66.00
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $113k 2.0k 57.67
J P Morgan Exchange Traded F Flexible Income (JFLI) 0.0 $108k 2.1k 51.02
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $88k 485.00 181.21
Vanguard Index Fds Value Etf (VTV) 0.0 $71k 369.00 190.99
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $61k 181.00 335.73
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $54k 580.00 92.25
Goldman Sachs Etf Tr Marketbeta Intl (GSID) 0.0 $32k 466.00 69.32
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $22k 376.00 58.70
J P Morgan Exchange Traded F Divid Leaders Et (JDIV) 0.0 $6.2k 115.00 53.61
J P Morgan Exchange Traded F Active Developin (JADE) 0.0 $5.3k 85.00 62.87
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $1.7k 14.00 120.93
Ishares Esg Awr Msci Em (ESGE) 0.0 $485.999800 11.00 44.18