3Chopt Investment Partners

3Chopt Investment Partners as of March 31, 2026

Portfolio Holdings for 3Chopt Investment Partners

3Chopt Investment Partners holds 240 positions in its portfolio as reported in the March 2026 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) 12.5 $55M 92k 597.55
NVIDIA Corporation (NVDA) 6.1 $27M 153k 174.41
Vanguard Index Fds Small Cp Etf (VB) 6.0 $26M 100k 261.92
Apple (AAPL) 4.1 $18M 71k 253.79
Alphabet Cap Stk Cl C (GOOG) 3.1 $14M 48k 286.86
Microsoft Corporation (MSFT) 2.3 $10M 27k 370.17
Broadcom (AVGO) 1.9 $8.4M 27k 309.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $8.1M 17k 479.20
Meta Platforms Cl A (META) 1.6 $7.1M 12k 572.13
McKesson Corporation (MCK) 1.6 $6.9M 7.9k 866.18
Philip Morris International (PM) 1.5 $6.6M 40k 166.81
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 1.3 $5.8M 49k 117.18
Vistra Energy (VST) 1.3 $5.6M 37k 150.33
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $5.4M 72k 75.10
Johnson & Johnson (JNJ) 1.2 $5.3M 22k 244.43
JPMorgan Chase & Co. (JPM) 1.2 $5.2M 18k 294.16
Williams Companies (WMB) 1.1 $5.0M 68k 72.78
Altria (MO) 1.1 $4.9M 73k 67.05
Wal-Mart Stores (WMT) 1.0 $4.4M 35k 124.52
Cisco Systems (CSCO) 1.0 $4.3M 55k 77.59
Amazon (AMZN) 1.0 $4.2M 20k 208.27
Exxon Mobil Corporation (XOM) 0.9 $4.0M 24k 169.66
Booking Holdings (BKNG) 0.9 $3.8M 898.00 4210.32
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.8 $3.6M 17k 217.25
Lam Research Corp Com New (LRCX) 0.8 $3.6M 17k 213.92
Eli Lilly & Co. (LLY) 0.8 $3.3M 3.6k 919.77
Abbvie (ABBV) 0.8 $3.3M 15k 217.49
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.7 $3.3M 48k 67.92
Gilead Sciences (GILD) 0.7 $3.2M 23k 139.37
Norfolk Southern (NSC) 0.7 $3.0M 11k 286.99
Alphabet Cap Stk Cl A (GOOGL) 0.7 $3.0M 11k 287.56
Tesla Motors (TSLA) 0.7 $3.0M 8.1k 371.75
Ishares Tr Russell 2000 Etf (IWM) 0.7 $2.9M 12k 248.00
Check Point Software Tech Lt Ord (CHKP) 0.6 $2.8M 20k 142.85
Raytheon Technologies Corp (RTX) 0.6 $2.7M 14k 192.90
Marathon Petroleum Corp (MPC) 0.6 $2.7M 11k 244.17
Mastercard Incorporated Cl A (MA) 0.6 $2.7M 5.5k 499.66
Ishares Tr Core Msci Eafe (IEFA) 0.6 $2.7M 30k 90.53
Merck & Co (MRK) 0.6 $2.7M 22k 121.12
Kla Corp Com New (KLAC) 0.6 $2.7M 1.8k 1472.41
Dropbox Cl A (DBX) 0.6 $2.6M 117k 22.72
Chevron Corporation (CVX) 0.6 $2.6M 13k 206.89
Baker Hughes Company Cl A (BKR) 0.6 $2.6M 43k 61.05
Progressive Corporation (PGR) 0.6 $2.6M 13k 198.24
Bank of America Corporation (BAC) 0.6 $2.6M 53k 48.75
Pepsi (PEP) 0.5 $2.4M 15k 155.29
Charles Schwab Corporation (SCHW) 0.5 $2.4M 25k 93.98
Procter & Gamble Company (PG) 0.5 $2.3M 16k 144.44
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $2.2M 3.00 718140.00
McDonald's Corporation (MCD) 0.5 $2.1M 6.7k 310.79
Applied Materials (AMAT) 0.5 $2.0M 6.0k 341.80
Qualcomm (QCOM) 0.5 $2.0M 16k 128.78
Ishares Tr Global Equity (GLOF) 0.5 $2.0M 39k 52.12
Micron Technology (MU) 0.4 $1.9M 5.6k 337.99
Cigna Corp (CI) 0.4 $1.8M 6.9k 266.75
Dominion Resources (D) 0.4 $1.8M 29k 61.82
American Express Company (AXP) 0.4 $1.7M 5.6k 302.48
Cintas Corporation (CTAS) 0.4 $1.7M 9.9k 169.14
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $1.6M 3.7k 446.54
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.4 $1.6M 23k 71.75
Expeditors International of Washington (EXPD) 0.4 $1.6M 11k 143.23
NVR (NVR) 0.4 $1.6M 243.00 6589.83
Vanguard World Mega Cap Index (MGC) 0.4 $1.6M 6.7k 236.35
Northrop Grumman Corporation (NOC) 0.4 $1.5M 2.2k 682.28
Visa Com Cl A (V) 0.3 $1.5M 5.0k 302.24
Coca-Cola Company (KO) 0.3 $1.5M 20k 76.57
Costco Wholesale Corporation (COST) 0.3 $1.5M 1.5k 996.43
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $1.5M 14k 109.69
Caterpillar (CAT) 0.3 $1.4M 2.0k 708.46
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $1.4M 2.2k 652.14
Nextera Energy (NEE) 0.3 $1.4M 15k 92.88
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.3 $1.4M 18k 75.74
Cbre Group Cl A (CBRE) 0.3 $1.4M 10k 135.46
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.4M 9.4k 148.10
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.3M 20k 64.08
CF Industries Holdings (CF) 0.3 $1.3M 10k 129.84
J P Morgan Exchange Traded F Active Growth (JGRO) 0.3 $1.3M 15k 84.52
Expedia Group Com New (EXPE) 0.3 $1.3M 5.5k 230.89
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.3 $1.3M 17k 73.12
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.3M 4.4k 287.18
Home Depot (HD) 0.3 $1.2M 3.8k 328.89
Lockheed Martin Corporation (LMT) 0.3 $1.2M 2.0k 604.47
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $1.2M 10k 118.45
EOG Resources (EOG) 0.3 $1.2M 8.2k 144.57
Labcorp Holdings Com Shs (LH) 0.3 $1.2M 4.4k 266.81
Honeywell International (HON) 0.3 $1.2M 5.1k 226.03
Corning Incorporated (GLW) 0.2 $1.1M 8.0k 135.98
Fox Corp Cl A Com (FOXA) 0.2 $1.0M 18k 58.40
Deere & Company (DE) 0.2 $1.0M 1.8k 564.92
O'reilly Automotive (ORLY) 0.2 $1.0M 11k 92.31
Ge Aerospace Com New (GE) 0.2 $956k 3.4k 284.23
Goldman Sachs (GS) 0.2 $888k 1.1k 845.99
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $885k 7.1k 125.13
Equinix (EQIX) 0.2 $851k 868.00 980.24
Tapestry (TPR) 0.2 $844k 6.0k 141.11
TJX Companies (TJX) 0.2 $843k 5.3k 159.70
Analog Devices (ADI) 0.2 $842k 2.6k 318.14
Duke Energy Corp Com New (DUK) 0.2 $840k 6.4k 130.94
Ralph Lauren Corp Cl A (RL) 0.2 $834k 2.4k 344.90
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $833k 3.9k 215.06
Texas Instruments Incorporated (TXN) 0.2 $787k 4.1k 194.16
Ishares Tr Msci Eafe Etf (EFA) 0.2 $776k 8.0k 97.13
W.W. Grainger (GWW) 0.2 $771k 707.00 1090.81
Danaher Corporation (DHR) 0.2 $751k 4.0k 190.01
Synchrony Financial (SYF) 0.2 $741k 11k 68.02
UnitedHealth (UNH) 0.2 $733k 2.7k 270.61
Lowe's Companies (LOW) 0.2 $729k 3.1k 236.31
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $729k 3.8k 191.92
Southern Company (SO) 0.2 $709k 7.3k 96.52
Mondelez Intl Cl A (MDLZ) 0.2 $708k 12k 58.14
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $696k 5.6k 124.31
Ge Vernova (GEV) 0.2 $695k 796.00 873.39
eBay (EBAY) 0.2 $693k 7.6k 91.02
Blackrock (BLK) 0.2 $675k 702.00 961.88
Truist Financial Corp equities (TFC) 0.2 $675k 15k 45.97
International Business Machines (IBM) 0.2 $666k 2.7k 242.39
Corteva (CTVA) 0.1 $652k 7.8k 83.71
L3harris Technologies (LHX) 0.1 $644k 1.9k 345.15
J P Morgan Exchange Traded F Activebldrs Emer (JEMA) 0.1 $644k 12k 52.03
EQT Corporation (EQT) 0.1 $644k 10k 63.64
Ameriprise Financial (AMP) 0.1 $616k 1.4k 444.40
Abbott Laboratories (ABT) 0.1 $611k 6.0k 102.67
Walt Disney Company (DIS) 0.1 $611k 6.3k 96.38
Suncor Energy (SU) 0.1 $601k 9.1k 66.11
Vici Pptys (VICI) 0.1 $596k 22k 27.78
Zoom Communications Cl A (ZM) 0.1 $593k 7.4k 80.39
Air Products & Chemicals (APD) 0.1 $590k 2.0k 290.43
Target Corporation (TGT) 0.1 $575k 4.7k 121.20
Dell Technologies CL C (DELL) 0.1 $573k 3.5k 164.13
Adobe Systems Incorporated (ADBE) 0.1 $568k 2.3k 243.08
Kimberly-Clark Corporation (KMB) 0.1 $567k 5.8k 97.75
Jones Lang LaSalle Incorporated (JLL) 0.1 $541k 1.8k 304.32
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.1 $538k 8.2k 65.27
Netflix (NFLX) 0.1 $535k 5.6k 96.15
salesforce (CRM) 0.1 $534k 2.9k 186.67
General Dynamics Corporation (GD) 0.1 $529k 1.5k 343.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $520k 9.6k 54.05
Ishares Core Msci Emkt (IEMG) 0.1 $518k 7.4k 69.75
Cummins (CMI) 0.1 $507k 943.00 538.07
Chubb (CB) 0.1 $505k 1.5k 326.90
Verizon Communications (VZ) 0.1 $497k 9.9k 50.20
Hca Holdings (HCA) 0.1 $494k 1.0k 473.24
Amgen (AMGN) 0.1 $474k 1.3k 351.85
CRH Ord (CRH) 0.1 $461k 4.4k 105.61
Te Connectivity Ord Shs (TEL) 0.1 $452k 2.2k 209.05
PNC Financial Services (PNC) 0.1 $449k 2.2k 208.09
Willis Towers Watson SHS (WTW) 0.1 $446k 1.5k 291.74
American Electric Power Company (AEP) 0.1 $440k 3.4k 131.08
FedEx Corporation (FDX) 0.1 $424k 1.2k 357.56
Starbucks Corporation (SBUX) 0.1 $418k 4.7k 89.59
Universal Corporation (UVV) 0.1 $411k 7.8k 52.70
Paychex (PAYX) 0.1 $410k 4.4k 92.11
Incyte Corporation (INCY) 0.1 $403k 4.3k 94.12
Palantir Technologies Cl A (PLTR) 0.1 $400k 2.7k 146.28
Trane Technologies SHS (TT) 0.1 $399k 957.00 416.74
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $391k 4.1k 94.24
Fastenal Company (FAST) 0.1 $390k 8.4k 46.40
Advanced Micro Devices (AMD) 0.1 $390k 1.9k 203.43
Thermo Fisher Scientific (TMO) 0.1 $388k 789.00 491.96
NiSource (NI) 0.1 $386k 8.3k 46.66
Huntington Ingalls Inds (HII) 0.1 $381k 1.0k 379.90
Textron (TXT) 0.1 $375k 4.3k 87.58
S&p Global (SPGI) 0.1 $373k 877.00 425.34
Roku Com Cl A (ROKU) 0.1 $358k 3.8k 94.62
Allstate Corporation (ALL) 0.1 $341k 1.6k 208.26
Ishares Tr U.s. Tech Etf (IYW) 0.1 $328k 1.8k 181.42
Kinder Morgan (KMI) 0.1 $326k 9.7k 33.53
Travelers Companies (TRV) 0.1 $324k 1.1k 291.68
Emerson Electric (EMR) 0.1 $316k 2.4k 131.02
Intuit (INTU) 0.1 $315k 729.00 432.38
Nxp Semiconductors N V (NXPI) 0.1 $312k 1.6k 197.85
Medpace Hldgs (MEDP) 0.1 $310k 646.00 480.19
Linde SHS (LIN) 0.1 $306k 618.00 495.76
Waste Management (WM) 0.1 $303k 1.3k 229.79
Constellation Energy (CEG) 0.1 $299k 1.1k 279.25
Pfizer (PFE) 0.1 $294k 11k 28.08
Totalenergies Se Act (TTE) 0.1 $291k 3.2k 90.98
RPM International (RPM) 0.1 $291k 2.9k 99.40
Western Digital (WDC) 0.1 $289k 1.1k 270.49
Energous Corp Com New (WATT) 0.1 $282k 18k 15.69
Chipotle Mexican Grill (CMG) 0.1 $277k 8.7k 32.01
Cincinnati Financial Corporation (CINF) 0.1 $273k 1.7k 158.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $272k 471.00 577.18
Enterprise Products Partners (EPD) 0.1 $269k 7.1k 37.84
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.1 $258k 4.1k 62.13
Mueller Industries (MLI) 0.1 $258k 2.3k 110.80
3M Company (MMM) 0.1 $257k 1.8k 145.23
Snap-on Incorporated (SNA) 0.1 $254k 700.00 363.22
Colgate-Palmolive Company (CL) 0.1 $252k 3.0k 85.23
Metropcs Communications (TMUS) 0.1 $249k 1.2k 210.03
Accenture Plc Ireland Shs Class A (ACN) 0.1 $247k 1.2k 198.29
Wabtec Corporation (WAB) 0.1 $246k 984.00 249.91
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.1 $245k 9.6k 25.48
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $242k 5.0k 48.86
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 0.1 $242k 2.8k 85.64
Intel Corporation (INTC) 0.1 $241k 5.5k 44.13
Union Pacific Corporation (UNP) 0.1 $241k 993.00 242.62
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $239k 1.1k 213.67
Ecolab (ECL) 0.1 $238k 891.00 266.68
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.1 $237k 3.3k 71.24
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.1 $237k 3.2k 73.90
Coherent Corp (COHR) 0.1 $236k 992.00 238.21
Eaton Corp SHS (ETN) 0.1 $234k 654.00 357.67
At&t (T) 0.1 $233k 8.1k 28.99
Enbridge (ENB) 0.1 $233k 4.3k 54.14
Post Holdings Inc Common (POST) 0.1 $226k 2.3k 98.86
American Intl Group Com New (AIG) 0.1 $225k 3.0k 75.25
Cadence Design Systems (CDNS) 0.1 $225k 809.00 277.87
ConocoPhillips (COP) 0.0 $216k 1.6k 132.00
Ferguson Enterprises Common Stock New (FERG) 0.0 $213k 910.00 234.15
Intuitive Surgical Com New (ISRG) 0.0 $213k 462.00 460.99
Arista Networks Com Shs (ANET) 0.0 $212k 1.7k 122.78
Plug Pwr Com New (PLUG) 0.0 $210k 93k 2.26
Uber Technologies (UBER) 0.0 $208k 2.9k 71.93
Anthem (ELV) 0.0 $207k 708.00 292.75
Parker-Hannifin Corporation (PH) 0.0 $201k 225.00 895.24
Welltower Inc Com reit (WELL) 0.0 $201k 1.0k 197.71
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $193k 1.4k 138.28
J P Morgan Exchange Traded F Internl Gwt (JIG) 0.0 $183k 2.5k 74.24
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $175k 2.6k 67.53
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $142k 1.0k 142.43
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 0.0 $135k 1.9k 71.81
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $122k 2.1k 56.68
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $121k 907.00 132.90
J P Morgan Exchange Traded F Flexible Income (JFLI) 0.0 $111k 2.2k 50.17
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $92k 485.00 189.59
Select Sector Spdr Tr State Street Com (XLC) 0.0 $87k 784.00 110.86
Vanguard Index Fds Value Etf (VTV) 0.0 $72k 369.00 196.20
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $58k 181.00 321.25
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $48k 580.00 82.84
Entravision Communications C Cl A (EVC) 0.0 $46k 16k 2.97
Goldman Sachs Etf Tr Marketbeta Intl (GSID) 0.0 $33k 466.00 69.89
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $21k 374.00 55.52
Ishares Tr Core Msci Total (IXUS) 0.0 $12k 136.00 86.64
J P Morgan Exchange Traded F Active Developin (JADE) 0.0 $7.2k 108.00 66.28
J P Morgan Exchange Traded F Divid Leaders Et (JDIV) 0.0 $7.0k 132.00 52.70
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.0 $5.9k 55.00 107.38
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $2.5k 40.00 61.25
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $1.6k 14.00 112.29
Ishares Esg Awr Msci Em (ESGE) 0.0 $499.999500 11.00 45.45