3Chopt Investment Partners

3Chopt Investment Partners as of June 30, 2026

Portfolio Holdings for 3Chopt Investment Partners

3Chopt Investment Partners holds 274 positions in its portfolio as reported in the June 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) 12.2 $65M 94k 686.81
Vanguard Index Fds Small Cp Etf (VB) 6.3 $34M 111k 303.11
NVIDIA Corporation (NVDA) 6.1 $32M 161k 200.09
Apple (AAPL) 4.1 $22M 76k 289.36
Alphabet Cap Stk Cl C (GOOG) 3.3 $18M 50k 353.33
Microsoft Corporation (MSFT) 2.2 $12M 32k 373.02
Broadcom (AVGO) 2.0 $11M 28k 377.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $8.8M 18k 500.40
Lam Research Corp Com New (LRCX) 1.4 $7.5M 17k 433.60
Meta Platforms Cl A (META) 1.4 $7.2M 13k 563.27
Philip Morris International (PM) 1.3 $7.2M 39k 182.38
Micron Technology (MU) 1.3 $7.1M 6.1k 1154.29
Cisco Systems (CSCO) 1.2 $6.5M 56k 117.46
J P Morgan Exchange Traded F Betabuildrs Us (BBUS) 1.2 $6.3M 47k 134.72
Amazon (AMZN) 1.2 $6.1M 26k 238.34
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $6.1M 73k 83.75
McKesson Corporation (MCK) 1.1 $5.8M 7.7k 756.44
Vistra Energy (VST) 1.1 $5.8M 37k 158.63
Johnson & Johnson (JNJ) 1.0 $5.5M 22k 253.97
JPMorgan Chase & Co. (JPM) 1.0 $5.5M 17k 327.33
Kla Corp Com New (KLAC) 1.0 $5.5M 18k 301.72
Altria (MO) 1.0 $5.2M 72k 73.01
Williams Companies (WMB) 0.9 $5.0M 67k 74.34
Eli Lilly & Co. (LLY) 0.9 $4.8M 4.0k 1199.43
Applied Materials (AMAT) 0.9 $4.6M 6.3k 723.01
Alphabet Cap Stk Cl A (GOOGL) 0.9 $4.5M 13k 357.37
Wells Fargo & Company (WFC) 0.8 $4.2M 51k 82.64
Wal-Mart Stores (WMT) 0.8 $4.1M 36k 113.26
J P Morgan Exchange Traded F Us Momentum (JMOM) 0.8 $4.1M 48k 85.46
Tesla Motors (TSLA) 0.8 $4.1M 9.6k 420.60
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $4.0M 16k 242.99
Booking Holdings (BKNG) 0.7 $3.7M 21k 178.24
Ishares Tr Russell 2000 Etf (IWM) 0.7 $3.6M 12k 300.45
Abbvie (ABBV) 0.7 $3.6M 14k 251.65
Norfolk Southern (NSC) 0.6 $3.4M 11k 314.59
Mastercard Incorporated Cl A (MA) 0.6 $3.2M 6.2k 513.60
Merck & Co (MRK) 0.6 $3.1M 24k 129.37
Exxon Mobil Corporation (XOM) 0.6 $3.1M 23k 136.72
Progressive Corporation (PGR) 0.6 $2.9M 14k 218.45
Ishares Tr Core Msci Eafe (IEFA) 0.5 $2.9M 30k 96.58
Gilead Sciences (GILD) 0.5 $2.9M 23k 126.34
Marathon Petroleum Corp (MPC) 0.5 $2.8M 11k 255.66
Raytheon Technologies Corp (RTX) 0.5 $2.8M 15k 189.73
Bank of America Corporation (BAC) 0.5 $2.7M 47k 56.98
Procter & Gamble Company (PG) 0.5 $2.5M 17k 146.64
Arch Cap Group Ord (ACGL) 0.4 $2.4M 25k 97.06
Caterpillar (CAT) 0.4 $2.4M 2.2k 1064.90
Baker Hughes Company Cl A (BKR) 0.4 $2.3M 42k 55.50
Charles Schwab Corporation (SCHW) 0.4 $2.3M 25k 92.27
Ishares Tr Global Equity (GLOF) 0.4 $2.3M 38k 58.81
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $2.2M 3.00 748850.00
Qualcomm (QCOM) 0.4 $2.2M 12k 184.79
Citigroup Com New (C) 0.4 $2.2M 16k 139.96
Check Point Software Tech Lt Ord (CHKP) 0.4 $2.1M 16k 131.43
Visa Com Cl A (V) 0.4 $2.1M 6.1k 343.09
Capital One Financial (COF) 0.4 $2.1M 10k 200.62
American Express Company (AXP) 0.4 $2.0M 6.0k 338.25
Corning Incorporated (GLW) 0.4 $2.0M 7.7k 255.44
Chevron Corporation (CVX) 0.4 $2.0M 12k 165.75
Cigna Corp (CI) 0.4 $1.9M 7.0k 275.68
Pepsi (PEP) 0.4 $1.9M 14k 135.40
Dominion Resources (D) 0.3 $1.8M 27k 68.29
Vanguard World Mega Cap Index (MGC) 0.3 $1.8M 6.7k 273.63
Coca-Cola Company (KO) 0.3 $1.8M 22k 81.80
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $1.7M 3.5k 496.73
Advanced Micro Devices (AMD) 0.3 $1.7M 3.0k 580.91
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $1.7M 14k 127.81
Cintas Corporation (CTAS) 0.3 $1.7M 10k 170.08
Expeditors International of Washington (EXPD) 0.3 $1.7M 11k 162.97
McDonald's Corporation (MCD) 0.3 $1.7M 6.3k 270.31
Dell Technologies CL C (DELL) 0.3 $1.7M 3.9k 431.46
Home Depot (HD) 0.3 $1.7M 4.7k 352.68
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.3 $1.6M 20k 79.41
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $1.6M 2.1k 748.67
Costco Wholesale Corporation (COST) 0.3 $1.5M 1.6k 935.47
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 0.3 $1.5M 18k 82.49
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $1.5M 9.4k 158.03
Oracle Corporation (ORCL) 0.3 $1.4M 9.8k 146.55
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.4M 18k 80.57
UnitedHealth (UNH) 0.3 $1.4M 3.4k 415.69
Ge Aerospace Com New (GE) 0.3 $1.4M 3.7k 373.73
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.4M 19k 71.25
Ishares Tr Sp Smcp600vl Etf (IJS) 0.3 $1.4M 10k 136.68
J P Morgan Exchange Traded F Betabuilders I (BBIN) 0.3 $1.3M 17k 78.08
Nextera Energy (NEE) 0.2 $1.3M 15k 87.77
NVR (NVR) 0.2 $1.3M 194.00 6813.40
Expedia Group Com New (EXPE) 0.2 $1.3M 5.0k 255.88
J P Morgan Exchange Traded F Active Growth (JGRO) 0.2 $1.3M 13k 98.59
Texas Instruments Incorporated (TXN) 0.2 $1.2M 4.1k 298.08
Cbre Group Cl A (CBRE) 0.2 $1.2M 8.8k 134.69
Goldman Sachs (GS) 0.2 $1.2M 1.1k 1011.17
Northrop Grumman Corporation (NOC) 0.2 $1.1M 2.2k 509.32
Analog Devices (ADI) 0.2 $1.1M 2.9k 397.17
Intel Corporation (INTC) 0.2 $1.1M 8.1k 139.63
Labcorp Holdings Com Shs (LH) 0.2 $1.1M 3.8k 280.00
Dropbox Cl A (DBX) 0.2 $1.1M 39k 27.47
O'reilly Automotive (ORLY) 0.2 $1.1M 12k 92.09
Ge Vernova (GEV) 0.2 $1.1M 896.00 1175.36
EOG Resources (EOG) 0.2 $1.1M 8.1k 129.73
Deere & Company (DE) 0.2 $1.0M 1.6k 636.10
CF Industries Holdings (CF) 0.2 $1.0M 9.4k 108.26
W.W. Grainger (GWW) 0.2 $1.0M 741.00 1360.40
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.2 $1.0M 7.1k 141.89
Morgan Stanley Com New (MS) 0.2 $969k 4.6k 209.04
Fox Corp Cl A Com (FOXA) 0.2 $942k 18k 52.16
Ralph Lauren Corp Cl A (RL) 0.2 $939k 2.3k 402.41
Lockheed Martin Corporation (LMT) 0.2 $937k 1.8k 509.53
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $910k 3.8k 236.62
Netflix (NFLX) 0.2 $886k 12k 71.40
Duke Energy Corp Com New (DUK) 0.2 $875k 6.9k 126.58
Tapestry (TPR) 0.2 $875k 6.0k 146.38
Equinix (EQIX) 0.2 $858k 823.00 1042.39
Cummins (CMI) 0.2 $834k 1.2k 712.97
eBay (EBAY) 0.2 $832k 7.4k 111.76
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $831k 5.6k 148.31
Ishares Tr Msci Eafe Etf (EFA) 0.2 $829k 8.0k 103.88
International Business Machines (IBM) 0.2 $821k 2.9k 281.21
Lowe's Companies (LOW) 0.2 $817k 3.7k 220.49
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $808k 3.8k 212.77
Danaher Corporation (DHR) 0.1 $791k 4.1k 190.88
Western Digital (WDC) 0.1 $786k 1.2k 638.96
TJX Companies (TJX) 0.1 $780k 5.1k 151.50
Blackrock (BLK) 0.1 $778k 809.00 961.82
Truist Financial Corp equities (TFC) 0.1 $771k 16k 49.82
Synchrony Financial (SYF) 0.1 $755k 9.9k 76.05
J P Morgan Exchange Traded F Activebldrs Emer (JEMA) 0.1 $747k 12k 63.88
Mondelez Intl Cl A (MDLZ) 0.1 $746k 13k 58.34
Walt Disney Company (DIS) 0.1 $717k 7.4k 97.02
Southern Company (SO) 0.1 $697k 7.3k 95.71
Bristol Myers Squibb (BMY) 0.1 $683k 12k 57.62
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $679k 11k 59.69
Marvell Technology (MRVL) 0.1 $669k 2.2k 297.89
Vici Pptys (VICI) 0.1 $668k 25k 26.98
Air Products & Chemicals (APD) 0.1 $648k 2.2k 293.22
Kimberly-Clark Corporation (KMB) 0.1 $645k 5.8k 111.05
Ameriprise Financial (AMP) 0.1 $639k 1.4k 458.69
Target Corporation (TGT) 0.1 $608k 4.7k 130.61
PNC Financial Services (PNC) 0.1 $607k 2.5k 246.22
Sandisk Corp (SNDK) 0.1 $596k 262.00 2273.73
Amgen (AMGN) 0.1 $590k 1.6k 362.12
Starbucks Corporation (SBUX) 0.1 $590k 5.8k 102.18
Palo Alto Networks (PANW) 0.1 $587k 1.7k 341.02
Chubb (CB) 0.1 $586k 1.7k 341.68
Ishares Core Msci Emkt (IEMG) 0.1 $582k 7.0k 82.84
Adobe Systems Incorporated (ADBE) 0.1 $571k 2.8k 205.02
Honeywell International (HON) 0.1 $567k 2.5k 223.86
Zoom Communications Cl A (ZM) 0.1 $566k 6.6k 86.31
Honeywell Aerospace (HONA) 0.1 $560k 2.5k 221.04
Jones Lang LaSalle Incorporated (JLL) 0.1 $552k 1.8k 310.01
EQT Corporation (EQT) 0.1 $536k 10k 53.17
Corteva (CTVA) 0.1 $522k 6.2k 84.69
CRH Ord (CRH) 0.1 $512k 4.8k 107.00
salesforce (CRM) 0.1 $512k 3.3k 157.14
Abbott Laboratories (ABT) 0.1 $508k 5.6k 90.74
Thermo Fisher Scientific (TMO) 0.1 $508k 1.0k 501.80
Coherent Corp (COHR) 0.1 $500k 1.3k 394.47
General Dynamics Corporation (GD) 0.1 $498k 1.4k 354.24
L3harris Technologies (LHX) 0.1 $486k 1.7k 290.59
Republic Services (RSG) 0.1 $485k 2.3k 213.08
Roku Com Cl A (ROKU) 0.1 $485k 3.5k 138.14
Nxp Semiconductors N V (NXPI) 0.1 $483k 1.7k 282.07
Trane Technologies SHS (TT) 0.1 $466k 949.00 491.16
Paychex (PAYX) 0.1 $465k 4.7k 98.33
Suncor Energy (SU) 0.1 $461k 8.6k 53.68
Incyte Corporation (INCY) 0.1 $460k 4.1k 113.35
Ishares Tr U.s. Tech Etf (IYW) 0.1 $457k 1.8k 252.23
J P Morgan Exchange Traded F Us Research Enhn (JUSA) 0.1 $453k 6.7k 67.18
Linde SHS (LIN) 0.1 $453k 872.00 518.94
Fastenal Company (FAST) 0.1 $441k 9.2k 48.03
Hca Holdings (HCA) 0.1 $429k 1.1k 389.89
Mueller Industries (MLI) 0.1 $421k 3.4k 122.93
Cadence Design Systems (CDNS) 0.1 $411k 1.1k 375.32
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $408k 4.2k 98.20
NiSource (NI) 0.1 $396k 8.3k 47.55
Allstate Corporation (ALL) 0.1 $394k 1.7k 238.94
Verizon Communications (VZ) 0.1 $394k 9.3k 42.34
Palantir Technologies Cl A (PLTR) 0.1 $392k 3.4k 116.67
Amphenol Corp Cl A (APH) 0.1 $390k 2.2k 176.57
Travelers Companies (TRV) 0.1 $389k 1.2k 330.12
FedEx Corporation (FDX) 0.1 $384k 1.2k 314.35
Emerson Electric (EMR) 0.1 $383k 2.7k 143.15
Textron (TXT) 0.1 $372k 4.1k 91.75
Eaton Corp SHS (ETN) 0.1 $363k 852.00 426.12
Crowdstrike Hldgs Cl A (CRWD) 0.1 $363k 475.00 763.14
Medpace Hldgs (MEDP) 0.1 $360k 679.00 529.41
Universal Corporation (UVV) 0.1 $355k 6.8k 52.17
Union Pacific Corporation (UNP) 0.1 $354k 1.3k 272.00
Cincinnati Financial Corporation (CINF) 0.1 $352k 1.9k 186.05
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $347k 1.4k 242.43
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $347k 471.00 737.21
Arista Networks Com Shs (ANET) 0.1 $346k 2.0k 169.88
American Electric Power Company (AEP) 0.1 $344k 2.5k 136.81
Parker-Hannifin Corporation (PH) 0.1 $340k 348.00 978.12
Kinder Morgan (KMI) 0.1 $339k 11k 31.97
J P Morgan Exchange Traded F Global Sel Equit (JGLO) 0.1 $338k 4.7k 71.22
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $332k 344.00 965.75
S&p Global (SPGI) 0.1 $332k 814.00 407.26
Te Connectivity Ord Shs (TEL) 0.1 $328k 1.6k 201.64
Welltower Inc Com reit (WELL) 0.1 $323k 1.4k 226.97
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 0.1 $317k 3.4k 91.95
Anthem (ELV) 0.1 $309k 798.00 386.73
Tidal Trust Ii Roundhill Gener (CHAT) 0.1 $305k 3.1k 98.68
Willis Towers Watson SHS (WTW) 0.1 $303k 1.2k 262.33
Chipotle Mexican Grill (CMG) 0.1 $300k 8.8k 34.00
Waste Management (WM) 0.1 $300k 1.3k 222.88
Bank of New York Mellon Corporation (BNY) 0.1 $298k 2.1k 144.61
Automatic Data Processing (ADP) 0.1 $296k 1.3k 225.43
Generac Holdings (GNRC) 0.1 $295k 1.0k 292.81
3M Company (MMM) 0.1 $293k 1.8k 161.91
J P Morgan Exchange Traded F Us Value Factr (JVAL) 0.1 $291k 5.0k 58.64
Huntington Ingalls Inds (HII) 0.1 $278k 994.00 279.89
Snap-on Incorporated (SNA) 0.1 $275k 684.00 402.19
CVS Caremark Corporation (CVS) 0.1 $274k 2.7k 103.45
Wabtec Corporation (WAB) 0.1 $268k 994.00 269.60
Ecolab (ECL) 0.0 $264k 944.00 279.30
Ishares Tr Core S&p500 Etf (IVV) 0.0 $262k 350.00 748.89
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.0 $260k 4.1k 62.78
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.0 $260k 3.6k 73.15
Roundhill Etf Trust Halo Etf 0.0 $258k 10k 25.83
Accenture Plc Ireland Shs Class A (ACN) 0.0 $254k 2.0k 124.44
Applovin Corp Com Cl A (APP) 0.0 $254k 492.00 515.23
America Movil Sab De Cv Spon Ads Rp Cl B (AMX) 0.0 $250k 9.6k 25.99
Totalenergies Se Act (TTE) 0.0 $249k 3.2k 77.76
Colgate-Palmolive Company (CL) 0.0 $241k 2.6k 91.68
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.0 $240k 3.3k 72.31
Howmet Aerospace (HWM) 0.0 $240k 891.00 268.86
Enbridge (ENB) 0.0 $234k 4.3k 54.21
Airbnb Com Cl A (ABNB) 0.0 $230k 1.6k 143.10
Johnson Controls Internation SHS (JCI) 0.0 $229k 1.6k 146.50
Pfizer (PFE) 0.0 $227k 9.4k 24.08
Sherwin-Williams Company (SHW) 0.0 $225k 652.00 344.32
Intuitive Surgical Com New (ISRG) 0.0 $224k 562.00 397.68
Metropcs Communications (TMUS) 0.0 $222k 1.3k 167.73
Vertiv Holdings Com Cl A (VRT) 0.0 $220k 658.00 334.82
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $219k 1.4k 156.91
American Intl Group Com New (AIG) 0.0 $219k 2.9k 74.53
Marriott Intl Cl A (MAR) 0.0 $214k 578.00 370.59
Prologis (PLD) 0.0 $214k 1.6k 135.47
Twilio Cl A (TWLO) 0.0 $213k 1.0k 206.33
Ferguson Enterprises Common Stock New (FERG) 0.0 $212k 889.00 238.24
Fortinet (FTNT) 0.0 $211k 1.4k 153.62
Illinois Tool Works (ITW) 0.0 $211k 776.00 272.08
Simon Property (SPG) 0.0 $207k 927.00 223.65
Royal Caribbean Cruises (RCL) 0.0 $206k 647.00 318.76
Datadog Cl A Com (DDOG) 0.0 $204k 783.00 260.36
Entravision Communications C Cl A (EVC) 0.0 $203k 16k 13.04
Boeing Company (BA) 0.0 $203k 937.00 216.37
IDEXX Laboratories (IDXX) 0.0 $202k 383.00 526.44
Take-Two Interactive Software (TTWO) 0.0 $202k 806.00 249.98
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $200k 2.6k 77.11
J P Morgan Exchange Traded F Internl Gwt (JIG) 0.0 $198k 2.3k 87.18
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $164k 1.0k 164.27
Plug Pwr Com New (PLUG) 0.0 $158k 58k 2.71
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 0.0 $148k 1.8k 80.33
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $138k 722.00 190.52
J P Morgan Exchange Traded F Flexible Income (JFLI) 0.0 $131k 2.4k 54.43
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $112k 900.00 124.17
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $110k 1.0k 110.32
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $107k 485.00 221.20
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $98k 1.4k 68.41
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $90k 1.6k 56.48
Vanguard Index Fds Value Etf (VTV) 0.0 $80k 369.00 217.93
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $67k 629.00 107.13
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $67k 182.00 369.08
Ishares Tr U.s. Fin Svc Etf (IYG) 0.0 $53k 580.00 90.47
Goldman Sachs Etf Tr Marketbeta Intl (GSID) 0.0 $35k 466.00 75.14
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $22k 364.00 61.46
Ishares Tr Core Msci Total (IXUS) 0.0 $13k 136.00 95.44
J P Morgan Exchange Traded F Acti De Mark Etf (JADE) 0.0 $8.8k 110.00 80.13
J P Morgan Exchange Traded F Divid Leade Etf (JDIV) 0.0 $7.8k 138.00 56.35
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) 0.0 $6.3k 55.00 113.82
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $2.1k 40.00 53.10
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $1.7k 13.00 132.23
Ishares Esg Awr Msci Em (ESGE) 0.0 $602.000300 11.00 54.73