Managers / Q1 2026
3Chopt Investment Partners, LLC
CIK 0001978521 · 1801 LIBBIE AVENUE, SUITE 106, RICHMOND, VA, 23226 · 801-401-1840
Summary
3chopt Investment Partners, LLC reported $437M in U.S.-listed holdings across 240 positions for Q1 2026.
Its largest position, Vanguard Index Fds, represents 12.5% of the portfolio.
Compared with Q4 2025, the fund opened 26 new positions and exited 17.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 67.9% · $297M
- ETP · 30.2% · $132M
- Other · 1.5% · $6M
- REIT · 0.4% · $2M
- MLP · 0.1% · $269,269
- Other · 0.1% · $244,608
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| KMIKINDER MORGAN INC DEL | NEW | +9.7K | 9.7K | +$326,079 | $326,079 |
| MEDPMEDPACE HLDGS INC | NEW | +646 | 646 | +$310,203 | $310,203 |
| TOTALENERGIES SE | NEW | +3.2K | 3.2K | +$291,409 | $291,409 |
| WDCWESTERN DIGITAL CORP | NEW | +1.1K | 1.1K | +$288,883 | $288,883 |
| WATTENERGOUS CORP | NEW | +18.0K | 18.0K | +$282,420 | $282,420 |
| EPDENTERPRISE PRODS PARTNERS L | NEW | +7.1K | 7.1K | +$269,269 | $269,269 |
| MLIMUELLER INDS INC | NEW | +2.3K | 2.3K | +$257,610 | $257,610 |
| AMXAMERICA MOVIL SAB DE CV | NEW | +9.6K | 9.6K | +$244,608 | $244,608 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | S&P 500 ETF SHS · SMALL CP ETF · SM CP VAL ETF | 19.36% | $85M | 208.5K |
| 2 | NVDANVIDIA CORPORATIONhistory → | COM | 6.10% | $27M | 152.8K |
| 3 | AAPLAPPLE INChistory → | COM | 4.10% | $18M | 70.6K |
| 4 | GOOGALPHABET INC | CAP STK CL C · CAP STK CL A | 3.83% | $17M | 58.3K |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | CL B NEW · CL A | 2.35% | $10M | 17.0K |
| 6 | MSFTMICROSOFT CORPhistory → | COM | 2.28% | $10M | 26.9K |
| 7 | J P MORGAN EXCHANGE TRADED F | BETABUILDRS US · US MOMENTUM | 2.07% | $9M | 97.4K |
| 8 | AVGOBROADCOM INChistory → | COM | 1.91% | $8M | 27.0K |
| 9 | METAMETA PLATFORMS INChistory → | CL A | 1.62% | $7M | 12.4K |
| 10 | MCKMCKESSON CORPhistory → | COM | 1.58% | $7M | 7.9K |
| 11 | 4I1PHILIP MORRIS INTL INChistory → | COM | 1.51% | $7M | 39.7K |
| 12 | VSTVISTRA CORPhistory → | COM | 1.28% | $6M | 37.3K |
| 13 | ISHARES TR | RUSSELL 2000 ETF · CORE MSCI EAFE | 1.27% | $6M | 41.3K |
| 14 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 1.23% | $5M | 71.8K |
| 15 | JNJJOHNSON & JOHNSONhistory → | COM | 1.20% | $5M | 21.5K |
| 16 | JPMJPMORGAN CHASE & COhistory → | COM | 1.19% | $5M | 17.6K |
| 17 | WMBWILLIAMS COS INChistory → | COM | 1.13% | $5M | 68.0K |
| 18 | MOALTRIA GROUP INChistory → | COM | 1.12% | $5M | 73.3K |
| 19 | WMTWALMART INC | COM | 1.00% | $4M | 35.0K |
| 20 | CSCOCISCO SYS INC | COM | 0.98% | $4M | 55.0K |
| 21 | AMZNAMAZON COM INC | COM | 0.96% | $4M | 20.2K |
| 22 | EXMOCEXXON MOBIL CORP | COM | 0.91% | $4M | 23.5K |
| 23 | BKNGBOOKING HOLDINGS INC | COM | 0.87% | $4M | 898 |
| 24 | LRCXLAM RESEARCH CORP | COM NEW | 0.82% | $4M | 16.7K |
| 25 | LLYELI LILLY & CO | COM | 0.76% | $3M | 3.6K |
| 26 | ABBVABBVIE INC | COM | 0.76% | $3M | 15.2K |
| 27 | GILDGILEAD SCIENCES INC | COM | 0.74% | $3M | 23.2K |
| 28 | NSCNORFOLK SOUTHN CORP | COM | 0.70% | $3M | 10.6K |
| 29 | TSLATESLA INC | COM | 0.69% | $3M | 8.1K |
| 30 | CHECK POINT SOFTWARE TECH LT | ORD | 0.65% | $3M | 19.8K |
| 31 | RTXRTX CORPORATION | COM | 0.63% | $3M | 14.2K |
| 32 | MPCMARATHON PETE CORP | COM | 0.63% | $3M | 11.2K |
| 33 | MAMASTERCARD INCORPORATED | CL A | 0.63% | $3M | 5.5K |
| 34 | MRKMERCK & CO INC | COM | 0.62% | $3M | 22.2K |
| 35 | KLACKLA CORP | COM NEW | 0.61% | $3M | 1.8K |
| 36 | DBXDROPBOX INC | CL A | 0.61% | $3M | 116.5K |
| 37 | CHVCHEVRON CORPORATION | COM | 0.60% | $3M | 12.6K |
| 38 | BKRBAKER HUGHES COMPANY | CL A | 0.60% | $3M | 42.6K |
| 39 | PGRPROGRESSIVE CORP | COM | 0.59% | $3M | 13.1K |
| 40 | BACBANK AMERICA CORP | COM | 0.59% | $3M | 52.6K |
| 41 | PEPPEPSICO INC | COM | 0.55% | $2M | 15.4K |
| 42 | SCHWSCHWAB CHARLES CORP | COM | 0.54% | $2M | 25.2K |
| 43 | PGPROCTER & GAMBLE CO | COM | 0.53% | $2M | 16.1K |
| 44 | MCDMCDONALDS CORP | COM | 0.48% | $2M | 6.7K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $437M | 240 | Apr 23, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $446M | 231 | Feb 10, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $440M | 230 | Oct 20, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $416M | 226 | Jul 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $382M | 228 | Apr 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $291M | 75 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $280M | 70 | Nov 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $328M | 183 | Aug 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $244M | 68 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $272M | 165 | Feb 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $169M | 57 | Nov 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $200M | 135 | Jul 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $183M | 266 | May 24, 2023 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.