SEC 13F Intelligence

Managers / Q1 2026

3Chopt Investment Partners, LLC

CIK 0001978521 · 1801 LIBBIE AVENUE, SUITE 106, RICHMOND, VA, 23226 · 801-401-1840

Reported Value
$437M
Q1 2026
Positions
240
Filings on Record
14
2019–present window
Filed
Apr 23, 2026
original filing

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

Turnover
+6.3%
vs prior filed quarter
Top-10 Concentration
+41.1%
share of reported value
Largest Position
+12.5%
Vanguard Index Fds
New / Exited
26 / 17
positions this quarter

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

13F Reported Value
Q1 ’23: $183MQ1 ’23Q2 ’23: $200MQ3 ’23: $169MQ3 ’23Q4 ’23: $272MQ1 ’24: $244MQ1 ’24Q2 ’24: $328MQ3 ’24: $280MQ3 ’24Q4 ’24: $291MQ1 ’25: $382MQ1 ’25Q2 ’25: $416MQ3 ’25: $440MQ3 ’25Q4 ’25: $446MQ1 ’26: $437MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 67.9%ETP: 30.2%Other: 1.5%REIT: 0.4%MLP: 0.1%Other: 0.1%
  • 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)

IssuerMoveShare ΔShares nowValue ΔValue now
KMIKINDER MORGAN INC DELNEW+9.7K9.7K+$326,079$326,079
MEDPMEDPACE HLDGS INCNEW+646646+$310,203$310,203
TOTALENERGIES SENEW+3.2K3.2K+$291,409$291,409
WDCWESTERN DIGITAL CORPNEW+1.1K1.1K+$288,883$288,883
WATTENERGOUS CORPNEW+18.0K18.0K+$282,420$282,420
EPDENTERPRISE PRODS PARTNERS LNEW+7.1K7.1K+$269,269$269,269
MLIMUELLER INDS INCNEW+2.3K2.3K+$257,610$257,610
AMXAMERICA MOVIL SAB DE CVNEW+9.6K9.6K+$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

44 positions
#IssuerClass% PortfolioValueShares
1VANGUARD INDEX FDSS&P 500 ETF SHS · SMALL CP ETF · SM CP VAL ETF19.36%$85M208.5K
2NVDANVIDIA CORPORATIONhistory →COM6.10%$27M152.8K
3AAPLAPPLE INChistory →COM4.10%$18M70.6K
4GOOGALPHABET INCCAP STK CL C · CAP STK CL A3.83%$17M58.3K
5BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW · CL A2.35%$10M17.0K
6MSFTMICROSOFT CORPhistory →COM2.28%$10M26.9K
7J P MORGAN EXCHANGE TRADED FBETABUILDRS US · US MOMENTUM2.07%$9M97.4K
8AVGOBROADCOM INChistory →COM1.91%$8M27.0K
9METAMETA PLATFORMS INChistory →CL A1.62%$7M12.4K
10MCKMCKESSON CORPhistory →COM1.58%$7M7.9K
114I1PHILIP MORRIS INTL INChistory →COM1.51%$7M39.7K
12VSTVISTRA CORPhistory →COM1.28%$6M37.3K
13ISHARES TRRUSSELL 2000 ETF · CORE MSCI EAFE1.27%$6M41.3K
14VANGUARD INTL EQUITY INDEX FALLWRLD EX US1.23%$5M71.8K
15JNJJOHNSON & JOHNSONhistory →COM1.20%$5M21.5K
16JPMJPMORGAN CHASE & COhistory →COM1.19%$5M17.6K
17WMBWILLIAMS COS INChistory →COM1.13%$5M68.0K
18MOALTRIA GROUP INChistory →COM1.12%$5M73.3K
19WMTWALMART INCCOM1.00%$4M35.0K
20CSCOCISCO SYS INCCOM0.98%$4M55.0K
21AMZNAMAZON COM INCCOM0.96%$4M20.2K
22EXMOCEXXON MOBIL CORPCOM0.91%$4M23.5K
23BKNGBOOKING HOLDINGS INCCOM0.87%$4M898
24LRCXLAM RESEARCH CORPCOM NEW0.82%$4M16.7K
25LLYELI LILLY & COCOM0.76%$3M3.6K
26ABBVABBVIE INCCOM0.76%$3M15.2K
27GILDGILEAD SCIENCES INCCOM0.74%$3M23.2K
28NSCNORFOLK SOUTHN CORPCOM0.70%$3M10.6K
29TSLATESLA INCCOM0.69%$3M8.1K
30CHECK POINT SOFTWARE TECH LTORD0.65%$3M19.8K
31RTXRTX CORPORATIONCOM0.63%$3M14.2K
32MPCMARATHON PETE CORPCOM0.63%$3M11.2K
33MAMASTERCARD INCORPORATEDCL A0.63%$3M5.5K
34MRKMERCK & CO INCCOM0.62%$3M22.2K
35KLACKLA CORPCOM NEW0.61%$3M1.8K
36DBXDROPBOX INCCL A0.61%$3M116.5K
37CHVCHEVRON CORPORATIONCOM0.60%$3M12.6K
38BKRBAKER HUGHES COMPANYCL A0.60%$3M42.6K
39PGRPROGRESSIVE CORPCOM0.59%$3M13.1K
40BACBANK AMERICA CORPCOM0.59%$3M52.6K
41PEPPEPSICO INCCOM0.55%$2M15.4K
42SCHWSCHWAB CHARLES CORPCOM0.54%$2M25.2K
43PGPROCTER & GAMBLE COCOM0.53%$2M16.1K
44MCDMCDONALDS CORPCOM0.48%$2M6.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$437M240Apr 23, 202613F-HRchanges · EDGAR ↗
Q4 2025$446M231Feb 10, 202613F-HRchanges · EDGAR ↗
Q3 2025$440M230Oct 20, 202513F-HRchanges · EDGAR ↗
Q2 2025$416M226Jul 24, 202513F-HRchanges · EDGAR ↗
Q1 2025$382M228Apr 24, 202513F-HRchanges · EDGAR ↗
Q4 2024$291M75Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$280M70Nov 15, 202413F-HRchanges · EDGAR ↗
Q2 2024$328M183Aug 22, 202413F-HRchanges · EDGAR ↗
Q1 2024$244M68May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$272M165Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$169M57Nov 15, 202313F-HRchanges · EDGAR ↗
Q2 2023$200M135Jul 26, 202313F-HRchanges · EDGAR ↗
Q1 2023$183M266May 24, 202313F-HRchanges · 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 ↗.