3Chopt Investment Partners, LLC

Q3 2025 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2025
Date filed
10/20/2025
Form type
13F-HR
Num holdings
230
Total value ($000)
$439,501
Net value change ($000)
+23,611 (5.7%)
New positions
14
Sold out positions
10
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/24/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 3,919 17.0%
AAPL 3,668 23.9%
GOOGL 2,991 36.3%
AVGO 1,373 18.2%
VB 1,255 5.5%
GOOGL 1,169 39.9%
KLAC 1,040 201.9%
LLY 1,009 36.5%
TSLA 959 39.1%
BBUS 857 18.1%
Top Reduces (Value $000, Stocks/ETFs)
BMY -1,713 -58.9%
VOO -949 -1.8%
PM -874 -12.6%
MRK -841 -30.8%
OC -706 -100.0%
BRK-B -652 -22.4%
NVR -605 -20.2%
FIS -457 -100.0%
VRTX -451 -20.6%
CI -367 -14.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type