3Chopt Investment Partners, LLC

Q4 2025 13F-HR Holdings

Location
Richmond, VA
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
231
Total value ($000)
$446,313
Net value change ($000)
+6,812 (1.5%)
New positions
13
Sold out positions
12
Turnover %
1.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/20/2025 Next filing: 4/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 3,441 30.6%
VOO 2,882 5.7%
LRCX 1,049 59.5%
VB 782 3.2%
VONV 720 NEW
MU 690 77.4%
KLAC 654 42.1%
MA 511 22.8%
CSCO 469 12.5%
JNJ 469 11.5%
Top Reduces (Value $000, Stocks/ETFs)
VST -1,958 -23.9%
EOG -975 -54.5%
AAPL -840 -4.4%
ORCL -788 -28.7%
ADBE -768 -51.8%
AMZN -701 -13.0%
GOOGL -650 -15.9%
MO -568 -11.6%
MSFT -553 -4.7%
BMY -538 -45.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type