3Chopt Investment Partners, LLC

Q1 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
240
Total value ($000)
$437,068
Net value change ($000)
-9,245 (-2.1%)
New positions
26
Sold out positions
17
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VOO 1,463 2.7%
XOM 1,237 45.1%
VB 1,208 4.8%
WMB 912 22.6%
MPC 867 46.4%
LRCX 762 27.1%
CVX 755 40.7%
JNJ 692 15.2%
BKR 657 33.8%
CTAS 647 63.1%
Top Reduces (Value $000, Stocks/ETFs)
WFC -4,709 -100.0%
COF -2,820 -100.0%
ACGL -2,703 -100.0%
ORCL -1,961 -100.0%
C -1,723 -100.0%
MSFT -1,186 -10.6%
QCOM -1,083 -34.7%
META -1,052 -12.9%
BKNG -996 -20.8%
GOOGL -978 -6.7%
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