3Chopt Investment Partners, LLC

Q2 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
274
Total value ($000)
$532,097
Net value change ($000)
+95,029 (21.7%)
New positions
44
Sold out positions
10
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 9,909 18.1%
VB 7,375 28.1%
NVDA 5,584 21.0%
MU 5,162 270.5%
WFC 4,194 NEW
AAPL 4,111 22.9%
LRCX 3,928 109.9%
GOOGL 3,775 27.6%
KLAC 2,778 103.4%
AMAT 2,518 123.3%
Top Reduces (Value $000, Stocks/ETFs)
DBX -1,590 -60.0%
HON -1,156 -100.0%
MCK -1,054 -15.3%
XOM -870 -21.9%
CHKP -745 -26.3%
CVX -660 -25.3%
PEP -504 -21.0%
NOC -396 -25.8%
GILD -375 -11.6%
MCD -363 -17.5%
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