3Chopt Investment Partners, LLC

Q3 2026 13F-HR Holdings

Location
Richmond, VA
Holdings as of
9/30/2026
Date filed
10/30/2026
Form type
13F-HR
Num holdings
294
Total value ($000)
$557,796
Net value change ($000)
+25,699 (4.8%)
New positions
39
Sold out positions
19
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 6,744 20.9%
AAPL 5,830 26.5%
MSFT 4,034 34.0%
EXXONMOBIL HOLDINGS CORP 3,864 NEW
META 2,210 30.8%
GOOGL 1,722 37.9%
MPC 1,537 53.9%
AMZN 1,510 24.6%
VOO 889 1.4%
MCK 775 13.3%
Top Reduces (Value $000, Stocks/ETFs)
XOM -3,111 -100.0%
KLAC -2,002 -36.6%
MGC -1,840 -100.0%
LRCX -1,578 -21.0%
AMAT -1,206 -26.4%
VB -1,046 -3.1%
VST -980 -16.9%
CTAS -805 -46.9%
BKNG -597 -16.2%
GLW -566 -28.7%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type