2026 Q1 Portfolio Activity
In 2026 Q1, 3Chopt Investment Partners, LLC maintained a portfolio of 257 distinct positions. The most significant new addition was KINDER MORGAN INC DEL, now representing 0.07% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 7.8%. Conversely, 3Chopt Investment Partners, LLC completely exited their position in WELLS FARGO CO NEW.
Position History
hover any row below to update
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Total Positions
257
Quarter
2026 Q1
Top Holding
VOO (12.5%)
Top 10 Concentration
41.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 257
3Chopt Investment Partners, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 12.53% | 11.95% |
#1
Prev: #1
|
8.0 |
—
|
6,656 | 7.8% |
P
S
|
91,667 | $54,775,788 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.10% | 6.03% |
#2
Prev: #2
|
5.9 |
—
|
8,592 | 6.0% |
P
S
|
152,799 | $26,649,575 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 6.00% | 5.61% |
#3
Prev: #3
|
3.9 |
—
|
3,141 | 3.2% |
P
S
|
100,163 | $26,234,607 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AAPL
APPLE INC
|
Technology | 4.10% | 4.07% |
#4
Prev: #4
|
4.1 |
—
|
3,757 | 5.6% |
P
S
|
70,587 | $17,914,373 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.14% | 3.29% |
#5
Prev: #5
|
2.3 |
—
|
986 | 2.1% |
P
S
|
47,767 | $13,702,442 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.28% | 2.50% |
#6
Prev: #6
|
2.9 |
—
|
3,855 | 16.7% |
P
S
|
26,892 | $9,954,743 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.91% | 2.08% |
#7
Prev: #7
|
1.3 |
—
|
198 | 0.7% |
P
S
|
26,997 | $8,355,841 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.86% | 1.86% |
#8
Prev: #8
|
1.2 |
—
|
436 | 2.6% |
P
S
|
16,951 | $8,122,919 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.62% | 1.83% |
#9
Prev: #9
|
1.1 |
—
|
60 | 0.5% |
P
S
|
12,408 | $7,099,002 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 1.58% | 1.45% |
#10
1
Prev: #11
|
1.1 |
—
|
70 | 0.9% |
P
S
|
7,949 | $6,885,302 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 1.51% | 1.46% |
#11
1
Prev: #10
|
1.1 |
—
|
-610 | -1.5% |
P
S
|
39,663 | $6,616,324 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BBUS
J P MORGAN EXCH...
|
ETF | 1.32% | 1.34% |
#12
1
Prev: #13
|
1.0 |
—
|
926 | 1.9% |
P
S
|
49,292 | $5,776,037 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VST
VISTRA CORP
|
Utilities | 1.28% | 1.39% |
#13
1
Prev: #12
|
1.0 |
—
|
-1,260 | -3.3% |
P
S
|
37,306 | $5,608,211 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 1.23% | 1.17% |
#14
1
Prev: #15
|
1.0 |
—
|
1,066 | 1.5% |
P
S
|
71,784 | $5,390,969 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.20% | 1.02% |
#15
4
Prev: #19
|
1.0 |
—
|
-555 | -2.5% |
P
S
|
21,506 | $5,256,806 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.19% | 1.29% |
#16
2
Prev: #14
|
1.0 |
—
|
-244 | -1.4% |
P
S
|
17,618 | $5,182,511 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 1.13% | 0.91% |
#17
5
Prev: #22
|
1.0 |
—
|
838 | 1.2% |
P
S
|
68,045 | $4,952,336 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 1.12% | 0.97% |
#18
2
Prev: #20
|
0.9 |
—
|
-237 | -0.3% |
P
S
|
73,310 | $4,915,346 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 1.00% | 0.84% |
#19
5
Prev: #24
|
0.9 |
—
|
1,382 | 4.1% |
P
S
|
34,998 | $4,358,050 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CSCO
CISCO SYS INC
|
Technology | 0.98% | 0.94% |
#20
1
Prev: #21
|
0.9 |
—
|
234 | 0.4% |
P
S
|
54,982 | $4,266,022 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.96% | 1.05% |
#21
3
Prev: #18
|
0.9 |
—
|
3 | 0.0% |
P
S
|
20,247 | $4,216,843 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.91% | 0.61% |
#22
19
Prev: #41
|
0.9 |
—
|
667 | 2.9% |
P
S
|
23,466 | $3,981,218 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 0.87% | 1.07% |
#23
7
Prev: #16
|
0.8 |
—
|
6 | 0.7% |
P
S
|
898 | $3,780,867 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.83% | 0.76% |
#24
6
Prev: #30
|
0.8 |
—
|
723 | 4.5% |
P
S
|
16,684 | $3,624,599 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.82% | 0.63% |
#25
13
Prev: #38
|
0.8 |
—
|
302 | 1.8% |
P
S
|
16,701 | $3,572,632 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.76% | 0.87% |
#26
3
Prev: #23
|
0.8 |
—
|
31 | 0.9% |
P
S
|
3,629 | $3,337,845 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.76% | 0.80% |
#27
Prev: #27
|
0.8 |
—
|
-296 | -1.9% |
P
S
|
15,238 | $3,314,113 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
JMOM
J P MORGAN EXCH...
|
Bond/Debt | 0.75% | 0.73% |
#28
3
Prev: #31
|
1.3 |
—
|
no change | no change |
P
S
|
48,059 | $3,264,167 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.74% | 0.65% |
#29
6
Prev: #35
|
0.8 |
—
|
-417 | -1.8% |
P
S
|
23,155 | $3,227,112 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 0.70% | 0.67% |
#30
3
Prev: #33
|
0.8 |
—
|
248 | 2.4% |
P
S
|
10,613 | $3,045,803 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.69% | 0.77% |
#31
2
Prev: #29
|
0.8 |
—
|
-465 | -4.2% |
P
S
|
10,549 | $3,033,470 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.69% | 0.80% |
#32
6
Prev: #26
|
0.8 |
—
|
142 | 1.8% |
P
S
|
8,113 | $3,016,008 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IWM
ISHARES TR
|
ETF | 0.66% | 0.64% |
#33
3
Prev: #36
|
0.8 |
—
|
-9 | -0.1% |
P
S
|
11,560 | $2,866,880 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CHKP
CHECK POINT SOF...
|
Technology | 0.65% | 0.83% |
#34
9
Prev: #25
|
0.8 |
—
|
-146 | -0.7% |
P
S
|
19,796 | $2,827,859 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.63% | 0.58% |
#35
9
Prev: #44
|
0.8 |
—
|
14 | 0.1% |
P
S
|
14,222 | $2,743,424 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MPC
MARATHON PETE C...
|
Energy | 0.63% | 0.42% |
#36
23
Prev: #59
|
0.8 |
—
|
-291 | -2.5% |
P
S
|
11,209 | $2,736,955 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.63% | 0.62% |
#37
3
Prev: #40
|
2.3 |
—
|
653 | 13.6% |
P
S
|
5,468 | $2,732,141 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
IEFA
ISHARES TR
|
ETF | 0.62% | 0.60% |
#38
5
Prev: #43
|
0.7 |
—
|
-150 | -0.5% |
P
S
|
29,742 | $2,692,543 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.62% | 0.51% |
#39
8
Prev: #47
|
0.7 |
—
|
676 | 3.1% |
P
S
|
22,194 | $2,688,136 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
KLAC
KLA CORP
|
Technology | 0.61% | 0.49% |
#40
9
Prev: #49
|
0.7 |
—
|
7 | 0.4% |
P
S
|
1,825 | $2,687,148 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
DBX
DROPBOX INC
|
Technology | 0.61% | 0.79% |
#41
13
Prev: #28
|
0.7 |
—
|
-10,900 | -8.6% |
P
S
|
116,548 | $2,647,971 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.60% | 0.42% |
#42
18
Prev: #60
|
0.7 |
—
|
441 | 3.6% |
P
S
|
12,624 | $2,611,817 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BKR
BAKER HUGHES CO...
|
Energy | 0.60% | 0.44% |
#43
14
Prev: #57
|
0.7 |
—
|
-77 | -0.2% |
P
S
|
42,602 | $2,600,852 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 0.59% | 0.66% |
#44
10
Prev: #34
|
0.7 |
—
|
245 | 1.9% |
P
S
|
13,113 | $2,599,567 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.59% | 0.62% |
#45
6
Prev: #39
|
0.7 |
—
|
1,995 | 3.9% |
P
S
|
52,589 | $2,563,733 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
PEP
PEPSICO INC
|
Consumer Defensive | 0.55% | 0.48% |
#46
4
Prev: #50
|
0.7 |
—
|
574 | 3.9% |
P
S
|
15,435 | $2,396,901 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.54% | 0.53% |
#47
1
Prev: #46
|
2.2 |
—
|
1,347 | 5.6% |
P
S
|
25,233 | $2,371,375 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.53% | 0.54% |
#48
3
Prev: #45
|
0.7 |
—
|
-580 | -3.5% |
P
S
|
16,113 | $2,327,350 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 0.49% | 0.51% |
#49
1
Prev: #48
|
1.2 |
—
|
no change | no change |
P
S
|
3 | $2,154,420 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.48% | 0.47% |
#50
1
Prev: #51
|
0.7 |
—
|
-133 | -2.0% |
P
S
|
6,684 | $2,077,320 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-23 |
Showing 1-50 of 257 holdings