2026 Q3 Portfolio Activity
In 2026 Q3, 3Chopt Investment Partners, LLC maintained a portfolio of 312 distinct positions. The most significant new addition was CARNIVAL CORP LTD, now representing 0.09% of the total fund value. They heavily accumulated shares in NVIDIA CORPORATION, increasing the position by 5.8%.
Position History
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Total Positions
312
Quarter
2026 Q3
Top Holding
VOO (11.8%)
Top 10 Concentration
42.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 312
3Chopt Investment Partners, LLC Full Holdings List — 2026 Q3
| 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 | 11.76% | 12.16% |
#1
Prev: #1
|
6.5 |
—
|
-619 | -0.7% |
P
S
|
93,562 | $65,574,018 |
$411.35
+68.9%
|
2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.99% | 6.06% |
#2
1
Prev: #3
|
6.3 |
—
|
9,397 | 5.8% |
P
S
|
170,495 | $38,977,995 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 5.84% | 6.32% |
#3
1
Prev: #2
|
3.8 |
—
|
3,581 | 3.2% |
P
S
|
114,466 | $32,564,470 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
AAPL
APPLE INC
|
Technology | 4.99% | 4.14% |
#4
Prev: #4
|
4.5 |
—
|
7,528 | 9.9% |
P
S
|
83,645 | $27,855,367 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 3.13% | 3.28% |
#5
Prev: #5
|
2.3 |
—
|
1,714 | 3.5% |
P
S
|
51,178 | $17,438,392 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.85% | 2.23% |
#6
Prev: #6
|
1.6 |
—
|
-803 | -2.5% |
P
S
|
30,980 | $15,889,628 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.82% | 1.97% |
#7
Prev: #7
|
1.2 |
—
|
1,183 | 4.3% |
P
S
|
28,921 | $10,156,766 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.68% | 1.35% |
#8
2
Prev: #10
|
1.2 |
—
|
200 | 1.6% |
P
S
|
12,953 | $9,392,966 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.59% | 1.65% |
#9
1
Prev: #8
|
1.1 |
—
|
237 | 1.4% |
P
S
|
17,790 | $8,858,690 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 1.41% | 1.35% |
#10
1
Prev: #11
|
1.1 |
—
|
1,722 | 4.4% |
P
S
|
41,105 | $7,843,663 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.37% | 1.15% |
#11
4
Prev: #15
|
2.5 |
—
|
4,943 | 19.2% |
P
S
|
30,683 | $7,644,669 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.24% | 1.33% |
#12
Prev: #12
|
2.5 |
—
|
388 | 6.3% |
P
S
|
6,513 | $6,937,061 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 1.18% | 1.10% |
#13
4
Prev: #17
|
1.0 |
—
|
20 | 0.3% |
P
S
|
7,728 | $6,605,561 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
BBUS
J P MORGAN EXCH...
|
ETF | 1.16% | 1.19% |
#14
Prev: #14
|
1.0 |
—
|
97 | 0.2% |
P
S
|
47,102 | $6,480,293 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.12% | 0.85% |
#15
11
Prev: #26
|
2.9 |
—
|
5,495 | 43.3% |
P
S
|
18,192 | $6,259,503 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 1.11% | 1.15% |
#16
Prev: #16
|
0.9 |
—
|
1,983 | 2.7% |
P
S
|
74,895 | $6,214,014 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
CSCO
CISCO SYS INC
|
Technology | 1.11% | 1.22% |
#17
4
Prev: #13
|
0.9 |
—
|
1,853 | 3.3% |
P
S
|
57,312 | $6,168,483 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 1.08% | 1.04% |
#18
1
Prev: #19
|
0.9 |
—
|
942 | 4.3% |
P
S
|
22,718 | $6,014,273 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 1.06% | 1.41% |
#19
10
Prev: #9
|
0.9 |
—
|
712 | 4.1% |
P
S
|
18,011 | $5,922,714 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.04% | 1.03% |
#20
Prev: #20
|
0.9 |
—
|
732 | 4.4% |
P
S
|
17,508 | $5,792,172 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.91% | 0.98% |
#21
1
Prev: #22
|
0.9 |
—
|
2,836 | 4.0% |
P
S
|
74,486 | $5,097,917 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.90% | 0.90% |
#22
2
Prev: #24
|
2.4 |
—
|
335 | 8.3% |
P
S
|
4,349 | $5,032,141 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
VST
VISTRA CORP
|
Utilities | 0.86% | 1.09% |
#23
5
Prev: #18
|
0.8 |
—
|
-1,726 | -4.7% |
P
S
|
34,827 | $4,818,315 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 0.82% | 0.94% |
#24
1
Prev: #23
|
0.8 |
—
|
57 | 0.1% |
P
S
|
67,123 | $4,562,370 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
MPC
MARATHON PETE C...
|
Energy | 0.79% | 0.54% |
#25
17
Prev: #42
|
0.8 |
—
|
-52 | -0.5% |
P
S
|
11,095 | $4,387,049 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.73% | 0.79% |
#26
1
Prev: #27
|
0.8 |
—
|
431 | 0.8% |
P
S
|
51,182 | $4,097,106 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.72% | 0.67% |
#27
7
Prev: #34
|
2.3 |
—
|
1,183 | 8.3% |
P
S
|
15,374 | $4,021,772 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
JMOM
J P MORGAN EXCH...
|
Bond/Debt | 0.72% | 0.77% |
#28
1
Prev: #29
|
1.3 |
—
|
no change | no change |
P
S
|
48,059 | $4,005,718 | 2024 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.72% | 0.76% |
#29
1
Prev: #30
|
2.3 |
—
|
1,639 | 17.0% |
P
S
|
11,281 | $4,002,612 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 0.69% | 0.77% |
#30
2
Prev: #28
|
0.8 |
—
|
910 | 2.5% |
P
S
|
37,193 | $3,865,097 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
XOM
EXXONMOBIL HOLD...
|
Energy | 0.69% | 0.58% |
#31
7
Prev: #38
|
0.8 |
—
|
985 | 4.3% |
P
S
|
23,741 | $3,863,825 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.68% | 0.59% |
#32
5
Prev: #37
|
2.3 |
—
|
1,771 | 7.3% |
P
S
|
25,969 | $3,795,749 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.67% | 0.74% |
#33
2
Prev: #31
|
1.3 |
—
|
no change | no change |
P
S
|
16,294 | $3,764,403 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.64% | 0.60% |
#34
2
Prev: #36
|
2.3 |
—
|
318 | 5.1% |
P
S
|
6,510 | $3,590,100 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
KLAC
KLA CORP
|
Technology | 0.62% | 1.03% |
#35
14
Prev: #21
|
0.7 |
—
|
-350 | -1.9% |
P
S
|
17,763 | $3,462,609 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
GILD
GILEAD SCIENCES...
|
Healthcare | 0.61% | 0.54% |
#36
5
Prev: #41
|
0.7 |
—
|
180 | 0.8% |
P
S
|
22,751 | $3,390,991 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.60% | 0.86% |
#37
12
Prev: #25
|
0.7 |
—
|
253 | 4.0% |
P
S
|
6,561 | $3,355,213 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
NSC
NORFOLK SOUTHN ...
|
Industrials | 0.59% | 0.63% |
#38
3
Prev: #35
|
0.7 |
—
|
51 | 0.5% |
P
S
|
10,722 | $3,313,078 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
IWM
ISHARES TR
|
ETF | 0.59% | 0.67% |
#39
6
Prev: #33
|
0.7 |
—
|
-18 | -0.2% |
P
S
|
11,873 | $3,299,388 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
BKNG
BOOKING HOLDING...
|
Consumer Cyclical | 0.55% | 0.69% |
#40
8
Prev: #32
|
0.7 |
—
|
-1,727 | -8.4% |
P
S
|
18,892 | $3,077,631 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
IEFA
ISHARES TR
|
ETF | 0.52% | 0.54% |
#41
1
Prev: #40
|
1.2 |
—
|
no change | no change |
P
S
|
29,742 | $2,881,405 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 0.51% | 0.55% |
#42
3
Prev: #39
|
0.7 |
—
|
149 | 1.1% |
P
S
|
13,605 | $2,820,497 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.50% | 0.52% |
#43
Prev: #43
|
0.7 |
—
|
498 | 3.4% |
P
S
|
15,028 | $2,789,948 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.48% | 0.37% |
#44
15
Prev: #59
|
2.2 |
—
|
1,251 | 10.6% |
P
S
|
13,025 | $2,659,734 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 0.45% | 0.47% |
#45
Prev: #45
|
0.7 |
—
|
240 | 1.4% |
P
S
|
17,337 | $2,518,707 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
SCHW
CHARLES SCHWAB ...
|
Financial Services | 0.45% | 0.43% |
#46
3
Prev: #49
|
0.7 |
—
|
649 | 2.6% |
P
S
|
25,590 | $2,501,183 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
BAC
BANK OF AMER CO...
|
Financial Services | 0.45% | 0.50% |
#47
3
Prev: #44
|
0.7 |
—
|
-879 | -1.9% |
P
S
|
45,878 | $2,497,119 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
C
CITIGROUP INC
|
Financial Services | 0.43% | 0.42% |
#48
5
Prev: #53
|
2.2 |
—
|
2,725 | 17.2% |
P
S
|
18,588 | $2,406,769 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
V
VISA INC
|
Financial Services | 0.42% | 0.39% |
#49
6
Prev: #55
|
2.2 |
—
|
532 | 8.8% |
P
S
|
6,585 | $2,366,188 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-30 | |||
|
GLOF
ISHARES TR
|
ETF | 0.41% | 0.42% |
#50
Prev: #50
|
0.7 |
—
|
-280 | -0.7% |
P
S
|
38,089 | $2,310,098 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-30 |
Showing 1-50 of 312 holdings