Institutional Manager · CIK 0001978521
3Chopt Investment Partners, LLC
Richmond, VA · File #028-23280
Latest AUM
$446.3M
Positions
231
Top-10 Concentration
55.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025231 pos · $446.3M
- 13F HOLDINGS REPORTQ/E Sep 2025230 pos · $439.5M
- 13F HOLDINGS REPORTQ/E Jun 2025226 pos · $415.9M
- 13F HOLDINGS REPORTQ/E Mar 2025228 pos · $381.7M
- 13F HOLDINGS REPORTQ/E Dec 202475 pos · $291.2M
- 13F HOLDINGS REPORTQ/E Sep 202470 pos · $279.7M
- 13F HOLDINGS REPORTQ/E Jun 2024183 pos · $327.6M
- 13F HOLDINGS REPORTQ/E Mar 202468 pos · $243.5M
- 13F HOLDINGS REPORTQ/E Dec 202357 pos · $169.4M
- 13F HOLDINGS REPORTQ/E Sep 2023135 pos · $199.8M
- 13F HOLDINGS REPORTQ/E Jun 2023266 pos · $183.0M
- 13F HOLDINGS REPORTQ/E Jun 2023141 pos · $187.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 85,011 | $53.3M | 16.41% |
| 2 | NVIDIA CORPORATION | NVDA | 144,207 | $26.9M | 8.28% |
| 3 | VANGUARD INDEX FDS | 922908751 | 97,022 | $25.0M | 7.70% |
| 4 | APPLE INC | AAPL | 66,830 | $18.2M | 5.59% |
| 5 | ALPHABET INC | GOOG | 46,781 | $14.7M | 4.52% |
| 6 | MICROSOFT CORP | MSFT | 23,037 | $11.1M | 3.43% |
| 7 | BROADCOM INC | AVGO | 26,799 | $9.3M | 2.86% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 16,515 | $8.3M | 2.56% |
| 9 | META PLATFORMS INC | META | 12,348 | $8.2M | 2.51% |
| 10 | PHILIP MORRIS INTL INC | 718172109 | 40,273 | $6.5M | 2.01% |
| 11 | MCKESSON CORP | MCK | 7,879 | $6.5M | 1.99% |
| 12 | VISTRA CORP | VST | 38,566 | $6.2M | 1.92% |
| 13 | J P MORGAN EXCHANGE TRADED F | 46641Q399 | 48,366 | $6.0M | 1.84% |
| 14 | JPMORGAN CHASE & CO. | VYLD | 17,862 | $5.8M | 1.77% |
| 15 | VANGUARD INTL EQUITY INDEX F | 922042775 | 70,718 | $5.2M | 1.60% |
| 16 | BOOKING HOLDINGS INC | BKNG | 892 | $4.8M | 1.47% |
| 17 | WELLS FARGO CO NEW | 949746101 | 50,523 | $4.7M | 1.45% |
| 18 | AMAZON COM INC | AMZN | 20,244 | $4.7M | 1.44% |
| 19 | JOHNSON & JOHNSON | JNJ | 22,061 | $4.6M | 1.41% |
| 20 | ALTRIA GROUP INC | MO | 73,547 | $4.3M | 1.33% |