3Chopt Investment Partners, LLC holds a focused book of 274 reported positions worth $532.1M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Wells Fargo & Co and trimmed Philip Morris International. Their largest long position is Vanguard S&P 500 ETF at 12% of the reported non-option book. Cloning the disclosed picks since 2024 would be +32% (+16.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning 3Chopt Investment Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
+5 sectors below the cut, 6% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as 3Chopt Investment Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.1M |
| Prospect Hill Management, LLC | 10 / 80 | $244.4M |
| Mirae Asset Global Investments Co., Ltd. | 69 / 80 | $283.2B |
| Uhlmann Price Securities, LLC | 46 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Trans-Canada Capital Inc. | 10 / 80 | $1.7B |
| MFF Capital Investments Ltd | 11 / 80 | $1.4B |
Ranked by the share of each fund's own book sitting in the names it shares with 3Chopt Investment Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $64.7M | 94.2K | 12.2% | ▲+2.7% Added · +3K sh | |
| 2 | Vanguard Index FDS SMALL CP ETF | $33.6M | 110.9K | 6.3% | ▲+11% Added · +11K sh | |
| 3 | Nvidia Corporation COM | $32.2M | 161.1K | 6.1% | ▲+5.4% Added · +8K sh | |
| 4 | Apple Inc COM | $22.0M | 76.1K | 4.1% | ▲+7.8% Added · +6K sh | |
| 5 | Alphabet Inc CAP STK CL C | $17.5M | 49.5K | 3.3% | ▲+3.5% Added · +2K sh | |
| 6 | Microsoft Corp COM | $11.9M | 31.8K | 2.2% | ▲+18% Added · +5K sh | |
| 7 | Broadcom Inc COM | $10.5M | 27.7K | 2.0% | ▲+2.7% Added · +741 sh | |
| 8 | Berkshire Hathaway Inc Del CL B NEW | $8.8M | 17.6K | 1.7% | ▲+3.5% Added · +602 sh | |
| 9 | Lam Research Corp COM NEW | $7.5M | 17.3K | 1.4% | ▲+3.6% Added · +598 sh | |
| 10 | Meta Platforms Inc CL A | $7.2M | 12.8K | 1.4% | ▲+2.8% Added · +345 sh | |
| 11 | Philip Morris Intl Inc COM | $7.2M | 39.4K | 1.3% | ▼−0.7% Reduced · −280 sh | |
| 12 | Micron Technology Inc COM | $7.1M | 6.1K | 1.3% | ▲+8.5% Added · +479 sh | |
| 13 | Cisco Sys Inc COM | $6.5M | 55.5K | 1.2% | ▲+0.9% Added · +477 sh | |
| 14 | J P Morgan Exchange Traded F BETABUILDRS US | $6.3M | 47.0K | 1.2% | ▼−4.6% Reduced · −2K sh | |
| 15 | Amazon Com Inc COM | $6.1M | 25.7K | 1.2% | ▲+27% Added · +5K sh | |
| 16 | Vanguard Intl Equity Index F ALLWRLD EX US | $6.1M | 72.9K | 1.1% | ▲+1.6% Added · +1K sh | |
| 17 | McKesson Corp COM | $5.8M | 7.7K | 1.1% | ▼−3.0% Reduced · −241 sh | |
| 18 | Vistra Corp COM | $5.8M | 36.6K | 1.1% | ▼−2.0% Reduced · −753 sh | |
| 19 | Johnson & Johnson COM | $5.5M | 21.8K | 1.0% | ▲+1.3% Added · +270 sh | |
| 20 | JPMorgan Chase & Co COM | $5.5M | 16.8K | 1.0% | ▼−4.8% Reduced · −842 sh | |
| 21 | Kla Corp COM NEW | $5.5M | 18.1K | 1.0% | ▲+892% Added · +16K sh | |
| 22 | Altria Group Inc COM | $5.2M | 71.7K | 1.0% | ▼−2.3% Reduced · −2K sh | |
| 23 | Williams Cos Inc COM | $5.0M | 67.1K | 0.9% | ▼−1.4% Reduced · −979 sh | |
| 24 | Eli Lilly & Co COM | $4.8M | 4.0K | 0.9% | ▲+11% Added · +385 sh | |
| 25 | Applied Matls Inc COM | $4.6M | 6.3K | 0.9% | ▲+5.5% Added · +331 sh | |
| 26 | Alphabet Inc CAP STK CL A | $4.5M | 12.7K | 0.9% | ▲+20% Added · +2K sh | |
| 27 | Wells Fargo & Co COM | $4.2M | 50.8K | 0.8% | ▲New New position | |
| 28 | Walmart Inc COM | $4.1M | 36.3K | 0.8% | ▲+3.7% Added · +1K sh | |
| 29 | J P Morgan Exchange Traded F US MOMENTUM | $4.1M | 48.1K | 0.8% | —Held | |
| 30 | Tesla Inc COM | $4.1M | 9.6K | 0.8% | ▲+19% Added · +2K sh | |
| 31 | Vanguard Index FDS SM CP VAL ETF | $4.0M | 16.3K | 0.7% | ▼−2.3% Reduced · −390 sh | |
| 32 | Booking Holdings Inc COM | $3.7M | 20.6K | 0.7% | ▲23× Added · +20K sh | |
| 33 | Ishares TR RUSSELL 2000 ETF | $3.6M | 11.9K | 0.7% | ▲+2.9% Added · +331 sh | |
| 34 | Abbvie Inc COM | $3.6M | 14.2K | 0.7% | ▼−6.9% Reduced · −1K sh | |
| 35 | Norfolk Southn Corp COM | $3.4M | 10.7K | 0.6% | ▲+0.5% Added · +58 sh | |
| 36 | Mastercard Incorporated CL A | $3.2M | 6.2K | 0.6% | ▲+13% Added · +724 sh | |
| 37 | Merck & Co Inc COM | $3.1M | 24.2K | 0.6% | ▲+9.0% Added · +2K sh | |
| 38 | Exxon Mobil Corp COM | $3.1M | 22.8K | 0.6% | ▼−3.0% Reduced · −710 sh | |
| 39 | Progressive Corp COM | $2.9M | 13.5K | 0.6% | ▲+2.6% Added · +343 sh | |
| 40 | Ishares TR CORE MSCI EAFE | $2.9M | 29.7K | 0.5% | —Held | |
| 41 | Gilead Sciences Inc COM | $2.9M | 22.6K | 0.5% | ▼−2.5% Reduced · −584 sh | |
| 42 | Marathon Pete Corp COM | $2.8M | 11.1K | 0.5% | ▼−0.6% Reduced · −62 sh | |
| 43 | RTX Corporation COM | $2.8M | 14.5K | 0.5% | ▲+2.2% Added · +308 sh | |
| 44 | Bank Of Amer Corp COM | $2.7M | 46.8K | 0.5% | ▼−11% Reduced · −6K sh | |
| 45 | Procter & Gamble Co COM | $2.5M | 17.1K | 0.5% | ▲+6.1% Added · +984 sh | |
| 46 | Arch Cap Group Ltd ORD | $2.4M | 24.6K | 0.4% | ▲New New position | |
| 47 | Caterpillar Inc COM | $2.4M | 2.2K | 0.4% | ▲+9.8% Added · +197 sh | |
| 48 | Baker Hughes Company CL A | $2.3M | 41.7K | 0.4% | ▼−2.2% Reduced · −945 sh | |
| 49 | Schwab Charles Corp COM | $2.3M | 24.9K | 0.4% | ▼−1.1% Reduced · −292 sh | |
| 50 | Ishares TR GLOBAL EQUITY | $2.3M | 38.4K | 0.4% | ▼−0.4% Reduced · −173 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1978521/holdings"
Use Arkolith to show 3Chopt Investment Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 274 | $532.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 23d | 240 | $437.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 41d | 231 | $446.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 20d | 230 | $439.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 24d | 226 | $415.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 24d | 228 | $381.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 44d | 75 | $291.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 46d | 70 | $279.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.