3Chopt Investment Partners, LLC holds a focused book of 274 stocks worth $532.1M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Wells Fargo & Co and trimmed Philip Morris International. Their largest long position is Vanguard S&P 500 ETF at 12% of the equity book. Cloning the disclosed picks since 2024 would be +27% (+15.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
The reported book (valued from quarter-end) returned +29.2%, a 2.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning 3Chopt Investment Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
70% mapped to company sectors
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, no cost basis
Other tracked managers holding the same core names as 3Chopt Investment Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $651.8B |
| JPMORGAN CHASE & CO | 80 / 80 | $649.9B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $446.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $177.4B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $175.6B |
| AMERIPRISE FINANCIAL INC | 80 / 80 | $160.7B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $113.7B |
| LPL Financial LLC | 80 / 80 | $74.6B |
Ranked by how many of 3Chopt Investment Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 274 | $532.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 240 | $437.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 231 | $446.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 20, 2025 | 230 | $439.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 24, 2025 | 226 | $415.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 24, 2025 | 228 | $381.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 75 | $291.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 70 | $279.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.