Filed: 4/23/2026ACC: 0001398344-26-006912
📋 What this filing means
3CHOPT INVESTMENT PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 240 equity positions with a total reported market value of $437.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
240
Positions
$437.07M
Total AUM (reported)
2.68M
Total Shares
Allocation by class
COM$238.00M54.5%
S&P 500 ETF SHS$54.78M12.5%
SMALL CP ETF$26.23M6.0%
CL A$21.20M4.9%
CAP STK CL C$13.70M3.1%
COM NEW$10.25M2.3%
CL B NEW$8.12M1.9%
Portfolio Concentration
Top 3$107.66M24.6%
4–10$72.03M16.5%
11–25$71.50M16.4%
Rest$185.87M42.5%
Top 3 weight
24.6%
Top 10 weight
41.1%
Voting Authority Distribution
Total shares with voting rights: 2.68M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.68M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole240
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings240
Rows:
VANGUARD INDEX FDS
SOLEShares91.67K
TypeSH
Market value$54.78M
12.53%
Sole
0.00
Shared
0.00
None
91.67K
NVIDIA CORPORATION
SOLEShares152.80K
TypeSH
Market value$26.65M
6.10%
Sole
0.00
Shared
0.00
None
152.80K
VANGUARD INDEX FDS
SOLEShares100.16K
TypeSH
Market value$26.23M
6.00%
Sole
0.00
Shared
0.00
None
100.16K
APPLE INC
SOLEShares70.59K
TypeSH
Market value$17.91M
4.10%
Sole
0.00
Shared
0.00
None
70.59K
ALPHABET INC
SOLEShares47.77K
TypeSH
Market value$13.70M
3.14%
Sole
0.00
Shared
0.00
None
47.77K
MICROSOFT CORP
SOLEShares26.89K
TypeSH
Market value$9.95M
2.28%
Sole
0.00
Shared
0.00
None
26.89K
BROADCOM INC
SOLEShares27K
TypeSH
Market value$8.36M
1.91%
Sole
0.00
Shared
0.00
None
27K
BERKSHIRE HATHAWAY INC DEL
SOLEShares16.95K
TypeSH
Market value$8.12M
1.86%
Sole
0.00
Shared
0.00
None
16.95K
META PLATFORMS INC
SOLEShares12.41K
TypeSH
Market value$7.10M
1.62%
Sole
0.00
Shared
0.00
None
12.41K
MCKESSON CORP
SOLEShares7.95K
TypeSH
Market value$6.89M
1.58%
Sole
0.00
Shared
0.00
None
7.95K
PHILIP MORRIS INTL INC
SOLEShares39.66K
TypeSH
Market value$6.62M
1.51%
Sole
0.00
Shared
0.00
None
39.66K
J P MORGAN EXCHANGE TRADED F
SOLEShares49.29K
TypeSH
Market value$5.78M
1.32%
Sole
0.00
Shared
0.00
None
49.29K
VISTRA CORP
SOLEShares37.31K
TypeSH
Market value$5.61M
1.28%
Sole
0.00
Shared
0.00
None
37.31K
VANGUARD INTL EQUITY INDEX F
SOLEShares71.78K
TypeSH
Market value$5.39M
1.23%
Sole
0.00
Shared
0.00
None
71.78K
JOHNSON & JOHNSON
SOLEShares21.51K
TypeSH
Market value$5.26M
1.20%
Sole
0.00
Shared
0.00
None
21.51K
JPMORGAN CHASE & CO
SOLEShares17.62K
TypeSH
Market value$5.18M
1.19%
Sole
0.00
Shared
0.00
None
17.62K
WILLIAMS COS INC
SOLEShares68.05K
TypeSH
Market value$4.95M
1.13%
Sole
0.00
Shared
0.00
None
68.05K
ALTRIA GROUP INC
SOLEShares73.31K
TypeSH
Market value$4.92M
1.12%
Sole
0.00
Shared
0.00
None
73.31K
WALMART INC
SOLEShares35K
TypeSH
Market value$4.36M
1.00%
Sole
0.00
Shared
0.00
None
35K
CISCO SYS INC
SOLEShares54.98K
TypeSH
Market value$4.27M
0.98%
Sole
0.00
Shared
0.00
None
54.98K
AMAZON COM INC
SOLEShares20.25K
TypeSH
Market value$4.22M
0.96%
Sole
0.00
Shared
0.00
None
20.25K
EXXON MOBIL CORP
SOLEShares23.47K
TypeSH
Market value$3.98M
0.91%
Sole
0.00
Shared
0.00
None
23.47K
BOOKING HOLDINGS INC
SOLEShares898.00
TypeSH
Market value$3.78M
0.87%
Sole
0.00
Shared
0.00
None
898.00
VANGUARD INDEX FDS
SOLEShares16.68K
TypeSH
Market value$3.62M
0.83%
Sole
0.00
Shared
0.00
None
16.68K
LAM RESEARCH CORP
SOLEShares16.70K
TypeSH
Market value$3.57M
0.82%
Sole
0.00
Shared
0.00
None
16.70K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 91.67K | SH | $54.78M 12.53% | 0.00 | 0.00 | 91.67K |
NVIDIA CORPORATIONSOLE | COM | 152.80K | SH | $26.65M 6.10% | 0.00 | 0.00 | 152.80K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 100.16K | SH | $26.23M 6.00% | 0.00 | 0.00 | 100.16K |
APPLE INCSOLE | COM | 70.59K | SH | $17.91M 4.10% | 0.00 | 0.00 | 70.59K |
ALPHABET INCSOLE | CAP STK CL C | 47.77K | SH | $13.70M 3.14% | 0.00 | 0.00 | 47.77K |
MICROSOFT CORPSOLE | COM | 26.89K | SH | $9.95M 2.28% | 0.00 | 0.00 | 26.89K |
BROADCOM INCSOLE | COM | 27K | SH | $8.36M 1.91% | 0.00 | 0.00 | 27K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 16.95K | SH | $8.12M 1.86% | 0.00 | 0.00 | 16.95K |
META PLATFORMS INCSOLE | CL A | 12.41K | SH | $7.10M 1.62% | 0.00 | 0.00 | 12.41K |
MCKESSON CORPSOLE | COM | 7.95K | SH | $6.89M 1.58% | 0.00 | 0.00 | 7.95K |
PHILIP MORRIS INTL INCSOLE | COM | 39.66K | SH | $6.62M 1.51% | 0.00 | 0.00 | 39.66K |
J P MORGAN EXCHANGE TRADED FSOLE | BETABUILDRS US | 49.29K | SH | $5.78M 1.32% | 0.00 | 0.00 | 49.29K |
VISTRA CORPSOLE | COM | 37.31K | SH | $5.61M 1.28% | 0.00 | 0.00 | 37.31K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 71.78K | SH | $5.39M 1.23% | 0.00 | 0.00 | 71.78K |
JOHNSON & JOHNSONSOLE | COM | 21.51K | SH | $5.26M 1.20% | 0.00 | 0.00 | 21.51K |
JPMORGAN CHASE & COSOLE | COM | 17.62K | SH | $5.18M 1.19% | 0.00 | 0.00 | 17.62K |
WILLIAMS COS INCSOLE | COM | 68.05K | SH | $4.95M 1.13% | 0.00 | 0.00 | 68.05K |
ALTRIA GROUP INCSOLE | COM | 73.31K | SH | $4.92M 1.12% | 0.00 | 0.00 | 73.31K |
WALMART INCSOLE | COM | 35K | SH | $4.36M 1.00% | 0.00 | 0.00 | 35K |
CISCO SYS INCSOLE | COM | 54.98K | SH | $4.27M 0.98% | 0.00 | 0.00 | 54.98K |
AMAZON COM INCSOLE | COM | 20.25K | SH | $4.22M 0.96% | 0.00 | 0.00 | 20.25K |
EXXON MOBIL CORPSOLE | COM | 23.47K | SH | $3.98M 0.91% | 0.00 | 0.00 | 23.47K |
BOOKING HOLDINGS INCSOLE | COM | 898.00 | SH | $3.78M 0.87% | 0.00 | 0.00 | 898.00 |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 16.68K | SH | $3.62M 0.83% | 0.00 | 0.00 | 16.68K |
LAM RESEARCH CORPSOLE | COM NEW | 16.70K | SH | $3.57M 0.82% | 0.00 | 0.00 | 16.70K |
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