3Chopt Investment Partners, LLC

CIK 0001978521 · Q2 2026

13F Equity AUM

$532.1M

+21.7% QoQ

Positions

274

+34 QoQ

AUM Rank

#4,748

Top 38%

Skill Alpha (FF)

+0.4%/yr^ns

No Clear Edge

Rank #2,393 · Top 29%

vs S&P -0.6%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 31.9%Top 10: 40.6%Top 20: 52.2%

VOO12.2%

VB6.3%

NVDA6.1%

AAPL4.1%

GOOG3.3%

MSFT2.2%

AVGO2.0%

BRK/B1.6%

LRCX1.4%

META1.4%

Others (264)59.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services38.4%

Technology25.0%

Healthcare7.0%

Communication Services6.3%

Consumer Cyclical4.9%

Industrials4.8%

Consumer Defensive3.7%

Energy3.4%

Other6.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 274Median: 0.11%Avg: 0.36%

0–0.5%

230(30.8%)

0.5–1%

23(16.0%)

1–3%

16(21.3%)

3–5%

2(7.4%)

5%+

3(24.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 274vs 20 funds

0%Low

274

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New44Increased118Decreased83Exited10

New Positions

WFC0.8%

+51K

ACGL0.5%

+25K

TRVC0.4%

+16K

COF0.4%

+10K

ORCL0.3%

+10K

DWD0.2%

+5K

MRVL0.1%

+2K

BMY0.1%

+12K

PANW0.1%

+2K

HONEYWELL AEROSPACE …0.1%

+3K

Increased

BKNG0.7%

+20K(+2196%)

KLAC1.0%

+16K(+892%)

VO0.3%

+13K(+300%)

VB6.3%

+11K(+11%)

NVDA6.1%

+8K(+5%)

NFLX0.2%

+7K(+123%)

AAPL4.1%

+6K(+8%)

AMZN1.1%

+5K(+27%)

MSFT2.2%

+5K(+18%)

VICI0.1%

+3K(+15%)

Decreased

DBX0.2%

-78,029(-67%)

PLUN0.0%

-34,750(-37%)

BAC0.5%

-5,832(-11%)

CHKP0.4%

-3,948(-20%)

QCOM0.4%

-3,694(-23%)

JGLO0.1%

-3,495(-42%)

BBUS1.2%

-2,287(-5%)

D0.3%

-2,278(-8%)

JAVA0.3%

-2,255(-10%)

JGRO0.2%

-2,199(-15%)

Exited

-5,113

-1,071

-729

-2,928

-7,116

-18,000

-2,888

-8,051

POST

-2,283

COP

-1,635

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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