Institutional Fund
3chopt Investment Partners, LLC
Richmond, VACIK 19785215 filings on record
Portfolio Value
$437.07M
Q1 2026
Holdings
240
Reported positions
New Buys
26
Opened this quarter
QoQ Change
-2.1%
from $446.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds12.5%
- Nvidia Corporation6.1%
- Vanguard Index Fds6.0%
- Apple Inc4.1%
- Alphabet Inc3.1%
- Microsoft Corp2.3%
- Other65.9%
Portfolio Holdings
240 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 91.7K | $54.78M | 12.5% | +6.7K | Added |
| 2 | Nvidia Corporation | 152.8K | $26.65M | 6.1% | +8.6K | Added |
| 3 | Vanguard Index Fds | 100.2K | $26.23M | 6.0% | +3.1K | Added |
| 4 | Apple Inc | 70.6K | $17.91M | 4.1% | +3.8K | Added |
| 5 | Alphabet Inc | 47.8K | $13.70M | 3.1% | +986 | Added |
| 6 | Microsoft Corp | 26.9K | $9.95M | 2.3% | +3.9K | Added |
| 7 | Broadcom Inc | 27.0K | $8.36M | 1.9% | +198 | Added |
| 8 | Berkshire Hathaway Inc Del | 17.0K | $8.12M | 1.9% | +436 | Added |
| 9 | Meta Platforms Inc | 12.4K | $7.10M | 1.6% | +60 | Added |
| 10 | Mckesson Corp | 7.9K | $6.89M | 1.6% | +70 | Added |
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