3Chopt Investment Partners, LLC

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CIK 1978521

13F portfolio (2026-Q1)

$437M

Positions

240

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

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As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

240

Top 5

31.9%

Top 10

41.1%

Effective N

32.4

HHI

0.031

This quarter

26 new · 0 exit →

By sector

Unclassified30.7%

Information Technology21.2%

Financials8.2%

Industrials7.6%

Consumer Discretionary7.5%

Communication Services6.3%

Health Care5.4%

Utilities3.9%

Other9.3%

By market cap

Mega (>$200B)40.8%

Unknown31.6%

Large ($10–200B)26.7%

Mid ($2–10B)0.7%

Small ($300M–2B)0.1%

Micro (<$300M)0.1%

By region

North America68.6%

Other30.7%

Middle East0.6%

Europe0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	32.56%	62
Semiconductors & Semiconductor Equipment	9.50%	9
Technology Hardware & Equipment	6.49%	11
Software & IT Services	5.59%	4
Pharmaceuticals & Biotechnology	4.77%	9
Software	4.00%	8
Utilities	3.90%	11
Specialty Retail	3.40%	9
Oil, Gas & Consumable Fuels	2.86%	9
Tobacco	2.64%	2
Banks	2.58%	6
Machinery	2.24%	8
Aerospace & Defense	2.01%	9
Distributors	2.00%	5
Insurance	1.72%	10
Transportation Infrastructure	1.52%	3
Commercial Services & Supplies	1.39%	7
Chemicals	1.21%	7
Capital Markets	1.04%	4
Beverages	0.90%	2
Textiles, Apparel & Luxury Goods	0.77%	3
Road & Rail	0.75%	2
Automobiles & Components	0.69%	1
Hotels, Restaurants & Leisure	0.69%	4
Communications Equipment	0.53%	2
Electrical Equipment & Components	0.50%	4
Media & Entertainment	0.45%	4
Real Estate Management & Development	0.44%	2
Health Care Providers & Services	0.38%	2
Equity Real Estate Investment Trusts (REITs)	0.38%	3
Construction & Engineering	0.37%	1
Metals & Mining	0.31%	2
Diversified Telecommunication Services	0.22%	3
Food Products	0.21%	2
Life Sciences Tools & Services	0.16%	2
Agricultural Products	0.15%	1
Entertainment	0.14%	1
Paper & Forest Products	0.13%	1
Health Care Equipment & Supplies	0.11%	2
Construction Materials	0.11%	1
Airlines	0.10%	1
Professional Services	0.09%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VOO	VANGUARD INDEX FDS	Unclassified	12.53%
2	NVDA	NVIDIA CORP	Information Technology	6.10%
3	VB	VANGUARD INDEX FDS	Unclassified	6.00%
4	AAPL	Apple Inc.	Information Technology	4.10%
5	GOOG	Alphabet Inc.	Communication Services	3.14%
6	MSFT	MICROSOFT CORP	Information Technology	2.28%
7	AVGO	Broadcom Inc.	Information Technology	1.91%
8	BRK.B	BERKSHIRE HATHAWAY INC	Financials	1.86%
9	META	Meta Platforms, Inc.	Communication Services	1.62%
10	MCK	MCKESSON CORP	Consumer Discretionary	1.58%

179/240 names classified · sector 69.3% of weight · industry 67.4% · mkt cap 68.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 14 quarters

Information TechnologyNVDA, AAPL, MSFT, AVGO, CSCO · other

FinancialsBRK.B, ACGL, CI, BAC, PNC · other

IndustrialsNVR, BKNG, LMT, PHM, AERG · other

Health CareMRK, JNJ, VRTX, LLY, PFE · other

Consumer DiscretionaryMCK, AMZN, WMT, TGT, TSLA · other

Communication ServicesGOOG, META, CMCSA, VZ, GOOGL · other

Consumer StaplesPM, MO, PEP, CVS, POST · other

UtilitiesVST, WMB, D, RGCO, KMI · other

EnergyXOM, MPC, CVX, EOG, OXY · other

MaterialsPG, STLD, CRH, CF, NUE · other

Real EstateCBRE, EQIX, CCI, JLL, VICI · other

UnclassifiedVOO, VB, VBR, BBUS, VTEB · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 69.3% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (170 classified)3Chopt Investment Partners, LLC centroid (Large Core)

Information TechnologyIndustrialsConsumer DiscretionaryFinancialsCommunication ServicesHealth CareConsumer StaplesUtilitiesEnergyMaterialsReal Estate

Style box summary for 3Chopt Investment Partners, LLC: centroid Large Core. Heaviest cells: Large Growth 30.0%, Large Core 13.1%, Large Value 13.0%.

Classified: 66.3% of book weight (170/240 names) · unclassified 33.7%: VOO, VB, BRK.B, BBUS, VEU, VBR, JMOM, IWM, CHKP, IEFA +60 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 240 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VOOVANGUARD INDEX FDS	91,667	$55M	12.5%	ADD 8%
2	NVDANVIDIA CORPORATION	152,799	$27M	6.1%	ADD 6%
3	VBVANGUARD INDEX FDS	100,163	$26M	6.0%	ADD 3%
4	AAPLAPPLE INC	70,587	$18M	4.1%	ADD 6%
5	GOOGALPHABET INC	47,767	$14M	3.1%	ADD 2%
6	MSFTMICROSOFT CORP	26,892	$10M	2.3%	ADD 17%
7	AVGOBROADCOM INC	26,997	$8M	1.9%	HOLD
8	BRK.BBERKSHIRE HATHAWAY INC DEL	16,951	$8M	1.9%	ADD 3%
9	METAMETA PLATFORMS INC	12,408	$7M	1.6%	HOLD
10	MCKMCKESSON CORP	7,949	$7M	1.6%	HOLD
11	PMPHILIP MORRIS INTL INC	39,663	$7M	1.5%	HOLD
12	BBUSJ P MORGAN EXCHANGE TRADED F	49,292	$6M	1.3%	HOLD
13	VSTVISTRA CORP	37,306	$6M	1.3%	TRIM −3%
14	VEUVANGUARD INTL EQUITY INDEX F	71,784	$5M	1.2%	HOLD
15	JNJJOHNSON & JOHNSON	21,506	$5M	1.2%	TRIM −3%
16	JPMJPMORGAN CHASE & CO	17,618	$5M	1.2%	HOLD
17	WMBWILLIAMS COS INC	68,045	$5M	1.1%	HOLD
18	MOALTRIA GROUP INC	73,310	$5M	1.1%	HOLD
19	WMTWALMART INC	34,998	$4M	1.0%	ADD 4%
20	CSCOCISCO SYS INC	54,982	$4M	1.0%	HOLD
21	AMZNAMAZON COM INC	20,247	$4M	1.0%	HOLD
22	XOMEXXON MOBIL CORP	23,466	$4M	0.9%	ADD 3%
23	BKNGBOOKING HOLDINGS INC	898	$4M	0.9%	HOLD
24	VBRVANGUARD INDEX FDS	16,684	$4M	0.8%	ADD 5%
25	LRCXLAM RESEARCH CORP	16,701	$4M	0.8%	HOLD
26	LLYELI LILLY & CO	3,629	$3M	0.8%	HOLD
27	ABBVABBVIE INC	15,238	$3M	0.8%	HOLD
28	JMOMJ P MORGAN EXCHANGE TRADED F	48,059	$3M	0.7%	HOLD
29	GILDGILEAD SCIENCES INC	23,155	$3M	0.7%	HOLD
30	NSCNORFOLK SOUTHN CORP	10,613	$3M	0.7%	ADD 2%
31	GOOGLALPHABET INC	10,549	$3M	0.7%	TRIM −4%
32	TSLATESLA INC	8,113	$3M	0.7%	HOLD
33	IWMISHARES TR	11,560	$3M	0.7%	HOLD
34	CHKPCHECK POINT SOFTWARE TECH LT	19,796	$3M	0.6%	HOLD
35	RTXRTX CORPORATION	14,222	$3M	0.6%	HOLD
36	MPCMARATHON PETE CORP	11,209	$3M	0.6%	TRIM −3%
37	MAMASTERCARD INCORPORATED	5,468	$3M	0.6%	ADD 14%
38	IEFAISHARES TR	29,742	$3M	0.6%	HOLD
39	MRKMERCK & CO INC	22,194	$3M	0.6%	ADD 3%
40	KLACKLA CORP	1,825	$3M	0.6%	HOLD
41	DBXDROPBOX INC	116,548	$3M	0.6%	TRIM −9%
42	CVXCHEVRON CORP NEW	12,624	$3M	0.6%	ADD 4%
43	BKRBAKER HUGHES COMPANY	42,602	$3M	0.6%	HOLD
44	PGRPROGRESSIVE CORP	13,113	$3M	0.6%	HOLD
45	BACBANK AMERICA CORP	52,589	$3M	0.6%	ADD 4%
46	PEPPEPSICO INC	15,435	$2M	0.5%	ADD 4%
47	SCHWSCHWAB CHARLES CORP	25,233	$2M	0.5%	ADD 6%
48	PGPROCTER AND GAMBLE CO	16,113	$2M	0.5%	TRIM −3%
49	BRK.ABERKSHIRE HATHAWAY INC DEL	3	$2M	0.5%	HOLD
50	MCDMCDONALDS CORP	6,684	$2M	0.5%	HOLD
51	AMATAPPLIED MATLS INC	5,977	$2M	0.5%	HOLD
52	QCOMQUALCOMM INC	15,834	$2M	0.5%	TRIM −13%
53	GLOFISHARES TR	38,542	$2M	0.5%	HOLD
54	MUMICRON TECHNOLOGY INC	5,646	$2M	0.4%	HOLD
55	CITHE CIGNA GROUP	6,934	$2M	0.4%	TRIM −5%
56	DDOMINION ENERGY INC	29,261	$2M	0.4%	ADD 16%
57	AXPAMERICAN EXPRESS CO	5,557	$2M	0.4%	HOLD
58	CTASCINTAS CORP	9,887	$2M	0.4%	ADD 81%
59	VRTXVERTEX PHARMACEUTICALS INC	3,695	$2M	0.4%	TRIM −12%
60	JAVAJ P MORGAN EXCHANGE TRADED F	22,704	$2M	0.4%	HOLD
61	EXPDEXPEDITORS INTL WASH INC	11,192	$2M	0.4%	HOLD
62	NVRNVR INC	243	$2M	0.4%	TRIM −14%
63	MGCVanguard Mega Cap ETF	6,725	$2M	0.4%	HOLD
64	NOCNORTHROP GRUMMAN CORP	2,246	$2M	0.4%	TRIM −3%
65	VVISA INC	5,043	$2M	0.3%	HOLD
66	KOCOCA COLA CO	19,792	$2M	0.3%	ADD 7%
67	COSTCOSTCO WHSL CORP NEW	1,514	$2M	0.3%	ADD 8%
68	VONGVANGUARD SCOTTSDALE FDS	13,460	$1M	0.3%	HOLD
69	CATCATERPILLAR INC	2,014	$1M	0.3%	ADD 3%
70	SPYSTATE STR SPDR S&P 500 ETF T	2,181	$1M	0.3%	HOLD
71	NEENEXTERA ENERGY INC	15,059	$1M	0.3%	ADD 7%
72	JIREJ P MORGAN EXCHANGE TRADED F	18,355	$1M	0.3%	HOLD
73	CBRECBRE GROUP INC	10,253	$1M	0.3%	ADD 6%
74	VYMVANGUARD WHITEHALL FDS	9,376	$1M	0.3%	HOLD
75	VEAVANGUARD TAX-MANAGED FDS	20,434	$1M	0.3%	TRIM −14%
76	CFCF INDS HLDGS INC	10,053	$1M	0.3%	TRIM −19%
77	JGROJPMorgan Active Growth ETF	15,019	$1M	0.3%	TRIM −7%
78	EXPEEXPEDIA GROUP INC	5,468	$1M	0.3%	ADD 75%
79	BBINJ P MORGAN EXCHANGE TRADED F	17,191	$1M	0.3%	HOLD
80	VOVANGUARD INDEX FDS	4,368	$1M	0.3%	HOLD
81	HDHOME DEPOT INC	3,777	$1M	0.3%	HOLD
82	LMTLOCKHEED MARTIN CORP	1,978	$1M	0.3%	ADD 15%
83	IJSISHARES TR	10,069	$1M	0.3%	HOLD
84	EOGEOG RES INC	8,154	$1M	0.3%	ADD 5%
85	LHLABCORP HOLDINGS INC	4,350	$1M	0.3%	TRIM −10%
86	HONHONEYWELL INTL INC	5,113	$1M	0.3%	HOLD
87	GLWCORNING INC	8,010	$1M	0.2%	TRIM −22%
88	FOXAFOX CORP	17,479	$1M	0.2%	ADD 9%
89	DEDEERE & CO	1,786	$1M	0.2%	TRIM −8%
90	ORLYOREILLY AUTOMOTIVE INC	10,887	$1M	0.2%	TRIM −4%
91	GEGE AEROSPACE	3,362	$955,572	0.2%	ADD 5%
92	GSGOLDMAN SACHS GROUP INC	1,050	$888,290	0.2%	ADD 54%
93	GSLCGOLDMAN SACHS ETF TR	7,075	$885,295	0.2%	HOLD
94	EQIXEQUINIX INC	868	$850,848	0.2%	ADD 13%
95	TPRTAPESTRY INC	5,979	$843,697	0.2%	ADD 19%
96	TJXTJX COS INC NEW	5,280	$843,216	0.2%	ADD 3%
97	ADIANALOG DEVICES INC	2,648	$842,435	0.2%	ADD 25%
98	DUKDUKE ENERGY CORP NEW	6,415	$839,980	0.2%	ADD 3%
99	RLRALPH LAUREN CORP	2,417	$833,629	0.2%	HOLD
100	VIGVANGUARD SPECIALIZED FUNDS	3,874	$833,142	0.2%	HOLD
101	TXNTEXAS INSTRS INC	4,052	$786,727	0.2%	ADD 6%
102	EFAISHARES TR	7,984	$775,486	0.2%	HOLD
103	GWWWW GRAINGER INC	707	$771,203	0.2%	ADD 4%
104	DHRDANAHER CORP DEL	3,950	$750,531	0.2%	TRIM −3%
105	SYFSYNCHRONY FINANCIAL	10,887	$740,534	0.2%	ADD 18%
106	UNHUNITEDHEALTH GROUP INC	2,709	$733,073	0.2%	HOLD
107	LOWLOWES COS INC	3,086	$729,262	0.2%	ADD 5%
108	RSPINVESCO EXCHANGE TRADED FD T	3,799	$729,104	0.2%	HOLD
109	SOSOUTHERN CO	7,343	$708,746	0.2%	ADD 18%
110	MDLZMONDELEZ INTL INC	12,174	$707,796	0.2%	ADD 37%
111	IJRISHARES TR	5,600	$696,136	0.2%	ADD 9%
112	GEVGE VERNOVA INC	796	$695,217	0.2%	ADD 4%
113	EBAYEBAY INC.	7,617	$693,299	0.2%	ADD 14%
114	BLKBLACKROCK INC	702	$675,238	0.2%	ADD 12%
115	TFCTRUIST FINL CORP	14,687	$675,161	0.2%	HOLD
116	IBMINTERNATIONAL BUSINESS MACHS	2,749	$666,330	0.2%	TRIM −6%
117	CTVACORTEVA INC	7,785	$651,682	0.1%	TRIM −5%
118	LHXL3HARRIS TECHNOLOGIES INC	1,867	$644,395	0.1%	HOLD
119	JEMAJ P MORGAN EXCHANGE TRADED F	12,385	$644,392	0.1%	HOLD
120	EQTEQT CORP	10,120	$644,037	0.1%	HOLD
121	AMPAMERIPRISE FINL INC	1,387	$616,383	0.1%	ADD 22%
122	ABTABBOTT LABS	5,954	$611,297	0.1%	HOLD
123	DISDISNEY WALT CO	6,335	$610,583	0.1%	TRIM −5%
124	SUSUNCOR ENERGY INC NEW	9,089	$600,874	0.1%	HOLD
125	VICIVICI PPTYS INC	21,458	$596,036	0.1%	ADD 15%
126	ZMZOOM COMMUNICATIONS INC	7,370	$592,474	0.1%	HOLD
127	APDAIR PRODS & CHEMS INC	2,032	$590,157	0.1%	ADD 71%
128	TGTTARGET CORP	4,745	$575,094	0.1%	ADD 13%
129	DELLDELL TECHNOLOGIES INC	3,491	$572,978	0.1%	ADD 3%
130	ADBEADOBE INC	2,337	$568,078	0.1%	ADD 14%
131	KMBKIMBERLY-CLARK CORP	5,800	$566,976	0.1%	HOLD
132	JLLJONES LANG LASALLE INC	1,776	$540,472	0.1%	ADD 5%
133	JGLOJ P MORGAN EXCHANGE TRADED F	8,243	$538,021	0.1%	HOLD
134	NFLXNETFLIX INC	5,565	$535,075	0.1%	ADD 19%
135	CRMSALESFORCE INC	2,863	$534,436	0.1%	TRIM −4%
136	GDGENERAL DYNAMICS CORP	1,542	$529,245	0.1%	TRIM −15%
137	VWOVANGUARD INTL EQUITY INDEX F	9,624	$520,177	0.1%	HOLD
138	IEMGISHARES INC	7,428	$518,103	0.1%	HOLD
139	CMICUMMINS INC	943	$507,401	0.1%	ADD 5%
140	CBCHUBB LIMITED	1,545	$505,059	0.1%	ADD 5%
141	VZVERIZON COMMUNICATIONS INC	9,906	$497,305	0.1%	ADD 11%
142	HCAHCA HEALTHCARE INC	1,044	$494,063	0.1%	TRIM −5%
143	AMGNAMGEN INC	1,348	$474,294	0.1%	ADD 8%
144	CRHCRH PLC	4,360	$460,457	0.1%	TRIM −24%
145	TELTE CONNECTIVITY PLC	2,164	$452,392	0.1%	ADD 4%
146	PNCPNC FINL SVCS GROUP INC	2,156	$448,642	0.1%	ADD 8%
147	WTWWILLIS TOWERS WATSON PLC LTD	1,528	$445,776	0.1%	TRIM −12%
148	AEPAMERICAN ELEC PWR CO INC	3,360	$440,429	0.1%	TRIM −6%
149	FDXFEDEX CORP	1,185	$423,712	0.1%	ADD 2%
150	SBUXSTARBUCKS CORP	4,668	$418,229	0.1%	ADD 54%
151	UVVUNIVERSAL CORP VA	7,800	$411,060	0.1%	HOLD
152	PAYXPAYCHEX INC	4,447	$409,623	0.1%	ADD 8%
153	INCYINCYTE CORP	4,280	$402,834	0.1%	ADD 38%
154	PLTRPALANTIR TECHNOLOGIES INC	2,732	$399,637	0.1%	ADD 5%
155	TTTRANE TECHNOLOGIES PLC	957	$398,820	0.1%	TRIM −7%
156	VYMIVANGUARD WHITEHALL FDS	4,144	$390,531	0.1%	HOLD
157	FASTFASTENAL CO	8,414	$390,414	0.1%	ADD 13%
158	AMDADVANCED MICRO DEVICES INC	1,919	$390,382	0.1%	ADD 11%
159	TMOTHERMO FISHER SCIENTIFIC INC	789	$388,159	0.1%	ADD 9%
160	NINISOURCE INC	8,279	$386,298	0.1%	HOLD
161	HIIHUNTINGTON INGALLS INDS INC	1,004	$381,420	0.1%	HOLD
162	TXTTEXTRON INC	4,284	$375,192	0.1%	TRIM −9%
163	SPGIS&P GLOBAL INC	877	$373,023	0.1%	TRIM −23%
164	ROKUROKU INC	3,780	$357,664	0.1%	ADD 5%
165	ALLALLSTATE CORP	1,639	$341,339	0.1%	ADD 32%
166	IYWISHARES TR	1,810	$328,370	0.1%	HOLD
167	KMIKINDER MORGAN INC DEL	9,725	$326,079	0.1%	NEW
168	TRVTRAVELERS COMPANIES INC	1,112	$324,348	0.1%	ADD 5%
169	EMREMERSON ELEC CO	2,414	$316,282	0.1%	ADD 4%
170	INTUINTUIT	729	$315,205	0.1%	TRIM −11%
171	NXPINXP SEMICONDUCTORS N V	1,579	$312,407	0.1%	HOLD
172	MEDPMEDPACE HLDGS INC	646	$310,203	0.1%	NEW
173	LINLINDE PLC	618	$306,380	0.1%	ADD 19%
174	WMWASTE MGMT INC DEL	1,319	$303,093	0.1%	ADD 11%
175	CEGCONSTELLATION ENERGY CORP	1,071	$299,077	0.1%	HOLD
176	PFEPFIZER INC	10,467	$293,913	0.1%	ADD 19%
177	TTETotalEnergies SE	3,203	$291,409	0.1%	NEW
178	RPMRPM INTL INC	2,928	$291,043	0.1%	HOLD
179	WDCWESTERN DIGITAL CORP	1,068	$288,883	0.1%	NEW
180	WATTENERGOUS CORP	18,000	$282,420	0.1%	NEW
181	CMGCHIPOTLE MEXICAN GRILL INC	8,665	$277,367	0.1%	HOLD
182	CINFCINCINNATI FINL CORP	1,725	$272,939	0.1%	HOLD
183	QQQINVESCO QQQ TR	471	$271,852	0.1%	HOLD
184	EPDENTERPRISE PRODS PARTNERS L	7,116	$269,269	0.1%	NEW
185	JPEMJ P MORGAN EXCHANGE TRADED F	4,147	$257,639	0.1%	HOLD
186	MLIMUELLER INDS INC	2,325	$257,610	0.1%	NEW
187	MMM3M CO	1,770	$257,057	0.1%	TRIM −3%
188	SNASNAP ON INC	700	$254,254	0.1%	ADD 4%
189	CLCOLGATE PALMOLIVE CO	2,955	$251,855	0.1%	TRIM −18%
190	TMUST-MOBILE US INC	1,186	$249,096	0.1%	ADD 6%
191	ACNACCENTURE PLC IRELAND	1,246	$247,069	0.1%	TRIM −7%
192	WABWABTEC	984	$245,911	0.1%	TRIM −4%
193	AMXAMERICA MOVIL SAB DE CV	9,600	$244,608	0.1%	NEW
194	JVALJ P MORGAN EXCHANGE TRADED F	4,960	$242,346	0.1%	HOLD
195	JIVEJ P MORGAN EXCHANGE TRADED F	2,820	$241,504	0.1%	ADD 5%
196	INTCINTEL CORP	5,470	$241,391	0.1%	NEW
197	UNPUNION PAC CORP	993	$240,922	0.1%	ADD 14%
198	IWDISHARES TR	1,116	$238,456	0.1%	TRIM −19%
199	ECLECOLAB INC	891	$237,613	0.1%	NEW
200	JPINJ P MORGAN EXCHANGE TRADED F	3,325	$236,873	0.1%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VOOVANGUARD INDEX FDS

89K

87K

90K

82K

85K

92K

$55M

NVDANVIDIA CORPORATION

156K

161K

146K

145K

144K

153K

$27M

VBVANGUARD INDEX FDS

94K

97K

95K

97K

100K

$26M

AAPLAPPLE INC

60K

71K

75K

67K

71K

$18M

GOOGALPHABET INC

47K

46K

47K

48K

$14M

MSFTMICROSOFT CORP

16K

22K

23K

27K

$10M

AVGOBROADCOM INC

28K

27K

$8M

BRK.BBERKSHIRE HATHAWAY INC DEL

17K

16K

17K

$8M

METAMETA PLATFORMS INC

10K

12K

11K

12K

$7M

MCKMCKESSON CORP

$7M

PMPHILIP MORRIS INTL INC

34K

39K

38K

37K

40K

$7M

BBUSJ P MORGAN EXCHANGE TRADED F

40K

49K

42K

46K

48K

49K

$6M

VSTVISTRA CORP

48K

46K

44K

42K

39K

37K

$6M

VEUVANGUARD INTL EQUITY INDEX F

62K

66K

67K

68K

71K

72K

$5M

JNJJOHNSON & JOHNSON

17K

22K

$5M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆3Chopt Investment Partners, LLC