Fund HoldingsChevy Chase Trust Holdings, LLC

Total Portfolio Value
$30.56B
Total Bought
$727.88M
Total Sold
$3.53B
Net Transaction
-$2.80B
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)1,880,8641,808,679-72,185931,4411,634,2505.35%+702,809
MICROSOFT CORP(MSFT)5,090,8015,046,743-44,0581,914,3452,123,2666.95%+208,921
AMAZON COM INC(AMZN)6,228,6866,229,814+1,128946,3871,123,7343.68%+177,347
META PLATFORMS INC(META)1,244,4631,224,230-20,233440,490594,4621.95%+153,971
BERKSHIRE HATHAWAY INC DEL1,479,8281,466,542-13,286527,795616,7102.02%+88,915
ELI LILLY & CO(LLY)451,306447,984-3,322263,075348,5141.14%+85,438
DISNEY WALT CO(DIS)1,475,7571,642,461+166,704133,246200,9720.66%+67,725
JPMORGAN CHASE & CO(JPM)2,368,6362,342,481-26,155402,905469,1991.54%+66,294
MITSUBISHI UFJ FINL GROUP IN(MUFG)805,6705,661,392+4,855,7226,93757,9160.19%+50,979
BROADCOM INC(AVGO)246,066244,534-1,532274,671324,1081.06%+49,437
ALPHABET INC(GOOG)4,217,1394,171,892-45,247589,092629,6642.06%+40,572
FRANCO NEV CORP(FNV)0614,869+614,869073,2680.24%+73,268
IMPINJ INC(PI)1,056,3701,024,345-32,02595,105131,5360.43%+36,431
ALPHABET INC(GOOG)3,836,1033,771,279-64,824540,622574,2151.88%+33,593
EXXON MOBIL CORP02,319,305+2,319,3050269,5960.88%+269,596
MERCK & CO INC(MRK)1,470,8891,456,998-13,891160,356192,2510.63%+31,895
AMERICAN EXPRESS CO(AXP)329,871411,119+81,24861,79893,6080.31%+31,810
VERIZON COMMUNICATIONS INC(VZ)4,219,0154,527,020+308,005159,057189,9540.62%+30,897
COSTCO WHSL CORP NEW(COST)436,890434,337-2,553288,382318,2081.04%+29,826
GENERAL ELECTRIC CO(GE)616,740610,902-5,83878,715107,2320.35%+28,517
ADVANCED MICRO DEVICES INC(AMD)904,120895,953-8,167133,276161,7110.53%+28,434
NETFLIX INC(NFLX)246,804242,501-4,303120,164147,2780.48%+27,114
VISA INC(V)1,533,1471,526,322-6,825399,155425,9661.39%+26,811
SNOWFLAKE INC(SNOW)177,601384,190+206,58935,34362,0850.20%+26,743
ABBVIE INC(ABBV)01,011,482+1,011,4820184,1910.60%+184,191
INTUITIVE SURGICAL INC408,120408,190+70137,683162,9050.53%+25,221
MASTERCARD INCORPORATED(MA)484,155477,914-6,241206,497230,1490.75%+23,652
ASML HOLDING N V
N Y REGISTRY SHS
145,135134,598-10,537109,856130,6230.43%+20,767
MICRON TECHNOLOGY INC(MU)618,916616,761-2,15552,81872,7100.24%+19,892
CATERPILLAR INC(CAT)0288,674+288,6740105,7790.35%+105,779
APPLIED MATLS INC501,501487,629-13,87281,278100,5640.33%+19,285
CADENCE DESIGN SYSTEM INC(CDNS)676,366653,195-23,171184,222203,3270.67%+19,105
PROCTER AND GAMBLE CO(PG)01,357,041+1,357,0410220,1800.72%+220,180
SALESFORCE INC(CRM)545,304537,983-7,321143,491162,0300.53%+18,538
ACCENTURE PLC IRELAND
SHS CLASS A
624,545685,259+60,714219,159237,5170.78%+18,358
HOME DEPOT INC(HD)571,168563,341-7,827197,938216,0980.71%+18,159
ORACLE CORP(ORCL)0911,733+911,7330114,5230.37%+114,523
WALMART INC(WMT)02,391,072+2,391,0720143,8710.47%+143,871
UBER TECHNOLOGIES INC(UBER)1,149,5361,139,486-10,05070,77787,7290.29%+16,952
BANK AMERICA CORP3,900,1763,909,744+9,568131,319148,2570.49%+16,939
ATMOS ENERGY CORP(ATO)0228,038+228,038027,1070.09%+27,107
WELLS FARGO CO NEW(WFC)2,035,3671,999,831-35,536100,181115,9100.38%+15,729
EATON CORP PLC(ETN)0221,526+221,526069,2670.23%+69,267
INTERNATIONAL BUSINESS MACHS(IBM)524,014527,548+3,53485,702100,7410.33%+15,038
PROGRESSIVE CORP(PGR)0324,313+324,313067,0740.22%+67,074
QUALCOMM INC(QCOM)624,023620,074-3,94990,252104,9790.34%+14,726
NATERA INC(NTRA)0158,183+158,183014,4670.05%+14,467
COGNEX CORP(CGNX)01,576,558+1,576,558066,8780.22%+66,878
REGENERON PHARMACEUTICALS(REGN)249,577242,380-7,197219,201233,2880.76%+14,087
DECKERS OUTDOOR CORP(DECK)017,853+17,853016,8040.05%+16,804
KADANT INC(KAI)535,408499,080-36,328150,080163,7480.54%+13,668
LINDE PLC(LIN)271,780269,387-2,393111,623125,0820.41%+13,459
GOLDMAN SACHS GROUP INC(GS)535,385525,553-9,832206,536219,5180.72%+12,983
LAM RESEARCH CORP(LRCX)74,63673,483-1,15358,45971,3940.23%+12,934
CORPAY INC(CPAY)039,977+39,977012,3350.04%+12,335
CONSTELLATION ENERGY CORP(CEG)0177,743+177,743032,8560.11%+32,856
CITIGROUP INC(C)1,076,2361,061,676-14,56055,36267,1400.22%+11,779
ECOLAB INC(ECL)335,871337,220+1,34966,62077,8640.25%+11,244
COOPER COS INC(COO)0110,273+110,273011,1880.04%+11,188
STRYKER CORPORATION(SYK)0196,555+196,555070,3410.23%+70,341
TARGET CORP(TGT)318,818316,828-1,99045,40656,1450.18%+10,739
THE CIGNA GROUP(CI)0163,304+163,304059,3100.19%+59,310
THERMO FISHER SCIENTIFIC INC(TMO)0215,845+215,8450125,4510.41%+125,451
MARATHON PETE CORP(MPC)0207,791+207,791041,8700.14%+41,870
LOWES COS INC(LOW)0321,870+321,870081,9900.27%+81,990
CHIPOTLE MEXICAN GRILL INC(CMG)15,62315,477-14635,72944,9880.15%+9,259
AMERICAN ELEC PWR CO INC01,078,125+1,078,125092,8270.30%+92,827
FISERV INC(FISV)0332,538+332,538053,1460.17%+53,146
TJX COS INC NEW(TJX)01,465,430+1,465,4300148,6240.49%+148,624
BOSTON SCIENTIFIC CORP(BSX)0811,391+811,391055,5720.18%+55,572
KLA CORP(KLAC)75,93274,888-1,04444,13952,3150.17%+8,175
BUNGE GLOBAL SA(BG)080,460+80,46008,2490.03%+8,249
FIVERR INTL LTD0751,717+751,717015,8390.05%+15,839
VALERO ENERGY CORP(VLO)0189,803+189,803032,3970.11%+32,397
PACCAR INC(PCAR)0291,534+291,534036,1180.12%+36,118
CHAMPIONX CORPORATION01,359,574+1,359,574048,7950.16%+48,795
CONOCOPHILLIPS(COP)0689,887+689,887087,8090.29%+87,809
DANAHER CORPORATION(DHR)0423,416+423,4160105,7350.35%+105,735
ILLUMINA INC(ILMN)0528,466+528,466072,5690.24%+72,569
TRANE TECHNOLOGIES PLC(TT)0126,834+126,834038,0760.12%+38,076
AIRBNB INC0241,154+241,154039,7810.13%+39,781
CHUBB LIMITED
COM
0227,584+227,584058,9740.19%+58,974
TRANSDIGM GROUP INC(TDG)030,815+30,815037,9520.12%+37,952
HCA HEALTHCARE INC(HCA)0109,726+109,726036,5970.12%+36,597
WASTE MGMT INC DEL(WM)0204,028+204,028043,4890.14%+43,489
PARKER-HANNIFIN CORP(PH)071,353+71,353039,6570.13%+39,657
EDWARDS LIFESCIENCES CORP0342,694+342,694032,7480.11%+32,748
PHILLIPS 66(PSX)0240,604+240,604039,3000.13%+39,300
SPDR S&P 500 ETF TR(SPY)0116,893+116,893061,1430.20%+61,143
ARISTA NETWORKS INC160,008150,539-9,46937,68343,6530.14%+5,970
EOG RES INC(EOG)01,006,651+1,006,6510128,6900.42%+128,690
OREILLY AUTOMOTIVE INC(ORLY)033,206+33,206037,4860.12%+37,486
SERVICENOW INC(NOW)114,542113,703-83980,92386,6870.28%+5,764
ELEVANCE HEALTH INC(ELV)0130,776+130,776067,8130.22%+67,813
AUTOZONE INC(AZO)010,785+10,785033,9910.11%+33,991
AMPHENOL CORP NEW0332,574+332,574038,3620.13%+38,362
MAXCYTE INC01,296,397+1,296,39705,4320.02%+5,432
UNITED RENTALS INC(URI)037,205+37,205026,8290.09%+26,829
TRAVELERS COMPANIES INC(TRV)0126,913+126,913029,2080.10%+29,208
EMERSON ELEC CO(EMR)0324,833+324,833036,8430.12%+36,843
Page 1 of 1