Fund Holdings — Chevy Chase Trust Holdings, LLC

Total Portfolio Value
$34.71B
Total Bought
$763.30M
Total Sold
$4.79B
Net Transaction
-$4.03B
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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EXXON MOBIL CORP2,261,9582,170,102-91,856272,204368,1801.06%+95,975
COSTCO WHOLESALE CORPORATION(COST)393,313394,177+864339,169392,7701.13%+53,600
VERTIV HOLDINGS CO(VRT)0188,772+188,772047,3020.14%+47,302
SLB LIMITED(SLB)2,384,1432,677,707+293,56491,503137,6070.40%+46,104
CHEVRON CORPORATION(CVX)978,535941,593-36,942149,139194,8160.56%+45,677
VERIZON COMMUNICATIONS INC(VZ)3,674,4463,857,478+183,032149,660193,6450.56%+43,985
JOHNSON & JOHNSON(JNJ)1,353,9311,305,710-48,221280,196319,1680.92%+38,972
COGNEX CORP(CGNX)1,471,6311,844,429+372,79852,94990,3590.26%+37,409
SHELL PLC(SHEL)1,683,5071,669,740-13,767123,704155,2860.45%+31,582
WILLIAMS COS INC(WMB)1,261,6311,464,707+203,07675,837106,6010.31%+30,765
FRANCO NEV CORP(FNV)485,486530,106+44,620100,632130,9630.38%+30,331
EOG RES INC(EOG)793,798783,068-10,73083,357113,2080.33%+29,851
SANDISK CORP(SNDK)70,58672,715+2,12916,75646,1990.13%+29,443
APPLIED MATLS INC439,657412,572-27,085112,987141,0130.41%+28,026
CIENA CORP(CIEN)069,391+69,391026,9400.08%+26,940
ASML HLDG NV
N Y REGISTRY SHS
119,465117,116-2,349127,810154,6900.45%+26,880
GE VERNOVA INC(GEV)139,265134,478-4,78791,019117,3860.34%+26,366
CATERPILLAR INC(CAT)242,525233,073-9,452138,935165,1230.48%+26,188
MICRON TECHNOLOGY INC(MU)575,056560,011-15,045164,127189,1940.55%+25,067
NEXTERA ENERGY INC(NEE)2,056,7072,044,445-12,262165,112189,8880.55%+24,776
LUMENTUM HLDGS INC(LITE)035,176+35,176024,7200.07%+24,720
CONOCOPHILLIPS(COP)705,312678,272-27,04066,02489,5320.26%+23,508
KRATOS DEFENSE & SEC SOLUTIO(KTOS)73,080404,210+331,1305,54828,5010.08%+22,953
LAM RESEARCH CORP(LRCX)646,259624,477-21,782110,627133,4260.38%+22,799
COHERENT CORP(COHR)092,361+92,361022,0010.06%+22,001
ISHARES TR114,961153,007+38,04678,74199,9460.29%+21,204
WALMART INC(WMT)2,247,3162,184,659-62,657250,373271,5090.78%+21,136
LOCKHEED MARTIN CORP(LMT)176,689173,195-3,49485,459104,6770.30%+19,218
BWX TECHNOLOGIES INC(BWXT)518,702532,146+13,44489,652108,8190.31%+19,166
INTEL CORP(INTC)2,289,2962,329,399+40,10384,475102,7960.30%+18,321
CORNING INC(GLW)400,486389,550-10,93635,06752,9670.15%+17,901
AMERICAN ELEC PWR CO INC1,183,7961,172,529-11,267136,504153,6950.44%+17,192
ASCENDIS PHARMA A/S(ASND)56,695123,467+66,77212,09028,2410.08%+16,151
WESTERN DIGITAL CORP(WDC)173,384167,328-6,05629,86945,2610.13%+15,392
MERCK & CO INC(MRK)1,291,5031,253,128-38,375135,944150,7390.43%+14,795
KLA CORP(KLAC)66,83864,790-2,04881,21495,3970.27%+14,184
NOVARTIS AG(NVS)1,061,3721,049,794-11,578146,331160,3560.46%+14,025
LINDE PLC(LIN)237,416230,993-6,423101,232114,5170.33%+13,285
VALERO ENERGY CORP(VLO)155,098150,719-4,37925,24837,2400.11%+11,991
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
110,468107,443-3,02530,42242,0920.12%+11,670
ATMOS ENERGY CORP(ATO)505,126518,713+13,58784,67495,8170.28%+11,142
MARATHON PETE CORP(MPC)157,100149,672-7,42825,54936,5470.11%+10,998
DEERE & CO(DE)130,545127,277-3,26860,77871,6950.21%+10,917
AT&T INC(T)3,626,0893,478,724-147,36590,072100,8480.29%+10,776
PHILLIPS 66(PSX)207,025201,009-6,01626,71536,6200.11%+9,905
MITSUBISHI UFJ FINANCIAL GRO(MUFG)6,016,8876,189,329+172,44295,428105,0330.30%+9,605
EQUINIX INC(EQIX)49,78448,405-1,37938,14347,4490.14%+9,306
ANALOG DEVICES INC(ADI)251,294242,629-8,66568,15177,1900.22%+9,039
QUANTA SVCS INC76,23973,930-2,30932,17740,5890.12%+8,412
HONEYWELL INTL INC(HON)324,818316,612-8,20663,36971,5640.21%+8,195
GILEAD SCIENCES INC(GILD)634,824617,014-17,81077,91885,9930.25%+8,075
COCA COLA CO(KO)2,060,5492,000,139-60,410144,053152,1110.44%+8,058
OCCIDENTAL PETE CORP(OXY)365,097354,712-10,38515,01323,0560.07%+8,043
ISHARES GOLD TR(IAU)1,611,8221,575,158-36,664130,832138,8660.40%+8,034
ECHOSTAR CORP(ECHO)066,316+66,31607,7640.02%+7,764
ECOLAB INC(ECL)401,996425,337+23,341105,532113,1480.33%+7,616
TJX COS INC NEW(TJX)1,600,4751,587,034-13,441245,849253,4490.73%+7,600
COMFORT SYS USA INC(FIX)17,84517,352-49316,65523,9280.07%+7,274
PEPSICO INC(PEP)826,284810,198-16,086118,588125,8160.36%+7,227
PFIZER INC(PFE)2,921,6242,839,911-81,71372,74879,7450.23%+6,996
TEXAS INSTRS INC(TXN)464,788451,218-13,57080,63687,5990.25%+6,963
BAKER HUGHES COMPANY(BKR)500,329486,849-13,48022,78529,7220.09%+6,937
KEYSIGHT TECHNOLOGIES INC(KEYS)87,13685,843-1,29317,70524,2390.07%+6,534
TARGA RES CORP(TRGP)108,964105,822-3,14220,10426,5330.08%+6,429
DOW HLDGS INC(DOW)366,143359,274-6,8698,56014,9640.04%+6,403
FEDEX CORP(FDX)111,915108,141-3,77432,32838,5180.11%+6,190
NORTHROP GRUMMAN CORP(NOC)68,19565,974-2,22138,88545,0100.13%+6,125
EATON CORP PLC(ETN)197,650192,116-5,53462,95468,7140.20%+5,761
CAREDX INC(CDNA)1,081,3421,504,075+422,73320,37226,1110.08%+5,738
ALTRIA GROUP INC(MO)878,107852,609-25,49850,63256,2640.16%+5,632
BRISTOL-MYERS SQUIBB CO(BMY)1,049,6941,018,951-30,74356,62061,7990.18%+5,179
TEXAS PACIFIC LAND CORPORATI(TPL)29,35628,528-8288,43213,5380.04%+5,107
KINDER MORGAN INC DEL(KMI)993,167965,559-27,60827,30232,3750.09%+5,073
CF INDUSTRIES HOLD(CF)177,526144,536-32,99013,73018,7670.05%+5,037
ILLUMINA INC(ILMN)467,630537,733+70,10361,33466,2810.19%+4,947
FIFTH THIRD BANCORP(FITB)335,491443,761+108,27015,70420,6170.06%+4,913
DELL TECHNOLOGIES INC(DELL)153,851147,428-6,42319,36724,1970.07%+4,831
ROSS STORES INC(ROST)165,356159,787-5,56929,78734,6150.10%+4,827
CORTEVA INC(CTVA)345,714334,433-11,28123,17327,9950.08%+4,822
DIAMONDBACK ENERGY INC(FANG)94,74895,974+1,22614,24318,9830.05%+4,739
ONEOK INC NEW(OKE)320,775312,572-8,20323,57728,2530.08%+4,676
FREEPORT MCMORAN INC(FCX)729,976710,154-19,82237,07541,7430.12%+4,667
TARGET CORP(TGT)232,493225,284-7,20922,72627,3040.08%+4,578
LYONDELLBASELL INDUSTRIES NV
SHS - A -
130,550126,855-3,6955,65310,2190.03%+4,567
CSX CORP(CSX)998,264988,305-9,95936,18740,5700.12%+4,383
MONOLITHIC PWR SYS INC(MPWR)24,57724,252-32522,27626,5160.08%+4,240
AIR PRODUCTS AND CHEMICALS I116,286113,090-3,19628,72532,8520.09%+4,127
ENTERGY CORP NEW(ETR)226,653223,041-3,61220,95025,0610.07%+4,111
AMGEN INC(AMGN)279,019271,229-7,79091,32695,4320.27%+4,106
REGENERON PHARMACEUTICALS(REGN)200,747205,833+5,086154,951159,0350.46%+4,084
HALLIBURTON CO(HAL)426,703412,613-14,09012,05916,0880.05%+4,029
DUKE ENERGY CORP NEW(DUK)398,083386,816-11,26746,65950,6500.15%+3,990
L3HARRIS TECHNOLOGIES INC(LHX)95,65192,830-2,82128,08032,0400.09%+3,960
TERADYNE INC(TER)98,86877,151-21,71719,13722,8720.07%+3,735
DEVON ENERGY CORP NEW(DVN)318,090305,569-12,52111,65215,3760.04%+3,725
SOUTHERN CO(SO)562,334546,448-15,88649,03652,7430.15%+3,708
HOWMET AEROSPACE INC(HWM)204,034197,520-6,51441,83145,5200.13%+3,689
MODERNA INC(MRNA)176,312171,318-4,9945,1998,7030.03%+3,504
WELLTOWER INC(WELL)350,274346,029-4,24565,01468,4130.20%+3,399
DIGITAL RLTY TR INC(DLR)163,706159,164-4,54225,32728,6830.08%+3,356
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Chevy Chase Trust Holdings, LLC — 13F Holdings — Q1 2026 | TickerTrail