Fund HoldingsChevy Chase Trust Holdings, LLC

Total Portfolio Value
$31.34B
Total Bought
$916.13M
Total Sold
$2.76B
Net Transaction
-$1.84B
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
NVIDIA CORPORATION(NVDA)1,808,67917,396,590+15,587,9111,634,2502,149,1756.86%+514,925
APPLE INC(AAPL)09,729,510+9,729,51002,049,2296.54%+2,049,229
ALPHABET INC(GOOG)4,171,8924,097,091-74,801629,664746,2852.38%+116,621
ALPHABET INC(GOOG)3,771,2793,699,591-71,688574,215678,5792.16%+104,364
MICROSOFT CORP(MSFT)5,046,7434,982,872-63,8712,123,2662,227,0957.11%+103,829
AMAZON COM INC(AMZN)6,229,8146,195,852-33,9621,123,7341,197,3483.82%+73,615
BROADCOM INC(AVGO)244,534243,244-1,290324,108390,5361.25%+66,428
ELI LILLY & CO(LLY)447,984441,882-6,102348,514400,0711.28%+51,557
CROWDSTRIKE HLDGS INC(CRWD)0127,008+127,008048,6680.16%+48,668
COSTCO WHSL CORP NEW(COST)434,337429,619-4,718318,208365,1721.17%+46,964
KKR & CO INC(KKR)0365,835+365,835038,5000.12%+38,500
NOVARTIS AG(NVS)01,112,491+1,112,4910118,4360.38%+118,436
NATERA INC(NTRA)158,183423,889+265,70614,46745,9030.15%+31,436
TESLA INC(TSLA)01,521,362+1,521,3620301,0470.96%+301,047
COGNEX CORP(CGNX)1,576,5582,056,701+480,14366,87896,1710.31%+29,294
VERTEX PHARMACEUTICALS INC(VRTX)0453,429+453,4290212,5310.68%+212,531
GE VERNOVA INC(GEV)0151,699+151,699026,0180.08%+26,018
EXXON MOBIL CORP2,319,3052,565,770+246,465269,596295,3710.94%+25,775
REGENERON PHARMACEUTICALS(REGN)242,380241,754-626233,288254,0910.81%+20,802
INTUITIVE SURGICAL INC408,190406,957-1,233162,905181,0350.58%+18,130
QUALCOMM INC(QCOM)620,074612,773-7,301104,979122,0520.39%+17,074
WALMART INC(WMT)2,391,0722,352,122-38,950143,871159,2620.51%+15,391
VISTRA CORP(VST)0178,450+178,450015,3430.05%+15,343
GOLDMAN SACHS GROUP INC(GS)525,553515,029-10,524219,518232,9580.74%+13,440
NETFLIX INC(NFLX)242,501238,056-4,445147,278160,6590.51%+13,381
NEXTERA ENERGY INC(NEE)02,202,393+2,202,3930155,9510.50%+155,951
ORACLE CORP(ORCL)911,733897,332-14,401114,523126,7030.40%+12,180
APPLIED MATLS INC487,629475,656-11,973100,564112,2500.36%+11,686
IMPINJ INC(PI)1,024,345913,210-111,135131,536143,1640.46%+11,628
META PLATFORMS INC(META)1,224,2301,201,729-22,501594,462605,9361.93%+11,474
GODADDY INC(GDDY)077,054+77,054010,7650.03%+10,765
LABCORP HOLDINGS INC(LH)050,600+50,600010,2980.03%+10,298
PALO ALTO NETWORKS INC(PANW)0176,776+176,776059,9290.19%+59,929
SHELL PLC(SHEL)01,840,690+1,840,6900132,8610.42%+132,861
ADOBE INC(ADBE)0253,794+253,7940140,9930.45%+140,993
TEXAS INSTRS INC(TXN)0501,260+501,260097,5100.31%+97,510
ARISTA NETWORKS INC150,539149,149-1,39043,65352,2740.17%+8,620
KLA CORP(KLAC)74,88873,538-1,35052,31560,6330.19%+8,318
EOG RES INC(EOG)1,006,6511,085,932+79,281128,690136,6860.44%+7,996
MICRON TECHNOLOGY INC(MU)616,761610,076-6,68572,71080,2430.26%+7,533
ANALOG DEVICES INC(ADI)0271,178+271,178061,8990.20%+61,899
PHILIP MORRIS INTL INC(PM)0852,571+852,571086,3910.28%+86,391
AMGEN INC(AMGN)0298,426+298,426093,2430.30%+93,243
BOSTON SCIENTIFIC CORP(BSX)811,391802,848-8,54355,57261,8270.20%+6,255
PEPSICO INC(PEP)01,258,027+1,258,0270207,4860.66%+207,486
AMPHENOL CORP NEW332,574656,062+323,48838,36244,1990.14%+5,836
MITSUBISHI UFJ FINL GROUP IN(MUFG)5,661,3925,879,191+217,79957,91663,4950.20%+5,579
LAM RESEARCH CORP(LRCX)73,48372,267-1,21671,39476,9540.25%+5,560
TJX COS INC NEW(TJX)1,465,4301,400,293-65,137148,624154,1720.49%+5,548
WELLTOWER INC(WELL)0327,973+327,973034,1910.11%+34,191
AT&T INC(T)03,939,940+3,939,940075,2920.24%+75,292
AMERICAN EXPRESS CO(AXP)411,119426,325+15,20693,60898,7160.31%+5,108
ATMOS ENERGY CORP(ATO)228,038273,358+45,32027,10731,8870.10%+4,780
ASML HOLDING N V
N Y REGISTRY SHS
134,598131,999-2,599130,623134,9990.43%+4,376
SOLVENTUM CORP(SOLV)078,791+78,79104,1660.01%+4,166
MONOLITHIC PWR SYS INC(MPWR)026,574+26,574021,8350.07%+21,835
NEWMONT CORP(NEM)0741,809+741,809031,0600.10%+31,060
UNITED THERAPEUTICS CORP DEL(UTHR)011,159+11,15903,5550.01%+3,555
BOOKING HOLDINGS INC(BKNG)018,698+18,698074,0720.24%+74,072
BANK AMERICA CORP3,909,7443,809,843-99,901148,257151,5170.48%+3,260
PROCTER AND GAMBLE CO(PG)1,357,0411,354,761-2,280220,180223,4270.71%+3,247
FIRST SOLAR INC(FSLR)058,533+58,533013,1970.04%+13,197
COCA COLA CO(KO)02,223,689+2,223,6890141,5380.45%+141,538
SOUTHERN CO(SO)0602,257+602,257046,7170.15%+46,717
TERADYNE INC(TER)0110,933+110,933016,4500.05%+16,450
FAIR ISAAC CORP(FICO)013,507+13,507020,1070.06%+20,107
CHIPOTLE MEXICAN GRILL INC(CMG)15,477764,022+748,54544,98847,8660.15%+2,878
TRANE TECHNOLOGIES PLC(TT)126,834124,409-2,42538,07640,9220.13%+2,846
DIGITAL RLTY TR INC(DLR)0177,211+177,211026,9450.09%+26,945
NETAPP INC(NTAP)0112,707+112,707014,5170.05%+14,517
ROYAL CARIBBEAN GROUP
COM
0132,296+132,296021,0920.07%+21,092
MOTOROLA SOLUTIONS INC(MSI)092,113+92,113035,5600.11%+35,560
COLGATE PALMOLIVE CO(CL)0456,001+456,001044,2500.14%+44,250
AMERICAN ELEC PWR CO INC1,078,1251,085,718+7,59392,82795,2610.30%+2,434
T-MOBILE US INC(TMUS)0282,590+282,590049,7870.16%+49,787
MCKESSON CORP(MCK)071,452+71,452041,7310.13%+41,731
CORNING INC(GLW)0424,129+424,129016,4770.05%+16,477
ECOLAB INC(ECL)337,220336,749-47177,86480,1460.26%+2,282
S&P GLOBAL INC(SPGI)0175,096+175,096078,0930.25%+78,093
HEWLETT PACKARD ENTERPRISE C(HPE)0711,670+711,670015,0660.05%+15,066
NXP SEMICONDUCTORS N V
COM
0139,662+139,662037,5820.12%+37,582
VERISK ANALYTICS INC(VRSK)077,895+77,895020,9970.07%+20,997
MODERNA INC(MRNA)0182,644+182,644021,6890.07%+21,689
WILLIAMS COS INC(WMB)0665,897+665,897028,3010.09%+28,301
CARRIER GLOBAL CORPORATION(CARR)0461,559+461,559029,1150.09%+29,115
SPDR S&P 500 ETF TR(SPY)116,893116,041-85261,14363,1520.20%+2,009
HP INC(HPQ)0473,321+473,321016,5760.05%+16,576
CONSTELLATION ENERGY CORP(CEG)177,743172,999-4,74432,85634,6470.11%+1,791
TARGA RES CORP(TRGP)0121,057+121,057015,5900.05%+15,590
TYLER TECHNOLOGIES INC(TYL)023,181+23,181011,6550.04%+11,655
ARCH CAP GROUP LTD
ORD
0206,424+206,424020,8260.07%+20,826
VENTAS INC(VTR)0221,008+221,008011,3290.04%+11,329
UNILEVER PLC(UL)0411,630+411,630022,6360.07%+22,636
PUBLIC SVC ENTERPRISE GRP IN(PEG)0271,976+271,976020,0450.06%+20,045
HOWMET AEROSPACE INC(HWM)0211,727+211,727016,4360.05%+16,436
AIR PRODS & CHEMS INC0124,812+124,812032,2080.10%+32,208
VANGUARD INDEX FDS048,685+48,685013,0240.04%+13,024
AVALONBAY CMNTYS INC078,488+78,488016,2380.05%+16,238
SERVICENOW INC(NOW)113,703111,976-1,72786,68788,0880.28%+1,401
IRON MTN INC DEL(IRM)0160,057+160,057014,3440.05%+14,344
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