Fund HoldingsChevy Chase Trust Holdings, LLC

Total Portfolio Value
$25.32B
Total Bought
$391.83M
Total Sold
$2.18B
Net Transaction
-$1.78B
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
BLACKSTONE INC(BX)0401,153+401,153042,9800.17%+42,980
ALPHABET INC(GOOG)4,352,1834,261,620-90,563520,956557,6762.20%+36,719
AIRBNB INC0239,808+239,808032,9040.13%+32,904
ALPHABET INC(GOOG)4,013,0583,907,420-105,638485,460515,1932.04%+29,734
ELI LILLY & CO(LLY)459,283454,300-4,983215,395244,0180.96%+28,624
ISHARES TR181,292250,181+68,88980,804107,4350.42%+26,632
REGENERON PHARMACEUTICALS(REGN)252,732250,921-1,811181,598206,4980.82%+24,900
SCHLUMBERGER LTD(SLB)3,019,8092,933,280-86,529148,333171,0100.68%+22,677
KENVUE INC(KVUE)0968,732+968,732019,4520.08%+19,452
EXXON MOBIL CORP2,455,1542,379,370-75,784263,315279,7661.11%+16,451
BERKSHIRE HATHAWAY INC DEL1,479,1101,477,396-1,714504,377517,5322.04%+13,155
AMGEN INC(AMGN)314,704308,011-6,69369,87182,7810.33%+12,910
CVS HEALTH CORP(CVS)1,517,8061,671,426+153,620104,926116,6990.46%+11,773
AMERICAN ELEC PWR CO INC853,5441,109,025+255,48171,86883,4210.33%+11,552
ABBVIE INC(ABBV)1,057,5451,033,315-24,230142,483154,0260.61%+11,543
CHEVRON CORP NEW(CVX)1,023,5771,019,159-4,418161,060171,8510.68%+10,791
CHAMPIONX CORPORATION01,227,215+1,227,215043,7130.17%+43,713
META PLATFORMS INC(META)1,277,4501,253,997-23,453366,603376,4621.49%+9,860
COSTCO WHSL CORP NEW(COST)436,064432,786-3,278234,768244,5070.97%+9,739
CONOCOPHILLIPS(COP)727,001703,999-23,00275,32584,3390.33%+9,015
SPLUNK INC0182,360+182,360026,6700.11%+26,670
SHELL PLC(SHEL)1,863,8911,861,468-2,423112,542119,8410.47%+7,300
INTUIT(INTU)161,742157,798-3,94474,10980,6250.32%+6,517
TJX COS INC NEW(TJX)1,509,5181,510,969+1,451127,992134,2950.53%+6,303
UNITEDHEALTH GROUP INC(UNH)735,690713,642-22,048353,602359,8111.42%+6,209
MSCI INC(MSCI)147,021145,646-1,37568,99574,7280.30%+5,733
MARATHON PETE CORP(MPC)0228,313+228,313034,5530.14%+34,553
EOG RES INC(EOG)1,102,8191,039,104-63,715126,207131,7170.52%+5,510
CATERPILLAR INC(CAT)304,261293,385-10,87674,86380,0940.32%+5,231
ONEOK INC NEW(OKE)0330,158+330,158020,9420.08%+20,942
PHILLIPS 66(PSX)0253,149+253,149030,4160.12%+30,416
BOOKING HOLDINGS INC(BKNG)020,190+20,190062,2650.25%+62,265
AUTOMATIC DATA PROCESSING IN0255,114+255,114061,3750.24%+61,375
VALERO ENERGY CORP(VLO)0199,814+199,814028,3160.11%+28,316
INTEL CORP(INTC)2,441,7252,395,237-46,48881,65185,1510.34%+3,499
NVIDIA CORPORATION(NVDA)1,967,4571,921,130-46,327832,274835,6723.30%+3,399
VERTEX PHARMACEUTICALS INC(VRTX)415,894430,638+14,744146,357149,7500.59%+3,393
HALLIBURTON CO(HAL)0505,076+505,076020,4560.08%+20,456
COMCAST CORP NEW(CCZ)2,413,2642,335,807-77,457100,271103,5700.41%+3,299
CHARTER COMMUNICATIONS INC N(CHTR)057,875+57,875025,4550.10%+25,455
ARISTA NETWORKS INC0164,482+164,482030,2530.12%+30,253
ACTIVISION BLIZZARD INC0402,132+402,132037,6520.15%+37,652
PG&E CORP(PCG)01,175,494+1,175,494018,9610.07%+18,961
EXTRA SPACE STORAGE INC(EXR)0118,760+118,760014,4390.06%+14,439
KEURIG DR PEPPER INC(KDP)0566,143+566,143017,8730.07%+17,873
CONSTELLATION ENERGY CORP(CEG)0181,686+181,686019,8180.08%+19,818
US BANCORP DEL(USB)0887,073+887,073029,3270.12%+29,327
SELECT SECTOR SPDR TR
ST STR INDL ETF
023,954+23,95402,4280.01%+2,428
PIONEER NAT RES CO0131,111+131,111030,0970.12%+30,097
CHUBB LIMITED
COM
0233,994+233,994048,7130.19%+48,713
CME GROUP INC(CME)0207,756+207,756041,5970.16%+41,597
MICRON TECHNOLOGY INC(MU)0621,330+621,330042,2690.17%+42,269
HESS CORP0156,620+156,620023,9630.09%+23,963
CARRIER GLOBAL CORPORATION(CARR)0474,707+474,707026,2040.10%+26,204
INTERNATIONAL BUSINESS MACHS(IBM)533,566524,079-9,48771,39673,5280.29%+2,132
GLOBAL PMTS INC(GPN)0146,144+146,144016,8640.07%+16,864
GRACO INC(GGG)027,337+27,33701,9920.01%+1,992
DIAMONDBACK ENERGY INC(FANG)0101,007+101,007015,6440.06%+15,644
VANGUARD INDEX FDS041,920+41,92008,9040.04%+8,904
KADANT INC(KAI)564,946564,292-654125,475127,2760.50%+1,802
HUMANA INC(HUM)070,469+70,469034,2850.14%+34,285
ADOBE INC(ADBE)265,949258,310-7,639130,046131,7120.52%+1,666
EATON CORP PLC(ETN)0225,859+225,859048,1710.19%+48,171
BAKER HUGHES COMPANY(BKR)0567,529+567,529020,0450.08%+20,045
DIGITAL RLTY TR INC(DLR)0170,267+170,267020,6060.08%+20,606
CF INDS HLDGS INC(CF)0108,457+108,45709,2990.04%+9,299
WALMART INC(WMT)815,127810,509-4,618128,122129,6250.51%+1,503
FEDEX CORP(FDX)0131,864+131,864034,9330.14%+34,933
OLD DOMINION FREIGHT LINE IN(ODFL)051,257+51,257020,9710.08%+20,971
METLIFE INC(MET)0356,855+356,855022,4500.09%+22,450
AFLAC INC(AFL)0326,875+326,875025,0880.10%+25,088
CISCO SYS INC(CSCO)2,441,3672,375,637-65,730126,316127,7140.50%+1,398
EMERSON ELEC CO(EMR)0329,621+329,621031,8320.13%+31,832
PROGRESSIVE CORP(PGR)0329,314+329,314045,8730.18%+45,873
AKAMAI TECHNOLOGIES INC(AKAM)085,440+85,44009,1030.04%+9,103
WESTERN DIGITAL CORP.(WDC)0179,838+179,83808,2060.03%+8,206
SYNOPSYS INC(SNPS)085,751+85,751039,3570.16%+39,357
APA CORPORATION(APA)0172,714+172,71407,0990.03%+7,099
CDW CORP(CDW)076,957+76,957015,5270.06%+15,527
BUNGE LIMITED084,675+84,67509,1660.04%+9,166
JACOBS SOLUTIONS INC(J)070,780+70,78009,6610.04%+9,661
TRANE TECHNOLOGIES PLC(TT)0129,275+129,275026,2310.10%+26,231
MARATHON OIL CORP0340,459+340,45909,1070.04%+9,107
NOVARTIS AG(NVS)730,628732,895+2,26773,72874,6530.29%+925
PACKAGING CORP AMER(PKG)050,542+50,54207,7610.03%+7,761
TARGA RES CORP(TRGP)0128,975+128,975011,0560.04%+11,056
EVEREST GROUP LTD(EG)024,398+24,39809,0680.04%+9,068
PRUDENTIAL FINL INC(PFH)0204,733+204,733019,4270.08%+19,427
CBOE GLOBAL MKTS INC(CBOE)059,312+59,31209,2650.04%+9,265
WESTROCK CO0144,056+144,05605,1570.02%+5,157
TEXTRON INC(TXT)0111,337+111,33708,7000.03%+8,700
EPAM SYS INC(EPAM)032,579+32,57908,3300.03%+8,330
CHOICE HOTELS INTL INC(CHH)0163,500+163,500020,0300.08%+20,030
WELLTOWER INC(WELL)0293,029+293,029024,0050.09%+24,005
PTC INC(PTC)066,798+66,79809,4640.04%+9,464
ARCH CAP GROUP LTD
ORD
0211,838+211,838016,8990.07%+16,899
KEYCORP(KEY)0526,083+526,08305,6610.02%+5,661
BROADRIDGE FINL SOLUTIONS IN(BR)066,393+66,393011,8880.05%+11,888
MOLINA HEALTHCARE INC(MOH)032,772+32,772010,7460.04%+10,746
DOMINOS PIZZA INC(DPZ)019,726+19,72607,4720.03%+7,472
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