Fund HoldingsChevy Chase Trust Holdings, LLC

Total Portfolio Value
$37.02B
Total Bought
$625.48M
Total Sold
$3.05B
Net Transaction
-$2.42B
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC(GOOG)3,781,3593,734,571-46,788919,2481,168,9213.16%+249,672
ALPHABET INC(GOOG)3,353,5953,292,052-61,543816,7681,033,0462.79%+216,278
APPLE INC(AAPL)9,356,5829,248,101-108,4812,382,4662,514,1896.79%+131,722
ELI LILLY & CO(LLY)0410,481+410,4810441,1361.19%+441,136
MICRON TECHNOLOGY INC(MU)577,427575,056-2,37196,615164,1270.44%+67,512
AMAZON COM INC(AMZN)06,092,968+6,092,96801,406,3793.80%+1,406,379
ADVANCED MICRO DEVICES INC(AMD)829,422826,672-2,750134,192177,0400.48%+42,848
BROADCOM INC(AVGO)2,729,9282,725,142-4,786900,631943,1722.55%+42,541
CRH PLC
ORD
0340,159+340,159042,4520.11%+42,452
REGENERON PHARMACEUTICALS(REGN)203,152200,747-2,405114,226154,9510.42%+40,724
INTUITIVE SURGICAL INC0347,405+347,4050196,7560.53%+196,756
NATERA INC(NTRA)0582,015+582,0150133,3340.36%+133,334
UNILEVER PLC(UL)0555,703+555,703036,3430.10%+36,343
THERMO FISHER SCIENTIFIC INC(TMO)289,769300,473+10,704140,544174,1090.47%+33,565
CARVANA CO(CVNA)071,712+71,712030,2640.08%+30,264
JOHNSON & JOHNSON(JNJ)1,360,2641,353,931-6,333252,220280,1960.76%+27,976
MERCK & CO INC(MRK)01,291,503+1,291,5030135,9440.37%+135,944
GOLDMAN SACHS GROUP INC(GS)461,328445,318-16,010367,378391,4341.06%+24,056
LAM RESEARCH CORP(LRCX)654,367646,259-8,10887,620110,6270.30%+23,007
CATERPILLAR INC(CAT)244,344242,525-1,819116,589138,9350.38%+22,347
APPLIED MATLS INC446,452439,657-6,79591,407112,9870.31%+21,581
VERTEX PHARMACEUTICALS INC(VRTX)0408,363+408,3630185,1350.50%+185,135
WILLIAMS COS INC(WMB)894,7771,261,631+366,85456,68475,8370.20%+19,153
ILLUMINA INC(ILMN)0467,630+467,630061,3340.17%+61,334
WALMART INC(WMT)2,258,1712,247,316-10,855232,727250,3730.68%+17,646
BANCO SANTANDER SA(SAN)13,981,40313,961,036-20,367146,525163,7630.44%+17,238
ARES MANAGEMENT CORPORATION(ARES)0104,447+104,447016,8820.05%+16,882
SANDISK CORP(SNDK)070,586+70,586016,7560.05%+16,756
COMFORT SYS USA INC(FIX)017,845+17,845016,6550.04%+16,655
CISCO SYS INC(CSCO)02,125,375+2,125,3750163,7180.44%+163,718
TJX COS INC NEW(TJX)1,608,7161,600,475-8,241232,524245,8490.66%+13,325
EXXON MOBIL CORP02,261,958+2,261,9580272,2040.74%+272,204
AMGEN INC(AMGN)0279,019+279,019091,3260.25%+91,326
ASCENDIS PHARMA A/S(ASND)056,695+56,695012,0900.03%+12,090
SALESFORCE INC(CRM)0483,743+483,7430128,1480.35%+128,148
AMERICAN EXPRESS CO(AXP)0352,564+352,5640130,4310.35%+130,431
WARNER BROS DISCOVERY INC(WBD)1,269,2921,257,918-11,37424,78936,2530.10%+11,464
WELLS FARGO CO NEW(WFC)01,599,140+1,599,1400149,0400.40%+149,040
RTX CORPORATION(RTX)694,137694,864+727116,150127,4380.34%+11,288
CITIGROUP INC(C)947,050914,560-32,49096,126106,7200.29%+10,594
MORGAN STANLEY(MS)625,045618,388-6,65799,357109,7820.30%+10,425
SELECT SECTOR SPDR TR
ST STR INDL ETF
067,200+67,200010,4240.03%+10,424
DANAHER CORPORATION(DHR)0368,484+368,484084,3530.23%+84,353
ASML HOLDING N V
N Y REGISTRY SHS
121,941119,465-2,476118,050127,8100.35%+9,760
CAREDX INC(CDNA)01,081,342+1,081,342020,3720.06%+20,372
INTEL CORP(INTC)2,249,7542,289,296+39,54275,47984,4750.23%+8,996
BRISTOL-MYERS SQUIBB CO(BMY)01,049,694+1,049,694056,6200.15%+56,620
CAPITAL ONE FINL CORP(COF)0325,511+325,511078,8910.21%+78,891
GENERAL MTRS CO(GM)486,761473,752-13,00929,67838,5260.10%+8,848
QNITY ELECTRONICS INC(Q)0108,262+108,26208,8400.02%+8,840
SLB LIMITED(SLB)2,406,0542,384,143-21,91182,69691,5030.25%+8,807
WESTERN DIGITAL CORP(WDC)177,052173,384-3,66821,25729,8690.08%+8,612
KLA CORP(KLAC)67,57566,838-73772,88681,2140.22%+8,327
NEXTERA ENERGY INC(NEE)2,077,4012,056,707-20,694156,823165,1120.45%+8,289
FREEPORT-MCMORAN INC(FCX)0729,976+729,976037,0750.10%+37,075
NEWMONT CORP(NEM)676,023652,138-23,88556,99665,1160.18%+8,120
BANK AMERICA CORP3,550,2433,475,016-75,227183,157191,1260.52%+7,969
ISHARES GOLD TR(IAU)1,690,5891,611,822-78,767123,024130,8320.35%+7,807
VISA INC(V)01,413,954+1,413,9540495,8881.34%+495,888
GILEAD SCIENCES INC(GILD)0634,824+634,824077,9180.21%+77,918
PARKER-HANNIFIN CORP(PH)064,398+64,398056,6030.15%+56,603
AMPHENOL CORP NEW623,327621,888-1,43977,13784,0420.23%+6,905
SELECT SECTOR SPDR TR
ST STR TECHN ETF
046,455+46,45506,6880.02%+6,688
INTERNATIONAL BUSINESS MACHS(IBM)0493,298+493,2980146,1200.39%+146,120
PRICE T ROWE GROUP INC(TROW)0177,698+177,698018,1930.05%+18,193
COCA COLA CO(KO)02,060,549+2,060,5490144,0530.39%+144,053
GLOBAL X FDS
RBTCS ARTFL INTE
0170,202+170,20206,1660.02%+6,166
CUMMINS INC(CMI)70,57270,267-30529,80735,8680.10%+6,060
FEDEX CORP(FDX)0111,915+111,915032,3280.09%+32,328
PROLOGIS INC.(PLD)0471,556+471,556060,1990.16%+60,199
ANALOG DEVICES INC(ADI)0251,294+251,294068,1510.18%+68,151
CARDINAL HEALTH INC(CAH)0120,673+120,673024,7980.07%+24,798
UNITED PARCEL SERVICE INC(UPS)0386,847+386,847038,3710.10%+38,371
KRATOS DEFENSE & SEC SOLUTIO(KTOS)073,080+73,08005,5480.01%+5,548
MARRIOTT INTL INC NEW(MAR)0121,048+121,048037,5540.10%+37,554
ACCENTURE PLC IRELAND
SHS CLASS A
0397,028+397,0280106,5230.29%+106,523
S&P GLOBAL INC(SPGI)0158,469+158,469082,8140.22%+82,814
CHUBB LIMITED
COM
0189,385+189,385059,1110.16%+59,111
OMNICOM GROUP INC(OMC)0166,925+166,925013,4790.04%+13,479
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
108,745110,468+1,72325,67030,4220.08%+4,751
GE VERNOVA INC(GEV)140,928139,265-1,66386,65791,0190.25%+4,363
ROSS STORES INC(ROST)0165,356+165,356029,7870.08%+29,787
DELTA AIR LINES INC DEL(DAL)0338,874+338,874023,5180.06%+23,518
SELECT SECTOR SPDR TR
ST STR UTIL ETF
096,155+96,15504,1050.01%+4,105
VANGUARD WORLD FD
HEALTH CAR ETF
014,104+14,10404,0600.01%+4,060
EXPEDIA GROUP INC(EXPE)059,430+59,430016,8370.05%+16,837
AMERICAN ELEC PWR CO INC1,179,4271,183,796+4,369132,686136,5040.37%+3,818
MONSTER BEVERAGE CORP NEW(MNST)0438,697+438,697033,6350.09%+33,635
WELLTOWER INC(WELL)343,594350,274+6,68061,20865,0140.18%+3,807
US BANCORP DEL(USB)0802,665+802,665042,8300.12%+42,830
VANGUARD WORLD FD
CONSUM STP ETF
025,062+25,06205,2940.01%+5,294
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)0244,710+244,710020,3110.05%+20,311
ALBEMARLE CORP(ALB)059,672+59,67208,4400.02%+8,440
CONSTELLATION ENERGY CORP(CEG)0159,476+159,476056,3380.15%+56,338
DOLLAR GEN CORP NEW(DG)0111,702+111,702014,8310.04%+14,831
TESLA INC(TSLA)1,436,5081,427,649-8,859638,844642,0421.73%+3,198
IQVIA HLDGS INC(IQV)089,645+89,645020,2070.05%+20,207
NUCOR CORP(NUE)0116,244+116,244018,9610.05%+18,961
SELECT SECTOR SPDR TR
ST STR CARE ETF
019,662+19,66203,0440.01%+3,044
DECKERS OUTDOOR CORP(DECK)0163,576+163,576016,9580.05%+16,958
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