Chevy Chase Trust Holdings, LLC

View all activity View 13F on SEC

Data as of Q4 2025

Institutional investor tracked via SEC 13F filings. Portfolio snapshot as of 2025-12-31.SEC EDGAR Source

Assets Under Management

$37B

Total Positions

638

New This Quarter

Filing Period

2025-12-31

Portfolio Allocation

Top holdings by portfolio weight

NVDA7.72%

AAPL6.79%

MSFT5.91%

AMZN3.80%

GOOGL3.16%

GOOG2.79%

AVGO2.55%

META1.98%

BRK/B1.86%

JPM1.75%

Other12.49%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

KLAC29Q held

KLA CORP

Avg $87.96 · $77.2M est. P&L

Est. P&L

+1313.84%

PWR29Q held

Quanta Services Inc

Avg $42.10 · $29.5M est. P&L

Est. P&L

+918.40%

HWM23Q held

Howmet Aerospace Inc

Avg $20.78 · $38.1M est. P&L

Est. P&L

+899.57%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings(Showing 25 of 638 — sorted by value)

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
NVDA NVIDIA Corp	15.3M	$2.9B	7.7%	—	$112.32	+66.97%	29 qtrs	Decreased 0
AAPL Apple Inc	9.2M	$2.5B	6.8%	—	$95.50	+185.67%	29 qtrs	Decreased 0
MSFT Microsoft Corp	4.5M	$2.2B	5.9%	—	$97.50	+399.97%	29 qtrs	Decreased 0
AMZN Amazon.com Inc	6.1M	$1.4B	3.8%	—	$108.85	+113.62%	29 qtrs	Decreased 0
GOOGL Alphabet Inc	3.7M	$1.2B	3.2%	—	$94.47	+232.22%	29 qtrs	Decreased 0
GOOG Alphabet Inc	3.3M	$1B	2.8%	—	$95.10	+230.77%	29 qtrs	Decreased 0
AVGO Broadcom Inc	2.7M	$943.2M	2.5%	—	$159.98	+118.69%	29 qtrs	Decreased 0
META Meta Platforms Inc	1.1M	$732.6M	2.0%	—	$135.41	+391.80%	29 qtrs	Decreased 0
BRK/B Berkshire Hathaway Inc	1.4M	$690.1M	1.9%	—	—	—	29 qtrs	Decreased 0
JPM JPMORGAN CHASE & CO.	2M	$647.3M	1.7%	—	$80.65	+299.21%	29 qtrs	Decreased 0
TSLA Tesla Inc	1.4M	$642M	1.7%	—	$257.80	+76.28%	25 qtrs	Decreased 0
V Visa Inc	1.4M	$495.9M	1.3%	—	$131.33	+168.71%	29 qtrs	Decreased 0
LLY Eli Lilly & Co	410,481	$441.1M	1.2%	—	$113.11	+852.97%	29 qtrs	Decreased 0
GS Goldman Sachs Group Inc/The	445,318	$391.4M	1.1%	—	$167.86	+426.86%	29 qtrs	Decreased 0
COST Costco Wholesale Corp	393,313	$339.2M	0.9%	—	$262.52	+229.30%	29 qtrs	Decreased 0
JNJ Johnson & Johnson	1.4M	$280.2M	0.8%	—	$113.33	+82.58%	29 qtrs	Decreased 0
XOM Exxon Mobil Corp	2.3M	$272.2M	0.7%	—	$54.72	+119.65%	29 qtrs	Decreased 0
WMT Walmart Inc	2.2M	$250.4M	0.7%	—	$49.04	+128.22%	29 qtrs	Decreased 0
MA Mastercard Inc	438,416	$250.3M	0.7%	—	$182.44	+216.03%	29 qtrs	Decreased 0
TJX TJX Cos Inc/The	1.6M	$245.8M	0.7%	—	$55.89	+177.16%	29 qtrs	Decreased 0
ABBV AbbVie Inc	929,889	$212.5M	0.6%	—	$69.97	+225.74%	29 qtrs	Decreased 0
PLTR Palantir Technologies Inc	1.2M	$206.1M	0.6%	—	$45.50	+297.46%	6 qtrs	Decreased 0
NFLX Netflix Inc	2.2M	$204M	0.6%	—	$86.96	+7.85%	29 qtrs	Increased 70
ISRG Intuitive Surgical Inc	347,405	$196.8M	0.5%	—	$296.25	+93.29%	29 qtrs	Decreased 0
UNH UnitedHealth Group Inc	592,565	$195.6M	0.5%	—	$257.84	+28.82%	29 qtrs	Decreased 0
Showing 25 of 638 results.PROUpgrade to see all →

Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

Security

ATOAtmos Energy Corp

Q1 2024 → Q4 2025+407,963 shares+$73.4M

AEPAmerican Electric Power Co Inc

Q1 2025 → Q4 2025+267,503 shares+$52M

CRWDCrowdstrike Holdings Inc

Q1 2025 → Q4 2025+170,325 shares+$95.4M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer