Chevy Chase Trust Holdings, LLC

data from 30/09/2025

Capitalization

$ 36.349 B 5.73 %

Average holding period

42 ans

Performance

$ 36.381 B 30 482.12 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Chevy Chase Trust Holdings, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 NVDA NVIDIA CORPORATION 8.00% 2.906 B $ 15576960 2009/03/31 460.114 M $ 18.10 %
2025/09/30 AAPL APPLE INC 6.55% 2.382 B $ 9356582 2009/03/31 478.761 M $ 24.11 %
2025/09/30 MSFT MICROSOFT CORP 6.51% 2.366 B $ 4568311 2009/03/31 96.354 M $ 4.13 %
2025/09/30 AMZN AMAZON COM INC 3.70% 1.346 B $ 6129076 2009/03/31 1.108 M $ 0.08 %
2025/09/30 GOOGL ALPHABET INC 2.53% 919.248 M $ 3781359 2015/12/31 260.900 M $ 37.94 %
2025/09/30 AVGO BROADCOM INC 2.48% 900.631 M $ 2729928 2018/06/30 150.677 M $ 19.68 %
2025/09/30 META META PLATFORMS INC 2.25% 817.032 M $ 1112547 2013/12/31 -4.278 M $ -0.50 %
2025/09/30 GOOG ALPHABET INC 2.25% 816.768 M $ 3353595 2015/12/31 229.103 M $ 37.30 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.92% 696.480 M $ 1385368 2010/03/31 23.952 M $ 3.49 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.79% 650.665 M $ 2062786 2009/03/31 54.574 M $ 8.80 %
2025/09/30 TSLA TESLA INC 1.76% 638.844 M $ 1436508 2014/09/30 188.726 M $ 40.00 %
2025/09/30 V VISA INC 1.34% 488.415 M $ 1430708 2009/12/31 -20.157 M $ -3.85 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.04% 376.837 M $ 407114 2009/03/31 -27.609 M $ -6.50 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 1.01% 367.378 M $ 461328 2009/03/31 42.978 M $ 12.52 %
2025/09/30 LLY ELI LILLY & CO 0.87% 315.777 M $ 413863 2009/03/31 -6.965 M $ -2.12 %
2025/09/30 NFLX NETFLIX INC 0.73% 263.796 M $ 220028 2010/12/31 -31.952 M $ -10.47 %
2025/09/30 XOM EXXON MOBIL CORP 0.71% 259.335 M $ 2300088 2009/03/31 11.976 M $ 4.59 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.69% 252.220 M $ 1360264 2009/03/31 45.783 M $ 21.39 %
2025/09/30 MA MASTERCARD INCORPORATED 0.69% 251.163 M $ 441558 2009/03/31 3.081 M $ 1.22 %
2025/09/30 ORCL ORACLE CORP 0.67% 245.098 M $ 871490 2009/03/31 55.449 M $ 28.64 %
2025/09/30 WMT WALMART INC 0.64% 232.727 M $ 2258171 2009/03/31 12.171 M $ 5.40 %
2025/09/30 TJX TJX COS INC NEW 0.64% 232.524 M $ 1608716 2009/03/31 34.259 M $ 17.05 %
2025/09/30 ABBV ABBVIE INC 0.59% 215.462 M $ 930562 2013/03/31 44.187 M $ 24.74 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.58% 212.223 M $ 1163378 2024/09/30 51.840 M $ 33.82 %
2025/09/30 HD HOME DEPOT INC 0.58% 210.056 M $ 518414 2009/03/31 20.711 M $ 10.51 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.58% 209.445 M $ 606561 2009/03/31 21.341 M $ 10.68 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.52% 190.647 M $ 1240789 2009/03/31 -7.284 M $ -3.56 %
2025/09/30 BAC BANK AMERICA CORP 0.50% 183.157 M $ 3550243 2009/03/31 15.106 M $ 9.02 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.48% 175.328 M $ 499139 2017/09/30 21.383 M $ 13.99 %
2025/09/30 GE GE AEROSPACE 0.45% 165.036 M $ 548620 2021/09/30 24.800 M $ 16.87 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.45% 163.905 M $ 418509 2013/09/30 -23.616 M $ -12.03 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.44% 159.048 M $ 3618849 2009/03/31 2.488 M $ 1.57 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.43% 157.512 M $ 352194 2009/03/31 -35.707 M $ -17.70 %
2025/09/30 NEE NEXTERA ENERGY INC 0.43% 156.823 M $ 2077401 2010/06/30 12.993 M $ 8.74 %
2025/09/30 CVX CHEVRON CORP NEW 0.43% 155.439 M $ 1000960 2009/03/31 10.567 M $ 8.45 %
2025/09/30 CSCO CISCO SYS INC 0.40% 147.189 M $ 2151264 2009/03/31 -2.144 M $ -1.38 %
2025/09/30 SAN BANCO SANTANDER S.A. 0.40% 146.525 M $ 13981403 2024/09/30 31.573 M $ 26.27 %
2025/09/30 NVS NOVARTIS AG 0.40% 145.713 M $ 1136250 2009/03/31 8.208 M $ 5.97 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.39% 140.544 M $ 289769 2009/03/31 21.647 M $ 19.62 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.38% 139.598 M $ 494749 2009/03/31 -6.515 M $ -4.28 %
2025/09/30 KO COCA COLA CO 0.38% 137.864 M $ 2078771 2009/03/31 -9.561 M $ -6.26 %
2025/09/30 WFC WELLS FARGO CO NEW 0.38% 137.708 M $ 1642903 2009/03/31 6.405 M $ 4.62 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.38% 137.091 M $ 279561 2019/12/31 -4.705 M $ -3.72 %
2025/09/30 DIS DISNEY WALT CO 0.38% 136.441 M $ 1191629 2009/03/31 -11.849 M $ -7.67 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.37% 134.192 M $ 829422 2017/03/31 17.051 M $ 14.02 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.37% 132.686 M $ 1179427 2009/03/31 9.131 M $ 8.42 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.36% 129.940 M $ 801110 2009/03/31 -16.592 M $ -10.94 %
2025/09/30 PI IMPINJ INC 0.34% 124.951 M $ 691294 2017/06/30 51.569 M $ 62.74 %
2025/09/30 ABT ABBOTT LABS 0.34% 123.032 M $ 918563 2009/03/31 -1.966 M $ -1.52 %
2025/09/30 IAU ISHARES GOLD TR 0.34% 123.024 M $ 1690589 2021/06/30 17.552 M $ 16.69 %
2025/09/30 SHEL SHELL PLC 0.34% 122.348 M $ 1710444 2022/03/31 1.902 M $ 1.59 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.33% 118.545 M $ 356891 2009/03/31 4.896 M $ 4.13 %
2025/09/30 ASML ASML HOLDING N V 0.32% 118.050 M $ 121941 2020/06/30 20.231 M $ 20.80 %
2025/09/30 PEP PEPSICO INC 0.32% 117.302 M $ 835248 2009/03/31 7.306 M $ 6.36 %
2025/09/30 EOG EOG RES INC 0.32% 116.650 M $ 1040405 2009/03/31 -7.803 M $ -6.26 %
2025/09/30 CAT CATERPILLAR INC 0.32% 116.589 M $ 244344 2009/03/31 22.557 M $ 22.91 %
2025/09/30 ECL ECOLAB INC 0.32% 116.460 M $ 425254 2009/03/31 1.687 M $ 1.64 %
2025/09/30 RTX RTX CORPORATION 0.32% 116.150 M $ 694137 2020/06/30 15.269 M $ 14.59 %
2025/09/30 CRM SALESFORCE INC 0.32% 116.092 M $ 489839 2009/03/31 -18.157 M $ -13.09 %
2025/09/30 MCD MCDONALDS CORP 0.32% 114.873 M $ 378008 2009/03/31 4.589 M $ 4.01 %
2025/09/30 REGN REGENERON PHARMACEUTICALS 0.31% 114.226 M $ 203152 2013/06/30 7.705 M $ 7.10 %
2025/09/30 LIN LINDE PLC 0.31% 114.068 M $ 240144 2023/03/31 1.452 M $ 1.24 %
2025/09/30 TMUS T-MOBILE US INC 0.31% 111.697 M $ 466611 2016/12/31 489.049 K $ 0.47 %
2025/09/30 MRK MERCK & CO INC 0.30% 110.104 M $ 1311850 2009/12/31 6.513 M $ 6.03 %
2025/09/30 FNV FRANCO NEV CORP 0.29% 104.590 M $ 469201 2012/12/31 25.038 M $ 35.99 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.29% 104.352 M $ 1065139 2023/12/31 5.162 M $ 5.01 %
2025/09/30 T AT&T INC 0.29% 103.927 M $ 3680140 2009/03/31 -2.683 M $ -2.42 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.28% 101.157 M $ 410206 2010/03/31 -25.585 M $ -17.49 %
2025/09/30 APP APPLOVIN CORP 0.27% 99.432 M $ 138381 2025/09/30 0.000 $ 0.00 %
2025/09/30 MS MORGAN STANLEY 0.27% 99.357 M $ 625045 2009/03/31 11.899 M $ 12.85 %
2025/09/30 MUFG MITSUBISHI UFJ FINL GROUP IN 0.27% 99.183 M $ 6222247 2023/12/31 13.682 M $ 16.18 %
2025/09/30 NOW SERVICENOW INC 0.27% 97.863 M $ 106340 2019/12/31 -11.811 M $ -10.49 %
2025/09/30 NDAQ NASDAQ INC 0.27% 97.354 M $ 1100667 2009/03/31 -996.437 K $ -1.08 %
2025/09/30 INTU INTUIT 0.27% 97.330 M $ 142522 2009/03/31 -15.481 M $ -13.30 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.27% 96.615 M $ 577427 2009/03/31 26.268 M $ 35.76 %
2025/09/30 NTRA NATERA INC 0.27% 96.396 M $ 598846 2024/03/31 -4.758 M $ -4.72 %
2025/09/30 C CITIGROUP INC 0.26% 96.126 M $ 947050 2012/12/31 16.283 M $ 19.24 %
2025/09/30 BWXT BWX TECHNOLOGIES INC 0.26% 95.545 M $ 518225 2025/03/31 18.701 M $ 27.98 %
2025/09/30 QCOM QUALCOMM INC 0.25% 91.890 M $ 552355 2009/03/31 4.132 M $ 4.46 %
2025/09/30 AMAT APPLIED MATLS INC 0.25% 91.407 M $ 446452 2009/03/31 10.098 M $ 11.84 %
2025/09/30 BLK BLACKROCK INC 0.25% 90.979 M $ 78035 2024/12/31 9.504 M $ 11.11 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.25% 90.162 M $ 16699 2018/03/31 -6.764 M $ -6.74 %
2025/09/30 IVV ISHARES TR 0.25% 89.590 M $ 133856 2011/03/31 6.899 M $ 7.80 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.24% 88.356 M $ 176992 2009/03/31 6.588 M $ 7.79 %
2025/09/30 LRCX LAM RESEARCH CORP 0.24% 87.620 M $ 654367 2024/12/31 25.015 M $ 37.56 %
2025/09/30 GEV GE VERNOVA INC 0.24% 86.657 M $ 140928 2024/06/30 12.529 M $ 16.21 %
2025/09/30 TXN TEXAS INSTRS INC 0.24% 85.978 M $ 467959 2009/03/31 -11.559 M $ -11.51 %
2025/09/30 ATO ATMOS ENERGY CORP 0.24% 85.966 M $ 503464 2009/03/31 7.724 M $ 10.80 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.23% 84.780 M $ 888029 2009/03/31 3.889 M $ 4.64 %
2025/09/30 ADBE ADOBE INC 0.23% 84.505 M $ 239560 2009/03/31 -8.483 M $ -8.82 %
2025/09/30 BA BOEING CO 0.23% 83.486 M $ 386812 2009/03/31 2.512 M $ 3.01 %
2025/09/30 SLB SCHLUMBERGER LTD 0.23% 82.696 M $ 2406054 2009/03/31 1.311 M $ 1.69 %
2025/09/30 ANET ARISTA NETWORKS INC 0.22% 80.477 M $ 552306 2024/12/31 26.282 M $ 42.42 %
2025/09/30 SNOW SNOWFLAKE INC 0.22% 79.293 M $ 351555 2022/12/31 595.527 K $ 0.80 %
2025/09/30 AMGN AMGEN INC 0.22% 79.198 M $ 280645 2009/03/31 867.183 K $ 1.07 %
2025/09/30 SPGI S&P GLOBAL INC 0.21% 78.015 M $ 160290 2016/06/30 -6.762 M $ -7.70 %
2025/09/30 APH AMPHENOL CORP NEW 0.21% 77.137 M $ 623327 2009/03/31 15.979 M $ 25.32 %
2025/09/30 INTC INTEL CORP 0.21% 75.479 M $ 2249754 2009/03/31 25.916 M $ 49.78 %
2025/09/30 PFE PFIZER INC 0.21% 74.951 M $ 2941543 2009/03/31 3.780 M $ 5.12 %
2025/09/30 ETN EATON CORP PLC 0.21% 74.600 M $ 199332 2012/12/31 3.578 M $ 4.83 %