Chevy Chase Trust Holdings, LLC
Annual return
—
SPY
—
Alpha
—
Invested
$34.7B
Holdings
641
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsIn development
Quarterly performance not yet computed for this fund.
The metrics pipeline computes return / SPY benchmark / alpha per quarter from this fund's 13F holdings and the SPY adj-close. It hasn't produced enough quarters here yet — the chart fills in automatically once at least two are on record.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 8.8% (838.7k → 765.0k shares)
7.5%
02
$AAPL
APPLE INC
Q4 2025: Increased +2925.8% (593.2k → 17.95M shares)
6.6%
03
$MSFT
MICROSOFT CORP
Q4 2025: Increased +3347.0% (255.5k → 8.81M shares)
4.7%
04
$AMZN
AMAZON COM INC
Q4 2025: Sold 97.4% (11.92M → 306.3k shares)
3.6%
05
$GOOGL
ALPHABET INC
Q4 2025: Increased +3544.1% (199.9k → 7.29M shares)
3.0%
06
$GOOG
ALPHABET INC
Q4 2025: Sold 13.6% (256.7k → 221.8k shares)
2.6%
07
$AVGO
BROADCOM INC
Q4 2025: Sold 97.2% (5.30M → 148.7k shares)
2.4%
08
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Increased +2809.1% (91.5k → 2.66M shares)
1.8%
09
$META
META PLATFORMS INC
Q4 2025: Sold 96.8% (2.15M → 68.6k shares)
1.8%
10
$JPM
JPMORGAN CHASE & CO
Q4 2025: Sold 9.3% (94.5k → 85.7k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 10:30 UTC.