Chevy Chase Trust Holdings, LLC
•CIK: 1462020•Filing: Q4 2025
Chevy Chase Trust Holdings, LLC, managed by the seasoned team at Chevy Chase Trust, maintains a $37.0B AUM with a focus on technology and growth stocks, as evidenced by top holdings like NVDA, AAPL, and MSFT. Recently, the fund has made notable moves by adding XLK and VDC significantly, while exiting positions in FITBM and STT-PG, reflecting a strategic pivot towards sectors poised for growth.
Total AUM
$37.0B
QoQ Performance
+1.8%
Positions
590
Top 10 Concentration
43.9%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
MSFT
NVDA7.7%
AAPL6.8%
MSFT5.9%
AMZN3.8%
GOOGL3.2%
GOOG2.8%
AVGO2.5%
META2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology39.8%
Other22.4%
Financial10.6%
Consumer10.5%
Healthcare6.5%
Industrial2.9%
Communication1.7%
Energy1.6%
🚪 Exited Positionssold since Q3 2025
+426 more exited positions
Changes from Q3 2025
NEW3 new positions
↑24 increased
↓173 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023