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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001462020

Chevy Chase Trust Holdings, LLC

BETHESDA, MD · File #028-13507

Latest AUM
$37.02B
Positions
1,152
Top-10 Concentration
62.3%
Filings
13

Sector Allocation

Technology
31.7%$11.72B
Healthcare
8.7%$3.23B
Financials
4.9%$1.81B
Industrials
4.8%$1.79B
Energy
2.3%$861.6M
Consumer Staples
2.3%$860.9M
Materials
1.4%$505.7M
Utilities
1.1%$409.5M
Real Estate
0.8%$295.0M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1NVIDIA CORPORATIONNVDA14,949,406$2.79B12.59%
2APPLE INCAAPL8,975,151$2.44B11.02%
3MICROSOFT CORPMSFT4,403,339$2.13B9.62%
4AMAZON COM INCAMZN5,939,835$1.37B6.19%
5ALPHABET INCGOOG3,642,989$1.14B5.15%
6ALPHABET INCGOOG3,181,173$998.3M4.51%
7BROADCOM INCAVGO2,650,807$917.4M4.14%
8META PLATFORMS INCMETA1,075,551$710.0M3.21%
9BERKSHIRE HATHAWAY INC DELBRK-A1,330,342$668.7M3.02%
10JPMORGAN CHASE & CO.VYLD1,966,013$633.5M2.86%
11TESLA INCTSLA1,383,417$622.2M2.81%
12VISA INCV1,387,389$486.6M2.20%
13ELI LILLY & COLLY397,980$427.7M1.93%
14GOLDMAN SACHS GROUP INCGSCE432,664$380.3M1.72%
15COSTCO WHSL CORP NEW22160K105386,338$333.2M1.50%
16JOHNSON & JOHNSONJNJ1,316,005$272.3M1.23%
17EXXON MOBIL CORPXOM2,137,140$257.2M1.16%
18TJX COS INC NEW8725401091,582,956$243.2M1.10%
19MASTERCARD INCORPORATEDMA425,509$242.9M1.10%
20WALMART INCWMT2,178,290$242.7M1.10%