Long-term investor
Chevy Chase Trust Holdings, LLC @chevychasetrustholdingsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001462020).
Record
- Tracked since 2025-06-30 (441 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +14.7% · all +14.7%
- Max drawdown n/a · win rate 24% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 7.5% · long · since 2025-06-30
- AAPL · 6.6% · long · since 2025-06-30
- MSFT · 4.1% · long · since 2025-06-30
- AMZN · 3.6% · long · since 2025-06-30
- GOOGL · 3.3% · long · since 2025-06-30
- GOOG · 2.9% · long · since 2025-06-30
- AVGO · 2.6% · long · since 2025-06-30
- BRK-B · 1.7% · long · since 2025-06-30
- MU · 1.6% · long · since 2025-06-30
- JPM · 1.6% · long · since 2025-06-30
- META · 1.5% · long · since 2025-06-30
- TSLA · 1.5% · long · since 2025-06-30