Chesley Taft & Associates LLC
CIK: 0001164632SEC EDGAR →
Portfolio Value
$2.5B
Holdings
371
As of
Q4 2025
New Positions
22
Closed Positions
8
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 433,062 | $135.9M | 5.36% |
| 2 | MICROSOFT CORP | 241,411 | $116.7M | 4.61% |
| 3 | NVIDIA CORPORATION | 480,297 | $89.6M | 3.53% |
| 4 | BROADCOM INC | 257,266 | $89.0M | 3.51% |
| 5 | APPLE INC | 286,935 | $78.0M | 3.08% |
| 6 | AMAZON COM INC | 315,372 | $72.8M | 2.87% |
| 7 | COSTCO WHSL CORP NEW | 68,667 | $59.2M | 2.34% |
| 8 | JPMORGAN CHASE & CO. | 176,208 | $56.8M | 2.24% |
| 9 | STRYKER CORPORATION | 141,083 | $49.6M | 1.96% |
| 10 | VISA INC | 132,858 | $46.6M | 1.84% |
Quarterly Changes
Top Buys
New Positions (34)
$2.3M · 3 shares
$1.5M · 57K shares
$1.2M · 12K shares
$991K · 7K shares
$888K · 10K shares
$848K · 3K shares
$769K · 1K shares
$677K · 15K shares
$630K · 17K shares
$602K · 3K shares
$597K · 10K shares
$519K · 6K shares
$459K · 3K shares
$455K · 9K shares
$398K · 2K shares
$369K · 7K shares
$344K · 4K shares
$326K · 2K shares
$267K · 10K shares
$254K · 11K shares
$253K · 750 shares
$253K · 3K shares
$236K · 1K shares
$231K · 4K shares
$230K · 2K shares
$228K · 5K shares
$221K · 4K shares
$216K · 988 shares
$215K · 5K shares
$211K · 7K shares
$208K · 568 shares
$201K · 694 shares
$200K · 7K shares
$129K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 143 | $828.9M | 32.7% |
| Technology | 44 | $587.2M | 23.2% |
| Healthcare | 29 | $257.7M | 10.2% |
| Communication Services | 10 | $231.7M | 9.1% |
| Consumer Cyclical | 22 | $158.2M | 6.2% |
| Industrials | 39 | $146.6M | 5.8% |
| Consumer Defensive | 16 | $128.9M | 5.1% |
| Unknown | 19 | $91.2M | 3.6% |
| Energy | 18 | $41.4M | 1.6% |
| Basic Materials | 10 | $30.4M | 1.2% |
| Utilities | 14 | $21.3M | 0.8% |
| Real Estate | 7 | $10.2M | 0.4% |