Chesley Taft & Associates LLC
CIK: 1164632SEC EDGAR →
Portfolio Value
$538.7B
Holdings
370
As of
Q1 2026
New Positions
370
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 521,388 | $45.2B | 8.39% |
| 2 | ISHARES TR | 603,874 | $40.8B | 7.57% |
| 3 | EQT CORP | 344,274 | $21.9B | 4.07% |
| 4 | VANGUARD TAX-MANAGED FDS | 339,275 | $21.7B | 4.04% |
| 5 | COCA COLA CO | 273,612 | $20.8B | 3.86% |
| 6 | VANGUARD INTL EQUITY INDEX F | 261,536 | $19.6B | 3.65% |
| 7 | WELLS FARGO & CO | 221,240 | $17.6B | 3.27% |
| 8 | UBER TECHNOLOGIES INC | 226,587 | $16.3B | 3.03% |
| 9 | DISNEY WALT CO | 148,683 | $14.3B | 2.66% |
| 10 | J P MORGAN EXCHANGE TRADED F | 280,702 | $14.0B | 2.61% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 144 | $344.0B | 63.9% |
| Consumer Defensive | 16 | $36.5B | 6.8% |
| Energy | 18 | $33.7B | 6.3% |
| Technology | 42 | $30.6B | 5.7% |
| Communication Services | 10 | $28.2B | 5.2% |
| Utilities | 15 | $17.6B | 3.3% |
| Consumer Cyclical | 21 | $15.5B | 2.9% |
| Healthcare | 27 | $15.1B | 2.8% |
| Industrials | 41 | $6.6B | 1.2% |
| Unknown | 18 | $4.5B | 0.8% |
| Real Estate | 7 | $4.0B | 0.7% |
| Basic Materials | 11 | $2.4B | 0.4% |