Chesley Taft & Associates LLC
CIK: 0001164632SEC EDGAR →
Portfolio Value
$2.5T
Holdings
371
As of
Q4 2025
New Positions
22
Closed Positions
8
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ALPHABET INC | 433,062 | $135.9B | 5.36% |
| 2 | MICROSOFT CORP | 241,411 | $116.7B | 4.61% |
| 3 | NVIDIA CORPORATION | 480,297 | $89.6B | 3.53% |
| 4 | BROADCOM INC | 257,266 | $89.0B | 3.51% |
| 5 | APPLE INC | 286,935 | $78.0B | 3.08% |
| 6 | AMAZON COM INC | 315,372 | $72.8B | 2.87% |
| 7 | COSTCO WHSL CORP NEW | 68,667 | $59.2B | 2.34% |
| 8 | JPMORGAN CHASE & CO. | 176,208 | $56.8B | 2.24% |
| 9 | STRYKER CORPORATION | 141,083 | $49.6B | 1.96% |
| 10 | VISA INC | 132,858 | $46.6B | 1.84% |
Quarterly Changes
Top Buys
New Positions (34)
$2.3B · 3 shares
$1.5B · 57K shares
$1.2B · 12K shares
$991.0M · 7K shares
$888.0M · 10K shares
$848.0M · 3K shares
$769.0M · 1K shares
$677.0M · 15K shares
$630.0M · 17K shares
$602.0M · 3K shares
$597.0M · 10K shares
$519.0M · 6K shares
$459.0M · 3K shares
$455.0M · 9K shares
$398.0M · 2K shares
$369.0M · 7K shares
$344.0M · 4K shares
$326.0M · 2K shares
$267.0M · 10K shares
$254.0M · 11K shares
$253.0M · 750 shares
$253.0M · 3K shares
$236.0M · 1K shares
$231.0M · 4K shares
$230.0M · 2K shares
$228.0M · 5K shares
$221.0M · 4K shares
$216.0M · 988 shares
$215.0M · 5K shares
$211.0M · 7K shares
$208.0M · 568 shares
$201.0M · 694 shares
$200.0M · 7K shares
$129.0M · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 143 | $828.9B | 32.7% |
| Technology | 45 | $587.5B | 23.2% |
| Healthcare | 29 | $257.7B | 10.2% |
| Communication Services | 9 | $231.5B | 9.1% |
| Consumer Cyclical | 22 | $158.2B | 6.2% |
| Industrials | 39 | $146.6B | 5.8% |
| Consumer Defensive | 16 | $128.9B | 5.1% |
| Unknown | 19 | $91.2B | 3.6% |
| Energy | 18 | $41.4B | 1.6% |
| Basic Materials | 10 | $30.4B | 1.2% |
| Utilities | 14 | $21.3B | 0.8% |
| Real Estate | 7 | $10.2B | 0.4% |