Chesley Taft & Associates LLC 13F Holdings

CIK 0001164632 · CHICAGO, IL

As of Sep 30, 2025, Chesley Taft & Associates LLC reported 348 positions worth $2.3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology225,772 16.9M5.12%
ALPHABET INCGOOGEquity427,512 04.1M4.56%
NVIDIA CORPNVDATechnology461,186$86.0M3.77%
BROADCOM INCAVGOTechnology255,036$84.1M3.69%
APPLE INCAAPLTechnology286,657$73.0M3.20%
AMAZON.COM INCAMZNEquity305,209$67.0M2.94%
COSTCO WHOLESALE CORPCOSTConsumer Defensive65,859$61.0M2.67%
JPMORGAN CHASE & COJPMFinancial Services167,087$52.7M2.31%
STRYKER CORPSYKHealthcare137,853$51.0M2.23%
ORACLE CORPORCLTechnology174,033$48.9M2.14%
VISA INC-CLASS A SHARESVFinancial Services123,442$42.1M1.85%
ISHARES CORE S&P SMALL-CAP ETFIJR—343,679$40.8M1.79%
ISHARES CORE S&P MID-CAP ETFIJH—600,487$39.2M1.72%
SPDR S&P 500 ETF TRUSTSPY—56,154$37.4M1.64%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFIXUS—450,702$37.2M1.63%
SPDR GOLD TRUSTGQ9—103,680$36.9M1.62%
JOHNSON & JOHNSONJNJHealthcare198,127$36.7M1.61%
PALO ALTO NETWORKS INCPANWTechnology178,147$36.3M1.59%
AMERICAN EXPRESS COAXPFinancial Services105,087$34.9M1.53%
ABBOTT LABORATORIESABTHealthcare223,162$29.9M1.31%
MASTERCARD INCMAFinancial Services49,305$28.0M1.23%
META PLATFORMS INCMETACommunication Services37,113$27.3M1.19%
CHUBB LTDCBFinancial Services95,384$26.9M1.18%
ALPHABET INCGOOGLEquity105,166$25.6M1.12%
AUTOZONE INCAZOConsumer Cyclical5,825$25.0M1.10%