Chesley Taft & Associates LLC Purchases in Q4 2025

Chesley Taft & Associates LLC

  • $2.47 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
5.55K
+ 1.3%
$237.49 - $291.74 $1.32M - $1.62M
433K $124M
AMZN
Amazon Com Inc

Consumer Cyclical
10.2K
+ 3.33%
$213.04 - $254.0 $2.17M - $2.58M
315K $74M
LLY
Eli Lilly & CO

Healthcare
1.52K
+ 7.26%
$799.57 - $1025.28 $1.21M - $1.56M
22.4K $22.9M
GLD
Spdr Gold Trust

ETFs
12.4K
+ 11.96%
$354.79 - $403.15 $4.4M - $5M
116K $43.6M
CM
Canadian Imperial Bank Of Commerce

Financial Services
67.5K
+ 383.14%
$79.81 - $87.17 $5.38M - $5.88M
85.1K $7.42M
JNJ
Johnson & Johnson

Healthcare
14.8K
+ 7.46%
$185.98 - $199.58 $2.75M - $2.95M
213K $42.5M
MSFT
Microsoft Corp

Technology
15.6K
+ 6.93%
$496.82 - $542.07 $7.77M - $8.48M
241K $123M
IXUS
Ishares Tr

ETFs
52.9K
+ 11.74%
$81.21 - $85.27 $4.3M - $4.51M
504K $42.4M
GOOGL
Alphabet Inc.

Communication Services
4.27K
+ 4.06%
$236.57 - $291.31 $1.01M - $1.24M
109K $30.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
6.5K
+ 11.58%
$653.02 - $687.39 $4.25M - $4.47M
62.7K $41.7M
AVGO
Broadcom Inc.

Technology
2.23K
+ 0.87%
$324.63 - $385.98 $724K - $861K
257K $88.2M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
78.8K
+ 45.23%
$50.33 - $50.81 $3.97M - $4.01M
253K $12.8M
APH
Amphenol Corp

Technology
15.3K
+ 8.04%
$121.7 - $143.85 $1.87M - $2.21M
206K $27.6M
AZN
Astrazeneca PLC

Healthcare
26K
+ 20.5%
$81.15 - $89.4 $2.11M - $2.32M
153K $13.7M
AAPL
Apple Inc.

Technology
278
+ 0.1%
$245.27 - $275.25 $68.2K - $76.5K
287K $76.7M
NVDA
Nvidia Corp

Technology
19.1K
+ 4.14%
$179.83 - $207.04 $3.44M - $3.96M
480K $89.6M
RTX
Raytheon Technologies Corp

Industrials
14.8K
+ 13.7%
$157.0 - $179.44 $2.32M - $2.65M
123K $21.6M
CB
Chubb LTD

Financial Services
7.04K
+ 7.38%
$268.2 - $296.22 $1.89M - $2.09M
102K $30.3M
PEP
Pepsico Inc

Consumer Defensive
13.7K
+ 8.44%
$138.84 - $153.71 $1.9M - $2.1M
176K $26M
PANW
Palo Alto Networks Inc

Technology
13.3K
+ 7.48%
$204.77 - $221.38 $2.73M - $2.95M
191K $39.3M
VEA
Vanguard Ftse Developed Market

ETFs
40.5K
+ 13.93%
$59.18 - $62.09 $2.4M - $2.51M
331K $20.3M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
New
$712170.0 - $770185.0 $2.14M - $2.31M
3 $2.27M
C
Citigroup Inc

Financial Services
26.5K
+ 21.9%
$93.93 - $102.87 $2.49M - $2.72M
147K $14.5M
XOM
Exxon Mobil Corp

Energy
13.1K
+ 10.69%
$110.64 - $119.78 $1.45M - $1.57M
136K $16M
AMGN
Amgen Inc

Healthcare
2.57K
+ 14.58%
$290.13 - $341.71 $744K - $876K
20.2K $6.89M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
21.7K
+ 6.3%
$114.27 - $121.15 $2.47M - $2.62M
365K $42.7M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
36.4K
+ 21.99%
$50.85 - $51.0 $1.85M - $1.85M
202K $10.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
18.4K
+ 7.55%
$70.2 - $73.89 $1.29M - $1.36M
262K $19.1M
COST
Costco Wholesale Corp

Consumer Defensive
2.81K
+ 4.26%
$910.94 - $954.99 $2.56M - $2.68M
68.7K $62.7M
EFA
Ishares Tr Msci Eafe ETF

ETFs
15.4K
+ 12.79%
$92.24 - $96.56 $1.42M - $1.49M
136K $12.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
60.7K
+ 87.23%
$25.2 - $26.46 $1.53M - $1.61M
130K $3.36M
ABT
Abbott Laboratories

Healthcare
18.6K
+ 8.34%
$123.62 - $134.59 $2.3M - $2.5M
242K $31.4M
NEE
Nextera Energy Inc

Utilities
243
+ 0.17%
$78.18 - $86.03 $19K - $20.9K
144K $12.4M
PFE
Pfizer Inc

Healthcare
61K
+ 41.3%
$24.23 - $27.37 $1.48M - $1.67M
209K $5.23M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
56.9K
New
$25.25 - $25.65 $1.44M - $1.46M
56.9K $1.46M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
23.4K
+ 18.39%
$49.98 - $50.59 $1.17M - $1.19M
151K $7.58M
EMB
Ishares Tr

ETFs
12.4K
New
$94.63 - $97.03 $1.17M - $1.2M
12.4K $1.19M
V
Visa Inc.

Financial Services
9.42K
+ 7.63%
$325.75 - $352.42 $3.07M - $3.32M
133K $43.3M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
29.3K
+ 84.59%
$34.39 - $36.1 $1.01M - $1.06M
64K $2.28M
DHR
Danaher Corp

Healthcare
1.2K
+ 3.36%
$202.46 - $223.01 $242K - $266K
36.8K $8.11M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
20.6K
+ 12.71%
$50.83 - $51.07 $1.04M - $1.05M
182K $9.29M
IVV
Ishares Core S&P 500 ETF

ETFs
1.26K
+ 4.43%
$656.2 - $690.71 $829K - $872K
29.8K $20.1M
SUB
Ishares Short Term National Mu

ETFs
9.48K
+ 15.91%
$106.22 - $106.81 $1.01M - $1.01M
69.1K $7.36M
WM
Waste Management Inc

Industrials
9.33K
+ 11.27%
$196.77 - $219.98 $1.83M - $2.05M
92.1K $19.3M
MRK
Merck & Co., Inc.

Healthcare
5.21K
+ 9.43%
$82.49 - $92.93 $430K - $484K
60.5K $5.62M
SLV
I Shares Silver Trust

ETFs
14K
+ 15.96%
$42.4 - $49.17 $591K - $686K
101K $4.66M
NEU
Newmarket Corp

Basic Materials
1.12K
New
$742.86 - $873.09 $832K - $978K
1.12K $878K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.3K
+ 36.01%
$52.54 - $55.77 $805K - $855K
57.9K $3.18M
ABBV
Abb Vie Inc.

Healthcare
3.5K
+ 18.19%
$211.96 - $244.38 $742K - $856K
22.8K $5.32M
Activity Summary
Buys All Purchases 276 New Holdings 34 Increased Positions 242 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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