Chesley Taft & Associates LLC Portfolio Holdings
Chesley Taft & Associates LLC
- $2.13 Billion
- Q4 2024
Chesley Taft & Associates LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.13 Billion distributed in 326 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $100M, Alphabet Inc. with a value of $89.2M, Broadcom Inc. with a value of $79.4M, Apple Inc. with a value of $75.5M, and Costco Wholesale Corp with a value of $63.6M.
Examining the 13F form we can see an increase of $48.4M in the current position value, from $2.08B to 2.13B.
Below you can find more details about Chesley Taft & Associates LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.13 Billion
Technology: $505 Million
ETFs: $416 Million
Financial Services: $274 Million
Healthcare: $244 Million
Communication Services: $173 Million
Consumer Defensive: $146 Million
Consumer Cyclical: $143 Million
Industrials: $142 Million
Other: $82.6 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 326
- Current Value $2.13 Billion
- Prior Value $2.08 Billion
- Filing
- Period Q4 2024
- Filing Date January 16, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 16 stocks
- Additional Purchases 117 stocks
- Sold out of 0 stocks
- Reduced holdings in 127 stocks