Chesley Taft & Associates LLC Portfolio Holdings
Chesley Taft & Associates LLC
- $2.47 Billion
- Q4 2025
Chesley Taft & Associates LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $2.47 Billion distributed in 624 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $124M, Microsoft Corp with a value of $123M, Nvidia Corp with a value of $89.6M, Broadcom Inc. with a value of $88.2M, and Apple Inc. with a value of $76.7M.
Examining the 13F form we can see an increase of $136M in the current position value, from $2.34B to 2.47B.
Below you can find more details about Chesley Taft & Associates LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.47 Billion
Technology: $598 Million
ETFs: $531 Million
Financial Services: $328 Million
Healthcare: $261 Million
Communication Services: $216 Million
Consumer Cyclical: $162 Million
Industrials: $142 Million
Consumer Defensive: $135 Million
Other: $93.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 624
- Current Value $2.47 Billion
- Prior Value $2.34 Billion
- Filing
- Period Q4 2025
- Filing Date January 14, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 34 stocks
- Additional Purchases 242 stocks
- Sold out of 0 stocks
- Reduced holdings in 68 stocks