Chesley Taft & Associates LLC

CIK 0001164632 · CHICAGO, IL · Quarter end: 2026-06-30 · Filed on: 2026-07-08 · Open the SEC source

Chesley Taft & Associates LLC reported 369 positions worth $2.57B as of June 30, 2026 (13F filed July 8, 2026). Largest holding: GOOG (5.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.57B
2026 Q2
Positions
369
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.2%
Est. Net Flow (Q)
2026 Q2
10 / 369 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GOOGALPHABET INCSH$147.9M5.76%418,449
2NVDANVIDIA CORPORATIONSH$93.0M3.62%464,689
3AAPLAPPLE INCSH$82.3M3.20%284,343
4AMZNAMAZON COM INCSH$81.0M3.16%340,030
5MSFTMICROSOFT CORPSH$81.0M3.15%217,171
6AVGOBROADCOM INCSH$80.4M3.13%212,959
7PANWPALO ALTO NETWORKS INCSH$62.1M2.42%182,105
8COSTCOSTCO WHOLESALE CORPORATIONSH$61.8M2.41%66,032
9JPMJPMORGAN CHASE & COSH$56.0M2.18%171,069
10IJRISHARES TRSH$55.1M2.15%371,712

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Chesley Taft & Associates LLC hold as of Q2 2026?

Chesley Taft & Associates LLC reported 369 positions worth $2.57B in its Q2 2026 13F filing. Largest positions: GOOG (5.8%), NVDA (3.6%), AAPL (3.2%), AMZN (3.2%) and MSFT (3.2%).

What did Chesley Taft & Associates LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Chesley Taft & Associates LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.