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CIK: 0001164632
Total reported value
$2.6B
$2.6B
330 檔
13.5%
The Q1 2025 SEC filing reveals that Chesley Taft & Associates LLC held a total portfolio value of $2.6B, covering 330 public equity positions.
In Q1 2025, Chesley Taft & Associates LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 330 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.26% | -0.53% | -1.16% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.53% | +0.65% | -0.13% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.22% | +0.18% | -0.60% | |
| 4 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.13% | -0.39% | -1.39% | |
| 5 | SYK | Stryker CORP | Stock-Healthcare | 2.60% | -0.21% | -1.72% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | +0.17% | +0.19% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.34% | +0.20% | +0.39% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.24% | +0.30% | -19.16% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.18% | +0.09% | -1.61% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.03% | +0.03% | +0.47% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.94% | +0.11% | +0.68% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.88% | +0.23% | -1.50% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.64% | -0.08% | -1.29% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.54% | +0.09% | -2.40% | |
| 15 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.52% | +1.13% | -0.07% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.50% | -0.38% | -0.50% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.50% | -0.05% | -1.51% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.47% | +0.12% | +0.84% | |
| 19 | CB | Chubb Limited | Stock-Financials | 1.44% | -0.02% | -0.62% | |
| 20 | ACN | Accenture plc | Stock-Tech | 1.40% | -0.37% | -0.29% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.39% | -0.04% | -1.52% | |
| 22 | AXP | American Express Co | Stock-Financials | 1.37% | +0.03% | -1.23% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.27% | -0.23% | -28.02% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.16% | -0.07% | +0.00% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 1.11% | -0.05% | -0.14% | |
| 26 | AZO | Autozone Inc | Stock-Consumer Disc | 1.10% | -0.10% | +2.83% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.04% | -0.07% | +2.45% | |
| 28 | HON | Honeywell International Inc | Stock-Industrials | 1.04% | -0.94% | EXIT | |
| 29 | ITW | Illinois Tool Works | Stock-Industrials | 1.02% | -0.07% | -1.54% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.00% | -0.03% | +4.56% | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 0.96% | -0.08% | -0.41% | |
| 32 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.93% | -0.02% | -0.67% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | +0.16% | +3.19% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-Other | 0.90% | -0.04% | -0.86% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.88% | -0.06% | +0.54% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.15% | -4.51% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.86% | +0.12% | +5.61% | |
| 38 | ZTS | Zoetis Inc | Stock-Healthcare | 0.85% | -0.12% | -3.79% | |
| 39 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.76% | -0.01% | +97.69% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.73% | +0.14% | +0.78% | |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.72% | -0.03% | +6.64% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.26% | +0.45% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.69% | +0.04% | -2.22% | |
| 44 | XLF | Ss Financial Select Sector | ETF-Other | 0.66% | +0.01% | -1.11% | |
| 45 | ICE | Intercontinental Exchange In | Stock-Financials | 0.65% | -0.14% | -2.69% | |
| 46 | APH | Amphenol Corp-cl A | Stock-Tech | 0.64% | +0.30% | -0.45% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.63% | +0.18% | +2.70% | |
| 48 | FISV | Fiserv Inc | Stock-Other | 0.62% | -0.03% | -3.12% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | +0.07% | +10.49% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.58% | -0.01% | -6.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 3 | AAPL | Apple Inc | — | NEW | New buy |
| 4 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 5 | SYK | Stryker CORP | — | NEW | New buy |
| 6 | NVDA | Nvidia CORP | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | AVGO | Broadcom Inc | — | NEW | New buy |
| 9 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 11 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 12 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 13 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 15 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 16 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 17 | ABT | Abbott Laboratories | — | NEW | New buy |
| 18 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 19 | CB | Chubb Limited | — | NEW | New buy |
| 20 | ACN | Accenture plc | — | NEW | New buy |
| 21 | MA | Mastercard Inc - A | — | NEW | New buy |
| 22 | AXP | American Express Co | — | NEW | New buy |
| 23 | PEP | Pepsico Inc | — | NEW | New buy |
| 24 | ORCL | Oracle CORP | — | NEW | New buy |
| 25 | HD | Home Depot Inc | — | NEW | New buy |
| 26 | AZO | Autozone Inc | — | NEW | New buy |
| 27 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 28 | HON | Honeywell International Inc | — | NEW | New buy |
| 29 | ITW | Illinois Tool Works | — | NEW | New buy |
| 30 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 31 | WM | Waste Management Inc | — | NEW | New buy |
| 32 | KO | Coca-cola Co/the | — | NEW | New buy |
| 33 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 34 | MUB | Ishares National Muni Bond E | — | NEW | New buy |
| 35 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 36 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 37 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 38 | ZTS | Zoetis Inc | — | NEW | New buy |
| 39 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 40 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 41 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 42 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 43 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 44 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 45 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 46 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 47 | CRM | Salesforce Inc | — | NEW | New buy |
| 48 | FISV | Fiserv Inc | — | NEW | New buy |
| 49 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 50 | BX | Blackstone Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Chesley Taft & Associates LLC reported a total U.S. public equity portfolio value of $2.6B across 330 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, GOOG, AAPL) accounted for 13.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $88.2M
During Q1 2025, Chesley Taft & Associates LLC's top holdings by market value included MSFT (4.3%)、GOOG (3.5%)、AAPL (3.2%). The largest single position, MSFT, represented 4.3% of total portfolio value.
In Q1 2025, Chesley Taft & Associates LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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