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CIK: 0001164632
Total reported value
$2.6B
$2.6B
334 檔
16.0%
The Q2 2025 SEC filing reveals that Chesley Taft & Associates LLC held a total portfolio value of $2.6B, covering 334 public equity positions.
In Q2 2025, Chesley Taft & Associates LLC adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 334 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.14% | -0.53% | -1.37% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.51% | +0.65% | -5.28% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 3.33% | +0.30% | -2.41% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.30% | +0.17% | -1.14% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.01% | +0.20% | +20.64% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.00% | -0.39% | -0.91% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.59% | +0.18% | -5.85% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 2.53% | -0.21% | -1.03% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.20% | +0.03% | -0.70% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.01% | +0.09% | -1.29% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.74% | +0.23% | -3.94% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.72% | +0.11% | -9.75% | |
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.66% | +1.13% | -1.09% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 1.66% | -0.07% | -0.56% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.55% | +0.09% | -1.03% | |
| 16 | AXP | American Express Co | Stock-Financials | 1.50% | +0.03% | +0.12% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.47% | -0.38% | +0.57% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.47% | +0.12% | -2.09% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.41% | -0.05% | -0.60% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.39% | -0.08% | -0.63% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.29% | -0.04% | -1.94% | |
| 22 | CB | Chubb Limited | Stock-Financials | 1.28% | -0.02% | +0.54% | |
| 23 | ACN | Accenture plc | Stock-Tech | 1.23% | -0.37% | -0.53% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.23% | -0.07% | -0.74% | |
| 25 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.04% | -0.06% | +1.36% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 1.04% | -0.94% | EXIT | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.02% | -0.05% | -0.58% | |
| 28 | AZO | Autozone Inc | Stock-Consumer Disc | 0.99% | -0.10% | -0.17% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.97% | -0.23% | -6.28% | |
| 30 | ITW | Illinois Tool Works | Stock-Industrials | 0.93% | -0.07% | -1.54% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.89% | -0.02% | +4.59% | |
| 32 | WM | Waste Management Inc | Stock-Industrials | 0.87% | -0.08% | -0.50% | |
| 33 | APH | Amphenol Corp-cl A | Stock-Tech | 0.87% | +0.30% | -1.96% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.15% | -12.01% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | +0.16% | -1.01% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.79% | -0.03% | +5.82% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.14% | +1.29% | |
| 38 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.75% | -0.03% | -0.72% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.73% | +0.04% | +2.86% | |
| 40 | ZTS | Zoetis Inc | Stock-Healthcare | 0.72% | -0.12% | -3.12% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.71% | -0.06% | +24.83% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.68% | -0.04% | -18.01% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.67% | +0.07% | +4.96% | |
| 44 | ICE | Intercontinental Exchange In | Stock-Financials | 0.62% | -0.14% | -2.76% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.61% | -0.13% | +0.95% | |
| 46 | XLF | Ss Financial Select Sector | ETF-Other | 0.60% | +0.01% | -5.89% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.26% | +0.02% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.59% | +0.18% | -1.51% | |
| 49 | UBER | Uber Technologies Inc | Stock-Industrials | 0.57% | +0.08% | +4529.10% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.57% | -0.01% | -0.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.1% | -2.41% | Trim |
| 2 | MSFT | Microsoft CORP | +0.9% | -1.37% | Trim |
| 3 | NVDA | Nvidia CORP | +0.8% | -1.14% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.7% | +20.64% | Add |
| 5 | UBER | Uber Technologies Inc | +0.6% | +4529.10% | Add |
| 6 | ORCL | Oracle CORP | +0.5% | -0.56% | Trim |
| 7 | APH | Amphenol Corp-cl A | +0.2% | -1.96% | Trim |
| 8 | META | Meta Platforms Inc-class A | +0.2% | -0.74% | Trim |
| 9 | JPM | Jpmorgan Chase & Co | +0.2% | -0.70% | Trim |
| 10 | DIS | Walt Disney Co/the | +0.2% | +1.36% | Add |
| 11 | RTX | Rtx CORP | +0.2% | +24.83% | Add |
| 12 | NFLX | Netflix Inc | +0.2% | +0.95% | Add |
| 13 | PANW | Palo Alto Networks Inc | +0.1% | -1.09% | Trim |
| 14 | JMUB | Jpmorgan Municipal ETF | +0.1% | +87.35% | Add |
| 15 | AXP | American Express Co | +0.1% | +0.12% | Add |
| 16 | CBOE | Cboe Global Markets Inc | +0.1% | +108.43% | Add |
| 17 | NOW | Servicenow Inc | +0.1% | +42.02% | Add |
| 18 | JPIE | Jpmorgan Income ETF | +0.1% | NEW | New buy |
| 19 | WELL | Welltower Inc | +0.1% | NEW | New buy |
| 20 | C | Citigroup Inc | +0.1% | +10.31% | Add |
| 21 | WFC | Wells Fargo & Co | +0.1% | +5.82% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.1% | +4.96% | Add |
| 23 | RAL | Ralliant CORP | +0.1% | NEW | New buy |
| 24 | VEU | Vanguard Ftse All-world Ex-u | 0% | +2.86% | Add |
| 25 | JMST | JPM Ultra-short Muni Income | 0% | +23.77% | Add |
| 26 | IVV | Ishares Core S&p 500 ETF | 0% | +1.29% | Add |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.03% | Trim |
| 28 | IXUS | Ishares Core Intl Stock ETF | — | -2.09% | Trim |
| 29 | HON | Honeywell International Inc | — | -1.89% | Trim |
| 30 | GOOG | Alphabet Inc-cl C | 0% | -5.28% | Trim |
| 31 | GLD | Spdr Gold Shares | 0% | +0.57% | Add |
| 32 | SYK | Stryker CORP | -0.1% | -1.03% | Trim |
| 33 | NOC | Northrop Grumman CORP | -0.1% | -65.39% | Trim |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | EXIT | Sold out |
| 35 | PHM | Pultegroup Inc | -0.1% | EXIT | Sold out |
| 36 | FTV | Fortive CORP | -0.1% | -2.74% | Trim |
| 37 | DECK | Deckers Outdoor CORP | -0.1% | EXIT | Sold out |
| 38 | XOM | Exxon Mobil CORP | -0.1% | +0.02% | Add |
| 39 | COST | Costco Wholesale CORP | -0.1% | -0.91% | Trim |
| 40 | ZTS | Zoetis Inc | -0.1% | -3.12% | Trim |
| 41 | ACN | Accenture plc | -0.2% | -0.53% | Trim |
| 42 | FISV | Fiserv Inc | -0.2% | -7.11% | Trim |
| 43 | MUB | Ishares National Muni Bond E | -0.2% | -18.01% | Trim |
| 44 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -9.75% | Trim |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.3% | -0.72% | Trim |
| 46 | JNJ | Johnson & Johnson | -0.3% | -0.63% | Trim |
| 47 | PEP | Pepsico Inc | -0.3% | -6.28% | Trim |
| 48 | UNH | Unitedhealth Group Inc | -0.4% | -3.23% | Trim |
| 49 | BDX | Becton Dickinson And Co | -0.5% | -47.97% | Trim |
| 50 | AAPL | Apple Inc | -0.6% | -5.85% | Trim |
According to official SEC Form 13F filings, Chesley Taft & Associates LLC reported a total U.S. public equity portfolio value of $2.6B across 334 disclosed positions in Q2 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, AVGO) accounted for 16.0% of total reported equity market value during Q2 2025.
Top New Position Initiated
JPIE
市值: $2.7M
Top Position Liquidated / Trimmed
DECK
前期市值: $2.2M
During Q2 2025, Chesley Taft & Associates LLC's top holdings by market value included MSFT (5.1%)、GOOG (3.5%)、AVGO (3.3%). The largest single position, MSFT, represented 5.1% of total portfolio value.
In Q2 2025, Chesley Taft & Associates LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 27 holdings, and fully liquidating 3 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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