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CIK: 0001164632
Total reported value
$2.6B
$2.6B
348 檔
18.1%
During the Q3 2025 filing period, Chesley Taft & Associates LLC (CIK: 0001164632) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.6B across 348 reported positions.
In Q3 2025, Chesley Taft & Associates LLC adopted a defensive or profit-taking posture, trimming 32 positions and completely liquidating 0 holdings to manage risk exposure.
Showing top 200 holdings (of 348 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.96% | -0.53% | -2.54% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.41% | +0.65% | -3.52% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.65% | +0.17% | -1.48% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.57% | +0.30% | -5.64% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.09% | +0.18% | +1.54% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.84% | +0.20% | -0.79% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.58% | -0.39% | -2.95% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.23% | +0.03% | -1.80% | |
| 9 | SYK | Stryker CORP | Stock-Healthcare | 2.16% | -0.21% | -3.81% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 2.07% | -0.07% | +2.34% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 1.79% | +0.09% | -2.74% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.73% | +0.23% | -3.68% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.66% | +0.11% | -3.21% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.59% | +0.09% | -0.30% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.58% | +0.12% | +5.53% | |
| 16 | GLD | Spdr Gold Shares | ETF-Commodities | 1.56% | -0.38% | -4.34% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.56% | -0.08% | -2.58% | |
| 18 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.54% | +1.13% | -2.21% | |
| 19 | AXP | American Express Co | Stock-Financials | 1.48% | +0.03% | -0.33% | |
| 20 | ABT | Abbott Laboratories | Stock-Healthcare | 1.27% | -0.05% | -4.08% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.19% | -0.04% | -4.48% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.15% | -0.07% | -0.37% | |
| 23 | CB | Chubb Limited | Stock-Financials | 1.14% | -0.02% | -3.84% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.08% | +0.15% | +3.48% | |
| 25 | AZO | Autozone Inc | Stock-Consumer Disc | 1.06% | -0.10% | -2.25% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.05% | -0.05% | -2.41% | |
| 27 | APH | Amphenol Corp-cl A | Stock-Tech | 1.00% | +0.30% | -3.31% | |
| 28 | UBER | Uber Technologies Inc | Stock-Industrials | 1.00% | +0.08% | +75.87% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.96% | -0.23% | -1.27% | |
| 30 | ACN | Accenture plc | Stock-Tech | 0.96% | -0.37% | -0.03% | |
| 31 | ITW | Illinois Tool Works | Stock-Industrials | 0.89% | -0.07% | -4.25% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.84% | -0.03% | -1.19% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.81% | -0.94% | EXIT | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | +0.14% | +4.24% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.80% | -0.06% | -12.18% | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.78% | -0.03% | -0.16% | |
| 37 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.78% | -0.02% | -1.53% | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.77% | -0.08% | -3.06% | |
| 39 | RTX | Rtx CORP | Stock-Industrials | 0.77% | -0.06% | -1.24% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.74% | +0.07% | +11.08% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.74% | +0.04% | -0.05% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.16% | -8.24% | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.67% | -0.01% | +9.34% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.65% | -0.04% | -1.31% | |
| 45 | COF | Capital One Financial CORP | Stock-Financials | 0.64% | +0.07% | — | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.26% | -0.84% | |
| 47 | XLF | Ss Financial Select Sector | ETF-Other | 0.55% | +0.01% | -6.43% | |
| 48 | ICE | Intercontinental Exchange In | Stock-Financials | 0.54% | -0.14% | -0.12% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.13% | +0.53% | |
| 50 | C | Citigroup Inc | Stock-Financials | 0.52% | +0.12% | -4.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.3% | -5.64% | Trim |
| 2 | NVDA | Nvidia CORP | +1.2% | -1.48% | Trim |
| 3 | UBER | Uber Technologies Inc | +1% | +75.87% | Add |
| 4 | ORCL | Oracle CORP | +0.9% | +2.34% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.9% | -3.52% | Trim |
| 6 | MSFT | Microsoft CORP | +0.7% | -2.54% | Trim |
| 7 | AMZN | Amazon.com Inc | +0.5% | -0.79% | Add |
| 8 | APH | Amphenol Corp-cl A | +0.4% | -3.31% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.48% | Trim |
| 10 | RTX | Rtx CORP | +0.2% | -1.24% | Add |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -1.80% | Trim |
| 12 | JMUB | Jpmorgan Municipal ETF | +0.2% | +22.34% | Add |
| 13 | CBOE | Cboe Global Markets Inc | +0.2% | +5.63% | Add |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.1% | +11.08% | Add |
| 15 | C | Citigroup Inc | +0.1% | -4.52% | Add |
| 16 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +5.53% | Add |
| 17 | AXP | American Express Co | +0.1% | -0.33% | Trim |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -0.37% | Trim |
| 19 | BX | Blackstone Inc | +0.1% | +9.34% | Add |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.24% | Add |
| 21 | NOW | Servicenow Inc | +0.1% | +1.26% | Add |
| 22 | GLD | Spdr Gold Shares | +0.1% | -4.34% | Trim |
| 23 | WFC | Wells Fargo & Co | +0.1% | -0.16% | Add |
| 24 | NFLX | Netflix Inc | +0.1% | +0.53% | Add |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.30% | Trim |
| 26 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | -0.05% | Add |
| 27 | PANW | Palo Alto Networks Inc | 0% | -2.21% | Trim |
| 28 | AZO | Autozone Inc | 0% | -2.25% | Trim |
| 29 | JNJ | Johnson & Johnson | -0.1% | -2.58% | Trim |
| 30 | COP | Conocophillips | -0.1% | -84.17% | Trim |
| 31 | ROP | Roper Technologies Inc | -0.1% | -63.29% | Trim |
| 32 | AAPL | Apple Inc | -0.1% | +1.54% | Trim |
| 33 | CHD | Church & Dwight Co Inc | -0.2% | -2.37% | Trim |
| 34 | HON | Honeywell International Inc | -0.2% | -8.85% | Trim |
| 35 | LLY | Eli Lilly & Co | -0.2% | -8.24% | Trim |
| 36 | CRM | Salesforce Inc | -0.3% | -22.00% | Trim |
| 37 | MUB | Ishares National Muni Bond E | -0.3% | -1.31% | Trim |
| 38 | CB | Chubb Limited | -0.3% | -3.84% | Trim |
| 39 | PEP | Pepsico Inc | -0.3% | -1.27% | Trim |
| 40 | FISV | Fiserv Inc | -0.4% | -7.88% | Trim |
| 41 | V | Visa Inc-class A Shares | -0.4% | -2.74% | Trim |
| 42 | UNH | Unitedhealth Group Inc | -0.4% | -11.27% | Trim |
| 43 | ACN | Accenture plc | -0.4% | -0.03% | Trim |
| 44 | SYK | Stryker CORP | -0.4% | -3.81% | Trim |
| 45 | BDX | Becton Dickinson And Co | -0.5% | -5.97% | Trim |
| 46 | COST | Costco Wholesale CORP | -0.6% | -2.95% | Trim |
| 47 | ZTS | Zoetis Inc | -0.6% | -61.38% | Trim |
| 48 | COF | Capital One Financial CORP | — | NEW | New buy |
| 49 | WELL | Welltower Inc | — | NEW | New buy |
| 50 | JPIE | Jpmorgan Income ETF | — | 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 348 disclosed positions in Q3 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, NVDA) accounted for 18.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
COF
市值: $15.0M
Top Position Liquidated / Trimmed
MSFT
前期市值: $88.2M
During Q3 2025, Chesley Taft & Associates LLC's top holdings by market value included MSFT (5.0%)、GOOG (4.4%)、NVDA (3.6%). The largest single position, MSFT, represented 5.0% of total portfolio value.
In Q3 2025, Chesley Taft & Associates LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 15 positions, trimming 32 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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