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CIK: 0001164632
Total reported value
$2.6B
$2.6B
371 檔
19.8%
According to the latest 13F quarterly dataset, Chesley Taft & Associates LLC managed an equity portfolio of $2.6B at the end of Q4 2025, spanning 371 distinct U.S. exchange-listed positions.
In Q4 2025, Chesley Taft & Associates LLC displayed an active expansion posture, initiating 1 new positions and adding to 43 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 371 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.36% | +0.65% | +1.30% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.61% | -0.53% | +6.93% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.53% | +0.17% | +4.14% | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 3.51% | +0.30% | +0.87% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.08% | +0.18% | +0.10% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.87% | +0.20% | +3.33% | |
| 7 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.34% | -0.39% | +4.26% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.24% | +0.03% | +5.46% | |
| 9 | SYK | Stryker CORP | Stock-Healthcare | 1.96% | -0.21% | +2.34% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.84% | +0.09% | +7.63% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.82% | -0.38% | +11.96% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.74% | -0.08% | +7.46% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.73% | +0.23% | +6.30% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | +0.09% | +11.58% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.68% | +0.12% | +11.74% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.58% | +0.11% | +1.28% | |
| 17 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.39% | +1.13% | +7.48% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 1.39% | -0.07% | +3.78% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.35% | +0.15% | +4.06% | |
| 20 | CB | Chubb Limited | Stock-Financials | 1.26% | -0.02% | +7.38% | |
| 21 | AXP | American Express Co | Stock-Financials | 1.23% | +0.03% | -19.73% | |
| 22 | ABT | Abbott Laboratories | Stock-Healthcare | 1.20% | -0.05% | +8.34% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 1.18% | -0.04% | +6.33% | |
| 24 | APH | Amphenol Corp-cl A | Stock-Tech | 1.10% | +0.30% | +8.04% | |
| 25 | ACN | Accenture plc | Stock-Tech | 1.03% | -0.37% | +5.25% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.07% | +5.56% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.99% | -0.23% | +8.44% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.97% | -0.03% | +3.59% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | +0.16% | +7.26% | |
| 30 | RTX | Rtx CORP | Stock-Industrials | 0.89% | -0.06% | +13.70% | |
| 31 | AZO | Autozone Inc | Stock-Consumer Disc | 0.87% | -0.10% | +11.18% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | -0.05% | +4.41% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.82% | -0.03% | +1.27% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.82% | +0.07% | +13.93% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.80% | +0.14% | +4.43% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.80% | +0.08% | +3.60% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.80% | -0.08% | +11.27% | |
| 38 | HON | Honeywell International Inc | Stock-Industrials | 0.77% | -0.94% | EXIT | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.76% | -0.02% | -0.01% | |
| 40 | ITW | Illinois Tool Works | Stock-Industrials | 0.76% | -0.07% | -2.59% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.76% | +0.04% | +7.55% | |
| 42 | COF | Capital One Financial CORP | Stock-Financials | 0.75% | +0.07% | +10.43% | |
| 43 | C | Citigroup Inc | Stock-Financials | 0.68% | +0.12% | +21.90% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.67% | -0.06% | -9.21% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.26% | +10.69% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.60% | -0.04% | -1.03% | |
| 47 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.55% | — | +20.50% | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.55% | +0.01% | +5.32% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.55% | -0.01% | -2.68% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.51% | — | +12.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | +1.30% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.06% | Add |
| 3 | LLY | Eli Lilly & Co | +0.3% | +7.26% | Add |
| 4 | GLD | Spdr Gold Shares | +0.3% | +11.96% | Add |
| 5 | CM | Can Imperial Bk Of Commerce | +0.2% | +383.14% | Add |
| 6 | JNJ | Johnson & Johnson | +0.2% | +7.46% | Add |
| 7 | C | Citigroup Inc | +0.2% | +21.90% | Add |
| 8 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +20.50% | Add |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.1% | +3.59% | Add |
| 10 | JMUB | Jpmorgan Municipal ETF | +0.1% | +45.23% | Add |
| 11 | CB | Chubb Limited | +0.1% | +7.38% | Add |
| 12 | RTX | Rtx CORP | +0.1% | +13.70% | Add |
| 13 | COF | Capital One Financial CORP | +0.1% | +10.43% | Add |
| 14 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +11.74% | Add |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +11.58% | Add |
| 16 | APH | Amphenol Corp-cl A | +0.1% | +8.04% | Add |
| 17 | SLV | Ishares Silver Trust | +0.1% | +15.96% | Add |
| 18 | VEA | Vanguard Ftse Developed ETF | +0.1% | +13.93% | Add |
| 19 | ACN | Accenture plc | +0.1% | +5.25% | Add |
| 20 | V | Visa Inc-class A Shares | +0.1% | +7.63% | Add |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +10.69% | Add |
| 22 | JMST | JPM Ultra-short Muni Income | +0.1% | +21.99% | Add |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +9.43% | Add |
| 24 | AMGN | Amgen Inc | +0.1% | +14.58% | Add |
| 25 | SCHB | Schwab US Broad Market ETF | +0.1% | +87.23% | Add |
| 26 | WFC | Wells Fargo & Co | 0% | +1.27% | Add |
| 27 | AMZN | Amazon.com Inc | 0% | +3.33% | Add |
| 28 | PEP | Pepsico Inc | 0% | +8.44% | Add |
| 29 | WM | Waste Management Inc | 0% | +11.27% | Add |
| 30 | EFA | Ishares Msci Eafe ETF | 0% | +12.79% | Add |
| 31 | VEU | Vanguard Ftse All-world Ex-u | 0% | +7.55% | Add |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +5.46% | Add |
| 33 | IJR | Ishares Core S&p Small-cap E | — | +6.30% | Add |
| 34 | AAPL | Apple Inc | 0% | +0.10% | Add |
| 35 | MA | Mastercard Inc - A | 0% | +6.33% | Add |
| 36 | AVGO | Broadcom Inc | -0.1% | +0.87% | Add |
| 37 | NVDA | Nvidia CORP | -0.1% | +4.14% | Add |
| 38 | BX | Blackstone Inc | -0.1% | -2.68% | Trim |
| 39 | NFLX | Netflix Inc | -0.1% | +922.66% | Add |
| 40 | DIS | Walt Disney Co/the | -0.1% | -9.21% | Trim |
| 41 | ITW | Illinois Tool Works | -0.1% | -2.59% | Trim |
| 42 | FISV | Fiserv Inc | -0.2% | -16.42% | Trim |
| 43 | AZO | Autozone Inc | -0.2% | +11.18% | Add |
| 44 | HD | Home Depot Inc | -0.2% | +4.41% | Add |
| 45 | UBER | Uber Technologies Inc | -0.2% | +3.60% | Add |
| 46 | NOW | Servicenow Inc | -0.2% | -30.54% | Trim |
| 47 | COST | Costco Wholesale CORP | -0.2% | +4.26% | Add |
| 48 | AXP | American Express Co | -0.3% | -19.73% | Trim |
| 49 | ORCL | Oracle CORP | -0.7% | +3.78% | Add |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | — | 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 371 disclosed positions in Q4 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 GOOG, MSFT, NVDA) accounted for 19.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
BRK-A
市值: $2.3M
Top Position Liquidated / Trimmed
AXP
前期市值: $34.9M
During Q4 2025, Chesley Taft & Associates LLC's top holdings by market value included GOOG (5.4%)、MSFT (4.6%)、NVDA (3.5%). The largest single position, GOOG, represented 5.4% of total portfolio value.
In Q4 2025, Chesley Taft & Associates LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 43 positions, trimming 6 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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