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CIK: 0001164632
Total reported value
$2.6B
$2.6B
369 檔
19.0%
In Q2 2026, Chesley Taft & Associates LLC's U.S. equity holdings reached a combined market value of $2.6B, distributed across 369 disclosed stock positions.
Chesley Taft & Associates LLC executed strategic sector rebalancing during Q2 2026, establishing 15 new positions while fully exiting 18 holdings and trimming 87 positions.
Showing top 200 holdings (of 369 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.76% | -0.31% | -1.82% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.62% | +0.51% | -1.79% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.20% | +0.43% | -0.02% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.16% | +0.12% | +0.11% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.15% | +1.13% | -8.78% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 3.13% | -0.23% | -2.50% | |
| 7 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.42% | +0.02% | -5.42% | |
| 8 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.41% | -0.10% | -1.80% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.18% | — | -2.31% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.15% | -0.20% | +0.43% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.07% | +0.09% | -0.46% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 2.01% | +0.03% | +3.60% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.81% | -0.12% | -0.28% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.79% | +0.02% | -1.59% | |
| 15 | SYK | Stryker CORP | Stock-Healthcare | 1.70% | -0.22% | -0.32% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.64% | +0.07% | -0.01% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | -0.07% | -2.68% | |
| 18 | APH | Amphenol Corp-cl A | Stock-Tech | 1.39% | -0.09% | -2.04% | |
| 19 | CB | Chubb Limited | Stock-Financials | 1.38% | -0.06% | +1.08% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.34% | +0.14% | -2.25% | |
| 21 | AXP | American Express Co | Stock-Financials | 1.08% | -0.11% | -1.53% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.01% | +0.09% | +0.18% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.99% | +0.10% | +15.27% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.98% | +0.02% | +4.65% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.04% | +9.90% | |
| 26 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | -0.03% | -0.38% | |
| 27 | RTX | Rtx CORP | Stock-Industrials | 0.92% | -0.01% | +2.69% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.86% | -0.02% | +0.68% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.07% | -2.94% | |
| 30 | COF | Capital One Financial CORP | Stock-Financials | 0.85% | -0.01% | +6.71% | |
| 31 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.85% | +0.04% | -2.18% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.84% | -0.06% | -1.05% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.53% | -6.29% | |
| 34 | C | Citigroup Inc | Stock-Financials | 0.83% | -0.06% | +2.09% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.83% | +0.29% | +1.12% | |
| 36 | AZO | Autozone Inc | Stock-Consumer Disc | 0.82% | -0.09% | +1.20% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | +0.21% | -0.33% | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.80% | -0.05% | +0.63% | |
| 39 | ITW | Illinois Tool Works | Stock-Industrials | 0.78% | -0.04% | -4.48% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.76% | -0.46% | +19.90% | |
| 41 | EQT | Eqt CORP | Stock-Energy | 0.71% | -0.14% | -0.24% | |
| 42 | WFC | Wells Fargo & Co | Stock-Financials | 0.71% | -0.04% | -0.89% | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.69% | -0.69% | EXIT | |
| 44 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.62% | — | +11.22% | |
| 45 | AZN | AstraZeneca PLC | Stock-Healthcare | 0.60% | -0.02% | +3.14% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-Other | 0.58% | -0.05% | -0.32% | |
| 47 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.57% | +0.03% | +24.16% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.55% | — | — | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.54% | +0.04% | -2.56% | |
| 50 | XLF | Ss Financial Select Sector | ETF-Other | 0.53% | — | +0.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +1.1% | -5.42% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | -1.82% | Trim |
| 3 | AVGO | Broadcom Inc | +0.3% | -2.50% | Trim |
| 4 | APH | Amphenol Corp-cl A | +0.3% | -2.04% | Trim |
| 5 | MU | Micron Technology Inc | +0.3% | +113.32% | Add |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.2% | +0.43% | Add |
| 7 | AMZN | Amazon.com Inc | +0.2% | +0.11% | Add |
| 8 | DELL | Dell Technologies -c | +0.2% | +58.45% | Add |
| 9 | AAPL | Apple Inc | +0.2% | -0.02% | Trim |
| 10 | CRM | Salesforce Inc | +0.2% | +96.56% | Add |
| 11 | NVDA | Nvidia CORP | +0.2% | -1.79% | Trim |
| 12 | LLY | Eli Lilly & Co | +0.2% | -0.38% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.68% | Trim |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +9.90% | Add |
| 15 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +3.60% | Add |
| 16 | C | Citigroup Inc | +0.1% | +2.09% | Add |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | -1.31% | Trim |
| 18 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -0.28% | Trim |
| 19 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 20 | INTC | Intel CORP | +0.1% | +0.69% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.59% | Trim |
| 22 | V | Visa Inc-class A Shares | +0.1% | -0.01% | Trim |
| 23 | UBER | Uber Technologies Inc | +0.1% | +19.90% | Add |
| 24 | JMST | JPM Ultra-short Muni Income | +0.1% | +24.16% | Add |
| 25 | VEA | Vanguard Ftse Developed ETF | +0.1% | +4.65% | Add |
| 26 | COF | Capital One Financial CORP | +0.1% | +6.71% | Add |
| 27 | GEV | GE Vernova Inc | +0.1% | +2.52% | Add |
| 28 | AMAT | Applied Materials Inc | +0.1% | -15.17% | Trim |
| 29 | VB | Vanguard Small-cap ETF | +0.1% | +6.63% | Add |
| 30 | CSL | Carlisle Cos Inc | +0.1% | +80.64% | Add |
| 31 | TXN | Texas Instruments Inc | +0.1% | +9.54% | Add |
| 32 | TOST | Toast Inc-class A | +0.1% | NEW | New buy |
| 33 | GWW | Ww Grainger Inc | +0.1% | +0.72% | Add |
| 34 | VEU | Vanguard Ftse All-world Ex-u | 0% | +0.68% | Add |
| 35 | VO | Vanguard Mid-cap ETF | 0% | +317.41% | Add |
| 36 | URI | United Rentals Inc | 0% | -4.33% | Trim |
| 37 | BE | Bloom Energy Corp- A | 0% | -3.86% | Trim |
| 38 | GE | General Electric | 0% | -0.16% | Trim |
| 39 | USB | US Bancorp | 0% | NEW | New buy |
| 40 | CSCO | Cisco Systems Inc | 0% | +1.29% | Add |
| 41 | JPM | Jpmorgan Chase & Co | 0% | -2.31% | Trim |
| 42 | AXP | American Express Co | 0% | -1.53% | Trim |
| 43 | JMUB | Jpmorgan Municipal ETF | 0% | +11.22% | Add |
| 44 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2.68% | Add |
| 45 | UNP | Union Pacific CORP | 0% | +1.39% | Add |
| 46 | QCOM | Qualcomm Inc | 0% | +7.67% | Add |
| 47 | CAT | Caterpillar Inc | 0% | +5.12% | Add |
| 48 | KLAC | Kla CORP | 0% | +607.99% | Add |
| 49 | GLW | Corning Inc | 0% | -17.01% | Trim |
| 50 | ULTA | Ulta Beauty Inc | 0% | +175.81% | Add |
According to official SEC Form 13F filings, Chesley Taft & Associates LLC reported a total U.S. public equity portfolio value of $2.6B across 369 disclosed positions in Q2 2026.
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, NVDA, AAPL) accounted for 19.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMD
市值: $2.9M
Top Position Liquidated / Trimmed
HON
前期市值: $22.4M
During Q2 2026, Chesley Taft & Associates LLC's top holdings by market value included GOOG (5.8%)、NVDA (3.6%)、AAPL (3.2%). The largest single position, GOOG, represented 5.8% of total portfolio value.
In Q2 2026, Chesley Taft & Associates LLC made 193 total portfolio adjustments, initiating 15 new buys, adding to 73 positions, trimming 87 holdings, and fully liquidating 18 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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