Chesley Taft & Associates LLC Purchases in Q2 2025

Chesley Taft & Associates LLC

  • $2.22 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
895
New
$177.93 - $313.14 $159K - $280K
895 $280K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.1K
+ 9.22%
$49.57 - $50.27 $253K - $256K
60.4K $3.04M
CDW
Cdw Corp

Technology
815
+ 12.61%
$144.49 - $190.68 $118K - $155K
7.28K $1.3M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
11.7K
+ 21.95%
$20.23 - $21.04 $237K - $246K
65K $1.37M
VHT
Vanguard Health Care ETF

ETFs
1.04K
New
$236.71 - $261.92 $245K - $272K
1.04K $257K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
5.1K
+ 6.05%
$44.68 - $45.96 $228K - $234K
89.4K $4.09M
MCHP
Microchip Technology Inc

Technology
3.6K
New
$35.34 - $71.6 $127K - $258K
3.6K $253K
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.17K
+ 5.62%
$72.02 - $73.82 $228K - $234K
59.4K $4.38M
GS
Goldman Sachs Group Inc

Financial Services
143
+ 16.94%
$462.22 - $707.75 $66.1K - $101K
987 $698K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
5.83K
New
$36.58 - $40.39 $213K - $235K
5.83K $235K
CSCO
Cisco Systems, Inc.

Technology
1.03K
+ 5.1%
$53.19 - $69.38 $54.8K - $71.5K
21.3K $1.48M
PRGS
Progress Software Corp

Technology
3.55K
New
$54.68 - $64.66 $194K - $230K
3.55K $226K
CTRA
Coterra Energy Inc.

Energy
8.67K
New
$22.6 - $29.07 $196K - $252K
8.67K $219K
BAC
Bank Of America Corp

Financial Services
4.46K
New
$34.39 - $47.46 $153K - $211K
4.46K $210K
CSL
Carlisle Companies Inc

Industrials
104
+ 2.01%
$317.1 - $408.5 $33K - $42.5K
5.29K $1.97M
EL
Estee Lauder Companies Inc

Consumer Defensive
2.59K
New
$50.06 - $80.8 $130K - $210K
2.59K $209K
SLV
I Shares Silver Trust

ETFs
1.2K
+ 1.4%
$27.08 - $33.74 $32.5K - $40.5K
86.9K $2.85M
EWJ
Ishares Msci Japan ETF

ETFs
1.02K
+ 5.13%
$61.32 - $75.28 $62.2K - $76.4K
20.8K $1.56M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.55K
+ 4.15%
$51.1 - $53.29 $130K - $136K
64K $3.41M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.37K
+ 7.62%
$116.93 - $119.39 $161K - $164K
19.4K $2.31M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.8K
+ 7.91%
$24.94 - $25.42 $145K - $147K
79.2K $2.01M
DUK
Duke Energy Corp

Utilities
1.62K
+ 18.75%
$112.46 - $124.05 $182K - $200K
10.2K $1.21M
IWD
Ishares Russell 1000 Val ETF

ETFs
605
+ 12.7%
$166.82 - $194.23 $101K - $118K
5.37K $1.04M
DAL
Delta Air Lines, Inc.

Industrials
1.26K
+ 9.3%
$35.88 - $52.99 $45.2K - $66.7K
14.8K $727K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.34K
+ 6.08%
$102.02 - $103.5 $137K - $139K
23.4K $2.41M
VRSK
Verisk Analytics, Inc.

Industrials
212
+ 5.11%
$277.03 - $321.33 $58.7K - $68.1K
4.36K $1.36M
CRBG
Corebridge Financial, Inc.

Financial Services
1.89K
+ 13.64%
$25.41 - $35.83 $47.9K - $67.5K
15.7K $557K
CMF
Ishares California Muni Bond E

ETFs
2.1K
+ 42.42%
$54.52 - $56.7 $114K - $119K
7.05K $392K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
760
+ 0.95%
$96.84 - $99.46 $73.6K - $75.6K
80.5K $7.99M
BE
Bloom Energy Corp

Industrials
2.71K
+ 20.89%
$16.32 - $23.92 $44.2K - $64.7K
15.7K $374K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
1.75K
+ 10.08%
$26.38 - $32.66 $46.2K - $57.2K
19.1K $624K
GILD
Gilead Sciences, Inc.

Healthcare
974
+ 42.35%
$96.91 - $113.0 $94.4K - $110K
3.27K $362K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
835
+ 12.43%
$55.54 - $69.09 $46.4K - $57.7K
7.56K $521K
MET
Metlife Inc

Financial Services
1.2K
+ 6.3%
$68.42 - $82.49 $82K - $98.9K
20.2K $1.63M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
24
+ 2.96%
$328.01 - $475.68 $7.87K - $11.4K
834 $390K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
3.3K
+ 3.9%
$22.7 - $23.33 $74.9K - $77K
87.9K $2.05M
LMT
Lockheed Martin Corp

Industrials
123
+ 5.5%
$430.82 - $486.45 $53K - $59.8K
2.36K $1.09M
KEY
Keycorp

Financial Services
1.2K
+ 2.44%
$13.23 - $17.42 $15.9K - $20.9K
50.4K $878K
ITOT
Ishares Core S&P Total U.S. St

ETFs
32
+ 0.49%
$108.12 - $135.04 $3.46K - $4.32K
6.5K $877K
IBDV
Ishares Tr

Technology
3.3K
+ 5.55%
$21.28 - $21.98 $70.2K - $72.5K
62.8K $1.38M
KEYS
Keysight Technologies, Inc.

Technology
40
+ 0.76%
$127.02 - $165.4 $5.08K - $6.62K
5.31K $870K
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.06K
+ 13.7%
$20.42 - $25.3 $42.1K - $52.2K
17.1K $432K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.4K
+ 21.79%
$22.3 - $22.57 $75.8K - $76.7K
19K $427K
IWM
Ishares Russell 2000 ETF

ETFs
214
+ 10.78%
$174.82 - $215.79 $37.4K - $46.2K
2.2K $474K
SCHC
Schwab Strategic Tr Intl Small

ETFs
340
+ 3.55%
$32.41 - $42.59 $11K - $14.5K
9.93K $422K
VXF
Vanguard Extended Market ETF

ETFs
136
+ 6.4%
$150.43 - $192.71 $20.5K - $26.2K
2.26K $435K
CI
Cigna Corp

Healthcare
161
+ 1.95%
$301.89 - $340.04 $48.6K - $54.7K
8.41K $2.78M
FLRN
Spdr Bloomberg Investment Grad

ETFs
2.1K
+ 5.29%
$30.29 - $30.83 $63.7K - $64.8K
41.8K $1.29M
CTSH
Cognizant Technology Solutions Corp

Technology
249
+ 0.93%
$66.47 - $81.81 $16.6K - $20.4K
27.2K $2.12M
Activity Summary
Buys All Purchases 139 New Holdings 16 Increased Positions 123 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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