Chesley Taft & Associates LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.22 Billion distributed in 334 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $115M, Alphabet Inc. with a value of $78.6M, Broadcom Inc. with a value of $74.5M, Nvidia Corp with a value of $74M, and Amazon Com Inc with a value of $67.5M.

Examining the 13F form we can see an increase of $170M in the current position value, from $2.05B to 2.22B.

Below you can find more details about Chesley Taft & Associates LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.22 Billion
Technology: $530 Million
ETFs: $448 Million
Financial Services: $303 Million
Healthcare: $241 Million
Communication Services: $172 Million
Consumer Cyclical: $152 Million
Industrials: $143 Million
Consumer Defensive: $136 Million
Other: $86.1 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 334
  • Current Value $2.22 Billion
  • Prior Value $2.05 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 123 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 134 stocks
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