Chesley Taft & Associates LLC Portfolio Holdings
Chesley Taft & Associates LLC
- $2.22 Billion
- Q2 2025
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 Market Cap. of $10 Billions to $200 Billions
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