Chesley Taft & Associates LLC Portfolio Holdings
Chesley Taft & Associates LLC
- $2.34 Billion
- Q3 2025
Chesley Taft & Associates LLC has filed its 13F form on October 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.34 Billion distributed in 348 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $117M, Alphabet Inc. with a value of $104M, Nvidia Corp with a value of $86M, Broadcom Inc. with a value of $84.1M, and Apple Inc. with a value of $73M.
Examining the 13F form we can see an increase of $121M in the current position value, from $2.22B to 2.34B.
Below you can find more details about Chesley Taft & Associates LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.34 Billion
Technology: $584 Million
ETFs: $479 Million
Financial Services: $323 Million
Healthcare: $231 Million
Communication Services: $199 Million
Consumer Cyclical: $158 Million
Industrials: $140 Million
Consumer Defensive: $128 Million
Other: $89.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 348
- Current Value $2.34 Billion
- Prior Value $2.22 Billion
- Filing
- Period Q3 2025
- Filing Date October 07, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 22 stocks
- Additional Purchases 111 stocks
- Sold out of 0 stocks
- Reduced holdings in 151 stocks