Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Chesley Taft & Associates LLC (CIK 1164632) reported $2.39B across 369 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOG ($122.3M, 5.11%), MSFT ($88.1M, 3.68%), NVDA ($82.5M, 3.45%), AAPL ($72.2M, 3.02%), AMZN ($70.7M, 2.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | $122.3M | 5.11% | 426,203 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $88.1M | 3.68% | 238,086 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $82.5M | 3.45% | 473,172 | Trimmed |
| 4 | AAPL | APPLE INC | $72.2M | 3.02% | 284,387 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $70.7M | 2.96% | 339,672 | Added |
| 6 | AVGO | BROADCOM INC | $67.6M | 2.83% | 218,422 | Trimmed |
| 7 | COST | COSTCO WHOLESALE CORPORATION | $67.0M | 2.80% | 67,245 | Trimmed |
| 8 | JNJ | JOHNSON & JOHNSON | $51.5M | 2.15% | 210,712 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $51.5M | 2.15% | 175,119 | Trimmed |
| 10 | IJR | ISHARES TR | $46.0M | 1.92% | 370,115 | Added |
| 11 | SYK | STRYKER CORPORATION | $45.7M | 1.91% | 139,194 | Trimmed |
| 12 | IXUS | ISHARES TR | $45.2M | 1.89% | 521,388 | Added |
| 13 | GLD | SPDR GOLD TR | $41.2M | 1.72% | 95,827 | Trimmed |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $40.6M | 1.70% | 62,460 | Trimmed |
| 15 | IJH | ISHARES TR | $40.8M | 1.70% | 603,874 | Trimmed |
| 16 | V | VISA INC | $37.0M | 1.55% | 122,555 | Trimmed |
| 17 | CB | CHUBB LTD SWITZ | $33.4M | 1.40% | 102,571 | Added |
| 18 | PANW | PALO ALTO NETWORKS INC | $30.9M | 1.29% | 192,539 | Added |
| 19 | GOOGL | ALPHABET INC | $29.8M | 1.25% | 103,603 | Trimmed |
| 20 | APH | AMPHENOL CORP | $26.1M | 1.09% | 206,274 | Trimmed |
| 21 | PEP | PEPSICO INC | $25.9M | 1.08% | 166,969 | Trimmed |
| 22 | MA | MASTERCARD INCORPORATED | $25.2M | 1.05% | 50,426 | Trimmed |
| 23 | AXP | AMERICAN EXPRESS CO | $25.2M | 1.05% | 83,211 | Trimmed |
| 24 | ABT | ABBOTT LABORATORIES | $24.9M | 1.04% | 242,629 | Added |
| 25 | RTX | RTX CORPORATION | $23.4M | 0.98% | 121,195 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31