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Chesley Taft & Associates LLC

13F
Chesley Taft & Associates LLC
Last update 2025-07-10 334 Stocks (16 new)
Value $2.24 Bil Turnover 3 %
Countries:
Chesley Taft & Associates LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
231,664
115,232.0
-1.37%
5.140
-0.06%
0.000
+38.94%
+21.47%
3,790,969.0
Software
GOOG
Alphabet Inc
443,132
78,607.2
-5.28%
3.510
-0.19%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
AVGO
Broadcom Inc
270,274
74,501.0
-2.41%
3.330
-0.05%
0.010
+66.10%
+22.87%
1,332,681.5
Semiconductors
NVDA
NVIDIA Corp
468,094
73,954.2
-1.14%
3.300
-0.03%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
AMZN
Amazon.com Inc
307,645
67,494.2
+20.64%
3.010
+0.52%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
COST
Costco Wholesale Corp
67,863
67,180.3
-0.91%
3.000
-0.03%
0.020
-4.25%
+4.03%
421,724.5
Retail - Defensive
AAPL
Apple Inc
282,298
57,919.1
-5.85%
2.590
-0.19%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
SYK
Stryker Corp
143,320
56,701.7
-1.03%
2.530
-0.03%
0.040
+12.62%
+8.63%
148,815.0
Medical Devices & Instruments
JPM
JPMorgan Chase & Co
170,147
49,327.3
-0.70%
2.200
-0.01%
0.010
+26.17%
+23.48%
800,897.6
Banks
V
Visa Inc
126,923
45,064.0
-1.29%
2.010
-0.03%
0.010
+6.07%
+10.81%
681,869.3
Credit Services

Chesley Taft & Associates LLC's Historical Top Holdings Breakdowns

Chesley Taft & Associates LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UBER
Uber Technologies Inc
2025-06-30
Add
Add
+0.56%
64.62 ($82.17) 93.3
$90.59
10.25%
Add 4529.1%
136,790
133,835
AMZN
Amazon.com Inc
2025-06-30
Add
Add
+0.52%
167.32 ($197.77) 223.3
$226.13
14.34%
Add 20.64%
307,645
52,638
BDX
Becton Dickinson & Co
2025-06-30
Reduce
Reduce
-0.36%
165.15 ($184.01) 229.06
$178.85
-2.80%
Reduce -47.97%
35,650
-32,872
GOOG
Alphabet Inc
2025-06-30
Reduce
Reduce
-0.19%
146.58 ($165.11) 180.01
$185.94
12.62%
Reduce -5.28%
443,132
-24,723
AAPL
Apple Inc
2025-06-30
Reduce
Reduce
-0.19%
172.42 ($202.27) 223.89
$211.18
4.41%
Reduce -5.85%
282,298
-17,549
IJH
iShares Core S&P Mid-Cap ETF
2025-06-30
Reduce
Reduce
-0.19%
51.16 ($58.7) 62.02
$63.46
8.11%
Reduce -9.75%
620,416
-67,008
MUB
iShares National Muni Bond ETF
2025-06-30
Reduce
Reduce
-0.16%
102.31 ($103.99) 105.8
$103.24
-0.72%
Reduce -18.01%
145,181
-31,880
JMUB
JPMorgan Municipal ETF
2025-06-30
Add
Add
+0.15%
48.46 ($49.41) 50.2
$49.09
-0.65%
Add 87.35%
142,500
66,440
CBOE
Cboe Global Markets Inc
2025-06-30
Add
Add
+0.14%
205.81 ($222.68) 234.23
$238.62
7.16%
Add 108.43%
26,287
13,675
RTX
RTX Corp
2025-06-30
Add
Add
+0.14%
113.75 ($133.23) 148.48
$151.50
13.71%
Add 24.83%
109,293
21,740

Chesley Taft & Associates LLC Total Holding History ($B)

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Chesley Taft & Associates LLC's Asset Allocation

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Chesley Taft & Associates LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Chesley Taft & Associates LLC's Hypothetical Growth since 2025-06-30

Chesley Taft & Associates LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Chesley Taft & Associates LLC's Holdings Heat Map

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Chesley Taft & Associates LLC's Holdings Bubble Chart

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