CT

Chesley Taft & Associates LLC

13F
Chesley Taft & Associates LLC
Last update 2025-04-11 330 Stocks (19 new)
Value $2.07 Bil Turnover 3 %
Countries:
Top Holdings: MSFT(4.26%)GOOG(3.53%)AAPL(3.22%)COST(3.13%)SYK(2.60%)
Summary Stock Picks Current Portfolio
Chesley Taft & Associates LLC Top Holdings of 2025-03-31 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
234,888
88,174.6
-1.16%
4.260
-0.05%
0.000
+16.18%
+9.64%
3,421,645.9
Software
GOOG 		Alphabet Inc
467,855
73,093.0
-0.13%
3.530
-0.01%
0.000
+0.48%
-9.13%
2,090,081.7
Interactive Media
AAPL 		Apple Inc
299,847
66,605.0
-0.60%
3.220
-0.02%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
COST 		Costco Wholesale Corp
68,488
64,774.6
-1.39%
3.130
-0.04%
0.020
-0.67%
+13.80%
461,339.6
Retail - Defensive
SYK 		Stryker Corp
144,812
53,906.3
-1.72%
2.600
-0.04%
0.040
-0.69%
+6.52%
146,231.6
Medical Devices & Instruments
NVDA 		NVIDIA Corp
473,483
51,316.1
+0.19%
2.480
0%
0.000
+8.18%
+0.63%
3,295,490.6
Semiconductors
AMZN 		Amazon.com Inc
255,007
48,517.6
+0.39%
2.340
+0.01%
0.000
-3.42%
-6.55%
2,176,458.4
Retail - Cyclical
AVGO 		Broadcom Inc
276,948
46,369.4
-19.16%
2.240
-0.71%
0.010
+21.75%
+4.73%
1,138,200.7
Semiconductors
V 		Visa Inc
128,583
45,063.2
-1.61%
2.180
-0.03%
0.010
+0.85%
+15.94%
699,584.9
Credit Services
JPM 		JPMorgan Chase & Co
171,355
42,033.4
+0.47%
2.030
+0.01%
0.010
+0.37%
+11.38%
733,680.9
Banks

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
AVGO 		Broadcom Inc2025-03-31Reduce
-0.71%
●
167.43 ($211.65) 244.7
$242.07
14.37%
Reduce -19.16%
276,948
-65,632
PEP 		PepsiCo Inc2025-03-31Reduce
-0.48%
●
142.64 ($148.84) 156.42
$131.45
-11.68%
Reduce -28.02%
175,007
-68,124
AZN 		AstraZeneca PLC2025-03-31Add
+0.46%
●
65.37 ($72.34) 77.96
$72.80
0.64%
Add 3779.71%
131,910
128,510
DHR 		Danaher Corp2025-03-31Reduce
-0.39%
●
201.62 ($218.33) 250.59
$189.90
-13.02%
Reduce -49.18%
38,031
-36,810
BDX 		Becton Dickinson & Co2025-03-31Add
+0.38%
●
222.79 ($232.01) 249.08
$172.59
-25.61%
Add 97.69%
68,522
33,860
HON 		Honeywell International Inc2025-03-31Reduce
-0.26%
●
202.75 ($214.7) 226.52
$226.67
5.58%
Reduce -19.89%
101,620
-25,230
BAC 		Bank of America Corp2025-03-31Sold Out
-0.23%
●
39.61 ($44.56) 47.74
$44.13
-0.96%
Sold Out
0
-112,627
C 		Citigroup Inc2025-03-31Add
+0.15%
●
67.23 ($76.25) 84.63
$75.32
-1.22%
Add 64.12%
114,781
44,842
ANET 		Arista Networks Inc2025-03-31Sold Out
-0.13%
●
77.48 ($101.39) 129.82
$86.64
-14.55%
Sold Out
0
-25,254
PGR 		Progressive Corp2025-03-31Add
+0.08%
●
235.61 ($261.55) 291.22
$284.93
8.94%
Add 44.32%
18,458
5,668

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

To

Chesley Taft & Associates LLC's Asset Allocation

To

Chesley Taft & Associates LLC Past Portfolios

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

Top Ranked Articles

  • 1

Chesley Taft & Associates LLC's Hypothetical Growth since 2025-03-31

Chesley Taft & Associates LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Chesley Taft & Associates LLC's Holdings Heat Map

Size field:

Chesley Taft & Associates LLC's Holdings Bubble Chart

Chesley Taft & Associates LLC News

  • 1

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