Chesley Taft & Associates LLC

13F filer · CIK 0001164632

Reported Jul 8, 2026

Net seller this quarter

13F portfolio value$2.57BU.S. long equity reported on 13F

Positions26614 new · 17 closed

Net flow last quarter-$33.1MBuys minus sells

Top 10 positions weight31.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 8, 2026266 positions
GOOGAlphabet Inc.	$148M	5.76%	Not reported	-1.8%	Q4 2015
NVDANvidia Corp	$93M	3.62%	0.00%	-1.8%	Q1 2018
AAPLApple Inc.	$82.3M	3.20%	0.00%	0.0%	Q2 2013
AMZNAmazon Com Inc	$81M	3.16%	0.00%	+0.1%	Q2 2013
MSFTMicrosoft Corp	$81M	3.15%	0.00%	-8.8%	Q2 2013
AVGOBroadcom Inc.	$80.4M	3.13%	0.00%	-2.5%	Q1 2016
PANWPalo Alto Networks Inc	$62.1M	2.42%	0.02%	-5.4%	Q4 2014
COSTCostco Wholesale Corp	$61.8M	2.41%	0.01%	-1.8%	Q2 2013
JPMJPMorgan Chase & Co	$56M	2.18%	0.01%	-2.3%	Q2 2013
JNJJohnson & Johnson	$53.3M	2.07%	0.01%	-0.5%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$45.9M	1.79%	Not reported	-1.6%	Q2 2013
SYKStryker Corp	$43.7M	1.70%	0.04%	-0.3%	Q2 2013
VVisa Inc.	$42M	1.64%	0.01%	0.0%	Q2 2013
GOOGLAlphabet Inc.	$36M	1.40%	0.00%	-2.7%	Q4 2015
APHAmphenol Corp	$35.6M	1.39%	0.02%	-2.0%	Q2 2013
CBChubb Ltd	$35.3M	1.38%	0.03%	+1.1%	Q2 2013
GLDSPDR Gold Trust	$34.5M	1.34%	0.03%	-2.3%	Q2 2013
AXPAmerican Express Co	$27.7M	1.08%	0.01%	-1.5%	Q2 2013
MAMastercard Inc	$25.9M	1.01%	0.00%	+0.2%	Q2 2013
ABTAbbott Laboratories	$25.4M	0.99%	0.02%	+15.3%	Q2 2013
LLYELI LILLY & Co	$24.4M	0.95%	0.00%	-0.4%	Q2 2013
RTXRTX Corp	$23.6M	0.92%	0.01%	+2.7%	Q2 2020
PEPPepsico Inc	$21.9M	0.85%	0.01%	-2.9%	Q2 2013
COFCapital One Financial Corp	$21.8M	0.85%	0.02%	+6.7%	Q3 2025
KOCoca Cola Co	$21.8M	0.85%	0.01%	-2.2%	Q2 2013
ORCLOracle Corp	$21.6M	0.84%	0.01%	-1.1%	Q2 2013
HDHome Depot, Inc.	$21.5M	0.84%	0.01%	-6.3%	Q2 2013
CCitigroup Inc	$21.3M	0.83%	0.01%	+2.1%	Q4 2017
TMOThermo Fisher Scientific Inc.	$21.2M	0.83%	0.01%	+1.1%	Q2 2013
AZOAutozone Inc	$21M	0.82%	0.04%	+1.2%	Q4 2016
METAMeta Platforms, Inc.	$21M	0.82%	Not reported	-0.3%	Q2 2013
WMWaste Management Inc	$20.6M	0.80%	0.02%	+0.6%	Q1 2019
ITWIllinois Tool Works Inc	$20.1M	0.78%	0.03%	-4.5%	Q2 2013
UBERUber Technologies, Inc	$19.6M	0.76%	0.01%	+19.9%	Q1 2025
EQTEQT Corp	$18.3M	0.71%	0.05%	-0.2%	Q3 2025
WFCWells Fargo & Company	$18.1M	0.71%	0.01%	-0.9%	Q2 2013
XOMExxonMobil Holdings Corp	$17.7M	0.69%	0.00%	-3.7%	Q2 2013
AZNAstrazeneca PLC	$15.4M	0.60%	Not reported	+3.1%	Q3 2024
DISWalt Disney Co	$13.9M	0.54%	0.01%	-2.6%	Q2 2013
UNPUnion Pacific Corp	$13.4M	0.52%	0.01%	+1.4%	Q2 2013
CRMSalesforce, Inc.	$13.3M	0.52%	0.01%	+96.6%	Q2 2013
NEENextera Energy Inc	$12.7M	0.49%	0.01%	+4.1%	Q2 2013
ECLEcolab Inc.	$11.3M	0.44%	0.01%	+1.1%	Q2 2013
ACNAccenture plc	$11.2M	0.44%	0.01%	-7.9%	Q2 2013
UNHUnitedhealth Group Inc	$10.2M	0.40%	0.00%	-1.3%	Q2 2013
MDYSPDR S&P Midcap 400 ETF Trust	$10.1M	0.39%	Not reported	-0.1%	Q2 2013
CHDChurch & Dwight Co Inc	$9.57M	0.37%	0.04%	-0.5%	Q2 2013
GWWW.W. Grainger, Inc.	$9.52M	0.37%	0.01%	+0.7%	Q2 2013
ICEIntercontinental Exchange, Inc.	$9.46M	0.37%	0.01%	-0.6%	Q2 2013
WTWWillis Towers Watson PLC	$8.19M	0.32%	0.03%	-3.3%	Q1 2016

Q1 2026Reported Apr 13, 2026268 positions
GOOGAlphabet Inc.	$122M	5.11%	Not reported	-1.6%	Q4 2015
MSFTMicrosoft Corp	$88.1M	3.68%	0.00%	-1.4%	Q2 2013
NVDANvidia Corp	$82.5M	3.45%	0.00%	-1.5%	Q1 2018
AAPLApple Inc.	$72.2M	3.02%	0.00%	-0.9%	Q2 2013
AMZNAmazon Com Inc	$70.7M	2.96%	0.00%	+7.7%	Q2 2013
AVGOBroadcom Inc.	$67.6M	2.83%	0.00%	-15.1%	Q1 2016
COSTCostco Wholesale Corp	$67M	2.80%	0.02%	-2.1%	Q2 2013
JPMJPMorgan Chase & Co	$51.5M	2.15%	0.01%	-0.6%	Q2 2013
JNJJohnson & Johnson	$51.5M	2.15%	0.01%	-1.0%	Q2 2013
SYKStryker Corp	$45.7M	1.91%	0.04%	-1.3%	Q2 2013
GLDSPDR Gold Trust	$41.2M	1.72%	0.03%	-17.5%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$40.6M	1.70%	Not reported	-0.3%	Q2 2013
VVisa Inc.	$37M	1.55%	0.01%	-7.8%	Q2 2013
CBChubb Ltd	$33.4M	1.40%	0.03%	+0.1%	Q2 2013
PANWPalo Alto Networks Inc	$30.9M	1.29%	0.02%	+0.6%	Q4 2014
GOOGLAlphabet Inc.	$29.8M	1.25%	0.00%	-5.3%	Q4 2015
APHAmphenol Corp	$26.1M	1.09%	0.02%	0.0%	Q2 2013
PEPPepsico Inc	$25.9M	1.08%	0.01%	-4.9%	Q2 2013
MAMastercard Inc	$25.2M	1.05%	0.00%	-3.8%	Q2 2013
AXPAmerican Express Co	$25.2M	1.05%	0.01%	-1.4%	Q2 2013
ABTAbbott Laboratories	$24.9M	1.04%	0.01%	+0.4%	Q2 2013
RTXRTX Corp	$23.4M	0.98%	0.01%	-1.3%	Q2 2020
XOMExxonMobil Holdings Corp	$22.8M	0.95%	0.00%	-0.7%	Q2 2013
HONHoneywell International Inc	$22.4M	0.94%	0.02%	-0.6%	Q2 2013
AZOAutozone Inc	$21.9M	0.92%	0.04%	+0.2%	Q4 2016
EQTEQT Corp	$21.9M	0.92%	0.06%	+676.1%	Q3 2025
ORCLOracle Corp	$21.9M	0.91%	0.01%	-17.6%	Q2 2013
METAMeta Platforms, Inc.	$21.4M	0.89%	Not reported	-4.6%	Q2 2013
HDHome Depot, Inc.	$21.4M	0.89%	0.01%	+1.9%	Q2 2013
WMWaste Management Inc	$21.1M	0.88%	0.02%	-0.2%	Q1 2019
KOCoca Cola Co	$20.8M	0.87%	0.01%	-0.9%	Q2 2013
TMOThermo Fisher Scientific Inc.	$20.6M	0.86%	0.01%	-1.4%	Q2 2013
ITWIllinois Tool Works Inc	$20.3M	0.85%	0.03%	-0.5%	Q2 2013
ACNAccenture plc	$19.4M	0.81%	0.02%	+1.2%	Q2 2013
LLYELI LILLY & Co	$18.8M	0.79%	0.00%	-9.0%	Q2 2013
COFCapital One Financial Corp	$18.6M	0.78%	0.02%	+30.5%	Q3 2025
WFCWells Fargo & Company	$17.6M	0.74%	0.01%	-1.0%	Q2 2013
CCitigroup Inc	$16.9M	0.71%	0.01%	+1.1%	Q4 2017
UBERUber Technologies, Inc	$16.3M	0.68%	0.01%	-9.1%	Q1 2025
AZNAstrazeneca PLC	$15.5M	0.65%	Not reported	+3.2%	Q3 2024
DISWalt Disney Co	$14.3M	0.60%	0.01%	-0.7%	Q2 2013
NEENextera Energy Inc	$12.9M	0.54%	0.01%	-4.1%	Q2 2013
ICEIntercontinental Exchange, Inc.	$12.2M	0.51%	0.01%	-0.2%	Q2 2013
UNPUnion Pacific Corp	$11.8M	0.49%	0.01%	+1.2%	Q2 2013
ECLEcolab Inc.	$10.6M	0.44%	0.01%	+0.1%	Q2 2013
NFLXNetflix Inc	$10.1M	0.42%	0.00%	+0.3%	Q3 2018
CVXChevron Corp	$9.78M	0.41%	0.00%	+2.1%	Q2 2013
WTWWillis Towers Watson PLC	$9.42M	0.39%	0.03%	-0.2%	Q1 2016
CHDChurch & Dwight Co Inc	$9.26M	0.39%	0.04%	+0.4%	Q2 2013
MCDMcdonalds Corp	$8.97M	0.38%	0.00%	-0.1%	Q2 2013

Q4 2025Reported Jan 14, 2026271 positions
GOOGAlphabet Inc.	$136M	5.36%	Not reported	+1.3%	Q4 2015
MSFTMicrosoft Corp	$117M	4.61%	0.00%	+6.9%	Q2 2013
NVDANvidia Corp	$89.6M	3.53%	0.00%	+4.1%	Q1 2018
AVGOBroadcom Inc.	$89M	3.51%	0.01%	+0.9%	Q1 2016
AAPLApple Inc.	$78M	3.08%	0.00%	+0.1%	Q2 2013
AMZNAmazon Com Inc	$72.8M	2.87%	0.00%	+3.3%	Q2 2013
COSTCostco Wholesale Corp	$59.2M	2.34%	0.02%	+4.3%	Q2 2013
JPMJPMorgan Chase & Co	$56.8M	2.24%	0.01%	+5.5%	Q2 2013
SYKStryker Corp	$49.6M	1.96%	0.04%	+2.3%	Q2 2013
VVisa Inc.	$46.6M	1.84%	0.01%	+7.6%	Q2 2013
GLDSPDR Gold Trust	$46M	1.82%	0.03%	+12.0%	Q2 2013
JNJJohnson & Johnson	$44.1M	1.74%	0.01%	+7.5%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$42.7M	1.69%	Not reported	+11.6%	Q2 2013
PANWPalo Alto Networks Inc	$35.3M	1.39%	0.03%	+7.5%	Q4 2014
ORCLOracle Corp	$35.2M	1.39%	0.01%	+3.8%	Q2 2013
GOOGLAlphabet Inc.	$34.3M	1.35%	0.00%	+4.1%	Q4 2015
CBChubb Ltd	$32M	1.26%	0.03%	+7.4%	Q2 2013
AXPAmerican Express Co	$31.2M	1.23%	0.01%	-19.7%	Q2 2013
ABTAbbott Laboratories	$30.3M	1.20%	0.01%	+8.3%	Q2 2013
MAMastercard Inc	$29.9M	1.18%	0.00%	+6.3%	Q2 2013
APHAmphenol Corp	$27.9M	1.10%	0.02%	+8.0%	Q2 2013
ACNAccenture plc	$26M	1.03%	0.02%	+5.3%	Q2 2013
METAMeta Platforms, Inc.	$25.9M	1.02%	Not reported	+5.6%	Q2 2013
PEPPepsico Inc	$25.2M	0.99%	0.01%	+8.4%	Q2 2013
TMOThermo Fisher Scientific Inc.	$24.6M	0.97%	0.01%	+3.6%	Q2 2013
LLYELI LILLY & Co	$24.1M	0.95%	0.00%	+7.3%	Q2 2013
RTXRTX Corp	$22.5M	0.89%	0.01%	+13.7%	Q2 2020
AZOAutozone Inc	$22M	0.87%	0.04%	+11.2%	Q4 2016
HDHome Depot, Inc.	$21.9M	0.86%	0.01%	+4.4%	Q2 2013
WFCWells Fargo & Company	$20.8M	0.82%	0.01%	+1.3%	Q2 2013
UBERUber Technologies, Inc	$20.4M	0.80%	0.01%	+3.6%	Q1 2025
WMWaste Management Inc	$20.2M	0.80%	0.02%	+11.3%	Q1 2019
HONHoneywell International Inc	$19.4M	0.77%	0.02%	+9.7%	Q2 2013
KOCoca Cola Co	$19.3M	0.76%	0.01%	0.0%	Q2 2013
ITWIllinois Tool Works Inc	$19.3M	0.76%	0.03%	-2.6%	Q2 2013
COFCapital One Financial Corp	$18.9M	0.75%	0.01%	+10.4%	Q3 2025
CCitigroup Inc	$17.2M	0.68%	0.01%	+21.9%	Q4 2017
DISWalt Disney Co	$17M	0.67%	0.01%	-9.2%	Q2 2013
XOMExxonMobil Holdings Corp	$16.3M	0.64%	0.00%	+10.7%	Q2 2013
AZNAstrazeneca PLC	$14M	0.55%	Not reported	+20.5%	Q3 2024
BXBlackstone Inc.	$13.9M	0.55%	0.01%	-2.7%	Q1 2018
ICEIntercontinental Exchange, Inc.	$12.5M	0.50%	0.01%	+2.1%	Q2 2013
NEENextera Energy Inc	$11.6M	0.46%	0.01%	+0.2%	Q2 2013
UNPUnion Pacific Corp	$11.1M	0.44%	0.01%	-3.0%	Q2 2013
WTWWillis Towers Watson PLC	$10.7M	0.42%	0.03%	-2.8%	Q1 2016
ECLEcolab Inc.	$10.5M	0.41%	0.01%	+3.3%	Q2 2013
CRMSalesforce, Inc.	$10.3M	0.41%	0.00%	+3.7%	Q2 2013
NFLXNetflix Inc	$9.86M	0.39%	0.00%	+2.3%	Q3 2018
UNHUnitedhealth Group Inc	$9.49M	0.37%	0.00%	-1.3%	Q2 2013
ADBEAdobe Inc.	$9.3M	0.37%	0.01%	+2.5%	Q1 2017

Q3 2025Reported Oct 8, 2025254 positions
MSFTMicrosoft Corp	$117M	4.96%	0.00%	-2.5%	Q2 2013
GOOGAlphabet Inc.	$104M	4.41%	Not reported	-3.5%	Q4 2015
NVDANvidia Corp	$86M	3.65%	0.00%	-1.5%	Q1 2018
AVGOBroadcom Inc.	$84.1M	3.57%	0.01%	-5.6%	Q1 2016
AAPLApple Inc.	$73M	3.09%	0.00%	+1.5%	Q2 2013
AMZNAmazon Com Inc	$67M	2.84%	0.00%	-0.8%	Q2 2013
COSTCostco Wholesale Corp	$61M	2.58%	0.01%	-3.0%	Q2 2013
JPMJPMorgan Chase & Co	$52.7M	2.23%	0.01%	-1.8%	Q2 2013
SYKStryker Corp	$51M	2.16%	0.04%	-3.8%	Q2 2013
ORCLOracle Corp	$48.9M	2.07%	0.01%	+2.3%	Q2 2013
VVisa Inc.	$42.1M	1.79%	0.01%	-2.7%	Q2 2013
SPYSPDR S&P 500 ETF Trust	$37.4M	1.59%	Not reported	-0.3%	Q2 2013
GLDSPDR Gold Trust	$36.9M	1.56%	0.03%	-4.3%	Q2 2013
JNJJohnson & Johnson	$36.7M	1.56%	0.01%	-2.6%	Q2 2013
PANWPalo Alto Networks Inc	$36.3M	1.54%	0.03%	-2.2%	Q4 2014
AXPAmerican Express Co	$34.9M	1.48%	0.02%	-0.3%	Q2 2013
ABTAbbott Laboratories	$29.9M	1.27%	0.01%	-4.1%	Q2 2013
MAMastercard Inc	$28M	1.19%	0.00%	-4.5%	Q2 2013
METAMeta Platforms, Inc.	$27.3M	1.15%	Not reported	-0.4%	Q2 2013
CBChubb Ltd	$26.9M	1.14%	0.02%	-3.8%	Q2 2013
GOOGLAlphabet Inc.	$25.6M	1.08%	0.00%	+3.5%	Q4 2015
AZOAutozone Inc	$25M	1.06%	0.03%	-2.3%	Q4 2016
HDHome Depot, Inc.	$24.7M	1.05%	0.01%	-2.4%	Q2 2013
APHAmphenol Corp	$23.6M	1.00%	0.02%	-3.3%	Q2 2013
UBERUber Technologies, Inc	$23.6M	1.00%	0.01%	+75.9%	Q1 2025
PEPPepsico Inc	$22.7M	0.96%	0.01%	-1.3%	Q2 2013
ACNAccenture plc	$22.7M	0.96%	0.01%	0.0%	Q2 2013
ITWIllinois Tool Works Inc	$20.9M	0.89%	0.03%	-4.3%	Q2 2013
TMOThermo Fisher Scientific Inc.	$19.9M	0.84%	0.01%	-1.2%	Q2 2013
HONHoneywell International Inc	$19.1M	0.81%	0.01%	-8.9%	Q2 2013
DISWalt Disney Co	$18.9M	0.80%	0.01%	-12.2%	Q2 2013
WFCWells Fargo & Company	$18.5M	0.78%	0.01%	-0.2%	Q2 2013
KOCoca Cola Co	$18.3M	0.78%	0.01%	-1.5%	Q2 2013
WMWaste Management Inc	$18.3M	0.77%	0.02%	-3.1%	Q1 2019
RTXRTX Corp	$18.1M	0.77%	0.01%	-1.2%	Q2 2020
LLYELI LILLY & Co	$16M	0.68%	0.00%	-8.2%	Q2 2013
BXBlackstone Inc.	$15.8M	0.67%	0.01%	+9.3%	Q1 2018
COFCapital One Financial Corp	$15M	0.64%	0.01%	New	Q3 2025
XOMExxonMobil Holdings Corp	$13.8M	0.59%	0.00%	-0.8%	Q2 2013
ICEIntercontinental Exchange, Inc.	$12.8M	0.54%	0.01%	-0.1%	Q2 2013
NFLXNetflix Inc	$12.3M	0.52%	0.00%	+0.5%	Q3 2018
CCitigroup Inc	$12.3M	0.52%	0.01%	-4.5%	Q4 2017
UNPUnion Pacific Corp	$11.7M	0.50%	0.01%	-1.5%	Q2 2013
WTWWillis Towers Watson PLC	$11.5M	0.49%	0.03%	-0.1%	Q1 2016
NEENextera Energy Inc	$10.9M	0.46%	0.01%	-0.8%	Q2 2013
ECLEcolab Inc.	$10.6M	0.45%	0.01%	-0.2%	Q2 2013
UNHUnitedhealth Group Inc	$10.1M	0.43%	0.00%	-11.3%	Q2 2013
AZNAstrazeneca PLC	$9.73M	0.41%	Not reported	-4.3%	Q3 2024
ADBEAdobe Inc.	$9.14M	0.39%	0.01%	-6.3%	Q1 2017
CRMSalesforce, Inc.	$8.91M	0.38%	0.00%	-22.0%	Q2 2013

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