§ 13F · FUND PROFILE
Chesley Taft & Associates LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.4B (13F)Positions · 348Turnover · — · Q1Filed · Apr 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$21M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 391K | $112M | 4.7% | −2% |
| 2 | MSFT | MICROSOFT CORP | 218K | $81M | 3.4% | −1% |
| 3 | NVDA | NVIDIA CORPORATION | 444K | $77M | 3.2% | −1% |
| 4 | AAPL | APPLE INC | 270K | $68M | 2.9% | −1% |
| 5 | AMZN | AMAZON COM INC | 312K | $65M | 2.7% | +8% |
| 6 | AVGO | BROADCOM INC | 204K | $63M | 2.6% | −15% |
| 7 | COST | COSTCO WHOLESALE CORPORATION | 62K | $61M | 2.6% | −2% |
| 8 | JPM | JPMORGAN CHASE & CO | 165K | $49M | 2.0% | −1% |
| 9 | JNJ | JOHNSON & JOHNSON | 189K | $46M | 1.9% | −1% |
| 10 | IXUS | ISHARES TR | 508K | $44M | 1.8% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CHESLEY SIGNAL
AC read
Chesley Taft & Associates LLC is a Other fund managing $2.4 billion in assets. The fund runs a broad portfolio of 348 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed