§ 13F · FUND PROFILE
Chesley Taft & Associates LLC.
AUM · $2.6B (13F)Positions · 637Turnover · n/a · Q2Filed · Jul 8, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOG | ALPHABET INC | 386K | $137M | 5.3% | −2% |
| 2 | NVDA | NVIDIA CORPORATION | 443K | $89M | 3.5% | −2% |
| 3 | AAPL | APPLE INC | 270K | $78M | 3.0% | ±0% |
| 4 | AVGO | BROADCOM INC | 201K | $76M | 3.0% | −2% |
| 5 | MSFT | MICROSOFT CORP | 202K | $75M | 2.9% | −9% |
| 6 | AMZN | AMAZON COM INC | 313K | $75M | 2.9% | ±0% |
| 7 | COST | COSTCO WHOLESALE CORPORATION | 61K | $58M | 2.2% | −2% |
| 8 | PANW | PALO ALTO NETWORKS INC | 167K | $57M | 2.2% | −5% |
| 9 | JPM | JPMORGAN CHASE & CO | 160K | $52M | 2.0% | −2% |
| 10 | IJR | ISHARES TR | 337K | $50M | 1.9% | ±0% |
§ 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 $2.6 billion in assets. The fund runs a broad portfolio of 637 positions.
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