Universe · entity
Chesley Taft & Associates LLC
Institutional manager (13F) · CIK 1164632
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC | $122M | 426,203 |
| 2 | MICROSOFT CORP | $88M | 238,086 |
| 3 | NVIDIA CORPORATION | $83M | 473,172 |
| 4 | APPLE INC | $72M | 284,387 |
| 5 | AMAZON COM INC | $71M | 339,672 |
| 6 | BROADCOM INC | $68M | 218,422 |
| 7 | COSTCO WHOLESALE CORPORATION | $67M | 67,245 |
| 8 | JPMORGAN CHASE & CO | $52M | 175,119 |
| 9 | JOHNSON & JOHNSON | $52M | 210,712 |
| 10 | ISHARES TR | $46M | 370,115 |
| 11 | STRYKER CORPORATION | $46M | 139,194 |
| 12 | ISHARES TR | $45M | 521,388 |
| 13 | SPDR GOLD TR | $41M | 95,827 |
| 14 | ISHARES TR | $41M | 603,874 |
| 15 | STATE STR SPDR S&P 500 ETF T | $41M | 62,460 |
| 16 | VISA INC | $37M | 122,555 |
| 17 | CHUBB LTD SWITZ | $33M | 102,571 |
| 18 | PALO ALTO NETWORKS INC | $31M | 192,539 |
| 19 | ALPHABET INC | $30M | 103,603 |
| 20 | AMPHENOL CORP | $26M | 206,274 |
| 21 | PEPSICO INC | $26M | 166,969 |
| 22 | MASTERCARD INCORPORATED | $25M | 50,426 |
| 23 | AMERICAN EXPRESS CO | $25M | 83,211 |
| 24 | ABBOTT LABORATORIES | $25M | 242,629 |
| 25 | RTX CORPORATION | $23M | 121,195 |
| 26 | EXXON MOBIL CORP | $23M | 134,642 |
| 27 | HONEYWELL INTL INC | $22M | 99,097 |
| 28 | AUTOZONE INC | $22M | 6,491 |
| 29 | EQT CORP | $22M | 344,274 |
| 30 | ORACLE CORP | $22M | 148,772 |
| 31 | VANGUARD TAX-MANAGED FDS | $22M | 339,275 |
| 32 | META PLATFORMS INC | $21M | 37,386 |
| 33 | HOME DEPOT INC | $21M | 64,917 |
| 34 | WASTE MGMT INC DEL | $21M | 91,900 |
| 35 | COCA COLA CO | $21M | 273,612 |
| 36 | THERMO FISHER SCIENTIFIC INC | $21M | 41,863 |
| 37 | ILLINOIS TOOL WKS INC | $20M | 77,905 |
| 38 | ISHARES TR | $20M | 30,387 |
| 39 | VANGUARD INTL EQUITY INDEX F | $20M | 261,536 |
| 40 | ACCENTURE PLC IRELAND | $19M | 98,061 |
| 41 | ELI LILLY & CO | $19M | 20,424 |
| 42 | CAPITAL ONE FINL CORP | $19M | 101,885 |
| 43 | WELLS FARGO & CO | $18M | 221,240 |
| 44 | CITIGROUP INC | $17M | 148,935 |
| 45 | UBER TECHNOLOGIES INC | $16M | 226,587 |
| 46 | ASTRAZENECA PLC | $16M | 78,802 |
| 47 | ISHARES TR | $15M | 139,393 |
| 48 | DISNEY WALT CO | $14M | 148,683 |
| 49 | J P MORGAN EXCHANGE TRADED F | $14M | 280,702 |
| 50 | ISHARES TR | $13M | 135,426 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.