StockDriftsStockDriftsTop 50 Chesley Taft & Associates LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 5.45% | 409.1K | $139.4M | -2.23%(-9.32K) | $34.46(+887.18%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.28% | 213.7K | $109.6M | -1.58%(-3.42K) | $69.08(+672.37%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.13% | 463.3K | $105.8M | -0.31%(-1.42K) | $34.76(+524.45%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.63% | 279.0K | $92.9M | -1.90%(-5.39K) | $30.02(+1042.28%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.28% | 336.8K | $83.9M | -0.96%(-3.25K) | $98.75(+165.77%) | 2026-09-30 | |
| AVGO | BROADCOM INC | 2.9% | 211.0K | $74.1M | -0.91%(-1.93K) | $52.84(+533.20%) | 2026-09-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.44% | 157.2K | $62.4M | -13.70%(-24.95K) | $119.72(+189.80%) | 2026-09-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.31% | 65.0K | $59.1M | -1.64%(-1.08K) | $187.88(+429.89%) | 2026-09-30 | |
| JPM | JPMORGAN CHASE & CO | 2.18% | 168.7K | $55.8M | -1.36%(-2.32K) | $108.71(+206.81%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 2.16% | 208.3K | $55.2M | -0.67%(-1.40K) | $87.15(+191.22%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.33% | +83.08% | +11.22% | +70.19% |
| Top 20 Holdings Unweighted | +22.65% | +84.52% | +11.07% | +69.04% |
Chesley Taft & Associates LLC reports $2.56B in US-listed equity holdings across 365 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (5.5%), MSFT (4.3%) and NVDA (4.1%). The top 20 holdings account for 48.87% of reported assets. Its disclosed equity book has returned +83.08% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Chesley Taft & Associates LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1164632). View Chesley Taft & Associates LLC’s 13F filings on SEC