StockDriftsStockDriftsTop 50 Chesley Taft & Associates LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 5.76% | 418.4K | $147.9M | -1.82%(-7.75K) | $34.46(+894.41%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.62% | 464.7K | $93.0M | -1.79%(-8.48K) | $34.75(+550.54%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.2% | 284.3K | $82.3M | -0.02%(-44) | $30.02(+917.18%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.16% | 340.0K | $81.0M | +0.11%(+358) | $98.75(+165.86%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.15% | 217.2K | $81.0M | -8.78%(-20.91K) | $69.08(+603.68%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.13% | 213.0K | $80.4M | -2.50%(-5.46K) | $52.89(+644.47%) | 2026-06-30 | |
| PANW | PALO ALTO NETWORKS INC | 2.42% | 182.1K | $62.1M | -5.42%(-10.43K) | $119.72(+215.90%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.41% | 66.0K | $61.8M | -1.80%(-1.21K) | $187.88(+407.70%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.18% | 171.1K | $56.0M | -2.31%(-4.05K) | $100.00(+264.73%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.15% | 371.7K | $55.1M | +0.43%(+1.60K) | $94.12(+59.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.84% | +72.12% | +10.81% | +67.04% |
| Top 20 Holdings Unweighted | +20.40% | +74.52% | +10.90% | +67.73% |
Chesley Taft & Associates LLC reports $2.57B in US-listed equity holdings across 369 positions in its most recent 13F filing. Its largest disclosed positions are GOOG (5.8%), NVDA (3.6%) and AAPL (3.2%). The top 20 holdings account for 47.71% of reported assets. Its disclosed equity book has returned +72.12% on a three-year cumulative basis. Figures reflect the Q2 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