StockDriftsStockDriftsTop 50 Chesley Taft & Associates Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | 5.11% | 426.2K | $122.3M | -1.58%(-6.86K) | $34.46(+1015.19%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.68% | 238.1K | $88.1M | -1.38%(-3.33K) | $69.69(+490.32%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.45% | 473.2K | $82.5M | -1.48%(-7.12K) | $34.75(+465.46%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.02% | 284.4K | $72.2M | -0.89%(-2.55K) | $32.07(+786.02%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.96% | 339.7K | $70.7M | +7.71%(+24.30K) | $98.62(+177.37%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.83% | 218.4K | $67.6M | -15.10%(-38.84K) | $52.83(+708.94%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.8% | 67.2K | $67.0M | -2.07%(-1.42K) | $187.88(+441.01%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.15% | 175.1K | $51.5M | -0.62%(-1.09K) | $99.90(+209.71%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 2.15% | 210.7K | $51.5M | -1.03%(-2.19K) | $87.16(+158.79%) | 2026-03-31 | |
| IJR | ISHARES TR | 1.92% | 370.1K | $46.0M | +1.31%(+4.78K) | $93.95(+47.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.15% | +60.76% |
| Top 20 Holdings Unweighted | +16.77% | +59.22% |
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