DOSSIER · 13F-HR · Q3 2026

Chesley Taft & Associates LLC

$2.6B in tracked AUM across 629 positions as of Q3 2026.

CT
CIK 0001164632 · last filed Sep 30, 2026
Total AUM
$2.6B
as of Q3 2026
Holdings
629
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Chesley Taft & Associates LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
GOOG
ALPHABET INC
$139M409K5.4%
02
MSFT
MICROSOFT CORP
$110M214K4.3%
03
NVDA
NVIDIA CORPORATION
$106M463K4.1%
04
AAPL
APPLE INC
$93M279K3.6%
05
AMZN
AMAZON COM INC
$84M337K3.3%
06
AVGO
BROADCOM INC
$74M211K2.9%
07
PANW
PALO ALTO NETWORKS INC
$62M157K2.4%
08
COST
COSTCO WHOLESALE CORPORATION
$59M65K2.3%
09
JPM
JPMORGAN CHASE & CO
$56M169K2.2%
10
JNJ
JOHNSON & JOHNSON
$55M208K2.2%

Filing history

2026Q3Sep 30
$2.6B▼ 0.4%
629 positionsView →
2026Q2Jun 30
$2.6B▲ 7.4%
637 positionsView →
2026Q1Mar 31
$2.4B▼ 5.6%
621 positionsView →
2025Q4Dec 31
$2.5B▲ 7.4%
624 positionsView →
2025Q3Sep 30
$2.4B▲ 5.4%
348 positionsLocked
2025Q2Jun 30
$2.2B▲ 8.2%
334 positionsLocked
2025Q1Mar 31
$2.1B▼ 3.9%
330 positionsLocked
2024Q4Dec 31
$2.2B▲ 2.7%
326 positionsLocked
2024Q3Sep 30
$2.1B▲ 5.2%
323 positionsLocked
2024Q2Jun 30
$2.0B▲ 2.0%
309 positionsLocked
2024Q1Mar 31
$2.0B▲ 9.7%
311 positionsLocked
2023Q4Dec 31
$1.8B▲ 15.6%
301 positionsLocked
Showing 12 of 51