Chesley Taft & Associates LLC
CIK 1164632
13F filing for Q2 2026・No. 1,417
- Holdings
- US$2.57B
- Quarter change
- +US$176.15M
- Entries
- 637
- Net bought (estimate)
- −US$30.37M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 18
- Sold out 19
- Cut 155
- Added 153
- Corporate actions 0
- Unchanged 43
Largest holdings
369 stocks worth US$2.57B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGALPHABET INCCAP STK CL C | Cut | 418,449 | US$147.85M | 5.76% |
| NVDANvidiaCOM | Cut | 464,689 | US$92.98M | 3.62% |
| AAPLAppleCOM | Cut | 284,343 | US$82.28M | 3.20% |
| AMZNAmazonCOM | Added | 340,030 | US$81.04M | 3.16% |
| MSFTMicrosoftCOM | Cut | 217,171 | US$81.01M | 3.15% |
| AVGOBroadcomCOM | Cut | 212,959 | US$80.45M | 3.13% |
| PANWPALO ALTO NETWORKS INCCOM | Cut | 182,105 | US$62.1M | 2.42% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Cut | 66,032 | US$61.77M | 2.41% |
| JPMJPMORGAN CHASE & COCOM | Cut | 171,069 | US$56M | 2.18% |
| ISHARES TRCORE S&P SCP ETF | Added | 371,712 | US$55.13M | 2.15% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 8, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.