Faris F. Chesley

@Chesley Taft & Associates Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$2.154B

Total holdings326

Assets growth rate2.7%

Assets growth rate (2-Q avg)3.94%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Chesley Taft & Associates Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 326 positions.

Assets under management

The assets under management (AUM) of Chesley Taft & Associates Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.154B in assets, with a quarterly growth rate of 2.7% and a 2-quarter average growth rate of 3.94%. The portfolio is managed by Faris F. Chesley, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity New Position	0.23%	$4.783M 4,666 shares@ $1025.11 avg price	New Position
ANETArista Networks Inc Recent Activity New Position	0.13%	$2.791M 25,254 shares@ $110.54 avg price	New Position
POOLPool Corp Recent Activity New Position	0.05%	$960,428 2,817 shares@ $340.95 avg price	New Position
HQYHealthequity Inc Recent Activity New Position	0.04%	$837,164 8,725 shares@ $95.96 avg price	New Position
HPEHewlett Packard Enterprise C Recent Activity New Position	0.02%	$390,107 18,272 shares@ $21.35 avg price	New Position
EFXEquifax Inc Recent Activity New Position	0.02%	$368,258 1,445 shares@ $254.85 avg price	New Position
IBTFIshares Tr Recent Activity New Position	0.02%	$307,824 13,200 shares@ $23.32 avg price	New Position
SQBlock Inc Recent Activity New Position	0.02%	$300,865 3,540 shares@ $85.0 avg price	New Position
FLEXFlex Ltd Recent Activity New Position	0.02%	$298,098 7,765 shares@ $38.39 avg price	New Position
BEBloom Energy Corp Recent Activity New Position	0.02%	$225,409 10,149 shares@ $22.21 avg price	New Position