test

Faris F. Chesley

Chesley Taft & Associates Llc

Assets Managed
$2.568B
Holdings
369
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
7.37%(2Q avg: 0.89%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Chesley Taft & Associates Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 369 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.568B in assets, with a quarterly growth rate of 7.37% and a 2-quarter average growth rate of 0.89%. The portfolio is managed by Faris F. Chesley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.81%
5.76%
$147.851M
418,449 shares@ $353.34 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.79%
3.63%
$92.98M
464,689 shares@ $200.1 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.01%
3.21%
$82.277M
284,343 shares@ $289.36 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.11%
3.16%
$81.043M
340,030 shares@ $238.34 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -8.78%
3.16%
$81.009M
217,171 shares@ $373.03 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -2.5%
3.14%
$80.445M
212,959 shares@ $377.76 avg price
PANW
Palo Alto Networks Inc
Recent Activity
Decreased -5.41%
2.42%
$62.101M
182,105 shares@ $341.02 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -1.8%
2.41%
$61.771M
66,032 shares@ $935.47 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -2.31%
2.19%
$55.996M
171,069 shares@ $327.34 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 0.44%
2.15%
$55.129M
371,712 shares@ $148.31 avg price

1-10 of 369