Chesley Taft & Associates LLC holds a diversified book of 369 stocks worth $2.6B as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Alphabet Inc-CL C. Their largest long position is Alphabet Inc-CL C at 6% of the equity book. Cloning the disclosed picks since 2013 would be +297% (+11.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1164632/holdings"
Use Arkolith to show Chesley Taft & Associates LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 15.0 points over this window.
Growth of $10,000 cloning Chesley Taft & Associates LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
78% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Chesley Taft & Associates LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $868.8B |
| MORGAN STANLEY | 80 / 80 | $633.1B |
| JPMORGAN CHASE & CO | 80 / 80 | $609.8B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $432.5B |
| NORTHERN TRUST CORP | 80 / 80 | $350.5B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $194.9B |
| ROYAL BANK OF CANADA | 80 / 80 | $192.3B |
| UBS Group AG | 80 / 80 | $171.9B |
Ranked by how many of Chesley Taft & Associates LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc CAP STK CL C | $147.9M | 418.4K | 5.8% | ▼−1.8% Reduced · −8K sh | |
| 2 | Nvidia Corporation COM | $93.0M | 464.7K | 3.6% | ▼−1.8% Reduced · −8K sh | |
| 3 | Apple Inc COM | $82.3M | 284.3K | 3.2% | ▼~0% Reduced · −44 sh | |
| 4 | Amazon Com Inc COM | $81.0M | 340.0K | 3.2% | ▲+0.1% Added · +358 sh | |
| 5 | Microsoft Corp COM | $81.0M | 217.2K | 3.2% | ▼−8.8% Reduced · −21K sh | |
| 6 | Broadcom Inc COM | $80.4M | 213.0K | 3.1% | ▼−2.5% Reduced · −5K sh | |
| 7 | Palo Alto Networks Inc COM | $62.1M | 182.1K | 2.4% | ▼−5.4% Reduced · −10K sh | |
| 8 | Costco Wholesale Corporation COM | $61.8M | 66.0K | 2.4% | ▼−1.8% Reduced · −1K sh | |
| 9 | JPMorgan Chase & Co COM | $56.0M | 171.1K | 2.2% | ▼−2.3% Reduced · −4K sh | |
| 10 | Ishares TR CORE S&P SCP ETF | $55.1M | 371.7K | 2.1% | ▲+0.4% Added · +2K sh | |
| 11 | Johnson & Johnson COM | $53.3M | 209.7K | 2.1% | ▼−0.5% Reduced · −977 sh | |
| 12 | Ishares TR CORE MSCI TOTAL | $51.6M | 540.2K | 2.0% | ▲+3.6% Added · +19K sh | |
| 13 | Ishares TR CORE S&P MCP ETF | $46.4M | 602.2K | 1.8% | ▼−0.3% Reduced · −2K sh | |
| 14 | State STR SPDR S&P 500 ETF T TR UNIT | $45.9M | 61.5K | 1.8% | ▼−1.6% Reduced · −994 sh | |
| 15 | Stryker Corporation COM | $43.7M | 138.7K | 1.7% | ▼−0.3% Reduced · −445 sh | |
| 16 | Visa Inc COM CL A | $42.0M | 122.5K | 1.6% | ▼~0% Reduced · −13 sh | |
| 17 | Alphabet Inc CAP STK CL A | $36.0M | 100.8K | 1.4% | ▼−2.7% Reduced · −3K sh | |
| 18 | Amphenol Corp CL A | $35.6M | 202.1K | 1.4% | ▼−2.0% Reduced · −4K sh | |
| 19 | Chubb Limited COM | $35.3M | 103.7K | 1.4% | ▲+1.1% Added · +1K sh | |
| 20 | SPDR Gold TR GOLD SHS | $34.5M | 93.7K | 1.3% | ▼−2.2% Reduced · −2K sh | |
| 21 | American Express Co COM | $27.7M | 81.9K | 1.1% | ▼−1.5% Reduced · −1K sh | |
| 22 | Mastercard Incorporated CL A | $25.9M | 50.5K | 1.0% | ▲+0.2% Added · +92 sh | |
| 23 | Abbott Laboratories COM | $25.4M | 279.7K | 1.0% | ▲+15% Added · +37K sh | |
| 24 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $25.3M | 355.0K | 1.0% | ▲+4.6% Added · +16K sh | |
| 25 | Ishares TR CORE S&P500 ETF | $25.0M | 33.4K | 1.0% | ▲+9.9% Added · +3K sh | |
| 26 | Eli Lilly & Co COM | $24.4M | 20.3K | 1.0% | ▼−0.4% Reduced · −77 sh | |
| 27 | RTX Corporation COM | $23.6M | 124.5K | 0.9% | ▲+2.7% Added · +3K sh | |
| 28 | Vanguard Intl Equity Index F ALLWRLD EX US | $22.1M | 263.3K | 0.9% | ▲+0.7% Added · +2K sh | |
| 29 | Pepsico Inc COM | $21.9M | 162.1K | 0.9% | ▼−2.9% Reduced · −5K sh | |
| 30 | Capital One Finl Corp COM | $21.8M | 108.7K | 0.8% | ▲+6.7% Added · +7K sh | |
| 31 | Coca Cola Co COM | $21.8M | 267.6K | 0.8% | ▼−2.2% Reduced · −6K sh | |
| 32 | Oracle Corp COM | $21.6M | 147.2K | 0.8% | ▼−1.1% Reduced · −2K sh | |
| 33 | Home Depot Inc COM | $21.5M | 60.8K | 0.8% | ▼−6.3% Reduced · −4K sh | |
| 34 | Citigroup Inc COM NEW | $21.3M | 152.1K | 0.8% | ▲+2.1% Added · +3K sh | |
| 35 | Thermo Fisher Scientific Inc COM | $21.2M | 42.3K | 0.8% | ▲+1.1% Added · +470 sh | |
| 36 | Autozone Inc COM | $21.0M | 6.6K | 0.8% | ▲+1.2% Added · +78 sh | |
| 37 | Meta Platforms Inc CL A | $21.0M | 37.3K | 0.8% | ▼−0.3% Reduced · −124 sh | |
| 38 | Waste Mgmt Inc Del COM | $20.6M | 92.5K | 0.8% | ▲+0.6% Added · +582 sh | |
| 39 | Illinois Tool WKS Inc COM | $20.1M | 74.4K | 0.8% | ▼−4.5% Reduced · −3K sh | |
| 40 | Uber Technologies Inc COM | $19.6M | 271.7K | 0.8% | ▲+20% Added · +45K sh | |
| 41 | Eqt Corp COM | $18.3M | 343.4K | 0.7% | ▼−0.2% Reduced · −829 sh | |
| 42 | Wells Fargo & Co COM | $18.1M | 219.3K | 0.7% | ▼−0.9% Reduced · −2K sh | |
| 43 | Exxon Mobil Corp COM | $17.7M | 129.7K | 0.7% | ▼−3.7% Reduced · −5K sh | |
| 44 | J P Morgan Exchange Traded F MUNICIPAL ETF | $15.8M | 312.2K | 0.6% | ▲+11% Added · +32K sh | |
| 45 | AstraZeneca PLC ORD | $15.4M | 81.3K | 0.6% | ▲+3.1% Added · +2K sh | |
| 46 | Ishares TR NATIONAL MUN ETF | $15.0M | 138.9K | 0.6% | ▼−0.3% Reduced · −450 sh | |
| 47 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $14.6M | 285.3K | 0.6% | ▲+24% Added · +56K sh | |
| 48 | Ishares TR MSCI EAFE ETF | $14.1M | 135.4K | 0.5% | —Held | |
| 49 | Disney Walt Co COM | $13.9M | 144.9K | 0.5% | ▼−2.6% Reduced · −4K sh | |
| 50 | Select Sector SPDR TR ST STR FINL ETF | $13.6M | 253.9K | 0.5% | ▲+0.2% Added · +477 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 637 | $2.6B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 621 | $2.4B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 624 | $2.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 8, 2025 | 348 | $2.4B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 334 | $2.2B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 10, 2025 | 330 | $2.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 326 | $2.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 7, 2024 | 323 | $2.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 19, 2024 | 309 | $2.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 16, 2024 | 311 | $2.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 11, 2024 | 301 | $1.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 11, 2023 | 289 | $1.5B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 18, 2023 | 291 | $1.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 11, 2023 | 286 | $1.5B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 20, 2023 | 284 | $1.5B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 13, 2022 | 279 | $1.4B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 7, 2022 | 286 | $1.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 14, 2022 | 294 | $1.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 5, 2022 | 300 | $1.9B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 5, 2021 | 298 | $1.8B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 7, 2021 | 294 | $1.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 6, 2021 | 288 | $1.7B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 11, 2021 | 286 | $1.6B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 8, 2020 | 264 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.