Chesley Taft & Associates LLC
SEC Form 13F institutional filer · CIK 0001164632
13F-HR · 233 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$2.07B
Top-10 concentration
40.6%
Chesley Taft & Associates LLC — $2.07B AUM allocation strategy
Chesley Taft & Associates LLC files SEC Form 13F and reports $2.07B of long US equity value across 233 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 17.8%, followed by Financials 8.4% and Communication Services 7.3%.
The top 10 holdings account for 41% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Chesley Taft & Associates LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$2.07B
total across 233 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
41% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$EQT +300K sh · +$19.5M+$AMZN +24.3K sh · −$2.05M+$COF +23.8K sh · −$336K
Biggest trims (shares)
−$SPGI −39.3K sh · −$3.68M−$AVGO −38.8K sh · −$21.4M−$ORCL −31.8K sh · −$13.3M
Exited to nil (held last quarter, gone now)
$TDG ($3.96M last qtr)$ELV ($1.37M last qtr)$CDW ($657K last qtr)$BAC ($294K last qtr)$INCY ($254K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services7.3%—
- Semiconductors7.2%—
- Systems Software5.8%—
- Technology Hardware, Storage & Peripherals3.5%—
- Broadline Retail3.4%—
- Consumer Staples Merchandise Retail3.3%—
- Transaction & Payment Processing Services3.0%—
- Diversified Banks2.5%—
- Other holdings64.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOGL | Alphabet Inc | 426K | $122M | -6.86K | 5.9% |
| $MSFT | Microsoft Corporation | 238K | $88.1M | -3.33K | 4.3% |
| $NVDA | NVIDIA Corporation | 473K | $82.5M | -7.13K | 4.0% |
| $AAPL | Apple Inc | 284K | $72.2M | -2.55K | 3.5% |
| $AMZN | Amazon.com Inc | 340K | $70.7M | +24.3K | 3.4% |
| $AVGO | Broadcom Inc | 218K | $67.6M | -38.8K | 3.3% |
| $COST | Costco Wholesale Corporation | 67.2K | $67M | -1.42K | 3.2% |
| $JPM | JP Morgan Chase & Co | 175K | $51.5M | -1.09K | 2.5% |
| $JNJ | Johnson & Johnson | 211K | $51.5M | -2.19K | 2.5% |
…and 224 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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