Chesley Taft & Associates LLC
•CIK: 1164632•Filing: Q4 2025
**Chesley Taft & Associates LLC** manages $2.5B across a diversified portfolio of 371 positions. The fund exhibits significant concentration in mega-cap technology and industrials, notably holding GOOG at $135.9M and MSFT at $116.8M. Further top allocations include NVDA ($89.6M), AVGO ($89.0M), and AAPL ($78.0M), signaling a strong conviction in secular growth leaders. This structure suggests a deep, quantitative approach focused on market leaders within the technology and financial sectors.
Total AUM
$2.5B
QoQ Performance
+7.4%
Positions
285
Top 10 Concentration
32.6%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOG
GOOG5.4%
MSFT4.6%
NVDA3.5%
AVGO3.5%
AAPL3.1%
AMZN2.9%
COST2.3%
JPM2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other37.0%
Technology27.2%
Financial10.3%
Consumer8.1%
Healthcare6.9%
ETF2.7%
Industrial2.4%
Consumer Staples1.9%
🚪 Exited Positionssold since Q3 2025
+146 more exited positions
Changes from Q3 2025
NEW3 new positions
↑161 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023