Chesley Taft & Associates LLC — 13F holdings

Chesley Taft & Associates LLC reported 629 holdings worth $2.56B in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

1. GOOG ALPHABET INC — $139M (5.4%)
2. MSFT MICROSOFT CORP — $110M (4.3%)
3. NVDA NVIDIA CORPORATION — $106M (4.1%)
4. AAPL APPLE INC — $92.9M (3.6%)
5. AMZN AMAZON COM INC — $83.9M (3.3%)
6. AVGO BROADCOM INC — $74.1M (2.9%)
7. PANW PALO ALTO NETWORKS INC — $62.4M (2.4%)
8. COST COSTCO WHSL CORP NEW — $59.1M (2.3%)
9. JPM JPMorgan Chase & Co. — $55.8M (2.2%)
10. JNJ JOHNSON & JOHNSON — $55.2M (2.2%)