Chesley Taft & Associates LLC

All 13F Filings

Location
Chicago, IL
Most recent 13F
Q2 2026
Holdings value ($000)
2,568,288
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/8/2026 369 2,568,288 13F-HR Chesley Taft & Associates LLC
Q1 2026 4/13/2026 370 2,392,134 13F-HR Chesley Taft & Associates LLC
Q4 2025 1/14/2026 371 2,534,049 13F-HR Chesley Taft & Associates LLC
Q3 2025 10/8/2025 348 2,360,008 13F-HR Chesley Taft & Associates LLC
Q2 2025 7/9/2025 334 2,240,003 13F-HR Chesley Taft & Associates LLC
Q2 2014 7/17/2014 250 967,304 13F-HR CHESLEY TAFT & ASSOCIATES LLC/IL
Q1 2014 4/11/2014 249 933,202 13F-HR CHESLEY TAFT & ASSOCIATES LLC/IL
Q4 2013 1/13/2014 268 1,003,446 13F-HR CHESLEY TAFT & ASSOCIATES LLC/IL
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.962 M 76.4% 119.7 K 0 119.7 K
ETFs 582.5 K 22.7% 55.69 K 0 55.69 K
Debt 23.3 K 0.9% 722 0 722
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Fund Snapshot

Q2 2026
Latest filed
7/8/2026
Total value ($000)
2,568,288
Holdings
369
QoQ value change ($000)
176,154 (7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.