Long-term investor

Chesley Taft & Associates LLC @chesleytaftassociatesllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001164632).

Record

  • Tracked since 2025-06-30 (431 days), 34 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.6% · 6 months +3.8% · 1 year +10.2% · all +10.2%
  • Max drawdown -4.4% · Sharpe 0.47 · win rate 27% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 02079K107 · 5.8% · long · since 2025-06-30
  • NVDA · 3.6% · long · since 2025-06-30
  • AAPL · 3.2% · long · since 2025-06-30
  • AMZN · 3.2% · long · since 2025-06-30
  • MSFT · 3.2% · long · since 2025-06-30
  • AVGO · 3.1% · long · since 2025-06-30
  • PANW · 2.4% · long · since 2025-06-30
  • COST · 2.4% · long · since 2025-06-30
  • JPM · 2.2% · long · since 2025-06-30
  • 464287804 · 2.1% · long · since 2025-06-30
  • JNJ · 2.1% · long · since 2025-06-30
  • 46432F834 · 2.0% · long · since 2025-06-30

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