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 (471 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days +3.6% · 6 months +4.2% · 1 year -3.4% · all -3.4%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K107 · 5.4% · long · since 2025-09-30
- MSFT · 4.3% · long · since 2025-09-30
- NVDA · 4.1% · long · since 2025-09-30
- AAPL · 3.6% · long · since 2025-09-30
- AMZN · 3.3% · long · since 2025-09-30
- AVGO · 2.9% · long · since 2025-09-30
- PANW · 2.4% · long · since 2025-09-30
- COST · 2.3% · long · since 2025-09-30
- JPM · 2.2% · long · since 2025-09-30
- JNJ · 2.2% · long · since 2025-09-30
- 46432F834 · 2.0% · long · since 2025-09-30
- 464287804 · 1.9% · long · since 2025-09-30