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Portfolio (Quarterly) Guide ↗

Chesley Taft & Associates LLC

· CIK 0001164632
13F Portfolio $2.4B AUM 621 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 94 Added 144 Reduced 25 Exited
Page 8 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LQD ISHARES TR 2,523.0 $275K 0.01% -550.0 -17.9% $108.99 -1.0%
142 MTCH MATCH GROUP INC NEW Communication Services 6,919.0 $212K 0.01% -421.0 -5.7% $30.71 +16.3%
143 SCHM SCHWAB STRATEGIC TR 6,643.0 $206K 0.01% -34.0 -0.5% $30.96 +9.7%
144 VIG VANGUARD SPECIALIZED FUNDS 953.0 $205K 0.01% -35.0 -3.5% $215.06 +6.7%
Page 8 of 8  ·  144 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.9%
Financial Services 20.9%
Healthcare 12.7%
Communication Services 10.8%
Consumer Cyclical 8.0%
Industrials 7.8%
Consumer Defensive 7.4%
Energy 3.7%
Basic Materials 1.7%
Utilities 1.4%