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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
Q2 2026 Q1 2026 · All 24 New 94 Added 144 Reduced
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 -2.0%
142 MTCH MATCH GROUP INC NEW Communication Services 6,919.0 $212K 0.01% -421.0 -5.7% $30.71 +37.0%
143 SCHM SCHWAB STRATEGIC TR 6,643.0 $206K 0.01% -34.0 -0.5% $30.96 +16.4%
144 VIG VANGUARD SPECIALIZED FUNDS 953.0 $205K 0.01% -35.0 -3.5% $215.06 +13.5%
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 26.6%
Financial Services 22.3%
Healthcare 13.6%
Consumer Cyclical 8.6%
Industrials 8.3%
Consumer Defensive 7.9%
Communication Services 4.8%
Energy 3.9%
Basic Materials 1.8%
Utilities 1.5%