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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
62
12
8
3
4
2
59
16
12
CHESLEY TAFT ASSOCIATES LLC IL

Time Period2018-03-31

Total Holdings267

Total Value ($x1000)1,125,222
Activities
New12

Increased74

Unchanged46

Decreased135

Sold Out30

Top 10 Stock Holdingstotal 22.01%
MSFT3.03

GOOG2.82

PEP2.43

JNJ2.35

IJR2.32

 
HON1.96

AAPL1.8

WBA1.79

JPM1.76

ABT1.75

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
3.03%
COM
GOOG
2.82%
CAP STK CL C
PEP
2.43%
COM
JNJ
2.35%
COM
IJR
2.32%
CORE S&P SCP ETF
HON
1.96%
COM
AAPL
1.8%
COM
WBA
1.79%
COM
JPM
1.76%
COM
ABT
1.75%
COM
COST
1.73%
COM
ACN
1.66%
SHS CLASS A
SYK
1.61%
COM
DIS
1.57%
COM DISNEY
V
1.56%
COM CL A
EFA
1.47%
MSCI EAFE ETF
AMZN
1.46%
COM
XOM
1.42%
COM
DHR
1.4%
COM
ITW
1.38%
COM
INTC
1.38%
COM
SPY
1.33%
TR UNIT
ECL
1.29%
COM
IJH
1.28%
CORE S&P MCP ETF
MMM
1.27%
COM
FB
1.27%
CL A
VEU
1.26%
ALLWRLD EX US
XLF
1.23%
SBI INT-FINL
FDX
1.22%
COM
NSRGY
1.13%
COM
PNC
1.09%
COM
TMO
1.04%
COM
MA
1.02%
CL A
BBT
0.95%
COM
GD
0.91%
COM
KO
0.89%
COM
FTV
0.87%
COM
RTN
0.86%
COM NEW
ADBE
0.84%
COM
AXP
0.82%
COM
ORCL
0.82%
COM
GOOGL
0.81%
CAP STK CL A
ABBV
0.8%
COM
C
0.74%
COM NEW
MDY
0.73%
UTSER1 S&PDCRP
PM
0.71%
COM
PFE
0.69%
COM
CTSH
0.69%
CL A
NTRS
0.68%
COM
CRM
0.67%
COM
SJM
0.66%
COM NEW
CVX
0.64%
COM
APH
0.63%
CL A
CHD
0.61%
COM
ICE
0.61%
COM
CMCSA
0.61%
CL A
UNP
0.6%
COM
IBM
0.58%
COM
DWDP
0.57%
COM
WY
0.53%
COM
UNH
0.53%
COM
SBUX
0.52%
COM
BLK
0.5%
COM
FISV
0.49%
COM
GE
0.46%
COM
MUB
0.46%
NAT AMT FREE BD
WLTW
0.45%
SHS
ESRX
0.45%
COM
NVS
0.45%
SPONSORED ADR
CSJ
0.42%
1-3 YR CR BD ETF
MCD
0.38%
COM
MRK
0.38%
COM
IBB
0.38%
NASDQ BIOTEC ETF
PANW
0.38%
COM
AMGN
0.34%
COM
HD
0.34%
COM
VB
0.34%
SMALL CP ETF
VEA
0.34%
FTSE DEV MKT ETF
CBOE
0.33%
COM
IEFA
0.32%
CORE MSCI EAFE
PG
0.32%
COM
PX
0.31%
COM
AGG
0.31%
CORE TOTUSBD ETF
NOC
0.29%
COM
SHM
0.29%
NUVN BR SHT MUNI
APD
0.29%
COM
EW
0.27%
COM
WFC
0.27%
COM
SHW
0.27%
COM
CIU
0.27%
INTERM CR BD ETF
VWO
0.26%
FTSE EMR MKT ETF
VTI
0.26%
TOTAL STK MKT
BX
0.25%
COM UNIT LTD
DLTR
0.25%
COM
T
0.25%
COM
SLB
0.24%
COM
TXN
0.23%
COM
MPC
0.22%
COM
TJX
0.22%
COM
LOW
0.22%
COM
IEMG
0.22%
CORE MSCI EMKT
CCI
0.21%
COM
EMR
0.21%
COM
ROP
0.21%
COM
CSCO
0.21%
COM
VNQ
0.21%
REIT ETF
OMC
0.21%
COM
ADP
0.2%
COM
EOG
0.2%
COM
ERI
0.19%
COM
EEM
0.19%
MSCI EMG MKT ETF
NEE
0.18%
COM
IVV
0.18%
CORE S&P500 ETF
CB
0.18%
COM
NVDA
0.17%
COM
VOYA
0.17%
COM
SCHW
0.17%
COM
CL
0.17%
COM
PYPL
0.17%
COM
ZTS
0.16%
CL A
SPGI
0.16%
COM
GLD
0.16%
GOLD SHS
WYNN
0.16%
COM
VZ
0.16%
COM
IWR
0.15%
RUS MID-CAP ETF
VTIP
0.15%
STRM INFPROIDX
AVGO
0.15%
SHS
LMT
0.15%
COM
TMUS
0.15%
COM
SWKS
0.14%
COM
FELE
0.14%
COM
REGN
0.14%
COM
NKE
0.14%
CL B
WP
0.14%
CL A
SCZ
0.13%
EAFE SML CP ETF
IXC
0.13%
GLOBAL ENERG ETF
HYD
0.13%
HIGH YLD MUN ETF
AOS
0.13%
COM
DXC
0.12%
COM
GIS
0.12%
COM
VVC
0.12%
COM
BKLN
0.11%
SENIOR LN PORT
SYY
0.11%
COM
GWX
0.11%
S&P INTL SMLCP
AWK
0.11%
COM
ARW
0.11%
COM
CHRW
0.11%
COM NEW
TWX
0.11%
COM NEW
BIIB
0.11%
COM
VO
0.11%
MID CAP ETF
CERN
0.11%
COM
GWW
0.11%
COM
LVS
0.11%
COM
XPO
0.1%
COM
CMS
0.1%
COM
HSY
0.1%
COM
IWF
0.1%
RUS 1000 GRW ETF
MCHP
0.1%
COM
RDS/A
0.1%
SPONS ADR A
QCOM
0.1%
COM
KEY
0.1%
COM
MMC
0.1%
COM
INTU
0.09%
COM
D
0.09%
COM
BDX
0.09%
COM
UTX
0.09%
COM
BNDX
0.09%
INTL BD IDX ETF
BMY
0.09%
COM
STIP
0.09%
0-5 YR TIPS ETF
BBT/PG
0.09%
DP SHS RP PF G
STAY
0.08%
UNIT 99/99/9999B
WELLS FA...
0.08%
PFD
PFG
0.08%
COM
FFWM
0.08%
COM
A
0.08%
COM
PACW
0.08%
COM
WSO
0.07%
COM
MET
0.07%
COM
LQD
0.07%
IBOXX INV CP ETF
BA
0.07%
COM
AMJ
0.07%
ALERIAN ML ETN
OXY
0.07%
COM
SJNK
0.07%
SHT TRM HGH YLD
ARCC
0.07%
COM
IWV
0.07%
RUSSELL 3000 ETF
DJP
0.07%
DJUBS CMDT ETN36
PFF
0.07%
U.S. PFD STK ETF
EQC
0.07%
COM SH BEN INT
SIX
0.07%
COM
DE
0.06%
COM
BND
0.06%
TOTAL BND MRKT
KMB
0.06%
COM
CCOI
0.06%
COM NEW
IP
0.06%
COM
LH
0.06%
COM NEW
ZBRA
0.06%
CL A
EXR
0.06%
COM
EMB
0.06%
JP MOR EM MK ETF
VLO
0.06%
COM
DLR
0.06%
COM
CAT
0.05%
COM
FUN
0.05%
DEPOSITRY UNIT
TOT
0.05%
SPONSORED ADR
RDS/B
0.05%
SPON ADR B
BSCK
0.05%
GUG BULL2020 E
FLOT
0.05%
FLTG RATE BD ETF
CME
0.05%
COM
CNC
0.05%
COM
EL
0.05%
CL A
MDLZ
0.05%
CL A
WGL
0.05%
COM
AMG
0.05%
COM
BSCM
0.05%
GUGG BULSH 2022
NRZ
0.04%
COM NEW
IEO
0.04%
US OIL&GS EX ETF
SO
0.04%
COM
WEC
0.04%
COM
VOD
0.04%
SPNSR ADR NO PAR
BSCL
0.04%
GUGG BULSH 2021
SR
0.04%
COM
UGI
0.04%
COM
STX
0.04%
SHS
CM
0.04%
COM
YUM
0.04%
COM
IYW
0.03%
U.S. TECH ETF
LKQ
0.03%
COM
SCHB
0.03%
US BRD MKT ETF
BSCN
0.03%
2023 CORP BOND
LLY
0.03%
COM
COL
0.03%
COM
CPE
0.03%
COM
AFL
0.03%
COM
NSC
0.03%
COM
PKG
0.03%
COM
SUB
0.03%
SHT NTLAMTFR ETF
TGT
0.03%
COM
IVW
0.03%
S&P 500 GRWT ETF
IWM
0.03%
RUSSELL 2000 ETF
XLE
0.03%
SBI INT-ENERGY
PAYX
0.03%
COM
KEYS
0.03%
COM
CUB
0.02%
COM
COP
0.02%
COM
MO
0.02%
COM
FLR
0.02%
COM
BRK.B
0.02%
CL B NEW
IBDK
0.02%
IBND DEC19 ETF
XEC
0.02%
COM
BSCO
0.02%
2024 CORP BOND
BSCJ
0.02%
GUG BULL2019 E
BK
0.02%
COM
JEC
0.02%
COM
CVS
0.02%
COM
AKAO
0.02%
COM
HE
0.02%
COM
NYF
0.02%
NY AMTFRE MU ETF
IBDH
0.02%
DEC 18 CP TERM
AON
0.02%
SHS CL A
XLU
0.02%
SBI INT-UTILS
SRCL
0.02%
COM
EXC
0.02%
COM
IEZ
0.02%
US OIL EQ&SV ETF
BSJJ
0.02%
GUG BUL 2019 HY
FPE
0.02%
PFD SECS INC ETF
RAD
< 0.01%
COM
VERIS GO...
< 0.01%
COM
ADVANCED...
< 0.01%
COM
KHC
0.92%
COM
NXPI
0.44%
COM
BUD
0.22%
SPONSORED ADR
VIG
0.21%
DIV APP ETF
VOO
0.17%
SHS
MON
0.14%
COM
VNTV
0.12%
CL A
VYM
0.1%
HIGH DIV YLD
CELG
0.08%
COM
POWI
0.08%
COM
VCIT
0.07%
INT-TERM CORP
HCN
0.07%
COM
IDXX
0.07%
COM
XLK
0.05%
TECHNOLOGY
BIV
0.05%
INTERMED TERM
WHR
0.05%
COM
JBT
0.05%
COM
MGK
0.04%
MEGA GRWTH IND
VTV
0.04%
VALUE ETF
LEG
0.03%
COM
AL
0.03%
CL A
MGC
0.03%
MEGA CAP INDEX
STATE ST...
0.02%
PFD
VGK
0.02%
FTSE EUROPE ETF
VHT
0.02%
HEALTH CAR ETF
FAST
0.02%
COM
AEIS
0.02%
COM
VGT
0.02%
INF TECH ETF
BCR
0.02%
COM
ZMH
0.02%
COM