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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
65
12
8
2
4
2
59
17
13
CHESLEY TAFT ASSOCIATES LLC IL

Time Period2018-06-30

Total Holdings273

Total Value ($x1000)1,163,521
Activities
New18

Increased91

Unchanged68

Decreased96

Sold Out12

Top 10 Stock Holdingstotal 22.92%
MSFT3.17

IJR3.13

GOOG2.95

PEP2.43

JNJ2.11

 
AAPL1.95

HON1.89

COST1.86

ABT1.72

ACN1.71

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
3.17%
COM
IJR
3.13%
CORE S&P SCP ETF
GOOG
2.95%
CAP STK CL C
PEP
2.43%
COM
JNJ
2.11%
COM
AAPL
1.95%
COM
HON
1.89%
COM
COST
1.86%
COM
ABT
1.72%
COM
ACN
1.71%
SHS CLASS A
WBA
1.68%
COM
V
1.67%
COM CL A
AMZN
1.65%
COM
JPM
1.63%
COM
SYK
1.62%
COM
DIS
1.58%
COM DISNEY
FB
1.48%
CL A
XOM
1.42%
COM
EFA
1.38%
MSCI EAFE ETF
SPY
1.37%
TR UNIT
DHR
1.37%
COM
INTC
1.28%
COM
ECL
1.27%
COM
IJH
1.27%
CORE S&P MCP ETF
ITW
1.18%
COM
VEU
1.18%
ALLWRLD EX US
XLF
1.16%
SBI INT-FINL
FDX
1.11%
COM
MA
1.1%
CL A
MMM
1.08%
COM
NSRGY
1.08%
COM
BBT
0.99%
COM
TMO
0.99%
COM
PNC
0.96%
COM
MRK
0.93%
COM
ADBE
0.9%
COM
KO
0.87%
COM
C
0.86%
COM NEW
GOOGL
0.85%
CAP STK CL A
FTV
0.85%
COM
AXP
0.84%
COM
ORCL
0.8%
COM
CRM
0.76%
COM
ABBV
0.75%
COM
RTN
0.73%
COM NEW
GD
0.73%
COM
MDY
0.73%
UTSER1 S&PDCRP
CVX
0.72%
COM
PFE
0.69%
COM
NTRS
0.66%
COM
CTSH
0.65%
CL A
CHD
0.62%
COM
APH
0.62%
CL A
UNP
0.6%
COM
ICE
0.6%
COM
DWDP
0.57%
COM
SJM
0.56%
COM NEW
UNH
0.55%
COM
WY
0.53%
COM
NVDA
0.53%
COM
IBM
0.53%
COM
UTX
0.52%
COM
FISV
0.5%
COM
ESRX
0.46%
COM
GE
0.45%
COM
BLK
0.45%
COM
WLTW
0.44%
SHS
MUB
0.43%
NAT AMT FREE BD
PANW
0.42%
COM
VB
0.39%
SMALL CP ETF
SBUX
0.39%
COM
IBB
0.38%
NASDQ BIOTEC ETF
MCD
0.37%
COM
CSJ
0.36%
1-3 YR CR BD ETF
HD
0.36%
COM
NVS
0.36%
SPONSORED ADR
VEA
0.35%
FTSE DEV MKT ETF
AMGN
0.35%
COM
PX
0.33%
COM
PG
0.3%
COM
IEFA
0.3%
CORE MSCI EAFE
CBOE
0.29%
COM
AGG
0.29%
CORE TOTUSBD ETF
T
0.28%
COM
WFC
0.27%
COM
EW
0.27%
COM
APD
0.27%
COM
SHW
0.27%
COM
VTI
0.27%
TOTAL STK MKT
EOG
0.26%
COM
DLTR
0.26%
COM
SHM
0.26%
NUVN BR SHT MUNI
TJX
0.25%
COM
CIU
0.25%
INTERM CR BD ETF
BX
0.25%
COM UNIT LTD
NOC
0.25%
COM
SLB
0.24%
COM
TXN
0.24%
COM
LOW
0.23%
COM
ADP
0.22%
COM
ERI
0.22%
COM
VWO
0.22%
FTSE EMR MKT ETF
EMR
0.21%
COM
VNQ
0.21%
REIT ETF
OMC
0.21%
COM
MPC
0.21%
COM
CCI
0.2%
COM
CSCO
0.2%
COM
ROP
0.2%
COM
IVV
0.19%
CORE S&P500 ETF
IEMG
0.19%
CORE MSCI EMKT
NEE
0.18%
COM
PYPL
0.18%
COM
EEM
0.18%
MSCI EMG MKT ETF
SPGI
0.17%
COM
ZTS
0.17%
CL A
SCHW
0.16%
COM
NKE
0.16%
CL B
VZ
0.16%
COM
PM
0.16%
COM
VOYA
0.15%
COM
IWR
0.15%
RUS MID-CAP ETF
CB
0.15%
COM
FELE
0.15%
COM
VTIP
0.15%
STRM INFPROIDX
IXC
0.15%
GLOBAL ENERG ETF
WYNN
0.14%
COM
GLD
0.14%
GOLD SHS
FLOT
0.13%
FLTG RATE BD ETF
SWKS
0.13%
COM
WP
0.13%
CL A
REGN
0.13%
COM
TMUS
0.13%
COM
SYY
0.13%
COM
VVC
0.13%
COM
HYD
0.13%
HIGH YLD MUN ETF
AVGO
0.12%
COM
STIP
0.12%
0-5 YR TIPS ETF
CMCSA
0.12%
CL A
SCZ
0.12%
EAFE SML CP ETF
LMT
0.12%
COM
AWK
0.11%
COM
AOS
0.11%
COM
CERN
0.11%
COM
BKLN
0.11%
SR LN ETF
GWW
0.11%
COM
LVS
0.11%
COM
GIS
0.11%
COM
GWX
0.11%
S&P INTL SMLCP
XPO
0.11%
COM
IWF
0.11%
RUS 1000 GRW ETF
BIIB
0.1%
COM
ARW
0.1%
COM
CMS
0.1%
COM
STZ
0.1%
CL A
INTU
0.1%
COM
RDS/A
0.1%
SPONS ADR A
VO
0.1%
MID CAP ETF
DXC
0.1%
COM
BDX
0.1%
COM
FFWM
0.1%
COM
CHRW
0.09%
COM NEW
QCOM
0.09%
COM
KEY
0.09%
COM
HSY
0.09%
COM
STAY
0.09%
UNIT 99/99/9999B
D
0.09%
COM
MMC
0.09%
COM
OXY
0.09%
COM
BBT/PG
0.08%
DP SHS RP PF G
WELLS FA...
0.08%
PFD
MCHP
0.08%
COM
BNDX
0.08%
INTL BD IDX ETF
BMY
0.07%
COM
CCOI
0.07%
COM NEW
PACW
0.07%
COM
SIX
0.07%
COM
WSO
0.07%
COM
CL
0.07%
COM
AMJ
0.07%
ALERIAN ML ETN
ARCC
0.07%
COM
MTN
0.07%
COM
DE
0.07%
COM
MET
0.07%
COM
DJP
0.07%
DJUBS CMDT ETN36
IWV
0.07%
RUSSELL 3000 ETF
A
0.07%
COM
EXR
0.07%
COM
EQC
0.07%
COM SH BEN INT
BA
0.07%
COM
VLO
0.07%
COM
LH
0.06%
COM NEW
LQD
0.06%
IBOXX INV CP ETF
SJNK
0.06%
SHT TRM HGH YLD
BND
0.06%
TOTAL BND MRKT
ZBRA
0.06%
CL A
OKE
0.06%
COM
RDS/B
0.06%
SPON ADR B
DLR
0.06%
COM
CNC
0.06%
COM
TOT
0.05%
SPONSORED ADR
EMB
0.05%
JP MOR EM MK ETF
PFF
0.05%
U.S. PFD STK ETF
CME
0.05%
COM
BSCK
0.05%
BULSHS 2020 CB
FUN
0.05%
DEPOSITRY UNIT
WGL
0.05%
COM
IEO
0.05%
US OIL&GS EX ETF
KMB
0.05%
COM
MDLZ
0.05%
CL A
NRZ
0.05%
COM NEW
EL
0.05%
CL A
BSCM
0.04%
BULSHS 2022 CB
UGI
0.04%
COM
SO
0.04%
COM
IP
0.04%
COM
WEC
0.04%
COM
BSCN
0.04%
BULSHS 2023 CB
BSCL
0.04%
BULSHS 2021 CB
SCHB
0.04%
US BRD MKT ETF
SR
0.04%
COM
CM
0.04%
COM
IYW
0.04%
U.S. TECH ETF
AMG
0.03%
COM
STX
0.03%
SHS
VOD
0.03%
SPNSR ADR NO PAR
CAT
0.03%
COM
YUM
0.03%
COM
LLY
0.03%
COM
NSC
0.03%
COM
TGT
0.03%
COM
COL
0.03%
COM
BSCO
0.03%
BULSHS 2024 CB
AFL
0.03%
COM
XLE
0.03%
SBI INT-ENERGY
IVW
0.03%
S&P 500 GRWT ETF
IWM
0.03%
RUSSELL 2000 ETF
PAYX
0.03%
COM
KEYS
0.03%
COM
PKG
0.03%
COM
CPE
0.03%
COM
LKQ
0.03%
COM
IBDK
0.03%
IBND DEC19 ETF
SUB
0.03%
SHT NTLAMTFR ETF
COP
0.03%
COM
IBDH
0.03%
DEC 18 CP TERM
XEC
0.02%
COM
CUB
0.02%
COM
BSCJ
0.02%
BULSHS 2019 CB
CVS
0.02%
COM
BK
0.02%
COM
FLR
0.02%
COM
JEC
0.02%
COM
DVN
0.02%
COM
SRCL
0.02%
COM
BRK.B
0.02%
CL B NEW
IEZ
0.02%
US OIL EQ&SV ETF
USB
0.02%
COM NEW
MO
0.02%
COM
EXC
0.02%
COM
HE
0.02%
COM
NYF
0.02%
NY AMTFRE MU ETF
XLU
0.02%
SBI INT-UTILS
AON
0.02%
SHS CL A
CSX
0.02%
COM
BSJJ
0.02%
BULSHS 2019 HY
DVMT
0.02%
COM CL V
AKAO
0.01%
COM
PESI
< 0.01%
COMNEW
RAD
< 0.01%
COM
BIOVIE, ...
< 0.01%
COM
VERIS GO...
< 0.01%
COM
ADVANCED...
< 0.01%
COM
AVGO
0.15%
SHS
BKLN
0.11%
SENIOR LN PORT
TWX
0.11%
COM NEW
PFG
0.08%
COM
BSCK
0.05%
GUG BULL2020 E
BSCM
0.05%
GUGG BULSH 2022
BSCL
0.04%
GUGG BULSH 2021
BSCN
0.03%
2023 CORP BOND
BSCJ
0.02%
GUG BULL2019 E
BSCO
0.02%
2024 CORP BOND
BSJJ
0.02%
GUG BUL 2019 HY
FPE
0.02%
PFD SECS INC ETF