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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
66
13
9
2
4
2
62
16
12
CHESLEY TAFT ASSOCIATES LLC IL

Time Period2018-09-30

Total Holdings281

Total Value ($x1000)1,257,134
Activities
New15

Increased106

Unchanged64

Decreased96

Sold Out7

Top 10 Stock Holdingstotal 24%
MSFT3.37

IJR3.25

GOOG2.9

PEP2.32

JNJ2.24

 
AAPL2.18

HON2.01

COST1.94

ABT1.91

WBA1.88

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
3.37%
COM
IJR
3.25%
CORE S&P SCP ETF
GOOG
2.9%
CAP STK CL C
PEP
2.32%
COM
JNJ
2.24%
COM
AAPL
2.18%
COM
HON
2.01%
COM
COST
1.94%
COM
ABT
1.91%
COM
WBA
1.88%
COM
V
1.76%
COM CL A
ACN
1.65%
SHS CLASS A
JPM
1.64%
COM
DIS
1.63%
COM DISNEY
SYK
1.57%
COM
AMZN
1.54%
COM
DHR
1.4%
COM
SPY
1.37%
TR UNIT
ECL
1.33%
COM
EFA
1.33%
MSCI EAFE ETF
IJH
1.26%
CORE S&P MCP ETF
XOM
1.26%
COM
MA
1.17%
CL A
UTX
1.17%
COM
FDX
1.15%
COM
FB
1.14%
CL A
BBT
1.13%
COM
ITW
1.12%
COM
INTC
1.11%
COM
XLF
1.11%
SBI INT-FINL
VEU
1.08%
ALLWRLD EX US
TMO
1.08%
COM
MMM
1.08%
COM
NSRGY
1.07%
COM
UNH
1.05%
COM
MRK
1.01%
COM
PNC
0.89%
COM
ORCL
0.87%
COM
C
0.87%
COM NEW
ADBE
0.87%
COM
FTV
0.86%
COM
AXP
0.86%
COM
GOOGL
0.85%
CAP STK CL A
KO
0.85%
COM
CRM
0.82%
COM
PFE
0.78%
COM
RTN
0.72%
COM NEW
MDY
0.71%
UTSER1 S&PDCRP
NTRS
0.69%
COM
CVX
0.65%
COM
CHD
0.64%
COM
UNP
0.63%
COM
APH
0.62%
CL A
NVDA
0.62%
COM
CTSH
0.59%
CL A
ICE
0.57%
COM
IBM
0.53%
COM
DWDP
0.51%
COM
FISV
0.51%
COM
SJM
0.5%
COM NEW
MUB
0.47%
NAT AMT FREE BD
PANW
0.46%
COM
ABBV
0.45%
COM
WY
0.44%
COM
SBUX
0.41%
COM
IBB
0.4%
NASDQ BIOTEC ETF
BLK
0.39%
COM
VB
0.39%
SMALL CP ETF
NVS
0.38%
SPONSORED ADR
AMGN
0.38%
COM
WLTW
0.38%
SHS
HD
0.37%
COM
MCD
0.37%
COM
ESRX
0.35%
COM
VEA
0.33%
FTSE DEV MKT ETF
AGG
0.31%
CORE TOTUSBD ETF
EW
0.31%
COM
PX
0.31%
COM
PG
0.31%
COM
CSJ
0.31%
1-3 YR CR BD ETF
IEFA
0.3%
CORE MSCI EAFE
TJX
0.28%
COM
SHW
0.28%
COM
BX
0.27%
COM UNIT LTD
APD
0.27%
COM
T
0.27%
COM
EOG
0.26%
COM
ERI
0.26%
COM
VTI
0.25%
TOTAL STK MKT
LOW
0.25%
COM
CBOE
0.24%
COM
WFC
0.23%
COM
ADP
0.23%
COM
DLTR
0.23%
COM
SHM
0.23%
NUVN BR SHT MUNI
MPC
0.22%
COM
NOC
0.21%
COM
EMR
0.21%
COM
TXN
0.21%
COM
CSCO
0.21%
COM
CIU
0.2%
INTERM CR BD ETF
ROP
0.2%
COM
VNQ
0.2%
REIT ETF
IXC
0.2%
GLOBAL ENERG ETF
VWO
0.2%
FTSE EMR MKT ETF
CCI
0.19%
COM
IVV
0.19%
CORE S&P500 ETF
SLB
0.19%
COM
FLOT
0.18%
FLTG RATE BD ETF
IEMG
0.18%
CORE MSCI EMKT
PYPL
0.18%
COM
ZTS
0.17%
CL A
OMC
0.17%
COM
NEE
0.17%
COM
NKE
0.16%
CL B
VZ
0.16%
COM
SPGI
0.16%
COM
EEM
0.15%
MSCI EMG MKT ETF
VOYA
0.15%
COM
WP
0.15%
CL A
CB
0.15%
COM
KSS
0.15%
COM
IWR
0.15%
RUS MID-CAP ETF
FELE
0.14%
COM
SCHW
0.14%
COM
STIP
0.14%
0-5 YR TIPS ETF
REGN
0.14%
COM
TMUS
0.14%
COM
VTIP
0.13%
STRM INFPROIDX
SYY
0.13%
COM
HYD
0.13%
HIGH YLD MUN ETF
BIIB
0.12%
COM
LMT
0.12%
COM
GWW
0.12%
COM
SCZ
0.12%
EAFE SML CP ETF
VVC
0.12%
COM
AVGO
0.12%
COM
CMCSA
0.12%
CL A
GLD
0.12%
GOLD SHS
SWKS
0.11%
COM
QCOM
0.11%
COM
CERN
0.11%
COM
NFLX
0.11%
COM
AWK
0.11%
COM
XPO
0.11%
COM
IWF
0.11%
RUS 1000 GRW ETF
DXC
0.11%
COM
VO
0.11%
MID CAP ETF
GWX
0.11%
S&P INTL SMLCP
BDX
0.1%
COM
INTU
0.1%
COM
GIS
0.1%
COM
CMS
0.1%
COM
BBT/PG
0.1%
DP SHS RP PF G
ARW
0.09%
COM
AOS
0.09%
COM
WYNN
0.09%
COM
HSY
0.09%
COM
RDS/A
0.09%
SPONS ADR A
STZ
0.09%
CL A
GE
0.09%
COM
EMB
0.09%
JP MOR EM MK ETF
WELLS FA...
0.09%
PFD
KEY
0.09%
COM
D
0.09%
COM
MMC
0.08%
COM
PM
0.08%
COM
STAY
0.08%
UNIT 99/99/9999B
OXY
0.08%
COM
FFWM
0.08%
COM
LVS
0.08%
COM
BMY
0.08%
COM
CCOI
0.07%
COM NEW
ICSH
0.07%
LIQUID INC ETF
DE
0.07%
COM
A
0.07%
COM
ARCC
0.07%
COM
ESGD
0.07%
MSCI EAFE ESG
ZBRA
0.07%
CL A
BA
0.07%
COM
MET
0.07%
COM
MTN
0.07%
COM
IWV
0.07%
RUSSELL 3000 ETF
SIX
0.07%
COM
PACW
0.06%
COM
MCHP
0.06%
COM
SRLN
0.06%
BLKSTN GSOSRLN
VLO
0.06%
COM
SJNK
0.06%
SHT TRM HGH YLD
EQC
0.06%
COM SH BEN INT
CL
0.06%
COM
AMJ
0.06%
ALERIAN ML ETN
FLR
0.06%
COM
DJP
0.06%
DJUBS CMDT ETN36
HBAN
0.06%
COM
LH
0.06%
COM NEW
CNC
0.06%
COM
CLR
0.06%
COM
NRZ
0.06%
COM NEW
OKE
0.05%
COM
DLR
0.05%
COM
BND
0.05%
TOTAL BND MRKT
TOT
0.05%
SPONSORED ADR
BSCK
0.05%
BULSHS 2020 CB
RDS/B
0.05%
SPON ADR B
EXR
0.05%
COM
MDLZ
0.05%
CL A
GD
0.04%
COM
CME
0.04%
COM
KMB
0.04%
COM
BKLN
0.04%
SR LN ETF
BSCM
0.04%
BULSHS 2022 CB
EL
0.04%
CL A
BSCN
0.04%
BULSHS 2023 CB
UGI
0.04%
COM
IEO
0.04%
US OIL&GS EX ETF
PFF
0.04%
U.S. PFD STK ETF
BSCL
0.04%
BULSHS 2021 CB
WEC
0.04%
COM
CM
0.04%
COM
CAT
0.04%
COM
ESML
0.04%
MSCI USA SMALL
SCHB
0.04%
US BRD MKT ETF
SO
0.04%
COM
IYW
0.03%
U.S. TECH ETF
BNDX
0.03%
INTL BD IDX ETF
SR
0.03%
COM
NSC
0.03%
COM
YUM
0.03%
COM
IP
0.03%
COM
LLY
0.03%
COM
TGT
0.03%
COM
PNFP
0.03%
COM
BSCO
0.03%
BULSHS 2024 CB
AFL
0.03%
COM
AMG
0.03%
COM
CVS
0.03%
COM
COL
0.03%
COM
IBDK
0.03%
IBND DEC19 ETF
KEYS
0.03%
COM
IVW
0.03%
S&P 500 GRWT ETF
CPE
0.03%
COM
PAYX
0.03%
COM
COP
0.03%
COM
XLE
0.03%
SBI INT-ENERGY
STX
0.03%
SHS
IWM
0.03%
RUSSELL 2000 ETF
VOD
0.03%
SPNSR ADR NO PAR
URI
0.03%
COM
PKG
0.03%
COM
BRK.B
0.02%
CL B NEW
CUB
0.02%
COM
SUB
0.02%
SHT NTLAMTFR ETF
JEC
0.02%
COM
IBDH
0.02%
DEC 18 CP TERM
BSCJ
0.02%
BULSHS 2019 CB
XEC
0.02%
COM
USB
0.02%
COM NEW
NYF
0.02%
NY AMTFRE MU ETF
CSX
0.02%
COM
MO
0.02%
COM
EXC
0.02%
COM
BK
0.02%
COM
HE
0.02%
COM
AON
0.02%
SHS CL A
DVMT
0.02%
COM CL V
PGR
0.02%
COM
SHV
0.02%
SHRT TRS BD ETF
AMTD
0.02%
COM
ESGE
0.02%
MSCI EM ESG SE
XLU
0.02%
SBI INT-UTILS
IEZ
0.02%
US OIL EQ&SV ETF
BSJJ
0.02%
BULSHS 2019 HY
SRCL
0.02%
COM
CBSH
0.02%
COM
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
CHRW
0.09%
COM NEW
WSO
0.07%
COM
LQD
0.06%
IBOXX INV CP ETF
FUN
0.05%
DEPOSITRY UNIT
WGL
0.05%
COM
LKQ
0.03%
COM
DVN
0.02%
COM