Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CHESLEY TAFT & ASSOCIATES LLC 01-11-2024 12-31-2023 301 1,782,080,969
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MICROSOFT CORP COM 1 $91,124,645 242,327 0.01 0.01 -5,265 -2.13 12-31-2023
APPLE INC COM 2 $67,688,816 351,575 0.00 0.00 -3,233 -0.91 12-31-2023
ALPHABET INC CAP STK CL C 3 $67,535,911 479,216 0.00 0.00 8,600 1.83 12-31-2023
COSTCO WHSL CORP NEW COM 4 $50,058,487 75,837 0.00 0.00 10,404 15.90 12-31-2023
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