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 |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO | COM | 51 | $13,527,521 | 229,552 | 0.00 | 0.00 | -7,989 | -3.36 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 52 | $13,451,971 | 28,164 | 0.00 | 0.00 | 187 | 0.67 | 12-31-2023 |
| SALESFORCE INC | COM | 53 | $13,029,640 | 49,516 | 0.00 | 0.00 | -766 | -1.52 | 12-31-2023 |
| META PLATFORMS INC | CL A | 54 | $12,983,961 | 36,682 | 0.00 | 0.00 | 6,686 | 22.29 | 12-31-2023 |
