Chesley, Taft & Associates as of March 31, 2011
Portfolio Holdings for Chesley, Taft & Associates
Chesley, Taft & Associates holds 202 positions in its portfolio as reported in the March 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Exxon Mobil Corporation (XOM) | 3.5 | $18M | 219k | 84.13 | |
Express Scripts | 2.9 | $16M | 278k | 55.61 | |
2.7 | $14M | 24k | 586.76 | ||
iShares MSCI Emerging Markets Indx (EEM) | 2.6 | $14M | 287k | 48.67 | |
Chevron Corporation (CVX) | 2.4 | $13M | 120k | 107.49 | |
International Business Machines (IBM) | 2.4 | $13M | 79k | 163.07 | |
Oracle Corporation (ORCL) | 2.4 | $13M | 382k | 33.43 | |
Pepsi (PEP) | 2.3 | $12M | 191k | 64.41 | |
iShares MSCI EAFE Index Fund (EFA) | 2.2 | $12M | 193k | 60.08 | |
SPDR Gold Trust (GLD) | 2.1 | $11M | 80k | 139.85 | |
Honeywell International (HON) | 1.7 | $8.9M | 150k | 59.71 | |
Amphenol Corporation (APH) | 1.7 | $9.0M | 165k | 54.39 | |
Teva Pharmaceutical Industries (TEVA) | 1.6 | $8.8M | 175k | 50.17 | |
Philip Morris International (PM) | 1.6 | $8.6M | 131k | 65.63 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 1.6 | $8.5M | 173k | 49.32 | |
Hewlett-Packard Company | 1.6 | $8.3M | 202k | 40.97 | |
iShares S&P SmallCap 600 Index (IJR) | 1.5 | $8.2M | 111k | 73.56 | |
Union Pacific Corporation (UNP) | 1.5 | $7.9M | 80k | 98.34 | |
United Technologies Corporation | 1.4 | $7.6M | 90k | 84.65 | |
iShares S&P MidCap 400 Index (IJH) | 1.4 | $7.3M | 74k | 98.72 | |
Illinois Tool Works (ITW) | 1.4 | $7.2M | 134k | 53.72 | |
Dollar Tree (DLTR) | 1.3 | $6.7M | 120k | 55.52 | |
AmerisourceBergen (COR) | 1.2 | $6.7M | 168k | 39.56 | |
Apple (AAPL) | 1.2 | $6.4M | 19k | 348.52 | |
Laboratory Corp. of America Holdings | 1.2 | $6.3M | 69k | 92.13 | |
Qualcomm (QCOM) | 1.2 | $6.4M | 116k | 54.83 | |
Church & Dwight (CHD) | 1.2 | $6.2M | 78k | 79.34 | |
Cognizant Technology Solutions (CTSH) | 1.1 | $6.1M | 75k | 81.40 | |
Spdr S&p 500 Etf (SPY) | 1.1 | $6.1M | 46k | 132.60 | |
Schlumberger (SLB) | 1.1 | $6.0M | 65k | 93.27 | |
Procter & Gamble Company (PG) | 1.1 | $6.0M | 97k | 61.60 | |
O'reilly Automotive (ORLY) | 1.1 | $5.8M | 102k | 57.46 | |
iShares MSCI Canada Index (EWC) | 1.1 | $5.8M | 173k | 33.61 | |
Ecolab (ECL) | 1.0 | $5.4M | 106k | 51.02 | |
Microsoft Corporation (MSFT) | 1.0 | $5.2M | 205k | 25.39 | |
Johnson & Johnson (JNJ) | 1.0 | $5.2M | 88k | 59.25 | |
Walgreen Company | 0.9 | $4.7M | 118k | 40.14 | |
Jacobs Engineering | 0.9 | $4.7M | 91k | 51.43 | |
Thermo Fisher Scientific (TMO) | 0.9 | $4.6M | 83k | 55.55 | |
Danaher Corporation (DHR) | 0.8 | $4.5M | 86k | 51.91 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.8 | $4.5M | 43k | 104.45 | |
Accenture (ACN) | 0.8 | $4.4M | 81k | 54.97 | |
General Electric Company | 0.8 | $4.3M | 215k | 20.05 | |
3M Company (MMM) | 0.8 | $4.3M | 46k | 93.50 | |
Stericycle (SRCL) | 0.8 | $4.2M | 48k | 88.68 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.8 | $4.3M | 24k | 179.54 | |
IntercontinentalEx.. | 0.7 | $3.9M | 32k | 123.55 | |
iShares Lehman Aggregate Bond (AGG) | 0.7 | $4.0M | 38k | 105.14 | |
Ipath Dow Jones-aig Commodity (DJP) | 0.7 | $3.9M | 76k | 51.35 | |
Perrigo Company | 0.7 | $3.7M | 46k | 79.52 | |
Abbott Laboratories (ABT) | 0.7 | $3.6M | 73k | 49.04 | |
SPDR S&P China (GXC) | 0.7 | $3.6M | 45k | 80.36 | |
Coca-Cola Company (KO) | 0.7 | $3.6M | 54k | 66.33 | |
Praxair | 0.7 | $3.5M | 35k | 101.61 | |
Novartis (NVS) | 0.7 | $3.5M | 64k | 54.35 | |
iShares Silver Trust (SLV) | 0.7 | $3.5M | 95k | 36.77 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $3.2M | 70k | 46.11 | |
At&t (T) | 0.6 | $3.3M | 106k | 30.61 | |
Wells Fargo & Company (WFC) | 0.6 | $3.1M | 96k | 31.71 | |
MetLife (MET) | 0.6 | $3.0M | 68k | 44.72 | |
Agilent Technologies Inc C ommon (A) | 0.5 | $2.9M | 65k | 44.78 | |
Omni (OMC) | 0.5 | $2.9M | 59k | 49.06 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.5 | $2.9M | 26k | 109.16 | |
Vanguard Total Bond Market ETF (BND) | 0.5 | $2.8M | 35k | 80.02 | |
Vanguard Total Stock Market ETF (VTI) | 0.5 | $2.7M | 40k | 68.71 | |
Cisco Systems (CSCO) | 0.5 | $2.6M | 154k | 17.15 | |
Target Corporation (TGT) | 0.5 | $2.6M | 52k | 50.02 | |
Regeneron Pharmaceuticals (REGN) | 0.5 | $2.6M | 57k | 44.93 | |
Starbucks Corporation (SBUX) | 0.5 | $2.5M | 67k | 36.96 | |
Apache Corporation | 0.5 | $2.4M | 18k | 130.92 | |
Edwards Lifesciences (EW) | 0.5 | $2.4M | 28k | 87.01 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.5 | $2.4M | 24k | 100.17 | |
Northern Trust Corporation (NTRS) | 0.4 | $2.3M | 45k | 50.74 | |
H.J. Heinz Company | 0.4 | $2.3M | 47k | 48.83 | |
Kraft Foods | 0.4 | $2.2M | 71k | 31.36 | |
Air Products & Chemicals (APD) | 0.4 | $2.2M | 25k | 90.18 | |
Jp Morgan Alerian Mlp Index | 0.4 | $2.2M | 58k | 37.97 | |
St. Jude Medical | 0.4 | $2.2M | 43k | 51.26 | |
Intel Corporation (INTC) | 0.4 | $2.1M | 105k | 20.18 | |
F5 Networks (FFIV) | 0.4 | $2.1M | 21k | 102.56 | |
SPDR Barclays Capital High Yield B | 0.4 | $2.1M | 53k | 40.51 | |
PowerShares Gld Drg Haltr USX China | 0.4 | $2.1M | 76k | 27.83 | |
McDonald's Corporation (MCD) | 0.4 | $2.0M | 27k | 76.10 | |
E.I. du Pont de Nemours & Company | 0.3 | $1.8M | 32k | 54.98 | |
SYSCO Corporation (SYY) | 0.3 | $1.7M | 62k | 27.70 | |
Emerson Electric (EMR) | 0.3 | $1.7M | 29k | 58.44 | |
Roper Industries (ROP) | 0.3 | $1.7M | 19k | 86.44 | |
General Mills (GIS) | 0.3 | $1.6M | 44k | 36.55 | |
Amazon (AMZN) | 0.3 | $1.6M | 8.9k | 180.07 | |
BlackRock (BLK) | 0.3 | $1.4M | 7.1k | 200.98 | |
Royal Dutch Shell | 0.2 | $1.3M | 18k | 72.85 | |
FedEx Corporation (FDX) | 0.2 | $1.3M | 13k | 93.58 | |
Genuine Parts Company (GPC) | 0.2 | $1.3M | 24k | 53.63 | |
TJX Companies (TJX) | 0.2 | $1.3M | 26k | 49.72 | |
Alcon | 0.2 | $1.3M | 7.8k | 165.47 | |
Nextera Energy (NEE) | 0.2 | $1.2M | 22k | 55.14 | |
Stryker Corporation (SYK) | 0.2 | $1.2M | 20k | 60.82 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $1.2M | 11k | 108.20 | |
Pfizer (PFE) | 0.2 | $1.1M | 56k | 20.31 | |
American Funds- Growth Fnd Of mf (GFAFX) | 0.2 | $1.1M | 35k | 31.85 | |
Medco Health Solutions | 0.2 | $1.0M | 18k | 56.15 | |
Verizon Communications (VZ) | 0.2 | $1.0M | 27k | 38.52 | |
Vodafone | 0.2 | $992k | 35k | 28.74 | |
Autodesk (ADSK) | 0.2 | $904k | 21k | 44.10 | |
National Fuel Gas (NFG) | 0.2 | $927k | 13k | 74.02 | |
Caterpillar (CAT) | 0.2 | $862k | 7.7k | 111.33 | |
Walt Disney Company (DIS) | 0.2 | $860k | 20k | 43.08 | |
Johnson Controls | 0.2 | $844k | 20k | 41.55 | |
iShares Russell Midcap Index Fund (IWR) | 0.2 | $838k | 7.7k | 108.97 | |
SPDR S&P International Small Cap (GWX) | 0.2 | $859k | 27k | 31.58 | |
Deere & Company (DE) | 0.1 | $785k | 8.1k | 96.91 | |
Nike (NKE) | 0.1 | $796k | 11k | 75.72 | |
Vectren Corporation | 0.1 | $796k | 29k | 27.22 | |
Cummins (CMI) | 0.1 | $767k | 7.0k | 109.67 | |
Visa (V) | 0.1 | $731k | 9.9k | 73.65 | |
iShares Dow Jones US Oil Equip. (IEZ) | 0.1 | $730k | 11k | 67.81 | |
Bed Bath & Beyond | 0.1 | $716k | 15k | 48.30 | |
W.W. Grainger (GWW) | 0.1 | $682k | 5.0k | 137.78 | |
Occidental Petroleum Corporation (OXY) | 0.1 | $718k | 6.9k | 104.53 | |
Vanguard REIT ETF (VNQ) | 0.1 | $696k | 12k | 58.49 | |
iShares FTSE/Xinhua China 25 Index (FXI) | 0.1 | $650k | 15k | 44.91 | |
Automatic Data Processing (ADP) | 0.1 | $600k | 12k | 51.30 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $576k | 10k | 55.52 | |
Lowe's Companies (LOW) | 0.1 | $600k | 23k | 26.43 | |
Isle of Capri Casinos | 0.1 | $559k | 59k | 9.51 | |
Baidu (BIDU) | 0.1 | $583k | 4.2k | 137.73 | |
Merck & Co | 0.1 | $549k | 17k | 33.00 | |
Family Dollar Stores | 0.1 | $513k | 10k | 51.30 | |
Franklin Resources (BEN) | 0.1 | $552k | 4.4k | 125.03 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $514k | 7.9k | 65.29 | |
Colgate-Palmolive Company (CL) | 0.1 | $557k | 6.9k | 80.72 | |
U.S. Bancorp (USB) | 0.1 | $496k | 19k | 26.41 | |
Dominion Resources (D) | 0.1 | $482k | 11k | 44.69 | |
Texas Instruments Incorporated (TXN) | 0.1 | $479k | 14k | 34.58 | |
iShares S&P 500 Index (IVV) | 0.1 | $459k | 3.5k | 133.00 | |
Southern Company (SO) | 0.1 | $462k | 12k | 38.15 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $469k | 4.4k | 106.59 | |
CurrencyShares Canadian Dollar Trust | 0.1 | $462k | 4.5k | 102.67 | |
ConocoPhillips (COP) | 0.1 | $401k | 5.0k | 79.86 | |
Citi | 0.1 | $422k | 96k | 4.42 | |
ITC Holdings | 0.1 | $418k | 6.0k | 69.96 | |
Fiserv (FI) | 0.1 | $408k | 6.5k | 62.77 | |
salesforce (CRM) | 0.1 | $442k | 3.3k | 133.66 | |
Intuit (INTU) | 0.1 | $404k | 7.6k | 53.16 | |
Financial Select Sector SPDR (XLF) | 0.1 | $447k | 27k | 16.40 | |
Archer Daniels Midland Co unit 99/99/9999 | 0.1 | $364k | 8.1k | 45.11 | |
Bristol Myers Squibb (BMY) | 0.1 | $373k | 14k | 26.41 | |
Adobe Systems Incorporated (ADBE) | 0.1 | $354k | 11k | 33.18 | |
CB Richard Ellis | 0.1 | $386k | 15k | 26.67 | |
Clorox Company (CLX) | 0.1 | $348k | 5.0k | 70.13 | |
Southwestern Energy Company | 0.1 | $389k | 9.1k | 42.94 | |
Central Fd Cda Ltd cl a | 0.1 | $355k | 16k | 22.40 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $358k | 3.6k | 99.44 | |
ProShares Short 20+ Year Treasury ETF (TBF) | 0.1 | $399k | 9.0k | 44.33 | |
Columbia Acorn Fund Z (ACRNX) | 0.1 | $349k | 11k | 31.90 | |
Ace Limited Cmn | 0.1 | $336k | 5.2k | 64.62 | |
Bank of America Corporation (BAC) | 0.1 | $333k | 25k | 13.34 | |
Wal-Mart Stores (WMT) | 0.1 | $331k | 6.4k | 52.06 | |
Waste Management (WM) | 0.1 | $304k | 8.1k | 37.34 | |
Archer Daniels Midland Company (ADM) | 0.1 | $313k | 8.7k | 35.98 | |
Health Care REIT | 0.1 | $293k | 5.6k | 52.37 | |
iShares Russell 2000 Value Index (IWN) | 0.1 | $296k | 3.9k | 75.41 | |
American New Perspective Fund (NPFFX) | 0.1 | $304k | 10k | 29.67 | |
CSX Corporation (CSX) | 0.1 | $291k | 3.7k | 78.73 | |
Republic Services (RSG) | 0.1 | $240k | 8.0k | 30.00 | |
Microchip Technology (MCHP) | 0.1 | $251k | 6.6k | 38.06 | |
AFLAC Incorporated (AFL) | 0.1 | $290k | 5.5k | 52.73 | |
Progress Energy | 0.1 | $250k | 5.4k | 46.14 | |
Raytheon Company | 0.1 | $275k | 5.4k | 50.91 | |
CVS Caremark Corporation (CVS) | 0.1 | $264k | 7.7k | 34.29 | |
CenturyLink | 0.1 | $245k | 5.9k | 41.55 | |
Becton, Dickinson and (BDX) | 0.1 | $247k | 3.1k | 79.68 | |
Altera Corporation | 0.1 | $273k | 6.2k | 44.03 | |
CenterPoint Energy (CNP) | 0.1 | $240k | 14k | 17.58 | |
PrivateBan | 0.1 | $260k | 17k | 15.29 | |
Barclays Bank Plc Pfd. 6.625% p | 0.1 | $289k | 12k | 24.08 | |
Vanguard 500 Index Fd Sign | 0.1 | $244k | 2.4k | 101.07 | |
Vanguard Index Fds ttl stmktidsig | 0.1 | $274k | 8.5k | 32.22 | |
Digital Realty Trust (DLR) | 0.0 | $203k | 3.5k | 58.00 | |
Leggett & Platt (LEG) | 0.0 | $214k | 8.7k | 24.53 | |
Arch Coal | 0.0 | $216k | 6.0k | 36.00 | |
Yum! Brands (YUM) | 0.0 | $223k | 4.3k | 51.35 | |
Altria (MO) | 0.0 | $234k | 9.0k | 26.01 | |
Amgen (AMGN) | 0.0 | $205k | 3.8k | 53.44 | |
Marsh & McLennan Companies (MMC) | 0.0 | $212k | 7.1k | 29.86 | |
Exelon Corporation (EXC) | 0.0 | $206k | 5.0k | 41.20 | |
PG&E Corporation (PCG) | 0.0 | $205k | 4.6k | 44.27 | |
Estee Lauder Companies (EL) | 0.0 | $210k | 2.2k | 96.46 | |
Sirona Dental Systems | 0.0 | $236k | 4.7k | 50.21 | |
Rayonier (RYN) | 0.0 | $235k | 3.8k | 62.25 | |
Hsbc Hldgs Plc adr a 1/40pf a | 0.0 | $205k | 8.5k | 24.12 | |
Hsbc Holdings Plc 8.125% p | 0.0 | $224k | 8.2k | 27.32 | |
Aon Corporation | 0.0 | $138k | 2.6k | 52.87 | |
iShares Gold Trust | 0.0 | $165k | 12k | 14.04 | |
Windstream Corporation | 0.0 | $131k | 10k | 12.84 | |
Chimera Investment Corporation | 0.0 | $115k | 29k | 3.97 | |
Perma-Fix Environmental Services | 0.0 | $23k | 15k | 1.53 | |
Interiors (INRSA) | 0.0 | $0 | 880k | 0.00 | |
O.t. Mining Corporation | 0.0 | $17k | 30k | 0.57 | |
Sinofert Holdings | 0.0 | $22k | 52k | 0.42 | |
U.s. Natural Nutrients & Miner | 0.0 | $3.0k | 10k | 0.30 | |
Videorec Technologies-private | 0.0 | $0 | 18k | 0.00 |