Chesley Taft & Associates as of Dec. 31, 2015
Portfolio Holdings for Chesley Taft & Associates
Chesley Taft & Associates holds 246 positions in its portfolio as reported in the December 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
General Electric Company | 2.9 | $28M | 889k | 31.15 | |
Alphabet Inc Class C cs (GOOG) | 2.6 | $24M | 32k | 758.89 | |
Pepsi (PEP) | 2.5 | $23M | 234k | 99.92 | |
Walt Disney Company (DIS) | 2.4 | $23M | 217k | 105.08 | |
Celgene Corporation | 2.4 | $22M | 187k | 119.76 | |
Exxon Mobil Corporation (XOM) | 2.2 | $21M | 272k | 77.95 | |
Express Scripts Holding | 2.2 | $21M | 241k | 87.41 | |
Johnson & Johnson (JNJ) | 2.2 | $21M | 203k | 102.72 | |
Microsoft Corporation (MSFT) | 2.0 | $19M | 350k | 55.48 | |
Accenture (ACN) | 1.9 | $18M | 169k | 104.50 | |
Apple (AAPL) | 1.8 | $17M | 162k | 105.26 | |
iShares S&P SmallCap 600 Index (IJR) | 1.7 | $16M | 146k | 110.11 | |
Wells Fargo & Company (WFC) | 1.6 | $16M | 288k | 54.36 | |
iShares MSCI EAFE Index Fund (EFA) | 1.6 | $15M | 262k | 58.72 | |
Honeywell International (HON) | 1.6 | $15M | 146k | 103.57 | |
Walgreen Boots Alliance (WBA) | 1.6 | $15M | 176k | 85.16 | |
Abbott Laboratories (ABT) | 1.5 | $14M | 320k | 44.91 | |
3M Company (MMM) | 1.4 | $14M | 91k | 150.64 | |
Ecolab (ECL) | 1.4 | $13M | 115k | 114.38 | |
CVS Caremark Corporation (CVS) | 1.2 | $12M | 120k | 97.77 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.2 | $12M | 158k | 74.42 | |
iShares S&P MidCap 400 Index (IJH) | 1.2 | $11M | 79k | 139.32 | |
Philip Morris International (PM) | 1.1 | $11M | 122k | 87.91 | |
Illinois Tool Works (ITW) | 1.1 | $11M | 116k | 92.68 | |
Gilead Sciences (GILD) | 1.1 | $11M | 106k | 101.19 | |
Stryker Corporation (SYK) | 1.1 | $11M | 114k | 92.94 | |
Spdr S&p 500 Etf (SPY) | 1.1 | $10M | 51k | 203.88 | |
Intel Corporation (INTC) | 1.1 | $10M | 302k | 34.45 | |
MetLife (MET) | 1.1 | $10M | 215k | 48.21 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 1.1 | $10M | 235k | 43.41 | |
Kraft Heinz (KHC) | 1.0 | $9.9M | 137k | 72.76 | |
Coca-Cola Company (KO) | 1.0 | $9.7M | 227k | 42.96 | |
Amazon (AMZN) | 1.0 | $9.7M | 14k | 675.88 | |
Amgen (AMGN) | 1.0 | $9.4M | 58k | 162.32 | |
Starbucks Corporation (SBUX) | 1.0 | $9.5M | 158k | 60.03 | |
Pfizer (PFE) | 1.0 | $9.3M | 289k | 32.28 | |
Danaher Corporation (DHR) | 1.0 | $9.3M | 101k | 92.88 | |
McKesson Corporation (MCK) | 1.0 | $9.2M | 47k | 197.22 | |
Verizon Communications (VZ) | 1.0 | $9.1M | 197k | 46.22 | |
Oracle Corporation (ORCL) | 0.9 | $8.3M | 228k | 36.53 | |
Church & Dwight (CHD) | 0.9 | $8.2M | 96k | 84.88 | |
Cognizant Technology Solutions (CTSH) | 0.8 | $8.0M | 133k | 60.02 | |
Thermo Fisher Scientific (TMO) | 0.8 | $8.0M | 57k | 141.85 | |
Union Pacific Corporation (UNP) | 0.8 | $7.9M | 101k | 78.20 | |
Alphabet Inc Class A cs (GOOGL) | 0.8 | $7.3M | 9.4k | 778.06 | |
American Express Company (AXP) | 0.7 | $6.5M | 93k | 69.55 | |
MasterCard Incorporated (MA) | 0.7 | $6.2M | 63k | 97.36 | |
SPDR S&P MidCap 400 ETF (MDY) | 0.7 | $6.2M | 24k | 254.05 | |
Costco Wholesale Corporation (COST) | 0.6 | $6.1M | 38k | 161.49 | |
E.I. du Pont de Nemours & Company | 0.6 | $6.1M | 91k | 66.60 | |
FedEx Corporation (FDX) | 0.6 | $6.0M | 40k | 148.99 | |
Abbvie (ABBV) | 0.6 | $6.0M | 101k | 59.24 | |
Amphenol Corporation (APH) | 0.6 | $5.9M | 113k | 52.23 | |
Paypal Holdings (PYPL) | 0.6 | $5.9M | 164k | 36.20 | |
JPMorgan Chase & Co. (JPM) | 0.6 | $5.8M | 88k | 66.03 | |
Visa (V) | 0.6 | $5.6M | 72k | 77.55 | |
Nike (NKE) | 0.6 | $5.6M | 89k | 62.50 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.6 | $5.5M | 53k | 104.59 | |
Regeneron Pharmaceuticals (REGN) | 0.6 | $5.3M | 9.7k | 542.82 | |
Stericycle (SRCL) | 0.6 | $5.4M | 45k | 120.59 | |
Novartis (NVS) | 0.6 | $5.2M | 61k | 86.03 | |
Northern Trust Corporation (NTRS) | 0.5 | $5.1M | 71k | 72.10 | |
Nxp Semiconductors N V (NXPI) | 0.5 | $5.0M | 60k | 84.26 | |
Intercontinental Exchange (ICE) | 0.5 | $5.0M | 19k | 256.27 | |
International Business Machines (IBM) | 0.5 | $4.9M | 36k | 137.62 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.5 | $4.9M | 14k | 338.31 | |
Plum Creek Timber | 0.5 | $4.8M | 100k | 47.72 | |
Chevron Corporation (CVX) | 0.5 | $4.6M | 51k | 89.95 | |
Allergan | 0.5 | $4.5M | 14k | 312.51 | |
EMC Corporation | 0.4 | $4.0M | 156k | 25.68 | |
Towers Watson & Co | 0.4 | $4.0M | 31k | 128.46 | |
McDonald's Corporation (MCD) | 0.4 | $3.8M | 32k | 118.13 | |
BlackRock (BLK) | 0.4 | $3.8M | 11k | 340.56 | |
Procter & Gamble Company (PG) | 0.4 | $3.7M | 47k | 79.41 | |
Schlumberger (SLB) | 0.4 | $3.7M | 53k | 69.75 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.4 | $3.7M | 34k | 110.70 | |
Merck & Co (MRK) | 0.4 | $3.6M | 68k | 52.82 | |
UnitedHealth (UNH) | 0.4 | $3.7M | 31k | 117.65 | |
Anheuser-Busch InBev NV (BUD) | 0.4 | $3.5M | 28k | 124.99 | |
salesforce (CRM) | 0.4 | $3.5M | 45k | 78.40 | |
Vanguard REIT ETF (VNQ) | 0.4 | $3.6M | 45k | 79.74 | |
Facebook Inc cl a (META) | 0.4 | $3.5M | 34k | 104.66 | |
Jp Morgan Alerian Mlp Index | 0.3 | $3.4M | 116k | 28.97 | |
Tractor Supply Company (TSCO) | 0.3 | $3.2M | 38k | 85.49 | |
Fiserv (FI) | 0.3 | $3.2M | 35k | 91.45 | |
General Mills (GIS) | 0.3 | $3.1M | 54k | 57.66 | |
iShares Lehman Aggregate Bond (AGG) | 0.3 | $3.2M | 29k | 107.99 | |
Perrigo Company (PRGO) | 0.3 | $2.8M | 20k | 144.72 | |
At&t (T) | 0.3 | $2.8M | 81k | 34.41 | |
Automatic Data Processing (ADP) | 0.3 | $2.7M | 31k | 84.71 | |
Air Products & Chemicals (APD) | 0.3 | $2.6M | 20k | 130.13 | |
Jones Lang LaSalle Incorporated (JLL) | 0.3 | $2.7M | 17k | 159.87 | |
Praxair | 0.3 | $2.5M | 25k | 102.40 | |
Qualcomm (QCOM) | 0.3 | $2.5M | 50k | 49.98 | |
Lowe's Companies (LOW) | 0.3 | $2.5M | 33k | 76.03 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $2.5M | 24k | 104.30 | |
iShares S&P US Pref Stock Idx Fnd (PFF) | 0.3 | $2.5M | 64k | 38.85 | |
Omni (OMC) | 0.2 | $2.4M | 32k | 75.67 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.2 | $2.4M | 23k | 107.26 | |
Vanguard Small-Cap ETF (VB) | 0.2 | $2.2M | 20k | 110.62 | |
TJX Companies (TJX) | 0.2 | $2.1M | 30k | 70.90 | |
General Dynamics Corporation (GD) | 0.2 | $2.1M | 15k | 137.34 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.2 | $2.0M | 42k | 48.36 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $1.9M | 59k | 32.19 | |
Sherwin-Williams Company (SHW) | 0.2 | $1.9M | 7.5k | 259.60 | |
United Technologies Corporation | 0.2 | $1.9M | 20k | 96.08 | |
Biogen Idec (BIIB) | 0.2 | $1.9M | 6.3k | 306.38 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $1.8M | 14k | 127.29 | |
O'reilly Automotive (ORLY) | 0.2 | $1.8M | 7.2k | 253.36 | |
Emerson Electric (EMR) | 0.2 | $1.7M | 35k | 47.84 | |
Welltower Inc Com reit (WELL) | 0.2 | $1.7M | 25k | 68.04 | |
Nextera Energy (NEE) | 0.2 | $1.6M | 15k | 103.89 | |
iShares S&P 500 Index (IVV) | 0.2 | $1.7M | 8.1k | 204.90 | |
SPDR Nvn Barclys Cptl Shrt Trm Mncpl Bnd | 0.2 | $1.7M | 68k | 24.36 | |
Vanguard Total Bond Market ETF (BND) | 0.2 | $1.6M | 20k | 80.77 | |
Roper Industries (ROP) | 0.2 | $1.5M | 8.0k | 189.78 | |
iShares Russell Midcap Index Fund (IWR) | 0.2 | $1.5M | 9.5k | 160.23 | |
Snap-on Incorporated (SNA) | 0.1 | $1.5M | 8.6k | 171.41 | |
Isle of Capri Casinos | 0.1 | $1.4M | 101k | 13.93 | |
CBOE Holdings (CBOE) | 0.1 | $1.5M | 22k | 64.89 | |
Palo Alto Networks (PANW) | 0.1 | $1.4M | 8.0k | 176.12 | |
Home Depot (HD) | 0.1 | $1.3M | 10k | 132.24 | |
Bristol Myers Squibb (BMY) | 0.1 | $1.3M | 19k | 68.80 | |
Colgate-Palmolive Company (CL) | 0.1 | $1.3M | 20k | 66.63 | |
Comcast Corporation (CMCSA) | 0.1 | $1.2M | 22k | 56.45 | |
Ace Limited Cmn | 0.1 | $1.2M | 10k | 116.85 | |
Skyworks Solutions (SWKS) | 0.1 | $1.2M | 16k | 76.82 | |
Extra Space Storage (EXR) | 0.1 | $1.2M | 14k | 88.23 | |
Mylan Nv | 0.1 | $1.3M | 23k | 54.07 | |
U.S. Bancorp (USB) | 0.1 | $1.2M | 27k | 42.66 | |
Lockheed Martin Corporation (LMT) | 0.1 | $1.2M | 5.4k | 217.19 | |
Halliburton Company (HAL) | 0.1 | $1.2M | 34k | 34.03 | |
Yahoo! | 0.1 | $1.1M | 34k | 33.26 | |
Simon Property (SPG) | 0.1 | $1.2M | 6.1k | 194.42 | |
Market Vectors High Yield Muni. Ind | 0.1 | $1.2M | 38k | 30.89 | |
Signature Bank (SBNY) | 0.1 | $1.1M | 6.9k | 153.36 | |
Dominion Resources (D) | 0.1 | $1.0M | 15k | 67.61 | |
W.W. Grainger (GWW) | 0.1 | $1.1M | 5.2k | 202.67 | |
AmerisourceBergen (COR) | 0.1 | $1.0M | 10k | 103.71 | |
Marsh & McLennan Companies (MMC) | 0.1 | $1.1M | 19k | 55.43 | |
ITC Holdings | 0.1 | $1.0M | 27k | 39.27 | |
Hershey Company (HSY) | 0.1 | $1.0M | 12k | 89.27 | |
Avago Technologies | 0.1 | $1.1M | 7.5k | 145.11 | |
Vectren Corporation | 0.1 | $1.1M | 26k | 42.43 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $1.0M | 20k | 49.93 | |
Compass Minerals International (CMP) | 0.1 | $964k | 13k | 75.25 | |
CMS Energy Corporation (CMS) | 0.1 | $911k | 25k | 36.08 | |
TD Ameritrade Holding | 0.1 | $983k | 28k | 34.70 | |
Texas Instruments Incorporated (TXN) | 0.1 | $937k | 17k | 54.80 | |
Vanguard Mid-Cap ETF (VO) | 0.1 | $971k | 8.1k | 120.05 | |
SPDR S&P International Small Cap (GWX) | 0.1 | $965k | 34k | 28.24 | |
Chubb Corporation | 0.1 | $863k | 6.5k | 132.57 | |
Time Warner | 0.1 | $866k | 13k | 64.64 | |
Microchip Technology (MCHP) | 0.1 | $840k | 18k | 46.54 | |
Johnson Controls | 0.1 | $896k | 23k | 39.48 | |
Whirlpool Corporation (WHR) | 0.1 | $879k | 6.0k | 146.87 | |
Royal Dutch Shell | 0.1 | $843k | 18k | 45.78 | |
Tesoro Corporation | 0.1 | $863k | 8.2k | 105.37 | |
Key (KEY) | 0.1 | $834k | 63k | 13.20 | |
A. O. Smith Corporation (AOS) | 0.1 | $903k | 12k | 76.62 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $842k | 7.7k | 109.71 | |
Lamar Advertising Co-a (LAMR) | 0.1 | $861k | 14k | 60.00 | |
Cisco Systems (CSCO) | 0.1 | $719k | 27k | 27.16 | |
SYSCO Corporation (SYY) | 0.1 | $757k | 19k | 41.02 | |
Dow Chemical Company | 0.1 | $743k | 14k | 51.49 | |
Becton, Dickinson and (BDX) | 0.1 | $774k | 5.0k | 154.03 | |
PacWest Ban | 0.1 | $746k | 17k | 43.12 | |
PrivateBan | 0.1 | $763k | 19k | 41.02 | |
Vanguard Europe Pacific ETF (VEA) | 0.1 | $771k | 21k | 36.71 | |
Powershares Senior Loan Portfo mf | 0.1 | $739k | 33k | 22.41 | |
Power Integrations (POWI) | 0.1 | $628k | 13k | 48.64 | |
Anadarko Petroleum Corporation | 0.1 | $620k | 13k | 48.61 | |
Ares Capital Corporation (ARCC) | 0.1 | $673k | 47k | 14.25 | |
Realty Income (O) | 0.1 | $713k | 14k | 51.61 | |
StanCorp Financial | 0.1 | $629k | 5.5k | 113.95 | |
iShares Russell 1000 Growth Index (IWF) | 0.1 | $619k | 6.2k | 99.55 | |
iShares Russell 3000 Index (IWV) | 0.1 | $638k | 5.3k | 120.38 | |
Spdr Short-term High Yield mf (SJNK) | 0.1 | $676k | 26k | 25.70 | |
AutoNation (AN) | 0.1 | $609k | 10k | 59.65 | |
Genuine Parts Company (GPC) | 0.1 | $558k | 6.5k | 85.85 | |
Leggett & Platt (LEG) | 0.1 | $584k | 14k | 42.01 | |
Las Vegas Sands (LVS) | 0.1 | $548k | 13k | 43.84 | |
priceline.com Incorporated | 0.1 | $593k | 465.00 | 1275.27 | |
SPDR Gold Trust (GLD) | 0.1 | $531k | 5.2k | 101.43 | |
Ingram Micro | 0.1 | $601k | 20k | 30.37 | |
Intuit (INTU) | 0.1 | $579k | 6.0k | 96.50 | |
Old Dominion Freight Line (ODFL) | 0.1 | $582k | 9.9k | 59.09 | |
Six Flags Entertainment (SIX) | 0.1 | $614k | 11k | 54.94 | |
iShares Dow Jones US Oil & Gas Exp. (IEO) | 0.1 | $572k | 11k | 52.96 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.1 | $534k | 10k | 52.87 | |
Laboratory Corp. of America Holdings | 0.1 | $519k | 4.2k | 123.57 | |
Agilent Technologies Inc C ommon (A) | 0.1 | $503k | 12k | 41.83 | |
Southern Company (SO) | 0.1 | $469k | 10k | 46.83 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.1 | $512k | 6.2k | 83.05 | |
H&E Equipment Services (HEES) | 0.1 | $503k | 29k | 17.50 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $479k | 4.2k | 114.05 | |
Financial Select Sector SPDR (XLF) | 0.1 | $500k | 21k | 23.81 | |
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.1 | $504k | 4.8k | 105.77 | |
iShares S&P Global Energy Sector (IXC) | 0.1 | $436k | 16k | 28.04 | |
Vodafone Group New Adr F (VOD) | 0.1 | $431k | 13k | 32.25 | |
Medtronic (MDT) | 0.1 | $499k | 6.5k | 76.98 | |
Cme (CME) | 0.0 | $398k | 4.4k | 90.56 | |
Eli Lilly & Co. (LLY) | 0.0 | $373k | 4.4k | 84.31 | |
Digital Realty Trust (DLR) | 0.0 | $416k | 5.5k | 75.64 | |
Public Storage (PSA) | 0.0 | $410k | 1.7k | 247.58 | |
Zebra Technologies (ZBRA) | 0.0 | $337k | 4.8k | 69.69 | |
Boeing Company (BA) | 0.0 | $420k | 2.9k | 144.48 | |
Franklin Electric (FELE) | 0.0 | $368k | 14k | 27.02 | |
BE Aerospace | 0.0 | $397k | 9.4k | 42.39 | |
Agrium | 0.0 | $398k | 4.5k | 89.34 | |
Royal Dutch Shell | 0.0 | $422k | 9.2k | 45.99 | |
Target Corporation (TGT) | 0.0 | $398k | 5.5k | 72.69 | |
Total (TTE) | 0.0 | $397k | 8.8k | 44.99 | |
Jacobs Engineering | 0.0 | $372k | 8.9k | 41.96 | |
Sirona Dental Systems | 0.0 | $427k | 3.9k | 109.49 | |
Laclede | 0.0 | $356k | 6.0k | 59.43 | |
UGI Corporation (UGI) | 0.0 | $380k | 11k | 33.78 | |
WGL Holdings | 0.0 | $419k | 6.7k | 63.01 | |
Mondelez Int (MDLZ) | 0.0 | $405k | 9.0k | 44.86 | |
Wec Energy Group (WEC) | 0.0 | $371k | 7.2k | 51.28 | |
Caterpillar (CAT) | 0.0 | $238k | 3.5k | 68.00 | |
Paychex (PAYX) | 0.0 | $319k | 6.0k | 52.86 | |
Altria (MO) | 0.0 | $306k | 5.3k | 58.14 | |
ConocoPhillips (COP) | 0.0 | $269k | 5.8k | 46.73 | |
Cedar Fair | 0.0 | $302k | 5.4k | 55.93 | |
Energy Select Sector SPDR (XLE) | 0.0 | $241k | 4.0k | 60.25 | |
Estee Lauder Companies (EL) | 0.0 | $319k | 3.6k | 88.17 | |
iShares Dow Jones US Technology (IYW) | 0.0 | $268k | 2.5k | 107.20 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.0 | $289k | 3.7k | 78.92 | |
Barclays Bank Plc Pfd. 6.625% p | 0.0 | $250k | 9.7k | 25.88 | |
Powershares Kbw Bank Etf | 0.0 | $286k | 7.6k | 37.63 | |
Hasbro (HAS) | 0.0 | $202k | 3.0k | 67.33 | |
Norfolk Southern (NSC) | 0.0 | $220k | 2.6k | 84.62 | |
CACI International (CACI) | 0.0 | $216k | 2.3k | 92.90 | |
Avnet (AVT) | 0.0 | $235k | 5.5k | 42.92 | |
iShares Russell 2000 Index (IWM) | 0.0 | $227k | 2.0k | 112.60 | |
iShares Dow Jones US Oil Equip. (IEZ) | 0.0 | $232k | 6.5k | 35.80 | |
iShares S&P 500 Growth Index (IVW) | 0.0 | $234k | 2.0k | 115.56 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $228k | 2.2k | 106.05 | |
Hsbc Holdings Plc 8.125% p | 0.0 | $219k | 8.2k | 26.71 | |
Sunedison | 0.0 | $65k | 13k | 5.11 | |
Chemours (CC) | 0.0 | $94k | 18k | 5.33 | |
Advanced Viral Research | 0.0 | $0 | 66k | 0.00 | |
Veris Gold | 0.0 | $1.0k | 10k | 0.10 | |
Sintana Energy (ZDEXF) | 0.0 | $2.1k | 17k | 0.12 | |
Community Shores - Exp 11/03/1 wt | 0.0 | $0 | 28k | 0.00 |