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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Chesley Taft & Associates LLC

Quarter ended Q1 2023 · Filed January 20, 2023 · Accession 0001085146-23-000244

Total Value
$1.45B
Positions
284
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (284)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT270,056$64.8M4.46%
2APPLE INCAAPL360,582$46.9M3.23%
3PEPSICO INCPEP248,710$44.9M3.09%
4ALPHABET INCGOOG484,705$43.0M2.96%
5JOHNSON & JOHNSONJNJ226,686$40.0M2.76%
6STRYKER CORPORATIONSYK150,091$36.7M2.53%
7COSTCO WHSL CORP NEW22160K10565,688$30.0M2.06%
8HONEYWELL INTL INC438516106136,600$29.3M2.02%
9JPMORGAN CHASE & COVYLD208,537$28.0M1.93%
10UNITEDHEALTH GROUP INCUNH51,127$27.1M1.87%
11ABBOTT LABSABLZF241,014$26.5M1.82%
12ISHARES TR464287804271,018$25.6M1.77%
13ACCENTURE PLC IRELANDACN96,066$25.6M1.77%
14DANAHER CORPORATION23585110293,756$24.9M1.71%
15ISHARES TR464287507101,634$24.6M1.69%
16SPDR S&P 500 ETF TRSPY59,570$22.8M1.57%
17THERMO FISHER SCIENTIFIC INCTMO41,116$22.6M1.56%
18HOME DEPOT INCHD71,538$22.6M1.56%
19VISA INCV100,956$21.0M1.44%
20ILLINOIS TOOL WKS INC45230810992,461$20.4M1.40%
21SPDR GOLD TRGLD119,081$20.2M1.39%
22AMAZON COM INCAMZN230,573$19.4M1.33%
23VANGUARD INTL EQUITY INDEX F922042775349,422$17.5M1.21%
24DISNEY WALT CO254687106184,879$16.1M1.11%
25COCA COLA COKO240,364$15.3M1.05%
26ISHARES TR464288414144,386$15.2M1.05%
27WILLIS TOWERS WATSON PLC LTDWTW61,778$15.1M1.04%
28EXXON MOBIL CORPXOM132,773$14.6M1.01%
29AMERICAN EXPRESS COAXP93,854$13.9M0.95%
30ORACLE CORPORCL-PD167,457$13.7M0.94%
31BROADCOM INCAVGO23,696$13.2M0.91%
32ISHARES TR46432F834228,540$13.2M0.91%
33WASTE MGMT INC DEL94106L10979,676$12.5M0.86%
34CVS HEALTH CORPCVS133,019$12.4M0.85%
35UNION PAC CORPUNP59,101$12.2M0.84%
36CDW CORPCDW66,510$11.9M0.82%
37ADOBE SYSTEMS INCORPORATEDADBE34,444$11.6M0.80%
38MASTERCARD INCORPORATEDMA32,918$11.4M0.79%
39AMERISOURCEBERGEN CORPCOR68,545$11.4M0.78%
40ALPHABET INCGOOG123,677$10.9M0.75%
41ISHARES TR46428720027,997$10.8M0.74%
42NEXTERA ENERGY INCNEE-PW125,854$10.5M0.72%
43SELECT SECTOR SPDR TR81369Y605305,922$10.5M0.72%
44TRUIST FINL CORP89832Q109230,891$9.9M0.68%
45ISHARES TR464287226100,084$9.7M0.67%
46PFIZER INCPFE183,491$9.4M0.65%
47AMPHENOL CORP NEW032095101120,413$9.2M0.63%
48ISHARES TR464287465136,331$8.9M0.62%
49INTERCONTINENTAL EXCHANGE IN45866F10484,658$8.7M0.60%
50SYSCO CORPSYY111,338$8.5M0.59%
51MCDONALDS CORPMCD30,396$8.0M0.55%
52AIR PRODS & CHEMS INCAIIR24,777$7.6M0.53%
53NORTHERN TR CORPNTRSO85,279$7.5M0.52%
54LILLY ELI & COLLY20,498$7.5M0.52%
55CHEVRON CORP NEWCVX41,028$7.4M0.51%
56CHURCH & DWIGHT CO INCCHD90,367$7.3M0.50%
57PROCTER AND GAMBLE CO74271810947,867$7.3M0.50%
58VANGUARD TAX-MANAGED FDS921943858171,019$7.2M0.49%
59STARBUCKS CORPSBUX67,832$6.7M0.46%
60SALESFORCE INCCRM49,913$6.6M0.46%
61RAYTHEON TECHNOLOGIES CORPRTX64,010$6.5M0.44%
62MERCK & CO INCMRK56,300$6.2M0.43%
63ECOLAB INCECL42,620$6.2M0.43%
64VANGUARD INDEX FDS92290874443,541$6.1M0.42%
65SPDR S&P MIDCAP 400 ETF TRMDY13,409$5.9M0.41%
66WALGREENS BOOTS ALLIANCE INC931427108148,605$5.6M0.38%
67FISERV INCFISV54,710$5.5M0.38%
68VANGUARD INDEX FDS92290862927,075$5.5M0.38%
69VANGUARD INDEX FDS92290876928,192$5.4M0.37%
70ISHARES TR464288646108,127$5.4M0.37%
71WEYERHAEUSER CO MTN BEWY171,597$5.3M0.37%
72ISHARES TR46434V878105,018$5.3M0.36%
73SPDR SER TR78468R200171,046$5.2M0.36%
74VANGUARD INDEX FDS92290875127,559$5.1M0.35%
75WELLS FARGO CO NEW949746101122,100$5.0M0.35%
76FORTIVE CORPFTV76,575$4.9M0.34%
77LOWES COS INC54866110722,744$4.5M0.31%
78GENERAL MLS INC37033410453,856$4.5M0.31%
79TJX COS INC NEW87254010955,899$4.4M0.31%
80ISHARES TR46428755633,476$4.4M0.30%
81LINDE PLCLIN13,418$4.4M0.30%
82AUTOMATIC DATA PROCESSING INADP17,668$4.2M0.29%
83SPDR SER TR78468R73987,019$4.1M0.28%
84BLACKROCK INCBLK5,684$4.0M0.28%
85VANGUARD MALVERN FDS92202080583,081$3.9M0.27%
86ISHARES TR46429B65576,625$3.9M0.27%
87T-MOBILE US INCTMUSZ27,064$3.8M0.26%
88NVIDIA CORPORATIONNVDA25,727$3.8M0.26%
89AMGEN INCAMGN13,965$3.7M0.25%
90ONEOK INC NEWOKE55,291$3.6M0.25%
91ABBVIE INCABBV22,418$3.6M0.25%
92META PLATFORMS INCMETA30,064$3.6M0.25%
93HERSHEY COHSY15,059$3.5M0.24%
94AON PLCAON11,581$3.5M0.24%
95SHERWIN WILLIAMS COSHW14,374$3.4M0.23%
96DEVON ENERGY CORP NEW25179M10354,143$3.3M0.23%
97EMERSON ELEC COEMR34,225$3.3M0.23%
98ZOETIS INCZTS22,184$3.3M0.22%
99ISHARES TR46429B74733,465$3.2M0.22%
100COGNIZANT TECHNOLOGY SOLUTIOCTSH56,064$3.2M0.22%
101CONOCOPHILLIPSCOP27,150$3.2M0.22%
102TEXAS INSTRS INC88250810418,896$3.1M0.21%
103BANK AMERICA CORP06050510493,620$3.1M0.21%
104ISHARES TR464288224155,040$3.1M0.21%
105ROPER TECHNOLOGIES INCROP7,095$3.1M0.21%
106ISHARES TR46428863861,704$3.1M0.21%
107AUTOZONE INCAZO1,232$3.0M0.21%
108CROWN CASTLE INCCCI22,346$3.0M0.21%
109INTUITINTU7,785$3.0M0.21%
110NOVARTIS AGNVSEF33,187$3.0M0.21%
111S&P GLOBAL INCSPGI8,934$3.0M0.21%
112CIGNA CORP NEW1255231009,011$3.0M0.21%
113ISHARES TR46432F84247,381$2.9M0.20%
114CORTEVA INCCTVA49,536$2.9M0.20%
115ALCON AGALC41,527$2.8M0.20%
116OLD DOMINION FREIGHT LINE INODFL9,940$2.8M0.19%
117BLACKSTONE INCBX36,847$2.7M0.19%
118J P MORGAN EXCHANGE TRADED F46641Q83751,913$2.6M0.18%
119APTIV PLCAPTV27,810$2.6M0.18%
120PROGRESSIVE CORP74331510319,125$2.5M0.17%
121SELECT SECTOR SPDR TR81369Y86065,255$2.4M0.17%
122QUALCOMM INCQCOM21,864$2.4M0.17%
123EDWARDS LIFESCIENCES CORPEW32,007$2.4M0.16%
124ISHARES TR46428749934,630$2.3M0.16%
125TARGET CORPTGT15,197$2.3M0.16%
126ISHARES TR46428815821,700$2.3M0.16%
127J P MORGAN EXCHANGE TRADED F46641Q65444,600$2.3M0.16%
128UNITED RENTALS INCURI6,181$2.2M0.15%
129AMERIPRISE FINL INC03076C1066,881$2.1M0.15%
130FIFTH THIRD BANCORPFITBM63,601$2.1M0.14%
131NORTHROP GRUMMAN CORPNOC3,796$2.1M0.14%
132ELEVANCE HEALTH INCELV4,001$2.1M0.14%
133KRAFT HEINZ COKHC50,057$2.0M0.14%
134NIKE INCNKE17,346$2.0M0.14%
135SCHWAB CHARLES CORPSCHW-PJ24,006$2.0M0.14%
136GRAINGER W W INC3848021043,522$2.0M0.13%
137CBOE GLOBAL MKTS INC12503M10814,925$1.9M0.13%
138PALO ALTO NETWORKS INCPANW12,186$1.7M0.12%
139SCHLUMBERGER LTDSLB31,780$1.7M0.12%
140BRISTOL-MYERS SQUIBB COCELG-RI22,652$1.6M0.11%
141VERIZON COMMUNICATIONS INCVZ40,266$1.6M0.11%
142VOYA FINANCIAL INCVOYA-PB25,705$1.6M0.11%
143AMERICAN WTR WKS CO INC NEW03042010310,328$1.6M0.11%
144INTERNATIONAL BUSINESS MACHSINTR11,041$1.6M0.11%
145FIRST SOLAR INCFSLR10,339$1.5M0.11%
146MARSH & MCLENNAN COS INC5717481029,295$1.5M0.11%
147ISHARES TR4642876147,160$1.5M0.11%
148AGILENT TECHNOLOGIES INCA10,144$1.5M0.10%
149ISHARES INC46434G10332,457$1.5M0.10%
150IQVIA HLDGS INCIQV6,610$1.4M0.09%
151FRANKLIN ELEC INCFELE16,275$1.3M0.09%
152CAESARS ENTERTAINMENT INC NE12769G10030,192$1.3M0.09%
153OMNICOM GROUP INCOMC15,167$1.2M0.09%
154ISHARES TR46428744012,750$1.2M0.08%
155MONDELEZ INTL INC60920710517,708$1.2M0.08%
156CMS ENERGY CORPCMS-PC18,311$1.2M0.08%
157METLIFE INCMET-PF15,535$1.1M0.08%
158HESS CORPHESM7,896$1.1M0.08%
159ISHARES TR4642875987,362$1.1M0.08%
160VANECK ETF TRUST92189H40921,625$1.1M0.08%
161VANGUARD INDEX FDS9229083633,104$1.1M0.08%
162HUBBELL INCHUBB4,596$1.1M0.07%
163VANGUARD INDEX FDS9229086116,712$1.1M0.07%
164VANGUARD BD INDEX FDS92193783514,718$1.1M0.07%
165DUKE ENERGY CORP NEWDUKB10,265$1.1M0.07%
166GENERAL ELECTRIC CO36960430112,564$1.1M0.07%
167FIDELITY NATL INFORMATION SV31620M10615,445$1.0M0.07%
168LOCKHEED MARTIN CORPLMT2,136$1.0M0.07%
169ISHARES TR4642876894,611$1.0M0.07%
170ISHARES TR4642871769,444$1.0M0.07%
171SSGA ACTIVE ETF TR78467V60824,061$984,0950.07%
172CARLISLE COS INC1423391004,107$967,8150.07%
173SKYWORKS SOLUTIONS INCSWKS10,602$966,1600.07%
174KEYSIGHT TECHNOLOGIES INCKEYS5,596$957,3080.07%
175KEYCORP49326710854,317$946,2020.07%
176APPLIED MATLS INC0382221059,625$937,2830.06%
177ARES MANAGEMENT CORPORATIONARES-PB13,667$935,3690.06%
178LAUDER ESTEE COS INC5184391043,618$897,6620.06%
179SCHWAB STRATEGIC TR80852410219,675$881,6370.06%
180BOOKING HOLDINGS INCBKNG412$830,2950.06%
181SHELL PLCRYDAF14,440$822,3580.06%
182INTEL CORPINTC30,859$815,6010.06%
183CHUBB LIMITEDCB3,661$807,6170.06%
184BECTON DICKINSON & COBDX3,170$806,1310.06%
185XYLEM INCXYL7,129$788,2540.05%
186AVANTOR INCAVTR36,935$778,9590.05%
187ISHARES TR46434VAX831,050$777,1820.05%
188LAMAR ADVERTISING CO NEWLAMR8,225$776,4400.05%
189DOMINION ENERGY INCD12,449$763,3730.05%
190SOUTHERN COSOMN10,688$763,2300.05%
191AT&T INCT-PC40,271$741,3890.05%
192AMERICAN ELEC PWR CO INC0255371017,776$738,3310.05%
193INVESCO EXCH TRD SLF IDX FDIVZ35,873$734,8620.05%
194ISHARES TR4642877219,800$730,0020.05%
195ISHARES TR46435G51610,920$717,8810.05%
196COLGATE PALMOLIVE COCL9,016$710,3710.05%
197INVESCO EXCH TRD SLF IDX FDIVZ32,338$678,4510.05%
198DEERE & CODE1,569$672,7240.05%
199ZEBRA TECHNOLOGIES CORPORATIZBRA2,592$664,6150.05%
200HCA HEALTHCARE INCHCA2,755$661,0900.05%
201PAYCHEX INCPAYX5,700$658,6920.05%
202VERISK ANALYTICS INCVRSK3,625$639,5230.04%
203PLAINS GP HLDGS L PPAGP50,900$633,1960.04%
204PAYPAL HLDGS INCPYPL8,845$629,9410.04%
205CISCO SYS INCCSCO13,222$629,8960.04%
206ISHARES TR46434VBG425,199$615,3600.04%
207DUPONT DE NEMOURS INCDD8,680$595,7170.04%
208AFLAC INCAFL8,000$575,5200.04%
209TERADYNE INCTER6,460$564,2810.04%
210L3HARRIS TECHNOLOGIES INCLHX2,696$561,3340.04%
211FLOWERS FOODS INCFLO19,200$551,8080.04%
212ISHARES TR46428723414,545$551,2560.04%
213COPART INCCPRT8,655$527,0030.04%
214DOMINOS PIZZA INCDPZ1,480$512,6720.04%
215DARLING INGREDIENTS INCDAR8,105$507,2920.03%
216TESLA INCTSLA4,032$496,6620.03%
217WEC ENERGY GROUP INCWEC5,280$495,0530.03%
218ISHARES TR4642874575,776$468,8380.03%
219NORFOLK SOUTHN CORP6558441081,885$464,5020.03%
220ALLSTATE CORPALL-PJ3,409$462,2600.03%
221CORNING INCGLW14,430$460,8940.03%
222KLA CORPKLAC1,201$452,8130.03%
223ISHARES TR46428734111,300$440,5870.03%
224PUBLIC STORAGEPSA-PS1,540$431,4930.03%
225VAIL RESORTS INCMTN1,810$431,4140.03%
226ISHARES TR46435GAA018,198$424,9230.03%
227INVESCO QQQ TRIVZ1,589$423,1190.03%
228MICROCHIP TECHNOLOGY INC.MCHPP5,998$421,3600.03%
229GENERAL MTRS CO37045V10012,490$420,1640.03%
230INVESCO EXCH TRD SLF IDX FDIVZ20,700$416,8980.03%
231GENERAL DYNAMICS CORPGD1,630$404,4190.03%
232ISHARES TR4642873096,896$403,4160.03%
233PHILIP MORRIS INTL INC7181721093,965$401,3250.03%
234BERKSHIRE HATHAWAY INC DELBRK-A1,290$398,4810.03%
235WP CAREY INC92936U1095,067$395,9860.03%
236EQUITY COMWLTH29462810215,845$395,6500.03%
237YUM BRANDS INCYUM2,994$383,4720.03%
238CME GROUP INCCME2,278$383,0680.03%
239ISHARES TR46434VBD115,600$379,3920.03%
240COGENT COMMUNICATIONS HLDGSCCOI6,601$376,7850.03%
241SPIRE INCSRJN5,420$373,2210.03%
242EASTMAN CHEM COEMN4,500$366,4800.03%
243VANGUARD INTL EQUITY INDEX F9220428589,222$359,4740.02%
244CITIZENS FINL GROUP INCCIA9,100$358,2670.02%
245ISHARES TR4642871504,160$352,7680.02%
246REGENERON PHARMACEUTICALSREGN485$349,9230.02%
247CANADIAN IMPERIAL BK COMM TOCNDIF8,547$345,7260.02%
248DOLLAR GEN CORP NEW2566771051,400$344,7500.02%
249EVEREST RE GROUP LTDEG1,025$339,5520.02%
250VANGUARD STAR FDS9219097686,390$330,4910.02%
251ISHARES TR4642876551,842$321,1710.02%
252CUMMINS INCCMI1,320$319,8230.02%
253HUNTINGTON BANCSHARES INCHBANP22,230$313,4430.02%
254SPDR INDEX SHS FDS78463X84813,024$313,3570.02%
255ADVANCE AUTO PARTS INCAAP2,110$310,2330.02%
256CATERPILLAR INCCAT1,295$310,2300.02%
257UGI CORP NEW9026811058,280$306,9400.02%
258MIDDLEBY CORPMIDD2,260$302,6140.02%
259VANGUARD INTL EQUITY INDEX F9220427182,880$296,0930.02%
260WERNER ENTERPRISES INCWERN7,325$294,9050.02%
261ISHARES TR46436E87412,200$290,9700.02%
262KIMBERLY-CLARK CORPKMB2,099$284,9390.02%
263VANGUARD MUN BD FDS9229077465,754$284,7650.02%
264SELECT SECTOR SPDR TR81369Y8864,000$282,0000.02%
265HAWAIIAN ELEC INDUSTRIES4198701006,700$280,3950.02%
266XCEL ENERGY INCXELLL3,954$277,2150.02%
267PRINCIPAL FINANCIAL GROUP INPFG3,263$273,8600.02%
268VANGUARD INTL EQUITY INDEX F9220427423,023$260,5520.02%
269MANHATTAN ASSOCIATES INCMANH2,120$257,3680.02%
270VANGUARD INDEX FDS9229085533,092$255,0280.02%
271SVB FINANCIAL GROUP78486Q1011,099$252,9240.02%
272SERVICENOW INCNOW644$250,0460.02%
273MCKESSON CORPMCK647$242,7030.02%
274VANGUARD INDEX FDS9229086521,820$241,8050.02%
275SPDR SER TR78468R1018,150$235,4540.02%
276SPDR SER TR78468R4089,675$234,5220.02%
277BAKER HUGHES COMPANYBKR7,815$230,7770.02%
278FIRST FNDTN INC32026V10416,042$229,8820.02%
279OTTER TAIL CORPOTTR3,680$216,0530.01%
280BEST BUY INCBBY2,535$203,3320.01%
281SPDR SER TR78464A6072,312$201,4910.01%
282VIATRIS INCVTRS16,850$187,5410.01%
283PERMA-FIX ENVIRONMENTAL SVCS71415720324,025$84,8080.01%
284VISTAGEN THERAPEUTICS INCVTGN20,000$2,0600.00%