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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 Q2 2023 · Filed April 11, 2023 · Accession 0001085146-23-001618

Total Value
$1.52B
Positions
286
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (286)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT251,192$72.4M4.75%
2APPLE INCAAPL360,493$59.4M3.90%
3ALPHABET INCGOOG472,396$49.1M3.22%
4PEPSICO INCPEP246,849$45.0M2.95%
5STRYKER CORPORATIONSYK149,196$42.6M2.79%
6JOHNSON & JOHNSONJNJ225,564$35.0M2.29%
7COSTCO WHSL CORP NEW22160K10565,483$32.5M2.13%
8UNITEDHEALTH GROUP INCUNH58,612$27.7M1.82%
9ACCENTURE PLC IRELANDACN95,252$27.2M1.79%
10JPMORGAN CHASE & COVYLD207,456$27.0M1.77%
11HONEYWELL INTL INC438516106136,919$26.2M1.72%
12ISHARES TR464287507100,803$25.2M1.65%
13SPDR S&P 500 ETF TRSPY60,314$24.7M1.62%
14ABBOTT LABSABLZF239,361$24.2M1.59%
15AMAZON COM INCAMZN231,268$23.9M1.57%
16THERMO FISHER SCIENTIFIC INCTMO40,798$23.5M1.54%
17ISHARES TR464287804238,048$23.0M1.51%
18VISA INCV100,239$22.6M1.48%
19ILLINOIS TOOL WKS INC45230810991,720$22.3M1.46%
20SPDR GOLD TRGLD118,783$21.8M1.43%
21HOME DEPOT INCHD71,574$21.1M1.39%
22DISNEY WALT CO254687106194,295$19.5M1.28%
23DANAHER CORPORATION23585110276,347$19.2M1.26%
24VANGUARD INTL EQUITY INDEX F922042775359,356$19.2M1.26%
25ISHARES TR46432F834310,014$19.2M1.26%
26ISHARES TR464288414147,776$15.9M1.04%
27ORACLE CORPORCL-PD167,823$15.6M1.02%
28AMERICAN EXPRESS COAXP92,891$15.3M1.01%
29BROADCOM INCAVGO23,749$15.2M1.00%
30COCA COLA COKO238,943$14.8M0.97%
31EXXON MOBIL CORPXOM133,244$14.6M0.96%
32WILLIS TOWERS WATSON PLC LTDWTW61,279$14.2M0.93%
33RAYTHEON TECHNOLOGIES CORPRTX134,780$13.2M0.87%
34ADOBE SYSTEMS INCORPORATEDADBE34,199$13.2M0.86%
35WASTE MGMT INC DEL94106L10979,893$13.0M0.86%
36CDW CORPCDW66,623$13.0M0.85%
37CVS HEALTH CORPCVS163,802$12.2M0.80%
38MASTERCARD INCORPORATEDMA32,684$11.9M0.78%
39ISHARES TR46428720027,961$11.5M0.75%
40AMERISOURCEBERGEN CORPCOR69,958$11.2M0.73%
41ALPHABET INCGOOG107,137$11.1M0.73%
42ISHARES TR464287226104,011$10.4M0.68%
43SALESFORCE INCCRM50,075$10.0M0.66%
44NEXTERA ENERGY INCNEE-PW129,386$10.0M0.65%
45NVIDIA CORPORATIONNVDA35,815$9.9M0.65%
46ISHARES TR464287465136,013$9.7M0.64%
47SELECT SECTOR SPDR TR81369Y605298,678$9.6M0.63%
48AMPHENOL CORP NEW032095101116,634$9.5M0.63%
49UNION PAC CORPUNP44,696$9.0M0.59%
50INTERCONTINENTAL EXCHANGE IN45866F10484,983$8.9M0.58%
51SYSCO CORPSYY113,178$8.7M0.57%
52TRUIST FINL CORP89832Q109256,021$8.7M0.57%
53MCDONALDS CORPMCD30,482$8.5M0.56%
54VANGUARD TAX-MANAGED FDS921943858184,314$8.3M0.55%
55CHURCH & DWIGHT CO INCCHD88,955$7.9M0.52%
56NORTHERN TR CORPNTRSO84,964$7.5M0.49%
57PFIZER INCPFE180,780$7.4M0.48%
58AIR PRODS & CHEMS INCAIIR25,268$7.3M0.48%
59PROCTER AND GAMBLE CO74271810947,840$7.1M0.47%
60ECOLAB INCECL42,530$7.0M0.46%
61STARBUCKS CORPSBUX66,605$6.9M0.45%
62LILLY ELI & COLLY20,097$6.9M0.45%
63FISERV INCFISV59,020$6.7M0.44%
64META PLATFORMS INCMETA30,021$6.4M0.42%
65SPDR S&P MIDCAP 400 ETF TRMDY13,530$6.2M0.41%
66VANGUARD INDEX FDS92290862929,100$6.1M0.40%
67CHEVRON CORP NEWCVX37,579$6.1M0.40%
68MERCK & CO INCMRK56,504$6.0M0.39%
69VANGUARD INDEX FDS92290876929,318$6.0M0.39%
70ISHARES TR464288646107,667$5.4M0.36%
71VANGUARD INDEX FDS92290875128,349$5.4M0.35%
72FORTIVE CORPFTV78,725$5.4M0.35%
73WALGREENS BOOTS ALLIANCE INC931427108152,718$5.3M0.35%
74WEYERHAEUSER CO MTN BEWY172,796$5.2M0.34%
75WELLS FARGO CO NEW949746101130,925$4.9M0.32%
76GENERAL MLS INC37033410455,056$4.7M0.31%
77VANGUARD INDEX FDS92290874432,651$4.5M0.30%
78LOWES COS INC54866110722,174$4.4M0.29%
79VANGUARD MALVERN FDS92202080592,231$4.4M0.29%
80SPDR SER TR78468R200141,906$4.3M0.28%
81LINDE PLCLIN12,130$4.3M0.28%
82ISHARES TR46428755632,764$4.2M0.28%
83SPDR SER TR78468R73986,519$4.1M0.27%
84TJX COS INC NEW87254010951,757$4.1M0.27%
85T-MOBILE US INCTMUSZ27,541$4.0M0.26%
86AUTOMATIC DATA PROCESSING INADP17,825$4.0M0.26%
87ISHARES TR46429B65578,475$4.0M0.26%
88ZOETIS INCZTS22,884$3.8M0.25%
89BLACKROCK INCBLK5,610$3.8M0.25%
90ABBVIE INCABBV23,377$3.7M0.24%
91AON PLCAON11,666$3.7M0.24%
92HERSHEY COHSY14,324$3.6M0.24%
93TEXAS INSTRS INC88250810419,556$3.6M0.24%
94PALO ALTO NETWORKS INCPANW18,077$3.6M0.24%
95INTUITINTU8,065$3.6M0.24%
96S&P GLOBAL INCSPGI10,394$3.6M0.24%
97ONEOK INC NEWOKE55,516$3.5M0.23%
98OLD DOMINION FREIGHT LINE INODFL10,050$3.4M0.22%
99AMGEN INCAMGN13,920$3.4M0.22%
100BANK AMERICA CORP060505104115,842$3.3M0.22%
101ISHARES TR46432F84249,366$3.3M0.22%
102ISHARES TR46428863863,109$3.2M0.21%
103SHERWIN WILLIAMS COSHW14,359$3.2M0.21%
104BLACKSTONE INCBX36,547$3.2M0.21%
105CORTEVA INCCTVA52,575$3.2M0.21%
106ISHARES TR464288224159,832$3.2M0.21%
107AUTOZONE INCAZO1,280$3.1M0.21%
108APTIV PLCAPTV28,015$3.1M0.21%
109ISHARES TR46434V87861,238$3.1M0.20%
110ROPER TECHNOLOGIES INCROP6,975$3.1M0.20%
111NOVARTIS AGNVSEF33,337$3.1M0.20%
112EMERSON ELEC COEMR35,172$3.1M0.20%
113ISHARES TR46428815828,183$3.0M0.19%
114ISHARES TR46429B74729,533$2.9M0.19%
115ALCON AGALC41,172$2.9M0.19%
116QUALCOMM INCQCOM22,539$2.9M0.19%
117J P MORGAN EXCHANGE TRADED F46641Q83753,863$2.7M0.18%
118CONOCOPHILLIPSCOP27,284$2.7M0.18%
119PROGRESSIVE CORP74331510318,895$2.7M0.18%
120EDWARDS LIFESCIENCES CORPEW32,217$2.7M0.17%
121DEVON ENERGY CORP NEW25179M10352,398$2.7M0.17%
122SELECT SECTOR SPDR TR81369Y86069,485$2.6M0.17%
123TARGET CORPTGT15,447$2.6M0.17%
124GRAINGER W W INC3848021043,522$2.4M0.16%
125ISHARES TR46428749933,985$2.4M0.16%
126THE CIGNA GROUP1255231008,683$2.2M0.15%
127FIRST SOLAR INCFSLR10,164$2.2M0.15%
128NIKE INCNKE17,571$2.2M0.14%
129UNITED RENTALS INCURI5,442$2.2M0.14%
130AMERIPRISE FINL INC03076C1066,796$2.1M0.14%
131CBOE GLOBAL MKTS INC12503M10814,725$2.0M0.13%
132KRAFT HEINZ COKHC50,359$1.9M0.13%
133FIFTH THIRD BANCORPFITBM72,516$1.9M0.13%
134J P MORGAN EXCHANGE TRADED F46641Q65437,700$1.9M0.13%
135COGNIZANT TECHNOLOGY SOLUTIOCTSH31,360$1.9M0.13%
136VOYA FINANCIAL INCVOYA-PB25,705$1.8M0.12%
137NORTHROP GRUMMAN CORPNOC3,922$1.8M0.12%
138VANGUARD BD INDEX FDS92203C30336,679$1.8M0.12%
139ELEVANCE HEALTH INCELV3,841$1.8M0.12%
140ISHARES TR4642876147,193$1.8M0.12%
141SCHLUMBERGER LTDSLB35,493$1.7M0.11%
142BRISTOL-MYERS SQUIBB COCELG-RI22,652$1.6M0.10%
143VERIZON COMMUNICATIONS INCVZ40,274$1.6M0.10%
144BHP GROUP LTDBHPLF24,278$1.5M0.10%
145GRAPHIC PACKAGING HLDG COGPK59,825$1.5M0.10%
146FRANKLIN ELEC INCFELE16,135$1.5M0.10%
147ISHARES INC46434G10330,822$1.5M0.10%
148AGILENT TECHNOLOGIES INCA10,794$1.5M0.10%
149OMNICOM GROUP INCOMC15,667$1.5M0.10%
150CAESARS ENTERTAINMENT INC NE12769G10030,192$1.5M0.10%
151AMERICAN WTR WKS CO INC NEW0304201039,928$1.5M0.10%
152MARSH & MCLENNAN COS INC5717481028,720$1.5M0.10%
153INTERNATIONAL BUSINESS MACHSINTR11,021$1.4M0.09%
154IQVIA HLDGS INCIQV6,842$1.4M0.09%
155HESS CORPHESM9,861$1.3M0.09%
156BOOKING HOLDINGS INCBKNG486$1.3M0.08%
157ISHARES TR46428744012,950$1.3M0.08%
158MONDELEZ INTL INC60920710518,090$1.3M0.08%
159SCHWAB CHARLES CORPSCHW-PJ23,913$1.3M0.08%
160SKYWORKS SOLUTIONS INCSWKS10,602$1.3M0.08%
161APPLIED MATLS INC0382221059,825$1.2M0.08%
162GENERAL ELECTRIC CO36960430112,494$1.2M0.08%
163CMS ENERGY CORPCMS-PC18,561$1.1M0.07%
164ARES MANAGEMENT CORPORATIONARES-PB13,617$1.1M0.07%
165VANGUARD INDEX FDS9229083633,016$1.1M0.07%
166VANGUARD BD INDEX FDS92193783515,358$1.1M0.07%
167ISHARES TR4642875987,362$1.1M0.07%
168HUBBELL INCHUBB4,586$1.1M0.07%
169VANECK ETF TRUST92189H40921,525$1.1M0.07%
170ISHARES TR4642876894,611$1.1M0.07%
171LOCKHEED MARTIN CORPLMT2,216$1.0M0.07%
172DUKE ENERGY CORP NEWDUKB10,666$1.0M0.07%
173INTEL CORPINTC30,938$1.0M0.07%
174VANGUARD INDEX FDS9229086116,112$970,3410.06%
175KEYSIGHT TECHNOLOGIES INCKEYS5,996$968,2340.06%
176CROWN CASTLE INCCCI7,181$961,1050.06%
177SCHWAB STRATEGIC TR80852410219,665$940,9700.06%
178XYLEM INCXYL8,937$935,7040.06%
179SSGA ACTIVE ETF TR78467V60822,205$920,6190.06%
180ISHARES TR46434VAX836,450$918,1760.06%
181CARLISLE COS INC1423391004,037$912,6450.06%
182METLIFE INCMET-PF15,535$900,0980.06%
183LAUDER ESTEE COS INC5184391043,618$891,6920.06%
184ISHARES TR4642877219,600$890,9760.06%
185ISHARES TR4642871767,594$837,2390.05%
186FIDELITY NATL INFORMATION SV31620M10615,305$831,5210.05%
187SHELL PLCRYDAF14,440$830,8780.05%
188LAMAR ADVERTISING CO NEWLAMR8,300$829,0870.05%
189ZEBRA TECHNOLOGIES CORPORATIZBRA2,592$824,2560.05%
190ISHARES TR46434VBG433,099$813,9040.05%
191AT&T INCT-PC42,014$808,7700.05%
192TERADYNE INCTER7,335$788,5860.05%
193BECTON DICKINSON & COBDX3,170$784,7020.05%
194ISHARES TR46435G51610,920$784,4930.05%
195AVANTOR INCAVTR36,935$780,8060.05%
196SOUTHERN COSOMN10,852$755,0820.05%
197VERISK ANALYTICS INCVRSK3,885$745,3760.05%
198INVESCO EXCH TRD SLF IDX FDIVZ35,873$738,6250.05%
199CHUBB LIMITEDCB3,760$730,1170.05%
200DOMINION ENERGY INCD13,049$729,5700.05%
201HCA HEALTHCARE INCHCA2,755$726,4380.05%
202KEYCORP49326710857,317$717,6090.05%
203SNAP ON INCSNA2,810$693,7610.05%
204PLAINS GP HLDGS L PPAGP50,900$667,8080.04%
205COLGATE PALMOLIVE COCL8,866$666,2800.04%
206PAYCHEX INCPAYX5,700$653,1630.04%
207DUPONT DE NEMOURS INCDD9,028$647,9170.04%
208COPART INCCPRT8,370$629,5080.04%
209ISHARES TR46434VBD124,800$608,3440.04%
210DEERE & CODE1,454$600,3280.04%
211VANGUARD INTL EQUITY INDEX F92204285814,747$595,7790.04%
212INVESCO EXCH TRD SLF IDX FDIVZ28,038$591,0410.04%
213ISHARES TR4642874577,175$589,4980.04%
214ISHARES TR46428723414,545$573,9460.04%
215CISCO SYS INCCSCO10,621$555,2130.04%
216FLOWERS FOODS INCFLO19,700$539,9770.04%
217CORNING INCGLW15,270$538,7260.04%
218RIO TINTO PLCRTNTF7,750$531,6500.03%
219L3HARRIS TECHNOLOGIES INCLHX2,696$529,0630.03%
220AMERICAN ELEC PWR CO INC0255371015,709$519,4620.03%
221AFLAC INCAFL8,000$516,1600.03%
222INVESCO QQQ TRIVZ1,590$510,2790.03%
223MICROCHIP TECHNOLOGY INC.MCHPP5,998$502,5120.03%
224DOMINOS PIZZA INCDPZ1,522$502,0620.03%
225WEC ENERGY GROUP INCWEC5,280$500,4910.03%
226ISHARES TR46435GAA020,998$498,2830.03%
227KLA CORPKLAC1,201$479,4030.03%
228ISHARES TR46428734112,430$469,3570.03%
229PUBLIC STORAGEPSA-PS1,548$467,7130.03%
230GENERAL MTRS CO37045V10012,490$458,1330.03%
231PHILIP MORRIS INTL INC7181721094,565$443,9720.03%
232ISHARES TR4642873096,896$440,5850.03%
233INVESCO EXCH TRD SLF IDX FDIVZ21,200$429,9360.03%
234CME GROUP INCCME2,199$421,1520.03%
235BERKSHIRE HATHAWAY INC DELBRK-A1,360$419,9270.03%
236COGENT COMMUNICATIONS HLDGSCCOI6,476$412,6510.03%
237VAIL RESORTS INCMTN1,765$412,4450.03%
238REGENERON PHARMACEUTICALSREGN485$398,5100.03%
239YUM BRANDS INCYUM2,994$395,4480.03%
240DARLING INGREDIENTS INCDAR6,725$392,7400.03%
241WP CAREY INC92936U1095,067$392,4390.03%
242EASTMAN CHEM COEMN4,575$385,8560.03%
243ALLSTATE CORPALL-PJ3,409$377,7510.02%
244VANGUARD STAR FDS9219097686,840$377,6360.02%
245ISHARES TR4642871504,160$376,6880.02%
246GENERAL DYNAMICS CORPGD1,630$371,9820.02%
247ISHARES TR46436E87415,200$364,9520.02%
248CANADIAN IMPERIAL BK COMM TOCNDIF8,547$362,5640.02%
249EVEREST RE GROUP LTDEG1,010$361,6000.02%
250SPIRE INCSRJN5,020$352,1030.02%
251GE HEALTHCARE TECHNOLOGIES IGEHC4,198$344,3620.02%
252MANHATTAN ASSOCIATES INCMANH2,188$338,8120.02%
253SPDR INDEX SHS FDS78463X84813,024$335,1080.02%
254WERNER ENTERPRISES INCWERN7,325$333,2140.02%
255CUMMINS INCCMI1,338$319,6210.02%
256ISHARES TR4642876551,782$317,9090.02%
257VANGUARD INTL EQUITY INDEX F9220427423,348$308,3170.02%
258CATERPILLAR INCCAT1,343$307,3320.02%
259EQUITY COMWLTH29462810214,785$306,1970.02%
260MIDDLEBY CORPMIDD2,080$304,9490.02%
261NORFOLK SOUTHN CORP6558441081,400$296,8000.02%
262CITIZENS FINL GROUP INCCIA9,625$292,3110.02%
263KIMBERLY-CLARK CORPKMB2,174$291,7940.02%
264UGI CORP NEW9026811058,280$287,8130.02%
265PERMA-FIX ENVIRONMENTAL SVCS71415720324,025$283,0150.02%
266VANGUARD INDEX FDS9229086521,975$276,8950.02%
267DOLLAR GEN CORP NEW2566771051,300$273,5980.02%
268SELECT SECTOR SPDR TR81369Y8864,000$270,7600.02%
269OTTER TAIL CORPOTTR3,680$265,9540.02%
270NOVO-NORDISK A SNONOF1,660$264,1720.02%
271XCEL ENERGY INCXELLL3,851$259,7110.02%
272DELTA AIR LINES INC DELDAL7,390$258,0590.02%
273HAWAIIAN ELEC INDUSTRIES4198701006,700$257,2800.02%
274ADVANCE AUTO PARTS INCAAP2,110$256,5970.02%
275VANGUARD MUN BD FDS9229077464,990$252,7930.02%
276HUNTINGTON BANCSHARES INCHBANP22,230$248,9760.02%
277PRINCIPAL FINANCIAL GROUP INPFG3,263$242,5320.02%
278SPDR SER TR78468R1018,150$238,2250.02%
279MCKESSON CORPMCK647$230,3640.02%
280BAKER HUGHES COMPANYBKR7,815$225,5410.01%
281VANGUARD INDEX FDS9229085532,693$223,6270.01%
282ISHARES TR4642882572,220$202,3750.01%
283ALTRIA GROUP INCMO4,529$202,0840.01%
284VIATRIS INCVTRS16,767$161,2990.01%
285FIRST FNDTN INC32026V10416,042$119,5130.01%
286VISTAGEN THERAPEUTICS INCVTGN20,000$2,4940.00%